PayKickstart Help Center
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Help Topics
Getting Started
Helpful articles to help you get started. From platform, campaign, product and funnel settings and configuration.
How to Change a Campaign or Product Status?
Cloning Campaigns and Products
Should I use 1 or multiple campaigns for my products?
How To Add An Access Page URL Or Secure A Digital Download Using PayKickstart
Vendor Account: Email Notification Types
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Accepting Payment
Helpful articles to help you start accepting customer payments.
Integrating Coinbase Commerce
Setting up Purchase Requirements rules
Integrating Checkout.com to Accept Payments
Adding Dispute/Chargeback Support for Stripe
Pass Custom Field Values To Checkout Embeds / Popups
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Subscription Management
Learn how to manage recurring payments and modify existing subscriptions.
Transferring Subscriptions from PayKickstart to Stripe
How to carry over the trial period during an upgrade/downgrade
Add a Credit to a Subscription
Switching campaign payment gateways
How to Enable Billing Reminder Email Notification
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Checkout Experience
Learn how to leverage our checkout editor and different options to provide an amazing checkout experience.
Setting up Purchase Requirements rules
Adding/Changing Checkout Page Favicon
Using the Same Salespages Across Different Funnels
Using the social proof feature
Creating a Dynamic Coupon Code & Expiration for Each Customer
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Revenue Retention
Helpful articles on how to minimize customer churn, including dunning management, building retention flows and more.
Using Ringless Voicemail & SMS Features
In App Dunning
Creating Automated Surveys
Cart Abandonment Features
Cancellation Saver
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Affiliate Management
Learn how to deploy your affiliate program and manage referral partners at scale.
Creating Affiliate Based Coupon Codes
How to credit all sales from a specific funnel to a specific affiliate.
How to Set a Different Commission Percentage for the 1st Payment
Enable/Disable the Commission Fraud Feature
How to set up a free lead page / squeeze page offer for affiliates
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Customer Experience
Helpful articles on how to improve your customer's experience.
Assigning Transactional Emails at Campaign or Product Level
How to Display a Customers License Keys on Any Page
Pay What You Want Pricing
Using Ringless Voicemail & SMS Features
Handling Email Bounce and Complaint Rates
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Accounting & Tax
Helpful articles to help with charging tax and accounting.
Integrating Xero’s Accounting Service
Integrating QuickBooks Online Accounting Service
Export Data option – Download Invoices in Bulk
How is EU VAT tax calculated with the PayKickstart in-house tax system?
Creating a Tax Profile / Charging Sales, VAT, & other Taxes
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Integrations
Helpful articles that walk through how to setup and configure each 3rd party integration.
Integrating Xero’s Accounting Service
Integrating SalesForce
Integrating QuickBooks Online Accounting Service
Integrating Postmark To Send Transactional Email Notifications
Integrating HubSpot – CRM
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Reports and Analytics
Helpful articles that breakdown each report type and how to better understand the health of your business.
Metric Differences – PayKickstart’s Reports and 3rd Party Analytic Apps
Using the Audience Builder
Why is my traffic not tracking in Paykickstart?
How to Add Custom CSS and Tracking Scripts to Checkout Pages, Popup Widgets and Form Embeds
Reporting Metrics Guide
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Mobile
Download the mobile app and learn how to monitor your PayKickstart account on the go.
Downloading the PayKickstart iOS & Android App
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Update Release Notes
Update to PayKickstart Pricing – June 5th, 2023
Update Release Notes
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FAQs for Vendors
Helpful answers for the most common questions PayKickstart vendors have asked our customer success team.
PayKickstart WhiteHat Program
Transferring Subscriptions from PayKickstart to Stripe
Archiving Options for Campaigns and Deletion of Products and Funnels
Using the Audience Builder
Visitor Tracking “Ignore Query String” Option
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FAQs for Affiliates
Helpful answers for the most common questions PayKickstart affiliate partners have asked our customer success team.
How to Confirm Correct Affiliate is Being Credited for a Sale?
Suspicious Login Security : 2FA Login Feature
Finding Affiliate Promotional Materials
How to Setup Tracking IDs for affiliate links.
Requesting to Become an Affiliate
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Security & Compliance
Learn how to keep your account secure and compliant with various privacy regulations.
Managing Two-Factor Authentication Options
Fraud Mitigation
PayKickstart Vendor Compliance Guide
Customer Security
How To Anonymize Customer Information : GDPR
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Account and Billing
Helpful articles to assist with your account and billing.
What Does “Credit Days Left” Mean?
US Fee Disclosures
Canada Fee Disclosures
Creating a Partner Contract
How to Upgrade, Downgrade or Cancel My PayKickstart Plan
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