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Help Topics
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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
- User Management – Adding Users & Setting Permissions
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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
- Switching Campaign Payment Gateways
- How to Update a Customers Information?
- 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.- [NEW] Setting up Custom Triggers
- Setting up Purchase Requirements rules
- Using the Same Salespages Across Different Funnels
- Adding video to checkout pages
- Adding/Changing Checkout Page Favicon
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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.
- Why can’t affiliates see their links?
- Adding a Campaign to the PayKickstart Marketplace
- Switching or Manually Adding an Affiliate to a Subscription or Transaction.
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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
- Using Ringless Voicemail & SMS Features
- Pay What You Want Pricing
- 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
- How is EU VAT tax calculated with the PayKickstart in-house tax system?
- Export Data option – Download Invoices in Bulk
- 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
- Metric Differences – PayKickstart’s Reports and 3rd Party Analytic Apps
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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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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/Funnels and Deletion of Products and Funnels
- Using the Audience Builder
- How to Manually Add More License Keys for a Customer?
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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?
- How to Setup Tracking IDs for affiliate links.
- Finding Affiliate Promotional Materials
- Suspicious Login Security : 2FA Login Feature
- Requesting to Become an Affiliate
