Help Center

Getting Started

Helpful articles to help you get started. From platform, campaign, product and funnel settings and configuration.

• Setting up a Product
• Setting up a Sales Funnel
• User Management – Adding Users & Setting Permissions
• Setting up 1-Click Upsells
• Funnel Override Settings

Accepting Payment

Helpful articles to help you start accepting customer payments.

• Manual Transactions
• How do I Block Sales from a Specific Country?
• How to Allow Customers To Purchase Using Their Native Currency
• Setting up Checkout Pop-Up Widget
• Adding Dispute/Chargeback Support for Stripe

Subscription Management

Learn how to manage recurring payments and modify existing subscriptions.

• Managing Transactions & Subscriptions
• How to Update Customer Payment/Billing Details
• How to Manage Upgrade/Downgrade of Product or Subscription Level
• Setting Up Split-Payments
• Why Do I See Failed Transactions & What Do the Errors Mean?

Checkout Experience

Learn how to leverage our checkout editor and different options to provide an amazing checkout experience.

• Setting up 1-Click Upsells
• Using the Checkout Page Builder
• How to Allow Customers To Purchase Using Their Native Currency
• Setting up Checkout Pop-Up Widget
• Using the Same Salespages Across Different Funnels

Revenue Retention

Helpful articles on how to minimize customer churn, including dunning management, building retention flows and more.

• Creating Automated Surveys
• Gathering Customer Demographics & Intelligence
• Setting up 1-Click Upsells
• Cart Abandonment Features
• Cancellation Saver

Affiliate Management

Learn how to deploy your affiliate program and manage referral partners at scale.

• Adding a CNAME Record: Adding a Custom Affiliate Link/Short URL
• Managing Affiliates
• How to Handle Affiliate Commission Payouts
• Handling Affiliate Requests
• Adding Email Swipes for Affiliates

Customer Experience

Helpful articles on how to improve your customer's experience.

• Integrating the PayKickstart Licensing System
• How to Display a Customers License Keys on Any Page
• How to Manage Physical Products & Fulfillment
• Handling Invoices
• How to Enable Billing Reminder Email Notification

Accounting & Tax

Helpful articles to help with charging tax and accounting.

• Creating a Tax Profile / Charging Sales, VAT, & other Taxes
• How is EU VAT tax calculated with the PayKickstart in-house tax system?

Integrations

Helpful articles that walk through how to setup and configure each 3rd party integration.

• Integrating Paypal to Accept Customer Payments
• Integrating Braintree to Accept Payments
• Integrating Authorize.net to Accept Payments
• Integrating Stripe to Accept Payments
• Integrating GoToWebinar

Reports and Analytics

Helpful articles that breakdown each report type and how to better understand the health of your business.

• Using the Audience Builder
• How to Add Custom CSS and Tracking Scripts to Checkout Pages, Popup Widgets and Form Embeds
• Reporting Metrics Guide
• Why is my traffic not tracking in Paykickstart?

Mobile

Download the mobile app and learn how to monitor your PayKickstart account on the go.

• Downloading the PayKickstart iOS & Android App

Update Release Notes

• Update Release Notes

FAQs for Vendors

Helpful answers for the most common questions PayKickstart vendors have asked our customer success team.

• How Do I Change My PayKickstart Password?
• Setting up a Product
• Setting up a Sales Funnel
• Integrating the PayKickstart Licensing System
• Manual Transactions

FAQs for Affiliates

Helpful answers for the most common questions PayKickstart affiliate partners have asked our customer success team.

• How Do I Change My PayKickstart Password?
• Connecting Your Paypal Account to Receive Affiliate Commissions
• Requesting to Become an Affiliate
• Finding Your Affiliate Link(s)
• Adding a Bonus

Security & Compliance

Learn how to keep your account secure and compliant with various privacy regulations.

• Customer Security
• Adding a Legal TOS or Disclaimer to Your Checkout Page
• How To Anonymize Customer Information : GDPR
• PayKickstart Vendor Compliance Guide

Account and Billing

Helpful articles to assist with your account and billing.

• How Do I Change My PayKickstart Password?
• Blacklisting Customers
• User Management – Adding Users & Setting Permissions
• How to Upgrade, Downgrade or Cancel My PayKickstart Plan
• Adding a Site to Uptime Monitoring