How can we help?
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
- User Management – Adding Users & Setting Permissions
-
Accepting Payment
Helpful articles to help you start accepting customer payments.- Setting up Purchase Requirements rules
- Integrating Coinbase Commerce
- Integrating Checkout.com to Accept Payments
- Adding Dispute/Chargeback Support for Stripe
- Pass Custom Field Values To Checkout Embeds / Popups
-
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
- How to Enable Billing Reminder Email Notification
- How to Update a Customers Information?
-
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
- Using the social proof feature
- Adding/Changing Checkout Page Favicon
-
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
- Adding a Campaign to the PayKickstart Marketplace
- How to Override Landing Page, Price & Commission for an Affiliate
-
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
-
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
-
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
-
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
-
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
- Creating & Viewing Unique Tracking Links for Your Affiliates
-
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.
- Suspicious Login Security : 2FA Login Feature
- Finding Affiliate Promotional Materials
- Requesting to Become an Affiliate
-
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
- Adding a Legal TOS or Disclaimer to Your Checkout Page
- How To Anonymize Customer Information : GDPR
