Help Topics
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
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Accepting Payment
Helpful articles to help you start accepting customer payments.
Integrating Stripe to Accept 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
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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?
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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
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Revenue Retention
Helpful articles on how to minimize customer churn, including dunning management, building retention flows and more.
Creating Automated Surveys
Setting up 1-Click Upsells
Cart Abandonment Features
Cancellation Saver
In App Dunning
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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
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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
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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?
Export Data option – Download Invoices in Bulk
Integrating Xero’s Accounting Service
Integrating QuickBooks Online Accounting Service
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Integrations
Helpful articles that walk through how to setup and configure each 3rd party integration.
Integrating Braintree to Accept Payments
Integrating Authorize.net to Accept Payments
Integrating Stripe to Accept Payments
Integrating GoToWebinar
Integrating aMember
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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?
Metric Differences – PayKickstart’s Reports and 3rd Party Analytic Apps
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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 Release Notes
Update to PayKickstart Pricing – June 5th, 2023
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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
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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
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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
Fraud Mitigation
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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
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