Setting up a Product

​In your PayKickstart account, go to Campaigns. Locate the specific campaign and click the product dropdown.

A pop-up will appear. Click the + Add Product button to create a product.

After clicking on it, you will be redirected to the Product settings, where you will notice 7 sections.

In this tab, you will need to enter the Product Name, Landing Page URL, and Product Description.

(Optional): If you are selling a digital product, you have the option to deliver the product to the customer by adding the Access Page URL (you need to create this page on your landing page builder) or uploading a file for Digital Download.

Learn more about Access Page URL and Digital Download here.

Products can be configured as a One-Time Charge, Recurring Charge (Subscription), or Pay What You Want.

One-Time Charge: This option will charge the customer one time for the total price.

Price: Refers to the amount you want to charge.

Please Note:

If you are using Multiple Currencies with the connected payment gateways, you will have the ability to set the product price for each currency.

When the customer selects their country (or from their IP address), if the associated campaign and the gateway selected support that country’s currency, then display the amount fields using that currency. If not, the default currency set on the campaign will be used.

Split-Pay(optional): Is your product a large price? Want to offer the customer the option to break down the payment into smaller payments? Learn about enabling the Split-pay option here.

​Recurring Charge(Subscription): This option will allow you to sell a product that has a recurring payment cycle.

Price: Refers to the amount you want to charge.

Please Note:

If you are using Multiple Currencies with the connected payment gateways, you will have the ability to set the product price for each currency.

When the customer selects their country (or from their IP address), if the associated campaign and the gateway selected support that country’s currency, then display the amount fields using that currency. If not, the default currency set on the campaign will be used.

• Payment Frequency: Should be Recurring.

• Recurring Frequency: A Number that goes with the next field.

• Recurring Period: How often do you want to bill the customer? Example: $30 charge every 1 month

• # of Payments(optional): If you only want to charge the customer a set # of times, you can add the # of payments in this field. After all payments have been made, the subscription will show as “Complete” instead of canceled.

• Trial(optional): This option will allow you to set a free or paid trial period that the customer will receive before they begin the normal billing payments.

• Trial (Split-Pay): Once enabled, customers can pay the trial in installments.

• Usage-Based Billing(optional): Feature used to connect with our API and charge the customer based on consumption/use of the product or service. Learn about Usage-based billing here.

• Subscription Rules: You can select other product subscriptions that the customer may have to be automatically canceled if the customer purchases this product. EX: If the customer purchases product C, cancel product subscriptions A and B.

• Auto-Cancel Subscription on Dispute: When enabled, this feature will automatically cancel a customer's subscription if a payment dispute (chargeback) is detected. This helps prevent further billing attempts and limits potential revenue loss or fraud while the dispute is being resolved. It's a proactive safeguard to ensure that disputed accounts do not continue receiving services or products. You can choose whether this feature gets applied immediately or at the end of the billing cycle.

  

Pay What You Want Pricing

This option allows you to set a minimum price and then allow customers to choose if they want to pay the minimum or more.

Learn more about Pay What You Want pricing here:

https://support.paykickstart.com/en/help/articles/4419898-pay-what-you-want-pricing

Licensing(Optional): Are you selling a digital product or software that requires license keys to use? Learn more about enabling our license feature here.

Refund Period: The number of days during which the customer is eligible for a refund. Can be 0. The refund period will only be available to the customer via the default PK thank you pages. Affiliates will be able to see the refund period on related commissions. Vendors will see refund periods in purchase records and affiliate commissions. Available On Billing Portal(optional): If the “available on billing portal” option is enabled, it will allow customers to up/downgrade to other products in the campaign via the billing portal and update billing links. Learn more about the billing portal here. Learn more about subscription billing update links here

Collect Tax: If needed, PayKickstart can set a tax profile for the product to charge customers tax. The tax amount(if applicable) would be applied to your main product pricing. Example: Main product($30) + Tax($10) = Total Price($40) Learn more about using and charging tax here.

Note:

Vendors have the ability to set multiple tax profiles for the same product if needed.

Clone Existing Checkout Template (Optional): If you’d like to reuse the checkout settings from an existing product, you can do so by going to the Clone Existing Checkout Template section.

For example, if you want Product B to use the same checkout settings as Product A, go to Product A’s settings and choose Product B from the dropdown under the “Clone Existing Checkout Template” section. In the example below, we are in Product A’s checkout settings, and we are selecting Product B in the drop-down.

Use Template Editor:

To edit the design of the checkout page, simply click on the Open Editor button. After the changes are saved, click on Preview to see the page.

Note:

Vendors can select the type of checkout between 1 Step and Multi-Step. Multi-step can be a 2-3-step checkout depending on the template you select.

Click on See All Templates to browse PayKickstart’s different checkout pages.

Checkout Fields:

These options will allow you to enable/disable additional fields such as phone number, billing, and shipping address, as well as shipping costs.

• Billing Phone Number(optional): Adds a phone number field. Can be set to required.

• Billing Address(optional): Adds billing address fields for the customer.

• Shipping Address(optional): Adds Shipping address fields to the checkout and is used to calculate shipping cost, if shipping cost is set. Can be enabled only in the first purchase.

• Shipping Price Everywhere: This is the default shipping rate you want to apply for the product.

• Applies to which Country(ies): This setting allows you to set specific countries to charge a unique shipping rate for.

• Shipping Price: Set the specific shipping rate for the selected countries. *Note: You can add multiple unique country shipping rates if needed.

  
  For shipping in specific countries, apply these rules:

  1. If all shipping specific countries are selected in a specific shipping price = currency in campaign, use the currency in the campaign.

  2. If some / no shipping specific countries are selected in a specific shipping price using the currency in the campaign, use the default currency in the campaign (base currency).

  3. If no shipping specific countries are selected in a specific shipping price using the currency in the campaign, use the default currency in the campaign (base currency).

• Shipping Phone Number: Enable the customer to add a phone number to the shipping address. Can be required.

  NOTE:

  If you're working with Physical products that require shipping, learn more about our fulfillment management options here.

Custom Fields(optional): This option allows vendors to add additional fields to their checkout for various reasons.

Learn more about custom checkout fields here.

Testimonials

Allows vendors to add customer testimonials to their product checkout. Please note that not all checkout templates use testimonials.

Product Name:

This is the customer-facing product name customers will see on the checkout and related emails. By default, we will use the product name set in the Product settings > Product Details tab. If you want to change it, you can override the name in this section.

Default Language:

The language of the product checkout and related customer emails. By default, it will use the campaign language set, but it can be changed per product as needed.

Company Name:

Once this option is enabled, it will be shown on the checkout field, including customer invoices.

Quantity:

Do you want to allow the customer to select a quantity for your product? Learn more here

Legal Text (optional):

Enables a required checkbox field on the checkout that the customer must click before completing the purchase.

Powered By Badge:

Enables the Powered by PayKickstart badge on the checkout.

Exit Intent Pop-up(optional):

Allows vendors to show a pop-up to the customer if the customer attempts to leave the checkout before purchasing.

Membership Integration:

Membership integrations will allow vendors to automatically create and manage a customer member account based on their purchase.

See Membership integration options here.

Advanced Tracking Code Section(optional):

This area allows vendors to add and configure 3rd party purchase conversion scripts to send the purchase data to platforms such as FB pixels or Google Analytics after a customer makes the related product purchase.

Learn more about using the Advanced Tracking Code section here.

Add Custom CSS/Tracking scripts (optional):

This field gives vendors the ability to edit the checkout design by adding custom CSS code, or they can also add 3rd party tracking scripts to trigger outside tracking analytics platforms. Learn more about using the CSS/tracking script field here.

PayPal Button

Allows you to configure how you would like to show the PayPal button on the checkout page.

In this tab, you can set up Billing Reminders to notify customers about their upcoming rebills or subscription expiration. To learn more, please visit this page.

In this tab, you can set up an affiliate program for the campaign. To learn more about setting up an affiliate program for a campaign, please check this article.

In this section, you can enter the IPN (Instant Payment Notification) URL if you want to receive real-time updates about customer transactions, such as successful payments, refunds, cancellations, or chargebacks. This URL should point to your server endpoint that can process and respond to these notifications securely.

IPNs are typically used to automate backend processes like order fulfillment, access provisioning, or syncing transaction data with your CRM or analytics tools.

To learn more about using the Product IPN URL field, please check this article.

Enable access to the Billing Portal to let your customers manage their own subscriptions with ease. Through the portal, customers can:

• Pause Subscriptions – Temporarily suspend their subscription without canceling it entirely.

• Reactivate Subscriptions – Resume a previously paused or canceled subscription.

This self-service feature improves customer experience and can help reduce churn by offering flexible subscription management options. To learn more about activating this feature in the campaign settings, please check this article.