Stefan S.

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

Revenue Retention

Using Ringless Voicemail & SMS Features

In App Dunning

Cancellation Saver

Feedback

Roadmap

Changelog

Carlos

Angela L

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

Getting Started

Platform Settings

Creating Campaigns

Should I use 1 or multiple campaigns for my products?

Vendor Account: Email Notification Types

Link PayKickstart Checkout Pages To Landing Pages

Setting up a Product

Setting up a Sales Funnel

Helpful articles to help you start accepting customer payments.

Accepting Payments

Integrating Checkout.com to Accept Payments

Integrating Coinbase Commerce

Setting up Purchase Requirements rules

Integrating PayPal to Accept Customer Payments

Integrating Google Pay

Pay What You Want Pricing

Authorize.net Error: Access denied. You do not have permission to call the Transaction Details API

How Can I Issue a Partial Refund?

How is EU VAT tax calculated with the PayKickstart in-house tax system?

Integrating and using Connect™ by PayKickstart to process payments

Integrating Apple Pay

Paypal Error Message: You must specify only one primary receiver and at least one secondary receiver

How to Accept eCheck as a Payment Option in PayPal

Setting Up Split-Payments

Adding Dispute/Chargeback Support for Braintree

Adding Dispute/Chargeback Support for Stripe

Accepting ACH Wire Transfers

Integrating Stripe to Accept Payments

Accepting SEPA Direct Debit Transfers

Integrating Authorize.net to Accept Payments

Pass Custom Field Values To Checkout Embeds / Popups

Manual Transactions

Vendors – Strong Customer Authentication(SCA) and 3D Secure(3DS)

Switching Campaign Payment Gateways

Setting Up Your Base Currency

How to Allow Customers To Purchase Using Their Native Currency

Integrating Braintree to Accept Payments

Connect Payment Gateway Fees Disclosure

Integrating Easy Pay Direct

Additional Local Payment Methods via Stripe

Learn how to set up Add-On Based Billing for your products. Follow this guide to enable add-ons via the Campaigns > Pricing tab and configure credit amounts. API knowledge is needed for this option. 

Configuring Add-On (Credit) Based Billing

This Knowledge Base article is designed to help vendors understand and set up the Chargeback Protection feature within PayKickstart. This tool allows you to resolve disputes before they become official chargebacks, protecting your merchant account health.

Chargeback Protection - Handle Disputes Proactively

Learn how to manage recurring payments and modify existing subscriptions.

Subscription Management

How to carry over the trial period during an Upgrade/Downgrade

Pausing Subscriptions

Subscription Rule: Cancel previous subscription(s) if a new product subscription is started

Add a Credit to a Subscription

Enabling Usage-Based Billing for Recurring Products

How to Update a Customer's Information?

Why Do I See Failed Transactions & What Do the Errors Mean?

How to Manage Upgrade/Downgrade of Product or Subscription Level

How to Update Customer Payment/Billing Details

Upgrade/Downgrade - Missing Billing Address Error

Managing Transactions & Subscriptions

Transferring Subscriptions from PayKickstart to Stripe

Handling Invoices

Auto-Cancel Subscription on Dispute - Ensuring Subscriptions are automatically cancelled if a dispute is opened

Importing Active Existing Subscriptions into PayKickstart

Transferring Subscriptions from PayKickstart to Braintree

Transferring Subscriptions from PayKickstart to AuthorizeNet

Transferring Subscriptions from PayKickstart to EasyPayDirect

Transferring Subscriptions from PayKickstart to PayPal

Transferring Subscriptions from PayKickstart to Checkout.com

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

Checkout Experience

One of PayKickstart's most flexible options - visually edit and set up your custom setup and integrations to pass data and use it where you need it the most. 

Setting up Custom Triggers 

Adding/Changing Checkout Page Favicon

Enabling Quantity Fields For Checkouts

Cloning Campaigns and Products

Using the Social Proof feature

Creating a Dynamic Coupon Code & Expiration for Each Customer

How to Pass Custom Variables into a Checkout Page URL?

How to Add Custom Fields to a Checkout?

How to Add Custom CSS and Tracking Scripts to Checkout Pages, Popup Widgets, and Form Embeds

How to Use the Exit-Intent Pop-up on Checkout Pages

How to Display a Customer's License Keys on Any Page

How to Translate Your Checkout Pages & Widgets

Adding Order Bumps to Your Checkout

Using the Same Sales Pages Across Different Funnels

Adding a Legal TOS or Disclaimer to Your Checkout Page

Enabling the Phone Number field on Checkout Forms

Creating a Checkout Form Embed Code

Creating a Coupon

Creating a Checkout Page without Creating a Funnel

Setting up 1-Click Upsells

Using the Checkout Page Builder

Setting up Checkout Pop-Up Widget

Auto-Apply a Coupon Discount by Adding the Code Directly to the Checkout

Passing Transaction Data for Conversion Pixels

How to offer Multiple Products on the Same Checkout for the customer to choose one product

Adding a Video to Checkout Pages

Using the Product IPN URL Field

Using Custom Thank You Pages

How to Add a Tracking Pixel on the Default Thank You Page

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

Affiliate Management

Creating Affiliate-Based Coupon Codes

What Does it Mean to Verify an Affiliate?

How to Confirm Correct Affiliate is Being Credited for a Sale?

How to set up a free Lead Page / Squeeze Page offer for Affiliates

Creating Additional Affiliate Tracking Links

Enable/Disable the Commission Fraud Feature

Switching or Manually Adding an Affiliate to a Subscription or Transaction

What’s the Difference Between 1st and 2nd Tier Commissions?

Displaying the Affiliate ID in the Landing Page URL

How to Set a Different Commission Percentage for the 1st Payment

How to Override Landing Page, Price & Commission for an Affiliate

Sending Affiliate Commission Payments via a PayPal Mass Pay File

Affiliate Management – Overview

Why can’t affiliates see their links?

Affiliate Link Checker Tool

Finding Your Affiliate Link(s)

Creating an Affiliate Contest

Adding Banners for Affiliates

Adding Email Swipes for Affiliates

Handling Affiliate Requests

What is the Difference Between Lifetime vs Per-Campaign Affiliate Cookie Tracking

How Are Delayed Commissions Handled?

What is My Affiliate Request Page?

What is the Difference Between Instant vs Delayed Payments?

How to credit all sales from a specific funnel to a particular affiliate

How to Handle Affiliate Commission Payouts

Setting up an Affiliate Program for a Campaign

Lead - Cost Per Acquisition (CPA) Tracking for your Affiliate Program

Managing Affiliates

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

Customer Experience

Assigning Transactional Emails at Campaign or Product Level

Editing Transactional Email Templates

Hiding PK footer on default thank you page

How to Enable Billing Reminder Email Notification

How to Manage Physical Products & Fulfillment

Adding A Countdown Timer to Checkout Pages

Customers: How To Cancel a Subscription

Customer Billing Portal

Helpful articles to help with charging tax and accounting.

Accounting & Tax

Integrating QuickBooks Online Accounting Service

Integrating Xero’s Accounting Service

Export Data option – Download Invoices in Bulk

Creating a Tax Profile / Charging Sales, VAT, & other Taxes

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

Integrations

Integrating SalesForce

Integrating HubSpot – CRM

Integrating with GoHighLevel


Integrating Postmark To Send Transactional Email Notifications

ProfitWell Integration

MailerLite Integration

LifterLMS Integration

Miestro Integration

Integrating Shopify for Shipping Fulfillment

Facebook Conversion API Integration

Connecting PayKickstart To Integrately

Integrating with FreshSales

Integrating SendGrid To Send Transactional Email Notifications

Integrating PipeDrive

How to reconnect ProfitWell to sync all data

Slack Integration

(Authorize.net Error) Customer Information Manager Not Enabled

Integrating ClickFunnels Memberships with PayKickstart

Integrating ProductDyno

Integrating Everlesson

Integrating Klaviyo

ShipStation Integration

Integrating with Teachable through Zapier

Integrating ChartMogul

Integrating MarketHero

Integrating WebinarJam

Integrating Demio

Integrating Taxamo

Integrating GetResponse 360

Integrating Drip

Integrating FreshMember

Integrating Zapier with PayKickstart

Integrating ConvertKit

Integrating Constant Contact

Integrating ActiveCampaign

Integrating GetResponse

Integrating with AWeber

Integrating with 3rd Party Platforms for Transactional Email Notification Delivery