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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

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 Configuring Add-On (Credit) Based Billing Chargeback Protection - Handle Disputes Proactively

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 Subscription Dunning - Recovering Failed Payments Migrate Payment Gateway Tool Guide

Checkout Experience

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

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

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

Revenue Retention

Using Ringless Voicemail & SMS Features In App Dunning Cancellation Saver

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

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 How Do I Find My API Key?Integrating With Raw SMTP To Send Transactional Email Notifications How to Handle PayPal Adaptive Refund Errors How To Reconnect ChartMogul to Sync All Data Creating custom integrations with PayKickstart Integrating SendX - AutoResponder Integration Integrating SendPost To Send Transactional Email Notifications Authorize.net “Bill to address required”Integrating the PayKickstart Licensing System Integrating with HubSpot (For Emails)Integrating aMember Integrating Digital Access Pass Integrating Kajabi Integrating s2Member Integrating Thinkific Integrating Wishlist Integrating With ShipOffers Integrating Zoom Integrating EverWebinar Integrating MemberMouse Integrating CampaignRefinery Integrating Ontraport Integrating MailChimp Integrating Maropost Integrating Interspire Integrating Keap (InfusionSoft)Integrating iContact Integrating Optimize Member(OptimizePress)Integrating SendLane Integrating Webinar Ignition Integrating Memberful Integrating With Amazon SES To Send Transactional Email Notifications ContentBlocks Integration

Reports and Analytics

Reporting Metrics Guide Metric Differences – PayKickstart’s Reports and 3rd Party Analytic Apps Why is my traffic not tracking in Paykickstart?

Mobile

Downloading the PayKickstart iOS & Android App

FAQs for Vendors

Archiving Options for Campaigns/Funnels and Deletion of Products and Funnels What Currencies & Countries Does PayKickstart Support?How to submit a DMCA infringement report PayKickstart Connect & Disputes Using the Audience Builder How to Test Your Funnel Before Going Live: Test Mode Creating & Viewing Unique Tracking Links for Your Affiliates How to Manually Add More License Keys for a Customer?How to Enable a Duplicate Purchase Warning or Block Utility Logs How to Login to Multiple PayKickstart Accounts PayPal Error: The Payment Can Not be Processed Because No Payment Source is Available What’s the Difference Between a Purchase ID and Transaction ID?AuthorizeNet – Gateway Error: Access Denied. you do not have permissions to call the Transactions Details API Adding Dispute/Chargeback Support for PayPal Using Test Credit Card Numbers for Testing Transactions Visitor Tracking “Ignore Query String” Option How do I Handle Disputes and Chargebacks?User Management – Adding Users & Setting Permissions Handling Email Bounce and Complaint Rates How do I Block Sales from a Specific Country?Funnel Override Settings Creating a Partner Contract Cart Abandonment Features How To Add An Access Page URL Or Secure A Digital Download Using PayKickstart What Does “Credit Days Left” Mean?Complete List of Integrations Creating Automated Surveys Adding a CNAME Record: Adding a Custom Affiliate Link/Short URL

FAQs for Affiliates

Creating a Unique Tracking Link Requesting to Become an Affiliate Adding Payout Method(s) for Commission Payouts Using the Affiliate IPN How to Set Up Tracking IDs for Affiliate Links Why Didn’t I Receive an Instant Commission?Where Do I Find a W9/W8 Tax Form to Complete?Finding Affiliate Promotional Materials Adding a Bonus Connecting Your PayPal Account to Receive Affiliate Commissions How Do I Create an Affiliate Account so I Can Promote PayKickstart Vendors?How Do I Get Paid My Affiliate Commissions?Affiliate Quick Start Guide

Account and Billing

How To Cancel Your PayKickstart Vendor Account?How to Upgrade, Downgrade or Cancel My PayKickstart Plan Adding a Site to Uptime Monitoring How Do I Change My PayKickstart Password?How to Pre-Authorize a Customer’s Card to Validate Funds

Security & Compliance

Managing Two-Factor Authentication Options Fraud Mitigation Suspicious Login Security: 2FA Login Feature How To Anonymize Customer Information: GDPR PayKickstart WhiteHat Program Blacklisting Customers Customers – Strong Customer Authentication(SCA) and 3D Secure(3DS)Customer Security PayKickstart Vendor Compliance Guide

Subscription Management

Learn how to manage recurring payments and modify existing subscriptions.

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
Subscription Dunning - Recovering Failed PaymentsRecover lost revenue with PayKickstart’s Dunning feature. Automate failed payment retries, customize email notifications, and reduce churn with smart recovery logic.
Migrate Payment Gateway Tool Guide

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