arrow-leftarrow-rightbook-openbooks-duotonechalkboardhead-side-brainlife-ring-regularmenusearchstopwatchvideo
University
Get Spiffy

Documentation

Search through our documentation and learn Spiffy

Getting Started
Elements
Styling & Customization
Flows
Checkout Settings
Automation
Billing Automation
Subscriptions
Order Management
Reporting & Analytics
Dashboards
Reports
Exports & Filters
Stats
Customer Portal
Affiliates
Integrations
TikTok
Zapier
Circle
Google
Rewardful
LeadDyno
FirstPromoter
Taxes
Custom Webhooks
ConvertKit
GoHighLevel
SEGMetrics
Drip
Make
MemberPress
Kajabi
Thinkific
MailChimp
ActiveCampaign
HubSpot
Keap
Infusionsoft
FAQ

FAQ

Initial Account Setup

Welcome to your brand new Spiffy account! Before you jump into exploring your new account and creating checkout pages, you will need to run through a few simple steps to...

Deleting a Checkout

Deleting a checkout will completely remove it, and will no longer be accessible by link, or through the app. This is permanent and can not be undone. Follow these steps...

Duplicate / Copy a Checkout

Duplicating an existing checkout is a quick and easy way to save time, especially if you want to include similar things, like addons & upsells, or identical content on multiple...

Is Spiffy PCI Compliant?

Yes, Spiffy is PCI compliant. We take your security very seriously, here at Spiffy. Spiffy doesn’t collect, store or pass any customer credit card data. This is handled directly by...

Setting up Your Stripe Account

In order to get the most out of Spiffy, and provide the most seamless customer experience, it’s important to make sure you have a few Stripe settings adjusted before you...

How to Test My Checkout / Run a Test Transaction

Spiffy doesn’t allow for the use of test cards, and Stripe only allows test cards in developer environments, so testing your Checkouts and Flows will require using a live order....

Multiple Thank You Pages

Want to set up multiple Thank You Pages? No Problem. We’ve made it super simple with our drag-and-drop Checkout Flows editor. Checkout Flows make it possible to add post-purchase, one-click...

Select Checkout Options with URL Parameters

You can pass values through the URL to the Checkout, to pre-select specific Subscription Plans, and Options when the Checkout loads. This is super simple to setup, even though it...

Take Rate

Take rate is a Payment Plan Performance stat on the Checkout Dashboard that shows you the percentage of people who purchase on a specific checkout and take a Payment Plan...

Why is reCAPTCHA Showing on My Checkout?

To help prevent checkout fraud/spam and bot purchases, we introduced a reCAPTCHA that is automatically triggered when suspicious activity and interaction with a checkout is detected.  

How to Disable Google Maps Autocomplete 

Address autocomplete on checkouts is turned on by default. If you do not want autocomplete enabled, you can turn this off. Here’s how to find this setting:

How do my customers view/download receipts from the Customer Portal?

Our Customer Portal is designed to be very simple and minimalistic. Your customers can easily navigate their Subscriptions, Payment Plans, and Order records to view, download, or print receipts for...

How to offer a lifetime option with subscriptions

You want to offer a monthly, annual, and lifetime deal on your checkout for one of your subscription offers? We’ve got you covered! Instead of using the “Subscriptions” element in...

Adding Affiliate Resources to your Affiliate Portal

Give your partners and affiliates access to specific resources for your affiliate programs directly within the affiliate portal. Follow these steps to add resources to your affiliate program: The URL...

Expire/Deactivate a Checkout

Manually deactivate your checkout, or set it to automatically expire based on either a specific date & time – or – after a specific number of orders. Deactivate a Checkout...

How to set up Webhook Secret Key

If you’re using custom webhooks and want to set up a Secret Key for your account, we can create one for you. Reach out to support@spiffy.co to set this up.

SegMetrics Overview

Seamlessly integrate all of your sales data into SegMetrics to track and analyze the performance of your entire sales funnel. Here’s a rundown of the powerful features you will have...

Hide Coupon Code Input Box

If you have several discounts that you use across many of your checkouts and have a scenario where you don’t want to offer a discount on a specific checkout. You...

Merge Duplicate Customers

Merge Customer Records within Spiffy to eliminate duplicates and unify their portal, payment methods, and contact details. How to Merge Customer Records 1. Navigate to the Customer Record that you...

Subscription Swapped

Subscription Swapped automation events are only available for Subscription Automation and are most commonly used to automate actions around a subscription upgrade or downgrade. You can setup these events to...