Here’s how to get your account set up to take your first payment, fast.
- Connect Your Stripe Account
- Connect Your CRM & Integrations (Optional)
- Create Your First Product
- Create Your First Checkout
- Publish & Send Link
Connect Your Stripe Account
In the Account Creation onboarding process when you purchase Spiffy, we prompt you to connect your Stripe and PayPal accounts, so you’ve most likely already completed this step.
If you still need to connect Stripe, or switch the Stripe account that you’ve already connected, you will do that under Account Settings.
In your Account Settings click on Gateways. You will see a list of Payment Gateways available to connect to Spiffy.
Click here for quick access to your Settings page.
Connect Your CRM & Integrations (Optional)
If you are using a CRM like ActiveCampaign, HubSpot, Keap, or Mailchimp, you will want to get that connected, so your customer information and sales data gets stored in your CRM, and you can set up a welcome email to send.
Connect your CRM & other integrations from the Integration Settings page in your account. To get to the integrations settings, click on Integrations in your Account Settings.
If you’re using other software that we don’t currently have a direct integration with, you can still connect Spiffy with thousands of other apps, via our Zapier Webhooks integration.
Create Your First Product
Using Products is optional, but highly recommended for the most control and flexibility with reporting, automation, and affiliate programs.
There are two categories of Products within Spiffy: Single Products and Subscription Products.
Single Products are digital products or services that you sell for a set price. These can be paid in full, or on a payment plan (e.g. a course, coaching program, etc).
Learn more about Creating Single Products
Subscription Products have recurring payments at a regular cadence (monthly, annually, etc) and run indefinitely until cancelled (e.g. a membership).
Learn more about Creating Subscription Products
Create Your First Checkout
- Navigate to Checkouts in the left navigation menu.
- Click in the area with the label Create New Checkout.
You will start in our checkout creation flow that will prompt you to enter a few pieces of essential information to get a basic checkout created.
Learn more about Creating a Checkout
Once you complete the checkout creation flow, you’ll see a page with a couple of buttons that prompt you to view your basic checkout or enter the Spiffy Checkouts Visual Editor to add other elements to your checkout.
Learn more about how to use the Visual Editor to create your perfect checkout.
Publish & Send Link
At the top right of the Spiffy Checkouts Editor, you will see an orange publish button. This will publish what you’ve created in the editor as a live Checkout.
When you click Publish, a window will appear on the screen with the Checkout URL link that you can send directly to a customer or client, or link to from your website. You will also have an opportunity to access the embed codes to install the checkout in any popular website builder that accepts custom code.
Learn more about embedding checkouts.
Other Settings to Update and Adjust
This article is meant to help you get your first checkout up and running quickly to accept payment as fast as possible.
Once you have some time to dig into your account setup, there are a few places that you will want to update and adjust settings.