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Getting Started
Fast Start
Account Overview
Creating Subscriptions
Creating Single Products
Create a Checkout
Checkout Editor
Checkout Flows
Elements
Blocks
Sections
Line Items
Inputs
Options
Subscriptions
Payment Plans
Address
Addon Offer
Custom Pricing
Quantity
Sidebar
Styling & Customization
Design Settings
Embedding Checkouts
Embedding Upsells
Custom CSS
Flows
One-Click Upsells
Thank You Pages
Connections & Logic
One-Click Upgrade (Subscriptions)
Embedding Upsells
Checkout Settings
Offer Title & Description
Discounts
Checkout URL
Gateways
Metadata
Custom Tracking Code
Items & Pricing
Automation
Intro to Automations
Purchase Automations
Subscription Automation
Single Product Automation
Automation Logs
Billing Automation
Billing Automation Overview
Payment Failed
Card Expiring
Card Expired
Card Updated
New Affiliate
Marketing Consent GDPR
Subscription Unpaid
Subscription Canceling
Subscription Resumed
Subscription Canceled
Subscription End of Trial
Upcoming Subscription End of Trial
Subscription Payment
Upcoming Subscription Payment
Subscription Payment Failed
Payment Plan Completed
Payment Plan Unpaid
Payment Plan Payment Failed
Payment Plan Payment
Advanced Billing Automation
Hot Swap Overview – Streamlined Credit Card Update Follow Up
Upcoming Payment Plan Payment
Payment Disputed
Card Auto-Update
Subscription Started
Refunded Payment
Purchase
Subscription Expired
Subscription Swapped
Payment Verification Required (3DS)
Product Purchased
Products
Products Overview
Creating Single Products
Creating Subscriptions
Convert a Line Item to a Product
Single Product Automation
Subscription Automation
Subscriptions
Creating Subscriptions
Subscription Automation
Subscription Management
Order Management
Adaptive Search
Customer Records
Order Records
Subscription Management
Payment Plan Management
Recovering Payment Failures
Refunds
Receipts
Charge Card on File (Internal Orders)
Update Card on File
Retry Failed Payment
Reporting & Analytics
Reports
Sales Explorer Report
Failed Payments Report
Sales Tax Report
Cashflow Projection Report
Stats
Subscribers
Trial Success Rate
What is Completion Rate
What is Take Rate?
What is Cashflow?
What is MRR
What is Churn?
Exports & Filters
Reports – Filtering & Grouping Results
Sales Data – Filtering & Exporting
Dashboards
Dashboards Overview
Customer Portal
Intro to Customer Portal
Embedded Portals
Affiliates
Intro to Affiliates
Affiliate Program Setup
Affiliate Registration
Affiliate Portal
Affiliate Order Management
Affiliate Commission Payouts
How Tracking Works
Account Settings
Manage Payment Gateways
Company Settings
Notifications (Customer & User Emails)
Adding Team Members As Users
Sales Tax
Custom Fields
Discounts
Integrations
Two-Factor Authentication (2FA)
Company Timezone
Custom Domain
Branding Settings
Integrations
Intro to Integration Actions
Integration Field Mapping
TikTok
TikTok Pixel
ConvertKit
ConvertKit Overview
Custom Webhooks
Custom Webhooks Overview
Taxes
Taxes By Spiffy
TaxJar Integration
FirstPromoter
FirstPromoter Integration Overview
LeadDyno
LeadDyno Integration Overview
Rewardful
Rewardful Integration Overview
Google
Google Tag Manager Events
Google Analytics Events
Google Address Overview
Google Tag Manager Overview
How to connect Google Analytics 4
Circle
Circle Integration Overview
Zapier
Zapier Webhooks Overview
Zapier Integration Overview
GoHighLevel
GoHighLevel Overview
SEGMetrics
SegMetrics Overview
Uscreen
Uscreen Overview
Zoho
Zoho CRM Overview
Make
Make.com Webhooks Overview
Drip
Drip Overview
MemberPress
Connecting MemberPress
Disconnecting MemberPress
Kajabi
Connecting Kajabi
Disconnecting Kajabi
Thinkific
Connecting Thinkific
Disconnecting Thinkific
Thinkific Integration Overview
MailChimp
Connecting Mailchimp
Disconnecting Mailchimp
ActiveCampaign
Connecting ActiveCampaign
Disconnecting ActiveCampaign
Deep Data Integration Overview
Meta Pixel
Meta Tracking Pixel
Meta Conversion Pixel (Conversion API)
HubSpot
Hubspot Intro / Getting Connected
Connecting HubSpot
Integration Actions
Actions & Events Inside HubSpot
Hubspot Embed Code
Disconnecting HubSpot
HubSpot Deal Property Management Using Workflows
Enable Order Deals for HubSpot
Convert Existing Deals
Keap
Connecting Keap (Pro / Max)
Disconnecting Keap (Pro / Max)
Send Sales Data to Infusionsoft & Keap (Sales Sync)
Infusionsoft
Connecting Infusionsoft (Keap Max Classic)
Disconnecting Infusionsoft (Keap Max Classic)
Integrating with Infusionsoft’s Affiliate System
Send Sales Data to Infusionsoft & Keap (Sales Sync)
FAQ
Initial Account Setup
Deleting a Checkout
Duplicate / Copy a Checkout
Is Spiffy PCI Compliant?
Setting up Your Stripe Account
How to Test My Checkout / Run a Test Transaction
Multiple Thank You Pages
Select Checkout Options with URL Parameters
Take Rate
Why is reCAPTCHA Showing on My Checkout?
How to Disable Google Maps Autocomplete
How do my customers view/download receipts from the Customer Portal?
How to offer a lifetime option with subscriptions
Adding Affiliate Resources to your Affiliate Portal
Expire/Deactivate a Checkout
How to set up Webhook Secret Key
SegMetrics Overview
Hide Coupon Code Input Box
Merge Duplicate Customers
Subscription Swapped
Notifications for Integration Connection Issues
How to Find Spiffy Checkout ID
HubSpot Deal Property Management Using Workflows
View All Orders from a Checkout
Failed Payment Recovery in Flows
Remove Customer Card
Adding Notes in Spiffy
Convert a Line Item to a Product
Billing Address Block Overview