Documentation

• Fast Start
• Account Overview
• Creating Subscriptions
• Creating Single Products
• Create a Checkout
• Checkout Editor
• Checkout Flows

• Blocks
• Sections
• Line Items
• Inputs
• Options
• Subscriptions
• Payment Plans
• Address
• Addon Offer
• Custom Pricing
• Quantity
• Sidebar

• Design Settings
• Embedding Checkouts
• Embedding Upsells
• Custom CSS

• One-Click Upsells
• Thank You Pages
• Connections & Logic
• One-Click Upgrade (Subscriptions)
• Embedding Upsells

• Offer Title & Description
• Discounts
• Checkout URL
• Gateways
• Metadata
• Custom Tracking Code
• Items & Pricing

• 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
• Checkout Flow Complete
• Payment Plan Defaulted

• Products Overview
• Creating Single Products
• Creating Subscriptions
• Convert a Line Item to a Product
• Single Product Automation
• Subscription Automation

• Creating Subscriptions
• Subscription Automation
• Subscription 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

Reports

• Reports Overview
• Product Sales Report
• Lifetime Value Report
• Checkout Performance Report
• Affiliate Performance Report
• Payment Plan Performance Report
• Attribution Performance Report

Legacy Reports

• Sales Explorer Report
• Failed Payments Report
• Sales Tax Report
• Cashflow Projection Report
• Legacy Reports – Filtering & Grouping Results

Stats

• Subscribers
• Trial Success Rate
• What is Completion Rate
• What is Take Rate?
• What is Cashflow?
• What is MRR
• What is Churn?

Exports & Filters

• Legacy Reports – Filtering & Grouping Results
• Sales Data – Filtering & Exporting

Dashboards

• Dashboards Overview

• Intro to Customer Portal
• Embedded Portals

• Intro to Affiliates
• Affiliate Program Setup
• Affiliate Registration
• Affiliate Portal
• Affiliate Order Management
• Affiliate Commission Payouts
• How Tracking Works
• Affiliate Lead Tracking & Sharing

• 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

• Intro to Integration Actions
• Integration Field Mapping

ActiveCampaign

• Connecting ActiveCampaign
• Disconnecting ActiveCampaign
• Deep Data Integration Overview

Circle

• Circle Integration Overview

Custom Webhooks

• Custom Webhooks Overview

Customer.io

• Customer.io Integration Overview

Drip

• Drip Integration Overview

FirstPromoter

• FirstPromoter Integration Overview

Flodesk

• Flodesk Integration Overview

GoHighLevel

• GoHighLevel Integration Overview

Google

• How to Connect Google Analytics 4
• Google Analytics Events
• Google Tag Manager Overview
• Google Tag Manager Events
• Google Address Integration Overview

Heartbeat

• Heartbeat Integration Overview

Help Scout

• Help Scout Integration Overview

HubSpot

• HubSpot Intro / Getting Connected
• Connecting HubSpot
• 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

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)

Kajabi

• Connecting Kajabi
• Disconnecting Kajabi

Keap

• Connecting Keap (Pro / Max)
• Disconnecting Keap (Pro / Max)
• Send Sales Data to Infusionsoft & Keap (Sales Sync)

Kit

• Kit Integration Overview

LeadDyno

• LeadDyno Integration Overview

MailChimp

• Connecting Mailchimp
• Disconnecting Mailchimp

Make

• Make.com Webhooks Overview

MemberPress

• Connecting MemberPress
• Disconnecting MemberPress

Meta Pixel

• Meta Tracking Pixel
• Meta Conversion Pixel (Conversion API)

Mighty Networks

• Mighty Networks Integration Overview

Rewardful

• Rewardful Integration Overview

Slack

• Slack Integration Overview

SEGMetrics

• SegMetrics Integration Overview

ShipStation

• ShipStation Integration Overview

Taxes

• Taxes By Spiffy
• TaxJar Integration

Thinkific

• Connecting Thinkific
• Disconnecting Thinkific
• Thinkific Integration Overview

TikTok

• TikTok Pixel

Uscreen

• Uscreen Integration Overview

Zapier

• Zapier Webhooks Overview
• Zapier Integration Overview

Zoho

• Zoho CRM Integration Overview

• Getting Started with MCP
• Connect an AI App to Spiffy
• What Can I Ask My AI?

• 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 Integration 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
• Track Campaigns with UTMs

• API Settings