This is a quick-start guide to help you add your products into PayKickstart and start having affiliates promote your products.

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2 This is a quick-start guide to help you add your products into PayKickstart and start having affiliates promote your products. Make sure you check out our in-depth Knowledgebase for more articles, videos, and tutorials.

3 STEP 1. PLATFORM SETTINGS

4 We recommend that you first go into your Platform Settings and set up a few things Base Currency: Choose your primary currency that will be used by default on your checkout pages. Note: You can the Enable Multiple Currency which will allow the customer to choose their local currency and provide a realtime currency conversion on the checkout page.

5 Time Zone: Specify your local time zone so that all sales Day/Time will display in your location. Affiliate Settings: Specify if you want to manually approve affiliate partners or automatically approve them. You can also choose which type of affiliate program you would like to run (ie: lifetime commissions, each campaign is unique).

6 STEP 2. INTEGRATIONS

7 Now you want to go and connect your Payment, and Webinar integrations. Payment (Required): Connect your Paypal and/or Credit Card processor so you can start accepting payments. See: (Optional): Connect your Auto-responder so you can automatically add customers to your list for follow-up. See:

8 Webinar (Optional): If you would like to automatically add a customer to an upcoming webinar, you can connect to one of the webinar integration partners. See: Analytics (Optional): If you re using a third-party analytics software (e.g. ChartMogul, etc), you can connect analytics accounts to your PayKickstart account so you can automatically send customer sales data to your analytic platforms. This will allow you to have advanced reporting, on top of the reports PayKickstart provides. See: Fulfillment (Optional): If you re selling physical goods, you can connect your fulfillment services to PayKictsart to easily fulfill customer purchases and shipments See:

9 STEP 3. CAMPAIGN SETUP

10 You first need to create a Campaign name. Click the LEFT menu labeled: Campaigns. Then locate the New Campaign button. Click that and give your campaign a name. Then upload a Campaign logo which will be used on your checkout page and various other areas inside of PayKickstart.

11 Then choose from the connected payment integrations you set up on STEP #2 above, so that you can offer Paypal and/or Credit Card processing. Below is an example of what it will look like Enable Paypal and/or Credit Card and click the account to use for this campaign. Choose which affiliate and buyer notifications will be sent based on specified actions.

12 See: Add your support URL/ and your refund policy.

13 Enable/Disable if you would like APPROVED affiliate partners to be able to promote your product.

14 (If applicable to your product) Integrate a 3rd party membership service, to automatically add the customer to a plan/membership level upon purchase.

15 STEP 4. PRODUCT SETUP

16 Now you can start adding your products to that campaign. Go to Campaigns and click the product drop-down, then click ADD PRODUCT Step #1: Product Details This is where you will give your Product a name, description, landing/sales page, product access URL, and set the price point. Step #2: Checkout Page This is where you can edit/customized the checkout page design. Cilck the Open Editor to have more custom options.

17 Step #3: Integrations This is where you will select from the pre-connected , Webinar and Membership integrations so you can automatically add customers to various 3 rd party services upon purchase.

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19 STEP 5. FUNNEL SETUP

20 Now that we have our Campaign and Products added into the system, we need to set up our sales funnel. After doing this, you can grab your checkout link and start selling! Give your funnel a name, choose which Campaign it should be associated with and what affiliates are able to promote the funnel.

21 After that, you will go into our visual funnel builder. This is where you will add your products from the dropdown and choose the funnel path a customer will go through based on what products they purchase in your funnel. For each product that you add in your funnel, we will provide a checkout link that you will use on your self-created landing page to send people to purchase. A customer will automatically go to

22 the next landing page in your funnel based off if they purchased or not. If they DO NOT buy a one-time offer/upsell, you want to hyperlink the No Thanks link to the next page in your funnel. See: NOW YOU RE READY TO SELL!

23 Note: The remaining steps listed are related to affiliate management, if you decide to include an affiliate program for your business. If you do not, you can ignore that step and start selling your products.

24 STEP 6. AFFILIATE PROGRAM SETUP

25 Now that we have our funnel setup, we can start adding promotional materials into the Marketing section for affiliates. Your approved affiliates will now see their unique affiliate link, swipes, banners and contests you ve provided. Under Campaigns you will find the affiliate request URL that you will provide them in order to get approved and receive their unique affiliate promotion link.

26 If you manually are approving affiliates, you will receive an and also a notification in the app when you have new affiliates to approve/deny. You can either approve them for JUST that product they want to promote, OR to promote all of your products. Same with denying an affiliate.

27 Once you approve your affiliates, inside of their affiliate account, they ll be able to grab their default affiliate link for your funnel(s). Their link will take their visitors to the landing page you have set for the first product in the chosen funnel. And that s it! If you have any questions, feel free to support@paykickstart.com