Search results for Custom Fields

171 articles found

  • Mapping Spiffy Fields and Checkout Options to ActiveCampaign Fields (Integration Field Mappings)

    When integrating with Active Campaign, Spiffy has always sent basic customer and order details (name, email, billing/shipping address, standard order information) to Active Campaign, but now, you can

  • Mapping Spiffy Fields and Checkout Options to Infusionsoft Fields (Integration Field Mappings)

    When integrating with Infusionsoft, Spiffy has always sent basic customer and order details (name, email, billing/shipping address, standard order information) to Infusionsoft, but now, you can map

  • Mapping Spiffy Fields and Checkout Options to KEAP Fields (Integration Field Mappings)

    When integrating with KEAP, Spiffy has always sent basic customer and order details (name, email, billing/shipping address, standard order information) to KEAP, but now, you can map and send

  • Payment Plan Completed

    Spiffy's Billing Automation settings allow the ability to trigger different actions based on a variety of billing events. Click here to view our Billing Automation Overview to get a better understandi

  • Mapping Spiffy Fields and Checkout Options to Hubspot Contact, Deal and Ticket Fields (Integration Field Mappings)

    When integrating with Hubspot, Spiffy has always sent basic customer and order details (name, email, billing/shipping address, standard order information) to Hubspot, as well as the ability to create

  • Using Both the Deep Data & Native App Direct ActiveCampaign Integrations

    Using Both Spiffy's Deep Data Integration and the new Spiffy Native App for ActiveCampaign You can use Spiffy's ActiveCampaign Deep Data Integration with the new ActiveCampaign Spiffy Native App!

  • How can I capture and store address in ActiveCampaign

    Introducing the new Spiffy Native App from ActiveCampaign Spiffy is one of the first native integrations available in the ActiveCampaign app marketplace. The Spiffy native app makes it possible to

  • Overview: ActiveCampaign Native App Integration

    Introducing the new Spiffy Native App from ActiveCampaign Spiffy is one of the first native integrations available in the ActiveCampaign app marketplace. The Spiffy native app makes it possible to

  • Custom Webhooks Overview

    Spiffy is happy to share that you can now use custom webhooks in your automation! In the past, we offered the ability to use Zapier webhooks, but after hearing your feedback, we now offer the ability

  • Payment Plan Unpaid

    Spiffy's Billing Automation settings allow the ability to trigger different actions based on a variety of billing events. Click here to view our Billing Automation Overview to get a better

  • Payment Failed

    Spiffy's Billing Automation settings allow the ability to trigger different actions based on a variety of billing events. Click here to view our Billing Automation Overview video to get a better

  • Subscription Canceling

    Spiffy's Billing Automation settings allow the ability to trigger different actions based on a variety of billing events. Click here to view our Billing Automation Overview to get a better

  • Card Expiring

    Spiffy's Billing Automation settings allow the ability to trigger different actions based on a variety of billing events. Click here to view our Billing Automation Overview to get a better

  • Spiffy Checkouts Visual Editor Overview

    In this overview video, we will give you a tour of Spiffy's Visual Checkout Editor, to get you familiar with the options and features that are available to help create the perfect offer! The Spiffy

  • Card Expired

    Spiffy's Billing Automation settings allow the ability to trigger different actions based on a variety of billing events. Click here to view our Billing Automation Overview to get a better

  • ActiveCampaign Integration Overview

    This tutorial video will show you how to connect and integrate Spiffy with your ActiveCampaign account. Spiffy's powerful integration with ActiveCampaign will allow you to take orders, and keep track

  • Subscription Unpaid

    Spiffy's Billing Automation settings allow the ability to trigger different actions based on a variety of billing events. Click here to view our Billing Automation Overview to get a better

  • Manage Your Account Settings

    Managing your Account Settings can be done by selecting your profile icon on the Spiffy Dashboard, and clicking Settings. Clicking Settings will open your account settings, where you can view and

  • Mailchimp Integration Overview

    Spiffy is proud to announce our direct integration with Mailchimp. Integrating Spiffy with your Mailchimp account will let you easily get your customer information over to your Mailchimp audience and

  • Hot Swap Overview - Streamlined Update Card Follow Up

    We've created a super-awesome, streamlined "update card on file" feature, for subscriptions and payment plans. This allows your customers to update their card on file, without having to login to a

  • Can You Host Order Forms on Your Own Custom Domain or URL?

    Currently, the best way to get a checkout page on your own domain name or custom URL is to use our embedded checkouts functionality. You can embed a Spiffy Checkout right into any of the major

  • Auto Mapped Fields - Integration Field Mappings

    Auto-Mapped fields are fields that are required by your integration to allow Spiffy to send over customer/order information after a purchase on a Spiffy Checkout. Most integrations require the 'Email

  • Default Mapped Fields - Integration Field Mappings

    Default mapped fields are common fields in your integration that Spiffy is able to map to automatically. These fields usually include 'Name' and 'Address' (Billing & Shipping) These mappings can be

  • Can I remove the billing address fields?

    Yes. You can remove the Billing Address section from your Spiffy order form, to only collect Name, Email Address, and Credit Card details. Step 1: Click "Edit" on and existing Order Form You can

  • Can I Map UTM fields to my integration?

    Yes you can! If you are capturing UTM values on your checkouts, Spiffy stores these values and they can be mapped to integrated systems like Keap/Infusionsoft, ActiveCampaign, Hubspot and more! In

  • Name Your Price / Custom Pricing Overview

    One of our biggest feature requests has been to offer the ability to allow customers to enter their own price on a checkout. We are happy to announce that Spiffy Checkouts now has an option for this.

  • Adding Advanced Custom Tracking Code To A Checkout

    For our advanced users that may have their own custom tracking code solutions, Spiffy Checkouts allows you to easily install your custom tracking scripts on you individual checkouts. Spiffy already

  • Adding a Verify Email Field

    A common situation that our users come across is that their customers sometimes type in their email address incorrectly. This can lead to customers not receiving any follow-up emails that you have

  • How to Add a Company Field to Your Checkout

    Adding a field on your checkout to collect your customer's 'Company Name' is a quick and easy process in the Spiffy Checkout Editor. Input fields just need to be created inside a card, like the card

  • How to Add a Phone Number Field to Your Checkout

    Adding a field on your checkout to collect your customer's 'Phone Number' is a quick and easy process in the Spiffy Checkout Editor. Input fields just need to be created inside a card, like the card

  • Customizing/Changing Checkout Colors

    Getting your checkout to match your brand is very important, and with the Spiffy Checkout Editor, you have the option to change the colors of a wide range of elements on the checkout. From the

  • Customer Record Overview

    Spiffy Customer Records give you the ability to review and manage your customers that have placed orders on your Spiffy Checkouts. As you start to receive orders on your Spiffy Checkouts, Spiffy will

  • Customer Portal Settings

    You have the ability to control whether or not a "Cancel Subscription" button is available to your customers in the Customer Portal. By default, the Customer Portal will allow your customers to

  • How to Add Sidebar Content

    Adding 'Sidebar Content' to your checkout is a great way to give your customers more information about the offer you are selling. This can be used to go into detail on what the offer will include, as

  • What is Billing Address Optimized Layout?

    The Optimized Layout for Address Fields The Optimized Layout is a streamlined layout for the address fields on your checkout. By default Optimized Layout is turned "ON". This is important for a

  • How Do I Remove The Discount / Promo Code Field From A Checkout?

    Spiffy automatically adds the promo code field to the Checkout's order summary when you have discount codes set up in the checkout editor's 'Offer' tab. To remove the 'Coupon Code' input from a

  • What is the Customer Portal?

    Spiffy gives you the ability to let your customers update their billing for their active 'Subscriptions' and 'Payment Plans', If you give your customers access to the 'Customer Portal'. They can even

  • Can I pass name and email data to my Spiffy checkout page? (Multi-step checkout)

    A Multi-Step checkout is a great way to collect information up front when a customer is headed to checkout. This is a great way to set up abandoned cart automation. You can set up your own multi-step

  • Setting Up a Mult-Step Checkout Using a Webform or Landing Page

    A Multi-Step checkout is a great way to collect information up front when a customer is headed to checkout. This is a great way to set up abandoned cart automation. You can set up your own multi-step

  • How to use the Customer Portal

    Spiffy offers a 'Customer Portal' where your customers can view their past billing, update their billing, and cancel their active 'Subscription'. We provide a link that you can share with your

  • How to Cancel a Customer's Subscription

    Cancelling a customer's subscription inside of Spiffy is quick and easy, In this quick article, we will show you how to do this. Navigate to the customer's order record. (You can easily search for

  • How to Delete A Customer Credit Card

    Has your customer asked for you to delete all of their information? Due to anti-money laundering (AML) and know your customer (KYC) regulations, we do not allow the deletion of customers. The "Right

  • Invoices / Receipts in the Customer Portal

    The Customer Portal is designed to give your subscribers that pay a recurring charge the ability to access/manage their billing and subscriptions. The Spiffy Customer Portal can give your customers

  • How do customers pay a past-due balance?

    If a customer's payment fails, leaving an unpaid balance on their account, all they need to do is update their credit card on file. Past due balances are paid automatically when your customer updates

  • Cancelling Customer Subscriptions From Inside Hubspot Contact Record

    With our Hubspot integration, you will be able to manage simple functions surrounding your customer's Subscriptions, Payments & Orders from in the Hubspot contact record. Spiffy automatically syncs

  • How do I send a customer a receipt/invoice?

    Yes! Spiffy come equipped with the ability to send automatic order confirmation emails, that contain a link to a hosted receipt that can be printed / downloaded as a PDF. You can enable these setting

  • How do my customers update their credit card information?

    When a customers payment on a Subscription Plan or Payment Plan fails, they may need to update their credit card. With Spiffy, we provide a link where your customers can go to enter their order

  • Embedded Upsell Overview

    Spiffy gives you the ability to create your own custom upsell pages through the use of embedded links. You can now set up upsell offers for your Spiffy checkout, and have the option to use embedded

  • What does the SCA verification look like to my customer?

    Spiffy is fully supporting the new Strong Customer Authentication (SCA) regulations. In this article, we will display how your customers will see the SCA verification at their end. When customer will

  • My Customers Don't See SCA Verification When Paying with PayPal

    Spiffy's PayPal integration fully supports Strong Customer Authentication (SCA).When using a credit card, if SCA Verification is required, Spiffy will automatically display a pop-up that has the