Search results for Custom Fields

172 articles found

  • How to Edit a customer's Active Subscription (Upgrade, Downgrade, Change Price)

    Need to upgrade or downgrade a customer subscription? Or charge a client a different amount for a monthly retainer? Easy! Spiffy gives you the ability to change a customer's subscription plan from

  • Is Spiffy ready for Secure Customer Authentication (SCA) / 3D Secure Regulations?

    Is Spiffy complaint with SCA regulations? Yes, Spiffy is already fully supporting the new Strong Customer Authentication (SCA) regulations that were scheduled to go into effect on September 14th,

  • 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

  • How to Add a customer to a campaign in Keap after a purchase is made

    Spiffy's powerful Deep Data Integration with Keap allows you to trigger actions in your Keap account when the customer makes a purchase. It is a great way to manage your post purchase communication wi

  • How to Add a Customer in an Infusionsoft Campaign After a Purchase Is Made

    In this article, we will cover how to set up Infusionsoft actions to 'Add' a customer to a 'Campaign', when they make a purchase on your Spiffy checkout.With this quick and easy action, you will be

  • Adding or Removing a customer from an ActiveCampaign List when a purchase is made

    This video tutorial will show how to set up ActiveCampaign actions to 'Add' or even 'Remove' Tags from customers, when they make a purchase on your order form. With this quick and easy action, you

  • Adding or Removing a customer from Automation in ActiveCampaign after a purchase is made

    This video tutorial will show how to set up ActiveCampaign actions to 'Add' or even 'Remove' a customer from 'Automation', when they make a purchase on your order form. With this quick and easy

  • How To Update Your Customer's Credit Card for Payment Plans and Subscriptions

    Sometimes, your customers will need to update their Credit Card billing info for their active subscriptions and payment plans. This may be needed for a failed payment, or if the customer has receive

  • Sending Customer Emails for Failed Recurring Payments, Card Expiring, and Card Expired

    Automated dunning emails are designed to help automate the process of keeping a customer's billing information up-to-date. When enabled, these emails will automatically be sent to your customer when

  • Can I pass order data to my thank you page?

    One of the most requested features we were asked for was the ability to pass data via URL parameters to custom Thank-You Pages. With Spiffy Checkouts, this is possible in a couple of was. When you

  • Thank You Page Setup

    The Thank You Page section is where you can determine what the customer sees after a successful purchase. By default, every Spiffy order form will have a generic Thank You Page that confirms the

  • Can I Get an Email Notifying Me When an Order Is Placed?

    Yes! Spiffy has a user setting that will enable the delivery of an order success notification to your user email. To enable this setting, just click on the 'Profile' icon from the dashboard, and

  • How to Remove First and Last Name From a Checkout

    Spiffy gives you the optional setting to remove the collection of First & Last Names on checkouts. This is a setting that you can find from within your Contact Information settings in the checkout

  • Offer > Details Settings

    The Details section displays in the right column. The Offer Image, Offer Name, and Offer Description appear to the right of the order form fields. Below, you will see a preview of how these sections

  • Setting up an Infusionsoft Landing Page to pass Name and Email to a Spiffy Checkout

    If you use Infusionsoft's Landing Pages, you can configure them to pass NAME and EMAIL to a Spiffy checkout, using Infusionsoft's landing page builder ability to set URL Parameters.The cool thing

  • Checkout Flows Overview

    We are happy to announce our new Checkout Flows feature, in the Checkout Editor! Checkout Flows gives you the ability to visually lay out your Checkout/Upsell experience, with features like 'Logic

  • Placing Manual Orders In Spiffy (Internal Checkouts Overview)

    Spiffy gives you the ability to quickly place manual orders for your customers, while logged into your Spiffy account. With our internal checkouts, you will be able to quickly take and place orders

  • Intro to Thank You Page

    Welcome to this quick overview of setting up your Thank-You Page for your Spiffy Checkout offer! In this video, we will give a quick overview of the options you have available for your Checkout's

  • Sales Data Overview

    With Spiffy, you can quickly access and review important sales data. You can also make and save filters for your data and export results as a CSV file. Sales Drop-Down Menu Orders - a list of all the

  • How to Add Payment Plans

    Payment Plans are a great way to sell your offer with an option to pay in installments. Spiffy gives you the ability to add callouts, percentage based finance fees, as well as deposits to your

  • Payment Receipts and Order Confirmation Emails

    Spiffy offers the option to automatically deliver simple order confirmation and payment receipt emails. When enabled, Spiffy can deliver a nice, simple email with a link to their order and payment

  • Google Tag Manager Overview

    Spiffy lets you easily integrate Google Tag Manager, giving you the ability incorporate useful tools like like Google Analytics and a wide range of third-party applications, like chat/help windows!

  • Do you have an affiliate program for selling Spiffy?

    We do not have an affiliate program for selling Spiffy accounts at this time. If you would like to do a joint promotion, we can create a custom affiliate campaign for a specific promotion. We do have

  • My Popup Is Displaying behind items or being overlapped on my sebsite ( z-index)

    Spiffy's popup is designed to be instantly compatible with most websites, but sometimes, some site headers, and custom widgets (Help/Chat pop-ups) can tend to overlap your Spiffy Popup. If your

  • How to Take an Upfront Deposit on Payment Plans

    Spiffy gives you the ability to set up a 'Deposit' on your Payment Plan options, allowing you to collect a specific up-front amount on the first payment of a payment plan. The 'Deposit' will act as

  • Does Spiffy have affiliate tracking as a feature?

    We currently have direct integrations with LeadDyno, and FirstPromoter to add affiliate tracking functionality to your Spiffy Checkouts. If you have a simple referral program, we also have a direct

  • Billing Automation Overview

    Billing Automation is one of the most important aspects of running any online business. Billing Automation allows you to automate the collection of outstanding payments and accounts receivable. This

  • How to Add a Single Pay One-Click Upsell

    Upsells are a great way to get an additional offer in front of customers who are already purchasing from your business. With Spiffy, you can quickly create a one-click upsell offer at your checkout

  • How to Charge More on the First Payment Plan Payment

    Spiffy gives you the ability to set up a 'Deposit' on your Payment Plan options. Charging a deposit can help cover additional costs, and when you set up a mult-pay Payment Plan option, you will be

  • Taxes by Spiffy - How To Guide

    Taxes by Spiffy is designed to be a quick and easy solution to start charging sales tax on checkouts. If you set up your taxable country as United States, you will be able to select all of the states

  • How to Add a Subscription as a One-Click Upsell

    Upsells are a great way to get an additional offer in front of customers who are already purchasing from your business. With Spiffy, you can quickly create a one-click upsell offer at your checkout

  • Facebook Pixel Integration Overview

    Introducing Spiffy's Facebook Pixel Integration! Facebook Pixel lets you receive information about the actions that are taken on your checkout, giving you insights to make your Facebook ads more

  • Change Subscription Overview

    Spiffy gives you the ability to change a customer's subscription plan from inside their order record. This is primarily used for when a customer wants to upgrade or downgrade their plan. You may have

  • Tier Based Subscription Billing Automation Overview

    After reviewing your feedback, Spiffy is proud to introduce a new layer of billing automation for subscriptions! Previously, you have had the option to set up global billing automation, but now, you

  • Clearbit Data Enrichment Integration Overview

    ClearBit is a service that specializes in providing additional marketing data, based on an email address.You can now integrate ClearBit with Spiffy, and your Customer Records will start accepting and

  • What is Churn?

    Churn is a percentage calculated by dividing the number of customers that cancel, by the total number of your customers. This number will help reveal the health of your subscriber base. A low churn nu

  • Subscription Resumed

    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

  • Subscription Canceled

    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

  • Resuming a Cancelled Payment Plan

    If you have a payment plan that was cancelled, either by a user, or when a failed payment fails on all of it's re-attempts, you now have the option to resume the payment plan. In this overview, we

  • How To Cancel a Payment Plan

    You can easily cancel a customer's 'Payment Plan' from right inside of the Spiffy order record. Just navigate to the customer's order for their Payment Plan, and select the option to 'Cancel Payment

  • Thinkific Integration Overview

    Spiffy is proud to offer our direct integration with Thinkific. With our simple yet powerful integration, you can grant your customers access to your Thinkific courses! Once connected, you will have

  • Apple Pay Overview

    IMPORTANT! Due to current limitations with Apple Pay, Spiffy only supports Apple Pay as a payment option on Spiffy hosted checkouts. Apple Pay is not compatible with embedded checkouts. One of our

  • How to Issue a Full or Partial Refund on a Payment

    Sometimes, customers request refunds, and with Spiffy, you can quickly issue a refund on a customer payment. We offer the ability to refund full payments, as well as partial refunds on a payment. To

  • HubSpot Integration Overview

    HubSpot is a powerful software for Inbound Marketing and Sales. Spiffy now integrates with HubSpot. When you integrate your Hubspot account with Spiffy, you will automatically start seeing customer

  • Changing or Updating Billing Information for your Spiffy account

    To change or update your billing for your Spiffy account, Just click on the Profile icon on the Spiffy Dashboard, and select 'Settings' Click the Billing option in the sidebar To update your billing,

  • Subscription One Click Upgrade Overview (Subscription Upgrade)

    One Click Upgrades are upgraded offers to your subscription plan, presented to your customer after the initial checkout. One Click Upgrades are similar to One Click Upsells, but the difference is, a

  • Google Sheets: How to connect Spiffy and Google Sheets

    Spiffy gives you the ability to connect to Google Sheets through Zapier! The video above will show you how to set this up! Successful orders can send customer information straight to Google Sheets, an

  • Upcoming Subscription Payment

    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

  • Upcoming Subscription End of Trial

    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

  • Intro to Upsells

    Welcome to this brief overview on setting up an Upsell offer on your Spiffy Checkout! A One-Click Upsell after an initial purchase is a great way to boost sales, by giving your customer a chance to