Sending Automated Order Confirmations Your CRM platform can automatically send detailed confirmation emails to customers immediately after they complete a purchase. These emails serve as digital recei
Overview The CRM allows you to control when your offers become active and when they expire. You can set a fixed access period that begins when a member signs up, such as 6 months, 2 months, 1 week, or
This glossary defines key terms and concepts used in the Affiliate Manager feature of your CRM. Core Concepts Affiliate An individual or business that promotes your products or services in exchange fo
Understanding Affiliate Payouts and Commissions Affiliate payouts are the payments distributed to your affiliates as a reward for sales they generate. This guide explains how commissions are tracked a
Building Trust with Customer Reviews Increase customer confidence in your products by enabling reviews and ratings. This feature allows shoppers to share their feedback, which you can moderate before
What Are In-App Upsells? In-app upsells allow you to promote additional products or exclusive offers directly within the membership area of your CRM. When a member visits their library page, they may
About Membership Comments Comments allow students in your membership or course to share feedback, ask questions, and interact with each other. As an instructor, you can control whether comments are vi
Offering Subscription Services and Recurring Products You can now sell subscription-based services and recurring products directly through your CRM e-commerce store. This feature allows you to charge
About Related Products You can now showcase related products on your store's product detail pages. This feature helps customers discover additional items they might be interested in, improving their s
About Manual Payment Methods You can now offer manual payment options like Cash on Delivery (COD) or custom methods, giving customers flexibility to pay using cash, check, or other arrangements during
What Are Shipping Zones? Shipping zones allow you to define specific geographic regions where you apply different delivery charges. This enables you to set varying rates for different states, province
Organizing Your Product List for Shoppers Helping customers easily find the products they want is essential for any online store. To improve product discoverability, you can now add sorting and filter
Introduction This guide explains how to use the CRM's public API to create a product and assign it a price. The API allows you to build your product catalog programmatically, supporting both simple pr
Enhancing Courses with Audio Content You can now enrich your course materials by adding audio files directly to your lessons. This feature allows you to create more engaging and flexible learning expe
Introduction This guide explains how to develop a custom shipping carrier integration for your CRM’s marketplace. Integrating a custom carrier allows businesses to connect their preferred shipping pro
Introduction This guide outlines the process for creating and publishing a dropshipping integration as a marketplace application for your CRM. You will learn how to build provider integrations that ha
What Is the Printify Integration? The Printify integration links your CRM e-commerce store to Printify’s print-on-demand platform. Once connected, you can import products you’ve designed in Printify,
What Is the Checkout Orchestrator? The Checkout Orchestrator is a redesigned checkout engine for Membership Courses in your CRM. It coordinates payments, access grants, and notifications using an opti
This update introduces significant improvements to course management within your CRM, focusing on better import capabilities, more reliable scheduling, and enhanced preview functionality. These change
Introduction Managing shipping and fulfillment for your online store can be complex, with multiple carriers, rate calculations, and tracking details to handle. The ShipStation integration for CRM simp
The CRM has released a series of user interface enhancements specifically for mobile viewing of your E-commerce store. These updates are designed to provide a more consistent, responsive, and user-fri
Setting Up Taxes for Course Offers Tax support for course offers ensures that your course checkout pages accurately charge and display taxes based on your Payments tax settings. This guide explains ho
What is Locale-Based Currency Formatting? Locale-Based Currency Formatting automatically adjusts how prices appear in your CRM e-commerce store based on each visitor's location and language settings.
Image Zoom is a feature for your CRM's online store that enables customers to examine product images in greater detail. By configuring how images behave when a customer interacts with them, you can en