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sticky.io Platform (CRM) Onboarding Guide & Documentation
sticky.io Platform (CRM) Onboarding Guide & Documentation
Welcome to sticky.io! Here, you'll find a collection of resources to help get you up and running with sticky.io's core platform
Welcome to sticky.io - Start Here!
Getting Started with sticky.io
Step 1 — Offer Creation
Step 2 — Payment Processors and Shipping Configurations
Step 3 — Email Notifications
Step 4 — Campaign Creation
Step 5 — What's Next?
Getting Started Video Series
Helpful Resources
Access Billing Portal
How To Access Your sticky.io License Agreement
Migration Guide
sticky.io Mobile
Accounts & Permissions
Affiliate Permissions
Server IP Addresses
Editing Analytics Permissions for Users
Enable Single Sign On For Providers
Grant User Access to my.sticky.io
my.sticky.io
Create User Accounts
Single Sign On API
Campaigns
Create a New Campaign
Manage Campaigns
Appending Affiliate/Sub-Affiliate ID Data
Add Postback URL
Configurations
Create Customer Email Notifications
System Notifications
Custom Fields
Add Note Template Profiles / Customer Dispositions
Coupons
Coupon Profiles
Customer & Prospect Accounts
Add and Edit Prospects
Import Prospects
Member Portal
Manage Customer Profiles
Blacklist a Customer
Customer Page
Declines
Configure Decline Manager
Create Cascade Profiles
Set Hard Decline Rules
Set up your Intelligent Cascade profiles
Define Key Domain Settings
Scheduling
Expenses
Expense Assumptions
Marketing Tools
Google Sheets Segments Contact Syncing
Segment Customers and Prospects
Smart Tags
Offers & Billing Models
Add Billing Models
Offer Configurations
Create an Offer
Orders
Understand Order Status
Order Details
Place a new order
Reprocess Declined Orders
Search Order History
Edit Orders
Payments
Create Payment Routing Profiles
Manage BINS
Products
Add products
Add Categories
Create Bundles
Product License Key
Submitting Upsells in sticky.io
Returns
Manage Returns
Sales Tax
Add Sales Tax
Shipping
Shipping Groups
Shipping Methods
Subscriptions
Billing Scenarios
How to add a new product to an existing subscription
Manage Subscriptions
View Your Analytics
About Analytics
Glossary of Measures
Glossary of Terms
Analytics vs Reports - Data Calculation Methodology
How to Use Filters
Downloading a Report
Schedule Reports & Dashboards
Configure Advanced Tracking
Custom Reporting
Benchmark Notifications
Doorway Page
Churn
View Your Analytics - Import / Export Data
Export Data out of sticky.io
Import Blacklist
Import Customers
Import NMI Paysafe Gateway profiles
Import Orders
Import Product Licenses
Import Products
Import Refunds
Import Sales Tax Profiles
Import Sensitive Data
Import Tracking Numbers and Return Orders
Import User Accounts
Using CSV Format
View Your Analytics - Prescriptive Analytics
Decline Reducer
Revenue Generator
Traffic Optimizer
View Your Analytics - Reports
API Call Counts
Attribution Analysis
Coupon Analysis
Customer Dispositions
Decline Reasons
Employee Activity
Fulfillment Reconciliation
Gateway Health
Refund Failures
Sales by Campaign
Sales By Date
Sales by Gateway
Sales by Products
Sales by Prospects
Sales by Retention
Sales by Subscriptions
SMTP Report
View Your Analytics - Financial Dashboards
Monthly Recurring Revenue
Profit & Loss
Reserve Predictions
Subscription Forecasting
Subscriptions
View Your Analytics - Marketing Dashboards
Billing Models
Channels
Conversion Rate
Customers
Traffic Source Quality
View Your Analytics - Operational Dashboards
BIN Management
BINs
Chargebacks
Customer Service
Fulfillment
Intelligent Cascade
Processing
Product License Keys
Products
Risk-Free Trial Consent
View Your Analytics - Summary Dashboards
Dashboard Overview
Key Measure Summary
Straight Sale Summary
Order Analysis
Webforms for Campaigns
Appending Data To Success URL
Adding Cookies to Page 1 on a Two Page Campaign
Appending User Defined Data
Enabling a Checkbox to Require Terms of Service on Your Order Pages
Receiving an Error Message When Processing Order
Setting Up a Product/Shipping Method Relationship
Using a Custom IP Address
Using a Promocode for Product
Using a Promocode for Shipping Method
