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

By Support and 1 other2 authors145 articles

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

Integrating with the sticky.io Payments iFrame

Create Payment Routing Profiles

Products

Submitting Upsells in sticky.io

Returns

Sales Tax

Shipping

Subscriptions

How to add a new product to an existing subscription

View Your Analytics

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

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

Traffic Source Quality

View Your Analytics - Operational Dashboards

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