The next heading in the navigation bar is "Payment". By selecting this tab, you can conveniently manage your payments within the Kyvio system. When you click on the payment tab, you will have access to various navigation bars, such as "Order", "Subscription", "Transactions", "Products", "Coupons", "Tax Settings", and "Integration".
1. Within the "Orders" section, you will find a consolidated record of all submissions received from your funnels or websites. This section serves as a centralized hub where you can conveniently view and manage every order placed by customers. Whether a purchase is made through your website or any associated funnel, the "Orders" tab provides a comprehensive overview of all transactions. By accessing this feature, you gain valuable insights and control over the complete order history, ensuring efficient order management and streamlined operations.
2. Moving on to the "Subscriptions" section, here you will find the curated selection of subscription-based products that you have included in your order form. These products comprise two distinct types: one-time payment items and recurring subscriptions. The latter category consists of recurring services or products that are billed periodically, be it on a monthly, weekly, or bi-weekly basis, among other customizable billing frequencies. As the merchant, you have the flexibility to establish the subscription duration based on your preferences. Consequently, the "Subscriptions" section empowers you to effectively manage and monitor the recurring revenue streams generated by these subscription products, contributing to enhanced financial control and operational efficiency.
3. In the “Transaction” log, you'll find a complete record of all customer transactions, including charges, amounts, and customer details. It's useful for tracking one-time and recurring purchases. For recurring products, the log will show the initial transaction and subsequent monthly charges. In contrast, an order log only shows individual orders. The transaction log provides a comprehensive view of all transactions, ensuring accurate record-keeping.
4. In the "products" section, you have the ability to easily create products with both one-time and recurring payment options. To get started, simply click on the "create" button. This allows you to effortlessly establish a product that meets your requirements, giving you the flexibility to offer various payment choices to your customers.
When you navigate to the page, you will find a range of blank fields awaiting your input. In the "name" field, you can provide the specific name of the product you wish to create. As an example, let's consider a gym membership.
The description field allows you to provide an informative overview of the product, outlining its key features, benefits, and any relevant details. This provides an opportunity to effectively communicate what the product entails, enabling you to share information or promotional content with potential customers or users.
After describing the product, you can categorize it based on its nature: whether it is a service, a digital good, or a physical product. For instance, if you offer gym memberships, it can be categorized as a service. If you provide video lectures, they can be classified as digital goods. And if you are selling tangible items, they would fall under the category of physical products.
You also have the option to include an image of the product to showcase it to potential customers. If you have multiple identical products, you can upload an image of one to represent them all.
Additionally, you can give the product a pricing name, which can be the same as the product name. You can simply copy and paste it into the appropriate field. Furthermore, you can choose the type of product, deciding whether it will be a recurring subscription or a one-time purchase. The choice is up to you based on your preferences. If it is a recurring product, you can specify the price, such as 400 euros per month. Let's say you want to offer it for the next three months, so you can indicate the number of payments needed, which would be three, including the current one. After providing all the necessary information, you can click on "Create" and the product will be successfully created and can be found in your products tab.
Once you have created the product, you will need to connect it to your website. To do this, you can navigate to the "Sites" section.
Let's assume you want to create a new funnel specifically for testing purposes. In the funnel, you can add a step by selecting the "Create From Blank" option. This allows you to customize the order of steps according to your preference.
There are two types of order forms, One-step order form & Two-step order form
Now you have the option to choose between a two-step order form and a one-step order form. The one-step order form is straightforward, as it allows the customer to provide all the necessary details in one place. On the other hand, the two-step form involves the customer filling out the first step, where they provide their personal information, and then in the second step, they provide their credit card details. This separation into two steps helps improve the overall security and convenience of the ordering process.
One-step order form Two-step order form And after that you have to connect it to your website, you just simply need to go inside “sites”. For example, you want to create a new funnel it's a test product let's add a step use the correct from blank option form let's get back and add the product inside.
To add a product, just head to the "Products" section in the next overview. You can easily find it by navigating through the interface. Once you're there, locate the "+add product" button and simply click on it. This will initiate the process of adding a new product to your list.
And select the recently created product, which is the gym membership. Click on the price field, where you can modify both the name and the price of the product. Here, you can observe that it's a main product, and you also have the option to add bump products. For instance, if you offer a team membership and include a free child membership for an additional $10, you can designate it as a bump. This means that customers can choose to include the free trial by purchasing the team membership, or they can proceed with purchasing only the gym membership. The team membership will serve as the main product, while the free child membership will be the bump product that customers can opt for. After making the necessary adjustments, simply click on "save" to finalize the changes.
Currently, the product appears disabled since it's not connected to the Stripe payment gateway. Once you connect your payment gateway, the product will be displayed and accessible. By clicking the preview link, you'll be able to view the product. However, it currently lacks a payment method, which prevents viewing. Once you connect the payment gateway, the product will become active and no longer disabled. The absence of a connected payment gateway to the location is why the product is disabled. That's the process of creating products.
In the “Coupons” tab, you can create a new coupon to offer a percentage discount on special deals. Simply click on "Create New Coupon" to get started!
When you click on "Create Coupon" in the Coupons tab, a new area will appear where you can input the necessary information. It is important to fill in the highlighted boxes with the relevant details, by considering the given points below:
Provide a name for the coupon, such as "Easter Coupon" or "Charlie's Exclusive."
Choose whether to create a custom code or generate one automatically.
Select the type of discount: percentage or fixed amount.
Specify the discount value, e.g., 20% off or $10 off.
Set the validity period for the coupon, including the start date and time (e.g., today at 12 am).
Optionally, set an expiration date or leave it blank for no expiry.
Decide on the maximum number of times the coupon can be redeemed (e.g., 10 times).
Restrict the coupon to specific products if desired, by deselecting certain items.
Review the details and click "Create" to finalize the coupon.
Now you can see this created coupon valid from 12:00 AM as scheduled in coupons list.
To add this coupon to your website's funnel, simply navigate to the bottom and open the editor.
Click on the order form in the editor.Once clicked, the coupons will be enabled. To view the changes, access the preview link. Please note that the product may not be displayed if your payment gateway is not attached. To rectify this, ensure that you have attached your payment gateway. Once attached, the product and the coupons will be visible. Enable the coupon from this section, save the changes, and proceed to preview. This is how you create coupons within the Kyvio system.
The next step is to configure the "tax" settings. If you want to apply taxes to your customers, you can create taxes from the available options. This allows you to set up taxes according to the regulations in your country and the specific tax rates applicable. These tax settings are essential when it comes to handling invoices. However, since you won't be utilizing the invoicing feature within the Kyvio system and will solely focus on managing products, there is no need to set up tax settings or a tax manager at this time.
The next tab is "Integrations" where you can find all available payment gateways. There are four payment gateways available within the Kyvio system: NMI, authorize.net, PayPal, and the highly recommended option, Stripe. Having a Stripe account allows you to import products seamlessly. However, if you don't have a Stripe account or prefer not to create one, you can choose from the other available options. This is how you can configure your payments, coupons, and manage orders within the Kyvio system.