Guides

Guides are complete flows that cut across several features end to end — capture a lead, charge, deliver, support — rather than explaining one feature on its own. Use them when you already know what you want to build and need the whole sequence, not one specific screen.

Before you start: each guide states the workspace role and its own prerequisites at the top. If you only need to understand one feature, start from Features; if you are still setting the workspace up, see Get started.

Start here

What to do in your first weeks — a week-by-week route from an empty account to a running operation.
Coming from another platform — the migration order that keeps you selling during the move.

Money

How do I make my first sale? — the shortest path to a paid order.
Register a product and put it on sale — product, offer, deliverable and checkout.
What do I need to receive money? — seller registration, verification and a bank account.
Get my money out of the platform — balances, release period and fees.
Check that my sales add up — reconciling fees, refunds and commissions.
Subscriptions and failed charges — status and recovery.
Issue invoices for my sales — integrating an external issuer.

Selling

From capture to sale — capture a lead, move it through the pipeline and close it.
Launch with checkout and recovery
Open and close cart launch — real urgency, and closing without loose ends.
Deliver a lead magnet — capture, deliver automatically, then nurture.
Build a VSL funnel
Use Clickmax for a webinar
An offer with a per-lead deadline
A limited-time campaign
Selling on WhatsApp
Selling in other currencies
Sell a product by subscription

Raising the average order

Raise my average order value — order bump, upsell and coupons.
Upsell, downsell and One Click Buy
Several offers of the same product
Recover abandoned checkouts
Work abandoned carts with a human

Domains and publishing

Traffic and tracking

Track a campaign from the ad to the sale — Pixel, GTM, UTMs and events in the right order.
Know where each lead came from — standardise UTMs and read the source.
Test that my Pixel is really firing — validate before you spend.
Track clicks and specific actions — custom events.
Protect my campaign with a neutral page
Know whether my campaign made a profit — CAC, ROAS and average order value.
Use Clickmax with a page hosted elsewhere

Contacts and support

Messaging and automation

Products and members area

Affiliates and partnerships

Integrations and data

Workspace and governance

Analyse and optimise

My funnel does not convert — diagnosing step by step.
Test two versions and pick a winner
Follow the business without opening ten screens
My page is slow
Show up on Google

Migration and versions

Building with AI

Features — each screen and feature explained on its own.
Core concepts — the terms used throughout the guides.
Make your first sale in 5 minutes — set the workspace up before following a guide.

If it didn't work

A feature in a guide looks blocked or is missing from the menu → see no permission.
You are not sure which workspace role you have or need → see workspaces and invites.

#Guides

#Start here

#Money

#Selling

#Raising the average order

#Domains and publishing

#Traffic and tracking

#Contacts and support

#Messaging and automation

#Products and members area

#Affiliates and partnerships

#Integrations and data

#Workspace and governance

#Analyse and optimise

#Migration and versions

#Building with AI

#Related

#If it didn't work