Tutorials

Settings

Instance setup, billing, taxonomies and integrations.

21 tutorials

• Settings 2 min Add Billing Info and Choose a License This article shows you how to add your payment information and choose an NPressive license. Read tutorial
• Settings 3 min Adding an Event Registration Form Admins may add a public registration form to any Event Read tutorial
• Store 1 min Charge with stored payment method Admins can manually run a transaction charge using a member's stored payment method Read tutorial
• Store 2 min Connect Store to Stripe Admins can set up an e-store to sell many types of products and and process payments online Read tutorial
• Store 3 min Create an Invoice Order Admins can manually create order invoices and notify the member to pay Read tutorial
• Onboarding 3 min Create and manage your NPressive instance Steps for administrators to create and manage their NPressive instance Read tutorial
• Settings 2 min Creating a Stripe Account NPressive recommends Stripe for credit card payment processing. Their approach to transaction fees is simple, at 2.9 percent plus 30 cents per transaction. You won't have to worry about recurring or surprise fees. Stripe also provides options to accept Bitcoin and ACH/eChecks for even lower transaction fees. Read tutorial
• Settings 5 min Creating User Segments Admins may create segments of Users, called Audiences. Read tutorial
• Settings 2 min Customizing your Stripe Integration Once you have created a Stripe account, there are several options we recommend you customize. All the following configurations must be completed from within the Stripe dashboard. Read tutorial
• Settings 2 min Deleting an Instance Instance Owners may only permanently delete their portal instance= Read tutorial
• Users 1 min Deleting User Data Member Users may request the deletion of their profile data. Read tutorial
• Store 1 min Impersonating A User Admins can impersonate a user to experience the portal from their perspective Read tutorial
• Store 4 min Managing Orders Admins can fully manage their online orders and order statuses. Read tutorial
• Store 3 min Managing Products Admins can fully manage products for purchase, including price and availability Read tutorial
• Settings 2 min Managing Taxonomies (Categories and Tags) Admins may organize objects with taxonomies -- categories and tags Read tutorial
• Users 2 min Managing User Payment Method(s) Member Users may add and/or delete their stored payment method(s). Read tutorial
• Settings 4 min Message Automations Instances come pre-loaded with automations that auto-trigger based on specific data and conditions. Read tutorial
• Store 2 min Re-assign, Update, Adjust an Order Admins can manually re-assign, update, or adjust an order, then notify the member of the change Read tutorial
• Settings 2 min Set a password NPressive empowers both a User and an Admin to set a new password for a user. Read tutorial
• Store 3 min Set Guest Mode Access Admins can limit access to the portal for either paid and non-paid member users Read tutorial
• Settings 3 min Understanding User Status This tutorial explains the various member user statuses and how they impact the cost of your NPressive instance. Read tutorial