Skip to main content
knowledgecenter.2checkout.com

Getting started

Overview

This article introduces you to the new 2Checkout account and will help you take the first steps in establishing and growing a successful online business. The steps below apply to all accounts, including those using third-party services to connect to the 2Checkout platform.

This guide will help you complete both the technical (Steps 1 and 2) and business (Step 3) setups, which can be done simultaneously.

Discover the main areas of interest

These are the main areas you'll navigate to set up your account, run your business, get support and more:

  • Control panel: The 2Checkout Control Panel (cPanel) helps you manage your store and all your day-to-day operations, from customizing your checkout experience to updating product information and reviewing orders and customers.
  • Knowledge Center: Find how-to articles, videos, guides and troubleshooting resources. You can also find expert guidance and best practices on how to increase conversion and retention rates while expanding your business globally.
  • Support Portal: 2Checkout has dedicated teams that can help you with your financial, technical or order related questions via email or Live Chat. Check here the full list of teams that are ready to provide support to your inquiries.
  • 2CO Customer myAccount: Your customers will be automatically registered into 2CO myAccount when they first place an order on your website. They can use 2CO myAccount to view their order status and evolution, products or subscription details and history, as well as change their personal customer information, or request a refund.

Guiding steps

Step 1: Add your first product or plan

Product catalog management is one of the most important aspects of your online store. This guide will show you how to add the first product within your 2Checkout cPanel. Our platform supports the creation of both electronic and physical products. Adding shipping methods will give you more control over your costs and income from tangible products.

You can add your products one by one, or do a batch import via XML files

You can also receive payments from customers worldwide without the need of adding catalog products. ConvertPlus enables you to pass the product information dynamically to the checkout page, either by using URL parameters or via your 2Checkout cPanel.

Step 2: Generate your first buy link and place a test order

Link your website to your 2Checkout ordering process

2Checkout offers different options for linking your website to your secure hosted 2Checkout order flows. The ConvertPlus buy links trigger different order flows designed to suit a variety of business needs.

To see the different options available, go to Setup → Generate links. To link your website to your 2Checkout ordering page, copy and paste the checkout links you’ve generated into the web page that will host the purchase button/link.

If you’re aiming to integrate other shopping cart applications with your 2Checkout account and take advantage of an integrated solution in order to provide a superior buying experience and receive worldwide payments, you can check the available options here. Integrations with other shopping cart applications are available only for 2Checkout accounts that handle their own tax and invoice management

Place Test Orders

No matter what option you choose when setting up your products or subscription plans, or integrating the checkout process within your website, it is important to run tests to make sure the selected settings work flawlessly. Testing is the best way to make sure that the actual user experience is the one you want. It is also a way to test how 2Checkout notifies you about the different types of transactions.

Using the 2Checkout testing system you can replicate new acquisitions and trial purchase scenarios, as well as automatic renewals, trial conversions, manual renewals, and upgrades.

To generate a test link and place a test order using the test billing information, click here.

Step 3: Request the activation of your live account

When you log into your account (until your application is approved), you will see a blue banner at the top of your account that says, “Your account is currently in demo mode”. Even though your account is in demo mode, everything is completely functional. You can set up products, renewals, and fulfillment or delivery information, as well as test and use all the other available features. This mode allows you to test your setup to make sure everything works as expected, prior to launching your 2Checkout store.

To finalize your account setup, so that your 2Checkout live transactions can be processed, you must submit your application for approval, as explained here.

The 2Checkout's underwriting team will review your application right away and will get in touch with you to either request additional information, if required, or notify you about the resolution.

Once your application is approved, your 2Checkout account is live and you can start using it to process real orders. Your Dashboard will continue to display sample data until you register your first real transaction.

How to get help

If you are having any difficulty with the three steps above, our support teams can help you.

In the upper-right side of your Control Panel, you’ll find a permanent link to our Knowledge Center.

help button.PNG

Additionally, guidance is also available through a collection of highly interactive tutorials offered through your account. You can access them through the ‘Need Help?’ widget on the right-hand side of the screen. Just think of the walkthroughs as if using a GPS for your account.

need help side button.png

If you are still having trouble finding the right answers to your questions, the 2Checkout support team is always ready to assist. You can submit tickets or chat with members of the support team regarding your specific questions.

contact us button.PNG

Advanced setup

 

  • Was this article helpful?