Pabbly Subscriptions – How It Works?
Pabbly Subscriptions is the best-in-class subscription management and billing services software. It has some amazing features that will make the management of your customer’s subscription, a matter of few clicks.
This page serves as the guide to set up your Pabbly Subscriptions account.
Here is a quick demo for you –
1. Login To Your Pabbly Account –
You can log in to your Pabbly account from here- https://payments.pabbly.com/signin
Logging in to your account will redirect to Dashboard –
2. Setup Profile –
To start using the Pabbly Subscriptions account the very first step is to set up your profile.
When you click on the ‘Setup Profile’ you will be redirected to the profile settings page where you can fill all the required details of you and your organization.
Here is the profile set up form,
You have to fill some basic details in the form. There are only 3 required fields in the form Support Email, Currency and Company Name.
The Support email will be shown on the thanks page and in the reply to section of the email notification sent to the customer.
You have to choose one currency to set up your account and you cannot change the currency once it is saved.
The company name is shown in the heading of the email notification sent to the customer.
Further, there is a custom domain field in the form. Custom domain is the subdomain of your main website. When you fill your custom domain in this section then the default domain (payments.pabbly.com) will be changed to your custom domain in the client portal.
Check the Custom Domain documentation for better understanding.
Once you filled all the details just click on the ‘Update Profile’ button to save your details.
3. Integrate A Payment Gateway –
Set up a Payment Gateway to collect online payments from your customers.
PayPal, Stripe and a Test Gateway to test the payment process are in-built with Pabbly Subscriptions account. Choose your preferred payment gateway from the drop-down list –
Choose the default gateway, and click on “Add Payment Gateway“. This action will initiate the payment gateway integration process.
If you want to Integrate PayPal as your default gateway:-
- Choose “Live” as the gateway status.
- Enter Client ID, Secret ID and then “Save”.
If you want to integrate Stripe as your default payment gateway, select “Stripe” and enter the “Stripe Secret Key” then click on “Save“.
Apart from these two gateways, you can also integrate a Test Payment Gateway for testing purposes.
P.s: Rules of PayPal with Pabbly Subscriptions:
- PayPal refund feature is applicable for One-Time payment. In case of recurring payment, PayPal refund is not applicable.
- Coupons will work with “Forever Redemption” type. Coupons will not work with “One Time” & “Limited number of times”.
- Upgrade/downgrade of plans will not work with PayPal.
4. Create Products & Plans –
After integrating your default payment gateway, you have to create products and their subsequent plans/subscriptions.
Click on the “Create Product” button or “Product” tab, then “Add New Product”
Now, enter the details of your product and “Save”
Your new products will appear under Product’s section, you can choose a product to add corresponding plans –
Click “Add Plan”, enter the details of your plan and “Submit”
You get a unique “Checkout Link” for each of your products. You can share these Checkout links with your customers/ subscribers via email, Online Messengers, you can embed them on websites, via affiliate promotions or any other means of your choice.
5. Collect Payments Via Checkout Pages & Buying Links –
One the product and plans are created you will get a unique checkout page for every individual plan. You can send the checkout page link to your customer or embed the chreckout page on your website.
Whenever a customer decides to buy your product or avail your services through your shared “Buying Links”, a “Default” checkout page will appear –
A customer completes the checkout form & “Subscribe Now“, you will collect payments through your chosen Payment Gateway and the customer will be redirected to the default Thank You page.
To stand out from the crowd, you can customize checkout pages –