Go to Firmhouse
All Collections
Setting up your project
Setting up your project
Learn about the most important settings for your project and where to find them.
+1
34 articles in this collection
Written by
Bob Jansen,
Michiel Sikkes,
Jeroen Roosenboom
and 1 other
Signup and activation
Configuring your Plan-Based Subscription Model
Written by
Bob Jansen
Updated over a week ago
Set up manual activation
Learn how to manually activate a customer and why that might be interesting to you
Written by
Michiel Sikkes
Updated over a week ago
Collecting Additional Customer Details
Written by
Bob Jansen
Updated over a week ago
Define special validation rules for your customers signups
Limit who can and cannot signup for your subscription with custom form field validations
V
Written by
Veronika Tolpeeva
Updated over a week ago
Products and plans
Configuring Products
Learn how to create a product your customers can subscribe to
Written by
Bob Jansen
Updated over a week ago
Tax rates on plans and products
Learn how to create and apply tax rates
Written by
Michiel Sikkes
Updated over a week ago
Setting up plans
Learn how to create a plan and let your customers subscribe to it
Written by
Michiel Sikkes
Updated over a week ago
Add contract terms to a plan
How to configure minimum commitment terms and enable a grace cancellation period
Written by
Bob Jansen
Updated over a week ago
Add contract terms to a product
How to configure minimum & maximum commitment terms and enable a grace cancellation period for your products
Written by
Bob Jansen
Updated over a week ago
Email configuration and content
Example templates for Klaviyo integration
The following examples can be used as JSON payload for the Klaviyo integration
Written by
Jeroen Roosenboom
Updated over a week ago
Use Klaviyo to send email notifications to your customers
A step-by-step how to on setting up Klaviyo with Firmhouse
Written by
Jeroen Roosenboom
Updated over a week ago
Changing the Sent From and Reply To email addresses for your emails
How to change the "from" and "reply to" email addresses displayed in emails sent out automatically by Firmhouse
Written by
Bob Jansen
Updated over a week ago
Supported Email Overview
Written by
Bob Jansen
Updated over a week ago
Setting up your email From address
Written by
Michiel Sikkes
Updated over a week ago
Editing emails sent out to customers
How to edit emails that are sent out to customers for your subscription service in Firmhouse
Written by
Bob Jansen
Updated over a week ago
How to setup HTML emails
Make the emails that we send to your customers spark with HTML
Written by
Jeroen Roosenboom
Updated over a week ago
Email template tags
Add dynamic content to personalise the emails that you send to your customers
Written by
Michiel Sikkes
Updated over a week ago
List of possible dynamic email (Liquid) tags
Glossary of all the dynamic fields you can use in email templates
Written by
Jeroen Roosenboom
Updated over a week ago
Improve email deliverability
Make sure that the mails we send for you are being delivered
Written by
Jeroen Roosenboom
Updated over a week ago
Logistics and fulfillment
Setting shipping costs (beta)
Written by
Michiel Sikkes
Updated over a week ago
How to set up logistics with a 3rd Party
Written by
Bob Jansen
Updated over a week ago
Discounts and discount codes
Customizing discounts per product
Learn how to configure how discounts apply to products
Written by
Michiel Sikkes
Updated over a week ago
Creating discount codes
Allow customers to sign up with a discount
Written by
Michiel Sikkes
Updated over a week ago
Disable discount on initial authorization-only payments
Written by
Michiel Sikkes
Updated over a week ago
Payments and Payment Provider
Setting up an Adyen PoS Terminals
Written by
Michiel Sikkes
Updated over a week ago
Using Adyen as payment provider
How to set up your Adyen merchant with Firmhouse
Written by
Michiel Sikkes
Updated over a week ago
Using Firmhouse Payments as payment provider
Everything you need to know about using Firmhouse Payments
Written by
Bob Jansen
Updated over a week ago
Acceptance checks
Setting up acceptance checks
Learn how to set up automatic and manual acceptance checks for every new customer
Written by
Michiel Sikkes
Updated over a week ago
Creating an Acceptance Check on Sign Up
Written by
Bob Jansen
Updated over a week ago
Self service center / Customer account portal
Add a customer service page to the self service center
Learn how to add your contact channels and other information such as FAQ's to the self service center
Written by
Michiel Sikkes
Updated over a week ago
Allow existing customers to add products to their subscription
Learn how to set up your project so that customers can manage their subscription by themselves
Written by
Michiel Sikkes
Updated over a week ago
Let customers manage their subscription
Learn how your customers can use the self service centre to free up your time spent on customer support
Written by
Michiel Sikkes
Updated over a week ago
Team members and user management
Adding team members to your Firmhouse project
How to add a team member to your project
Written by
Bob Jansen
Updated over a week ago
Available user roles
Written by
Michiel Sikkes
Updated over a week ago