Firmhouse

Michiel Sikkes

Bob Jansen

Yasen Tomov

Learn about the most important settings for your project and where to find them.

Setting up your project

Introduction to signing up customers

Learn how to set up a regular e-commerce cart

How the shopping cart works

Learn how to sign up customers and connect to your existing e-commerce.

Firmhouse Checkout and Cart

Create and customise a checkout page that you can link to from your webshop.

Set up your checkout page

Require, show, and hide Customer fields

Learn how to collect additional customer information at checkout.

Collect additional customer details with Extra Fields

Limit who can and cannot signup for your subscription with custom form field validations

Define special validation rules for your customers signups

Learn how to collect company names on checkout for B2B customers when servicing B2B and B2C clients in the same project.

Ask B2B customers for their company name on signup

How to create a marketing opt-in checkbox on your checkout

Collect marketing consent

Brand the Firmhouse checkout with your logo to make it yours.

Add your logo to the Firmhouse checkout

Redirect customers after checkout

Learn how to create links that lead to a checkout containing several products at the same time.

Build advanced checkout URLs

Learn how to make your checkout multilingual

Selling in multiple languages

Save your customers time and increase conversion rates by filling the checkout fields in advance.

Pre-fill checkout fields

Learn how to configure the Firmhouse checkout to align with your brand and business needs.

Configure the Firmhouse checkout

Learn what checkout options you have when working with Firmhouse.

Checkout options overview

Allow customers to subscribe to your products or plans

Checkout pages for Products & Plans

Use two step signup for selling subscriptions in retail stores

Build or integrate your checkout

Track conversions and order values in your analytics tool

E-commerce conversion tracking events with our dataLayer

Use Google Analytics, Facebook Pixel or tag managers such as Google Tag Manager or Adobe Tag manager to track visits to Firmhouse Checkout

Add analytics and tracking scripts to Firmhouse Checkout

Learn how to track your checkout page to capture trends and calculate conversion rates.

Data tracking on checkout

Learn how to manually activate a customer and why that might be interesting to you

Set up manual activation

Learn how to set up automatic and manual acceptance checks for every new customer

Setting up acceptance checks

Configuring your Plan-Based Subscription Model

Signup and activation

Learn how to create a product your customers can subscribe to

Configuring Products

How to configure minimum & maximum commitment terms and enable a grace cancellation period for your products

Add contract terms to a product

We've made it possible for merchants to specify alternative prices for countries.

Product Prices per Country/Currency

Learn how to create a plan and let your customers subscribe to it

Setting up plans

How to configure minimum commitment terms and enable a grace cancellation period

Add contract terms to a plan

Products and plans

Learn how your customers can use the self service centre to free up your time spent on customer support

Let customers manage their subscription

Learn how to set up your project so that customers can manage their subscription by themselves

Allow existing customers to add products to their subscription

Learn how to add your contact channels and other information such as FAQ's to the self service center

Add a customer service page to the self service center

Learn how to allow your customers to self-service their returns.

Set up product returns from self service center

Enable new Add Product catalogue flow in Self Service Center

New Add Products Flow in Self Service Center

Jeroen Roosenboom

Self service center / Customer account portal

Supported Email Overview

Email configuration and content

How to change the "from" and "reply to" email addresses displayed in emails sent out automatically by Firmhouse

Changing the Sent From and Reply To email addresses for your emails

How to edit emails that are sent out to customers for your subscription service in Firmhouse

Editing emails sent out to customers

Make the emails that we send to your customers spark with HTML

How to setup HTML emails

Add dynamic content to personalise the emails that you send to your customers

Email template tags

Set up emails natively through Firmhouse. 

Native Firmhouse Emails

A step-by-step how to on setting up Klaviyo with Firmhouse

Use Klaviyo to send email notifications to your customers

The following examples can be used as JSON payload for the Klaviyo integration

Example templates for Klaviyo integration

Create the Klaviyo flows needed for your transactional emails to be sent out to customers.

Create Klaviyo flows

Zapier is an automation platform that connects your work apps and helps you do repetitive tasks without you writing code or running servers.

Integrating Klaviyo Profiles via Zapier

Use Klaviyo to send out transactional emails.

Using Klaviyo

Glossary of all the dynamic fields you can use in email templates

List of possible dynamic email (Liquid) tags

Make sure that the mails we send for you are being delivered

Improve email deliverability

Guide on how to (conditionally) opt out of email flows.

How to opt out of certain email flows

Sometimes your customers don't receive certain emails that originate from Firmhouse. Find out what could be the reason

Failed or Non-received Emails

Subscribers didn't receive their login emails

Additional information about your mailing setup.

Extras

How to set up logistics with a 3rd Party

Logistics and fulfillment

An overview of payment methods Firmhouse supports

Payment methods per Payment Service Provider

Using Mollie as Payment Provider

These Stripe Webhook events need to be enabled to successfully link Stripe to Firmhouse for payment processing

Using Stripe as Payment Provider

How to set up your Adyen merchant with Firmhouse

Using Adyen as payment provider

Everything you need to know about using Firmhouse Payments

Using Firmhouse Payments as payment provider

Setting up Adyen PoS terminals

Only ship recurring orders when they are paid

Payments and Payment Provider

Managing tax rates

Setting up B2B 0% reverse VAT

VAT and Sales Tax

Connect to the Firmhouse API for integrating storefronts and backend systems.

Creating, removing, and expiring API access tokens

Apps and Integrations

Learn how to connect to Picqer so that new orders will get pushed there automatically.

Integrate with Picqer

Intrum for debt collection

Instruction on how to setup Veriff within Firmhouse.

Veriff: Identity document verification

Learn how your customers can log into their Self-Service Center using their Shopify credentials

Self-Service Center login through Shopify

Apps

Use Webhooks

Learn how to set up webhooks to communicate with third party applications or your own apps and systems.

Adding, managing, and removing webhooks

Webhooks

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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