The below steps will show you how to quickly get started with using Pelcro for your website through a basic configuration that should take a few minutes to complete. It's as easy as 1-2-3.
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You can simply create a Pelcro account right here. Check out the video instructions below for a guided explanation. (P.S. No credit card is required, and you can cancel anytime).
In order to access all of Pelcro's functionality, you'll need a Stripe account. Stripe is a payment processing platform. It allows you to transfer money from a customer’s bank account into your business’s account by way of a credit or debit card transaction. Pelcro integrates with Stripe to accept payments and manage your businesses online.
Upon the creation of your Pelcro account, you'll receive a popup message at the top of the page, prompting you to connect Pelcro to your Stripe account.
Once you've clicked on the connect with stripe button, you will be redirected to a new page where you'll see the below message. From there, you can either sign in with an existing Stripe account, or create a new Stripe account by signing up.
Once the sign-in is complete, you should have now completed connecting your Pelcro and Stripe accounts.
Below are the steps required to complete a basic configuration of the platform.
First, Navigate to your admin settings as shown below, and configure your site settings:
- Site Logo
- Site Name (My Site)
- Fully Qualified Domain URL (https://www.mysite.com)
- Support Email ([email protected]). This will be the reply-to address in the automated emails that are triggered by default.
Products are where you add what services or offerings which your customers can subscribe to on recurring basis, and therefore, you must first create and setup your products before you can sell anything on your site. Products can optionally also include set-up fees and trial periods. Plans are usually tied to a product, and allows you to set different pricing options, intervals or currencies to sell your product.
Check out our sections for creating your first product and associated plans. You'll also want to configure your product to customize the flow for the end-user to go through all the steps to purchase your product.
A customer is created by either creating them from the platform, or by directly signing up to your services via web or mobile. Adding a customer from the platform is a very straightforward process. Check out our section for creating customers through the platform for more details.
Through Pelcro, you offer products, but you sell subscriptions. These subscriptions give your customers access to the content or products. Subscriptions are an important component of Pelcro, which pieces your products, pricing plans, and customers together. Check out our section for creating a customer subscription for more details.
Last, install the integration script on your site
- Navigate to your site settings, and choose Integration
- Follow the instructions to install Pelcro on your site
We also recommend going through the below configuration steps after you've finished the basic setup. Completing these steps will ensure that you have a more complete setup for your business:
* Customize the design of the user flows by following the styling instructions.
* Customize the automated emails by integrating Pelcro with your MailChimp account.
* Enable automated tax collection.
Check out these helpful articles for more information on our blog
Updated 4 days ago