Surveys
Surveys - How to Setup and Use Order Bumps
This article shows how to use Order Bumps in Adaptive AI’s Surveys. By adding engaging bump offers, you can increase revenue and provide upsell…
Read guideAdaptive AI · By Adaptation Living LLC
Orders
Track purchases, fulfillment information, and order status.
20 guides in this area
Step-by-step library
Guides for Orders
Start with the guide that most closely matches the screen or task you are working on. Related material from other platform sections is included when it directly supports this topic.
Orders, Subscriptions, and Transactions
Export or Download Orders as CSV
This help guide explains how to export Orders records into a CSV file for reporting, reconciliation, financial analysis, fulfillment, and product…
Read guideE-Commerce Store
How to Print Packing Slips for Your Ecommerce Orders
Practical Adaptive AI instructions for “How to Print Packing Slips for Your Ecommerce Orders,” including setup, verification, troubleshooting, and best…
Read guideOrders, Subscriptions, and Transactions
Import Transactions and Orders using CSV files
This article will show you how to import historical transactions and orders into your Adaptive AI sub-account using CSV files.
Read guideGetting Started w/ Payments
Selling products on order forms with available payment providers
Both one-time and recurring products can be sold on 1-step and 2-step order forms for Funnels version 2.
Read guideOrders, Subscriptions, and Transactions
Export or Download Subscriptions as CSV
The Subscriptions CSV Export feature allows you to download subscription records from the Payments → Subscriptions dashboard.
Read guideOrders, Subscriptions, and Transactions
Export or Download Transactions as CSV
This document explains how to export transaction records, how the export file is delivered, and how to interpret the CSV format — including multiple line…
Read guideOrders, Subscriptions, and Transactions
How to Modify Existing Subscriptions
Practical Adaptive AI instructions for “How to Modify Existing Subscriptions,” including setup, verification, troubleshooting, and best practices by…
Read guideOrders, Subscriptions, and Transactions
Pause and Resume Subscriptions
Our flexible ‘Pause and Resume Subscription’ feature gives customers the freedom to temporarily pause one of their subscription whenever they need, without…
Read guideOrders, Subscriptions, and Transactions
Payments - What is listed on the Subscriptions page?
Practical Adaptive AI instructions for “Payments - What is listed on the Subscriptions page?,” including setup, verification, troubleshooting, and best…
Read guideOrders, Subscriptions, and Transactions
Subscription Settings - Failed Payment Retries
With the latest update, businesses can now configure automatic payment retries in case of a payment failure for subscriptions.
Read guideE-Commerce Store
Upsell Products in Online Store checkouts
Store owners can now increase their average order value by upselling additional products after users complete their checkout.
Read guideFunnel & Website Builder
Border Control in Page Builder
Border Control in the Page Builder gives you more flexibility when styling supported elements in Funnels and Websites.
Read guideCreating Calendars
Calendar Widget Reorder
The Calendar Widget Reorder feature allows users to customize the order of steps in the calendar widget: the Date & Time Selector, the Form, and Payments…
Read guideFunnels and Websites
How to Add a Two‑Step Order Form to a Funnel
Two‑Step Order Forms split checkout into two lightweight screens. Step 1 typically captures contact and shipping details while Step 2 collects payment and…
Read guideGetting Started w/ Payments
How to Manage Sales Receipts for Order Form, Calendar and Invoice payments
Receipts are crucial in business transactions, providing customers with documented confirmation of their purchases.
Read guideManaging Opportunities
Reordering Pipelines in Opportunities
Pipeline order is account-wide navigation, not a change to pipeline stages or opportunity records.
Read guideWorkflow Builder
Workflow Trigger - Order Submitted
The Order Submitted trigger is a powerful new workflow trigger that allows businesses to upsell customers after they have submitted an order.
Read guideMembership/Courses Sites
Checkout Orchestrator
Meet the new Checkout Orchestrator for Membership Courses—a lightning-fast, self-healing checkout engine that eliminates duplicate orders, slashes…
Read guideAd Campaign Creation and Management
Instagram Ads: Overview
In order to give users the option to publish their ad campaigns on Instagram too, we have added the option to either add their own Instagram professional…
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