- 17 Jul 2023
- 6 Minutes to read
Creating A Maxio Checkout Page & Configuring Products for Individual Subscribers
- Updated on 17 Jul 2023
- 6 Minutes to read
Before you set up any checkout pages or configure any products, you’ll want to make sure that the LightSpeedVT webhook endpoint is set up in Maxio. The LSVT endpoint is where Maxio sends all subscription data, without it there would be no automation.
In Maxio, click on the “Config” drop down menu in the left sidebar, then click “Settings”.
Once on the settings page, click “Webhooks”, then click on the checkbox labeled “Send Webhooks to my Webhook Endpoint(s)” to enable the webhooks. Click on “Add New Endpoint” and paste in the LSVT endpoint, then click “All On” and Save. This configuration only needs to be set up once.
Once you have the LSVT endpoint in place, it’s time to create the checkout page. Hop back over to LightSpeed and navigate to the Integration Management area. That can be done by going to the Super User Dashboard > Account  > Integration Management .
When you get to the Integration Management Dashboard , click on the “Maxio Integration” drop down menu and choose “Maxio Individual Purchases”.
Next, Click on “Add New Checkout Page”, but only if you do not already have a checkout page. The main reason to have multiple checkout pages is if you want users to be placed in different locations.
General Settings Tab
Once you have generated a new checkout page, you will need to set it up. You also have the ability to customize almost every aspect of the checkout page to better fit your needs.
Under the “General Settings” tab, in the “Checkout Page” section, you will need to assign a name for your checkout page. This name can’t be seen by the users, it will only be viewed internally.
Next, you will need to choose a location that this checkout page will be applied to. When subscribers purchase through this checkout page, this is the location that they will be placed in.
Next, you can choose some additional options to be applied upon user creation.
Maxio Account Section
After you are done with the “Account” section, you will need to enter the API key, Site Url and Shared Key in the “Maxio Account” section. You can get this information from the Maxio.com admin area.
The API key can be found under the “Config” tab in the “integrations” section of your Maxio account.
Click on “New APIv1 key” button to generate a new API key.
To get the Site Shared Key and URL, click on the “Config” tab then the “Settings” tab and it will be located in the “Self-Service Page URLs” section.
After you are done entering your Maxio credentials in the Integration Management Dashboard, click “Save and Continue” located at the bottom left corner.
Creating products in Maxio is a two step process. The first step is to create the product in Maxio and the second step is to configure that product in LightSpeed. Maxio is a separate application and doesn’t know anything about LightSpeed’s access levels and content roles. Therefore, we must configure (attach an access level and content role(s) ) the product in LightSpeed.
The “Subscription Settings” tab is where you can configure your Maxio products within your LightSpeed system.
A. Here you have the option of providing one or more content roles that will be added to the users by default when they purchase through this checkout page.
B. With the Product Family select field, you are able to choose from all the different product families that you have set up in Maxio. Selecting a specific product family will pull in all products within that family and clicking the “Preview” button will show you all of those products in the checkout page.
C. You also have the ability to preview, edit and rearrange all individual products from the product family. The order in which you place the products is the same order that they will appear on the checkout page.
Configuring Your Products
When configuring a product, the first section allows you to set certain actions when the subscription starts. These actions include:
- Choosing the access level that is assigned to users
- Assign the user to a certain team (if you have teams set up)
- Assigning trial roles, if any
- Assigning content roles
- Removing content roles
- Sending email notifications of the purchase
The second section allows you to set certain actions when the subscription ends.
These actions include:
- Restoring original content roles
- Adding new content roles
- Remove content roles
- Change access levels
You also have the ability to Up-sell and Cross-Sell to clients when the subscription ends
Billing Profile Settings
- A – This setting allows you to give users the option to cancel online. You can also provide a cancelation message to users and offer a discount coupon.
- B – This setting allows you to give users the option of switching the product that they purchased.
This section gives you the ability to alter the checkout page to better fit your needs.
The “Fields & Labels Settings” section allows you to turn certain fields on or off and also make them required
You also have the ability to create custom fields
Under the “Page Customization” section you have several options available to you. Link Options gives you the ability to add custom links to you checkout page.
The Terms & Conditions section gives you the option to display or not display Terms & Conditions. When choosing the display option, you can link out to an external page, or you can embed the Terms & Conditions into your checkout page using an iframe. Just provide the link and use the toggle button to choose either “Link” or “Frame”.
The Edit Language & Content allows you to specify the language to use on your checkout page, and also gives you the ability to customize all three steps of the checkout process.
The Interface Element section gives you the option to display certain elements on the checkout page.
- Search for existing account – This adds a button to sign in for users that already have an account.
- Get Started Now (Button) – Adds a button at the third step of the checkout process that allows users to jump right into the VT system
- Product Price – Displays the price next to the product
- Subscription Price Description – Displays the price description at the second step of the checkout process.
Maxio Labeling allows you to change the form field default name placeholders.
The changes will take effect at the bottom of the checkout page.
Note: To add a FB pixel all you will need is the pixel base code, then paste it into the “Code<<head>>” or Code<<footer>> section. You can learn more about Facebook pixels on their Support site here.
The Google Tracking section is where you can put your Google analytics ID, Referral Domains, and Google Tag Manager ID.
The Accounting Settings section gives you the option to collect taxes and specify the country in which you are collecting taxes. You can also specify accepted payment types.
The Misc Settings section allows provide an email for new subscription notifications to be sent to.
After you’re done changing all the settings to fit your needs, just click save button and you’re all done.