Platform sections overview

Getting Started

The solution environment includes a list of sections (in the left column) to access the various features and manage subscriptions. Each section collapses with a click on its title.

You can manage multiple sites from a single account. The first step, to create your site or browse the settings of the site you want, is to click on the Settings section (bottom left), then on Sites.

Clicking on the small eye icon opens the site sheet. It starts with a Summary: the site address, its type (Box or PrestaShop), the active payment gateways and the date of the last renewal. API tokens are listed at the bottom of this sheet.

By clicking on Edit (small pencil icon), you access several tabs for the selected site:

Basic Configuration: the Online box (maintenance mode), your site name, its title and description for search engines, its address and your contact details
Marketing Parameters: Google identifiers (Ads, Analytics, Tag Manager, Google Maps key), delay between two payment attempts, referral program, Mondial Relay brand, webhooks, discount for subscribers
Advanced trackers: Facebook (audience and token), TikTok (pixel and token), Affilae, and the three abandoned cart follow-ups
Social Networks: links to your networks (Instagram, Twitter, Facebook, TikTok, Pinterest, Strava, YouTube, LinkedIn) and your company information (company name, SIRET, address, terms acceptance)
Appearance for followed by the site name: logos, email color, banner, favicon, fonts and CSS of your site
Advanced: invoice details and prefix, VAT, 3D Secure, DNS, email notification for each paid order, alert for each new invoice, automatic cancellation of unpaid subscriptions
After the gift: converting gift cards into subscriptions

1. KPI

Five dashboards: Revenue, Subscriptions, Acquisition, Revenue Recovery and Cohort. Metrics are displayed site by site, and each card has its own period selector.

2. Sales

Customers

Users: the list of customer accounts created from your site and the detail of their profile (contact details, orders, subscriptions, attached shipping slips).
Addresses: shipping and billing addresses.

Orders

Orders: the list of all orders placed on your site, with their status (Paid, Pending, Scheduled, Processing, Failed, Action required, Withdrawal requested, Canceled). An order sheet is organized in three panels: the order, the customer and shipping, the payment. For a pending order, the Copy link button in the list copies the payment retry link to send to the customer.
Carts: current or abandoned carts.

Subscriptions

Subscriptions: the list of all subscriptions linked to your site, with a state badge (Active, Paused, Canceled) and the plan. A subscription sheet gathers everything about the next charge in a Renewal panel: date, remaining coupons, scheduled plan or carrier change, commitment date.
Gift Cards: the list of gift cards purchased on your site. Activated cards automatically generate a subscription with an expiration date.

Shipments

Shipping Slips: all slips generated automatically by the application or created from a user’s sheet. Filter by scheduled dates or by plan, then use the Export action and pick the format expected by your carrier or logistics provider.
Carriers: your shipping methods, with their pricing, scope and relay points.

Payments

Transactions: the history of all payment attempts (successful and failed), first order or renewal, with their status, gateway and identifiers at the payment provider.
Invoices: the invoices issued to your customers, downloadable as PDF.
Transfers: the payouts received.

3. Marketing

Conversion

Ad Campaigns: campaign URLs with a pre-applied coupon.
Coupons: your discount codes, with their state (Active, Expired, Exhausted).
Gift Cards: the settings of gift card sales.

Unsubscription

Questions: the questions asked to a subscriber who wants to unsubscribe.
Settings: the messages and scenarios of the unsubscription funnel.
Analysis: your subscribers’ answers.

Retention

Anti-Churn Offers: the offers sent automatically to subscribers whose payment failed.

4. Subscriptions

Plans: create and configure your subscription plans. Addons / Upsell: complementary products in your checkout funnel. The Advanced group gathers plan groups (price influence), customization categories (steps to compose a box), gifted content and awarded rewards, frequencies and composable offers.

5. Products

Categories: the structure of your shop. Products: your products sold individually and your gift cards. Reviews: the reviews left by your customers, to approve. The Advanced group holds characteristics, variations, tags and taxonomies.

6. Content

Pages: the homepage and content pages of your site. Menus: the entries of your navigation menu and footer. Box: your past boxes and their illustrated content. Email Templates: your transactional emails.

7. Blog

Posts, Post Categories and Post Packs to run your site’s blog.

8. PrestaShop

If you have a PrestaShop space, the My installation section contains My installation (the module installation tracking) and Create another space. Otherwise, a Create my space entry lets you create one.

9. Settings

Management: Sites (your sites and their configuration) and a link to the Ciklik Academy. Advanced: Webhooks, Sent Emails (the history of transactional emails and their deliverability) and Transmissions e-reporting. My Account: My Invoices (your Ciklik invoices) and Two-Factor Authentication.