---
title: "Platform sections overview"
description: "A tour of the Ciklik back-office menus (KPI, Sales, Marketing, Subscriptions, Products, Content, Settings) and of the tabs of your site's settings."
url: https://www.ciklik.academy/en/demarrage/presentation-des-rubriques-de-la-solution/
lang: en
lastUpdated: 2026-10-09
---

# Platform sections overview

> Box and PrestaShop
>
> This page applies to both box stores and PrestaShop stores. A PrestaShop store user only sees part of these menus.

## 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**.

## See also

[Dashboard and KPI](https://www.ciklik.academy/en/kpi-et-donnees-clients/dashboard-et-kpi/)

[First steps (box sites)](https://www.ciklik.academy/en/demarrage/premieres-etapes/)

[Glossary (box sites)](https://www.ciklik.academy/en/demarrage/glossaire/)

[Ciklik subscription module for PrestaShop](https://www.ciklik.academy/en/prestashop/)
