Documentation

Learn how to use Aionify

Guides for every tool, step-by-step setup instructions, and answers to common questions.

Getting Started

Go from zero to your first sale in five steps.

1

Create your account

Sign up with your email and set a password. You'll land on the onboarding flow that sets up your organization.

4 steps
2

Set up your organization

Your organization is your workspace. All products, customers, courses, and settings live under it.

4 steps
3

Connect Stripe

Stripe handles all payment processing. Connect your existing Stripe account or create a new one.

5 steps
4

Create your first product

Products are the core of your business. Create a digital product with pricing and optional file delivery.

6 steps
5

Build a checkout page

Checkout pages are where your customers pay. Build one with the drag-and-drop editor.

6 steps

Products & Pricing

Create digital products, set pricing, and manage your catalog.

Product types

Aionify supports three product types: Digital (files delivered after purchase), Service (no delivery, manual fulfillment), and Bundle (multiple products sold together). Choose the type when creating a product.

Pricing options

Each product can have multiple prices. One-time payments charge once. Recurring prices create subscriptions (monthly, yearly, or custom intervals). Payment plans split a one-time price into installments.

File delivery

Attach files to digital products. After a successful purchase, the customer receives an email with a secure, time-limited download link. Links expire automatically. You can configure expiry duration in product settings.

Coupons & discounts

Create coupon codes with fixed or percentage discounts. Set usage limits, expiration dates, and restrict coupons to specific products. Coupons are applied at checkout.

Checkout Pages

Build and customize high-converting checkout experiences.

Creating a checkout page

Each checkout page is linked to a product and price. Use the visual editor to customize the layout, add your branding, and configure which fields to collect (name, email, phone, address).

Order bumps

An order bump is an additional offer shown on the checkout page. The customer can add it with a single checkbox. Great for bonus content, templates, or add-on services. Configure the bump product and display text in the checkout settings.

Checkout analytics

Every checkout page tracks views, starts, and completions. See your conversion funnel in Commerce Analytics to identify where customers drop off and optimize.

Custom domains

Checkout pages are served on your organization's subdomain (yourname.aionify.io/checkout-slug). Set your subdomain in Settings > Public.

Courses & Learning

Build courses, manage students, and track progress.

Course structure

Courses are organized into Modules, and modules contain Lessons. Modules act as chapters or sections. Lessons can be video, text, or quiz type. Drag to reorder modules and lessons.

Drip content

Control when students can access lessons. With drip scheduling, lessons unlock on a set number of days after enrollment. This prevents students from rushing through content.

Student enrollment

Students are enrolled automatically when they purchase a course-linked product. You can also manually enroll students from the course settings. Enrollment status can be active, paused, completed, or revoked.

Quizzes

Add quizzes to any lesson to test knowledge. Question types: multiple choice, true/false, and multiple select. Set passing scores, attempt limits, and time limits. Quizzes can gate progress — students must pass before continuing.

Progress tracking

Students see their progress through each module and the overall course. Lesson completion is tracked automatically. You can view per-student progress in the course dashboard.

Certificates & gamification

Award completion certificates when students finish a course. Configure badge achievements for milestones like completing a quiz perfectly, maintaining a learning streak, or finishing quickly.

Sales Flows & Upsells

Maximize order value with upsells, downsells, and order bumps.

How sales flows work

A sales flow is a sequence of offers shown after the initial checkout. After the customer pays, they see an upsell page. If they accept, the additional product is charged immediately. If they decline, you can show a downsell with a lower-priced alternative.

Setting up upsells

In Sales Flow Builder, create a flow and attach it to a checkout page. Add upsell steps with the product to offer, the price, and the page content. Upsells use one-click purchase — no re-entering payment details.

Order bumps vs upsells

Order bumps appear on the checkout page itself (before payment). Upsells appear after payment is confirmed. Both increase average order value, but bumps have higher acceptance rates because there's no extra step.

Subscriptions & Billing

Manage recurring revenue, billing cycles, and retention.

Creating subscription products

Set a product's price type to "Recurring" and choose the interval (monthly, yearly, or custom). Stripe handles the billing cycle automatically. You can offer free trials by setting a trial period in days.

Managing active subscriptions

View all subscriptions in Subscription Manager. See status (active, past due, cancelled), next billing date, and lifetime value. You can pause, cancel, or change a subscription's plan.

Dunning & failed payments

When a payment fails, Stripe automatically retries. Aionify shows the subscription as "past due" and can trigger an automation (e.g., send the customer an email asking them to update their card).

Churn prevention

Track churn rate in Commerce Analytics. Use automations to send engagement emails to inactive members, offer discounts to cancelling subscribers, or trigger a survey to understand why they're leaving.

Affiliate Program

Recruit partners, track referrals, and manage commissions.

Setting up your program

Enable the affiliate program in Affiliate Center. Set a default commission rate (percentage or fixed amount), cookie duration (how long a referral link stays active), and minimum payout threshold.

Affiliate portal

Each affiliate gets a branded portal on your subdomain where they can view their referral link, track clicks and conversions, see pending and paid commissions, and download payout reports.

Commission tiers

Create tiered commission structures that reward top performers. For example: 20% for 0-10 sales, 25% for 11-50, 30% for 50+. Tiers are calculated automatically.

Payouts

Review pending commissions in the Affiliate Center. Approve or reject individual commissions, then process payouts. Export payout data for your records.

Automations

Build workflows triggered by events across your platform.

How automations work

An automation consists of a Trigger (what starts it), Actions (what it does), and optionally Conditions (logic branches). For example: Trigger = "Purchase completed" → Action = "Send welcome email" → Wait 3 days → Condition = "Opened email?" → Yes: send upsell, No: send reminder.

Available triggers

Purchase completed, subscription started/cancelled/renewed, form submitted, survey completed, course enrolled, lesson completed, quiz passed/failed, customer tag added, and time-based (scheduled/delayed).

Available actions

Send email, add/remove customer tag, add to segment, enroll in course, create order note, wait (delay), and conditional branch (if/else based on customer data or event properties).

Testing automations

Use the "Test" button in the builder to simulate a trigger with sample data. The test run shows you which actions would execute and in what order, without actually sending emails or modifying data.

Customers & CRM

Manage contacts, view history, and segment your audience.

Customer profiles

Every person who purchases, enrolls, or submits a form becomes a customer. Their profile shows all orders, enrollments, subscriptions, activity timeline, and any tags you've applied.

Segmentation

Create segments based on purchase history, subscription status, course progress, tags, or custom fields. Segments update dynamically — when a customer matches the criteria, they're automatically included.

Importing customers

Import existing customers via CSV. Map your columns to Aionify fields (name, email, tags). Duplicate emails are merged with existing records.

Surveys

Collect feedback with branded, embeddable surveys.

Creating a survey

Create surveys in the Sites Hub. Add questions of various types: single choice, multiple choice, text, long text, rating (stars), NPS (0-10 scale), and contact fields (name, email, phone).

Styling & branding

Customize your survey's primary color, font, border radius, and background. Add a logo and thank-you message. Surveys match your brand automatically when embedded on your pages.

Sharing & embedding

Each survey has a public URL on your subdomain. You can share it directly or embed it on any Aionify page. Survey responses are stored and viewable in Survey Responses.

Analyzing responses

View all responses in the Survey Responses dashboard. See individual answers, aggregate statistics, and export data as CSV for further analysis.

Settings & Configuration

Organization settings, team, integrations, and public pages.

Organization settings

Manage your organization name, logo, and timezone in Settings. These values are used across checkout pages, emails, and your public pages.

Subdomain & public pages

Set your subdomain in Settings > Public. Your public pages (checkout, courses, affiliate portal) are served at yourname.aionify.io. The subdomain must be unique and can be changed anytime.

Team & roles

Invite team members via email in Settings > Team. Roles: Owner (full control), Admin (manage everything except billing), Member (use tools, no settings access). Each person logs in with their own account.

Stripe integration

Connect your Stripe account in Settings > Stripe. Aionify uses Stripe Connect so payments go directly to your Stripe account. We never hold your funds. Disconnect and reconnect anytime.

Email settings

Transactional emails (order confirmations, enrollment notices, password resets) are sent via Resend from your configured sender address. Customize email templates in the platform.

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