CPTN Apps

Andrey Gadashevich

Settings

Widget placement, app language, recurring invoices, etc.

General

Managing customer permissions in customer portal

Customer permissions

Customize the wording your customers see inside the subscription portal

Customer portal labels

Edit the text, subject lines, design, and decide which events trigger emails

Notifications

Failed payment flow

Understand why customers cancel their subscriptions

Cancellation flow

Design flow

Tag Management: Order Tags & Customer Tags

General settings, Notification and customization settings

General settings & design 

Learn how to make sure messages land customers' the inbox, not spam

Identifying and Reviewing Existing SPF Records (Email deliverability settings)

Verifying a domain identify with DKIM

Email deliverability & domain configuration

Email & Domain Configuration

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AI title

Title

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Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

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Tickets

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.