Sites Intro

Sites Intro

Introduction

Sites Intro

When you are new to Chargify, we will create your first Site for you after you choose a currency. Sites are simply “containers” for your Products, Customers, and Subscriptions. You can use Chargify with just one Site, although most Merchants will want two sites at a minimum – one for testing and one for production.

Site Limitations

  • All plan levels have a limit of 10 test sites.
  • All Chargify Developer plans have a limit of 10 users on each account.
  • All paid Chargify plans have a limit of 100 users on each account.

For more information on users, please see our documentation here.

Creating Sites

Buttons and links for creating a new site are displayed prominently when you first log in to Chargify. You can always access the “New Site” page from the toolbar. There will either be a “Create Site” button there, or there will be a “Create a new Site” link when you hover over the Site dropdown.

Site Data

When you are creating or altering a Site, you will have access to the following Site Data:

Site Name

The Site Name is a name you will use to identify the Site – this name is not shown to your customers. Good starting names might be “Test” or “Production”.

Subdomain

Your subdomain identifies your site uniquely (across all of Chargify) and is most visible within the Public Pages. For example, if your subdomain is acme then your unique Chargify URL would be:

https://acme.chargify.com

Your customers may see your subdomain within the URL of your Public Pages if you choose to use them. Its smart to pick a name that is similar to your domain name.

Currency

Chargify supports multiple currencies. Each Site may only have one currency. If you need to sell in multiple currencies, you will need to set up a separate Site for each currency.

The currency is used in price displays found in the Web UI and on Public Pages. It is also the currency that is used as the “submission currency” to the gateways. This means that the transactions we submit to your gateway are specified using this currency. Note that this can be different than the settlement currency of your Merchant Account.

Once you have collected any revenue, your Site currency may not be changed!

Test Mode

Every Site may be in one of two modes: test mode or live mode. Test mode is different from live mode in the following ways:

Test mode only allows you to connect to “test” payment gateways (i.e. an Authorize.Net developers account) You may freely delete products and subscriptions on a Test Site, using the “Clear Data” functionality Chargify reserves the right to delete test site data automatically after a certain time frame (i.e. any subscriptions created more than 3 months ago may be deleted).

Switching Sites

In order to work with a Site (configure Products, see Subscriptions, etc) you will first need to “switch” to it. You can do this at any time via the “Site Selector” pull down menu in the toolbar. The current site is always listed first, with your other Sites listed thereafter.

Clearing/Deleting Site Data

See Clearing Site Data for a description of how to remove Products and/or Subscriptions/Customers from your test Site.

Cloning a Chargify Site

Chargify makes it easy to run many sites/businesses in one account. There are several reasons you might do this, and we just made it a lot easier to make new sites. Here are some use cases:

  1. Cloning simplifies moving from test phase to production. Say you have a development site in Chargify with 50 products, a handful of product families, taxes - well, you get the picture; lots of configuration. Eventually everything is correctly set up and tested. You don’t have to go through all of that work again to set up a production site - just clone the dev site!
  2. You have a set of products that belong to one brand, and you want to sell to another market under a different brand. Clone the site and change only what you need.
  3. You have a set of products that you wish to sell in another currency. Clone the whole site then just change the currency.

Site cloning is a great way to speed site creation and reduce errors when migrating. It also lets you keep your existing test site for future testing and debug.

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