# Phoenixtechnologies Documentation

> API documentation for My Platform

## Getting Started

- [What is Phoenix Technologies?](/docs/getting-started/what-is-phoenix-technologies.md): Learn what Phoenix Technologies offers, including checkout, payments, subscription management, recovery tools, analytics, and AI features to help merchants grow.
- [Glossary of Phoenix Terms](/docs/getting-started/glossary-of-phoenix-terms.md): This glossary introduces the core concepts you work with in Phoenix. Use it as a reference while setting up stores, managing subscriptions, and processing payments.
- [How Phoenix Works: System Overview](/docs/getting-started/-how-phoenix-works-system-overview.md): Phoenix is a unified eCommerce and subscription system that connects your stores, checkout pages, gateways, customer billing profiles, and payment processing logic into a single platform. You use Phoenix to manage subscription renewals, route payments, store customer data, and automate billing actions without relying on external systems.
- [Phoenix FAQs for New Users](/docs/getting-started/phoenix-faqs-for-new-users.md): This FAQ covers the questions most users have when they first start working with Phoenix. Use it as a quick reference to understand what Phoenix does, how it’s used, and what you need to begin.
- [Manage User Access in Phoenix](/docs/getting-started/manage-user-access-in-phoenix.md): Learn how to manage user access in Phoenix, including how to view users, create new accounts, edit permissions, and delete inactive users.

## Dashboard

- [Phoenix Dashboard Overview](/docs/getting-started/phoenix-dashboard-overview.md): The Phoenix Dashboard is your central workspace for managing payments, subscriptions, customers, stores, and analytics. You use it to track performance, solve customer issues, and take action quickly across your commerce environment.
- [Key Metrics in the Phoenix Dashboard](/docs/phoenix/dashboard/key-metrics-in-the-phoenix-dashboard.md): The Phoenix Dashboard provides a real-time overview of your store’s performance, including sales activity, subscriptions, refunds, chargebacks, and risk indicators. These metrics help you quickly identify trends, monitor revenue, and detect potential issues.

## Transactions

- [Search Chargebacks and Alerts in the CRM](/docs/checkout-builder/search-charbacks-and-alerts-in-the-crm.md): This guide explains how to properly search for and log chargebacks and alerts in the CRM. It is critical to log disputes accurately to maintain clean records and to prevent future, repeat chargebacks from the same customer.
- [View Detailed Transaction History and Apply Advanced Filters](/docs/phoenix/transactions/view-detailed-transaction-history-and-apply-advanced-filters.md): The Transactions page in Phoenix provides complete visibility into every payment event across your stores. From this page, you can review approvals and declines, investigate customer billing issues, navigate to related orders and customers, and export transaction data for reporting or reconciliation.

## Orders

- [Search for Customers, Refund, and Modify Subscriptions](/docs/phoenix/orders/search-for-customers-refund-and-modify-subscriptions.md): With the order management tools, you can professionally handle all post-purchase customer actions from a single dashboard. The tools give you full control to find transactions, issue refunds, manage subscriptions, add internal notes, or log payment disputes. By managing orders in this dashboard, you can quickly resolve customer issues, maintain accurate records, and ensure a smooth post-purchase experience while minimizing administrative overhead.

## Subscription

- [Manage Subscriptions in Bulk in Phoenix](/docs/subscription/manage-subscriptions-in-bulk-in-phoenix.md): The Subscription Management dashboard in Phoenix lets you update multiple subscriptions at once. You can filter subscribers by specific conditions and then perform bulk actions such as reactivating canceled subscriptions, changing processors, updating the next billing date, and more.
- [Determine Cancellation Reasons in Bulk](/docs/phoenix/subscription/determine-cancellation-reasons-in-bulk.md): You can use Phoenix subscription management tools to analyze subscription cancellations in bulk by cancellation reason. This allows you to understand why subscribers are leaving, identify trends, and improve retention strategies without reviewing subscriptions individually.

## Reporting

- [Understand Revenue vs. Failed Billing Cancelled](/docs/reporting-data-analysis/understand-revenue-vs-failed-billing-cancelled.md): The Subscription Billing report in Phoenix helps you understand the health of your recurring revenue by showing how much you successfully collect and how much you lose due to billing failures. This article explains what the Revenue and Failed Billing Cancelled columns represent and how you can interpret them.
- [Verify Conversion Events using the Meta Conversion API Log](/docs/reporting-data-analysis/verify-conversion-events-using-the-meta-conversion-api-log.md): The Meta Conversion API Log in Phoenix helps you confirm that your conversion events are being sent correctly to Meta. You can use this log to check whether an event fired, which Order ID it belongs to, and which Pixel ID was used. This verification is helpful when you troubleshoot attribution, reporting delays, or missing events in Ads Manager.
- [Run a Retention Report](/docs/phoenix/reporting/run-a-retention-report.md): The Retention Report helps you evaluate how well your subscriptions are retained over time. It organizes billing activity into cohorts and shows how many subscriptions remain active, cancel, or fail during each billing cycle. This report is essential for understanding long-term subscription performance.
- [Run a Subscription Billing Summary](/docs/phoenix/reporting/run-a-subscription-billing-summary.md): The Subscription Billing Summary helps you understand how your subscription charges performed over a specific period. It shows how many subscriptions were scheduled to bill, which ones were canceled beforehand, how many charges were attempted, and how much revenue was captured. This report gives you a clear view of your billing health at a glance.

## Stores

- [Add Sales Tax](/docs/checkout-builder/add-sales-tax.md): The Sales Tax tab in your Phoenix Dashboard lets you define sales tax rules by country and region. These taxes apply automatically at checkout for customers located in the selected areas.
- [Add Shipping Options to Your Store](/docs/phoenix/stores/add-shipping-options-to-your-store.md): With the store management tools, you can create detailed shipping options for your customers. The builder gives you full control to set prices, descriptions, and advanced rules for when a specific shipping option should appear.
- [Set Up a Calculated Fee or Tariff Fee](/docs/checkout-builder/set-up-a-calculated-fee-or-tariff-fee.md): The Calculated Fee tab in your Phoenix Dashboard allows you to define additional fees such as handling charges, regional tariffs, or processing costs. These fees are automatically applied at checkout for customers in the specified countries or regions.
- [Set Up Conversion Pixels](/docs/phoenix/stores/set-up-conversion-pixels.md): The Conversion Tracking page in your Phoenix Dashboard allows you to connect marketing pixels from platforms such as Meta, TikTok, Snap, AppLovin, Google Tag Manager, Newsbreak, Triple Whale, and more. Once added, these pixels help track visitor behavior and conversions across your store, ensuring accurate reporting and optimized ad performance.
- [Create and Customize Your Checkout](/docs/new-dropdown/documentation/checkout-builder/how-tos/create-and-customize-your-checkout.md): Learn how to create, design, and publish your checkout page in Phoenix. 
- [Checkbox and Terms Component Behavior and Logic](/docs/checkout-builder/checkbox-and-terms-component-behavior-and-logic.md): Learn how to set up and customize Checkbox and Terms components in Phoenix Checkout Builder. Configure consent logic, connect buttons, and create a seamless checkout flow.
- [Create a Shopify Standard Checkout with Checkboxes](/docs/checkout-builder/create-a-standard-shopify-checkout-with-checkbox.md): With the Phoenix Checkout Builder, you can visually design and manage your checkout page without writing code. The builder gives you full control to add components, configure logic, apply your brand styles, and preview how your checkout looks on both desktop and mobile.
- [Change the Image on Your Thank You Page in Phoenix Checkout](/docs/phoenix/stores/change-the-image-on-your-thank-you-page-in-phoenix-checkout.md): You can easily update the default image displayed on your store’s Thank You page from the Phoenix Checkout Builder. This allows you to customize your post-purchase experience, improve brand consistency, and test image variations that can increase conversions.
- [Create a Single Item Page for a Post-Upsell](/docs/phoenix/stores/create-a-single-item-page-for-a-post-purchase-upsell.md): You can create a single item page for your post purchase upsell offer directly in the Post-Upsell Builder. This type of page is used when you want to promote one specific product as an upsell after checkout. You can choose a template, customize images and text, and publish the page so it becomes available to use inside your funnels.
- [Create a Multi-Item Page for a Post-Upsell](/docs/phoenix/stores/create-a-multi-item-page-for-a-post-purchase-upsell.md): You can create a multi-item page for your post purchase upsell offer directly in the Post-Upsell Builder. This type of page is used when you want to offer multiple products after checkout, allowing customers to select from several options. You can choose the multi-item template, customize the layout, and publish the page so it becomes available to use inside your funnels.
- [Configure a Pre-Upsell Offer in Your Store’s Checkout Flow](/docs/reporting-data-analysis/configure-a-pre-upsell-offer-in-your-stores-checkout-flow.md): The Pre-Upsell feature allows you to show an additional offer before the customer reaches the payment confirmation step. This helps you increase your average order value (AOV) while keeping the checkout experience smooth and fast.
- [Connect Your Checkout to a Store and Gateway](/docs/checkout-builder/connect-your-checkout-to-a-store-and-gateway.md): Learn how to connect your Phoenix Checkout to your store and payment gateway. This guide shows how to link platforms like Shopify and Stripe to make your checkout fully functional.
- [Customize Subscription Salvage Settings in Your Store](/docs/checkout-builder/customize-subscription-salvage-settings-in-your-store.md): Phoenix lets you customize salvage settings to improve recovery outcomes when a subscriber’s payment fails. By adjusting salvage pricing and timing, you can increase the chances of successfully recovering subscriptions that would otherwise be lost.
- [Create an Upsell Smart Funnel](/docs/store-configuration-ecommerce/store-configuration-ecommerce/create-an-upsell-smart-funnel.md): An upsell smart funnel lets you define when a post-upsell flow should be triggered based on specific purchase conditions. You can configure rules using products, collections, or tags so the correct upsell experience is shown after checkout.
- [Create an Upsell Flow](/docs/store-configuration-ecommerce/store-configuration-ecommerce/create-an-upsell-flow.md): An upsell flow defines the pages, products, and pricing shown to customers after checkout. Inside the flow, you can assign upsell pages, configure products, add downsells, and control how offers are displayed.
- [Pause Subscription Billing](/docs/phoenix/stores/pause-subscription-billing.md): You can pause subscription billing at the store level without stopping new customers from subscribing. This option allows you to continue collecting subscribers while temporarily preventing recurring charges from being processed.
- [Group Upsells With the Original Orders](/docs/phoenix/stores/club-upsells-with-the-original-orders.md): You can group upsell orders with the original purchase so that post-upsell charges appear as part of the same order instead of separate transactions. This improves order clarity, simplifies reconciliation, and creates a cleaner customer experience.
- [Split Testing Checkouts](/docs/phoenix/stores/split-testing-checkouts.md): You can use split testing in Phoenix to compare multiple checkout experiences within the same store. This allows you to control traffic allocation, test performance differences, and evaluate conversion impact without disrupting your active checkout flow.
- [Send Abandoned Cart Information to SMS and Email Providers](/docs/phoenix/stores/send-abandoned-cart-information-to-sms-and-email-providers.md): You can configure Phoenix to send abandoned cart information to your email and SMS providers. This setup allows you to trigger follow-up campaigns, recover potential sales, and track customer activity when a checkout is not completed.
- [Install and Configure the Phoenix App in Shopify](/docs/phoenix/stores/install-and-configure-the-phoenix-app-in-shopify.md): To connect your Shopify store with Phoenix, you must create and configure a custom app inside your Shopify Admin.
- [Generate an NMI Secret Key for Phoenix](/docs/phoenix/stores/generate-an-nmi-secret-key-for-phoenix.md): To connect your payment gateway to Phoenix, you must generate a Secret Key from your NMI account.

## Admin

- [Review Webhooks Logs for Integration Troubleshooting](/docs/store-configuration-ecommerce/review-webhooks-logs-for-integration-troubleshooting.md): Webhook logs help you verify how information moves between Phoenix and external services. You can review outbound webhooks sent from Phoenix and inbound webhooks sent from NMI. This guide shows you where to find these logs and how to use them when troubleshooting an integration.
- [Track Changes with the Audit and Action Logs](/docs/store-configuration-ecommerce/track-system-changes-with-the-audit-logs-and-action-logs.md): You can use the logs in your Phoenix Dashboard to monitor activity, understand when changes were made, and identify who performed specific actions. These tools help you troubleshoot issues, verify updates, and maintain accurate oversight of store operations.
- [Add a User to Your Store](/docs/phoenix/admin/add-a-user-to-your-store.md): You can easily add a new user to your Phoenix store. This allows multiple team members to access your store with the right permissions for support, administration, or merchant management.
- [Create and Manage Product Collections](/docs/reporting-data-analysis/create-and-manage-product-collections.md): Product Collections help you organize your store's products so customers can browse and find items more easily. You can set up two types of collections: Manual Collections and Smart Collections. Each one works differently and serves a specific purpose.
- [Add New Products to Your Store](/docs/store-configuration-ecommerce/add-new-products-to-your-store.md): Adding products is part of the standard setup process for your store. In Phoenix, you can enter all the details a product requires, including pricing, SKU, and inventory identifiers. This guide explains what each field means and how to complete the form so your product is ready to be listed in your store.

## eCommerce

- [Add Products](/docs/phoenix/ecommerce/add-products.md): You add products to Phoenix by creating or updating them in Shopify and synchronizing them into your store. This process ensures that product titles, pricing, and shipping settings stay consistent across platforms and are ready to use in checkouts, upsells, and subscriptions.
- [Change a Subscription Price](/docs/phoenix/ecommerce/change-a-subscription-price.md): You can update the price of an existing recurring subscription product directly in Phoenix. Changing a subscription price helps you adjust revenue, align initial and recurring charges, and keep pricing consistent across your store without creating new products.
- [Set Up a VIP Subscription Enrollment in Phoenix](/docs/phoenix/ecommerce/set-up-a-vip-subscription-enrollment-in-phoenix.md): Setting up a VIP subscription in Phoenix requires configuring billing types, creating products, and linking them to define the enrollment flow.

## Other Pages

- /docs/
- /docs/Homepage/
- /docs/checkout-builder/add-sales-tax/
- /docs/checkout-builder/checkbox-and-terms-component-behavior-and-logic/
- /docs/checkout-builder/connect-your-checkout-to-a-store-and-gateway/
- /docs/checkout-builder/create-a-standard-shopify-checkout-with-checkbox/
- /docs/checkout-builder/customize-subscription-salvage-settings-in-your-store/
- /docs/checkout-builder/search-charbacks-and-alerts-in-the-crm/
- /docs/checkout-builder/set-up-a-calculated-fee-or-tariff-fee/
- /docs/getting-started/-how-phoenix-works-system-overview/
- /docs/getting-started/glossary-of-phoenix-terms/
- /docs/getting-started/manage-user-access-in-phoenix/
- /docs/getting-started/phoenix-dashboard-overview/
- /docs/getting-started/phoenix-faqs-for-new-users/
- /docs/getting-started/what-is-phoenix-technologies/
- /docs/new-dropdown/documentation/checkout-builder/how-tos/create-and-customize-your-checkout/
- /docs/phoenix/admin/add-a-user-to-your-store/
- /docs/phoenix/dashboard/key-metrics-in-the-phoenix-dashboard/
- /docs/phoenix/ecommerce/add-products/
- /docs/phoenix/ecommerce/change-a-subscription-price/
- /docs/phoenix/ecommerce/set-up-a-vip-subscription-enrollment-in-phoenix/
- /docs/phoenix/orders/search-for-customers-refund-and-modify-subscriptions/
- /docs/phoenix/reporting/run-a-retention-report/
- /docs/phoenix/reporting/run-a-subscription-billing-summary/
- /docs/phoenix/stores/add-shipping-options-to-your-store/
- /docs/phoenix/stores/change-the-image-on-your-thank-you-page-in-phoenix-checkout/
- /docs/phoenix/stores/club-upsells-with-the-original-orders/
- /docs/phoenix/stores/create-a-multi-item-page-for-a-post-purchase-upsell/
- /docs/phoenix/stores/create-a-single-item-page-for-a-post-purchase-upsell/
- /docs/phoenix/stores/generate-an-nmi-secret-key-for-phoenix/
- /docs/phoenix/stores/install-and-configure-the-phoenix-app-in-shopify/
- /docs/phoenix/stores/pause-subscription-billing/
- /docs/phoenix/stores/send-abandoned-cart-information-to-sms-and-email-providers/
- /docs/phoenix/stores/set-up-conversion-pixels/
- /docs/phoenix/stores/split-testing-checkouts/
- /docs/phoenix/subscription/determine-cancellation-reasons-in-bulk/
- /docs/phoenix/transactions/view-detailed-transaction-history-and-apply-advanced-filters/
- /docs/reporting-data-analysis/configure-a-pre-upsell-offer-in-your-stores-checkout-flow/
- /docs/reporting-data-analysis/create-and-manage-product-collections/
- /docs/reporting-data-analysis/understand-revenue-vs-failed-billing-cancelled/
- /docs/reporting-data-analysis/verify-conversion-events-using-the-meta-conversion-api-log/
- /docs/search/
- /docs/store-configuration-ecommerce/add-new-products-to-your-store/
- /docs/store-configuration-ecommerce/review-webhooks-logs-for-integration-troubleshooting/
- /docs/store-configuration-ecommerce/store-configuration-ecommerce/create-an-upsell-flow/
- /docs/store-configuration-ecommerce/store-configuration-ecommerce/create-an-upsell-smart-funnel/
- /docs/store-configuration-ecommerce/track-system-changes-with-the-audit-logs-and-action-logs/
- /docs/subscription/manage-subscriptions-in-bulk-in-phoenix/