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Quick Start: Mastering the Marketing Area in PROSPER OS™

Marketing tab within PROSPER OS™, a suite of powerful, integrated tools designed to boost your business and streamline your content creation efforts. This section explores how to leverage these features to connect with your audience and drive growth.

How-To's, Guide's and Other Help Articles

How to start an automatic process after a subscription payment or refund is received?

With additional triggers around payments, business users have more control over automations built around lead conversion processes. Along with the current support for Payment Received, Order Submitted trigger and Invoice trigger, we have added the support for 2 new additional triggers

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How to integrate Razorpay within PROSPER OS™

How to integrate Razorpay within KonnectMaster

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How to set NMI as the Payment Gateway in PROSPER OS™?

NMI (Network Merchants Inc.) is a well-known payment gateway service provider that offers a variety of solutions for businesses to process online transactions securely and efficiently. NMI's payment gateway allows merchants to accept credit card and eCheck payments from their customers through multiple channels, including websites, mobile apps, and in-person point-of-sale systems.

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How to Enable Automatic Sales Receipts for Order Form Purchases

Receipts are crucial in business transactions, providing customers with documented confirmation of their purchases. They serve as proof of payment and enable businesses and customers to keep accurate records. We understand the importance of efficient receipt management, so we're thrilled to introduce our latest feature: Automatic Receipts.

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How to manage Refunds in PROSPER OS™?

The refund processing feature allows businesses to issue full or partial refunds for transactions made through various payment providers, such as Stripe, Authorize.net, NMI, and PayPal. It supports refunds for Google Pay, Apple Pay, and card payments, providing a convenient way to manage refunds from a single platform.

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Workflow Trigger Guide: "Payment Received" - What Is It and How to Use It?

The Payment Received trigger is designed to act as a centralized mechanism for capturing all incoming payments across the PROSPER OS™, including one-time purchases, subscription charges, invoices, and more. It can be customized with filters, such as source type and transaction status, to target specific use cases. This trigger helps businesses automate tasks, streamline processes, and efficiently respond to real-time customer transactions.

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