# Bloopi — Help Center Articles

## Article Index

1. [How to create my first Bloopi account](#how-to-create-my-first-bloopi-account)
2. [How to create a product](#how-to-create-a-product)
3. [How to configure the checkout](#how-to-configure-the-checkout)
4. [How to add a custom domain to checkout](#how-to-add-a-custom-domain-to-checkout)
5. [How to configure credit card installments](#how-to-configure-credit-card-installments)
6. [How to enable PIX on checkout](#how-to-enable-pix-on-checkout)
7. [How to create discount coupons](#how-to-create-discount-coupons)
8. [How to create a recurring subscription](#how-to-create-a-recurring-subscription)
9. [How the recurring billing engine works](#how-the-recurring-billing-engine-works)
10. [How to manage subscribers](#how-to-manage-subscribers)
11. [How to create an order bump](#how-to-create-an-order-bump)
12. [How to create a post-purchase upsell](#how-to-create-a-post-purchase-upsell)
13. [How to build a complete sales funnel](#how-to-build-a-complete-sales-funnel)
14. [How to configure the Meta Pixel](#how-to-configure-the-meta-pixel)
15. [How to configure Google Ads on checkout](#how-to-configure-google-ads-on-checkout)
16. [How to configure the TikTok Pixel](#how-to-configure-the-tiktok-pixel)
17. [How to enable the affiliate program](#how-to-enable-the-affiliate-program)
18. [How an affiliate can sign up](#how-an-affiliate-can-sign-up)
19. [How to make the first withdrawal](#how-to-make-the-first-withdrawal)
20. [How to read the sales report](#how-to-read-the-sales-report)
21. [How to integrate with Shopify](#how-to-integrate-with-shopify)
22. [How to configure webhooks](#how-to-configure-webhooks)
23. [How to use the Bloopi API](#how-to-use-the-bloopi-api)
24. [How to configure the TikTok Shop theme](#how-to-configure-the-tiktok-shop-theme)
25. [How to add testimonials to checkout](#how-to-add-testimonials-to-checkout)
26. [How the scarcity timer works](#how-the-scarcity-timer-works)
27. [How to configure the thank you page](#how-to-configure-the-thank-you-page)
28. [How to view UTM tracking for sales](#how-to-view-utm-tracking-for-sales)
29. [How to enable 2FA on the account](#how-to-enable-2fa-on-the-account)
30. [How balance availability works](#how-balance-availability-works)

---

## How to create my first Bloopi account

1. Go to https://bloopi.com.br/cadastro
2. Fill in your full name, email, and password
3. Confirm your email via the link sent to your inbox
4. Complete the onboarding with your CPF or CNPJ
5. Add your PIX key to receive withdrawals
6. Wait for account approval (usually within 24 business hours)

After approval, you can create products and activate your checkout immediately.

---

## How to create a product

1. In the dashboard, go to the **Products** menu
2. Click **New product**
3. Fill in name, description, and type (one-time or recurring)
4. Add a cover image
5. Set the price and installment options
6. Click **Save**

The created product automatically generates a default checkout link ready to share.

---

## How to configure the checkout

1. Go to **Products** → select the product → **Checkout** tab
2. Choose the visual theme (default, sales page, TikTok Shop)
3. Set the primary colors and logo
4. Select the payment methods available for this product
5. Enable or disable conversion elements (timer, social proof, testimonials)
6. Save and preview before publishing

Each product has independent checkout settings.

---

## How to add a custom domain to checkout

1. Go to **Settings** → **Domains**
2. Click **Add domain**
3. Enter the desired subdomain (e.g., checkout.yourbusiness.com)
4. Copy the CNAME record provided by Bloopi
5. In your domain registrar panel, add a CNAME record pointing to the value provided
6. Wait for DNS propagation (up to 24 hours)
7. Bloopi automatically activates the SSL certificate

---

## How to configure credit card installments

1. Go to **Products** → select the product → **Pricing settings**
2. Under **Installments**, set the maximum number (up to 12x)
3. Configure whether interest is absorbed by you or passed to the buyer
4. Save

The checkout will automatically display installment options to the buyer.

---

## How to enable PIX on checkout

1. Go to **Products** → select the product → **Checkout** → **Payment methods**
2. Enable the **PIX** option
3. Set the QR Code expiration time (default: 30 minutes)
4. Save

After PIX payment is confirmed, the buyer receives product access automatically.

---

## How to create discount coupons

1. Go to **Products** → select the product → **Coupons**
2. Click **New coupon**
3. Define the code (e.g., PROMO20)
4. Choose type: percentage (e.g., 20%) or fixed amount
5. Set usage limit and expiry date (optional)
6. Save

The buyer enters the code at checkout and the discount applies automatically.

---

## How to create a recurring subscription

1. Go to **Products** → **New product**
2. Under **Type**, select **Recurring**
3. Set the billing interval: weekly, monthly, quarterly, semi-annual, or annual
4. Define the subscription amount
5. Configure trial period (optional)
6. Set maximum billing cycles if you want a fixed-term subscription
7. Save and configure the checkout

Bloopi's recurring billing engine automatically handles all renewals.

---

## How the recurring billing engine works

Bloopi's subscription engine automatically charges on each subscriber's renewal date.

**Billing flow:**
1. On the due date, the system attempts to charge the subscriber's saved card
2. If approved: cycle renewed, subscriber keeps access, producer receives payment
3. If declined: status changes to "past due" and retries are scheduled

**Automatic retries:**
- 1st attempt: due date
- 2nd attempt: 3 days after failure
- 3rd attempt: 5 days after failure
- 4th attempt: 7 days after failure
- After all attempts fail: subscription automatically canceled

**Notifications:**
- Subscriber notified by email on each failure with link to update card
- Producer notified about past-due subscriptions

---

## How to manage subscribers

1. Go to **Subscriptions** in the sidebar
2. View the complete subscriber list with real-time status
3. Filter by product, status, or period
4. Click on a subscriber to view details and billing history

**Available actions:**
- Pause subscription
- Cancel subscription (with or without access until end of paid period)
- View complete billing and failure history

**Top metrics:**
- MRR (Monthly Recurring Revenue)
- Total active subscribers
- Period churn
- New subscriptions

---

## How to create an order bump

1. Go to **Products** → select the product → **Order Bumps**
2. Click **New Order Bump**
3. Select the product to offer
4. Configure title, description, and image
5. Set the order bump price
6. Enable and save

The order bump appears within the checkout before the payment button. One-click acceptance.

---

## How to create a post-purchase upsell

1. Go to **Products** → select the product → **Upsells**
2. Click **New Upsell**
3. Select the product to offer
4. Configure the upsell page: headline, description, optional video
5. Set the special upsell price
6. Configure what happens on accept or decline
7. Enable and save

The upsell appears immediately after payment approval — no card re-entry required.

---

## How to build a complete sales funnel

A complete funnel in Bloopi has these steps:

1. **Main checkout** — main product with order bumps
2. **Upsell 1** — higher-value complementary offer
3. **Downsell** (optional) — more affordable version if buyer declines
4. **Upsell 2** (optional) — second post-purchase offer
5. **Thank you page** — product delivery and next steps

To build:
1. Go to **Funnels** → **New Funnel**
2. Use the visual builder to connect the steps
3. Configure transitions
4. Activate the funnel
5. Monitor per-step conversion metrics in the funnel dashboard

---

## How to configure the Meta Pixel

1. Go to **Products** → select the product → **Tracking** → **Meta Pixel**
2. Enter the Meta Pixel ID (numeric)
3. Optionally enter the Conversions API access token for server-side tracking
4. Configure which events to fire
5. Save

**Events fired automatically:**
- `PageView`: when checkout opens
- `ViewContent`: when product is viewed
- `InitiateCheckout`: when buyer starts filling the form
- `AddPaymentInfo`: when payment method is selected
- `Purchase`: after payment is approved (with value and currency)

---

## How to configure Google Ads on checkout

1. Go to **Products** → select the product → **Tracking** → **Google Ads**
2. Enter the conversion ID (format: AW-XXXXXXXXXX)
3. Enter the conversion label
4. Set the conversion value (dynamic or fixed)
5. Save

The conversion event fires at payment confirmation with a unique transaction_id.

---

## How to configure the TikTok Pixel

1. Go to **Products** → select the product → **Tracking** → **TikTok Pixel**
2. Enter the TikTok Pixel ID
3. Optionally enter the Events API access token
4. Save

**Events fired:**
- `ViewContent`: when checkout opens
- `InitiateCheckout`: when buyer starts filling the form
- `CompletePayment`: after payment is confirmed

---

## How to enable the affiliate program

1. Go to **Products** → select the product → **Affiliates**
2. Enable the affiliate program
3. Set commission: percentage or fixed amount
4. Set cookie duration
5. Configure automatic or manual affiliate approval
6. Save

---

## How an affiliate can sign up

1. Affiliate accesses the product affiliate page
2. Fills in name and email
3. Waits for producer approval or receives link immediately
4. Promotes the product with their unique link
5. Tracks clicks, conversions, and commissions in the affiliate panel

---

## How to make the first withdrawal

1. Go to **Financial** → **Withdrawals**
2. Check the available balance
3. Click **Request withdrawal**
4. Confirm the PIX key
5. Confirm the amount
6. Processed within 1 business day

Credit card sales available D+5 business days. PIX available immediately.

---

## How to read the sales report

Go to **Reports** → **Sales** to view:

- **Gross revenue**: total billed in the period
- **Net revenue**: gross minus fees and refunds
- **Average order value**: average per transaction
- **Conversion rate**: checkout visitors who purchased
- **Payment method breakdown**: card, PIX, boleto
- **Sales origin**: which UTM/campaign drove sales

---

## How to integrate with Shopify

1. Go to **Integrations** → **Shopify**
2. Click **Connect Shopify store**
3. Enter your Shopify store URL
4. Authorize the connection in Shopify
5. Configure which products to sync
6. Enable order synchronization

Sales through Bloopi checkout are automatically recorded in Shopify as orders.

---

## How to configure webhooks

1. Go to **Settings** → **Webhooks**
2. Click **New Webhook**
3. Enter the endpoint URL
4. Select events: payment.approved, payment.declined, payment.refunded, subscription.created, subscription.renewed, subscription.canceled, subscription.past_due
5. Save

Bloopi sends POST with JSON payload on each event. Automatic retries on failure.

---

## How to use the Bloopi API

**Authentication:** Bearer token with your API Key (Settings → API)

**Main endpoints:**
- `POST /v1/payment-intents` — create payment intent
- `GET /v1/payment-intents/{id}` — check payment status
- `GET /v1/transactions` — list transactions
- `GET /v1/products` — list products
- `GET /v1/subscriptions` — list subscriptions

Full documentation: https://ai.bloopi.com.br/en-US/api

---

## How to configure the TikTok Shop theme

1. Go to **Products** → select the product → **Checkout** → **Theme**
2. Select **TikTok Shop**
3. Configure store name, rating, and number sold
4. Set product variants if applicable
5. Configure the flash sale timer
6. Set the reviews section
7. Save

The checkout presents in steps: product → variant → order summary → payment → PIX confirmation.

---

## How to add testimonials to checkout

1. Go to **Products** → select the product → **Checkout** → **Social Proof**
2. Enable the testimonials section
3. Click **Add testimonial**
4. Fill in name, photo (optional), text, and star rating
5. Add 3 to 5 testimonials
6. Organize display order
7. Save

---

## How the scarcity timer works

1. Go to **Products** → select the product → **Checkout** → **Timer**
2. Enable the timer
3. Set the time (e.g., 30 minutes)
4. Customize the message
5. Choose colors
6. Save

The timer starts when the buyer opens the checkout. Each visitor has their own countdown.

---

## How to configure the thank you page

1. Go to **Products** → select the product → **Thank You Page**
2. Configure title and subtitle
3. Add a welcome video (YouTube or Vimeo URL)
4. Configure the product access button
5. Add additional links
6. Save

Displayed after payment approval and after upsell acceptance or rejection.

---

## How to view UTM tracking for sales

1. Go to **Reports** → **Sales Origin**
2. View distribution by utm_source, utm_medium, utm_campaign
3. Filter by product and period

UTMs are automatically captured and associated with each sale.

---

## How to enable 2FA on the account

1. Go to **Settings** → **Security**
2. Click **Enable two-factor authentication**
3. Scan the QR Code with Google Authenticator or Authy
4. Enter the 6-digit code to confirm
5. Save the recovery codes

2FA code required on each new login.

---

## How balance availability works

**Credit card:** Available D+5 business days after sale

**PIX:** Available for immediate withdrawal after confirmation

**Boleto:** Available after bank clearing (usually D+2 business days)

**Disputes:** Amounts held until resolution. If won: released. If lost: debited from balance.