Before FastSpring can activate your Store, you need to configure your Store and gather documentation for FastSpring to review. This page provides a detailed explanation of everything FastSpring needs from you.

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Required activation steps

You must complete all the steps that follow for FastSpring to review and activate your Store. If you have any questions, speak with the FastSpring representative you worked with during your initial signup.

This table provides a high-level overview of what you need to do for FastSpring to review and activate your Store:

Store Activation Steps

Next, you'll find detailed instructions on all these steps:

1. Initial steps

Begin the Store activation process by doing the following:

1. Configure at least one product for your Store.
2. Configure at least one fulfillment action for each of your non-subscription products.
3. Fill out your tax information and sign your user agreement:
   • In the FastSpring App, navigate to Account Summary.

• On the Account Summary page, go to Tax Information > Manage Tax Information and add the tax information FastSpring prompts you to enter.
• On the Account Summary page, go to Terms and Agreement and sign your user agreement.

2. Round out your Website

Once you've completed the initial steps, you'll next need to be prepared to show FastSpring that your website has the following:

• A live pricing page.
• Terms and conditions, a privacy policy, and a refund policy.
• Products and/or subscriptions on your website that match those on your FastSpring dashboard.

3. Gather your documentation

After you've finished preparing your Storefront for review, gather these required documents:

• Certificate of incorporation or certificate of sole proprietorship (if applicable in your country).
• Completed W-8 or W-9 tax information.

4. Contact FastSpring

After you've completed all the previous steps, reach back out to the FastSpring representative who reached out to you during your initial signup process.

The representative will then walk you though the remaining steps to complete store activation, including KYC Identity Verification.

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Products and Pricing Setup

Follow these steps to make sure that you've correctly set up Products and Pricing in your Storefront:

1. Set up your Products and Fulfillments settings.
2. After you create your products, add them to your Storefront and configure how you want them to appear to your customers.
3. Apply a Product Tax Category to each of your products.
4. Verify that all supported currencies are available through Settings > Store Settings > Localization.
5. Verify that you have input the correct prices for all products.
   1. If you manually entered non-USD prices for products, verify that the prices are adjusted to account for the VAT or GST amounts.
   2. Alternatively, you can contact FastSpring Support to request a switch to Net Pricing Mode..
   3. If you use the default base currency of USD (US dollars), FastSpring adds any applicable taxes to the price entered. Therefore, you should enter the base price should as net without the tax included. Review Currencies and Conversions and Tax before adding prices to your products.
6. Verify that you have set up at least one fulfillments action for each of your non-subscription products.

Storefront Setup

Follow these steps to make sure that you've correctly set up your FastSpring Storefront:

1. Configure your Storefronts to customize your customer experience, including setting up checkout options..
2. Upload your company logo to appear on your Storefront and in customer-facing email messages .
3. Conduct tests to optimize the design and customer experience.
4. Create links to your Storefront from your existing websites, apps, or social media.
   1. Find details and naming conventions in Linking to Your Storefronts.
5. Whitelist the domains or subdomains of all sites that use your Popup Storefronts.
6. Read Adding a Popup Storefront to Your Website and familiarize yourself with the Store Builder Library if you plan to use Popup Storefronts for checkout.
7. Verify your support contact information in Settings -> Store Settings > Support Contact.
8. Verify the live homepage of your default store.
   1. If you plan to use a Popup Storefront, verify the following:
      1. Have you updated the Popup Storefront link on your page to remove “.test” from the Storefront URL?
      2. Are all of the integrations working in the live domain?
      3. Have you tested any integrations that use the FastSpring API ?
9. Verify and customize your email templates via Settings > Customer Notifications.

Payout and Tax Information

You should have completed the W8 and W9 tax forms during initial setup. For information on DSS tax withholding from the IRS, see US Tax Withholding for Downloadable Subscription Software.

In addition to filling out your tax information, make sure to do the following:

• Set up transfers for your payouts.
• Activate your Payouts Account. To start selling products, activate and confirm your payout account and any split payees so we can provide you with your profit.

Recommendations for Successful Store Activation

Your product names must specifically identify what the customer is purchasing. For compliance, risk, and policy reasons, your product names must clearly represent what the customer will purchase.

FastSpring needs to be able to find detailed product information on your website. Our account review team looks at the website URL that you provided when creating the account. Ideally, this should provide product pages where we can find out exactly what the products are and purchase details, such as one-time purchases or monthly subscriptions.

If you have not yet finished updating your new website to include detailed product information, you may want to work on this while awaiting Store activation. If we cannot find sufficiently detailed product information on your website, we may be unable to activate your Store for live transactions. After you have added the necessary details to your site, we can review your site again.