Quickstart Guide

A brief guide on getting started with Zotlo

This guide will walk you through how to start using Zotlo and get the best results.

Create Your Zotlo Account

If you don't have an account yet, create an account here.

Once logged in, you can manage your account and access the merchant agreement through the Account Settings menu.

Add Your Project

The initial step to begin is creating a project through the Projects menu. Add a new project by providing a name and assigning a main domain for your sales sites. The provided domain name is not restrictive, you can operate sales sites with various domain names within a single project.

See the following guide for more information :

Adding A Project

Create Sales Packages

To define the products or services you will offer to your customers, you need to create sales packages. Within your project, use the Sales Packages menu to quickly configure the right type for your needs:

• Subscriptions

• One-time payments

• E-pin packages

Adding Sales Packages

Design Your Payment Interface

The next step is to create a custom payment interface for your customers’ purchase experience. Using Zotlo’s various interface options, you can:

• Generate a quick checkout link

• Embed a seamless payment form into your own website

• Design a multi-step purchase flow with welcome surveys using Zotlo’s advanced editor

Once your interface is designed, configure it by selecting the relevant sales packages, payment methods, and supported languages.

See the following guide for more information:

Designing Flows

Configure Your Integration Settings

To ensure smooth integration of your sales with your product, choose the most suitable method for your workflow and set up either a Webhook or API connection to receive data from Zotlo.

If you're using Webhooks: Whenever an event such as a sale, subscription update, or refund occurs in Zotlo, the system automatically sends a notification to your server. This real-time data stream is delivered to a URL of your choosing and is ideal for instant event tracking and automation.

For more details, check the guide below.

Webhooks

If you're using the API: With the Zotlo API, you can query subscription history, process refunds, or access payment details. This method provides the flexibility needed for custom integrations and advanced workflows.

For more details, check the guide below.

API Services

Publish Your Payment Interface

Once everything is set up, the final step is to publish your payment interface! Follow the instructions based on the integration method you selected:

• If you're using a Checkout Link: Publish the link and start sharing it directly or embed it on your website.

• If you're using Embedded Checkout (Form): Insert the required integration code (provided by Zotlo) into your website's structure to make the payment form live.

• If you're using a Multi-Step Sales Link: From the Sales Links menu, create a new link and connect the previously designed user flow to it. At this stage, make sure you’ve added the necessary CNAME record to point your custom domain to Zotlo’s sales site.

Once these steps are complete—congratulations! You’re live and ready to start selling. 👏