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Pagewheel Basics

Craig Taylor Craig Taylor
Navy planner, cream workbook, coral card and teal envelope form a welcome kit.

Welcome to an overview of all the basics you need to know when it comes to working with Pagewheel! Our mission is to help you grow your audience – and your business – fast. Let’s get started!

Do you need help with Pagewheel basics? You’ve come to the right place.

Stuck? Not sure where to start? We’ve got you covered with easy-to-follow tutorials every step of the way.

The Pagewheel Dashboard

Here is everything you need to know to get started with Pagewheel!

Navigating the Pagewheel Dashboard

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The Pagewheel dashboard is where all the magic happens. From here, you can create your own digital products, use our ready-made templates, access various copy packs, see sales metrics for published products, start customer email lists, and more.

How to Get Help With Pagewheel

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You can get help directly from Pagewheel and in several ways. You can send us a message, email us, or even connect with the Pagewheel Facebook community, a treasure trove of information filled with like-minded people who can help.

How to Customize Your Profile Image

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You can easily customize your profile image to create a personal avatar in Pagewheel.

How to Update Your Pagewheel Payment Information

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If you need to update your payment information on Pagewheel, the process is simple. For example, you may wish to switch from using a credit card to pay your subscription through Google Pay or Cash App Pay. All three options are available, and this guide will show you how.

How To Update Your Personal Information

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You may want to update your personal information on Pagewheel, for example, if your business name changes, and doing so takes a couple of steps. You can also change your first name, last name, email address, and password.

Changing your Subscription Plan on Pagewheel

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If you’d like to change your Pagewheel subscription plan, this guide will tell you how. Pagewheel has three subscription plans at various price points to choose from: Starter, Business, and Enterprise. You can easily upgrade (or downgrade) according to your unique needs.

How to Cancel Your Pagewheel Subscription

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Should you choose to cancel your Pagewheel subscription at any point, but aren’t sure how to, this guide will help.

How to Download an Invoice on Pagewheel

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Downloading Pagewheel invoices is simple, and this guide will show you how.

How to Connect Pagewheel to Your Email Service Provider

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We make it easy for you to connect Pagewheel to your email service provider, such as Mailchimp, ConvertKit, and more!

How to Become an Affiliate Partner

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Share Pagewheel and make recurring commissions!

How to Duplicate a Digital Product on Pagewheel

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Pagewheel makes duplicating a digital product so easy. After copying a product, you can easily rename it too. This guide shows you the process, step-by-step.

How to Find the Links to Your Digital Product & Website

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It’s so easy to find the links to products (and their websites) directly from your dashboard!

Where to Find Your Customer Contact Information

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Pagewheel automatically collects customer contact information every time a product is downloaded.

You can export this customer contact list and upload it to your own email service.

How to Download Your Customer Contact Information

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Pagewheel lets you download a list of your customer information. This can be done manually, or automatically using Zapier. 

How to Edit an Existing Product

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Pagewheel’s simple user interface means editing an existing product on Pagewheel is quick and efficient.

How to Edit an Existing Website

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If you need help editing an existing website for your products on Pagewheel, just follow these easy steps!

How to Edit the Delivery Email for an Existing Product

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If you find out you need to change the delivery email for a product you have created in the past, stay relaxed, it’s easier than you think! There are different ways to do it, just follow these simple steps.

How to Share a Product

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You can share a product with another user from your dashboard. If you’re a Pagewheel affiliate, when you share a product with someone in your audience, Pagewheel will automatically walk them through the sign-up process, populate their account with the product you shared, and give you credit for the new user!

How to Find an Existing Digital Product

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Pagewheel’s library and search features make finding an existing digital product easy. This is helpful when you have several products in your library and you need to search for a specific one to edit and change.

How to Delete a Digital Product

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Keep your product library tidy – learn how to delete a digital product in Pagewheel.

Additional Resources