# How to Use the Easy Digital Downloads Setup Wizard Once you've installed and activated Easy Digital Downloads (EDD), the Setup Wizard helps you configure the essentials of your store in five quick steps. Instead of hunting through settings screens, you'll set up your business details, payments, emails, recommended tools, and your first product, all in one guided flow. This guide walks through each step of the Onboarding Setup Wizard so you know exactly what to expect and how to make the right choices for your store. - [Launching the Setup Wizard](#launching-the-setup-wizard) - [Step 1: Business Information](#step-1-business-information) - [Step 2: Payment Methods](#step-2-payment-methods) - [Step 3: Emails](#step-3-emails) - [Step 4: Tools](#step-4-tools) - [Step 5: Products](#step-5-products) - [What Happens After the Setup Wizard](#what-happens-after-the-setup-wizard) - [FAQs on Easy Digital Downloads' Setup Wizard](#faqs-on-easy-digital-downloads-setup-wizard) --- Launching the Setup Wizard -------------------------- When you first activate the Easy Digital Downloads Pro plugin, the wizard is ready to go. Go to **Setup** » **Get Started** in your WordPress dashboard to launch it. ![Easy Digital Downloads setup wizard](https://easydigitaldownloads.com/wp-content/uploads/2026/02/easy-digital-downloads-setup-get-started-800x489.png)You can move through the wizard at your own pace. Each step has a **Save & Continue** button to move forward and a **Skip this step** link if you'd rather come back to it later. You can also select **Close and Exit Without Saving** at any time. ![Easy Digital Downloads Onboarding Save & Continue Options](https://easydigitaldownloads.com/wp-content/uploads/2026/06/edd-setup-wizard-onboarding-start.png)If you exited the wizard earlier and the **Setup** menu is no longer there, you can restart it anytime. Go to **Downloads** » **Tools** and select **Restart the Setup Wizard**. ![Restart the EDD Setup Wizard](https://easydigitaldownloads.com/wp-content/uploads/2026/06/restart-edd-setup-wizard.png)Step 1: Business Information ---------------------------- The Wizard opens by asking about your business. This tells EDD where you're located so it can set up your checkout and receipt templates correctly. Under **Business Info**, you'll fill in: - **Business Name:** your store's official or legal name. If you leave it blank, it defaults to your site title. - **Business Type:** choose **Individual** if you don't have a registered business entity, or **Company** if you do. - **Business Address, City, Postal Code, Country, and Region:** your store's location. ![The Business Info step of the Easy Digital Downloads Setup Wizard.](https://easydigitaldownloads.com/wp-content/uploads/2026/06/edd-setup-wizard-business-step.png)Under **Currency**, you'll set: - **Currency:** the currency your store charges in. Note that some payment gateways have currency restrictions. - **Currency Position:** where the currency symbol sits, like $10 or 10$. - **Thousands Separator** and **Decimal Separator:** the symbols used to format your prices. ![The Currency fields in the Business step of the EDD Setup Wizard.](https://easydigitaldownloads.com/wp-content/uploads/2026/06/edd-setup-wizard-currency.png)Click **Save & Continue** when you're done. Step 2: Payment Methods ----------------------- Next, connect a way to get paid. The wizard walks you through connecting Stripe, which lets your customers pay with all major credit cards, Apple Pay, Google Pay, and more. Click **Connect with Stripe** and follow the prompts to link your Stripe account. Stripe Connect handles the secure connection for you, so there's no need to copy API keys. ![The Payment Methods Step 2 of EDD Setup Wizard. ](https://easydigitaldownloads.com/wp-content/uploads/2026/06/edd-setup-wizard-step-2.jpg)On the free version of EDD, Stripe payments include a small additional processing fee on top of Stripe's own fees. Activating a paid license removes that extra fee. You don't have to finish this now. You can **Skip this step** and connect a gateway later, or add other gateways like PayPal and Square from **Downloads** » **Settings** » **Payments** after setup. Learn more in [Payment Settings](https://easydigitaldownloads.com/docs/payment-settings/ "Payment Settings"). Step 3: Emails -------------- This step sets up the purchase receipt your customers receive after they buy. - **Logo:** upload a logo to display at the top of receipt emails. This shows on HTML emails only. - **From Name:** usually your store or site name. Defaults to your site title if left blank. - **From Email:** the address your emails are sent from, and where customer replies go. - **Message:** customize the receipt text. Use the **Insert Tag** buttons to add dynamic content like `{name}` and `{download_list}`, which automatically fill in each customer's details and download links. ![EDD Setup Wizard Step 3 to configure purchase receipt email.](https://easydigitaldownloads.com/wp-content/uploads/2026/06/edd-setup-wizard-step-3.jpg)Click **Save & Continue** to save your receipt. Step 4: Tools ------------- EDD recommends a handful of free tools to help your store run smoothly and grow. Each one is optional, so uncheck any you don't want before continuing. - **Essential eCommerce Features:** the core features for selling digital products with WordPress. - **Reliable Email Delivery:** installs WP Mail SMTP, which helps your receipts and notifications reliably reach inboxes. - **Analytics Tools:** installs MonsterInsights to show visitor data right in your dashboard. - **SEO Tools:** installs All in One SEO to help optimize your store's traffic. - **Conversion Tools:** installs OptinMonster to help turn visitors into subscribers and customers. ![The Conversion and Optimization Tools screen of EDD Setup Wizard.](https://easydigitaldownloads.com/wp-content/uploads/2026/06/edd-setup-wizard-step-4.jpg)Whatever you leave checked will be installed and activated when you continue. Step 5: Products ---------------- Finally, create your first product right inside the wizard. - **Product Name:** what you're selling. - **Product Image:** click **Set Image** to add a featured image. - **Pricing Options:** choose **Single price** for one fixed price, or **Variable price** to offer multiple options. - **Product Price:** what the product costs. - **Add your first file:** toggle this on to upload the file your customers will download after purchase. ![Adding a product to step 5 of EDD Setup Wizard.](https://easydigitaldownloads.com/wp-content/uploads/2026/06/edd-setup-wizard-add-product-step-5.png)Click **Save & Continue** to create your first download. You can refine it anytime from the **Downloads** screen. What Happens After the Setup Wizard ----------------------------------- Once you finish, your store's foundation is in place. From here, you can [create more products](https://easydigitaldownloads.com/docs/creating-products/), [fine-tune your payment settings](https://easydigitaldownloads.com/docs/payment-settings/), and customize how your store looks. EDD created your essential pages, like your checkout and purchase confirmation pages, automatically when you installed it. To learn what each one does, see [Your Store Pages](https://easydigitaldownloads.com/docs/the-plugin-pages/). Before you open for business, it's worth [running a test order](https://easydigitaldownloads.com/docs/test-and-launch/). You can also head back to the [Getting Started guide](http://easydigitaldownloads.com/docs/getting-started/) to see the full path from install to first sale. FAQs on Easy Digital Downloads' Setup Wizard -------------------------------------------- Here are answers to common questions about the Easy Digital Downloads Setup Wizard. ### How do I restart the EDD Setup Wizard? Go to **Downloads** » **Tools** and select **Restart the Setup Wizard**. This is helpful if you exited early and the Setup menu is no longer showing. ### Do I have to complete every step? No. You can select **Skip this step** on any screen and come back to it later. Every setting in the wizard can also be configured from **Downloads** » **Settings** at any time. ### Does the Setup Wizard create my store pages? No. EDD creates your store pages (like checkout and purchase confirmation) automatically when you install the plugin. You can view and change them anytime under **Downloads** » **Settings** » **Pages**. ### Can I change these settings after finishing the wizard? Yes. Everything you set in the wizard lives in your store settings afterward, so you can update your business info, payments, emails, and products whenever you need to. ### Do I need a paid license to use the Setup Wizard? No. The Setup Wizard works on both the free version and EDD Pro. A paid license removes the additional Stripe processing fee and unlocks Pro features.