Getting set up 🚀
Setting up your merchant account is a simple process designed to ensure your business is ready to offer a seamless and rewarding shopping experience to customers.
Step 1: Sign Up as a Partner
Visit the Partner Portal Go to https://partner.savebo.com/signup and fill out the sign-up form.
Submit Your Registration Click the Sign Up button to receive limited platform access immediately.
Verify Your Email Address Check your inbox for the activation email and confirm your registration.
Complete the Merchant Application
Access the Merchant Application Form from your Partner Dashboard.
Provide your business details and any requested information.
Application Review
Savebo will review your application within 2 business days.
Additional information may be requested during or after the review process.
Provide Payout Details Once approved, fill out your merchant bank account’s payout details via DocuSign.
Step 2: Set Up Your Merchant Account
After approval and submission of payout information, your account will go live. Follow the steps below to set up your Savebo account:
Complete Profile Information
Upload your brand's coin and card image files.
Use catchy or iconic designs to enhance customer recall.
Ensure images meet the required dimensions for smooth integration.
Configure Prepayment Rewards
Set up dynamic prepayment rewards to incentivize customer prepayments.
Offer customizable rewards, including free shipping or time-sensitive bonuses, for specific streams.
Set Shipping Rates (For Physical Products)
Choose between Flat Rate or Variable Rate shipping.
Enable customers to use Store Credit or Bonus Credit for shipping payments.
Add Product Information (For Physical Products)
Add or update product details, including names, prices, images, and options.
Include the URL of your product's e-commerce listing.
Direct shoppers to Savebo’s homepage for discovering and shopping with your brand.
Enhanced Integration Features
Maximize Savebo's tools to boost customer engagement and sales:
Customizable Embeds: Embed Savebo links directly into your website or application with customizable code snippets. Adjust designs to fit your brand’s look and feel.
QR Codes: Use QR codes in physical environments, such as storefronts, brochures, or packaging, to direct users to your Savebo saving plans.
Hyperlinks: Incorporate Savebo links into product pages, announcement bars, or product tiles for seamless navigation.
Marketing Integration Examples: Add Savebo links to social media posts, newsletters, and website footers to increase visibility and engagement.
Shopper Experience Guidance
Direct Shoppers Directly to Your Transactions, or Let Them Find Your Brand Themselves:
Shoppers should begin their journey at the start of your brand's individual transaction offering. For example, if you wish to direct a customer to your subscription offering, you can direct them to the beginning of your subscriptions process (e.g., https://savebo.com/subscribe?partner=ozstraps&type=subscribe). If you wish to direct a customer to your gifting sales stream, you can direct them to the start of the gifting process (e.g., https://savebo.com/gift-credit?partner=ozstraps&type=giftcredit). Alternatively, existing shoppers can navigate Savebo's homepage themselves and find your brand's prepayment offerings that way.
Savebo's Wallet also redirects existing shoppers to prepayment transaction streams that are offered by your brand. New merchants cannot be discovered within the wallet at this time.
Marketing Collateral for Merchants
To help merchants promote their Savebo integration, we are developing marketing collateral that can be easily customized. Merchants will soon have access to Canva templates to create materials like:
Pamphlets for in-store promotions.
Loyalty cards featuring QR codes for seamless customer engagement.
These resources will allow merchants to quickly incorporate Savebo into their marketing strategies with minimal effort.
Need Help?
For integration examples, visit [Integration Ideas Page]
For any assistance during the integration process, contact us at support@savebo.com. We’re here to ensure your business thrives with Savebo!
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