Setting up

Set up your prepayment campaigns in minutes

After your Merchant Application has been approved, and you have provided your merchant bank account's payout information via DocuSign, your account will be set live.

From there, to set up your Savebo account, there are a number of steps required, depending on the kind of business you operate.

All merchants are required to fill out the following sections:

1. Profile Information: On this page, you are able to upload your brand's coin and card image files. To offer a smoother experience for your customers, choose a coin image that is catchy or iconic and easy for the customer to recall. These files will need to be of the requested dimensions.

2. Prepayment Rewards: On this page, you are able to set and determine a range of dynamic prepayment rewards that can be used to incentivize prepayments. Partners can set a range of fully customizable and dynamic rewards relating to each separate prepayment stream offered. Under this section, partners can also offer customers additional rewards such as free shipping and other time-based rewards.

Merchants that sell physical products must also set up the following sections:

1. Shipping Rates: On this page, you are able to set your shipping rates that the shopper must pay upon redeeming your credit for products. Shipping rates can either be based on a Flat Rate or Variable Rate - based on the total price of goods purchased. Please note, both Store Credit and Bonus Credit can be used interchangeably towards the payment of shipping fees.

2. Product Information: On this page, you are able to add, edit, and delete your brand's product data. Product information that can be added includes Product Name, Product Price, Product Images, and Product Options. Also, on this page, you can enter the current URL of your product's e-commerce listing as well. On this page, we also display a direct link that merchants can use to direct shoppers towards their Savebo Saving plans.