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      1. OURCART WIKI
      2. Customers&Partners

      Onboarding Form and Information

      You just signed your SOW with Ourcart and are about to have your kickoff call or just had it. Here is what your Onboarding For talks about.

      Your onboarding stage is a key step to achieving a successful program and setup. During this period, you will be introduced to your Customer Success Manager and get a dedicated Kickoff call, during which you and your team, along with your CSM, will go over the onboarding form and the needed information to complete your set-up. 

      The Onboarding Form document you will receive is composed by 07 sections:

      • BRAND
      • BRANDING
      • PROMOTIONS
      • CUSTOMIZATION
      • ANALYTICS
      • SURVEY
      • CONTACT INFORMATION

      BRAND

      In this section of the Onboarding Form, the data related to the brand information and how it will be set up is collected.

      This information is set up on a brand level, which means that all promotions under the brand level information will have this same configuration.

      Brand’s name - It is how your brand wants to be called. Should be a simple brand name convention.

      Brand website URL - The URL will appear during the receipt upload phase so your consumers can browse the website to know more about your company, products and any other relevant information.

      Privacy Policy URL - Your privacy policy will be embedded in the opt- in widget. This information is required to ensure the whole process complies with all the legislations currently active in your country.

      Multi Campaign Participation - If you run more than one promotion at the same time, e.g. Free offer + BOGO offer, it is possible to enable an option for consumers to participate on both. 

      Payment Type - Amazon Reload, Paypal and Venmo are the current supported payment methods - You can choose the payment method that will be available for your consumers. To broader the range of participating consumers, all three* methods are suggested. 

      BRANDING

      This section of the Onboarding Form will carry your branding information, every needed piece related to the way your brand is presented.

      This information is set up on a brand level, which means that all promotions under the brand level information will have this same configuration.

      #1 Primary Brand Color - The primary brand color will appear on the header of the opt-in e-mail, as seen on the left.

      This information needs to be updated on the form with a hex format, e.g: #ffffff. 

      The primary color will also appear on the registration page numbers and hyperlinks throughout the consumer engagement flow.

      Opt-In Widget Font Color - The Opt-in widget on your landing page is transparent by default, which means that the color you select for the font color needs to be in contrast with your landing page background. This information needs to be updated on the form with a hex format, e.g: #ffffff. 

      Your planned landing page background color will determine your opt-in widget font color.

      Example: If your brand's primary color is white and you build your landing page with a white background, you may want to have a black font color on the opt-in widget.

      Logo Link/File - JPG, SVG, PNG formats are accepted and the suggested size is 180x40px. The logo that fits better on Ourcart promotion system has the following characteristics: 

      • 180x40 px

      • JPG, PNG or SVG

      Favicon Logo Link/File - Favicon is the small icon that will appear on the top of the browser tab.

      To ensure good quality and visualization, the suggested format for a favicon is ICO or pre-converted formats.

      If you do not have a favicon you can use Favicon Grabber or Get Favicon to capture your website’s favicon. 

      Link to the Store Locator - The store locator link will be also displayed on the opt-in e-mail and in other steps of the consumer flow, under the “where to buy” hyperlinks. It needs to be a https://SSL-certified link.

      PROMOTIONS

      This section of the Onboarding Form contains information on the promotions under your brand. You can have countless promotions under the same brand.

      This information is set up on a promotion level, which means that all promotions can have their own customization text and individual qualifications.

      KPI - What would be a successful outcome for the program? What is your brand looking for by utilizing the CPG Marketing Solution? This will ensure that Ourcart’s team will keep up with your metrics for success and provide reports and follow-ups based on this alignment. 

      Launch Date - The launch date will enable your team to start testing the promotion before it goes live. For the launch to happen, the Onboarding Form needs to be ready. 

      Start Date - This is where your promotion will go live to your consumers, when the links will be made public and people will be able to start opting-in. The start date also marks the beginning of your billing period, your billing cycle starts when the promotion goes live.

      Reward Type - What is the reward type your promotion will have? Currently, there are six different offer types available:

      • Percent off

      • Fixed dollar amount

      • Multi-unit percent off

      • Volume Maximizer

      • Spend Maximizer

      • Percent off Maximizer

      Landing Page URL - Your landing page URL is needed for setup purposes and will be embedded in the SMS texts consumers receive.

      You can check good examples and best practices for the creation of your landing page under the best practices tab.

      Max. Rebate Value - Information valid for promotions with non-fixed value offers. Example: Your product SRP is $5 and you are giving 30% off, what is the maximum rebate you are willing to pay? This number often varies, as prices vary per retailer.

      Participating Products -  There is a file for the list of products that will be available on that specific promotion. Please use the full description for every product and its estimated prices.

      Are these products all the products of the brand? - Yes/No. This information is used for set-up purposes.

      Main listed retailers - Are you limiting the program to a specific retailer? The system has the ability to whitelist and blacklist retailers, which means you can have a promotion limited to Walmart, for example or a promotion that just does not accept receipts from CostCo.

      Main listed states: Are you limiting the offer to specific states?

      CUSTOMIZATION and ANALYTICS

      This section of the Onboarding Form brings what is customizable for every promotion you run, with the only limitation being the number of characters the text can have.

      This information is set up on a promotion level, which means that all promotions can have their own customization text and individual qualifications.

      Promotion Description -  This information will be displayed on the opt-in e-mail consumers will receive and needs to contain a good and objective description of what the promotion is about. If you are doing a free offer, for example, make sure you use the word “FREE” in capital letters.

      A good promotion description example is: We’re so confident that you will like the taste of our ice cream that  for a limited time, we’re offering you the chance to try it and receive a FULL refund! Yes, you read that right.  The first pint is FREE! 

      Social Text - This information will be displayed if a consumer clicks on the button to share the offer. The text here cannot be longer than a tweet and can be a simplification of the promotion description.

      FB Pixel Tag / Google Tag* - It is possible to add your pixel tags and trackers so the analytics events linked to the promotion activity are fired directly to your analytics dashboard. We have 4 types of events:

      1. Cash-out Page: when the receipt is valid and the consumer is redirected to a cash-out page to select the payment method.

      2. Redemption Page:  when the consumer gets the “Congratulations” message and the information on how much the rebate sum is.

      3. Upload Page: When the consumer uploads the receipt.

      4. Opt-in widget: When the contact information is filled and the user opts-in.

      SURVEY

      During the consumer engagement flow, your consumers also have the opportunity to evaluate their experience, your product or any other information that your brand may want to collect directly from the source. 

      The consumer survey is composed by a series of four questions:

      • Two single or multiple-choice questions. You can ask anything with a limit of 5 answer options.

      • One rating question.

      • One open-ended question.

      The creation of the four questions is not mandatory, although the suggestion is to explore this feature to its fullest, in order to collect valuable consumer feedback and insight.

      CONTACT INFORMATION

      To ensure the whole program runs smoothly, some contact information is required by the system and by Ourcart’s internal teams. There can be more than one contact for each scenario:

      • Point of Contact: The person who will receive the launch e-mail with widget information and passwords to open the CSV weekly file. It is also the go-to person for questions related to the setup and operational matters.

      • Billing Contact: The person or team that will receive the monthly invoice. The go-to person for financial related information.

      • Data File with PII: The person or team that will receive the password to open the CSV weekly file that contains sensitive information about the consumers, this includes personal information such as e-mail and phone number of people who participated in the promotion.

      • Data File without PII: Contact person who will be receiving the weekly CSV file without personal information from consumers.

      • Support Contact: The person or team who will be responsible for answering any consumer support related questions. Example: consumer complaints or off-promotion requests from consumers.

      • Dashboard Access: List of contacts within the company who will have access to the Ourcart’s Dashboard. These contacts will have access to real-time data regarding the promotions performance, such as number of opt-ins, rebate amounts, list of leading products, retailers and survey answers.