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Trade-ins and the trade-in portal

Discover how your customers will complete a trade-in
The trade-in portal is the customer-facing section of the app and lives on your store front. This section will walk your through the process of how customers create their trade-in orders through the portal.

Creating a trade-in order

There are two main sections when it comes to creating a trade-in order:
  1. 1.
    Selecting what products to trade-in
  2. 2.
    The 'checkout' flow
The experience of selecting products to trade-in will be will be influenced by what trade-in methods you have enabled, where as the 'checkout' flow always remains the same.

Selecting products to trade-in

When both trade-in methods are enabled

When a customer first lands on the trade-in portal, they will be presented with three different options for how to begin a trade-in
  • Logging into their store account - this is the easiest way for customers to view their entire purchase history at once
  • Looking up an individual order
  • Registering products - selecting this will take the customer straight to the product registration page.
If the customer logs into their store account or looks up an order, they will then be redirected to the order history section of the app, where they can view products they have previously purchased and how much credit is offered for each of them. Selecting one of these products will add them to the trade-in order.
The customer can then continue on in the process and add registered products if they want to.
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When only trade-in from order history is enabled
When a customer first lands on the trade-in portal, they will be presented with two different options for how to begin a trade-in
  • Logging into their store account - this is the easiest way for customers to view their entire purchase history at once
  • Looking up an individual order
Selecting either option will allow the customer to view products from their order history and select which ones they want to trade-in.
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When only trade-in for products that require registration is enabled
When a customer first lands on the trade-in portal, they will be presented with one button that lets them 'Start a trade-in'. Click this will take them directly to the product registration page, where they can add products to trade-in.
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The 'checkout' flow

Once customers have selected the items they wish to trade-in, they then enter the 'checkout' flow to complete the trade-in order.
  1. 1.
    Firstly customers are asked to provide their email and address. These are required in order to send out our notification emails and also to generate a shipping label. If the user is logged-in, these are automatically pulled from their account details.
  2. 2.
    The customer then can select their preferred shipping option from the list of values displayed to them. This list will be determined by what shipping options you have enabled on your store.
  3. 3.
    The customer then reviews their trade-in. This is a chance for them to make sure they are happy with what they are trading-in and all of the details they have provided.
  4. 4.
    Once the customer confirms the trade-in, the shipping label is generated for them and the trade-in is complete. A notification email will be sent to both the merchant and the customer.
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A full walkthrough of completing a trade-in order with both trade-in methods enabled

The following is a screen recording of an example trade-in, where the customer selects items from both their order history and product registration. Note that this store has set a minimum trade-in value and a maximum number of products that can be added to the trade-in order.
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