Flow: Enrolling New Skipify Users

How to enroll new Skipify users directly through your Guest Checkout

Introduction

A customer enrolled in Skipify can, on any enabled website, be instantly recognized so they can skip filling out form fields. The more customers you have enrolled, the faster payments become on your platform.

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Best Practice

To provide the best user experience, we suggest pre-checking the enrollment checkbox.

Workflow Description

In this flow, when a customer visits your checkout page and enters their email, you are capturing it with an Email Listener before sending it to our SDK.

Behind the scenes, the SDK checks the email to confirm whether or not its in our database. In this flow, the email is not in our database, so the SDK does not kick off the Connected Checkout flow.

As part of your integration, you will install the enrollment checkbox feature of our SDK. If the checkbox is selected when the customer submits their order, this signals that they wish to enroll in Skipify.

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Best Practice

When the enrollment checkbox is checked, we recommend calling the enrollCustomer function which will handle enrolling the customer in Skipify and launching the OTP to verify their account.

That's it! You've successfully enrolled a new Skipify user!

Image showing a chart of the enrollement flow

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Use our enrollCustomer function instead of making the API call and launching the SDK OTP Modal yourself

While you can opt to enroll a customer using our API directly, you can make life much easier by simply calling this function of the SDK since it will handle both parts of this workflow for you!

Resources

The above workflow points out specific API or SDK features that you will need to employ in order to successfully set up the Skipify enrollment process. Below are descriptions of each resource, as well as links to separate pages that go into more detail.

Email Listener

This is a simple bit of Javascript that should capture the email address once it is typed in, so that it can be sent to the Guest Redirect SDK. Only send the email address when the user changes focus on the field.

Sample Code:

document.querySelector('.some-class')
  .addEventListener('blur', event => {
  })

This function checks to see if a customer's email is registered with Skipify. In this flow, the customer's email has not yet registered with Skipify, so nothing happens.

If an email is recognized, the SDK will kick off the Guest Redirect flow

The enrollment checkbox will indicate whether or not a customer wants to be enrolled. We strongly recommend that the enrollment checkbox is checked by default, but the consumer always has the option to uncheck the box if they choose! At the time of payment, the best practice is to simply call the enrollCustomer function which will handle:

  • Enrolling the user (uses our Enroll Customer API)
  • Sending the user a one-time password (OTP) to validate their account

Once you receive a payload from the Enroll Customer API that confirms the enrollment was successful, you will need to initialize this portion of the SDK.

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Important!

The two steps shown above are only required if you decide not to call the enrollCustomer function


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In this flow, you are submitting payment as normal

In the Guest Redirect and Skipify Button flows, we will submit the payment to the appropriate gateway on your behalf, using your credentials



Skipify baner with link to contact us form