¿Cómo configuro la configuración básica de Ethoca Consumer Clarity para mi tienda?

Configurar la configuración de Ethoca Consumer Clarity

This guide covers the steps to configure basic settings for Ethoca Consumer Clarity in your store. It is designed for store administrators to ensure accurate store information and clear transaction details for customers.

Acceder al Portal de Ethoca Consumer Clarity

Log in to the Ethoca Consumer Clarity portal using your administrator credentials. If you lack access, request it from your organization's Ethoca account administrator.

Ensure you have the necessary administrator credentials to access the Ethoca Consumer Clarity portal. If you do not have access, contact your organization's Ethoca account administrator to request it.

Navegar a la Configuración de la Tienda

Locate the 'Settings' or 'Store Settings' section in the main navigation menu after logging in. This section allows you to manage the core details displayed to your customers.

Once logged into the portal, use the main navigation menu to find the 'Settings' or 'Store Settings' section. This area is crucial for managing the information that will be visible to your customers.

Actualizar la Información de la Tienda

Enter or update your store's name, address, and contact details. Ensure the store name matches what customers expect on their statements.

In the Store Settings section, fill in or update your store's name, address, and contact details. It's important that the store name is recognizable to customers, especially if your legal name differs from your trading name.

Agregar Detalles de Soporte al Cliente

Provide a customer support phone number and email address. This information will be shown to customers in their banking apps and statements.

Enter a customer support phone number and email address in the settings. These details are crucial for helping customers contact you directly if they have questions about a transaction.

Subir el Logo y la Marca de la Tienda

Upload your store's logo and select brand colors if the portal allows. This helps customers visually identify your business.

In the branding section of the settings, upload your store's logo and choose brand colors if these options are available. This visual branding helps reduce confusion and potential disputes by making your business easily recognizable.

Configurar Descriptores de Transacción

Review and update the transaction descriptor that appears on customer statements. Ensure it is clear and matches your store's name or website.

In the transaction settings, review the descriptor that will appear on customer statements. It should clearly reflect your store's name or website to minimize chargebacks from unrecognized transactions.

Configurar Ubicaciones de la Tienda

If applicable, add each store location with its specific address and contact details. This ensures customers see the correct information for their purchase location.

For businesses with multiple locations, enter each location's specific address and contact details in the settings. This ensures that customers receive accurate information for the location where they made their purchase.

Revisar y Guardar Cambios

Carefully review all entered information for accuracy and save your changes to apply the new settings.

Before finalizing, double-check all the information you've entered for accuracy. Once confirmed, save your changes to ensure that the new settings are applied.

Probar la Experiencia del Cliente

If possible, make a small test transaction to see how your store information appears in participating banks’ apps or statements.

Conduct a test transaction to verify how your store information is displayed in customer banking apps or statements. This step helps ensure that your settings are correct and customer-friendly.

Mantener la Información Actualizada

Regularly review your Ethoca Consumer Clarity settings to ensure all information remains current, especially if you change your business name, contact details, or open new locations.

It's important to periodically review and update your Ethoca Consumer Clarity settings. This is especially crucial if there are changes to your business name, contact details, or if you open new locations, to maintain accurate customer information.