How to Configure Credit Check


This article explains how to configure Credit Check in the platform. Credit Check is an add-on to the Conversion Hub and must be enabled correctly in order for shoppers to access the Free Credit Check experience on your website.

For information of what the Credit Check is and its many advantages read: What is Credit Check.

Watch this video tutorial to see the full configuration process in action:

Step-by-Step Instructions

1. Open Engagement Settings

  • In the platform, click Settings in the top navigation bar.
  • Select Engagements from the dropdown menu.

2. Locate Credit Check Configuration

On the Engagements page, find Credit Check.

  • If Credit Check is already available, you will see a Configure button.
  • Click Configure under Credit Check or under Conversion Hub as either button will take you to the same page.

3. Enable Required Engagements

On the configuration page, ensure the following toggles are turned ON:

  • Conversion Hub
  • Credit Check

Credit Check is part of the Conversion Hub. If Conversion Hub is turned off, Credit Check will not function.

4. Confirm the Credit Check Button

  • Review your Conversion Hub buttons.
  • Confirm that a Free Credit Check button exists and is enabled.

  • Click Edit on the button and ensure Trigger Credit Check is checked

If the button is missing, add or update a Conversion Hub button to include Credit Check.

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