Learn how to set your brands look & feel which your customers will see when you invite them to provide consent/authorisation for their external accounts.
Connect setup
In order to allow your customers to provide authorisation for us to access their payment/external Partner account information, your customers have to go through our CONNECT module. We have allowed you ability to set your brands look and feel as well as given you the ability to set custom/bespoke narratives to guide through your customers in the consent journey having that digital conversation with them citing the benefits of connecting their accounts and sharing the data with your institution via Groov.
A brief description of the module is as follows:
a. Consent &Authorise
The service handles the authorisation technicalities/setup and manages the OAuth connections and
consentauthorisation management flows. It requires authorisation from the customer sharing their data to establish a connection to the their external account data source, before data can be pulled. Institutions have the following options for the user experience their customers will follow to authorise the sharing of their account data.
In order for you to setup the details, you can use the 'Edit' option in product connections page (Connect setup) or navigate via Settings and Edit option. The former option will look something similar to the following:
What needs to be setup
- Consent
Customer Journey Narrative
Contextually,
The value that you will provide in field "Redirect URL" which is mandatory will be used by CONNECT journey to redirect the customer/merchant flow back to you once they complete their account linking process via Groov using our CONNECT consent journey. This redirect URL could be your 'Thank You/Next Steps' page on your website OR it could be a handshake step in your customer engagement journey from where you initially triggered Groov's CONNECT journey.
The copy text in the field "Hosted Page" in the section above will appear in the landing page of the CONNECT journey that your customer/merchant will see when they click the CONNECT consent URL.
The copy text in the field "Data access consent copy" in the section above will appear in the second step of the CONNECT journey when your customer/merchant selects a data source provider/payment/commerce partner and clicks on the CTA button labelled "Next"
The copy text in the field "Deny consent confirmation copy" in the section above will appear in the CONNECT journey when your customer/merchant decides to abandon the account linking process.
The copy text in the field "Retry connect consent flow copy" in the section above will appear in the CONNECT journey when your customer/merchant fails to successfully connect to their data provider account, this could be for various reasons like incorrect credentials or the data provider server downtime, etc.
Appearance/Brand
You can use this section to set your brand logo, colour themes to give the connect HOSTED consent flow pages your institution applications look and feel. There is a Preview iframe that lets you interactively test your brand settings as you configure.
Once the changes are made, remember to Save the changes.
You can always revisit these sections on your Portal account and make as many changes as you want till you get the narratives drafted to your satisfaction. You can view your changes in the actual test consent flow when you setup a test connection as explained in the next section
How the CONNECT journey to a customer looks like:
This is an example using sample setup on test environment. The use case below is where a customer/merchant choses a Stripe account from the list of available Partner data sources to link to.
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