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Conversion/Sign Up (The Post-Conversion Experience (2. ACCOUNT SET-UP…

- - - - Carrier specific integration details like FedEx unique API key, Business access to Royal Mail Despatch Manager, Purolator online billing credentials and any others
        
        Explain clearly why we need these additional details - what purpose it serves
        
        Clear instructions of where these can be found.
        
        Address any concerns they may have depending on the details requested - like additional access or credentials
      - Third party specific integrations details - like admin access on Shopo, Ship Station, Ship Theory etc
        
        Additional access required and why it is needed.
        
        Provide all options rather than request admin credentials
        
        Communicate what services they are eligible for at the outset and why.
        
        Any other considerations
    - - What to expect next
        
        We run the audit on all shipments.
        
        Backtrack for x days depending on the carrier(s) used
        
        Submitted Claims and refunds, if any, can be seen on the Dashboard within x days.
        
        Based on carrier and service type, clearly communicate what services they are eligible for - Refunds+Pulse, or Refunds alone or Pulse alone, and explain why.
      - Define and communicate a process to avoid duplication
        For claims filed by them, we need to be emailed at x ID with x proof within x time of the submission to ensure we do not duplicate those claims and so that they can be excluded from their invoice.
  - - - Messaging here to communicate/address
        
        Why we need the credit card info - to simplify billing.
        They have the option to skip and provide these details later.
        
        What other options do they have if they wish to avoid Credit Card payment altogether.
        
        Security concerns
    - - Messaging at this point to address
        
        Security concerns they may have with sharing credentials
        
        Why we need and how we use this info
        
        Include a link to https://www.lateshipment.com/security/#link_acc-1-7-d
        
        What kind of accounts we support.
    - - Clearly communicate
        
        What they can expect next
        
        How long it will take
- - - - "Is code required to use LateShipment?"
      - "I'm just wondering how LateShipment actually works. I've put all carrier information into the system .. do we have to do anything to track and claim refunds or is it automatic?"