Streamline Your User Experience and Increase Conversion with Adaptive Accounts

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Streamline Your User Experience and Increase Conversion with Adaptive Accounts

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Streamline Your User Experience and Increase Conversion with Adaptive Accounts

  1. 1. STREAMLINE YOUR USER EXPERIENCE AND INCREASE CONVERSION WITH ADAPTIVE ACCOUNTS Asim Razzaq, Senior Manager, PayPal Platform Srinvas Vadhri, Product Manager, Platform
  2. 2. AGENDA <ul><li>Business Problem and Opportunity </li></ul><ul><li>Introducing Adaptive Accounts </li></ul><ul><li>Adaptive Accounts APIs </li></ul><ul><li>Demos </li></ul>
  3. 3. THE PLAYERS John Developer Develops and Hosts Affiliate Marketing Application Cindy Blogger Music City Vendor Participates Lists Products
  4. 4. PRE-LAUNCH EXPERIENCE <ul><li>User enters information to create account </li></ul>
  5. 5. PRE-LAUNCH EXPERIENCE <ul><li>User chooses PayPal </li></ul>
  6. 6. PRE-LAUNCH EXPERIENCE (CONT’D) <ul><li>User chooses account type </li></ul>
  7. 7. PRE-LAUNCH EXPERIENCE (CONT’D) <ul><li>User re-enters account information </li></ul>
  8. 8. USER EXPERIENCE WITH ADAPTIVE ACCOUNTS
  9. 9. USER EXPERIENCE WITH ADAPTIVE ACCOUNTS (CONT’D)
  10. 10. USER CHOOSES PASSWORD
  11. 11. SET UP COMPLETE
  12. 12. THE PLAYERS WITH ADAPTIVE ACCOUNTS Creates accounts for affiliates and vendors John Developer Develops and Hosts Affiliate Marketing Application Cindy Blogger Music City Vendor Participates Lists Products Create Account (API call)
  13. 13. OTHER USE CASES Marketplace Social Media Create PayPal accounts to enable payments for games, social networking, widgets, and more. Small Business As part of new employee enrollment, a business collects information used to create a PayPal account instead of redirecting the user to www.paypal.com . As part of the onboarding for a buyer and seller, a PayPal account can be created so that the user experience can be localized and personalized.
  14. 14. AGENDA <ul><li>Business Problem and Opportunity </li></ul><ul><li>Introducing Adaptive Accounts </li></ul><ul><li>Adaptive Accounts APIs </li></ul><ul><li>Adaptive Accounts Demos </li></ul>
  15. 15. ADAPTIVE ACCOUNTS VISION <ul><li>Maximize user experience </li></ul><ul><li>Improve conversion </li></ul>
  16. 16. ADAPTIVE ACCOUNTS SCOPE <ul><li>Account creation </li></ul><ul><ul><li>Create an account </li></ul></ul><ul><ul><li>Upgrade the account </li></ul></ul><ul><li>Account management </li></ul><ul><ul><li>Add a funding source </li></ul></ul><ul><ul><li>Update address and phone number </li></ul></ul><ul><ul><li>Provide third-party permissions to an API caller </li></ul></ul><ul><li>Account monitoring </li></ul><ul><ul><li>Check account balance </li></ul></ul><ul><ul><li>Check transactions </li></ul></ul>
  17. 17. AGENDA <ul><li>Business Problem and Opportunity </li></ul><ul><li>Introducing Adaptive Accounts </li></ul><ul><li>Adaptive Accounts APIs </li></ul><ul><li>Adaptive Accounts Demos </li></ul>
  18. 18. CREATE ACCOUNT API OVERVIEW <ul><li>Create Account API </li></ul><ul><ul><li>Provide an ability for the API caller to create a Personal and Premier PayPal account </li></ul></ul><ul><li>Features </li></ul><ul><ul><li>Personal and Premier accounts </li></ul></ul><ul><ul><li>13 countries by launch (expanding very quickly) </li></ul></ul><ul><ul><li>Sandbox test accounts </li></ul></ul><ul><ul><li>Return URL specified to the API caller </li></ul></ul><ul><li>User experience </li></ul><ul><ul><li>User accepts User Agreements to activate the account </li></ul></ul><ul><ul><li>User receives standard PayPal emails </li></ul></ul>
  19. 19. CREATE ACCOUNT API DETAILS <ul><li>Required fields </li></ul><ul><ul><li>Personal and Premier account information </li></ul></ul><ul><ul><li>Account details based on country </li></ul></ul>First Name Last Name Address1 City Zip State Country Email @ <ul><li>Legal and compliance guidance </li></ul><ul><ul><li>Refer to PayPal X Developer Agreement for more information </li></ul></ul>
  20. 20. CREATE ACCOUNT API FLOW Account Creation Request Application Caller User URL Redirect Creates an inactive account <ul><li>Choose password </li></ul><ul><li>Answer security questions </li></ul>Offer Consent Return URL
  21. 21. WHAT’S NEXT? All APIs will be launched in beta <ul><li>Add a funding source </li></ul><ul><ul><li>Advanced services </li></ul></ul><ul><ul><li>Restrictions apply </li></ul></ul><ul><li>Create a Business account </li></ul><ul><ul><li>Advanced services </li></ul></ul><ul><ul><li>Restrictions apply </li></ul></ul><ul><li>Verify account status </li></ul><ul><ul><li>With an API call, you know if the account is verified </li></ul></ul><ul><ul><li>Standard services </li></ul></ul><ul><li>Create a Personal & Premier account - LAUNCHED today !!! </li></ul><ul><ul><li>Standard services </li></ul></ul>
  22. 22. AGENDA <ul><li>Business Problem and Opportunity </li></ul><ul><li>Introducing Adaptive Accounts </li></ul><ul><li>Adaptive Accounts APIs </li></ul><ul><li>Adaptive Accounts Demos </li></ul>
  23. 23. DEMO Daryl Hatton, Founder & CEO ConnectionPoint Systems Inc.
  24. 24. SOCIAL COMMERCE
  25. 25. SOCIAL COMMERCE ON FACEBOOK
  26. 26. FACEBOOK “PAGE” FOR THE TEAM <ul><li>Features </li></ul><ul><li>Fee collection </li></ul><ul><li>Fundraising </li></ul><ul><li>Event ticketing </li></ul><ul><li>Membership management </li></ul><ul><li>Communications </li></ul>
  27. 27. PREREQUISITE INFORMATION <ul><li>Legal profile </li></ul><ul><li>Official information </li></ul><ul><li>Needed for tax receipts </li></ul><ul><li>Aligns with information needs of Premium accounts </li></ul>
  28. 28. ACCOUNT CREATION WORKFLOW <ul><li>Account setup </li></ul><ul><li>Link to PayPal account </li></ul><ul><li>Workflow can be complicated </li></ul><ul><li>Administrator requested new PayPal account </li></ul>
  29. 29. PAYPAL ACCOUNT SETUP <ul><li>Confirm details </li></ul><ul><li>Fill with pre-existing information </li></ul><ul><li>Birthday needed for Canada and Australia </li></ul><ul><li>Returns here to correct errors </li></ul>
  30. 30. HALF WAY THERE <ul><li>Don’t stop! </li></ul><ul><li>Encourage user to complete process </li></ul><ul><li>Save PayPal token in case they quit or fail </li></ul><ul><li>Extra “click” avoids pop-up blocker </li></ul>
  31. 31. PayPal SETUP & SECURITY QUESTIONS <ul><li>Come Back! </li></ul><ul><li>User will spend some time at PayPal </li></ul><ul><li>Build good “on return” workflow </li></ul>
  32. 32. BEST PRACTICES <ul><li>Give users guidance about the process. </li></ul><ul><li>Cleanse your data before submission. </li></ul><ul><li>Make sure users can restart if they encounter problems. </li></ul><ul><li>Design around pop-up blockers. </li></ul><ul><li>Consider an account creation error workflow. </li></ul><ul><li>Check documentation for international requirements. </li></ul>
  33. 33. SUMMARY: BENEFITS TO US <ul><li>Removes significant adoption barrier </li></ul><ul><li>Improves user experience </li></ul><ul><li>Reduces “time delay before revenue” </li></ul><ul><li>Simplifies customer support </li></ul><ul><li>Increases trust and confidence </li></ul><ul><li>Try it! – Get beta code at FundRazr.com </li></ul>
  34. 34. Use Case
  35. 35. MissionFish AND ADAPTIVE ACCOUNTS <ul><li>About MissionFish </li></ul><ul><ul><li>Nonprofit that powers eBay Giving Works </li></ul></ul><ul><ul><li>17,000 US nonprofits, 4,000 UK charities </li></ul></ul><ul><ul><li>$150 million+ raised to date </li></ul></ul><ul><ul><li>Screen nonprofits, process and deliver donations, provide training and support </li></ul></ul><ul><li>Adaptive Accounts will let us link MissionFish & PayPal non-profit accounts, making it possible to: </li></ul><ul><ul><li>One boarding process to create MissionFish and PayPal account </li></ul></ul><ul><ul><li>Get the PayPal charity rate faster and easier </li></ul></ul><ul><ul><li>Deliver donations via PayPal (no electronic funds transfer) </li></ul></ul><ul><ul><li>Enable non-profits to accept donations via PayPal, boosting overall fundraising </li></ul></ul><ul><ul><li>Support PayPal’s non-profit vertical strategy (currently 100,000 non-profits) </li></ul></ul><ul><li>Plan to integrate next year – when Adaptive Accounts supports business accounts. </li></ul><ul><li>www.missionfish.org </li></ul>
  36. 36. CONCLUDING THOUGHTS <ul><li>Create Account API is part of new PayPal service, Adaptive Accounts, that allows users to create a PayPal account in 13 countries. </li></ul><ul><li>Adaptive Accounts focuses on improving the user experience and increasing conversion for your application. </li></ul><ul><li>Exciting functionality is planned in Adaptive Accounts roadmap. </li></ul>
  37. 37. LEARN AND SHARE <ul><li>www.x.com </li></ul><ul><li>Twitter:  @paypalx </li></ul><ul><li>www.facebook.com/paypalx </li></ul><ul><li>Innovate 09 hashtag:  #ppxi09 </li></ul>LEARN AND SHARE www.x.com Twitter: @paypalx www.facebook.com/paypalx Innovate 09 hashtag: # ppxi09 Proprietary

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