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Upgrading educational modals from v2 to v4

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Overview

Our latest version of Educational Modals (v4) contains a powerful new tool - Affirm Prequalification.  Prequalification allows your customers to discover how much they qualify to spend with Affirm on your site early in their shopping process.  This simple tool lets your customers shop with confidence. Shoppers who leveraged Prequalification during the feature beta program spent an average of up to 30% more per transaction - on top of the existing Affirm AOV lift.  For retailers currently running Educational Modals v2, some development work is required to implement Educational Modals v4 which include Prequalification.  

Benefits 

Upgrading to the latest version of Affirm Educational Modals will enable the following:

  • Simplified integration
    ◦ Promotional Messaging and Educational Modals are configured with a single element and promo ID.
  • Prequalification
    ◦ Using our latest promos will allow us to add Prequalification to your Educational Modals
  1. Verify your educational modal version

HTML 

There may be an element on your page for our 'as low as' promotional messaging that resembles this:

<p class="affirm-product-modal" data-modal-id="ABJF582KFOQ8DFK"...>

You may also have banners that are similar to this:

<p class="affirm-product-modal" data-modal-id="ABJF582KFOQ8DFK"...><p class="affirm-as-low-as"..></p></p>

JavaScript 

The Javscript setup of Promos v2 is not unique, as it's shared with all subsequent versions. Therefore, you should rely on the above HTML identifiers to see if there's any work required to upgrade.

(search your page's source code for '_affirm_config' and you should find it)

<script>
	_affirm_config = {
		public_api_key: "{YOUR_PUBLIC_API_KEY}",
		script: "https://cdn1.affirm.com/js/v2/affirm.js",
		locale: "en_US",
		country_code: "USA",
	};

(function(m,g,n,d,a,e,h,c){var b=m[n]||{},k=document.createElement(e),p=document.getElementsByTagName(e)[0],l=function(a,b,c){return function(){a[b]._.push([c,arguments])}};b[d]=l(b,d,"set");var f=b[d];b[a]={};b[a]._=[];f._=[];b._=[];b[a][h]=l(b,a,h);b[c]=function(){b._.push([h,arguments])};a=0;for(c="set add save post open empty reset on off trigger ready setProduct".split(" ");a<c.length;a++)f[c[a]]=l(b,d,c[a]);a=0;for(c=["get","token","url","items"];a<c.length;a++)f[c[a]]=function(){};k.async=
  !0;k.src=g[e];p.parentNode.insertBefore(k,p);delete g[e];f(g);m[n]=b})(window,_affirm_config,"affirm","checkout","ui","script","ready","jsReady");
</script>

Locale

The locale parameter allows Affirm to identify which locale you are serving your site in for any particular user. For example, let's say that you're rendering your site in Canadian French; perhaps this occurred because the user's browser setting detected Canadian French. You can provide Affirm with the user's language setting by passing it in the locale parameter. Affirm will then read the locale and translate the pages accordingly, thus, matching the language the user had seen on your site. However, we will not attempt to read the user's locale directly.

Country_code

The country_code parameter represents the country of legal incorporation of your store, which is shown to any given user. So, if you're showing your American website/store to a user and you have a legal presence in the United States, you would pass USA into the country_code parameter. This allows us to determine which regulations to abide by and which banks to partner with for this transaction.

Supported values for locale and country_code

Affirm supports the following combinations for locale and country_code:

country_code:USA
locale:en_US- (Language= Englishen- Country= United States US- for a locale that reads en_US)
country_code:CAN
locale:en_CA- (Language= Englishen- Country= Canada CA- for a locale that reads en_CA)
locale:fr_CA- (Language= Frenchfr- Country= Canada CA- for a locale that reads fr_CA)

The following will occur when a locale and/or country_code is not provided:

  • When a locale is not provided, the locale will default to en_US (English speaking US).
  • When a country_code is not provided, the country_code will default to USA.

If you're unsure which version of Affirm promos you're using, please reach out to Affirm Merchant Help to get assistance.

  1. Replace HTML

Modals 

Old:

<p class="affirm-product-modal" data-modal-id="ABJF582KFOQ8DFK"...>

You can update the properties of the existing HTML element:

1. Change the 'data-modal-id' attribute to 'data-promo-id'
2. Update the value of 'data-promo-id' to the default Promo ID, 'promo_set_default' (if you haven't received another one from your Client Success Manager).

New:

<p class="affirm-product-modal" data-promo-id="promo_set_default"...>

As-low-as + Modals 

If you had to setup Affirm Promos with an 'affirm-product-modal' element wrapping the 'affirm-as-low-as-' element, you can now just make it one single 'affirm-as-low-as' element:

Old:

<p class="affirm-product-modal" data-modal-id="ABJF582KFOQ8DFK"...><p class="affirm-as-low-as" data-promo-id="ABJF582KFOQ8DDF"..></p></p>

You can update the properties of the existing HTML element:

1. Remove the outer 'affirm-product-modal' element
2. Update the value of 'data-promo-id' to the default Promo ID, 'promo_set_default' (if you haven't received another one from your Client Success Manager).

New:

<a class="affirm-as-low-as" data-amount="50000" data-promo-id="promo_set_default">

Have Prequalification enabled for your account

An Affirm staff member can enable Prequalification for your account, just reach out to your Affirm contact via email to get the process started.

Please specify:

  • Name of Promo IDs that you'd like Prequalification to be available through (e.g., we can use the above 'promo_set_default'). We can generate a new Promo ID as well.
  • (optional) Which Prequalification call to action to use in place of the default 'Learn more'.
  • (if using MFP) Specify which financing program Prequalification should attempt to use.

If you were provided a new Promo ID where Prequalification is enabled, you can enter that Promo ID into your HTML embed code like in the examples above.

Customize promotional messaging

Prequalification-specific Monthly Payment Messaging ("As Low As")

The default call to action in Affirm Monthly Payment Messaging is 'Learn more'. The addition of Prequalification to our Educational Modals will  can have the "Starting your at $10/mo with Affirm.  Monthly Payment Messaging that is more specific to Prequalification. 

Examples:

  • "Starting at $10 a month with Affirm. Prequalify now"
  • "Starting at $10 a month with Affirm. See if you prequalify"

In order to setup this type of messaging, there are two main steps:

1. Inform your Affirm Client Success Manager that you'd like the Prequalification call to action added to your Monthly Payment Messaging. 

Your Affirm contact will add the new call to action (e.g., "Prequalify now") to a given Promo ID and communicate that to your team. You'll then use that specific Promo ID anywhere that you want this call to action to appear in the Monthly Payment Messaging.

2. Remove the default 'Learn more' call to action.

The 'Learn more' call to action is always appended by default, but it can be removed by setting the Monthly Payment Messaging HTML element's 'data-learnmore-show' attribute to 'false'.

For example:

<span class="affirm-as-low-as" data-promo-id="promo_set_defaul" data-learnmore-show="false"></span>

With the new call to action being added by the Prequalification-specific Promo ID, and the default 'Learn more' removed, the Monthly Payment Messaging will now appear as expected.

Excluding Prequalification from certain Educational Modals

Affirm Prequalification is enabled in Educational Modals when a Prequalification-enabled Promo ID is specified in the Monthly Payment Messaging's HTML embed code.

For example, 'promo_set_prequal' is setup with Prequalification enabled, and 'promo_set_default' does not have Prequalificaiton enabled, we should use 'promo_set_default' as the Promo ID anywhere that Prequalification messaging shouldn't be present.

Please work with your Client Success Manager to ensure that you have all the Educational Modal varients you'll need on your pages.

More information

For additional setup information, please refer to the main Promos Integration documentation

Updated 5 months ago