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5 Steps to Set Up Your Merchant Portal

Utilize this Help Center article for Portal assistance/access, overviews, and how to get your Portal set up in 5 easy steps.

Access the Portal
To access your Merchant portal, visit https://dashboard.route.com/login. We recommend bookmarking your Portal for future access.

Your login credentials will be the account information that was used to set up Route. If you were not the primary user to set up your store account and need access, please contact your account manager to set up a profile for you.

Need help signing in? You can live chat with our support team by clicking the blue contact support button on the bottom right-hand side of your screen. 

Portal Overview
The Merchant Portal is your go-to place to review, manage, and customize your account. Think of it as your own personal admin portal where you will have full visibility into everything happening with Route at your company, as well as where you can contact Support and change your settings.

To learn more about the features and benefits of your Route Portal, check out our Merchant Portal Overview article and video. 

Get Set up in 1, 2, 3….4…5
There are 5 key steps in setting up your Portal to ensure Route is working properly, and that you get the most value out of our partnership.

Step 1 Step 2 Step 3 - Required Step 4 Step 5
Update your Brand Profile

The first thing we’re going to set up today is your in-app merchant profile to ensure your resolve center is updated with your logo. This is where Route really makes the entire post-purchase experience look and feel like YOU. Everything you update here will be reflected in the Route mobile app such as when your customer goes in to track their order, or when they file a claim with Route should they run into in-transit issues.

The experience should feel like an extension of your shoppers interactions with you and your brand. This entire section is set up and managed by you. Additionally, there are a lot of appealing ways merchants will use this feature such as updating their branding when they have special offers, events, or updating holiday content.

Set Up Instructions:

1. Navigate to the Engage tab on the left menu. The Engage tab is where you will customize the post-purchase experience that your shoppers have with your brand.

2. Click on the blue edit button on In-App Merchant Profile, and a customization window will open. This is enjoyable because as you make updates on the right, you will see exactly what the customer sees on the left.

3. Fill out your information following the prompts in this section like store name, website URL, a quick little blurb about what you do, a cover image, and your company logo. 

4. When you’re ready, go ahead and click save.