Managing Registrations

Overview

This article explains how to manage product registrations once they’ve been submitted through the Corso app. Registrations capture customer and product information for purchases made outside of your Shopify store and can be reviewed, edited, and linked to warranty claims.

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What You Can Expect

Managing registrations in Corso provides you with:

• Visibility into customer-submitted data: Review channels, proof of purchase, product selections, and any required custom fields.
• Accuracy and flexibility: Correct product or customer information if errors are made during submission.
• Warranty claim integration: Seamlessly create or view warranty claims tied to a registration.
• Customer engagement: Add registered customers into your marketing channels (with consent) for ongoing communication.
• Discount tracking: See the status of any discount issued to the customer at registration, including whether it has been redeemed and the revenue it generated.

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Key Features and Functionality

Views and Filters

• Registrations can be filtered and saved as custom views.
• Filters include:
  • Channel (e.g., Amazon, Costco, retail store)
  • Date (when the registration was created)
  • Purchase date
  • Canceled
  • Warranty claim (whether a claim exists)
  • Product
  • Tags

Example: View only registrations from Amazon in the last 30 days.

Registration Details

When opening a registration, you’ll see:

• Channel and submission date
• Customer information (address, estimated purchase date, etc.)
• Proof of purchase (receipt upload)
• Custom fields (e.g., serial number, opt-in, additional info)
• Selected product from your catalog

Editing and Managing Registrations

• Product corrections: If the wrong product was selected, remove it and add the correct one from your catalog. Products can only be changed while the registration has no claims.
• Registration and customer edits: Update the estimated purchase date, the purchase channel, or the customer’s address if incorrect (important, as warranty timelines rely on the purchase date). Address changes are not reflected on existing claims.
• Cancel registrations: Invalidate registrations with incorrect or fraudulent proof of purchase. Canceled registrations cannot be used to file warranty claims, and their products can no longer be changed. You can still edit the purchase date, sales channel, and address. Click Restore Registration to undo a cancellation.

Creating and Linking Warranty Claims

• Click Create Claim on a registration to create a warranty claim for it.
• If a claim already exists, it will be linked within the registration.
• You can also create new claims on behalf of the customer.
• Multiple claims can be filed from a single registration if needed (e.g., multiple line items).
• All registration details, including proof of purchase, remain accessible from the linked warranty claim.

Discount Incentives

If a Registration Discount Incentive automation is active, Corso issues a discount code to the customer when they complete a registration. The registration detail page includes a Discount card that shows:

• Discount code: The code issued to the customer, with a copy button for easy reference.
• Expires: The date the code expires, shown when an expiration was configured and the code has not yet been redeemed.
• Redeemed: The date the code was used, shown once the customer has applied it.
• Order: The Shopify order created when the discount was redeemed, including a link to the order in your Shopify admin.
• New Revenue: The order total attributed to the discount, displayed as a revenue metric.

The Discount card only appears on registrations where a discount was issued. To configure discount codes and set up the automation, go to Settings > Discounts to define your discounts, then create a Registration Discount Incentive rule in Settings > Automations.

Marketing and Communication

• Customers registering products can opt in to receive marketing messages.
• This allows you to grow your customer database with verified purchasers outside Shopify.
• Automated marketing workflows can be triggered once consent is given.

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Implementation

To manage registrations:

1. Navigate to the Registrations panel in Corso Admin.
2. Use filters or views to locate specific registrations.
3. Open a registration to review proof of purchase, customer data, and product selection.
4. Take action as needed:
   • Edit product or customer information
   • Cancel invalid registrations
   • Create or view linked warranty claims
   • Review the Discount card to track whether an issued code has been redeemed
   • Leverage opt-in data for marketing campaigns

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FAQs

Q: Can a single registration have multiple warranty claims?
Yes. Registrations can be tied to multiple claims if there are multiple items or scenarios.

Q: What happens when I cancel a registration?
The registration is invalidated and cannot be used to create warranty claims. Its products can no longer be changed, but you can still edit the purchase date, sales channel, and address. You can restore it later with Restore Registration.

Q: Does an active registration mean the product is still under warranty?
No. A registration that isn’t canceled can be used to start a warranty claim, but whether the item is still eligible depends on your warranty window and eligibility rules, which are checked when the claim starts.

Q: Can I edit the customer’s purchase date?
Yes. This is especially important as warranty timelines are calculated from the purchase date.

Q: Do all registrations require proof of purchase?
That depends on your settings. If proof of purchase is required, it will be shown in the registration details.

Q: Can I create a warranty claim on behalf of the customer?
Yes. Brands can generate claims directly from a registration within Corso Admin.

Q: Where do I set up discount incentives for registrations?
Go to Settings > Discounts to create a discount definition, then go to Settings > Automations and create a Registration Discount Incentive rule. Once configured, Corso will issue the discount code automatically when a customer completes a registration.