Prerequisites

General setup needed for all Low Code Integrations.

Before deploying a low-code app, you must have a Workflow with the following settings to maximize conversion rates, reduce fraud, and protect customer's privacy.

1. Redirect desktop to mobile

To reduce fraud and increase conversion, you will want to redirect desktop users to complete their onboarding on a mobile device.

This configuration can be set within the Workflow DesignerEditEdit Workflow Data ✎.

Global flow settings

2. Set a Redirect URL (Required for Redirect and Back)

An URL to redirect the user at the end of the flow.

If you are creating a Redirect and Back integration, this is where you would put the URL of your coming back URL, usually something like https://your-local-ip/finished.html for local development.

For other types of integrations, this would be optional but can be useful to give a branded success screen.

3. Add the User Consent Module

This module can be added to your Workflow within Workflow Designer. It is a hard requirement for all workflows.

4. Add the Machine Learning Consent Module

This module can be added to your Workflow within Workflow Designer. Depending on your legal/regulatory needs, you can customize the text to include machine-learning consent requirements.

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More about Workflows

If you are unfamiliar with the Incode Workflows, please read the guide on how to create Workflows and how to use the Workflow Designer

5. Backend Server

Required for Redirect and Back and Embedded Iframe, optional for URL Redirect, we will use it to Generate Onboarding URL


What’s Next

Fetch the URL where the user will complete the onboarding.