Purposes
This walkthrough explains how to create a Mail-In Buyback Offer using the Widget to provide customers with a fast, intuitive self-service experience.
Before You Start
Make sure:
The items you want to trade in are prepared and available
Your Customer Portal subdomain is successfully connected
Required add-ons and integrations are enabled on your account
Video Walkthrough
Watch our tutorial to see how to make a mail-in offer through a widget.
Steps
How To Make a Mail-in Offer in Your Widget
Access the Widget
Open the Widget from your company website or use the Widget Real-Time Preview.
Select the Item
Define Item Details
Select device capacity
(Optional) View the Price Trend Graph for additional pricing insight
Choose the condition that best matches the item
Review any conditions requiring approval and the estimated payout
Click Confirm Item
Choose Processing Method
Select Mail-In (or In-Store)Review Offer Summary
Confirm item details
Adjust quantities or add more items
Click Continue
Enter Contact & Shipping Information
Complete the following:
Email address (optional opt-in for updates and offers)
Preferred payout method (choose Expedited Payout for faster processing)
Recipient’s name
Shipping address (select from the dropdown for accuracy)
Phone number and SMS update preferences
Request additional shipping labels, if needed
Finalize the Offer
Review and accept the Terms and Conditions
Click Lock In Offer
Confirmation & Next Steps
Review offer details, including offer ID, creation date, payout method, address, and tracking number
Download and print the shipping kit using the Shipping Label button
Upload item photos as supporting documentation, if needed
Review total payout details
Once submitted, the offer will automatically appear in Active Leads and Offer Management, under both the All tab and the Mail-In tab, ready for processing by your team.
Tips and Notes
Custom offers are reviewed before final pricing is confirmed.
Uploading clear item photos can help speed up evaluation.
Customers receive updates via the Customer Portal, email, or SMS based on their preferences.
Creating a Mail-In offer through the Widget is designed to be simple, fast, and customer-friendly. Once submitted, your team can seamlessly track, review, and process the offer from Offer Management. If you need any more help or want to optimize your Widget setup, our Support team is always ready to help.













