BetaFull ReleaseWeb
Merchant Activation Flow Improvements
A completely redesigned onboarding experience for Sales-Initiated merchants. Pre-populates business data from Salesforce so merchants can complete setup in minutes instead of hours — getting them to their first transaction faster. Previously, merchants had to re-enter information already captured during the sales process, leading to frustration, errors, and drop-off.
@Anuj Sharma
SalesCareProduct
See It in Action
2 items — click to enlarge
Why This Matters
- Faster activation — merchants go from sign-up to first transaction in a fraction of the time
- Less manual data entry — business details pull directly from Salesforce, reducing errors and friction
- Higher realization rate — a smoother setup means fewer merchants drop off before completing onboarding
- Reduced support dependency — the guided wizard handles common setup tasks that previously required a support call
What's New
- 1Integrated Salesforce data to pre-populate business name, address, and contact details automatically
- 2Built a new setup wizard with pre-filled fields that merchants simply review and confirm
- 3Added automated tax setup by zip code so merchants don't need to research local tax rates
- 4Included device settings directly in the activation flow so hardware is ready to go from day one
- 5Added receipt pre-configuration with sensible defaults that merchants can customize later
- 6Introduced setup completion tracking so Sales and Care can see exactly where a merchant is in the process
Known Limitations
- Currently available for Sales-Initiated IPS merchants only — self-serve merchant support is coming in a future release