App Onboarding allows Partners to guide Merchants through essential setup steps before they start using an application. These steps are designed to collect vital information, configure core functionality, and ensure the application aligns with the merchant’s business needs immediately upon installation.By implementing a structured onboarding flow, partners can simplify the setup process, reduce friction, and help merchants activate key features more efficiently. This process typically includes gathering merchant preferences, defining store requirements, and executing the configurations necessary for the application to function correctly.This feature is optional. If implemented, the onboarding flow runs once per merchant upon their initial installation.
Key Benefits#
Reduced Churn
A guided setup prevents merchants from feeling overwhelmed and abandoning the app.
Data Accuracy
Collect essential business preferences and API credentials upfront to ensure accurate configuration.
Optimized UX
Deliver a seamless "plug-and-play" experience by automating background configurations.Use Case#
When a merchant installs your app for the first time, the onboarding flow serves as a discovery phase. By prompting the merchant with targeted questions, you can tailor the application environment to their specific business profile.Common Onboarding Inquiries#
Credential Objectives
Collecting App user email and password.
Operational Scale
What is their current store size or average monthly order volume?
Technical Proficiency
What is their experience level with similar tools or integrations?
Primary Workflow
Which feature or use case is their top priority? 
