Configuring Automated Merchant Onboarding

The Automated Merchant Onboarding solution offers various configuration options to customize the merchant onboarding experience, ensuring seamless integration with your business operations. These settings help you tailor branding, communication, user management, and merchant support, creating a streamlined and efficient onboarding process.

Branding Options

Add Logo: Enhance brand recognition by adding your company’s logo to the onboarding interface. A branded experience builds trust and ensures consistency across all touchpoints, giving merchants a familiar and professional environment.

Communication Settings

Set a Postback URL: Define a Postback URL to receive real-time transaction updates. This ensures that all transaction data is automatically sent to the specified endpoint, allowing seamless communication between your system and the Automated Merchant Onboarding solution.

Modify Support Contact Information

Customize the support email and phone number displayed in automated emails sent during the merchant application process. This ensures that merchants always have the correct contact details when they need assistance.

User Management

Automatically Create User Accounts: Enable automatic user account creation for the Merchant Portal and Virtual Terminal to simplify onboarding. This eliminates manual setup and ensures that merchants gain immediate access to their accounts upon approval.

Reminder Email Configuration

Set Automatic Reminder Intervals: Configure automated reminder emails to encourage merchants to complete their applications before the 7-day expiration period. The default reminder is sent 3 days before expiration, with options to send additional reminders 2 days or 1 day prior.

Application Completion

Predefine Completion of Application Field: Consult with a Clearent representative to determine the best strategy for defining application completion. This ensures that onboarding requirements align with your business model and industry standards.