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In Product Onboarding

Overview​

Enable customers to onboard directly through your existing product interface, maintaining brand consistency and user experience continuity.

Integration Options​

You have two implementation approaches for integrating customer onboarding into your product:

  • Redirect Onboarding
  • Embedded Onboarding

Comparison Guide​

Use the table below to determine which approach best fits your requirements:

FeatureRedirect OnboardingEmbedded Onboarding
DescriptionCustomer completes onboarding on a PaySuite-hosted page outside your productCustomer completes onboarding within your product interface
Implementation effortMinimal integration - redirect to hosted onboarding flowModerate effort - UI integration within your existing application
Customer experienceCustomer temporarily leaves your product for onboarding processCustomer remains within your product throughout onboarding
Branding controlLimited customization of PaySuite-hosted onboarding pagesFull control over branding, styling, and user experience
Best suited forProducts without existing payment flows or those prioritizing speed to marketProducts with integrated payment experiences requiring seamless user journeys
Development timelineFaster implementation with minimal UI development requiredLonger implementation due to custom UI integration requirements

Choosing Your Approach​

Redirect Onboarding is ideal when you need rapid deployment and can accommodate a brief redirect in your customer journey.

Embedded Onboarding is recommended when maintaining brand consistency and seamless user experience within your product is critical.

Consider your development resources, timeline requirements, and customer experience priorities when making your selection.