Onboarding/Get started flow

dmdj03 commented 9 years ago

The revised, proposed flow for new customers tackles the production signup portion of the onboarding process.

Create account/test access: as is currently Production access: review process required

Modal right after you create an account: 6113df00-6f1f-11e4-83c3-014f74e41765

If you choose to go to the dashboard, the test key will be displayed as a header at the top: screen shot 2014-11-17 at 5 56 46 pm

If you click on apply, you'll see this application modal: screen shot 2014-11-18 at 12 39 50 pm

screen shot 2014-11-17 at 5 57 53 pm If we're doing a review process, we can now consolidate much of the signup flow on one form since no separate API call needs to be made to create the marketplace prior to application approval. That'll allow the user to see all the fields and gather the required information.

After you submit your application, you'll see a confirmation message in the top header of the dashboard: screen shot 2014-11-17 at 5 58 32 pm

An approval determination is made within 2 days. The customer is notified via email of our decision: email_approved

email_denied

The email instructs the user to link their bank account. Once they sign into the dashboard, they'll see this bank account modal: screen shot 2014-11-17 at 5 59 48 pm

After submitting bank account information, we'll remind them to verify the deposits in the top header. We'll also display the API key here: screen shot 2014-11-17 at 6 00 02 pm

mjallday commented 9 years ago

@dmdj03 it looks like you're capturing information when they first sign up ånd then asking them for the same information when they register for a production marketplace. is that correct?

dmdj03 commented 9 years ago

when they first sign up? you mean creating an account? that's just the email/password.

mjallday commented 9 years ago

this is not in chronological order in your first post?