Overview

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.

This documentation will walk you through:

Get Started

Learn how to build and integrate custom onboarding steps in the Salla Partners Portal, including step creation, form configuration, and function testing.

Interfaces and Responses

Learn how onboarding step functions handle data with interfaces, structured responses, success/error handling, and the Response utility class.

Real World Scenarios

Explore detailed real-world scenarios for implementing App Onboarding steps.

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

Business Objectives

What are they aiming to achieve?
Examples: increasing sales, automating fulfillment, improving customer engagement.

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?

Strategic Impact

Dynamic Configuration

Automatically personalize app settings based on merchant input.

Reduced Cognitive Load

Hide advanced or irrelevant features based on the merchant’s current stage.

Guided Discovery

Recommend the most impactful settings or quick-start actions based on merchant goals.

Key Benefits#

Use Case#

Common Onboarding Inquiries#

Strategic Impact#

Key Benefits

Use Case

Common Onboarding Inquiries

Strategic Impact