Using Connect embedded components to streamline your Connect onboarding flow

Replace hosted onboarding with embedded Connect components. Keep users on your platform while collecting requirements and enabling payments..

Jorge Aguirre Gonzalez
8 min readintermediate
--
View Original

Overview

This article discusses how to use Connect embedded components to enhance the onboarding flow for connected accounts on a platform like Furever. It emphasizes streamlining the user experience to maximize conversion and minimize friction during the onboarding process.

What You'll Learn

1

How to create a connected account using the Stripe API

2

How to implement embedded onboarding components in your application

3

Why using embedded components can improve user experience during onboarding

4

How to customize the appearance of embedded components to match your site's design

Prerequisites & Requirements

  • Familiarity with Stripe API and account management concepts
  • Next.js framework and Stripe npm package

Key Questions Answered

How can I streamline the onboarding process for connected accounts?
You can streamline the onboarding process by using Stripe's embedded components, which allow users to complete the onboarding flow directly within your application without redirecting to external pages. This reduces friction and enhances the user experience.
What are the benefits of using embedded components for onboarding?
Embedded components provide a seamless onboarding experience, allowing users to authenticate and complete necessary steps without leaving your site. This leads to higher conversion rates and a more cohesive user experience.
How do I customize the appearance of embedded components?
You can customize the appearance of embedded components by using the appearance API, which allows you to define styles such as font, colors, and borders to match your site's branding. This ensures a consistent look and feel across your application.
How can I track user progress during the onboarding process?
You can track user progress by integrating the onStepChange API provided by the ConnectAccountOnboarding component. This allows you to log which step users are on, helping identify where they may drop off in the onboarding funnel.

Technologies & Tools

Some links below are affiliate links. We may earn a commission if you make a purchase.

Backend
Stripe
Used for creating connected accounts and managing payment capabilities.
Frontend
Next.js
Framework used to build the application and handle server-side logic.
Frontend
@stripe/Connect-js
Library used to load and initialize Stripe's embedded components.
Frontend
@stripe/React-connect-js
React library for integrating Stripe's Connect components in the application.

Key Actionable Insights

1
Integrate Stripe's embedded components to enhance user onboarding.
By using embedded components, you can keep users on your site during onboarding, which can significantly increase conversion rates and improve user satisfaction.
2
Utilize the appearance API to ensure your onboarding flow matches your site's design.
Customizing the look and feel of embedded components helps maintain brand consistency, making users feel more comfortable and engaged during the onboarding process.
3
Implement tracking for user onboarding steps to gather analytics.
By monitoring user progress, you can identify bottlenecks in the onboarding process and make data-driven decisions to improve the flow.

Common Pitfalls

1
Failing to customize the appearance of embedded components can lead to a disjointed user experience.
If the embedded components do not match the site's design, users may feel confused or uncomfortable, which can negatively impact conversion rates.
2
Not tracking user progress during onboarding can result in missed opportunities for optimization.
Without tracking, it's difficult to identify where users drop off in the onboarding process, making it challenging to improve the flow based on user behavior.

Related Concepts

Embedded Components In Payment Processing
User Experience Design In Onboarding Flows
Analytics Integration For User Behavior Tracking