Preparing for Peak Season with Affirm

Contents 

1. Hot Peak Season Topics
   • Partnering & Onboarding with Affirm
   • Account Access
   • Integration & Settings
   • Account Maintenance
2. Best Practices Guides

Get the most out of Affirm for the upcoming Peak Season! Whether you are new to Affirm or have been with us for a while, you can benefit from our growing help content to optimize and position yourself for a successful sales season.

We are continuously developing new content to answer your questions and to provide you with the best guidance and tips for navigating and maximizing our platform. Below, you will find a curated collection of common merchant inquiries made during peak season. They are grouped thematically, and these bundles include How-to articles, troubleshooting tips, and Quick Guide videos. Additionally, we have a new best practices guide with more on the way.

Hot Peak Season Topics

After analyzing merchant inquiries for last year’s peak season months, we’ve identified the most commonly asked questions and topics from merchants like yourself, which we have grouped into themes:

1. Partnering & Onboarding with Affirm

Learning about Affirm and taking those first steps with us can be a daunting task. We’re here to point you in the right direction.

 

• How-to Guides
  • Eligibility for Using Affirm
  • Getting Started With Affirm: Frequently Asked Questions Before Starting
  • Merchant Onboarding: Self-Service Guide
     
• Troubleshooting Guides
  • What is the Status of My Affirm Partnership Business Application?
  • Why Isn't My Business Eligible for an Affirm Partnership?
  • If My Business Is Not Eligible, Can I Still Work With Affirm?
     
• Video Resources

  • How Does Affirm Work? (eCommerce Checkout) 

    
    
    

  • How Does Affirm Work? | In-Store & Telesales (aka Virtual Card) 

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2. Account Access

Access and permissions are key to getting the ball rolling. These resources should ensure that you get the right people into the right place.

• How-to Guides
  • Accessing the Merchant Portal
  • Sandbox and Production Merchant Portals
     
• Troubleshooting Guides
  • Why Can't I Log Into My Merchant Account?
  • How Do I Add New Administrators
     
• Video Resource

  • Affirm Merchant Portal 

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3. Integration & Settings

Without integrating with Affirm, the magic can’t happen. These resources will help bridge the gap between your eCommerce platform and Affirm.

• How-to Guides
  • Integrating with Affirm: Overview
  • Building a Direct API Integration - Overview
     
• Troubleshooting Guides
  • How Do I Change My Platform Integration?
  • Why Can't I Get My Promotional Messaging to Appear?
  • What if My Platform Integration Isn't Supported By Affirm?
     
• Video Resource

  • Integrating with Affirm: Overview 

    
    
    

  • Building a Direct API Integration: Overview 

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Account Maintenance

Fine-tuning your account is necessary to keep things running smoothly. These resources help you make account updates after going live.

• How-to Guides
  • Updating Bank Information (Self-Service Method)
  • Legal Entity Changes for Your Business
     
• Troubleshooting Guides
  • How Do I Update My Bank Account Information?
  • How Do I Change My Purchase Limit?
  • How Do I Adjust or Update My Promotional Messaging On My Website?
     
• Video Resource

  • The Affirm Merchant Portal 

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Best Practices Guide

Since peak season is upon us, it’s important to make sure all system configurations, processes, and points of sale are operating smoothly. Equally important (and often overlooked) is the educational and marketing aspect of the different ways your customers can conduct business with you.

Our latest Best Practices guide addresses this pain point by providing you with the language and channels you need to develop to ensure that your customers are empowered to shop with confidence.

Access the guide here.

You can also view our other Best Practices Guides below:

• Best Practices Guide: Driving Your First Sales with Affirm
• Best Practice Guide: Settlements & Disbursements

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