Merchant Onboarding Strategy
Strategy for merchant onboarding with customizable templates
Merchant Onboarding Strategy
Your approach to providing predefined templates for onboarding new users and allowing them the flexibility to customize further is both user-friendly and scalable. Here's a detailed implementation strategy:
🎯 Strategy for Merchant Onboarding & Customizable Templates
You propose:
- Multiple industry-specific template contracts.
- Easy, intuitive onboarding with minimal technical expertise required.
- Flexibility for merchants to customize logic or deploy as-is.
📌 Step 1: Define Clear Industry Verticals & Templates
Start by clearly identifying key industries where InfiniRewards fits best:
| Vertical | Typical Use Cases / Features |
|---|---|
| ☕ Cafés | Loyalty points, stamp cards, drink redemptions |
| 🛒 E-commerce | Cashback rewards, order tokens, vouchers |
| 🏋️ Gyms | Membership passes, attendance tracking |
| 🏨 Hotels | Points accumulation, elite status privileges |
| 🍽️ Restaurants | Reward points, seasonal offers, gift cards |
| 🎟️ Events | Ticketing, attendance verification, collectibles |
| 🚚 Supply Chain | Provenance tracking, authenticity verification |
| 🏠 Real Estate | Fractional ownership, rent management |
📌 Step 2: Pre-Built Smart Contract Templates
- Each template contains predefined logic tailored specifically to each vertical.
- Clearly documented contracts for quick onboarding and customization.
Example Template Structure (Cairo 2.0):
Example (Café Template):
📌 Step 3: User-Friendly Customization
Merchants can choose one of two paths:
🔹 Option 1: Use Template As-is
- One-click Deployment:
- Merchant selects vertical → Deploys template directly.
- Minimal configuration via UI (e.g., set stamp threshold, membership durations).
🔸 Option 2: Custom Logic Extension
- Visual Builder or Code Editor:
- Merchants provided with intuitive UI or well-documented contract code.
- Developers or technically savvy merchants can modify or extend logic.
Example Customization Use Cases:
- Cafés: Custom "seasonal drinks" redemption.
- Gyms: Add personalized workout plan tracking.
- E-commerce: Add customized cashback tiers or conditional coupons.
📌 Step 4: Web-based Merchant Portal
Build a Merchant Portal UI to streamline the onboarding and customization process.
Core Features:
-
Template Selection:
Industry-specific templates clearly described. -
Simple Deployment:
Merchants fill forms for configuration and deploy directly. -
Customization Interface:
Simple visual editor (drag-and-drop logic builder) and advanced code-based editor for experienced developers. -
Monitoring Dashboard:
Track rewards, membership statuses, redemptions, transactions.
📌 Step 5: Automated Deployment via InfiniRewardsFactory
Leverage your existing Factory pattern for seamless deployment:
- Factory Methods (Cairo 2.0):
- Easy Upgradability:
Users can upgrade their deployed contracts with new templates or customized logic at any time using your
upgradefunction.
📌 Step 6: Documentation & Training Resources
Provide comprehensive documentation and resources:
- Getting Started Guides (by vertical).
- Customization Guides clearly outlining how to safely extend logic.
- Video Tutorials & Examples demonstrating practical use-cases.
📌 Step 7: Ecosystem & Marketplace
Long-term vision:
- Allow developers to create & share custom templates.
- Marketplace for merchants to explore community-built customizations and templates.
🚩 Benefits of this Template-based Approach
- Rapid Onboarding: Merchant can deploy in minutes.
- Reduced Barriers: Easy adoption even without blockchain expertise.
- Scalability: Templates allow for efficient scaling across many industries.
- Flexibility & Customization: Retains merchant autonomy to adapt and evolve.
🚀 Roadmap to Implementation
| Phase | Action | Outcome |
|---|---|---|
| Phase 1 🚩 | Define clear industry templates & standards | Clear use-case templates |
| Phase 2 ⚙️ | Develop smart-contract templates & testing | Verified templates |
| Phase 3 🌐 | Merchant portal UI (basic) | Easy merchant onboarding |
| Phase 4 🔧 | Customization tools (Visual/Code editor) | Advanced customization |
| Phase 5 📚 | Documentation & education resources | Merchant empowerment |
| Phase 6 🎯 | Marketplace & community templates | Ecosystem growth |
🎯 Next Immediate Steps:
- Identify 2-3 initial verticals (e.g., Café, Gym, E-commerce).
- Build out and test smart contract templates for these verticals.
- Draft UI prototype of Merchant Portal for easy template deployment.