TCGC Client Merchant Onboarding Flow

• The client and business complete the Merchant Onboarding Form (Jotform Client Onboarding Form Universal)
• A Thank You email is then generated

• An Airtable entry is then created and  the business status will show as blank
• Once the merchant onboarding team have checked the test transaction is completed they will change the status will be changed to Pending Sync
• An email is then automatically generated for airtable to EML

• EML link the business to the programme 
• EML then reply to this email and confirm that the business is linked. This email is sent to the Merchantonboarding@mi-cnx.com mailbox
• The merchant onboarding team then set the status of the business in airtable to linked and live
• Airtable then generates an email to the business 

• An email is also sent to the client to advise them that the business is now live

Registration Transaction Not Completed

• If the businesses registration test transaction cannot be found then the status on airtable is set to transaction required
• An email is then generated by airtable to the client to prompt them to visit the business to do a reswipe
• It is the account managers responsibility to check that the client has completed this reswipe

• A notification is sent from airtable to Slack - New Business Channel
• Business is then added to the relevant product page on the website - this can take up to 5 working days
• The entry on the slack channel is then marked with the tick emoji to show it has been added to the website