Switch - Plan Your UX

Intro screen

Your introductory screen is your chance to introduce the concept of payment switching to the user. Some items you may want to consider: adding a clear mention of any incentives, context on what the user is about to do, and a clear call to action.

Depending on how you design your screen, you may opt to skip our welcome screen and either send the user into the standard Switch flow or launch them directly into a Single Switch experience when your application already knows the exact biller the user wants to update.

Launch experience

Atomic supports two main ways to launch the Switch experience. In the standard Switch flow, the user chooses the merchant inside Transact. In Single Switch, your application already knows the target merchant and payment method, then launches the user directly into that one switch flow.

Use the standard Switch flow when the user still needs to choose the merchant inside Transact. Use Single Switch when your application has already selected both the target company and the payment method to update.

For the technical setup behind Single Switch, including finding the Atomic company ID, validating payment method support with the Company Details API, and building the deeplink, see the PayLink Single Switch guide.

Pre-populating payees

If you have visibility into which merchants a user currently pays, this data can be leveraged to boost the conversion rate of switching multiple merchants. There are various approaches to implementation, dependent on your data source. Discuss this approach with your CSM to find a solution that works best with your stack.

This is still part of the broader Switch experience for helping users move through multiple merchants. It is distinct from Single Switch, which sends the user directly into one preselected merchant flow.

Adding your own UI

Transact provides an interface for users to keep track of which switches they’ve completed, left for later, and failed to complete. Optionally, you incorporate this experience directly into your app using our API.

Keeping momentum

Trying to get users to link every payment in one sitting can be a big ask. We recommend using notifications to bring users back into the flow at timely moments. Some users may start by linking a single payment, and then over the course of weeks or months, continue to link more as their trust grows in your product. Little nudges can be helpful reminders for them to pick up where they left off.

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