Personalized Activation Journeys

What is it?

Description

Approved HubSpot Payments merchants receive a personalized activation flow that guides them to their first payment

Why does it matter?

Reason for development

Many approved merchants never complete a first transaction because they lack clear, tailored guidance after approval, delaying activation and reducing long-term engagement.

This initiative meets merchants where they are, automates creation of their first payment artifact, and gives contextual use case examples, so more merchants activate quickly without manual effort.

How does it work?

Guided In-App Activation

• Upon first post-approval login, the system determines the most relevant payment artifact (invoice, payment link, or CSM handoff) based on how the merchant discovery payments (e.g Payment Links)
• This first iteration also supports creating invoices through breeze

Who gets it?

All hubs and tiers