Signup Copy

The Signup Copy settings page allows partners to customize the title and description displayed on each step of the merchant signup application. This helps tailor the enrollment experience to match your brand's voice and provide clearer guidance to merchants completing their applications.

Accessing Signup Copy

To access the Signup Copy page, navigate to Settings > Signup Copy. A brand must be selected in the brand switcher to view this page.

Signup Copy Sections

The signup application pages are organized into the following sections:

• Getting Started: Includes the Welcome Page and Password pages.
• Business Information: Covers Business Fundamentals, Doing Business As, Business Industry, Account Data Compromise, Business Signer, and Business Ownership.
• Payment Processing: Includes Payment Methods, Payment Types, International/B2B, and AMEX Direct.
• Bank Accounts: The Bank Accounts page.
• Supporting Documents: The Supporting Documents page.
• Review and Submit: Covers Verification Review, Review, and the Success Page.

Each row in the table displays the page label, its current title, and its description.

Editing Signup Copy

To edit the title or description for a signup page:

1. Navigate to Settings > Signup Copy.
2. Click on the row for the page you want to edit. A drawer opens on the right side.
3. Update the Page Name (title) and/or Page Description (subtitle) fields.
4. Click Save Changes.

A success notification confirms the update. If you attempt to close the drawer with unsaved changes, a confirmation dialog prompts you to save or discard your changes.

Field Validation

• Page Name: Required. Maximum 60 characters.
• Page Description: Required. Maximum 250 characters.

Permissions

Access to the Signup Copy page requires Branding permissions:

• Read access allows viewing the current signup copy.
• Write access allows editing the title and description fields.