Man beside a laptop and a cup of tea

How to welcome new users so they make their first payment

By SendPay Business · · 2 min read

A quick ID check
  1. Add your photo ID
  2. Add proof of address
  3. Checked and verified

A sign-up is only a start. The customers who stay are the ones who make a first payment or transfer soon after joining, so your welcome matters as much as your marketing.

Send a welcome straight away

As soon as someone signs up, send a short message: thanks for joining, what to do first, and how to reach a real person if they get stuck.

Smiling man in a suit in a modern office

Point to one first step

Pick the one action that shows your app's value and make it easy:

0 of 3 done

Tick each step as you do it, so you can see what is left.

Your ticks are saved on this device.

Try it

Name your platform and watch it come to life

Type a name, tap a colour and pick what it does. The phone changes as you go.

Colour

What it does

Build mine

Design and preview your whole platform free, then launch when you are ready.

Check in personally

If someone has not made a first payment after a couple of days, send a friendly note asking if anything got in the way. Their answers show you where your app is confusing.

Two women in suits

Explain checks before they happen

If identity checks are needed at some point, say so plainly and early, with what will be asked and why. Surprises at the wrong moment make people give up.

Celebrate the first payment

When the first payment goes through, confirm it clearly and show where to see it. A small, clear success builds the trust that brings the second payment.

Man at a desk in front of a computer

How it works

Your own money app
  1. Name it and pick your colours
  2. Choose what it does
  3. Launch when you are ready

Why sign up

Create your free SendPay account

It's all about creating your own financial platform with ease. Start with a free account today.

  • A free business accountOpen it in about a minute with your business name, email, password and mobile. No card and no documents to start.
  • Get paid from day oneTake card payments, and share your own payment link and invoices so customers pay in a click.
  • A free business websiteFree to build, free to publish and free to keep, with unlimited visits.
  • Your own financial platformDesign and preview your whole platform free, then launch when you are ready.

SendPay Business is a technology company, not a bank. Accounts, cards and payments are powered by licensed partners.

Questions people ask

What emails should I send?

The email guide covers welcome messages, updates and what to avoid.

Email your money app customers →
How do I keep people using the app?

The guide to keeping users coming back covers the habits that make people stay.

Keep users coming back →
Can I call it a bank?

In most countries "bank" is a protected word you can only use with a banking licence. Call it an account, a wallet, an app or a platform. The accounts and payments behind a SendPay Business platform are powered by licensed partners.

Is there a step-by-step plan I can follow?

Yes. The free launch checklist takes you from picking your people and naming your app to setting fees, going live and winning your first ten customers.

Digital bank app launch checklist →
How do I start?

Pick a template, name it and preview every page before you launch. Your platform can be live on your own domain within 24 hours of confirmation.

Build my platform →

Read next

Spotted a mistake or something out of date? and we'll fix it. How our guides are made

This guide is general information, not legal or financial advice. SendPay Business is a technology company, not a bank, and does not take deposits; regulated services on the platforms are provided by licensed partners. Other companies named in this guide are reference points only and are not affiliated with SendPay Business.