Set Up Virtual Card for Telesales
Learn how to set up Affirm’s VCN Telesales flow to enable telesales agents to send SMS or email checkout links, enabling customers to apply privately from their own device.
Prerequisites
- Review Security Best Practices.
- Confirm you're in the Live environment to use SMS; email links must be used for Sandbox testing.
- (Optional) Enable webhooks.
Steps
1. Send a Checkout Initiation Request to the Telesales API
Include the customer’s billing phone number and/or email in the request.
2. Affirm Sends the Checkout URL
The customer receives an email or SMS containing the checkout link.
SMS Availability
SMS is supported only in the Live environment.
3. Customer Completes the Application on their Device
This ensures privacy and complies with security requirements.
4. Affirm Redirects the Customer
After confirmation, the customer is redirected to your specified user_confirmation_url.
5. (Optional) Confirm Checkout via Webhook
Provide Affirm with a webhook URL to receive the checkout_token. This enables a server-to-server confirmation to reduce browser-related errors and streamline your telesales system’s status updates.
What’s Next?
Updated about 18 hours ago