The Wholesale Registration Form lets you easily add a signup form to your storefront for B2B customer registration. Customize the form to collect key information from potential wholesale clients and streamline the approval process. Once a customer submits the form, you can review and approve their account, granting them exclusive B2B benefits.
Step-by-Step Setup Guide
Step 1: Enable the Registration Form Feature
- Navigate to the app’s dashboard in Shopify.
- Locate the Registration Form section
- Click “Create new” to create a new registration form
Step 2: Configure General Information and Customer Settings
- General Information
- Title: Enter a title for the form, such as “Become a Customer for Exclusive Benefits!” This title will appear at the top of the registration form.
- Status: Set the form to Active to make it visible to customers.
- Customer Settings
- Customer Approval Process: Choose between:
- Manually Approve: Review each registration manually before granting wholesale access.
- Auto-Approve: Automatically approve wholesale accounts without additional review.
- Customer Tags: Add tags for approved customers (e.g., “Wholesale”) to help organize and segment your B2B customers.
- Auto-Exempt Tax: Enable this option if you wish to automatically exempt customers registering through this form from taxes.
Step 3: Configure Form Settings
- Registration Form URL
Copy the unique URL generated for your registration form. You can share this link directly with customers or link to it from other parts of your store.
- Registration Form Shortcode
Copy the provided shortcode to embed the registration form on any Shopify page or file. You can add this shortcode to pages like “Wholesale Signup” or directly on your homepage or footer for easy access.
- Redirection After Submission
Select where you want customers to be redirected after submitting the form:
- My Account Dashboard: Directs customers to their account dashboard after completing the form, allowing them to immediately view their profile and any account settings.
- Custom URL: Allows you to set a specific page for post-submission redirection.
- Custom URL Field: If you choose “Custom URL,” enter the URL of the specific page you want to redirect customers to (e.g., a custom “Thank You” page, a “Wholesale Information” page, or any other relevant link).
- Example: If you want to guide customers to a “Thank You” page that explains the next steps, select Custom URL and paste the URL of that page in the provided field.
Step 4: Customize the Wholesale Registration Form (Optional)
Customizing your registration form helps ensure it reflects your brand and collects all the necessary information. Here’s how to do it:
- Access Form Customization:
- Click on Customize Form in the settings to open the form editor.
- Here, you’ll see a preview of your form along with options to edit various elements.
- Customize Elements
- Header:
- Edit the Title and Description to match your brand’s tone.
- Choose alignment options (Left, Center, Right) to position the header text as you prefer.
- Input Fields:
- Customize or add fields based on the information you need from wholesale clients. Default fields include First Name, Last Name, Email, and Password.
- You can also add additional fields like Company Name, Tax ID, or Business Address if these are relevant to your wholesale registration process.
- Footer:
- Add a footer to include any disclaimers or extra information, like terms and conditions, privacy statements, or links to further resources.
- Design Tab
Make your registration form visually cohesive with your storefront by using these customization options:
- General Settings: Adjust form width, alignment, font style, and size to fit your brand.
- Header: Add a logo or text and set a background color or image for a branded header.
- Footer: Include contact details and adjust footer text style and color.
- Inline Messages: Customize success, error, and approval messages with branded text color and size.
- Other Elements: Modify check box color, radio button color, switch color and divider color for a polished and user-friendly look
- Translation Tab: Edit Field Labels and Error Messages
- Customize default text and error messages to match your brand’s tone or translate them into another language. Available languages include English, French, and Arabic. To add more languages, simply click “Add Language.”
- Example: Change “This field is required” to a more brand-friendly message like “Please complete this field.”
If you have any further questions or need additional help, our support team is here to assist you 24/7! You can reach out to us through live chat, or by emailing support@massyapp.io.