Using Shopify Forms, you can create a free registration form that automatically tags customers who fill out the form, then set up an automation that sends an email to that customer prompting them to create a wholesale account.
These instructions may work well for you if you want to do the following:
You want potential wholesale customers to provide more information when they apply for a wholesale account.
You want the form to automatically apply a tag to customer accounts when they fill out the form, such as "b2b application" or "pending approval", so you can vet their application and apply the appropriate wholesale tag.
You only have one B2B Wholesale Hub discount tag and you want that tag automatically applied after a wholesale customer fills out the form, automating the wholesale account creation process.
After following these instructions, your customers will:
Complete a registration form applying for your wholesale program
Receive an email with instructions on how to finish setting up their account (only necessary for stores using classic customer accounts)
If this flow doesn't quite work for your business or you want something a little more sophisticated, third party apps like Helium provide more advanced form functionality.
Step 1: Create a registration form
In the Shopify Forms app, click Create form in the top right hand corner. Choose whether to create a popup or inline form, give your form a name, then click Create.
Adjust the Title, Content, Fields, and other elements of your form.
Personalize the form and the success message with text that suits your registration process, like in the examples below. If you're using classic customer accounts, you can inform customers that they'll receive an email with further instructions to finish setting up their account. If you're using new customer accounts, customers will be able to log in right away.
If you're using inline placement for your form, add the form to your store: In the Placement section of the form setup, you can click Copy page URL to get the URL of the form and add it to your storefront navigation, or add the form to an existing page template as a section or block. Click here to learn more about Shopify sections and blocks.
In the Tags section, enter the tag you want the form to apply to the customer. If you have just one B2B Wholesale Hub discount tag, you can have the form automatically apply that tag to the customer when they finish the form, and they'll be ready to access wholesale discounts right away.
Add your wholesale discount tag to the ‘Tags’ section of your form
Make sure the wholesale discount tag is the same in the app, and on the form. They are case sensitive.
Alternatively, you can enter a tag reading something like "pending approval" so that you can find pending wholesale applications in your Shopify admin in order to approve or reject them.
Locate customer accounts in the ‘Customers’ admin. Open the account page and find the ‘Tags’ section. You’ll be able to remove or add account tags here.
To manage your pending submissions, we recommend making a segment. In the ‘Tags’ section of your form, click ‘View Segment’.
This will bring you to a newly created segment in your admin. Click ‘save’ to create and name your segment. When a customer submits their form, they’ll automatically get added to this segment - so you can keep track of your submissions there.
Click Save when your form is ready. You can always come back and edit the form later.
Shopify will send you a notification email every time a form has been submitted. If you’d prefer to receive a more customized email for form submissions, you can use Shopify Flow to setup an internal email trigger.
Open Shopify Flow and click Create Workflow. Then, select a Trigger and choose ‘Customer joined segment’. Find the segment that you created for your form submissions, and select it.
Search to find the correct segment in the dropdown menu
Add a new action to the workflow, and search for ‘Send internal email’. When selected, you’ll be able to write your own internal email, and choose the recipient address. This is a great option if you have someone else managing your wholesale form submissions, or if you prefer to use an email that isn’t your shop’s main admin email address.
After adding the ‘Send internal email’ action be sure to Turn on the workflow.
Step 2: Email customers to finish setting up their account
This email will guide customers to setting a password to complete their account registration. You’ll need to install Shopify Flow, and Shopify Email to complete these steps in full.
If you're using new customer accounts, you can skip this step, unless you would like to email new registrations with any additional information. With new customer accounts, customers can log into their account at any time without setting a password.
In the Shopify Forms app, click on the registration form you just created. Scroll down to the bottom of the setup page to the Automations section. Click Create automation.
This will open a default Welcome new subscriber automation. Install the necessary Shopify Email and Flow apps, and click Use workflow to begin editing the workflow, and rename the automation if you wish.
To configure the email to send to all new wholesale registrations:
Hover over the Start when card, and click Change. Select the Customer created trigger.
Hover over the Check if card, and click Change. Click the trash can icon next to the current condition to remove it, then click Add criteria. Select Customer, then select tags.
Under Tags item, set the condition to Equal to and enter the tag applied by the registration form you created. Click the X in the top right corner of the condition window.
It's important that the tag you enter here matches the tag you chose for the registration form exactly.
Hover over the Do this card and click Edit email under Email template.
Edit your email template, making sure to include a button or link to your store's account creation page (storename.myshopify.com/account/register) and instructions telling the customer to follow the link to complete the wholesale registration process like in the example below. When you’ve edited your email, click Save.
When you’re ready to activate your automation, click Turn on workflow in the top right of the workflow editor.