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B2B & Wholesale Solution: Customizing Customer Registration Page

Running both B2C and wholesale businesses simultaneously often necessitates a more comprehensive membership registration process. The registration page customization feature provided by the B2B & Wholesale Solution app empowers you to personalize the registration form with the specific fields based on the requirements of your business.

This guide offers a step-by-step approach to configuring the registration form and outlines the member application approval process.

 

 

Customize and Publish the Registration Page

Create a customized registration form that caters to both B2B and B2C customer needs. Follow these instructions to personalize the form and publish the page:

Note: Finalize the template design before activating the page to prevent customers from registering with incomplete information.

 

Customize the Registration Form 

  1. From your SHOPLINE admin panel, go to Apps > B2B & Wholesale Solution.
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  2. In the header menu, click Settings > Customer visits.
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  3. Go to Registration settings > Custom registration page, then click Set up registration form to access the editor.
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  4. Configure the form fields module by module to suit your needs. Changes are reflected in real-time for preview in the right panel.
    • Form title: Provide a suitable title for the form.
    • Click the Edit icon to customize each field. Select the field type, choose if an answer is required, and set the field title and placeholder text. You can also Delete fields, Move them around, or Add contents.
    • Submit button text: Change the text displayed on the submit button.
  1. Preview the customized form in the right panel. Switch between PC and mobile modes to ensure proper layout across devices.
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  2. Click Update to save your changes. This preserves the current template without publishing it, allowing you to continue editing until you're satisfied.

 

Publish the Registration Page

Once the template is ready, follow these steps to publish it:

  1. From your SHOPLINE admin panel, go to Apps > B2B & Wholesale Solution.
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  2. On the header menu, click Settings > Customer visits.
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  3. Go to Registration settings > Custom registration page, toggle on the enable switch, then click Update.
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Notes: 
  • Enabling this feature redirects customers clicking the sign-up button in your SHOPLINE store and other login features to your newly configured registration page.
  • Customers registering through other plugin entry points will still be directed to the SHOPLINE store's default registration page.

 

 

Process the Registration Submissions

Once customers submit the registration form, the system automatically creates an unregistered customer account. Review the customer information and send invitations, prompting them to activate their accounts and complete the registration process. Follow these steps:

  1. Go to the Customer section in your SHOPLINE admin panel. Locate and click the customer who submitted the registration form to access their details page.
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  2. Review the submitted information. If everything appears accurate and complete, click Send invitation.
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After following the instructions to set their login password and activate their account, the customer becomes an official member of your store.