Expanding into B2B sales is a powerful way to grow your Shopify store. With the Shopify Forms app, you can streamline the process of acquiring new wholesale customers through customizable company account requests.
Why Use Company Account Requests?
Company account requests offer an efficient method for engaging prospective wholesale customers. By simplifying the registration process, you can improve conversion rates and enhance the customer experience.
Key Benefits:
- Customizable Forms: Tailor your account request form to collect the information that matters most for your business.
- Automated Workflow: Submitted forms are automatically converted into new company profiles in your Shopify admin, eliminating the need for manual input.
- Enhanced Management: Approve, delete, or follow up with potential B2B customers directly from the company profile.
How to Get Started
Follow these simple steps to begin acquiring wholesale customers:
Step 1: Install the Shopify Forms App
Download and install the Shopify Forms app from the Shopify App Store. The app is easy to integrate and provides the tools you need to create a seamless form.
Step 2: Customize Your Registration Form
Within the app, you can personalize the account request form to collect relevant information from prospective customers such as their business type, size, and contact details.
Step 3: Add the Form Link to Your Store
Place the link to your account request form on key pages like your homepage or wholesale information page. This ensures maximum visibility to potential B2B clients.
Step 4: Manage Company Profiles
Once a form is submitted, it will be added automatically to a new company profile in your Shopify admin. From there, you can:
- Approve customers to place orders.
- Remove customers who don’t meet your criteria.
- Contact customers to request additional information if needed.
Learn More
Ready to get started? Check out our help docs for detailed instructions or reach out to Shopify support for assistance.