Installing SparkLayer on Wix
SparkLayer enables B2B functionality on your existing Wix store, allowing your B2B customers to login, place orders, manage their account, and much more.
đ We're here to help! Our team can help get everything set up on your Wix store. You can book a call here and we'll walk you through the process! If you'd prefer, you can also use our guide below to try setting things up yourself.
Before installing SparkLayer on your Wix store, please ensure the following are setup before proceeding:
Item | Details |
|---|---|
Site Member Settings | Youâll need to make sure that your store is set up to allow "Site members". You can check this within your admin by going to Settings > Site Member Settings > Signup & Login Security |
Product SKUs | In order for SparkLayer to save B2B prices for your products, all products must have SKUs. Within your admin, go to a product and you'll see the option to set a SKU either on a product or variant level. You can learn more about this below. |
Contacts | For your B2B customers to see the SparkLayer, they must have a label of b2b. You can set this up by going to Customers & Leads > Contacts and editing a customer record. You can learn more about this below. |
Payments | Please ensure you have payment methods enabled. You can check this within your admin by going to Settings > Accept Payments. |
Shipping | In order to place an order, please ensure you have shipping rules set up. Within your admin, go to Settings > Shipping and Delivery. |
Areas of Wix Dashboard you'll be using
As part of setting up SparkLayer, you'll primarily be using the following areas:
Area | Details |
|---|---|
Products | This will be used to setup which products you want to make available to B2B customers. See "Setting up your B2B pricing" below. In Wix, go to Catalog > Store Products > Productsīģŋ |
Contacts | This will be used to setup your B2B customers. See "Setting up your B2B customers" below In Wix, go to Customers & Leads > Contactsīģŋ |
Orders | This will be used to review and process and orders that are placed by your B2B customers. See "Placing a B2B order" below. In Wix, go to Sales > Ordersīģŋ |
Limitations We recommend familiarising yourself with current limiitationsīģŋ of SparkLayer for Wix
If you're looking to get setup quickly and just review the key steps, you can use our step by step guide below!
Important When setting up SparkLayer, some activities take place via the SparkLayer Dashboard alongside Wix. You'll use the SparkLayer Dashboard primarily for setting up your B2B pricing and B2B customer rules.
When you create an account on SparkLayer, you'll get access to the SparkLayer Dashboard. The Dashboard has a customised onboarding process that gently guides you through all the necessary steps before you're ready to start inviting your B2B customers and taking orders on your website.
đ Connecting your Wix store This enables SparkLayer to connect to your Wix store and begin synchronising the information it requires.
âĄī¸ View in dashboardīģŋ
đ Setting up your B2B price lists You'll then set up the B2B price lists that you want your customers to see when they login. These can be automated or you can manually upload specific pricing. âĄī¸ View in dashboardīģŋ
đĒ Setting up your B2B customer groups You'll then set the ordering rules for your customers such as minimum order values, available payment methods and price lists they are assigned to. âĄī¸ View in dashboardīģŋ
â Testing & launching You'll then need to run through some final checks (such as placing a test order). Once you're happy, you can then launch SparkLayer and start taking orders! âĄī¸ View in dashboardīģŋ
Let's now dive into each of them!
Once you've installed the SparkLayer for Wix app this step of the onboarding process happens automatically. Once SparkLayer is connected to your Wix store, it will automatically synchronise product and customer data and then allow you to upload price lists and customise how you want your B2B customer rules to work.
Installing for the first time? When installing for the first time, the process works as follows:
- You'll need to install the SparkLayer app (much like you would any other app). You can do this within your admin by going to Apps and clicking App Market and then searching for SparkLayer.
- You'll then be asked to create an account on SparkLayer, or sign in if you already have one.
- Finally, you need to confirm acceptance of our billing plan within Wix to begin your free trial
Once the above is complete, you can then return back to the SparkLayer Dashboard to continue with the onboarding process. You can also access the SparkLayer app within your Wix store by going to the Apps and clicking Manage Apps and clicking the SparkLayer app where you'll find a summary of your onboarding process.
Please note Setting up your B2B pricing happens within the SparkLayer Dashboard, not via your Wix admin.
Within the Price Lists area of the SparkLayer Dashboard, you can create and manage your B2B pricing rules.
SparkLayer allows you to set the following pricing types:
Type | Details |
|---|---|
Manual | You can manually upload a CSV file with specific prices and even enable quantity pricing |
Automatic | You can use your Wix prices and apply a discount, e.g. 50% off Wix retail prices |
To get started, please following the below steps:
For any products that you want your B2B customers to be able to buy, these products must have unique SKUs assigned. You can check this by going to Catalogue > Store Products > Products and editing a product.
For regular products, you'll see the option to add a SKU within the Inventory and shipping section.
For products that have variants (e.g. colour, size), you'll need to edit a variant and add this within the Product variants section and ensure the setting "Manage pricing and inventory for each product variant" is turned on.
Next, go to Price Lists within SparkLayer and click "Create Price List" to create your first B2B Price list. You can choose between an automatic or manual price list and configure how this works.
Ready to set your pricing? To learn more about pricing, please see our full guide hereīģŋ.
Please note Setting up your B2B customer rules happens within the SparkLayer Dashboard, not via your Wix admin.
īģŋCustomer Groups let you configure specific rules for your customers, from defining their minimum order values and which price lists they see, through to what payment methods they're allowed to use when checking out.
Much like with Price Lists, you can fully manage this via the SparkLayer Dashboard.
To get started, please following the below steps:
Within Wix, go to Customers & Leads and click Contacts. You can either create a new customer or edit an existing one.
Please note Please ensure that a valid address is added and all address fields are populated. Make a note of the email address youâve added as you will need to access this to login.
To synchronise to SparkLayer, the customer must have a label of b2b assigned to them and be a Site Member.
You can set this up by clicking the Add Label button when editing a customer.
Please note the following on customer groups
- SparkLayer will only synchronise customers that have a label of b2b assigned
- If you have created additional customer groups within SparkLayer, please ensure that the labels are added to the contact record in Wix exactly as shown. e.g. b2b b2b-additional-group
- Customers must be set up as Site Members to be able to sign in to your online store.
- When adding a new label in Wix, please ensure that it is not subsequently edited.
Once your customers have been set up in Wix (i.e. those with a label of b2b), and you've assigned the customer group to at least one customer, you can then manage specific rules within the Customer groups area.
You'll see a default Base customer group that you can use for your B2B customers. If you want to set up additional rules, you can simply click Create Customer Group and configure accordingly. For any additional customer groups you create, you'll need to update the labels on the customer record in Wix to match (e.g. b2b and b2b-account)
To simulate logging in as a B2B customer, please see â Testing & launching below.
You can also check if your customer record is syncing by using the Customer Sync area of SparkLayer. Within Wix, navigate to a Contact record that has a label of b2b. Within the URL, you'll see a unique ID at the end of the URL. In the example below, the unique ID is 66b4c99a-3431-47d6-995d-309e4e8c5908
With this unique ID, you can then paste this into the Customer Sync area of SparkLayer. If the search results show the customer details, this confirms the customer is synchronosing correctly.
Ready to configure your customer groups? To learn more about customer groups, please see our full guide hereīģŋ.
Once you've logged into your Wix store as a B2B customer, you can then place an order by going to any product page and adding items to your order. When you add items, they will then appear in the My Cart Interfaceīģŋ and you can then proceed to checkout to complete the order.
How payment methods work
When customers reach the payment step, they'll see a variety of available payment methods and can select their preference.
Payment method | Description |
|---|---|
Payment on Account | đĒ For the B2B customer: This will allow the customer to checkout without needing to enter any payment details. |
Payment by invoice | đĒ For the B2B customer: This will allow the customer to checkout without having to enter in payment details. |
Pay Online by Card | đĒ For the B2B customer: The customer will be directed to your standard checkout process and will be required to make payment right away (e.g. by card or via another payment processor). This is sometimes referred to as "Pro-forma payment". |
Request for quote | đĒ For the B2B customer: The customer can submit their order without choosing a payment method. |
How orders arrive into Wix
Depending on which payment methodīģŋ you've selected, orders will arrive into Wix in the following ways:
Payment Method | Flow |
|---|---|
Pay by Invoice | The order will be created within Sales > Orders with a payment status of "UNPAID". You can then manually mark the order as paid once you have received payment (e.g. via offline means) |
Pay on Account | The order will be created within Sales > Orders with a payment status of "UNPAID". You can then manually mark the order as paid once you have received payment (e.g. via offline means) |
Pay Online by Card | The order will be created within Sales > Orders with a payment status of "PAID". You can then proceed to fulfil the order. Note: this is termed "Upfront Payment" within the Customer Groupsīģŋ area of the SparkLayer Dashboard |
Request for Quote | The order will be created within Sales > Orders with a payment status of "UNPAID". You can then manually mark the order as paid once you have received payment (e.g. via offline means) |
"Unpaid" orders and "Paid" orders
By default all payment methods other than Upfront Payment will be generated as "Unpaid" orders.
Wix checkout payment methods
If a customer selects "Pay Online by Card" (i.e. "Upfront payment"), they'll be directed to the Wix checkout. By default, they will see all Wix payment methods you have set up (e.g. card payment, Paypal, etc).
Additional order details
When an order is placed via SparkLayer, it will also include the following additional data:
Attribute | Notes |
|---|---|
tag | A tag of b2b is added to any order placed via SparkLayer. This is particularly useful for filtering and segmenting orders, or even adding more advanced automations |
When you install SparkLayer on your Wix store, the special SparkLayer widgets are automatically added to your product detail pages. There's no coding or configuration to do!
Once set up, your approved B2B customers (see above "Setting up your B2B customers") will then see your B2B pricing and can begin placing orders. You can learn more about how this works in our guide hereīģŋ.
Customising the branding (via CSS)
By default, the SparkLayer widgets will show with generic fonts and colours, however it is possible to "overwrite" the styling to better match your store by using special CSS rules.
There are a variety of ways to do this via Wix.
The final step is to run some tests and checks to ensure SparkLayer is fully configured. Within the SparkLayer Dashboard, you'll see a number of Launch checks to perform, from logging in as a B2B customer, through to placing an order.
We recommend following the below steps:
Set up a customer record Within your Wix admin, you'll need to ensure you have an example customer record set up (either a new one or an existing). Most importantly, a customer must be associated with a label of b2b and be a Site Member. Any customer that has a label of b2b will automatically synchronise with SparkLayer.
Place a test order Once you've logged in as a B2B customer (i.e. a customer with a label of b2b), proceed to add items to your cart and complete the checkout.
Please see "Placing a B2B order" above for more details on how this works.
Invite your customers When you're ready to invite your B2B customers to begin using your store, there are a variety of ways you can do this. One of the easiest ways is to use the built-in Wix messaging system to simply notify your customer to sign in and begin placing orders.
You can access this by going to your Wix Dashboard, clicking Customers & Leads and then Contacts. You'll see a tab called Inbox that allows you to send direct messages.
You could also think about sending a marketing newsletter to your customers to notify them of your new B2B store and to sign in. You can access this by going to your Wix Dashboard, clicking Customers & Leads and then Contacts. You can then search and filter your customers and click Send Email Campaign to send an email.
We also have some example messaging you can use when inviting your customers and you can explore more in our guide hereīģŋ.
In addition to the above setup, there are a number of other configurations that are possible at this time.
To troubleshoot the most common issues (such as issues with pricing), please see our guide hereīģŋ. You can also contact our support teamīģŋ and we'll be happy to assist.
Need assistance? We'd be happy to help guide you through this process. Please refer to our guide hereīģŋīģŋ
īģŋ