Customer Fields

introduction ​ customer fields https //app customerfields com/billing/referral?code=sparklayer is a leading custom form solution built by helium https //heliumdev com/ that allows shopify merchants to easily create powerful online forms for their shopify store the solution offers a suite of tools to improve the customer sign up experience that can be adapted for specific merchant's needs for merchants using sparklayer, customer fields is a great option if you're looking for a way to moderate your wholesale application process so customers don't get access until you approve them a way to automatically tag applications to save you manual actions (e g with a way to customise what form fields you collect for a faster approval process, e g address, company size, document uploads want to see helium customer fields in action with sparklayer? watch the explainer video below read on for a step by step guide on how to set up your wholesale form with customer fields! before you start please note, your shopify store must already have the customer fields app https //app customerfields com/billing/referral?code=sparklayer installed before following the below guide want to see it in action? test it out on our b2b demo store https //demo sparklayer io/pages/b2b login register ! step by step process step one name the form first, name your form something easily recognizable by you/your team (e g “b2b registration ”) step two choose account options account options determine when a customer account is created in shopify we recommend choosing the “ require account approval ” option to ensure wholesale customers are only added to your store after you review their information and verify they are valid wholesale customers if you choose to require account approval, you can also configure email templates to send to both approved and rejected wholesale customers step three choose the wholesale form template select the“ b2b/wholesale ” form template, which includes fields commonly used by other wholesale stores step four customize your form once you’ve made your selections, you will be redirected to the form editor tab review the fields included in the form, and make it your own by adding your own fields or deleting fields that you don’t need this template is a multi step form divided into small segments, but you can drag fields between form steps as needed step five auto tag customers click on the rules tab, and you should see the “ auto tag customer… ” rule already in place if you enabled account approval in step two, this rule will add the “ wholesale ” and “ b2b ” tags to all approved customers sparklayer uses the “ b2b ” customer tag to show their interface to customers, but you can delete the “ wholesale ” tag step six choose where to install your form select a theme and choose where to install your form we recommend testing on a duplicate https //heliumdev com/blog/shopify duplicate theme of your live theme to make sure things look good before you go live depending on how your store is set up, you can choose to have the wholesale registration take over the default shopify registration form (example com/account/register) or set up your form on a different page (such as example com/pages/wholesale) keep in mind that you will need to link prospective wholesale customers to this form (typically a link in the footer or in a dropdown menu from the header) once you’ve saved and installed the form on your theme, you are ready to start collecting wholesale registrations!