Shopify B2B Registration & Login

introduction when you’re setting out to build and implement your b2b ecommerce store, one of the most integral elements is the b2b registration and login area the b2b registration flow is simply a way to allow prospective customers to register with your website and to typically have some variety of “moderation” process built in that also you to verify their details before granting access we've set out a number of ways you can approach this, read on to learn more! b2b login and register page need help setting this up? our team is happy to setup the b2b login and register page on your shopify store docid\ nnuw1g9z7eaj4m78vk7t9 and we'll action this for you! when sparklayer is used with shopify, the existing shopify login functionality is used whereby a customer can sign in with an email address and password via the /account url (e g www yourstore com/account ) since your standard (dtc) customers will also use this page, you may want to adapt it or even direct your b2b customers to a different page on your website you can see this setup on our https //standalone demo sparklayer io/ to set this up on your own shopify store, you can use our ready made functionality by following the guide below once setup, customers can access a url of /pages/b2b login to login or apply for access to get started, please follow the steps below add the code samples you'll need to create two new files within your shopify theme codebase within the /sections/ directory, create a file named main b2b login liquid and https //gist github com/cm sl/c725a1de3c926257f9f81ee5fc70a029 within the /templates/ directory, create a file named page b2b login json and https //gist github com/cm sl/1c18244e75ed401b217f15eb1c9d6308 should you wish to make code changes, you can simply edit the contents of these files within your shopify theme create a page within your shopify store next, you'll need to create the page within your shopify store once setup, it'll allow users to access the page via /pages/b2b login within your shopify admin, go to online store > pages and click "add new" create a new page with title " b2b login' and within "search engine listing " ensure it has a url handle of b2b login (it should do this automatically) under "templates", assign the b2b login template to the page customize and visit the new page you can edit how the page looks and functions by going to online store > themes and click the " customize " button search for b2b login to begin making changes you can customise nearly all areas of the page such as colours, form fields, text, and more to see how the page works, in your browser, visit www yourstore com/pages/b2b login and you should see the new login page customising the registration process you can customise how you want applications to work within the customizer tool of your shopify store to get started, go to online store > themes and click the "customize" button it's possible to select from 3 options option details send an email to the store owner this will send an email to the store owner of the shopify store embed custom contact form this allows you to embed a third party form (e g an app, see below) go to new page url this allows you to direct customers to a new page url where you may have an existing application form send an email to the store owner the login page allows prospective customers to apply for an account and is set up to use the https //help shopify com/en/manual/online store/themes/os/customize/add contact form to trigger an email when a customer fills in this form, an email will automatically be sent to the shopify store's email address and include any additional fields you've added the email will typically have a subject of "new customer message on \[date of submission]" please note when this form is filled in, it will not automatically create a customer record in your shopify store you will need to manually create the customer by going to your shopify admin and going to the customers section you can then proceed to invite your new customer by following docid\ yufghegoxe h7ujfcshna adding custom fields is simple, and you can customise the fields exactly as you need to add new fields, within the customizer tool, under login page, select "form field" you can then specify the name of the field and the default text you wish to show please note the form created uses the standard https //help shopify com/en/manual/online store/themes/customizing themes/add contact page and in rare instances, you may not receive emails when a form is submitted (e g your email recipient address is bouncing or being blocked by shopify) if you do experience this issue, we recommend speaking directly to shopify support, noting that your store's contact form isn't working as expected embed custom contact form if you'd prefer to use a custom form to manage applications to your b2b store rather than the shopify contact form, you can enable this via the customizer simply select the "embed custom contact form" from the "form action" menu and paste in your contact form html code if you're using an app such as docid\ dnlrilah33z o2zhptopw you can simply paste in the shortcode you can find this by editing the form in helium customer fields, clicking installation , and clicking other locations go to new page url if you'd prefer to not include an application form on this page, you can instead direct the user to a specific page url for example, you may have an existing registration page on your store or a url on a different website address simply select the "go to new page url" from the "form action" menu and specify the url within the "redirect url" field important notes & considerations please note the following the example login and registration page detailed above is essentially standard shopify code and is not technically part of the sparklayer app it is built using best practice shopify liquid code and standard css and can easily be modified by a shopify developer the built in registration form uses the standard shopify contact form system it is no different to adding a generic contact page to your shopify store and as such is technically a form supported by shopify (and not sparklayer) if a customer submits the login form with incorrect credentials (e g an incorrect email and/or password), the page will redirect to the standard shopify login page with the standard validation to notify the customer that their login details are incorrect b2b registration apps (third party) to really customise the registration process on shopify, you may want to consider installing a form builder app to allow you more control over the experience a highly popular app is https //app customerfields com/billing/referral?code=sparklayer , and it's powerful functionality allows you to tailor the form fields you capture, moderate applications, and even customise the notifications you can learn more about how helium customer fields works in docid\ dnlrilah33z o2zhptopw inviting & activating b2b customers to begin inviting and activating b2b customers, please see docid\ yufghegoxe h7ujfcshna forcing customers to login if you're wanting to restrict your entire website to be locked down until a customer successfully logs in, you can do so by editing the theme liquid file within your storefront theme we've included an example on how to setup this up and works as follows code is added to the theme liquid file for logged out users, all visitors are redirected to the account login page /account/login for logged in users and those tagged with b2b , they'll then be able to view the entire website as normal {% if customer metafields sparklayer authentication %} {% else %} {% if request design mode %} {% else %} {% if template contains 'customers/' or request path == '/challenge' or request path == '/pages/contact us' or request path == '/pages/b2b login' or request path == '/pages/about us' or request path == '/pages/terms and conditons' %} {% else %} {% endif %} {% endif %} {% endif %} b2b onboarding page a great way to encourage your customers to use your new b2b store is to explain the benefits to help you get started, you can use our ready made "onboarding landing page" that gives a great overview of the features to your customers to install the onboarding landing page, please follow these steps in shopify, go to online store and click pages (or https //admin shopify com/pages ) click the "show html" button and then paste in the https //gist github com/cm sl/47d750425f90d527e1210efe3735dc7f you can then customise the page title, url, and any of the content as required we recommend give the page a url of b2b onboarding finally, set the page to " visible " to publish it on your store and you can then click " view " to see the page to make customers aware of your new page, you could add this to your website navigation (such as your website header or footer) if you're using our ready made docid\ gfc0uw7mjnmnpnno6edrl you can also link to the page from there b2b activation emails depending on how your shopify accounts are set up, you can also customise the activation emails that your b2b customers receive when you invite them to your shopify store learn more in docid\ faw11uwvek1kn06woxik0