Creating Shopify Customers Automatically

Rivio B2B Registration Forms can help simplify your customer registration process by automatically creating a Shopify customer when an application is approved.

Instead of manually creating a customer account after reviewing each application, the app can use the submitted information to create the customer in Shopify.

How Automatic Customer Creation Works

The process is simple:

1. A customer submits a registration form from your Shopify store.
2. The application is received in Rivio B2B Registration Forms.
3. You review the submitted information.
4. Once you approve the application, the app creates a Shopify customer using the applicant's information.
5. The customer can then be managed from your Shopify Admin.

This helps reduce manual work and keeps your customer information organized.

When Is a Shopify Customer Created?

A Shopify customer is created when the submitted application is approved, based on the form's configured workflow.

This means you can review an applicant before creating their customer record in Shopify.

For example, if a retailer submits an application:

• The application appears in your submissions.
• You review the retailer's business information.
• You approve the application.
• The app creates the Shopify customer.
• You can manage the customer from Shopify Admin.

What Information Is Used?

The customer record can be created using the applicant information collected through the registration form.

Depending on the fields included in your form, this may include information such as:

• First name
• Last name
• Email address
• Phone number
• Company or business information
• Address details

Make sure your form collects the information you need before enabling the approval workflow.

Benefits of Automatic Customer Creation

Automatically creating Shopify customers can help you:

• Save time by avoiding manual customer creation.
• Reduce data entry errors.
• Keep customer information organized.
• Speed up the application approval process.
• Move approved applicants into your Shopify customer management workflow more efficiently.

Example Workflow

Let's say a retailer wants to become a wholesale customer.

Step 1: The retailer completes your wholesale registration form.

Step 2: The application appears in the Submissions section.

Step 3: You review the retailer's business information and supporting documents.

Step 4: You approve the application.

Step 5: Rivio B2B Registration Forms automatically creates the Shopify customer.

You can then manage the newly created customer from your Shopify Admin.

Important Note

Automatic customer creation is intended to make the approval process easier. Before approving an application, review the submitted information carefully to make sure the applicant meets your business requirements.

Summary

Creating Shopify Customers Automatically helps streamline your registration workflow by creating a Shopify customer when an application is approved. It reduces manual work, keeps customer information organized, and makes it easier to move approved applicants into your Shopify customer management process.