Assigning Customer Tags

Rivio B2B Registration Forms can automatically assign a tag to a Shopify customer when their registration application is approved. This makes it easier to identify and organize customers based on their application type.

For example, you can use a wholesale tag for customers who are approved through a wholesale registration form.

How Customer Tags Work

When a customer submits a registration form and their application is approved:

1. The application is reviewed in the Submissions section.
2. The application is approved.
3. Rivio B2B Registration Forms creates the Shopify customer, if configured.
4. The configured tag is automatically added to the customer.
5. You can view the tag from the customer's Shopify profile.

Example

Suppose you have a Wholesale Application form with the approval tag set to:

wholesale

When an applicant submits the form and you approve their application, the app can automatically add the wholesale tag to their Shopify customer profile.

This allows you to quickly identify customers who have been approved as wholesale buyers.

Why Use Customer Tags?

Customer tags can help you:

• Identify approved wholesale customers.
• Organize customers by registration type.
• Create customer groups based on their application.
• Make it easier to manage B2B customers.
• Use tags for Shopify customer management and workflows.

Example Approval Workflow

Step 1: A customer submits your wholesale registration form.

Step 2: Open the application from Submissions.

Step 3: Review the applicant's business and contact information.

Step 4: Click Approve.

Step 5: The app creates the Shopify customer and assigns the configured customer tag.

Step 6: Open the customer in Shopify Admin to see the assigned tag.

Keep Your Customers Organized

Using automatic tags helps you keep your Shopify customer list organized without manually adding tags after every approval.

For example, you can use tags such as:

• wholesale
• retailer
• distributor
• trade
• vip

Choose tags that match your registration forms and customer categories.

Summary

Assigning Customer Tags allows Rivio B2B Registration Forms to automatically categorize approved customers in Shopify. By assigning a relevant tag during the approval process, you can easily identify and manage customers based on how they registered with your business.