Assigning Company Tags

Rivio B2B Registration Forms can help organize approved B2B companies by automatically assigning a tag when a registration application is approved. This makes it easier to identify and manage companies based on their registration type or business relationship.

For example, you can assign a wholesale tag to companies approved through a wholesale registration form.

How Company Tags Work

When a business submits a registration form and the 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 company, if company creation is enabled.
4. The configured company tag is assigned to the company.
5. You can view and manage the tag from the company's Shopify profile.

Example

Suppose you have a Wholesale Application form and configure the approval tag as:

wholesale

When a business submits the form and you approve its application, the app can automatically assign the wholesale tag to the Shopify company.

This makes it easy to identify companies that have been approved as wholesale businesses.

Why Use Company Tags?

Company tags can help you:

• Identify approved B2B companies.
• Organize companies by registration type.
• Separate wholesalers, retailers, distributors, or other business types.
• Make company management easier.
• Support customer segmentation and internal workflows.

Example Approval Workflow

Step 1: A business submits your B2B registration form.

Step 2: Open the application from Submissions.

Step 3: Review the submitted business information and supporting documents.

Step 4: Click Approve.

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

Step 6: Open the company in Shopify Admin to view the assigned tag.

Example Company Tags

You can use tags that match your business requirements, such as:

• wholesale
• retailer
• distributor
• trade
• vip

Choose clear and consistent tags so your team can easily identify different types of B2B companies.

Keep Your B2B Companies Organized

Automatic company tags reduce the need to manually categorize companies after every approval. Once an application is approved, the appropriate tag can be applied as part of the onboarding workflow.

Summary

Assigning Company Tags helps you automatically categorize approved B2B companies in Shopify. By assigning relevant tags during the approval process, you can keep your companies organized and make it easier to manage different types of B2B customers.