How to Enable Email Notifications for Shopify B2B Signup Forms
Let's delve into the process of setting up a B2B email notification for your reseller signup form.
If you're running a B2B store on Shopify, you'll probably want to setup a sign-up form to capture new B2B resellers. In a previous post, we showed you how to setup a B2B form in Shopify. While the form was super handy, it didn't support email notifications... until now.
Shopify has added native email notifications to the Shopify Forms app and service. Combined with B2B, this is a great solution for handling your sign-up forms. Let's review how to configure this within your Shopify store. Check out the tutorial video and read below for more information about the process.
Sophisticated Shopify merchants engage in B2B (Business-to-Business) sales. B2B transactions are where products or services are sold from one business to another, as opposed to selling directly to individual consumers. This is a lucrative market segment, allowing you to cater to the needs of other businesses. This includes things like bulk orders, custom pricing and specialized products. If you're on Shopify Plus, you can tap into the native B2B features to establish long-term business relationships. One way to get started with B2B customers is to create a sign-up form on your Shopify Plus site to capture prospects.
Creating an effective B2B signup form for your Shopify site is a crucial step for streamlining your B2B operations. Luckily Shopify introduced the Shopify Forms App to help with the creation of embedded forms on the site. The Forms app enhances the overall functionality of your Shopify store and enables direct communication with potential clients. Simply install the app and use the native form builder to create custom fields and designs. Watch our previous video to learn how to setup your B2B Shopify Form.
The Shopify Forms app is an easy way of generating forms however, it used to lack proper notifications. Luckily, that is no longer the case! You can now turn on email notifications that send an alert whenever a new form is submitted. The email notifications are automatically sent to the store owner. The email includes all form data created by the submission. All it takes is one click! Watch the video above (or on YouTube) to see how easy it is. Simple navigate to your Forms app and scroll to the Email Notification card:
Once the form is enabled, the store owner will recieve all notifications from the submission. The email will contain the fields present in the form. This includes any custom created and native fields. In a B2B capacity, the form allows the store owner to approve the resellers before they can access the B2B site.
Creating an effective B2B signup form for your Shopify site is a crucial step for streamlining your B2B operations. Luckily Shopify introduced the Shopify Forms App to help with the creation of embedded forms on the site. The Forms app enhances the overall functionality of your Shopify store and enables direct communication with potential clients.
Setting up notification triggers is important for you to quickly react to new submissions or potential new partners. You can configure the app to send notifications whenever someone signs up. This immediate engagement will help with customer satisfaction and increase the chances of conversion. A swift response to a signup demonstrates a commitment to customer service. In the B2B sector, establishing trust from the outset is crucial. Prompt responses will set a positive tone for the relationship and instill confidence in your business.
Implementing a B2B signup form and email notifications on your Shopify site is a comprehensive approach to managing your B2B customers. B2B commerce is a strategy that can catapult your business to new heights. Adopting digital B2B commerce strategies can give your business a competitive edge, helping you stay ahead of the curve.
If you're looking to harness the power of B2B commerce, we're here to help. We are dedicated to providing top-notch B2B services, helping businesses like yours navigate the world of B2B commerce with ease and efficiency. Contact us today!