Customer Registration Form
You can have multiple Customer Registration Forms to onboard different types of customers.
Learn how to create additional registration forms and add them to your store below.
Overview
Customer Registration Forms are how new customers can request an Account to order from your store. What type of Account and the information needed will depend on how you configure your registration forms.
You can find your registration forms in Web Settings > Customer Settings > Account Request/Registration
You must choose the Account Registration Type and Default Customer Group Assignment for all registration forms. Whether approval is needed before the Account is created, or if email confirmation by the customer is required, can also be set for each.
Adding Customer Attribute to your Registration Forms
Customer Attributes allow you to add custom fields to Customer Registration Forms.
Go to Customers > Attributes > Create New Attribute > Forms, check the box on the Forms to which you want to apply the New Attribute.
You may also uncheck these boxes on attributes you wish to remove from the Forms.
Additional Customer Registration Forms
You can create multiple registration forms to allow different approval flows for each type of customer.
In Web Settings > Customer Settings > Account Request/Registration, there is a default Customer Registration Form. Click Add Customer Group Form to begin setting up your additional registration form.
- Choose which Customer Group these registrants will belong to.
- Decide what type of Account the customers are registering for.
- Opportunity, Lead and Account will not require approval before creating the Opportunity or Lead. But you can use Leads and Opportunities to move customers through the onboarding process until they are converted into an Account.
- If customers are registering as a Contact then you must decide if they should be approved before being allowed access.
- Define the Registration URL. We will use this when creating our links in a later step.
- Specify if an alert should be sent when a customer requests an account, and who it should be sent to.
- Customize your Registration Page Message.
Updated 2 months ago