Manage, approve and notify your customers

Overview

After buyers submit your B2B Registration Form, their applications appear on the Manage registrations page. From here you can review, approve, reject, and manage all incoming B2B applications.

Go to Registrations in the sidebar.

Use the filter tabs at the top of the table to view registrations by status:

• All: shows every submission

• Pending: submissions awaiting your review

• Approved: customers you have already approved

• Rejected: submissions you have declined

You can also search by email address using the search bar.

1. Approve a registration

Click the Approve button to a pending registration.

You can also open the registration by clicking on the Edit button and click Approve.

You have two scenarios with two options:

Scenario 1: You are using Customer Groups

• Approve: creates a B2B account and sends an approval email to the customer

• Approve & add to Customer Group: approves the customer and adds them to a Customer Group you created before

Scenario 2: You are using Company accounts

• Approve: creates a B2B account and sends an approval email to the customer

• Approve & add to existing company accounts: approves the customer and adds them to a Company account you have created before

If you choose the second option, you will need to assign Role to the one you just approved after choosing company account for them. Use the dropdown bar to choose Role.

If the customer's email already exists in your Shopify store, B2Bridge will ask you to confirm before overwriting their account details.

Click the Reject button next to a pending registration. A confirmation modal appears to confirm to reject. A rejection email is sent to the customer if you have that notification enabled

2. Notify your customers

Go to Settings > Email notifications:

In Email notifications > Registration Form emails, make the changes here:

To further edit the emails, click on the Edit button, you'll find the email edit section where you can edit all 5 emails.

3. Manually create customers

From Registration section, find Add customer.

In Add customer, you 1st choose the form and fill out the information accordingly.

4. Import customers

This is ideal if you already have an existing customer list and want to onboard them quickly.

From the Add customers dropdown, select Import customers.

In the pop-up, select the form you want to use for the import, then click Continue. The selected form defines which fields will be included in your import file.

Click Download a sample file to get a template. This file is automatically generated based on your form. For example, if your form has 5 fields, the CSV will contain the same 5 columns.

Fill in your customer data following the format in the sample file and save it as a .csv.

Click Add file, upload your completed CSV, then click Save to complete the import.

Your customers will now be added according to the selected form settings.

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Need Help?

If you have questions or run into issues while using any feature, we're here to help.

• 💬 Start a Live Chat with our support team directly from your B2Bridge dashboard.

• 📧 Email us at [email protected] and we'll get back to you as soon as possible.