Manage, approve and notify your customers

If you have a B2B registration form on your store, you'll need a place to manage all of your registrations. Especially if your form requires you to manually approve every registration.

1. Manage and approve your customers

From our app, head to Registration Forms

You can also open the registration to view the details by clicking on the button:

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 , you'll find the email edit section where you can edit all 5 emails.

3. Manually create customers

From the same button group, 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.