Overview
Provide an alternative sign up form to your customers. Designed for B2B and wholesale, Advanced Sign Up can be used to capture additional details about a new customer and put their access on hold until they are approved by you. The new signup form asks customers for relevant information so you can evaluate whether you want to accept the signup as a customer to your organization. If you are happy, you can accept their registration as part of an approval workflow, granting them access to your site. Approved users are emailed, inviting them to log in and browse your site. Advanced Sign Up is best used in conjunction with related B2B features, such as typing new customers as companies and restricting access to your site unless they are logged in.
Key Benefits
- An alternate or replacement customer registration form, ideal for B2B and wholesale use cases
- Funnels new users into an approval process, typically preventing browsing and purchasing until you approve them
- Complementary with other B2B features
- Includes two new email templates — one for pending registrations, and one for new approvals
Customizable Behavior
- Configurable custom fields so you can choose what information you want to collect
- File attachment during registration, for easy upload of supporting documentation
- Manual and automatic approval processes
- Post-approval assignments, such as role and price level
- Customizable email templates
- Customizable messaging