Wholesale Signup and Wholesale Approval Flows

Owned by Hunter Schaeffer
Last updated: Oct 12, 2022
2 min read

About

This document describes the Wholesale Signup and Wholesale Approval process for storefronts via the Storefront Communications. This replaces the legacy wholesale signup/approval email configuration.

Configuring the Flow

The Wholesale Signup email goes out immediately after the customer successfully submits the wholesale signup form signup, but before the merchant approves them.

This way we will know which tier they are signing up for in order to select an appropriate email.

Instead of using the legacy Configuration located at:
Main Menu → Configuration → Email Notifications → Wholesale Signup/Approval

Navigate:
Main Menu > Storefronts > Choose storefront host > (Storefront Menu) Flows > Click 'New Flow' button

The StoreFront Communications system has flow triggers for:

  • Customer Wholesale Signup

  • Customer Wholesale Approval





These triggers can be filtered down to specific tiers or apply to all tiers.

 

The recommendation would be to have the customer signup for a default pricing tier, and have a single flow trigger that applies to all customer wholesale signups.

Then, once you select their final pricing tier and approve them, you can have separate flows that are pricing tier specific to have pricing tier specific messaging.