How to Build a Shopify B2B Company Account Request and Onboarding Workflow

Shopify B2B allows merchants to manage wholesale customers through Companies, Company Locations, and Company Contacts. But before a business becomes a B2B customer, merchants often need to collect an application, verify business information, approve the request, and create the appropriate Shopify B2B Company. With Simply Forms, you can build a B2B company account request formContinue reading “How to Build a Shopify B2B Company Account Request and Onboarding Workflow”

How to Create an Effective Shopify Contact Us Page

A Shopify Contact Us page gives customers a reliable way to ask questions, request support, and contact your business when they don’t need an immediate live-chat response. An effective Contact Us page should do more than collect a name, email address, and message. It can recognize returning customers, auto-fill known information, collect details related toContinue reading “How to Create an Effective Shopify Contact Us Page”

Let Customers View Their Shopify Form Submission History

Customer Submission History in Simply Forms lets logged-in customers view their previous form submissions directly on your Shopify storefront. Instead of contacting the merchant to check what they previously submitted, customers can return to the form page and review their own submission history. Why Show Customers Their Previous Submissions? Many forms represent an ongoing interactionContinue reading “Let Customers View Their Shopify Form Submission History”

Automatically Register Shopify Customers from Form Submissions

Customer Auto-Registration in Simply Forms lets you automatically create a Shopify customer profile when a guest submits a form. By mapping form fields such as name, email, phone and address to Shopify customer fields, Simply Forms can associate the submitted information with a Shopify customer instead of keeping it only within the form submission. HowContinue reading “Automatically Register Shopify Customers from Form Submissions”

How to Auto-Fill Customer Information in Shopify Forms

Customer Profile Autofill in Simply Forms automatically fills mapped form fields with information from a logged-in customer’s Shopify profile. Instead of asking returning customers to enter information such as their name, email, phone number and address every time they submit a form, Simply Forms can use the information Shopify already has for that customer. WhatContinue reading “How to Auto-Fill Customer Information in Shopify Forms”