Account banners

Account banners are two small blocks that Sami B2B Onboarding adds to the pages buyers already visit in their customer account. A banner on the Orders page and a line on the Profile page tell each buyer what to do next: apply, answer your request, or manage their company. In Shopify’s editor both blocks appear under one name, B2B account banners.

Note

Add the Company application page and the Company self-service page too. The banners link to them, for example when your form has no page on your store or when an approved buyer clicks Manage company.

Add the banners

You place the block twice: once on the Orders page and once on the Profile page.

1. Open the checkout and accounts editor

   In the app, go to Settings › Customer accounts. In the Extensions card, click Add blocks in Customer accounts. Shopify opens its checkout and accounts editor.

2. Add the banner to the Orders page

   In the editor’s list of app blocks, under Sami B2B Onboarding, click + beside B2B account banners and choose Orders. Shopify puts the block at the top of the page’s Main section, above the order list, so buyers see it as soon as they open their orders. To move it, open the Sections list and drag it.

   

   The banner sits above the order list, where buyers see it as soon as they open their orders.

3. Add the block to the Profile page

   Click + beside B2B account banners again and choose Profile. On this page it shows as a single line among the profile’s cards.

4. Save and check the status

   Save your changes in the editor. Back in the app, open Settings › Customer accounts and click Refresh statuses (the circular arrow). Account banners shows Active.

   Active appears as soon as the block is on one of the two pages, so check that you placed it on both.

What the banner on the Orders page shows

The buyer…	What they see
Hasn’t applied and isn’t a company contact	“Buying for a business?” with “Apply for a business account to see your own prices and payment terms. If your company already buys from us, ask your company’s admin to add you instead.” and an Apply for a business account link to your form page.
Has applied	Their application status, the same as on the Company application page, for example “Your application is being reviewed”.
Was asked for more information, or rejected with Let them update it and send it again	The status and an Update your application link to your form page, reopened on their application.
Already buys for a company	No banner.

Buyers can close the banner. An application a buyer sent as a guest shows once they sign in with the same email address.

Buyers who haven’t applied are invited to, straight from their orders.

What the block on the Profile page shows

Every signed-in buyer gets one line on the Profile page.

The buyer…	What they see
Is a company contact with the Location admin role	“Update your company’s details, addresses and team in one place.” and a Manage company button.
Is a company contact with another role	“See your company’s details and who else can order for it.” and a Manage company button.
Has applied	Their application status, with an Update your application button when there’s something for them to do.
Hasn’t applied	“Buying for a business?” with the same message as the Orders banner and an Apply for a business account button.

Manage company opens the Company self-service page.

Approved buyers reach their company’s self-service page from their profile.

Change the wording

The banners’ sentences and buttons are in Settings › Translate. Open your default language (Edit) to reword the English, or another language (Translate) to translate it. Choose Storefront messages and find the Customer account pages card. The banner rows include:

Row	Default wording
Apply prompt heading	Buying for a business?
Apply prompt message	Apply for a business account to see your own prices and payment terms. If your company already buys from us, ask your company’s admin to add you instead.
Apply link	Apply for a business account
Update application button	Update your application
Company card message, admin	Update your company’s details, addresses and team in one place.
Company card message, contact	See your company’s details and who else can order for it.
Manage company button	Manage company

The status rows start with “Status heading” and “Status message”. The Company application page uses them too, so a change shows in both places. See Translate.

Next steps

• Company application page — the page the banners link to when your form has no page.
• Company self-service page — what Manage company opens.
• Request more information — how a buyer gets an Update your application link.