Company application page

The Company application page is a page in your customer accounts made by Sami B2B Onboarding. A buyer who hasn’t applied yet finds a button to your application form there. A buyer who has applied sees where their application stands. A buyer who already buys for a company is sent on to their company.

The page doesn’t show the form itself. Its button opens the form’s own page on your store, so buyers get the form exactly as you designed it. A buyer signed in to their account stays signed in on your store, so the application is filed under their account.

Note

Before you start, make sure your store uses Shopify’s customer accounts (Shopify admin › Settings › Customer accounts), and that at least one application form is published. See Create and publish a form.

Add the page to customer accounts

1. Choose which form the page opens

   In the app, go to Settings › Customer accounts. In the Company application page card, open Form:

   • Default form (Wholesale application) follows your default form. If you later make another form the default on the Forms page, the button follows it.
   • Pick a form by name to always open that form, even if you change your default. Only published forms are listed.

   Under the box, The button opens shows the address of that form’s page on your store. Click it to check the page. If you changed Form, click Save in the save bar.

   

   The button on the account page opens this address, in the buyer’s language where your store has it.

2. Open the checkout and accounts editor

   In the Extensions card above, click Add blocks in Customer accounts. Shopify opens its checkout and accounts editor, at the list of app blocks.

3. Add the Company application page

   In the editor’s list of app blocks, under Sami B2B Onboarding, click + beside Company application and choose Accounts. The new page opens in the editor, with a note that customers can’t reach it until it’s in a menu.

   On the note, click Add to menu. If your store has no customer account menu yet, click Create menu instead. Shopify asks you to save your changes first: click Save. In Edit menu, the page is listed as Company application. Click Save to add the link, so buyers can open the page from their account. If you skip the note, save your changes in the editor and add the link later in Shopify admin under Content › Menus.

   

   Click + beside Company application, then add the new page to the customer account menu.

4. Check the status in the app

   Go back to the app, open Settings › Customer accounts and click Refresh statuses (the circular arrow) in the Extensions card. Company application page now shows Active.

5. See it as a buyer

   Sign in to your store’s customer account with a test email that hasn’t applied and isn’t a company contact. Open the account menu and choose the page you linked. You see the heading of your form, the message “Our application form is on our store. You stay signed in, and we’ll link your application to this account.” and an Open the application form button.

What buyers see

The page changes with the buyer’s situation.

The buyer…	Page heading	What the page shows
Hasn’t applied yet	Your form’s heading and description, or “Apply for a business account” when the form’s header is hidden in the builder	The message above and an Open the application form button.
Has applied, under review	“Business account”	“Your application is being reviewed” with “We’ll email you when it’s decided. Reference …”.
Was asked for more information	“Business account”	“We need a little more from you” with what you asked for (“Please send us: …”), your message, or “Please check your email for what we still need.”, and an Update your application button.
Was rejected, with Let them update it and send it again	“Business account”	“Your application wasn’t approved”, your message or “You can update your application and send it again.”, and an Update your application button.
Was rejected, application closed	“Business account”	“Your application wasn’t approved” with your message or “Get in touch if you think this was a mistake.”
Sent an update	“Business account”	“Thanks — we’re reviewing your update” with “We’ll email you when it’s decided. Reference …”.
Is approved	“Business account”	“Your business account is open” with “You can now order at your business prices.”
Already buys for a company	“Business account”	“Your business account is open” and “You already buy on behalf of Acme Supply Co.”, with a Manage company button that opens the Company self-service page.

Under the status of any application, a box lists the company name, the reference and the date the buyer submitted. An application a buyer sent as a guest shows here once they sign in with the same email address.

Update your application opens your form page with the buyer’s earlier answers filled in and what you asked for at the top. See Request more information.

If no application form is published, or the form has no page on your store, the page says “The application form isn’t available right now. Please contact the store.” When no form is published, the Company application page card in Settings warns you too.

Once a buyer has applied, the page shows where the application stands and the reference to quote if they contact you.

What happens on the form page

When the buyer clicks Open the application form, your form page opens in their language where your store has it. Because they are signed in:

• The form says “Signed in as … We’ll link this application to your account.”
• Their email is filled in from their account and can’t be changed. The form shows no captcha.
• After they submit, the thank-you screen has a Go to your account button, and the page in their account now shows the application.

A signed-in buyer who has already applied, or who already buys for a company, sees where they stand on the form page instead of a blank form. See After the buyer submits.

Change the wording

The page’s 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. This page’s rows include Application page heading, Application page message, Open application form button and Application form unavailable. The rows starting with “Status heading” and “Status message” are shared with the account banners.

For a buyer who hasn’t applied yet, the page heading is your form’s own heading. Change it in the form builder. See Translate.

Next steps

• Account banners — invite buyers to apply from their Orders and Profile pages.
• Company self-service page — add the page that Manage company opens.
• Ask buyers to log in before applying — accept applications from signed-in customers only.