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Bibliothek / Formulare & Umfragen

Formulare & Umfragen

Shopify-Großhandelsanfragen aus einem Formular speichern und zur Prüfung per E-Mail versenden

Wenn ein Großhandelsantragsformular abgeschickt wird, findet oder erstellt es den Shopify-Kunden, markiert ihn als ausstehend, speichert die Antworten in seiner Notiz und benachrichtigt das Team per E-Mail.

Was sie bewirkt

## Collect and review Shopify wholesale applications ### Who it's for Shopify stores that sell wholesale or B2B. Shopify's B2B has no application form, so buyers email you and requests get lost. ### How it works 1. Wholesale application form is a hosted n8n form (link it from your store). 2. Settings holds every value you may change. 3. Find customer checks Shopify for that email. 4. Save customer in Shopify creates or updates the customer, adds the *pending* tag and stores the answers in the customer note (existing tags and notes are kept). 5. Email you sends the application with a button to the customer. 6. Confirm to applicant (optional) thanks the buyer. ### Setup 1. Create a Shopify app with scopes read_customers,write_customers, install it, add a Shopify OAuth2 API credential and select it in both Shopify nodes. 2. Add an SMTP credential to both email nodes. 3. Fill in Settings and activate. 4. Copy the form's Production URL and link it from your store (e.g. a "Apply for wholesale" page or menu item). ### Requirements Shopify store (any plan), SMTP. One execution per application.

Die Schritte

  1. Wholesale application form
  2. Settings
  3. Find customer
  4. Build Shopify customer
  5. Save customer in Shopify
  6. Build owner email
  7. Email you
  8. Confirm to applicant?
  9. Confirm to applicant

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