Change the Email That Receives New Wholesale Applications

Every time a buyer submits your wholesale registration form, BSS B2B Solution can email you a “New application” message. You choose the address (or addresses) that receive it in the Email templates tab of Registration Forms.

Change the recipient

1. In BSS B2B Solution, go to B2B customers > Registration Forms.
2. Click Email templates.
3. In the list, find New application (to you). The Send to column shows Store owner (You).
4. Click the row, or open the actions menu and click Edit email.
5. In the Send to field, type the new address and press Enter. Click the x on an old address to remove it.
6. Click Save.

Send to more than one person

You can add several addresses to Send to. The first address is the main recipient. The other addresses get a copy (BCC), so your sales team can see each application without forwarding.

Turn the email on

The email is sent only when its switch in the Status column is on. To turn it on, the Send to field needs at least one address. If it is empty, the app asks you to add a recipient first.

Check that it works

• In the actions menu of the row, click Send test email and enter an address. This option shows only when your store has a plan.
• To follow every email the app queues, click Manage email delivery on the Email templates tab. Each application shows a row of type New application (to you). See Email delivery history.

Good to know

• This setting only controls the message sent to you. Emails to applicants (approved, rejected, under review) go to the applicant’s own address. See Manage, approve, and notify your wholesale customers.
• Want to send these emails from your own domain? See Email sender.
• You can also approve or reject straight from the notification email. Add the Approve/reject customer action in the same template.

Note

If you need further assistance, please feel free to reach us at [email protected] or Live Chat.