Articles on: BSS B2B Solution

B2B Solution | Important steps to get your B2B/Wholesale Registration Form functional quickly

We have already published our user guide of Registration Forms that you can check here: Registration Forms guide. However, working with many different clients, we notice that they are still confused on the big picture and normally forget some steps.


In this article, we will guide you again how get your b2b/wholesale registration form ready and functional quickly.


  1. Setup registration form and URL
  2. Setup email notifications
  3. Setup and verify sender email


#1 Setup registration form and URL

  1. At the moment, our app provides 2 different forms which are Wholesale Form (can work with both Legacy Account and New Customer Account type) and Multi-steps Form (can only work with new Customer Account Type). Please check this article to pickup the best form type for your store: Wholesale Registration Form vs Multi-steps Form.
  2. Once you have you decision, you need to start configuring your form fields, form URL and other configs of the form under Customer management > Registration Forms > Configuration.

  1. And don't forget to tick on Email notification for approved/declined customers to get notifications of all registration stages such as pending, approved or rejected.



#2 Setup email notifications

  1. If you use our email notifications in the app
  • Customer management > Registration Forms > Email configuration is where you can setup your email configurations.

  • If you are on New Customer Account type, you don't need to enable the Activate your account email.
  • If you are on Legacy Account type, you can enable the Activate your account email in order existing emails to activate their accounts and set their passwords.


  1. If you don't want to use our email notifications in the app, you can integrate and use email templates from Klaviyo
  • Please integrate with Klaviyo here


#3 Setup and verify sender email

This is a very important part that many users miss or get confused. Also, this steps help to send email notifications properly under your own email server.


  1. First, please follow this user guide to know how to setup your sender email: Sender Email guide.
  2. After you've confirmed your sender email, pls navigate to Advanced Settings > Sender email customization where you find a View DNS details button.
  3. Please paste these 2 records into your own hosting/DNS settings.

  1. Once you are done, it will take up to 24 hours for the new settings applied. If it's still not working correctly, please drop us a message at support-sbc@bsscommerce.com or via our Live Chat in the app.
  2. As a result, the app will say Verified and your setup is done.

Overall, the above are all steps that we think it's important to get your registration form(s) to be functional quickly. For more details on other aspect of the Registration Forms feature, feel free to have a look here: Registration Forms guide.


Hope this article is helpful.


Wish you a wonderful day!😊


By Jonas N.

Updated on: 14/10/2025

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