Invite Customers to your E-Commerce
In this article, you will learn how to invite users to join your e-commerce using a link or a QR code and how to process customer access requests.
User Roles: Admin and Sales Manager.
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Where can I share this invite link?
We recommend you put it everywhere you can! You know what they say, the more the merrier!
Don’t worry about unknown requests; people using your invite links will not be able to order before you approve and activate them. That way, you can always verify who you are adding to your customers and granting access to your e-commerce.
Get Your Invite Link
Your invite link is permanent and will not change every time you share it, so whenever you want to share it with someone or download a QR code to add to your marketing materials, you can download it from your company setup.
To download your invite link, do the following instructions:
Go to Setup > Users.
Click on e-commerce users.
Click on Invite Customers to Your E-Commerce.
Select if you want to copy a link or download a QR code.
This invitation link will enable potential customers to register on your e-commerce platform. Once they submit their request, you will receive an email containing their information for review, and you will then have the option to approve or reject their request.
Direct Login for Existing Users
Existing users will be able to log in with their Komet Sales credentials without needing to access the “company selection” screen.
They will see a login page with your company name and neutral branding. After logging in, they will access the shop view without the Komet Sales header, allowing them to concentrate on their purchasing flow.
If you want your customers to experience your brand from the moment they enter your store, contact your account manager to learn about our advanced eShop features.
Customer Request Form
The “Register Here” button takes users to a contact form where they can enter their information. This information is sent to your company’s administrators in one email. After receiving this email, an administrator must contact them to gather any additional information needed to create the customer.
Email Notifications
When a customer sends a request initiated via your invite link, the person who submitted their information will receive a confirmation email, and users with the roles Admin or Sales Manager will receive an email with their information and next steps.
FAQs
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