Edit the emails applicants get
Change the received, more information, approved and declined emails B2B Desk sends applicants, using merge fields for names, links and reasons.
B2B Desk emails applicants at four points. Edit each email in Settings › Applicant emails. Emails are plain text, and each row shows Edited or Default.
The four emails
| Sent when | Default subject | |
|---|---|---|
| Application received | Every time a buyer submits the form | “We received your wholesale application” |
| More information needed | You click Send request on an application | “We need a little more information” |
| Application approved | You approve with Send the welcome email on, or a rule approves | “Your wholesale account is ready” |
| Application declined | You decline with Email the applicant ticked, or a rule declines | “Your wholesale application” |
Marking an application as spam never sends an email.
Edit an email
- Click the email you want to change.
- Edit the Subject (under 250 characters) and Email text (under 10,000 characters). Leave a blank line between paragraphs.
- To add an applicant’s details, click a merge field to copy it, then paste it where you want it.
- Check the Preview, which fills in sample details, then save.
Restore default puts back B2B Desk’s original wording. Save afterwards to keep it.
Merge fields
| Merge field | Becomes | Available in |
|---|---|---|
{{first_name}} |
The applicant’s first name, or “there” when the form didn’t ask | All emails |
{{company_name}} |
The company name | All emails |
{{shop_name}} |
Your store’s name | All emails |
{{note}} |
Your request to the applicant | More information needed |
{{info_link}} |
The upload link, valid for 14 days | More information needed |
{{login_url}} |
Your store’s customer account sign-in page | Application approved |
{{decline_reason}} |
The decline reason and your details | Application declined |
A merge field that doesn’t apply to an email comes out empty.
The default approval email
Hi {{first_name}},
Good news: {{company_name}} is approved for wholesale ordering with {{shop_name}}.
To sign in, go to {{login_url}} and enter this email address. We will send you a one-time code; there is no password to remember. Once signed in you will see your wholesale prices and payment terms.
{{shop_name}}Keep the sign-in instructions if you rewrite it. Buyers who don’t know about the one-time code often think they need to register again.
Sender and replies
Emails show your store name as the sender and come from B2B Desk’s sending address. Set Reply-to address under Settings › Notifications so replies reach you. The Replies section on this page shows where they go now.
B2B Desk sends the same email to the same applicant only once a day for the same event, so a double click doesn’t send twice. Each information request is its own email.