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How customers sign up, and what they see first

What a customer goes through when they create an account on your Allmoxy site: business or individual, the form, the confirmation email, public ordering.

A customer creates their own account from the Create Account link on your login page. They choose a business or individual account, fill in their details and a billing address, pick a username and password, and are signed in and taken straight to a new order. You control which account types are offered, what the form asks, and whether people can build an order before they sign up. This article walks through the customer's side so you know what they see, and what to set up on yours.

Applies to: every shop that lets customers sign up. The settings live on Settings > E-commerce > Order Settings (needs Edit the site settings.). Adding customers yourself, or importing a list, is covered in Add customers: sign-up, add by hand, or import a list.

In this article

Business or individual accounts

Two kinds of customer can sign up:

  • Business accounts are customers affiliated with a business. A business account is a company in Allmoxy, and several people can log in under it, each with their own username. Use custom fields on the sign-up form to capture the business information you need, such as an EIN, a license number or a tax exemption ID.
  • Individual accounts are customers not affiliated with a business: homeowners or retail customers. An individual has their own account and never appears on your Companies list.

To take business customers only, go to Settings > E-commerce > Order Settings and tick Disable Individual Account Registration: the Individual choice disappears from the form and everyone must enter a business name. Default New Account Type (Business or Individual), in the Customer Order Settings section of the same page, is meant to preselect a type on the form, but the form doesn't read it today, so it has no visible effect.

If you prefer to turn off new account creation altogether, ask your Customer Success contact or support; there is no switch for it on the page.

What the customer fills in

The Create Account link is on your login page whenever sign-up is allowed (the address is your Allmoxy address followed by /public/create_account/, so you can put it on your website). The form is a short wizard:

  1. Account type: Business or Individual.
  2. Details: for a business, the company name, its email (Allmoxy checks the address can receive mail), a default shipping method, how invoices are delivered (none, or by email) and your custom fields; for an individual, their name, email, shipping method and invoice delivery.
  3. Contact details: phone numbers, addresses and websites. The one address required at sign-up is a billing address; it becomes the default and makes the first order and checkout quick. Customers can add more shipping, office or billing addresses later and choose which ones are the defaults.
  4. Login: a username of at least 6 characters (or their email address), a password of at least 6 characters, their time zone, and a box agreeing to the terms.

When they finish, they are signed in and land on a new order, ready to go.

What happens when a customer signs up

  • As soon as the account is created, the customer receives an automatic confirmation email.
  • A business sign-up creates a customer company with one contact, who becomes its primary contact. An individual sign-up creates an individual account.
  • The new account can browse your catalog at the prices that apply to it, create bids and submit orders straight away. If you want a look at new sign-ups before they can order, set Deny on Submit Orders on the new contact, or simply review each first order before you verify it: Review new sign-ups and keep fake accounts out.
  • The New Company Created and new contact events fire (an individual sign-up fires the individual-account event instead), so a trigger can tell your team.

We recommend two triggers. First, a welcome email that goes out as soon as a company signs up: there is a template you can fill in, or write your own. Second, a notice to one of your own employees about each new sign-up, so they can add the tags that control that customer's pricing or reach out to answer questions. Both are built the same way: How triggers work and how to build one.

Let people build an order before they sign up (public ordering)

By default a customer needs an account, and needs to be signed in, before they can see the order page, including the shipping section. If you'd rather let people price an order first, tick Allow Public Ordering Page on Order Settings. Then a visitor who isn't signed in lands on a public order form instead of the login page: they can add products, see live totals and fill in the billing and shipping sections, including the shipping method, without an account. They are asked to log in or create an account only when they click Save or Submit Order, and the order they built comes with them. Someone who is already signed in goes to the normal new order page.

Two things to know: the public order form only works once a payment option is set up (until then its Save and Submit buttons are disabled, with a notice), and it isn't available on shops that take project orders only.

If the confirmation email doesn't arrive

Here's a list of reasons why people might not get the message:

  • The customer's inbox is full.
  • The customer mistyped their email address when registering an account.
  • The message went to the junk box, because a lot of email filters default to "if this address isn't in your contact list, it must be junk."
  • The customer's email provider or client has over-aggressive filtering that keeps commercial messages from even reaching the junk box.
  • The message was rejected by a virus scan false positive.
  • Network congestion: the message may show up after a delay.
  • Network throttling.

If none of your emails are arriving, check your sending setup: Make sure your Allmoxy emails are delivered, and look the message up in the Email Log.

Things to know

  • Sign-up is the low-friction way to add customers. They set their own password and can reset it themselves.
  • A billing address is required at sign-up. Everything else about addresses can be added later.
  • New sign-ups can order right away. Tag and review them with a trigger if you want a look first.
  • Business only? Tick Disable Individual Account Registration.
  • One account per computer. To slow down bots, the Create Account page allows one new account per computer (IP address). Add the second person at a company yourself, from Add > Company Contacts.
  • Public ordering changes your front door. With it on, your site address opens the order form, not the login page.

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