Approval Rules and B2B Setup

Approval matches Shopify customers by email, preserves existing name, phone, and tags, and adds the form’s approval tags.

Create or update a Shopify customer segment matching a form’s approval tags from Rivio B2B Registration Forms settings.

Use Shopify customer tags for a wholesale onboarding workflow without enabling automatic B2B company creation.

Review the effects of rejecting or reopening an approved Shopify wholesale application before changing its status.

Choose the supported role for an approved applicant’s contact when creating a Shopify B2B company.

Create a Shopify B2B company with one location and the applicant as a contact when a registration application is approved.

Add Shopify customer tags when a registration application is approved while retaining existing customer tags.

Control which Shopify approval rule decides an application by setting rule status and order.

Choose field-specific conditions and All or Any matching for Shopify application approval rules.

Route Shopify wholesale applications to your team when their answers need closer inspection.

Automatically reject Shopify wholesale applications that match your disqualification criteria.

Automatically approve Shopify B2B applications that satisfy your saved qualification conditions.

Automate Shopify wholesale application decisions with ordered rules that approve, reject, or send a submission to manual review.