Running a WooCommerce wholesale site can be a challenging act. It requires multiple challenges to be handled if you want it to run as smoothly as possible. One of those challenges is to create a WooCommerce wholesale registration.
In this article, we will explore how to create a WooCommece wholesale registration.
We are going to use the OptimizeForm Core plugin as it gives us an easy way to create wholesale registration.
On top of this, the OptimizeForm Core plugin offers multiple WooCommerce related features that you can use to improve your WooCommerce site.
Before that, we need to first understand WooCommerce wholesale registration and why we need it. Let’s do it below.
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What is WooCommerce wholesale registration?
As a WooCommerce site owner, you can decide on the approach when it comes to managing orders. You can put up a simple contact form and then handle those orders one by one. This means you also need to provide a discount coupon for each one of them and do a lot of manual work.
The registration page will help your customers to sign up for your site. This way, you can manage the customers in the best possible way by assigning them the right roles and offering discounts.
Why do you need WooCommerce wholesale registration?
Using the wholesale registration also ensures that you get a chance to approve the users. This way, you can easily understand spam registration and disapprove of it. In fact, most of the registration forms have spam protection that can filter out the spam’s initial bit, thanks to automation.
The registration form also enables you to automate a lot of stuff with one go(only if you decide not to enable manual approvals).
Another benefit that you get for using WooCommerce wholesale registration is that you can capture more details about your customers, including their contact number, VAT, Tax IDs, or custom files as well.
How to create a WooCommerce wholesale registration
Now that we have a good grasp of WooCommerce wholesale registration and its importance, it is now time to get started with the process of creating WooCommerce wholesale registration.
- Install OptimizeForm CorePlugin
The first step is to install OptimizeForm CorePlugin. As the OptimizeForm Core plugin is not free, you first need to get a license for it. Once you have the license, you need to download the plugin to your computer.
Once done, login into your WooCommerce site, and from there you need to go Plugins >> Add New.
From there, you need to click the “Upload Plugin.” Next, you need to click on activate to get started.
- Activate OptimizeForm User Registration for WooCommerce
Once the plugin is activated, it is now time to activate the OptimizeForm User Registration for the WooCommerce module. Yes, OptimizeForm comes with multiple modules that provide different functionalities.
To do so, you need to OptimizeForm and then select “Modules.”
If done right, you will see a set of modules in front of you. From there, you need to select the “OptimizeForm User Registration for WooCommerce”.
Caption: Activate the module, “OptimizeForm User Registration for WooCommerce.”
Once activated, you will see a new option available on the menu. The option will read as “User Registration.”
- Create New User Role
With our module and plugin installed and activated, it is now time to create new user roles. We need to create new user roles to limit the visibility of the WooCommerce registration form. This way, you can show the form to the users for which they are intended to.
So, from User registration, choose “User Roles” as shown below.
Once there, you will see a bunch of user roles already created. This means that you can select the already created one or create a new role.
From here, you need to click on “Add New Role.”
Once done, you will see a new window pop-up. This is where you can easily add a new user easily.
When adding a role, you need to make sure that you do not use any numbers. For the purpose of the tutorial, let’s create a Wholesale Tier 3. You can set the role and the display name as per your need. Lastly, you can set the permissions from other roles from the “Copy From” field.
So, if you want the user to have the capabilities of the customer, then simply select it from the drop-down list of “Copy From.”
Finally, click on “Add Role” to finalize the role.
You can see the new roles added in the additional user roles as shown below.
Lastly, you need to select the role and click on Save changes as below.
- Enable User Registration In WooCommerce
Before we proceed further, you need to enable user registration in your WooCommerce setup. To do so, you need to your default WordPress WooCommerce menu and then move to Accounts and Privacy.
In the account creation section, you need to enable the following two options.
From there, move to Accounts and Privacy and then select the following option. If they are already enabled, then just leave them as it is.
Step 5: Deciding the registration form fields
Next, you need to come up with the form fields that you are going to use. As a WooCommerce business, you may want multiple information from your customer. For instance, you can ask them the type of business, their website URL, preferred payment, reseller permit copy, message, and so on!
You are free to add any field based on your requirement. That’s what makes the user registration form powerful and benefits your business in the best possible way.
To get started, you need to click on “OptimizeForm,” and then “Registration Fields.”
This is where you will find all the registration fields listed. You can create a new field by clicking “Add Field.”
You can also edit the already available fields as well.
If you click the Add Field option, then you will see a lot of options that you can go through. For instance, you can set the label, priority(it determines the location of the field on the form), status, style, width, placeholder text, description, custom CSS class, and much more!
Here, the select user roles are crucial as selecting it means that the field will only be shown to the user role that you have selected.
Furthermore, you should also check out the default fields, where you can find the most used fields as shown below. You can decide to publish or unpublish them if needed.
Here are the options that are available for each field.
6. Customize the way you want
If you are using the default WooCommerce settings, then you can check out how the registration form looks by visiting the www.sitename/my-account/.
It should open up the registration form as below.
From here, you are ready to make your WooCommerce wholesale registration page live. Infact, you can also create a new custom page and use the shortcode to showcase the registration form on that particular page.
So, what do you think about the process of creating a WooCommerce wholesale registration page? Comment below and let us know.