Inviting Customers to your B2B Website

MarketTime offers the ability to invite your customers to your company's B2B website. 

This process provides a more streamlined experience for your customers as it will only require they create their username and password for login, while retaining the Bill/Ship information that already exists in your customer list.

 

Found on the Customers screen, you may select your desired customers (1) using a combination of the tool available to you on the screen (the Search field, filtering by Salesperson, Chain, etc.), then use the Send Link button to send them an invite (1)!

The invite will go to either the Bill To or Ship To email address, depending on your current search method at the top of the screen.

 

NOTE: You may re-send this email as many times as needed to ensure the customer can accept your invitation. The link in the email is valid each time the request is sent.
Once the invitation is accepted and the customer registers their account, the invite can no longer be sent.

Once accepted, the icon next to the customer will change from a "pencil" to an "eyeball", signifying the customer now controls their information.

 

What the Customer Sees:

When the invite is sent to the customer, they receive a generic email branded with your logo allowing them to accept the invitation, create their username/password, and begin shopping:

 

When choosing their username/password, they can update their Bill To information at that time as well (as well as anytime afterwards):



Once registration is complete, a confirmation screen is displayed, and they can navigate to your site to shop!