How to create an account for a buyer and send them a login link
Within your Customer Relationships page you can create accounts for your customers and send them an onboarding link that allows them to claim the account you created for them. This saves the customer the step of having to create an account for themselves or go through our normal registration process.
When the customer clicks on the onboarding link they will be taken to their new account where they can set up their password and begin ordering from you right away.
Note that in order to use the onboarding link your customer will first need to have an account created for them in Candid. You can create customers directly in your account one by one, or you can send us a CSV list of all of your customers and we can upload the list to your account for you.
Note: The onboarding link is only good for one time use. If you need to invite more buyers to an existing account please contact team@candidwholesale.com and we can get them set up for you!
A buyer with an existing login can also invite more people to their account under their settings area. If they need any assistance let us know and we can show them how to do that.
How to create accounts for your customers
You can create accounts for your customers directly via your Customers page by clicking the "Add Customer" button seen in the image below:
To get started you will need to run a quick search first, this is to make sure the customer isn't already in our system and ensures no duplicate company records are accidentally created:
If the customer is in our system already you can add them to your Customers list. If they aren't in our system the next step will be to click Add A New Buyer:
In the next step, you can add the customer by entering their website or you can add them manually:
If you choose to add them manually all we require is their Company Name, the other fields are optional:
The customer has now been added to our database and they are ready to be sent the onboarding link!
How to send an account invitation to a customer
Once you have created an account for your customer, you can then click on the "Copy Link" button (found on their Customer Details page via your Customers page) and this will save the onboarding link to your clipboard. From here you can paste the link directly into an email and send it to the buyer:
When the customer clicks on the onboarding link they will be taken to their new account where they can set up their password and begin ordering from you right away. A link to your catalog will automatically be available in their account for them to order from as well.
Sample text that you can send to your customer
Below is some sample text that you can use to send to your customer along with the onboarding link:
To improve our wholesale ordering experience, we are moving our ordering system to a website called Candid Wholesale. I'd like to invite you to the new account that I created for you so that you can easily place orders with us. There are no fees to use Candid and their ordering process is very simple.
Sincerely,
[ YOUR NAME ]
How the customer creates their login
When the customer receives their onboarding link, they will be guided to a catalog preview page with a button that says "Click here to get started." When they click that button it will take them to the login setup page for their account:
On the account login setup screen they will need to enter their full name, email, and create a password. Once they fill out the form and click the Register button their login will be created and their new account will be fully activated. After they click the register button they will be taken back to your catalog where they can start a new order with you.
How to download a list of customer onboarding links
To speed up the process, you can also download a spreadsheet list of all available onboarding links from your Customers page. Just click the Contacts download button found on your Customers page and a CSV list that includes the onboarding links will be saved to your computer:
The shareable links will be shown under the "Onboarding" column on the spreadsheet:
How do I delete a customer?
If you created test accounts that you don't need please reach out to team@candidwholesale.com so that we can safely remove the accounts from our database.
If, however, you have a customer that you don't sell to anymore you can simply archive the customer which will remove them from your customer relationships list.
To archive a customer, click on their details page and toggle the Archived button like seen in the example below:
If you ever need to find an archived company again you can use the Search & Filter option on your Customer Relationships page to bring them back.