How to set up your customer accounts
We recommend chosing one of the following methods to onboard your customers. You can also choose to use different methods for different customers, depending on what you think will work best. If you have any questions or would like assistance, please reach out to our support team and we can help you set up your customer accounts.
Order invites:
You create a draft order, add the buyer's contact info, and send the order to them. This will send them an email with a clickable link that directs them to the order, which will then prompt them to create an account so that they can view the order in their own Candid account.
Share your catalog or storefront link:
You share your catalog or storefront link with your buyer, which allows them preview your catalog. When they click on "start an order" from your catalog they will then be prompted to create their own account after which they can start ordering from you.
Upload a CSV list of your customers:
Send us a CSV list of your buyers and we can add them to your customer list in your account. Contact our support team to get started with this option.
Create accounts for your customers and send them a login link:
You can create accounts for your customers by adding them to your Customers page. You can learn more about this method here: How to create an account for a buyer and send them a login link
What's the difference between an onboarding link and a catalog or storefront link?
- An onboarding link invites the buyer to join the account you already created for them. This allows them to skip the registration process and sign directly into their new account.
- A catalog or storefront link invites the buyer to shop from your catalog but it prompts them to create an account before they can begin shopping. People often use this option if they want to screen new buyers first. You can learn more about screening buyers here: How to create a retailer application for verifying buyers
If you need onboarding materials for your buyers, we recommend sharing this guide with them: A step-by-step introduction to buying on Candid