Configure Email Functionality

Open an existing registration form in BMT B2B Wholesale Pricing and enter its settings.

• Go to Forms in the app navigation
• Find the registration form you want to update
• Click Edit to open the form builder

Select Emails from the tabs at the top of the form builder.

• Locate the Configuration, Appearance, and Emails tabs
• Click Emails
• Use this area to manage notifications for the selected registration form

The Emails tab separates delivery controls from individual email templates.

• Delivery controls how form emails are sent
• Emails lists the available notification formats
• Review both areas before activating notifications

Available email formats are inactive by default and can be configured individually.

• Review the available email formats
• Click Edit beside the email you want to customize
• Configure each notification separately for its intended audience

Define who receives the notification and customize the message content.

• Set the recipient, such as the merchant
• Enter a clear subject line
• Write the email body
• Switch between Rich Text and HTML formats when needed

Check the rendered message before sending or activating it.

• Scroll to the preview at the bottom of the configuration page
• Review the layout, wording, and formatting
• Return to the editor to make any required changes

Send the configured notification to your own inbox to confirm the final result.

• Enter your email address in the test email field
• Click Send
• Check your inbox and review the sender, subject, body, and formatting

Enable the notification after its content and test result are correct.

• Set the email status to Active
• Only activate templates that are ready to send
• Repeat the edit, test, and activation process for other email formats

Use Change Delivery to choose the service that sends registration emails.

• Click Change Delivery in the Delivery section
• The app opens the notification delivery settings
• Review the available sending methods before choosing one

Select the sending option that matches your store's email setup.

• Built-in Sender uses the platform's default server
• Klaviyo Integration uses your Klaviyo private API key
• SMTP/API uses provider server details and credentials, such as Google, SendGrid, Trello, or Zoho
• Enter the required connection details for the selected method

Save the selected method so active notifications use it for delivery.

• Review the delivery details for accuracy
• Click Save
• Registration emails will use the chosen delivery method

Choose the name customers and merchants see as the email sender.

• Locate the Sender Identity setting
• Edit the sender name
• Use a recognizable store or brand name
• Save the sender identity and send another test when needed

Solutions:

• Confirm the email template status is Active
• Verify that the selected delivery method is saved
• Check the recipient address and required delivery credentials
• Send a test email to isolate the template or delivery setting

Solutions:

• Check whether the body is set to Rich Text or HTML
• Review the message for unsupported or incomplete HTML
• Send the test to the same email client your team normally uses
• Simplify the formatting and send another test

Solutions:

• Open the Sender Identity setting
• Update the name displayed as the email sender
• Save the change
• Send another test email to confirm the updated identity

Solutions:

• Review the API key, server details, username, and credentials
• Confirm the selected method matches the details you entered
• Save the delivery settings again after making corrections
• Use the Built-in Sender while you verify the external service configuration