Pre-Registration Process

Pre-registration streamlines merchant onboarding by storing OAuth credentials upfront, eliminating manual credential exchange and reducing errors. Once you pre-register a merchant, they can complete onboarding in under 2 minutes.

Access the Pre-Registered Tab

1. Navigate to Channel Dashboard → Merchants

2. Click the "Pre-Registered" tab (second tab, after "Connected Merchants")

3. Click the "Add Pre-Registration" button to begin

Create Pre-registration

The Pre-Registered tab displays a table of all merchants awaiting installation:

• Merchant Name: Display name for this merchant

• Store URL: The merchant's Shopify store URL (*.myshopify.com)

• Merchant ID: Unique identifier assigned by Violet (format: mrc_abc123)

• Actions: Menu for managing pre-registration

Pre-Registered Merchants Table

Pre-registrations Table and Action Menu

The Actions menu (⋮) provides:

• Copy Violet Connect Link — Copy the Violet onboarding link to send to merchants

• Edit — Update merchant details or credentials

• Delete — Remove pre-registration (use if merchant is no longer onboarding)

When a merchant completes onboarding, they automatically move from the "Pre-Registered" tab to the "Connected Merchants" tab.

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Add Pre-Registration Form

When you click "Add Pre-Registration", fill in the following required fields:

Create Pre-registration Modal

Field	Description	Where to Get It
Merchant Name	Display name for this merchant (optional)	Your choice (e.g., merchant's business name)
Store URL	The merchant's Shopify store URL	Ask merchant for their *.myshopify.com URL (e.g., acme.myshopify.com)
Install Link	The Shopify custom app install URL	Shopify Partner Dashboard → Apps → Your Custom App → Distribution page
Client ID	OAuth client identifier	Shopify Partner Dashboard → Apps → Your Custom App → API credentials tab
Client Secret	OAuth secret key	Shopify Partner Dashboard → Apps → Your Custom App → API credentials tab (shown only once)

Install Link format: The Install Link should look like: https://admin.shopify.com/store/{store}/oauth/install_custom_app?client_id=...

This link is found on the Distribution page of your custom app in Shopify Partner Dashboard after selecting "Custom distribution". See Shopify App Setup - Step 6 for details.

Validation:

• Store URL, Install Link, Client ID, and Client Secret are required

• Store URL must be in the format *.myshopify.com

• Install Link must be a valid Shopify install URL

• Client ID and Client Secret must be valid

After Submission

After creating the pre-registration, you'll see a success modal displaying:

• Confirmation message with merchant name

• Assigned Merchant ID (format: mrc_abc123)

• Violet Connect link for this merchant (format: https://connect.violet.io/platforms/shopify/connect?preregistration={ENCODED_DATA})

Copy this link and send it to your merchant. This is the recommended link — it provides the fastest onboarding experience with pre-filled merchant details.

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Getting the Violet Connect Link

From the Pre-Registered Tab

Once you've pre-registered a merchant, you can retrieve the Violet Connect link at any time:

1. Navigate to Channel Dashboard → Merchants → Pre-Registered tab

2. Find the merchant in the table

3. Click the actions menu (⋮) for that merchant

4. Click Copy Violet Connect Link

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What to Send Your Merchant

Send your merchant the Violet Connect link. This link contains the encoded pre-registration data, so the merchant will be taken directly to the "Store Found" screen after logging in.

Send the Violet Connect Link

Subject: Connect Your Shopify Store to [Your Channel Name]

Hi [Merchant Name],

To connect your Shopify store to [Your Channel Name], please complete the following steps:

Click this link to get started: [Violet Connect Link]

You'll be guided through:

1. Creating a Violet account (or logging in if you already have one)

2. Confirming your pre-registered store details

3. Installing the app on Shopify (you'll be redirected to Shopify to authorize)

4. Setting up your payout account

Important: When installing the app on Shopify, make sure to leave "Embed app in Shopify admin" unchecked (it's checked by default).

The entire process takes just a few minutes.

Questions? Reply to this email.

Alternative Path: Store URL Lookup

If a merchant loses the Violet Connect link or prefers to start fresh, they can also go directly to https://connect.violet.io/{your_app_alias}:

1. Create an account or log in

2. Select Shopify as their platform

3. Enter their store URL (e.g., yourstore.myshopify.com)

If the pre-registration is set up correctly, they'll see a "Store Found" confirmation and can proceed with the installation.

If the pre-registration wasn't created correctly and associated with the merchant's store, the merchant will see a "Pre-Registration not found" error. Make sure you enter the merchant's store URL correctly when setting up their pre-registration and ensure your merchant enters the same store URL if they take this path.

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Next step: Learn about the merchant onboarding experience so you understand what happens after you send the link.