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 DashboardMerchants

  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 Copy VC URL action

The Actions menu (⋮) provides:

  • Copy Violet Connect Link (Recommended) — Provides fastest merchant onboarding with merchant-specific credentials pre-filled

  • 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.


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

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)

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)

Validation:

  • All fields are required

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

  • 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})


From the Pre-Registered Tab

Once you've pre-registered a merchant, you can retrieve their installation link at any time:

  1. Navigate to Channel DashboardMerchantsPre-Registered tab

  2. Find the merchant in the table

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

  4. Click "Copy Violet Connect Link"

  5. Send the link to your merchant via email, Slack, or your preferred communication method


What to Send Your Merchant

Here's a template you can use when sending the installation link:

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

Hi [Merchant Name],

We're ready to connect your Shopify store to [Your Channel Name]. This process takes about 2 minutes.

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

You'll be asked to:

  1. Verify your email address

  2. Review your store details

  3. Click "Connect to Shopify" to authorize the connection

That's it! Once complete, your products will begin syncing automatically.

Questions? Reply to this email.


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

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