How can I automate a branded client portal for corporate gifting?

Shopify Discussion
1

Hi there,

We are looking to offer a client portal to corporate clients who would like to send gifts to their clients. We often get requests from large companies to create a branded client portal where they can showcase a few of our gift boxes to a customer and have the payment circle back to them. We are looking for creative ways or apps that could help us offer this! We can offer this manually using a landing page and forms, but we want to find an automated solution.

The flow would need to be something like this:

  1. Company receives a link to a branded landing page from us to share with their clients.
  2. Client opens the link and views a landing page with a selection of gifts available to them (with no pricing info). They pick a gift and enter their shipping address.
  3. Tracking info is sent to both the company and the client. Company is billed for the gift.
    Please let us know if you have any ideas! Thank you!
2

Hi, @karling .

Rio here from the Shopify Community team. I’m happy to help with a solution.

This is a unique use case. I’ve looked through our apps and it seems one may have exactly what you need. The app is Govalo. They have a corporate gifting solution. You can reach out to their team and share your workflow and see if this aligns.

If the app isn’t exactly what you’re looking for just let me know and I’m happy to look into another solution.

3

I could forsee using the pages API to dynamically create new pages for each corporate client. There would be further consideration needed to brand it, which would likely be a manual process.

Then this link (it would be a new page in your current store, so the domain would not be different) could have a list of products that, when “ordered”, would create an order request/draft. Then this order data would only be partially filled in, and would need to be manually completed. The process could simplify a bit if these pages required a login, or forced the user to fill in some form to help complete the missing order data.

Also, how would billing the company work? Wouldn’t they need to approve a purchase? Or would it be better to password protect the new page, so only some people could access it and we assume trust?