Choose who gets notified

Sami B2B Onboarding emails your team when there is something to act on. You choose the people once in Settings › Email, and you can give any application form a list of its own, for example so distributor applications reach a different team.

These emails go to your team:

Email	When it’s sent	On at first
New application	A buyer submits an application.	Yes
Buyer resubmitted	A buyer sends the information you asked for.	Yes
Daily pending summary	Each morning around 8 a.m. in your store’s time zone, with how many applications are waiting for review. Skipped on days when nothing is waiting.	No
Import completed	A company import from a CSV file finishes.	Yes

Who receives a team email

The app looks for recipients in this order and uses the first list that has anyone in it:

1. The form’s own recipients, for New application and Buyer resubmitted, if the form has a list in the builder’s Email section.
2. Default recipients in Settings › Email.
3. A fallback address. The store owner’s email once they have opened the app, otherwise your store’s contact email in Shopify. Settings › Email shows this address under the default list: “When this list is empty, emails go to …”, followed by the address.

All recipients get the same email together, so they can see each other’s addresses.

Set your default recipients

1. Open Default recipients

   In the app, click Settings, then click Email. Find the Default recipients card.

2. Add people

   Click Add an email in Recipients. A list opens with the email addresses of the people on your team who have opened the app, apart from collaborator accounts. Click an address to add it, or type any email address and press Enter. Add as many as you need.

   To remove someone, click the × on their address.

   

   Pick team members from the list, or type any email address and press Enter.

3. Save

   Click Save in the save bar. The next team email goes to everyone on the list. If an address isn’t valid, the save stops with “… isn’t an email address we can send to.” Fix or remove it, then save again.

Give a form its own recipients

Use this when different forms belong to different teams. The form’s list replaces the default recipients for that form’s New application and Buyer resubmitted emails.

1. Open the form’s Email section

   Go to Forms and click Edit beside the form, for example Wholesale application. In the rail on the left of the builder, click Email.

   A form that has never been saved shows “Save the form once before editing its emails.” Save it first.

2. Add the form’s recipients

   Under Who hears about this form, click Add an email and add people the same way as on Settings › Email. While the list is empty, the section says “Using the default recipients on Settings → Email.” If the default list is empty too, it names the fallback address the emails go to instead.

   

   A form’s own recipients replace the default list for that form’s team emails.

3. Save the form

   Click Save in the builder’s save bar.

To go back to the default list, remove every address from Who hears about this form and save the form.

Turn on the daily pending summary

The summary is off when you install the app.

1. Find Store emails

   Go to Settings › Email and find Store emails.

2. Turn the summary on

   Under Sent to your team, turn on the switch next to Daily pending summary.

3. Save

   Click Save in the save bar.

From then on, the default recipients get one email a day, sent from 8 a.m. in your store’s time zone. It says how many applications are waiting for review (new ones and ones the buyer sent back), and its Open the review queue button opens them in the app. On a day with nothing waiting, no email is sent.

Turn team emails off

An empty recipient list doesn’t stop team emails: they go to the fallback address instead. To stop an email, turn it off.

Email	Where to turn it off
New application, Buyer resubmitted	For one form: Forms › Edit › Email, then turn off its switch under Sent to your team and save the form.
Daily pending summary, Import completed	Settings › Email › Store emails: turn off its switch and click Save.

The New application email also stops when Application received is off under Automation › Automations, and Buyer resubmitted when Application revised is off. Turning off Application received also stops the buyer’s Application received email. See Automations and Shopify Flow.

Next steps

• Edit email templates — change what each team email says.
• Team and roles — add the people you want to pick as recipients.
• Send from your own address (SMTP) — send team emails through your own mail server.
• Activity log — check which emails went out and to whom.