Understanding the Buyer Flow in Turis: A Guide for Admins

Introduction

As an admin on Turis, it’s essential to understand how the buyer flow works. A well-structured buyer journey ensures a seamless experience for your customers, from sign-up to placing their first order. This guide will walk you through the key stages of the buyer flow, your role in optimizing the process, and best practices to ensure smooth transactions.

The Buyer Flow Overview

The buyer flow in Turis consists of several key steps that take a user from registration to becoming an active buyer. Here’s a high-level overview of the article your about to read:

Sign-up & Account Creation – Buyers gets invited by you or apply through forms to gain access.

Exploring the Platform – Navigating the site and discovering products.

Product Selection & Order Placement – Adding items to the cart and customizing orders.

Approval & Checkout – Finalizing the order and Order confirmation.

Onboarding & Ongoing Engagement – Ensuring buyers return and remain active.

Step-by-Step Breakdown of the Buyer Flow

1. Sign-up & Account Creation

• Buyers sign up through your unique invitation link sent by email to the buyer or through a Form application, both of which is facilitated through Turis.
• Admins has to manually invite the buyers through their buyers page or retailer creation or approve new buyers through Form applications.
• Tip: Enable email notifications (Settings > Notifications) to stay updated on new form sign-ups.

2. Exploring the Platform

• Once logged in, buyers land on their Homepage - This can either be All products, a welcome page or a certain category depending on your set-up. From here they can browse products and discover collections. Which Homepage the buyers should see can be managed in Navigation on Admin - Welcome pages are created in Tools > Page Builder.
• Admins should ensure products, variants, details, and categories are well-organized to create a smooth browsing experience.
• Tip: Use personalized pricing, discounts and Campaigns to tailor the experience to the individual buyer.

3. Product Selection & Order Placement

• Buyers add products to their cart and customize quantities or variations.
• The platform automatically applies pre-set pricing, discounts, or minimum order values.
• Tip: Use Discount Tiers and promotions through Dynamic Discounts to encourage larger orders.

4. Approval & Checkout

• Buyers proceed to checkout, where they review their order.
• Payment options may include invoice payments or credit cards.
• Admins can manually approve orders before fulfillment.
• Tip: Ensure your payment- and shipping settings align with your business.

5. Onboarding & Ongoing Engagement

• After their first order, buyers should receive an automated order confirmation email and order updates.
• Admins can track buyer activity and send follow-up emails (through 3rd party softwares) to encourage repeat orders.
• Tip: Use analytics to identify inactive buyers and re-engage them with special offers.

Admin’s Role in Optimizing the Buyer Flow

• Ensure seamless registration by regularly reviewing pending approvals.
• Maintain an up-to-date product catalog with clear images, details and descriptions.
• Monitor buyer behavior and adjust pricing, promotions, or user access accordingly.
• Provide support and guidance to the buyers through email, FAQs, or live chat assistance.

Common Challenges & How to Solve Them