How To Add Wholesale Role Selection To The Wholesale Registration Form

Want wholesale customers to choose their own role when they sign up? If your store uses multiple wholesale roles, for example a standard wholesale customer role and a VIP wholesale role, you can add a role-selection dropdown to your registration form. It uses a custom field and a small PHP snippet. This guide shows you how.

Prerequisites

• WooCommerce Wholesale Prices Premium is active, with at least two wholesale roles created under Wholesale > Roles.
• WooCommerce Wholesale Lead Capture is active.
• You have access to your child theme’s functions.php file or a code snippets plugin.

How it works

By default, WWLC assigns every approved lead the same role, whichever one is set in Wholesale > Settings > Wholesale Lead Capture > General > New Lead Role. The snippet below lets a registrant pick their own role from a dropdown you configure as a custom field, and stores their choice so WWLC applies it when you approve them.

Step 1 — Create the role-selection custom field

Go to Wholesale > Settings > Wholesale Lead Capture > Registration Form. Under Registration Fields, click Add Custom Field and add a new Select field with the field ID wwlc_cf_select_role.

For each option in the dropdown, set the value to the role key (the meta key) for that wholesale role. For example, if you have a role with the key wholesale_customer and a VIP role with the key wholesale_vip, your option values should be wholesale_customer and wholesale_vip respectively. The option label can be anything. It’s what the registrant sees.

Step 2 — Add the PHP snippet

Add the following code to your child theme’s functions.php file, or use a code snippets plugin:

add_action( 'wwlc_action_after_create_wholesale_lead', 'wwlc_set_role_from_custom_field' );

function wwlc_set_role_from_custom_field( $new_lead ) {
    $selected_role = get_user_meta( $new_lead->ID, 'wwlc_cf_select_role', true );

    if ( ! empty( $selected_role ) ) {
        update_user_meta( $new_lead->ID, 'wwlc_custom_set_role', sanitize_text_field( $selected_role ) );
    }
}

This snippet runs after a new lead is created. It reads the value from the role-selection dropdown (stored in user meta as wwlc_cf_select_role) and saves it as wwlc_custom_set_role. This is the internal meta key WWLC checks when assigning a role on approval.

Step 3 — Test the registration form

Once the custom field and snippet are in place, visit your wholesale registration page. You should see the role-selection dropdown in the form. Register a test account, select a role, then approve the user in Wholesale > Leads. The approved account should have the role the registrant selected, not the default role.

Frequently asked questions

What if the registrant doesn’t select a role?

If the dropdown is left blank or the custom field value is empty, WWLC falls back to the default role set in Wholesale > Settings > Wholesale Lead Capture > General > New Lead Role.

Can I use a different custom field ID?

Yes. If you use a different field ID, update the wwlc_cf_select_role key in both the add_action callback and the get_user_meta call to match your field ID.

Need Help?

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• Free users: Visit our community forum