Choosing the Right Registration Template

Created by RivioApps Support, Modified on Thu, 20 Aug at 3:40 PM by RivioApps Support

Rivio B2B Registration Forms includes a collection of ready-to-use templates to help you quickly create registration forms for different business needs. Whether you're accepting wholesale applications, collecting quote requests, growing your email list, or gathering customer feedback, you can start with a template and customize it to match your requirements.

Each template includes pre-configured fields and recommended settings, helping you launch your registration form in just a few minutes.

How to Choose a Template

  1. Open Rivio B2B Registration Forms from your Shopify Admin.
  2. Click Create a Form.
  3. Browse the available registration templates.
  4. Review the template description and included fields.
  5. Click Use Template to create your form.
  6. Customize the form to suit your business before publishing.

Available Templates

Wholesale Registration

The Wholesale Registration template is designed for businesses that sell products at wholesale prices and need to approve wholesale customers.

Best For

  • Wholesale customer applications
  • B2B account registrations
  • Dealer applications

Includes

  • Business information
  • Primary contact details
  • Company information
  • Tax or resale certificate
  • Additional business details

Features

  • Creates a Shopify B2B Company after approval.
  • Automatically applies wholesale tags.

Retailer / Stockist Application

Use this template to review retailers, stockists, and resellers who want to sell your products.

Best For

  • Retail partners
  • Stockists
  • Resellers

Includes

  • Store or brand name
  • Contact information
  • Sales channels
  • Store or marketplace link
  • Business information
  • File upload

Features

  • Creates a Shopify B2B Company.
  • Supports file uploads.
  • Automatically applies Wholesale and Reseller tags after approval.

Trade Professional Program

Designed for architects, interior designers, contractors, builders, and other trade professionals.

Best For

  • Trade professionals
  • VIP customer programs
  • Professional partnerships

Includes

  • Profession
  • Contact details
  • Company or studio name
  • Portfolio or website
  • Supporting documents

Features

  • Supports file uploads.
  • Automatically applies Trade and VIP tags after approval.

Quote Request

Allow B2B buyers to request custom pricing before placing an order.

Best For

  • Bulk orders
  • Volume pricing
  • Custom quotations

Includes

  • Business details
  • Primary contact
  • Products or categories
  • Estimated quantity or volume

Features

  • Creates a Shopify B2B Company.
  • Automatically applies the Quote tag.

Newsletter Signup

Create a simple signup form to grow your email subscriber list.

Best For

  • Email marketing
  • Newsletters
  • Product updates

Includes

  • Email address
  • First name
  • Interest selection

Features

  • Automatically applies the Newsletter tag.

Contact Form

A simple contact form for general enquiries from customers or business partners.

Best For

  • Customer support
  • General enquiries
  • Business contacts

Includes

  • Your details
  • Company name (optional)
  • Message

Features

  • Automatically applies the Contact tag.

Feedback Form

Collect valuable customer feedback to improve your products and services.

Best For

  • Customer satisfaction
  • Product feedback
  • Service reviews

Includes

  • Your details
  • Overall experience
  • Feedback comments

Features

  • Automatically applies the Feedback tag.

Short Survey

Create a lightweight survey to collect quick responses from customers.

Best For

  • Customer surveys
  • Market research
  • Quick feedback

Includes

  • Email address (optional)
  • Survey questions
  • Additional comments

Features

  • Automatically applies the Survey tag.

Every Template Is Fully Customizable

Every template can be customized to match your business requirements.

You can:

  • Add new fields.
  • Remove fields you don't need.
  • Edit field labels.
  • Reorder fields using drag and drop.
  • Mark fields as required.
  • Add placeholder text and helper descriptions.
  • Configure email notifications.
  • Update approval settings.
  • Publish changes whenever you're ready.

Choosing the Best Template

If you want to...Recommended Template
Accept wholesale applicationsWholesale Registration
Approve retailers or resellersRetailer / Stockist Application
Create trade accountsTrade Professional Program
Collect quote requestsQuote Request
Grow your email subscribersNewsletter Signup
Receive general enquiriesContact Form
Collect customer feedbackFeedback Form
Run a quick surveyShort Survey

Tip

Don't worry about choosing the perfect template. Every template is fully customizable, so you can add, remove, or edit fields at any time to create a registration form that fits your business perfectly.

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