How to create a new registration form?

Creating a registration form with Rivio B2B Registration Forms is quick and easy. You can start with a ready-to-use template or create your own form from scratch. Once your form is created, you can customize it, publish it, and display it on your Shopify storefront.

Step 1: Open the Forms Page

1. Log in to your Shopify Admin.
2. Open Rivio B2B Registration Forms.
3. Click Forms from the left-hand navigation menu.
4. Click Create a Form.

The form creation page will open.

Step 2: Choose How to Start

You can create a registration form in one of two ways.

Option 1: Use a Template

Choose a pre-built template to get started quickly.

Available templates include:

• Wholesale Registration
• Retailer / Stockist Application
• Trade Professional Program
• Quote Request
• Newsletter Signup
• Contact Form
• Feedback Form
• Short Survey

Click Use Template on the template that best fits your business.

Option 2: Create a Blank Form

Select a blank form if you'd like to build your registration form from scratch. You can add and customize every field to suit your business needs.

Step 3: Enter Form Details

After creating your form, enter the basic information.

• Form Name – An internal name to identify the form.
• Form Title – The title displayed to your customers.
• Description – A short description explaining the purpose of the form.

You can update these details at any time.

Step 4: Customize Your Form

Use the Form Builder to create a registration form that matches your business requirements.

You can:

• Add new fields.
• Remove unnecessary fields.
• Edit field labels.
• Reorder fields using drag and drop.
• Mark fields as required.
• Add placeholder text.
• Add helper text or descriptions.

You can also organize your form using headings, paragraphs, and divider elements.

Step 5: Configure Form Settings

Open the Settings tab to customize how your form works.

You can configure:

• Customer confirmation message.
• Customer notification emails.
• Admin notification emails.
• Application approval settings.
• Customer tags.
• Other available form options.

Step 6: Save and Publish Your Form

1. Click Save.
2. Review your form.
3. Publish the form when you're ready.

Once published, your registration form is ready to be added to your storefront.

Step 7: Display Your Form on Your Store

1. Open the Shopify Theme Editor.
2. Add the Wholesale Form app block to a page.
3. Enter the published Form Slug.
4. Click Save.

Customers can now submit registration applications directly from your storefront.

Tips

• Use a template to save time when creating a new form.
• Only collect the information you need from applicants.
• Mark only essential fields as required to improve submission rates.
• Preview your form before publishing it.
• You can edit and republish your form at any time.

What's Next?

After publishing your form, you can:

• Add the form to your Shopify storefront.
• Receive customer applications.
• Review submissions.
• Approve or reject applicants.
• Manage your wholesale customers.

Your registration form is now ready to help you collect applications and grow your B2B business.