• CREATING AND MANAGING FORMS • SETUP GUIDE

How to Draft a Registration Form with AI

By Rivio Support Team
2 min read

What you will achieve in this guide

Follow this step-by-step documentation to configure custom B2B registration forms, approval workflows, and customer tagging.

EXPECTED SETUP TIME 5-10 Minutes
COMPATIBILITY All Shopify Themes & Plans
TECHNICAL DIFFICULTY Zero Code Required

Use the AI form generator to draft Shopify registration fields from a business description, then review and save the result yourself.

Before you begin

Identify the form by both its internal name and slug before making changes. Check where that slug is used on your storefront, and review dependent rules or mappings before removing questions.

What the AI draft contains

Describe the audience, the required information, and the intended question types. The generator drafts fields and includes an email field, but the draft still needs your review for relevance, wording, required answers, mappings, and approval settings.

Use it to shorten the first drafting step, not to verify a business or write the final qualification policy without review. Remove unnecessary personal information, preview the saved form, and submit an application before making it available to buyers.

Set up this workflow

  1. Open the app’s available AI form-generation workflow.

  2. Describe the audience, required business details, and desired application questions.

  3. Ask for clear labels and specify which fields should be required.

  4. Generate the draft and review every suggested field and choice.

  5. Check the included email field, mappings, validation, and approval settings before saving.

  6. Preview and test the saved form before publishing it to your storefront.

Example

Create a wholesale application collecting business name, primary contact, country, resale certificate, and estimated annual purchase volume.

Expected result

The draft contains an email and the requested business questions; the reviewed version is saved and a valid test application reaches Submissions.

Limits and important behavior

  • All current app features are included in the Free plan.
  • AI drafts require review and do not verify a business license or uploaded document.
  • Do not assume the generated questions or mappings match your business requirements.

Troubleshooting and verification

If the preview and storefront differ, save the builder, reopen the form to confirm the saved version, and compare its slug with the Wholesale form block. A similarly named form can be a separate copy with different settings.

Screenshots to add

Screenshot placeholder: Capture the relevant app screen for “How to Draft a Registration Form with AI” after completing the setup. Show the controls used to open the app’s available AI form-generation workflow. Add a second screenshot showing the result of this check: Preview and test the saved form before publishing it to your storefront. Use dummy applicant details and mask any secrets.

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