• GETTING STARTED • SETUP GUIDE
Rivio B2B Registration Forms — Help Center
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
Find step-by-step setup instructions, examples, expected results, troubleshooting, and screenshot instructions for Rivio B2B Registration Forms. All current app features are included in the Free plan; Shopify and connected-service requirements are separate.
Start here
Getting Started (7 articles)
- Getting Started with Rivio B2B Registration Forms
- How to Install Rivio B2B Registration Forms
- How the App Works: From Application to Approval
- How to Uninstall Rivio B2B Registration Forms
- Understanding the Dashboard and Setup Guide
- Understanding Available Features and Limitations
- Understanding the Free Plan
Creating and Managing Forms (8 articles)
- How to Create Your First Registration Form
- How to Preview, Test, and Publish a Form
- How to Create a Form from Scratch
- How to Edit an Existing Form
- How to Duplicate a Form
- How to Archive or Delete a Form
- Understanding Form Names, Slugs, and Statuses
- How to Draft a Registration Form with AI
Form Fields and Conditional Logic (27 articles)
- Understanding All 16 Form Field Types
- How to Configure Field Validation
- How to Add, Edit, Reorder, and Remove Fields
- How to Configure Labels, Placeholders, Help Text, and Required Fields
- How to Use Text, Email, Phone, Number, and Date Fields
- How to Use Dropdowns, Radio Buttons, and Checkboxes
- How to Use Customer, Company, and Address Blocks
- How to Map Answers to Shopify Customer and Company Records
- How to Configure File Uploads and Validation
- How to Use Hidden Fields, Section Headers, and HTML Blocks
- How to Show or Hide Fields with Conditional Logic
- How to Use the Short text Field
- How to Use the Paragraph Field
- How to Use the Email Field
- How to Use the Phone Field
- How to Use the Number Field
- How to Use the Date Field
- How to Use the Dropdown Field
- How to Use the Radio buttons Field
- How to Use the Checkboxes Field
- How to Use the File upload Field
- How to Use the Address Field
- How to Use the Company (B2B) Block
- How to Use the Customer (contact) Block
- How to Use the Hidden Field
- How to Add Section Headers to a Form
- How to Use the HTML Block in a Form
Form Templates (13 articles)
- Choosing the Right Form Template
- How to Use the Wholesale Application Template
- How to Use the Retailer / Stockist Application Template
- How to Use the Distributor / Bulk Buyer Template
- Creating Contact and Feedback Forms from Templates
- How to Customize a Template
- How to Use the Trade Professional Program Template
- How to Create a VIP Customer Application Form
- How to Use the Contact Form Template
- How to Use the Feedback Form Template
- How to Use the Quote Request Template
- How to Use the Newsletter Signup Template
- How to Use the Survey Template
Form Design and Layout (8 articles)
- Understanding the Form Settings Tabs
- How to Customize Form Titles, Fonts, and Colors
- How to Customize Input Fields and Labels
- How to Customize the Submit Button
- How to Configure Alignment, Width, Borders, and Spacing
- How to Add Custom CSS to a Registration Form
- How to Create a Multi-Step Form
- Understanding Storefront Languages and Translation Fallbacks
Storefront Display (7 articles)
- How to Add the Wholesale Form Block to Your Shopify Store
- How to Select the Correct Form Using Its Slug
- How to Display a Form Inline
- How to Open a Form with a Popup Button
- How to Configure Exit-Intent and Timed Popups
- How to Configure the Success Message or Redirect
- How to Test Your Form on Desktop and Mobile
Submissions and Approvals (10 articles)
- Understanding Submission Statuses
- How to Search and Filter Submissions
- How to Review Answers, Uploaded Files, and Submission Details
- How to Approve an Application Manually
- How to Reject an Application and Include a Reason
- How to Mark an Application as Spam
- How to Reopen or Delete a Submission
- How to Customize Application Reference Numbers
- How to Export Submissions to CSV
- How to Use AI Applicant Scoring and Summaries
Approval Rules and B2B Setup (13 articles)
- Understanding Automatic Approval Rules
- How to Create an Auto-Approve Rule
- How to Create an Auto-Reject Rule
- How to Send Applications to Manual Review
- Understanding Conditions and All / Any Matching
- How Rule Status, Priority, and First-Match Behavior Work
- How to Configure Customer Tags on Approval
- How to Create a Shopify B2B Company on Approval
- Understanding Location Admin and Ordering-Only Permissions
- What Happens When You Reject or Reopen a Previously Approved Application
- Using Customer Tags When You Do Not Use Shopify B2B
- How to Create and Update a Customer Segment Using Approval Tags
- Understanding Customer Creation and Existing Customer Data on Approval
Emails and Notifications (6 articles)
- Understanding Merchant and Applicant Emails
- How to Configure New-Submission Notification Recipients
- How to Customize the Application-Received Email
- How to Use Email Variables and HTML Formatting
- Understanding Approval, Rejection, and Rule Email Settings
- How to Configure and Verify Your Own SMTP Sender
Spam Protection (5 articles)
- How to Set Up Google reCAPTCHA v2
- How to Enable reCAPTCHA on a Form
- How to Block Email Domains
- How to Configure Duplicate-Submission Protection
- Understanding Honeypot Protection and Spam Handling
Integrations and Developer API (17 articles)
- Understanding Integration Events and Their Limitations
- How to Connect Klaviyo
- How to Connect Mailchimp
- How to Connect MailerLite
- How to Connect GetResponse
- How to Send Submission Notifications to Slack
- How to Configure an Outbound Webhook
- How to Verify Webhook Signatures
- How to Connect the Official Zapier App
- How to Create and Revoke Developer API Keys
- How to List, Retrieve, and Update Submissions Through the API
- How to Use the Postman Collection and Handle API Errors
- How to Connect Google Sheets
- How to Create a New Spreadsheet for Submission Sync
- How to Choose an Existing Spreadsheet and Sync Tab
- How to Reconnect or Disconnect Google Sheets
- How to Troubleshoot Google Sheets Sync Errors
Analytics and A/B Testing (7 articles)
- Understanding the Analytics Dashboard
- How to Filter Analytics by Form and Time Range
- Understanding Views, Submissions, and Conversion Rates
- How to Analyze Multi-Step Form Drop-Off
- Understanding Traffic Sources and Approval Statistics
- How to Configure Design Variants for A/B Testing
- How to Compare A/B Test Results
Shopify Sidekick (8 articles)
- Getting Started with Shopify Sidekick for Rivio Forms
- How to Draft Registration Forms with Shopify Sidekick
- How to Find Forms and Applications with Shopify Sidekick
- How to Get Approval-Rule Suggestions from Shopify Sidekick
- How to Review Form and Shop Settings with Shopify Sidekick
- How to Review Form Analytics and A/B Tests with Shopify Sidekick
- How to Find Integrations and Export Links with Shopify Sidekick
- Understanding Shopify Sidekick Review and Confirmation
Team Roles and Form Assignments (5 articles)
- Understanding Owner, Staff, and Read-Only Roles
- How to Assign Forms to Staff Members
- How to Give a Team Member Read-Only Access
- How to Organize a Team Application-Review Workflow
- Why Can’t a Team Member Access or Edit a Form?
Troubleshooting and FAQs (12 articles)
- Why Is My Form Not Appearing on the Storefront?
- Why Are My Form Changes Not Showing?
- Why Can’t an Applicant Submit the Form?
- Why Is a File Upload Being Rejected?
- Why Didn’t an Approval Rule Match?
- Why Wasn’t a Shopify Customer or Company Created?
- Why Are Notification Emails Not Arriving?
- Why Didn’t an Integration Receive a Submission or Approval?
- Why Are Analytics Empty or Different from Submission Counts?
- What Should I Do If an App Page Opens Blank?
- Frequently Asked Questions About Shopify B2B Registration Forms
- Understanding Data Access, Security, and Privacy
Need help?
Contact support@rivioapps.com with the form name or application reference, what you expected, the exact issue, and the checks you tried. Use dummy details in screenshots and mask secrets.
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