• FORM TEMPLATES • SETUP GUIDE

Choosing the Right Form Template

By Rivio Support Team
1 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

Choose a Shopify registration template for wholesale, retailer, trade, distributor, contact, feedback, quote, newsletter, or survey applications.

Before you begin

Choose the template that matches your audience, then inspect its questions, approval tags, and company-creation defaults. Decide which information your reviewer actually needs before adding more required questions.

The nine starting templates

The available starting points are Wholesale Application, Retailer / Stockist Application, Trade Professional Program, Distributor / Bulk Buyer, Contact, Feedback, Quote Request, Newsletter Signup, and Survey. Choose by the information and audience rather than by a promised outcome.

Business-onboarding templates can include approval tags and company settings. General-purpose forms do not need company creation just because this is a B2B app. Inspect the generated settings before collecting live responses.

Example

Compare Wholesale Application with Retailer / Stockist Application for a merchant recruiting stores to carry its products. Review the stockist template's questions and approval settings before choosing it.

Expected result

The selected starting point matches the audience, and template defaults have been checked before activation.

Limits and important behavior

  • The documented collection contains nine templates.
  • Review settings instead of assuming a template grants wholesale pricing automatically.
  • Approval tags can support your other Shopify workflows, but tags alone do not assign B2B catalogs.

Troubleshooting and verification

If the form collects responses but does not grant wholesale access, inspect the application status and after-approval settings. A template supplies a starting configuration; pricing, catalogs, and access in your other tools still need their own setup.

Screenshots to add

Screenshot placeholder: Capture the app screen or test result described in “Choosing the Right Form Template”. Include the relevant saved settings and the example outcome so readers can connect the explanation to the interface. Use dummy applicant details and mask any secrets.

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