• FORM TEMPLATES • SETUP GUIDE

How to Use the Contact Form Template

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 Contact Form template in Rivio B2B Registration Forms to collect Shopify applications from visitors who want to send a general enquiry.

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.

Use the form for enquiries

A Contact form gathers contact details and the buyer's question. Keep the enquiry clear and collect enough information to reply. It can be used by prospective stockists who need an answer before applying.

An enquiry is not automatically a wholesale approval. Review notifications and after-approval settings so a general question does not accidentally grant wholesale tags or create a company through an unrelated automation rule.

Set up this workflow

  1. Open the app Templates page.

  2. Find Contact Form and review its purpose.

  3. Select Use template to open the generated form.

  4. Review contact details, optional company information, and the enquiry; adjust required fields and validation for your workflow.

  5. Review the after-approval customer tags and company-creation option. Keep only the settings appropriate to this form and save.

  6. Preview the saved form and submit a test to confirm the collected answers support your review process.

Example

A prospective retailer asks whether your brand is accepting new stockists.

Expected result

The enquiry appears in Submissions and the configured team notification directs a reviewer to it.

Limits and important behavior

  • Template fields and settings can be customized before publication.
  • Customer tags identify applicants but do not automatically grant a price list or catalog.
  • Add an Email field or Customer block if the workflow needs applicant emails or email-marketing integrations.

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 relevant app screen for “How to Use the Contact Form Template” after completing the setup. Show the controls used to open the app Templates page. Add a second screenshot showing the result of this check: Preview the saved form and submit a test to confirm the collected answers support your review process. Use dummy applicant details and mask any secrets.

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