• CREATING AND MANAGING FORMS • SETUP GUIDE

How to Duplicate a Form

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

Duplicate a Shopify registration form to reuse its setup for another audience while managing the new form independently.

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 to review in the copy

Duplication gives you a separate starting point for another audience. Rename the copy, check its distinct slug, and review fields, approval tags, rules, notifications, and storefront placement before activating it. A distributor copy should not retain retailer-specific questions or tags simply because they were convenient defaults.

The original form's customer-segment link is not copied. Create or update the copied form's own segment after saving its intended approval tags. Changing the duplicate should not be mistaken for changing the original form on an existing page.

Set up this workflow

  1. Open Forms and locate the original form.

  2. Use its Duplicate action.

  3. Open the new copy and give it a distinct internal name.

  4. Review the new slug, fields, approval tags, notifications, and rules before saving.

  5. If the new form needs a customer segment, create its own segment from its approval tags.

  6. Preview the copy and confirm that editing it does not change the original form.

Example

Duplicate a wholesale form for distributor applications, then change the volume questions and approval tags.

Expected result

The distributor copy has its own name, slug, questions, and tags; editing it leaves the original wholesale form separate.

Limits and important behavior

  • The current release does not copy the original form’s customer-segment link.
  • Review integration and approval settings instead of assuming the duplicated flow is ready for live use.

Troubleshooting and verification

After duplication, check the new slug, approval defaults, and destination page before publishing. A duplicate does not inherit the original customer-segment link; create its own segment if needed. Editing the duplicate will not update a block still pointing to the original slug.

Screenshots to add

Screenshot placeholder: Capture the relevant app screen for “How to Duplicate a Form” after completing the setup. Show the controls used to open Forms and locate the original form. Add a second screenshot showing the result of this check: Preview the copy and confirm that editing it does not change the original form. Use dummy applicant details and mask any secrets.

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