• FORM TEMPLATES • SETUP GUIDE

How to Use the Feedback 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 Feedback Form template in Rivio B2B Registration Forms to collect Shopify applications from customers sharing feedback about your business.

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.

Collect useful experience feedback

The Feedback template is for experience and satisfaction responses. Ask about the part of the journey you want to improve and provide an open comment field for context. Collect contact details only if you need follow-up.

Keep feedback separate from buyer qualification. Do not use an approval action to imply that a complaint has been resolved; your team's response and the submission status have different purposes.

Set up this workflow

  1. Open the app Templates page.

  2. Find Feedback Form and review its purpose.

  3. Select Use template to open the generated form.

  4. Review contact details, overall experience, and additional comments; 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 buyer describes how easy it was to complete the wholesale onboarding process.

Expected result

The response retains the buyer experience and comments for review; it is not an order or approval decision.

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 Feedback 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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