• CREATING AND MANAGING FORMS • SETUP GUIDE

How to Create a Form from Scratch

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

Build a custom Shopify registration form with a blank starting point and the fields your business needs.

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.

Build only the questions you need

A blank form has no business-specific questionnaire to rely on. Add an Email field or Customer contact block when the workflow needs customer matching, applicant emails, or email-marketing sync. Then add business questions using the field types suited to each answer.

A Number field is appropriate for numeric comparisons in approval rules; a Dropdown keeps a buyer-type answer consistent. Use a separate label, helpful example, and required setting for each question. Save before leaving the builder.

Set up this workflow

  1. Open Forms and select Create a form.

  2. Choose Start blank form instead of selecting a template.

  3. Enter a descriptive form name and unique slug.

  4. Use Add field to add an Email field or Customer contact block, followed by the business questions you need.

  5. Configure each field label, validation, mapping, and order, then save.

  6. Preview the form and confirm a test applicant can understand and complete each question.

Example

Start blank and add Email, Short text labelled Business name, and a Dropdown labelled Buyer type with Retailer and Distributor choices.

Expected result

The preview shows three clear questions and the submission records the selected buyer type.

Limits and important behavior

  • Nothing in the builder is saved until you select Save.
  • An email is needed for applicant emails and email-marketing integrations.
  • Do not collect payment-card details or unnecessary personal information.

Troubleshooting and verification

If the preview and storefront differ, save the builder, reopen the form to confirm the saved version, and compare its slug with the Wholesale form block. A similarly named form can be a separate copy with different settings.

Screenshots to add

Screenshot placeholder: Capture the relevant app screen for “How to Create a Form from Scratch” after completing the setup. Show the controls used to open Forms and select Create a form. Add a second screenshot showing the result of this check: Preview the form and confirm a test applicant can understand and complete each question. Use dummy applicant details and mask any secrets.

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