• FORM FIELDS AND CONDITIONAL LOGIC • SETUP GUIDE

How to Use the Phone Field

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 Phone for an international contact number for follow-up. This guide explains setup, a practical example, and how to check the result on your Shopify storefront.

When to use it

Choose this type when you need an international contact number for follow-up. Choose the type before configuring mappings, visibility conditions, or approval rules that depend on the answer.

Before you begin

Open the intended form in Rivio B2B Registration Forms and confirm its name and storefront slug. Inspect template fields and smart-block sub-fields so you do not ask for the same information twice. Use dummy details for your first test.

Set up Phone

  1. In the form builder, select Add field and choose Phone.

  2. Expand its settings and enter a clear label or heading, such as Contact phone.

  3. Explain which contact number you need and review the international country picker. Use any validation controls available for this type and avoid making phone mandatory when email is sufficient for your process.

  4. Drag the element into the intended position. If the form uses steps, review its assigned step.

  5. Select Save, preview the form, and confirm the actual storefront page loads this saved form’s slug.

Example

Question or content: Contact phone

Example: An applicant’s test number with the correct country selected

Adapt this example to the information your team needs. Use help text to explain the expected answer, and require it only when your review process needs it.

Test and expected result

Select a country, enter a dummy valid-format number, and inspect the recorded answer. Check the country picker and input on a narrow screen.

Expected result: the saved application contains the intended answer. Any configured visibility, rule, or mapping is checked separately; collecting an answer does not itself approve an applicant.

Limitations and important behavior

Collecting a phone number does not send an SMS or WhatsApp OTP. Do not describe this field as phone verification. Existing customer phone values are preserved on approval.

Troubleshooting

If the number appears unexpected, compare the selected country and entered value in the submission. Separate answer collection from whether the existing Shopify customer’s phone is intentionally preserved.

Screenshots to add

  • Screenshot placeholder: Builder with Phone expanded, showing Contact phone and the applicable saved settings.
  • Screenshot placeholder: Dummy submission showing the example answer; include the storefront input if it helps explain selection or validation.

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