• FORM TEMPLATES • SETUP GUIDE

How to Use the Newsletter Signup 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 Newsletter Signup template in Rivio B2B Registration Forms to collect Shopify applications from visitors subscribing to your updates.

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 a signup rather than a wholesale application

The Newsletter Signup template is a short way to gather subscriber contact information. An Email field is required for email-marketing integrations to identify the applicant. Review the connected list or audience before publishing.

An accepted signup does not authorize unrelated data use or grant wholesale access. Configure the form's notifications, integrations, and approval settings for signup behavior rather than retaining wholesale company-creation defaults.

Set up this workflow

  1. Open the app Templates page.

  2. Find Newsletter Signup and review its purpose.

  3. Select Use template to open the generated form.

  4. Review subscriber contact details and any relevant signup information; 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 merchant collects subscriber emails and syncs them to a connected marketing list.

Expected result

A valid submitted email can reach the selected connected marketing destination; campaign sending is managed separately.

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 Newsletter Signup 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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