• FORM TEMPLATES • SETUP GUIDE

How to Use the Trade Professional Program 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 Trade Professional Program template in Rivio B2B Registration Forms to collect Shopify applications from designers, architects, contractors, and other trade professionals.

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.

Review professional eligibility

The Trade Professional Program template suits designers, architects, contractors, and similar professional buyers. Collect profession, studio or company, contact details, and a portfolio or supporting information that helps assess eligibility.

The documented starting tags are trade and vip. Those tags can identify approved professionals but do not by themselves grant a discount. Use manual review when a portfolio or credential must be inspected rather than relying on a file-presence rule.

Set up this workflow

  1. Open the app Templates page.

  2. Find Trade Professional Program and review its purpose.

  3. Select Use template to open the generated form.

  4. Review profession, contact details, company or studio, portfolio, and supporting 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

An interiors brand reviews a designer’s portfolio before accepting them into its trade program.

Expected result

The professional application includes the portfolio information for a human reviewer; a trade/vip tag is added only through the configured approval workflow.

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 Trade Professional Program 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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