Creating your first sign-up form

Our customizable trade program forms are the starting point for building your B2B wholesale or trade programs on Shopify. You can easily gather the qualifying information you need from customers using these forms.

Create a trade form in the application

In the Shopify admin, open Apps › B2B Onboarding & Wholesale and select Onboarding Forms from the app menu. This page, Manage your trade forms, lists your forms with their Form ID, name, whether each one is your default form, and the page it's assigned to.

Click Create form, or Edit on an existing form, to open the form builder. Give the form a Title (for example, Trade Application), then build your questions under Customize the fields to suit your needs. A new form starts with suggested questions: First name, Last name, Email, Phone, Company and Occupation. Change or remove any of them except Email, Phone and Company.

Add and arrange questions

Click Add Form Field to add a question. For each question you can set:

• Name: the label your applicants see.
• Type: Text, Text Area, Email, Number, Select, Checkbox, Radio, Ship-to locations, or File Upload.
• Required: True if applicants must answer it before they can submit, False if it's optional.
• Width: 1/3, 1/2, 2/3 or Full, so short questions can sit side by side. File Upload, Checkbox and Ship-to locations questions always use the full width.

To reorder questions, drag the handle on the left of a question up or down. To remove one, click Remove.

Collect documents with File Upload

Choose the File Upload type to ask applicants for a document, such as a resale certificate, tax exemption form or business license. Applicants can upload a PDF or an image (JPG, PNG or WEBP) up to 4.5MB per file, and you'll find the files on the application in your applications dashboard. File Upload is available on the Grow and Pro plans.

Why Email, Phone and Company are always required

Every form includes Email, Phone and Company, and they're always required, so you can't remove them or make them optional. When you approve an application, the app uses them to find or create the applicant's customer in Shopify (Shopify keeps each email address and phone number unique to one customer) and to create their company. Without them, approval couldn't connect the applicant to a Shopify customer and B2B company.

When you're done, click Save. You'll see "Form saved", and you can always make changes to the form later. Your first form becomes your default form.

Adding the B2B sign-up form to a page in Customize Theme

Back on Onboarding Forms, click Add Form to Page next to your form. In Select a page to add the form, choose the page you want the form on and click Add Form to Page. The theme editor opens on that page with the B2B Sign Up Form app block ready to add. You can also add the block yourself: go to Online Store › Themes › Customize, open the page, and add the B2B Sign Up Form block. It can be added to any page.

We typically recommend creating a new page template to add the app block to, this way you can use other native theme blocks to customize the page however you'd like. If you do this, make sure to then create a page that leverages the new page template.

In the block settings, use Form to pick one of your forms. If you leave it empty, the block shows your default form. (Form ID (advanced) takes a Form ID instead, and is only used when no form is picked.) The form you built appears on the page. Then customize the block's heading (for example, Apply for a trade account), sub heading, submit button text, success and error messages, and colors (Background Color, Text Color, Button Background Color, Button Text Color) to match your store, and click Save.

You're ready to go!

With your new form page setup, you're ready to start collecting sign-ups for your B2B wholesale trade program. As applications are submitted, they'll start appearing in the B2B Onboarding & Wholesale application dashboard.

Troubleshooting

"This email has already been used to submit an application"

Every application is unique by email address. The applicant already has an application in your dashboard (approved, pending or rejected). Find it under Applications by searching the email; to let them apply again, delete the old application first.

"Failed to upload files"

The file is too large or of a type the form does not accept. The form takes PDF, PNG, JPEG and WebP files under 10 MB each. If a small PDF still fails, the problem is on our side: send us the store name and the file type through the contact form.

The form submits but nothing appears under Applications

Refresh the page first. If it is still missing, the form block on the page is pointing at a form that was deleted; open the page in the theme editor, select the block and pick the form again. Applications are never dropped silently: a submission the app could not store shows an error to the applicant.