Create Registration Forms

Open BMT B2B Wholesale Pricing in Shopify Admin and go to Forms to view or create registration forms.

• Open the BMT B2B Wholesale Pricing app in Shopify Admin
• Select Forms in the app navigation
• Review your existing forms or prepare to create a new form

Start a new form and choose the preconfigured wholesale registration template.

• Click Create Form on the forms overview page
• Browse the available form templates
• Select Wholesale Registration Form

Use the three main tabs to configure the form, customize its appearance, and manage email settings.

• Configuration controls the form content, fields, pages, and submission settings
• Appearance controls the layout, width, typography, and colors
• Emails contains the form's email settings
• Use the live preview to see changes while you work

In Configuration, set the internal form name and customize the information customers see at the top of the form.

• Click Form Name to update the form name, page title, and handle
• Edit the Header Name shown to customers
• Add or revise the form Description
• Check each change in the live preview

Select any field in the form to tailor the information requested from wholesale applicants.

• Click an existing field, such as First Name or Email Address
• Change the field label, placeholder, and help text
• Choose the field alignment
• Mark the field as required or optional

Extend the form with additional pages or fields when you need to collect more information.

• Use the Pages area and click Add Page to create Page 2 or more steps
• Click Add Element to insert a new field
• Choose from available elements such as rich text, dropdown, terms and conditions, newsletter, checkbox, date, number, or file upload
• Arrange related fields across pages to keep longer forms clear

Add File Upload when applicants need to submit certificates or supporting documents.

• Select File Upload from the available form elements
• Set the field name and help text
• Choose the maximum file size and whether the field is required
• Confirm that the upload area appears in the live form preview

Open Appearance and adjust the form to match your storefront branding.

• Choose the Default or Boxed layout
• Set the form width
• Select the font style and font size
• Adjust the background, heading, text, primary button, and secondary button colors
• Review the result in the live preview

Choose from additional Select and Miscellaneous elements to collect the information your wholesale application needs.

• Rich Text — add instructions, headings, or other helpful information without asking the applicant to enter a response
• Dropdown — let applicants choose one option from a predefined list, such as business type or country
• Terms and Conditions — ask applicants to review and accept your wholesale terms before submitting the form
• Newsletter — let applicants choose whether they want to receive marketing news and updates
• Checkbox — allow applicants to select or confirm one or more options
• Date — collect a specific date, such as a business start date or preferred delivery date
• Number — collect numeric information, such as the number of locations or estimated order quantity
• File Upload — allow applicants to attach supporting documents, such as a resale certificate or business license
• Captcha Verification — help protect the form from spam and automated submissions
• Add each element where it best fits in the form, then customize its label, help text, options, and required status where available
• Check the live preview to confirm every added element is clear and correctly positioned

Choose whether submitted wholesale registrations require review or are approved automatically.

• Turn on Auto Approval if eligible registrations should be approved instantly
• Leave Auto Approval off when each submission should be reviewed manually
• Confirm the selected approval flow before activating the form

Assign a Shopify customer tag to approved registrants so they can be identified and targeted with wholesale rules.

• Enter a Default Customer Tag, such as wholesale
• The tag is assigned after a registration is approved
• Use the same tag in customer-specific wholesale pricing rules when required

Make the form available for new submissions and save the completed configuration.

• Click Mark as Active so the form can accept new registrations
• Review the Configuration, Appearance, and approval settings
• Click Save to publish the form

Use the generated URL to open the live registration form and confirm that it is ready for applicants.

• Copy the generated form URL after saving
• Paste the URL into a browser
• Confirm the live form displays the correct fields, pages, styling, and file upload options
• Submit a test registration before sharing the link with customers