Create a B2B Registration Form

Overview

This guide walks you through creating a B2B Registration Form, from setting up the general configuration to customizing fields and publishing the form on your storefront.

Go to Registrations in the sidebar, then click Manage forms.

Click on Create form.

Step 1: General configuration

In the General Information section:

• Name: enter a name for this form. This name is displayed on your storefront, so make it meaningful to your buyers (e.g. "Wholesale Application Form").

• Form URL: If you want to embed the form to a page on your store instead of B2Bridge Portal, select Create a new page on your store and paste the URL.

• Status: set to Published to make the form live on your storefront, or Unpublished to keep it hidden while you're setting it up.

Step 2: Approval

Choose how incoming registrations are approved:

• Manual approved by you: each submission waits in the queue until you review and approve it. You can optionally hide the password field so buyers set a password only after approval.

• Auto approve a customer if their email contains: enter an email domain (e.g. @mycompany.com) and any buyer registering with that domain is approved automatically.

• Auto approved upon registration: all submissions are approved instantly without any review.

Step 3: Post registration

• After registration, redirect customer to page: enter the URL of the page buyers land on after submitting the form (e.g. a "Thank you" page or your homepage).

• Add tag to customers successfully registered via this form: automatically tag approved customers with a Shopify tag. This is useful if you want to assign them to a Customer Group automatically.

Step 4: Form fields

In the Fields & protection tab, you can add, remove, reorder, and configure form fields.

System fields

System fields are pre-built fields for common B2B information. Available fields include: First name, Last name, Company, Phone, Address, City, Postal code, Country/Region, and Tax ID verification fields (VAT, ABN, GST, UK VAT).

Toggle system fields on or off depending on what information you need.

Custom fields

Click Add new field to add a custom field. Available field types include: Text, Textarea, Dropdown, Checkbox, Radio button, Number, Date, and Heading.

For each field you can configure: label, placeholder, help text, whether it's required, and for dropdowns/radios, the option values.

Privacy & spam protection

• Enable privacy mandatory step: requires buyers to accept your privacy policy before submitting.

• Enable Google reCAPTCHA: adds reCAPTCHA to the form to block spam submissions. If you want to use your own reCAPTCHA keys, click the link to go to the reCAPTCHA Key Setup page.

The Preview panel on the right shows a live preview of your form as you make changes. When you're happy with the setup, click Save.

Step 4: Messages

Edit the notification messages on your registration.

• Message colors

  • Success message color: Click the color picker to choose the exact hue for positive confirmation text (e.g., when a form is successfully submitted).

  • Error message color: Click the color picker to define the alert color for warning or failure text (e.g., when a mandatory field is left blank).

• Success messages: Expand this accordion menu to customize the actual text copy your customers will see upon a successful action.

• Error messages: Expand this accordion menu to rewrite the specific error notification copy, giving you control over how validation issues or submission failures are communicated.

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Need Help?

If you have questions or run into issues while using any feature, we're here to help.

• 💬 Start a Live Chat with our support team directly from your B2Bridge dashboard.

• 📧 Email us at [email protected] and we'll get back to you as soon as possible.