Instead of taking wholesale applications over email, publish a real signup form on your storefront. Applications arrive in an inbox inside the app, and approving one creates the Shopify customer, applies the group tag, and switches their pricing on immediately.
Where to find it
Set the form up under Registration Form in the app. Applications arrive under Registrations.
How to set it up
Turning it on
Go to Registration Form in the app.
Set the heading, description, and which group approved applicants are tagged into.
These are the Form title, Intro paragraph and Default group when someone applies.
Turn the form on.
Under Form status, switch on Show the registration form on the storefront, then click Save settings.
Put the form on your storefront.
In your theme editor, add the Wholesale Registration block to any page, or link buyers to the form URL shown in the app (Copy preview URL).
Options
It matches your theme automatically
The form's typography always follows your live theme fonts. You set the background, text and button colors, plus corner radius and width, in the block's settings in the theme editor, so it looks like a page you built rather than an embedded app widget. There is no CSS to write. If you change your theme's fonts, the form follows.
Form settings
| Setting | What it does |
|---|---|
| Required fields | Require a company name or a tax / VAT / GST ID, and show or hide the website and address fields. |
| Default group when someone applies | The group an approved applicant is tagged into. You can override it per application when approving. |
| Auto-approve domains | Applications from these email domains skip manual review. |
| Approval email and Rejection email | Subject and body for each, with merge tags such as the applicant's name, company and your shop name. |
| Notify me at (email) | Where new-application alerts are sent. Defaults to your store owner email when blank. |
Custom fields
Custom fields are available on Growth and Pro plans. Every plan includes the standard fields (business name, contact name, email, phone).
Add your own questions and drag them into the order you want them answered. Supported field types:
- Short text and paragraph text, for things like a tax or company registration number, or a longer answer
- Email address and phone number
- Dropdown, for a single choice from a list, such as annual order volume
- Multi-select, when an applicant can pick several options, such as which product categories they stock
- Radio, for a single visible choice, such as retailer or distributor
- Checkbox, for agreements and opt-ins
Each field can be marked required, and every answer is stored against the application so you can see it when reviewing.
Reviewing applications
Open Registrations to see everything that has come in, filtered by pending, approved, and rejected.
- Approve creates or updates the Shopify customer, applies the group's tag, and sends a branded approval email.
- Reject sends a branded rejection email. No customer record is created.
Both emails carry your store name and branding rather than looking like a generic app notification.
Spam protection
The form uses a hidden honeypot field plus per-email rate limiting. Automated submissions are silently routed aside, and a repeat submission from the same address inside 24 hours is blocked. Genuine applicants are never shown a puzzle or a CAPTCHA.
Plan required
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