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Add the form to your store

Publish a form on a page in your theme, and set the messages applicants see.

Forms are placed with the Wholesale Form theme app block.

Get the form ID

Open Wholesale Forms and copy the ID of the form you want to publish. You will paste it into the block.

Create the page

  1. Online Store β†’ Pages β†’ Add page. Call it something like Wholesale application.

  2. Publish it. Leave the content empty β€” the block supplies the form.

Add the block

  1. Online Store β†’ Themes β†’ Customize.

  2. Navigate to your new page.

  3. Assign a template, or create one for it.

  4. Add block β†’ Apps β†’ Wholesale Form.

  5. Paste the Form ID.

  6. Save.

Settings

Setting
What it does
Default

Form ID

Which form to render. Required.

β€”

Submit Button Text

The button label.

Submit Application

Success Message

Shown after a successful submission.

β€”

General Error Message

Shown when something goes wrong.

β€”

Submit Error Message

Shown when the submission itself fails.

β€”

Network Error Message

Shown when the request cannot reach us.

β€”

Form Not Found Message

Shown when the Form ID does not match a form.

Form Not Found

Form Disabled Message

Shown when the form exists but is disabled.

This form is currently disabled.

Access Denied Message

Shown when the visitor may not access this form.

You do not have access to this form.

Custom CSS

Your own styling.

β€”

Write the success message properly

The default messages are placeholders. The success message in particular is the last thing an applicant sees, and "Success" tells them nothing.

Say what happens next and when:

Thanks β€” we've got your application. We review these within two business days and will email you at the address you gave us. Approved accounts can sign in and see trade pricing straight away.

Set the error messages too. A buyer who hits a network error and sees nothing will assume it worked.

Linking to it

  • Add it to your main navigation, or the footer under "Wholesale" or "Trade accounts"

  • Link it from your product pages where prices are hidden behind login β€” the buyer asking "why can't I see prices?" is exactly who should apply

  • Include it in any trade marketing you send

Testing

  1. Open the page as a logged-out visitor.

  2. Submit a real application with an email you control.

  3. Confirm the success message appears and reads sensibly.

  4. Confirm the submission is in your queue.

  5. Approve it and check the automations ran.

Then test the failure states: disable the form and reload the page to confirm your disabled message shows.

Common problems

"Form Not Found". The Form ID is wrong or has a stray space. Re-copy it.

"This form is currently disabled". The form is disabled in the app. Enable it.

The block is missing from the theme editor. You are on a different template or theme than you think, or the theme is not Online Store 2.0.

The form looks wrong against your theme. Use Custom CSS on the block.

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