Build your form

The flow builder, every field type available, and how to lay out an application buyers will actually finish.

Forms are built on a canvas: add fields, drag to reorder, preview as you go.

Creating a form

1. Go to Wholesale Forms.

2. Create form.

3. Give it a name and description — both are shown to applicants.

4. Add your fields.

5. Save, and set it enabled when you are ready to take applications.

Field types

Field	Use for
Text	Short answers — business name, contact name
Text area	Longer answers — what they sell, which territory
Email	Email address, validated
Number	Whole numbers — years trading, number of locations
Decimal number	Values with decimals — expected monthly spend
Phone number	Telephone, validated
Password	Masked input
URL	Their website
Date	Date picker — incorporation date, licence expiry
Dropdown	One choice from many, compactly
Radio buttons	One choice from a few, all visible
Multi-select checkboxes	Several choices — product categories of interest
Toggle switch	A single on/off
Checkbox	A single tick
Country selector	Country, from a standard list
File upload	Documents — reseller certificates, trade references, tax forms
Section header	A heading to group fields. Not an input.
Description	Explanatory text. Not an input.
Consent checkbox	Terms acceptance, marketing opt-in

Field settings

Each input field has:

• Label — what applicants see. Write it as a question.

• Placeholder — optional hint text inside the field.

• Required — whether the form can be submitted without it.

Choice fields (dropdown, radio, multi-select) also take their list of options.

The primary field

One field is the primary field, and it should be an email field. It identifies the submission — it is what appears in your queue, and what approval automations use to find or create the Shopify customer.

Get this right before you take real applications. Without a usable email as the primary field, approval cannot create or match a customer, and your automations will not run.

File uploads

File upload fields let applicants attach documents. Uploads are stored securely and viewable from the submission — PDFs and images render inline in the admin, so you can check a certificate without downloading it.

This is usually what makes an application reviewable rather than just a lead.

Preview as you build

The builder has a live preview. Use it — it renders the form as applicants see it, respects conditional logic, and lets you click through multi-step forms with Back and Next.

Validation errors are deep-linked: click the error and the canvas jumps to the field causing it, which saves real time on a long form.

Designing a form people finish

• Ask for less. Every field costs you applications. If you would approve someone without knowing it, do not ask.

• Front-load the easy fields. Name and email first, tax numbers and uploads later.

• Group with section headers. "About your business", "Tax and compliance", "Your contact details".

• Use conditional logic instead of "if applicable". A field that only appears when it is relevant beats a field everyone must read and skip. See conditional logic & multi-step.

• Split long applications into steps. Four short pages beat one long scroll.

• Be honest in the description about what happens next and how long review takes.