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Publish a Registration Form
Once you've built a wholesale registration form in Clay: B2B Wholesale, you need to publish it to your storefront so that prospective wholesale buyers can find it and sign up. Publishing happens in your Shopify theme — you build a new page template that contains the Clay registration form section, then create a page that uses that template. This guide walks you through every step.
Prerequisites
You have already created a registration form in Clay: B2B Wholesale and set its status to Active. (See the Create a registration form guide if you haven't done this yet.)
You are signed in to your Shopify admin with permission to edit themes and pages.
Your published online store theme supports app sections. (All current Online Store 2.0 themes — including Dawn, the default — do.)
Step 1: Copy the form ID
In your Shopify admin, open the Clay: B2B Wholesale app and go to Forms. You'll see every form you've built, along with its status and a copy-to-clipboard icon next to its Form id.
Find the form you want to publish — it should show a green Active badge — and click the copy icon to copy its Form id to your clipboard. You'll paste this ID into your theme in Step 3.
Why this matters: the ID tells the theme block which of your forms to render. If you have multiple forms (for example, one per region or one per buyer type), each will have its own ID.
Step 2: Create a page template in your theme
Now switch over to Online Store in your Shopify admin. On the Themes page, find your published theme and click Edit theme.
Once the theme editor opens, use the template selector at the top of the screen (it shows "Home page" by default) to switch to the Pages template list:
Click the template selector.
Click Pages.
You'll see a list of existing page templates (such as Default page and any custom templates you've already built). Click Create template at the bottom of the list.
In the dialog that opens, give the template a clear name — for example, wholesale signup form. Leave Based on set to Default page so the new template starts from your store's standard page layout. Then click Create template.
Note: Shopify caps template names at 25 characters and converts them to a slug (for example, "wholesale signup form" becomes wholesale-signup-form). You'll see this slug in the editor and when assigning the template to a page later.
Step 3: Add the Clay registration form section
You're now editing your new template. On the left, under the Template heading, click Add section.
In the picker that opens, switch to the Apps tab and click Clay registration form.
The block is added and its settings panel appears in the middle column. Paste the Form ID you copied in Step 1 into the Registration form id field. As soon as the ID is valid, the storefront preview on the right updates to show your actual form — including all the fields, labels, and styling you configured in the Clay app.
Click Save in the top right to save the template.
Behind the scenes: the theme block doesn't store the form definition itself — it stores only the ID. When the storefront loads, a small JavaScript bundle reads your form's configuration from a Shopify metaobject that the Clay app keeps in sync every time you edit a form. That's why edits you make in the app appear on the storefront within seconds without you having to re-save the theme.
Step 4: Create a Page that uses the template
Saving the template only makes it available — you still need a real Page that uses it. In your Shopify admin, go to Online Store › Pages and click Add page.
In the page editor:
Give the page a customer-facing title, for example Wholesale signup. This is the title that appears at the top of the page on your storefront, and is also used to generate the page URL (e.g.
/pages/wholesale-signup).Under Theme template (right sidebar), select the template you created in Step 2 (for example,
wholesale-signup-form).Under Visibility (right sidebar), choose Visible so customers can reach the page.
Click Save.
Once saved, your form is live on the storefront. Use the View page action at the top of the page editor to open it in a new tab and confirm the page is reachable at its public URL.
If you only see the page title and no form below it, return to Step 3 and make sure you clicked Save in the theme editor and waited for the save to complete before navigating away — the Clay registration form block only renders on the storefront once it's been persisted to the published theme.
Step 5 (optional): Link the page from your store's menu
By default, the page is reachable only at its URL. To make it discoverable, add it to your header or footer navigation:
Go to Content › Menus in your Shopify admin.
Click Main menu to add a link to your header (or click Footer menu to add it to the footer).
Click Add menu item.
Set the Label to something customers will recognize, e.g. Wholesale signup.
Click into the Link field, start typing your page name (e.g.
Wholesale signup), and select the matching page from the dropdown.Click the checkmark to confirm the item, then click Save in the top bar.
After saving, the link appears in your store's navigation immediately.
Troubleshooting
The storefront preview keeps saying "Loading Wholesale Registration Form..." — Double-check that you pasted the entire Form ID into the Registration form id field with no extra spaces. Also confirm the form is marked Active in the Clay app.
My edits to the form don't appear on the storefront. — Form configuration syncs through a Shopify metaobject each time you save a form in the Clay app. If a change doesn't appear, re-open and re-save the form in the Clay app to trigger another sync, then hard-refresh the storefront page.
The page exists but customers can't find it. — Make sure the page's Visibility is set to Visible (not Hidden), and consider adding it to your menu (Step 5).
The section is missing from the Apps tab in the section picker. — Confirm the Clay: B2B Wholesale app is installed and that you're editing the published theme (the section is available in any Online Store 2.0 theme).