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Customize Your Wholesale Registration Form

The form editor lets you change your wholesale registration form without touching any code. Rearrange sections, rename fields or describe a change in plain language and the editor applies it for you.


1) Open the form editor

  1. In your Shopify admin, open PortalSphere and click Wholesale Registration under Shop Settings. You can also click Buyer Registration in the left-hand menu.

    PortalSphere dashboard with the Wholesale Registration card and Buyer Registration menu item highlighted

  2. Click Edit registration form.

    Buyer Registration page with the Edit registration form button highlighted


    The editor opens with a live preview of your form on the left and the Agent panel on the right.
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2) Move a field

  1. Click the field you want to move. A dotted blue outline shows it's selected.

  2. Click the up or down arrow in the toolbar to move it.

    Selected Tax ID Document field with the up and down arrows highlighted


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3) Rename a field

  1. Click the field's label.

  2. Type the new name. The preview updates as you type.

    Buyer Type label renamed to Store Type


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4) Ask the Agent to make a change

  1. Click the field you want to change.

  2. In the Agent panel, type what you want in the What would you like to change? box. For example: The Social Media box should be a social media handle for the input instead of a URL.

Press Enter or click Send.

Selected Social Media field with a change typed in the Agent box


The Agent updates the form and explains what it changed.

Social Media field updated to @yourhandle with the Agent's reply highlighted


​Tip: Click the Common Requests tab for one-click additions like a Tax ID upload, an introductory paragraph or a Terms and Conditions popup. Check the ones you want and click Send.

Common Requests tab with Add Tax ID form upload checked and the Send button highlighted



Editor Toolbar

Tool

What it does

Preview under theme

Shows the form with the styling of the theme you select.

Form / Confirmation

Switches between editing the form and the confirmation message buyers see after they submit.

Up and down arrows

Move the selected field up or down.

Group / Ungroup

Groups the selected fields together or separates them again.

Delete

Removes the selected field.

Undo

Reverses your last change.

Reset registration form

Restores the default registration form.

5) Save your changes

Click Save at the top of the page. To throw out your edits instead, click Discard.

Unsaved changes bar with the Save button highlighted

6) View the form on your storefront

  1. In your Shopify admin, go to Online Store → Pages.

  2. Hover over Wholesale Registration and click the eye icon to view the page.

    Pages list with Online Store, Pages, Wholesale Registration and the eye icon highlighted


    Your updated form now shows on your storefront.

    Updated wholesale registration form on the storefront


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Made a mistake? Reset to the original form

Click Reset registration form in the top-right corner of the editor. This puts your form back to the original PortalSphere registration form.
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Note: Resetting removes all of your custom changes, so only use it when you want to start over.

Form editor with the Reset registration form button highlighted

Need help?

If you get stuck at any point, reach out to us at support@portalsphere.io and we'll be happy to assist.

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