Setting up a WooCommerce Wholesale Store with WholesaleX, created all required user roles? The next thing you need to do is to create a custom registration form for B2B users. It will make the customer acquisition process a lot simpler.
So without further ado, let’s see how we can create a custom registration form and a login form with a few simple steps.
Step 1: Start Creating a Custom Registration Form
First, go to WholesaleX >> Registration Form. Here you can see a basic form is already created with the mandatory fields that include Email and Password. Now you need to configure it as per your needs.
Step 2: Add Custom Fields
While building the form, the first thing which will come to your mind is adding custom fields. The WholesaleX’s Form Builder comes with so many predefined and custom fields. You can explore them by clicking on the “Add New” button.
Let’s now add custom fields and configure them according to our requirements. For example, we want to collect Tax/Vat numbers from the customers. For that, we need to add a number field.
After adding the field, we also need to configure it. Let’s explore it in the next step.
Step 3: Configure the Registration Form
Let’s explore the configuration options while configuring the newly added field. To configure any of the areas, we need to click on it. Once we click on it, we will see all available options on the left side.
First, we can change the Label, Field, and Placeholder texts. Then we can make this field mandatory by enabling the toggle. And we can also hide the label of this field by using the toggle.
Moreover, we can add a custom as “Help Message.” So the customers can understand what information they need to put in this field.
Furthermore, we can exclude this field from any particular user role(s). So, the users of that site will not see this field.
Last, we can decide whether to enable this field in Registration Form, Billing Form, or both.
Once we are done configuring the form, the last thing we need to do is click on the “Update Form” button.
Create a Registration & Login Page Via the Shortcode
So our Registration Form is ready. But the question is how one can use it. To make this form available, we must create a separate page. The process is not as hard as you may think.
First, we need to click the “Get Shortcode” button. Here you can see multiple shortcodes for all user roles of our store. We can also make separate registration & login pages based on specific user roles. However, we do not want that; we want to make one page usable for everyone. And users will be able to select their desired user roles while registering.
For that, we need to copy the shortcode of the Global users. And we can tick the checkbox to display the login and registration forms.
Once we copy the shortcode, we can paste it to any page, including our B2B & B2C registration & login form. It can be a new page or an existing page of our site. We will create a new one by clicking the “Add New” button from the page section.
Here we must add a name to the page. Then add a shortcode block, and paste the code we copied earlier.
At last, we can click on the “Publish” button and see how it looks from a user’s perspective.