Forms (B2B-application)

What is it?

Our form tool is a feature for creating and collecting applications from potential, new retailers. With this feature, you can easily manage and accept new applications, along with creating the new retailer.

Where can I find it?

This feature is found in 🔧Tools > forms;

B2B form application Set-Up

To create a new form click the green Plus/+;

Now you will enter the creation of a new form, which should look like this;

Application fields

The application fields contains following fields imaged below;

Application title (internal): This is the internal title of your form.

Application form URL: This is where you choose the end of the URL for your form.

Application header: This is the header shown to your potential retailers

Application introduction text: This field allows you to write an introduction to your form.

Example of application fields filled;

*These fields are all required and must be filled.

Confirmation fields

The confirmation fields relate to the message the potential retailer will receive after submitting their form - These are following:

Confirmation message header: Here you can change the standard header of the message.

Confirmation message text: Here you can change the confirmation message text

Confirmation message button label: Here you can change confirmations button text

Tip: Make it mores personalized by changing it to the tone of your brand and adding emojis.

*These fields are not required to change and can be left as is.

Input fields

The pre-added input fields are the fields, which is required for adding a retailer. These are following as imaged below:

*These fields cannot be removed, however, you can edit the name of the fields in case you want to provide the form in a different language.

Add Extra input fields

It's also possible to add extra fields, if you find this necessary. When adding an extra fields, this will automatically be added to the input fields above.

The extra fields can both be of your own creation or added from the premade ones.

It is not required to add extra fields, however, you might have an integration connected to your account that requires, certain information, such as Company registration no.(VAT no.)

Example of extra fields added:

Customization

Customization enables you to personalize the form to your brand.

*Add you logo: Insert an image file of your logo

*Add Background image: Select a background to your form, this could be an image familiar to your brand or an color.

Primary Color (Header + button): Choose the color of the submit button an form header.

Edit button: Here you can edit the submit buttons text

Add upload file button: If you new, potential retailers must upload a file to become a retailer of your products, you can add this.

*Link to your website: Here you insert a link to your business website

Display application link to users on my login page: If you want this form to be added to your Turis log-in page, you can choose so here.

Select default special price list: If you want new, potential retailers to be added to a default pricelists you can choose which here (This can also be added during creation of the retailer)

All marked with (*) are required to be added to the form.

Example of these field filled;

What does the form look like for my potential retailers?

With the examples shown though the steps above, this what an finished form could look like;

If chosen to have the form displayed on the log-in page, this is shown beneath the sign-in button;

How do I handle form submissions

Receiving new form submissions

You can always all your form submissions in Tools > Forms, on the Submissions tab;

New submissions will always be marked as 'New!', when they have not yet been handled.

If the submission has been open, but not responded to, it will be marked as "Pending"

If the Submission has been declined, it will be marked as "Declined"

Creation of retailer through Forms

When you open up a new form submission, you will be presented with a pop-up which shows the details the potential retailer has entered into the form:

From here you can decide to either Decline or Accept the request.

If you decline the request, the potential retailer will not receive an notification from Turis.

If you accept the request, you will be led through regular Retailer creation flow as you know. The form will auto-fill most fields for you, so you only have to check these and fill the last few fields.

From here you can save the retailer and you will be asked if you want to create a general login for this retailer:

Yes, send invite will invite the retailer to create a password and a buyer will be created for you.

No, I'll create this later will not invite the retailer to create a password and you have to create the buyer yourself in Users > Buyers

Other good-to-knows'

Can I use this form elsewhere?

Yes, you can copy the link from the form and use this on your B2C site

Can I have multiple forms?

Yes, however, it's only possible to link to one form on your login page. Simply just create mores Forms on the green plus/+ in your upper right corner;

Any other Settings related to forms?

Notifications

Forms also has a setting in Notifications, that allows you to turn on a notification that sends account owner an email every time a new form is submitted in Turis.

Emails

To the notification settings for Forms there is also an email template related to this for admins - Here you can edit the emails account owner receives. This is changed in Tools > Emails > Email Editor;