Forms

Introduction

SparkLayer Forms provides a native, no-code form builder that lets you capture, manage and act on customer data directly within SparkLayer.

https://www.youtube.com/embed/_M4QphRF9_k

Forms can be used across your B2B journey - from registration, to editing sales agent details - all without relying on third-party apps or custom development.

Forms are built and managed in the SparkLayer Dashboard and can be embedded into your storefront or used internally by your team.

Common use-cases include:

Wholesale / B2B registration forms

Internal contact or enquiry forms

Capturing structured customer data (e.g. VAT IDs, trade references, licences)

Streamlining approval and onboarding workflows

Reducing reliance on third-party form builders

Features

At a top-level, SparkLayer Forms supports the following range of features and configurations.

Item	Details
Form Builder	Build forms visually using a drag-and-drop builder Add flexible field types including text, email, phone, dropdowns, checkboxes, dates, addresses and file uploads Set fields as required or optional Apply validation rules (e.g. email, phone or tax ID formats) Show or hide fields using conditional logic Structure forms into multiple pages with headers, dividers and progress indicators Save progress and return later
Internal Fields	Setup a internal fields for entry administration Internal Fields act as it's own form that will be shown to administrative users when reviewing the form submissions Internal Fields are not exposed to the end customer at any time Use these to setup internal workflows: Changes to internal fields can trigger workflows Use the Workflow Trigger field to add a button that can trigger a workflow You can use any features available in the main form for the internal fields setup including field display logic, custom validation, integration with workflows, adding multiple pages, etc.
Publishing	Preview forms before publishing Embed forms on your storefront Create internal-only forms for team use Customise success or confirmation pages after submission
Branding	Style forms to match your site using CSS variables Customise labels, help text and messaging
Entries & Management	View all submissions in one place Review individual responses and uploaded files See and update Internal Fields against a submission entry Track timestamps and submission status Export submissions to CSV for reporting or external systems
Workflows & Actions	Build custom automations that can be triggered by field updates, entry submissions, internal admin field updates, API calls and other triggers Workflows can perform a series of actions (called Steps) including: Assign approved users to customer groups Automatically apply tags based on responses Map form data into your connected platform (e.g. metafields or customer data) Perform an API request to your ERP or external system Send an email Build custom review and approval workflows that fit your business, or start with a template

Getting started

To begin using SparkLayer Forms, go to Forms within the SparkLayer Dashboard. You'll then be prompted to create a new form or edit an existing form.

Use fields to collect the information you need from customers.

Common field setup

Field Type	Example Use
Text	Company name, contact name
Email	Customer email address
Textarea	Notes or messages

To add a field:

Click Add field

Choose the field type

Configure:

Label

Required toggle

Placeholder text

Click Save

Open the Settings tab to control how the form behaves.

Setting	What it does
Form title	Public name shown to customers
Submit button text	Customise CTA wording
Success message	Confirmation shown after submission

Once published, you can embed the form where needed using one of the options:

On Shopify stores, you can use the SparkLayer Form block in your themes.

If you can't select your required form from the dropdown, you may need to re-visit the Sparklayer B2B & Wholesale sales channel app, and confirm any new permissions.

On all platforms, you can use the embed code directly:

Copy the embed snippet from the Share tab

Add it to your theme or page content

Save your changes

Start with a Template

A few common form templates are available to get you started quickly. Forms created from templates can be further customised and extended with custom automations and extra fields.

Customer Registration Form

Use this template to get a fully working customer registration form with the following features:

Common registration form fields already setup

New registration submission email notifications

Internal approval workflow fields setup allowing easy approval or rejection of new applications

On approval, automatic creation of the customer in the eCommerce platform

Extendible with custom automations or extra fields

Contact Form

Use this template for a customisable contact form:

Add any required or optional fields

Receive an email notification for new submissions

Setup automations and administrative workflows

Explore more

After creating your first form, explore:

Form setup Configure how your form behaves, including settings, publishing, and version control.

Field types Choose the right inputs to capture structured data from your customers.

Form Entries View, manage, and update submissions sent through your forms.

Conditional Logic Show or hide fields dynamically based on customer responses.

Validation Rules Ensure form data meets your requirements before it’s submitted or processed.

Workflows & Automations Automate actions and processes triggered by form activity.