New Shopper Welcome & Account Setup — Kickoff intake form (public) for eCommerce. Embeddable version — a transparent, chrome-free form that floats over your own website design (pair with the standalone version for a hosted page).

A few quick details so we can tailor your store, your perks, and what you see first. Takes about two minutes — and yes, retail and wholesale shoppers are both welcome here.

What it collects (by section):

• About you — First name [short text]; Last name [short text]; Email address [short text]; Customer Type (ecomm) [dropdown: Retail (B2C) / Wholesale (B2B) / Mixed].
• If you’re buying wholesale — Wholesale Account Status [dropdown: Not applicable / Prospect / Approved / On hold / Closed] (conditional); Resale / Tax-Exempt Status [dropdown: No / Yes - certificate on file / Yes - certificate pending].
• How you like to shop — Preferred Shopping Channel [dropdown: Brand website / Amazon / Etsy / eBay / Walmart / …]; Primary Storefront Platform (ref) [dropdown: Shopify / WooCommerce / BigCommerce / Squarespace Commerce / Magento / …]; Preferred Product Categories (ecomm) [multi-select: Apparel / Footwear / Accessories / Beauty/Personal care / Home goods / …]; Promo/Discount Preference [multi-select: Email / SMS / Push/app / Social / Physical mail / …].
• Anything else — eCommerce Notes (client-specific) [long text].

Conditional logic (forks):

• WHEN Customer Type (ecomm) is Wholesale (B2B) → show Wholesale Account Status (hidden by default until met).

Required: Email address, Customer Type (ecomm) (kept low-friction).

Form type: Kickoff intake (in), public. Niche: eCommerce. Deployment: embed.

Best for / surface when: An eCommerce brand onboarding a new retail or wholesale customer — customer type and channel, wholesale/resale status, product interests, and promo preferences.