Applications & Memberships · community shared

Retail Stockist Application — shared by the community

Tom H. shared this 14-question build with 3 conditional rules already wired up. Test it below, then take a copy.

A ready-to-use applications & memberships form for programmes, clubs, landlords and admissions teams: 14 questions, 2 pages, 3 conditional rules.

Shared by
Tom H. · Agency owner
Questions
14
Replies
20
Copies taken
57
See the library version

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Live preview and test console

This is the real form. Answer it to test the 2 conditional rules — nothing is sent or stored.

Page 1 of 2Your Retail Business

Tell Us About Your Store

Use the name customers see on your storefront or website.

Share a public link showing your store and current assortment. A prelaunch profile is fine.

Choose the main setup through which you intend to sell our products.

Sales channel

Will you offer our products through any third-party marketplace, even alongside your own shop?

Marketplace sales

2 questions are hidden by conditional logic right now — change an answer above to reveal them.

Works for you? Take Tom H.'s copy into your own workspace — questions, rules and settings included.

Who this template is for

Retail Stockist Application is built for programmes, clubs, landlords and admissions teams who need to screen applications against the same criteria every time.

  • Programmes, clubs, landlords and admissions teams working in applications & memberships.
  • Teams who need to screen applications against the same criteria every time without writing code or paying for a custom build.
  • Anyone replacing inconsistent applications that can't be compared fairly with one structured record per enquiry.
  • Respondents are applicants and prospective members — the form asks them 14 questions across 2 screens.
  • Mobile-heavy audiences, thanks to the one-question-per-screen card layout.

Why this form is useful

It removes the cost of inconsistent applications that can't be compared fairly and turns each submission into a record your team can act on immediately.

  • 11 questions are required, so submissions arrive complete instead of needing a follow-up email.
  • It collects a verified email address so replies and confirmations land.
  • It captures a full postal address.
  • It allows multiple selections without free text.
  • Conditional logic hides 3 questions until they are relevant — shorter forms convert better than long ones.
  • Splitting the form across 2 pages keeps each screen short and shows respondents how much is left.
  • Every response is stored, searchable and exportable, so nothing depends on one person's inbox.

How to use this template

From copy to live form is a few minutes of work, and every step is reversible.

  1. 1Press “Use this template” — a fresh copy of Retail Stockist Application lands in your workspace, ready to edit.
  2. 2Rename or delete any question, and change what is required. Nothing here is fixed.
  3. 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
  4. 4Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
  5. 5Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.

Logic and conditions blueprint

Exactly how this form behaves as it is answered — 3 conditional rules ship with it.

  • Features advanced show logic: if “Sales channel” is Physical shop, the form dynamically exposes “Shop address”. Otherwise that question never appears.
  • Features advanced show logic: if “Sales channel” is Both physical and online, the form dynamically exposes “Shop address”. Otherwise that question never appears.
  • Features advanced show logic: if “Marketplace sales” is Yes, the form dynamically exposes “Marketplace storefront links”. Otherwise that question never appears.
  • All 3 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.

What this form asks

Page 1 — Your Retail Business

  • Trading namerequired
  • Buying contactrequired
  • Buying contact emailrequired
  • Store website or social profilerequired
  • Sales channelrequired
  • Shop address
  • Marketplace salesrequired
  • Marketplace storefront links

Page 2 — Assortment and Opening Order

  • Customers and current assortmentrequired
  • Product interestsrequired
  • Opening order budgetrequired
  • Preferred first deliveryrequired
  • Display and launch plans
  • Application acknowledgmentrequired

Conditional logic in this build

  • WhenSales channelis Physical shop, showShop address”.
  • WhenSales channelis Both physical and online, showShop address”.
  • WhenMarketplace salesis Yes, showMarketplace storefront links”.

Questions about this shared form

Should applicants upload business documents here?

Usually not at the first enquiry stage. Start with public store information and buying plans, then request any documents your onboarding process needs after an initial fit review.

Can a retailer apply before opening its shop?

Yes. Accept a prelaunch website or social profile, and ask the retailer to describe its planned assortment and delivery window. Review planned stores separately from established locations so expectations remain clear.

Does this form approve marketplace selling?

No. It identifies intended channels for review. State any restrictions before submission and confirm permitted channels directly when you approve the account.

How is this different from the Membership Registration Form?

The Membership Registration Form registers people for a membership program. This application screens retail businesses for wholesale suitability, including assortment, sales channels, and opening-order readiness.

Is the Retail Stockist Application template free to use?

Yes. You can preview and test Retail Stockist Application on this page without an account, and take a copy into your own HelloForms workspace on the free plan. There is nothing to install and no card required to publish it.

What does the Retail Stockist Application template ask for?

It asks 14 questions across 2 pages, 11 of which are required. Every question is listed in full further down this page, and each one can be renamed, reordered, made optional or deleted after you copy the template.

Can I edit the Retail Stockist Application form after copying it?

Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the classic and card layouts, restyle it to match your brand, and set who gets notified on each submission.

How does the conditional logic in this applications & memberships form work?

3 conditional rules ship with the template: Features advanced show logic: if “Sales channel” is Physical shop, the form dynamically exposes “Shop address”. Otherwise that question never appears. Features advanced show logic: if “Sales channel” is Both physical and online, the form dynamically exposes “Shop address”. Otherwise that question never appears. Features advanced show logic: if “Marketplace sales” is Yes, the form dynamically exposes “Marketplace storefront links”. Otherwise that question never appears. All rules are editable in the Logic tab.

Where do responses to the Retail Stockist Application form go?

Submissions land in your workspace under Submissions, where you can search, filter, label and export them to CSV or PDF. You can also email a notification to your team on every submission and send the respondent an auto-reply.

Can I embed the Retail Stockist Application form on my own website?

Yes. Publish the form and paste the embed snippet into any page or share the direct link. The embedded form resizes to fit its container and loads no advertising or marketing trackers inside the iframe.