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Staging preview intake form

Use this form when you need a preview shop — a temporary storefront where you can browse products, test cart and checkout, and explore the merchant dashboard before go-live. Your D4 contact may complete this with you on a call.

Before you start

Gather your shop name, preferred web address, brand assets (logo, colours), and the sign-in email for your merchant dashboard. You can save this page and return later.

Preview shop (this form)Live shop
FormThis documentOnboarding form
CheckoutTest payments — no real chargesLive settlement to your bank
When to useExplore and demo before committingReady for real sales

Before production go-live, complete the full onboarding form — this preview form alone is not enough.

For your D4 contact

FieldYour answer
Date completed
Completed by (sales rep)
Deal or reference numberInternal tracking only

Business details

FieldYour answer
Trading nameAs customers will know you

Store identity

Your shop web address uses lowercase letters, numbers, and hyphens only. It must be unique on D4 Connect.

FieldYour answer
Preferred web address (first choice)e.g. my-shopmy-shop.staging.d4connect.com
Store display name on storefrontShown in your shop header

Brand

FieldYour answer
Logo — attach file or URL
Primary brand colour (hex or describe)
Homepage headlineShort welcome line for your shop front

Store template

Pick the closest match — we can adjust later.

FieldYour answer
Store style☐ Electronics & parts ☐ General retail ☐ Farm / local produce

Product catalog

FieldYour answer
Seed demo products?Sample items to browse in preview☐ Yes ☐ No
Up to 3 category names (optional)1.    2.    3.

Contacts

FieldYour answer
Sign-in email for merchant dashboardWe'll send an invite to this address
Phone / WhatsApp for walkthrough

Preview schedule

FieldYour answer
Target preview date
Who joins the demo call? (names + emails)

Sign-off

By signing below, you confirm you own or have licence to use all brand assets supplied. No bank details are collected on this form.

FieldYour answer
Authorised signatory name
Title / role
Signature
Date

After you submit

  1. Your D4 contact reviews the form.
  2. We set up your preview shop and product catalog.
  3. You receive your preview link and sign-in email for the merchant dashboard.
  4. If scheduled, we join you on a demo call to walk through your shop.

Typical timeline: 1–3 business days from a complete form.

Questions? Contact your D4 sales rep.

Next steps

Riv staff technical docs: https://internal-docs.rivubye.com