SIGNUP_FLOW_COMPONENTS - Alphabiz Docs

This guide describes the available components for building custom partner signup flows. These components enable organizations to create white-label versions of the business valuation calculator.

Overview

Partner organizations can build custom signup flows using a library of pre-built components. Each component collects specific types of data that feed into business profile creation and valuation calculations.

How It Works

Create a Flow: Use the Form Editor to build your signup flow
Add Steps: Each step contains one or more components
Configure Fields: Customize labels, descriptions, and requirements
Preview & Test: Test the flow before activating
Publish: Share the signup URL with your users

Available Components

1. Business Type Selector

Allows users to select their business industry category and provide a description.

What it collects: - Industry category (from 36+ business types) - Business description (free text) - Valuation multiple (automatically set based on category)

Use cases: - Required for accurate valuation calculations - Determines comparable business search parameters - Sets industry-specific risk factors

Configuration options: - Required/optional - Custom label and description text

2. Location Manager

Enables users to add one or more business locations with address autocomplete.

What it collects: - Business addresses with geocoding - Place IDs for map integration - Support for multiple locations

Features: - Address autocomplete with suggestions - Add/remove multiple locations - Visual confirmation of selected addresses

Use cases: - Multi-location businesses - Geographic-based comparable search - Location display on profile

Configuration options: - Minimum/maximum number of locations - Required/optional - Custom label text

3. Financial Data Entry

Multi-year financial data collection with revenue, cash flow, and net income fields.

What it collects: - Revenue by year - Cash flow by year - Net income by year - Support for multiple years of data

Features: - Add multiple years - Edit existing entries - Delete years as needed - Automatic formatting of currency values

Use cases: - Valuation calculations require financial history - Trend analysis for business performance - Comparable business matching

Configuration options: - Required fields (revenue, cash flow, net income) - Minimum years required - Custom field labels

4. Risk Assessment

Interactive risk factor questionnaire that adjusts the valuation multiple.

What it collects: - Risk factor flags (yes/no questions) - Adjusted valuation multiple based on responses

Risk categories include: - Seasonal business risk - Competition level - Location dependencies - Customer concentration - Owner involvement - Industry trends

Features: - Dynamic multiple adjustment - Visual feedback on risk impact - Category-specific risk factors

Use cases: - Refine valuation accuracy - Identify business strengths/weaknesses - Set realistic expectations

Configuration options: - Select which risk factors to include - Custom weighting (advanced)

5. Comparable Business Selector

Map-based interface for finding and selecting similar businesses for comparison.

What it collects: - Selected comparable business IDs - Used for market-based valuation

Features: - Interactive map with business markers - Search by keywords - Filter by financial metrics: - Asking price range - Cash flow range - Revenue range - Category-based filtering - Auto-suggestions based on business type

Use cases: - Market-based valuation method - Industry benchmarking - Competitive analysis

Configuration options: - Pre-selected categories based on business type - Search radius - Minimum/maximum comparables

6. Text Input Fields

Standard text fields for collecting additional information.

Types available: - Single-line text - Multi-line textarea - Email - Phone number - URL

Use cases: - Contact information - Business name - Custom questions

Configuration options: - Required/optional - Placeholder text - Validation rules - Character limits

7. Asking Price

Dedicated field for the business asking price.

What it collects: - Numeric asking price value

Features: - Currency formatting - Validation for numeric input

Use cases: - Essential for valuation comparison - Used in comparable searches

Step 1: Access the Form Editor

Navigate to your Organization Dashboard
Click on “Signup Flows” tab
Click “Create New Flow” or edit an existing flow

Step 2: Configure Steps

Each step in your flow can contain multiple components:

Example: Business Valuation Flow

Step	Components	Purpose
1	Contact Info (text fields)	Collect user details
2	Business Type Selector	Industry classification
3	Location Manager	Business addresses
4	Financial Data Entry	Revenue and cash flow history
5	Risk Assessment	Adjust valuation multiple
6	Comparable Selector	Market comparison
7	Review	Summary before submission

Step 3: Customize Each Component

For each component, you can configure:

Label: The title shown to users
Description: Help text explaining the field
Required: Whether the field must be completed
Validation: Rules for acceptable input

Step 4: Preview and Test

Click “Preview” to test the flow
Walk through each step as a user would
Verify data collection and validation
Check mobile responsiveness

Save your flow configuration
Toggle “Active” to enable the flow

Share the signup URL:

https://app-v2.alphabiz.org/signup/YOUR_ORG_CODE

Data Flow to Profile

When a user completes your signup flow, their data is mapped to a business profile:

Component	Profile Field
Business Type	`category_id`, `multipleForm.businessTypeId`
Business Description	`multipleForm.businessDescription`
Locations	`locations` array
Financial Data	`allYears` object
Risk Factors	`multipleForm.flags`, adjusted `multiple`
Comparables	`comps` array
Asking Price	`asking_price`

Best Practices

1. Keep It Simple

Start with essential fields only
Add optional fields for detailed submissions
Use clear, concise labels

2. Guide Your Users

Add helpful descriptions to each step
Use placeholder text to show expected format
Group related fields together

3. Mobile-First Design

Test on mobile devices
Keep forms scannable
Use appropriate input types (email, phone, number)

4. Validate Early

Set appropriate required fields
Use validation to prevent errors
Provide clear error messages

5. Review Before Submission

Include a summary step
Let users go back and edit
Confirm data before final submission

Embedding Options

Direct Link

Share your signup URL directly:

https://app-v2.alphabiz.org/signup/YOUR_ORG_CODE

Embed the valuation calculator on your website:

<alphabiz-valuation
  org-id="YOUR_ORG_CODE"
  theme="light">
</alphabiz-valuation>
<script src="https://app-v2.alphabiz.org/pl.js"></script>

Configuration Options

Attribute	Values	Description
`org-id`	string	Your organization code
`theme`	`light`, `dark`	Color theme
`compact`	`true`, `false`	Compact layout mode
`height`	CSS value	Container height

What Happens After Submission

Submission Received: User data is saved and organization is notified
Review (Optional): Admin can review submission before approval
Auto-Approve (Optional): Configure automatic approval for faster processing
Profile Created: Business profile is automatically generated with all submitted data
User Access: User can log in to view and manage their profile

Troubleshooting

Users Can’t Complete a Step

Check if required fields are properly configured
Verify validation rules aren’t too strict
Test the step yourself to identify issues

Data Not Appearing in Profile

Verify field mappings in flow configuration
Check that all required components are included
Review submission data in admin dashboard

Embedding Issues

Ensure script tag is included after the component
Check browser console for errors
Verify organization code is correct

For technical API documentation, see Partner Organization Signup.

Signup Flow Components Guide