Customize Your Registration Form

The registration form is the door to your loyalty club. This is where you get to know your members for the first time. The form is flexible so you can customize the fields to suit your needs. For example, add favorite branch, birthday, email, etc.

Note: The form can be embedded in the business website to enable registration without a mobile device. Contact us for more.


 


To customize your registration form:

  1. From the Operation tab, click Registration and then Registration Form.



  2. Set the general settings of the form and click Save.

    Field Description
    Sign-up Type If a member signs up with Facebook, their name and picture are added to their member profile automatically. However, they are still required to complete the mandatory fields from the registration form. Note: The only way to add pictures to member profiles is through Facebook sign-ups.

    • With Facebook: Members can choose to sign up with Facebook and then complete the registration form, or go directly to the registration form.
    • Without Facebook: Members aren't given the option to sign up with Facebook and are directed to the registration form.
    • Only Facebook: Members are required to first sign up with Facebook before completing the registration form. 
    Connection to an external club?

    If you require members to first register to another club before registering in the app, select Yes. Otherwise, select No.

    Loyalty Club Terms of Use

    Add the URL for your loyalty club's terms of use. If you don't have one, a default agreement will be used instead. 

    Register member when they submit the form? Members tap Register at the bottom of the registration form to submit it. You can choose to perform another action in addition to or instead of registering them to the club. For example, instead of registering them, you can direct them to a PayPal payment page to pay for their membership. Or in addition to registering them, you can display their joining gift. 

    Select Yes to register them when they tap Register. Otherwise, select No. Note: If you select No, you'll need to register them using an automation.
    Button Action Select which action occurs when a member taps Register (instead of or in addition to registering them to the club). 



  3. To add a field to the registeration form, click Add Field.



  4. Select the Field Type, add the Field Text (title above the field) and an Optional Description (that appears as a sub-title and can be used to add a a short description or instructions for the field).

    Field Type Description
    Official ID Number  Unique identifer, such as a national identification number 
    Email Address  Note: To use the email verification method for logging in as an existing member, this needs to be a required field.
    External Member ID  ID number provided by the business' other club, used to sync between 2 clubs
    Gender  By default, the member is asked to choose from the drop-down list of options. 
    Terms of Use  You can add a checkbox for members to agree to the club's terms of use. Note: By tapping Register, they also automatically agree to these terms, even if you don't add this checkbox.
    Club Joining Secret Code  You can send members joining codes (by text message, paper slips, etc.) to enter in their registration form. 
    Custom Text 1/2/3/4/5  Create up to 5 fields that allow a free line of text. 
    Custom CheckBox 1/2/3  Create up to 3 fields that display a checkbox.
    Custom Number 1/2/3  Create up to 3 fields that allow numeric values. For example, for a pet shop app, ask members how many pets they own.
    Custom Date 1/2 Create up to 2 fields that allow members to select a date.
    Custom Field Used to integrate with other loyalty clubs, so it has an Identifier field. Note: The data from this field isn't saved in the database.
    Allow SMS You can add this checkbox for members to confirm that they allow you to send them text message (SMS). Note: By tapping Register, they also automatically agree to receiving text messages, even if you don't add this checkbox. However, all text messages include an unsubscribe link that members can use to unsubscribe from receiving text messages.
    HTML View Enables implementing free html content such as text or an image. Use it to explain a field in the form or place a logo or photo in the form. Add the html under the Add HTML:
    Anniversary By default, members can select the day, month and year. Anniversary automations are based on what members enter here.
    Club Member ID For example, the card number if the club uses membership cards
    Address City City
    Home Branch ID The branch number closest to where they live. Present the options using a drop-down list, with branch names or addresses. You can then save values for these branches using branch IDs.
    Address Home Building or house number 
    Address Floor Apartment number or floor
    Address Street Street name 
    Address Line 1 Street address, P.O. box, company name, c/o
    Address Line 2 Apartment, suite, unit, building, floor, etc. 
    Address State State (if applicable) 
    Zip Code Zip code or postal code 
    Address Country Country 
    Favorite Branch ID The branch number of their favorite branch. Present the options using a drop-down list, with branch names or addresses. You can then save values for these branches using branch IDs. 
    Common Ext ID Ignore this type - for internal use only. 
    ExtClub1_MemberID Ignore this type - for internal use only. 
    First Name First name 
    Last Name Last name 
    Birthday By default, members can select the day, month and year. Birthday automations are based on what members enter here.
    Phone Number Note: To use the SMS verification method for logging in as an existing member, this needs to be a required field. 



  5. To use a drop-down list for the field you added, add options for what members can select from the list:
    1. Click Add Options.



    2. Add the Option Text that appears in the drop-down list and the Value Saved (to Database)



    3. Repeat the steps for any other options you'd like to add to the list.

  6. Fill out the remaining field settings.

    Field Description
    Show in update form? To present this field in the update form (opened from the member profile after they register by tapping Update), select Yes.
    Show on registration form? To present this field on the registration form, select Yes.
    Required? To make this field mandatory for members to fill out in order to submit their registration form, select Yes. Any field used to uniquely identify the member or for a verification method for logging in as an existing member should be required.
    Verify value? (only relevant for phone number field) For the phone number field, a text message (SMS) can be sent to the phone number entered to verify it's the member's phone. Select Yes to verify this number.
    Disable field updates after registration? To prevent members from changing a value after they submitted their form, select Yes for fixed values like birthday, name, etc. It's also important to prevent members from changing their birthday or anniversary date if you've created a birthday or anniversary automation.
    Min no. of characters Specify a minimum number of characters a member can enter in this field.
    Max no. of characters Specify a maximum number of characters a member can enter in this field.
    Publish Status Published items are shown in the app, while hidden items are not.



  7. Click Save.
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