Configuring Your Loyalty Sign-Up Form

The sign-up form is the primary entry point for all new members joining your loyalty program. Configuring it properly ensures low-friction registration, a professional brand presence, and an immediate path for users to save their loyalty credentials to their mobile devices.

Key Takeaways

• Streamline via Attributes over Custom Fields: The form builder contains standard generic interface fields (such as text boxes, ranges, and toggles). However, to preserve structured data tracking, it is highly recommended to bypass generic blocks and pull existing custom fields directly from the Attributes menu.

• Minimizing Signup Friction: To maximize total registration rates, avoid requesting intrusive or unnecessary personal data. Keep the form limited to high-value baseline fields:

  • Email Address: This must always occupy the absolute first position in your form. It serves as the unique account identifier and must remain strictly marked as a required field.

  • First Name: Keep this field marked as required so you can dynamically personalize automated marketing materials later.

  • Birth Date: Include this field to trigger automated birthday voucher rewards later. However, mark it as unrequired so customers who feel it is too intimate or sensitive can safely skip it.

  • Marketing Consent Checks: Drag your explicit system marketing subscription blocks directly beneath the core information fields.

• Optimizing the Success Page for Instant Handover: The submission successful page confirms registration is complete. To get members using the program instantly, drag a Wallet Pass block into this screen. This outputs native "Add to Wallet" buttons for mobile users and a centralized scannable QR code for desktop viewers, meaning users in a physical queue can register and hold an active wallet pass before reaching the counter.

• Global Styling Sync: Toggling visual settings under the Styling tab - such as background canvas colors, container card surfaces, font parameters, and sharp button treatments - applies your changes universally across both the primary profile page and the confirmation success page simultaneously.

• Enforcing Backend Data Controls: Under the form settings panel, toggle Create contact to active so new profiles generate upon entry. Leave the "Requires approval" manual check turned off to avoid processing painstaking registration queues. Keep the system's reCAPTCHA spam security setting set to its default score of 0.5 to efficiently filter automated bot attacks without disrupting genuine users.

• Polishing Open-Graph Previews: Take time to configure your open-graph social media settings. Uploading a clean, high-resolution company logo alongside a concise title and value description (under 150 characters to avoid truncation) ensures shared registration links display an attractive preview card across text messages and web apps.

Dashboard Checklist

1. Navigate to CRM > Forms to access your pre-generated loyalty registration layout.

2. Click Edit form on the left menu and use the top layout bar to alternate between desktop and mobile preview modes.

3. Open the Attributes sidebar block, drag your required tracking metrics into the layout, and tap individual lines to toggle whether submission is mandatory.

4. Access the Submission successful tab, add a Wallet pass block, and centralize both the download button links and the desktop-fallback QR code.

5. Head to the Styling tab to assign your brand kit colors and adjust line-height text formatting parameters.

6. Complete your configuration under the Settings, reCAPTCHA, and Social media tabs, then click Submit and toggle the form to Active.

7. Download your unique public form QR code to print onto physical table talkers or shop signs, or copy the quick-embed HTML code to host the signup portal natively on your website.