Head to the Sign-ups section to create new registration forms.
Once on the ‘Sign-ups’ page select the ‘New’ button on the top right. This will take you to a 'New Sign-up Form'.
There are several options here but the main objective of Sign-up forms is to build a customer database so you get more people coming in and redeeming offers.
1. Form Setup
Work through this section and fill in the details. Don’t forget it is where the look and feel of the Sign-up form is created as well. Your company logo, set in the profile section of the platform, will appear at the top of the form. You can set the background colour and text colour here.
2. Signup Response
When a customer successfully registers their details you can send them a response acknowledging their sign up. This section allows you to select the channel you use to send the response and the message they receive.
By checking the "Activation" box and selecting a "Primary reward program", the signup form will ask the respondent to provide a barcode number. In the case that it is being used as a scanner sign-up form, this will be automatically populated and submitted as a hidden field.
When this is selected the customer details given will be linked to the barcode provided. The form will only accept barcodes for the specific program that is selected (otherwise an error will be returned).
If a barcode is provided, then you can also set an expiry time frame on it. See time limited registrations in our scanner sign-up article for more details.
2.1.1 Adding a second subscription
To create a new subscription when someone completes a signup form; you can add a "Secondary reward program". This will create a new subscription for the customer (if one does not exist already) to a second reward program.
You can use this functionality to grant customers access to additional offers once they have registered. Talk to your account manager to find out more.
If you have emails or SMS set up of type "sign-up response", then you can select these to be triggered in response to a signup form being filled in (provided the customer has given an email address or mobile phone number).
For more information see our help article on adding a sign up form to your email.
3. Form Questions
The objective of Sign-up forms is to build up your database so you can send out targeted, well-timed and relevant offers to a range of customers. Selecting which questions are compulsory is a balancing act, you want to get as much information as possible but you don’t want to put people off. Think about what information is most important for your marketing strategy – remember you can ask the question without making the answer mandatory.
4. Policy acceptance
When someone completes a signup form we update the record of what terms and conditions they have accepted.
Use this section to select which polices and wording are shown on the signup form.
5. Sharing/publishing your signup form
When you are done hit 'Save'. A pop-up with a link to embed the Sign-up form in your website, share it via Facebook and Twitter or simply share the link wherever you wish on line or in your emails.
If you don’t want either of these options select close and you can use your Sign-up form later.