Customize your loyalty club's registration form through the Business Profile tab by adding and configuring fields like official ID, email, gender, terms of use, custom text, and more. Add descriptions, set mandatory fields, enable SMS verification, and restrict updates after registration. Use drop-down lists for selectable options and preview changes before saving. Implement a country code selector by configuring it in the customer portal and updating the registration form. For unified login, adjust settings in Hub 1 and Hub 2 to ensure seamless phone number or email login functionality.
NOTE: The new registration form does not support the option to add an additional/different action to the Register button. This means that members cannot pay for their membership via the app (once the new registration form is released to the business). Click here for a sneak peak at the enhanced registration form.
To customize your registration form
- From the Business Profile tab, click on Registration.
- To add a field to the registration form, click + Field and select the field type.
- Change the Field Text (title above the field) and add Optional Description (that appears as a sub-title and can be used to add a short description or instructions for the field).
| Field Type | Description |
| Official ID Number | Unique identifier, 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. |
4. To use a drop-down list for the field you added, add options for what members can select from the list:
- Click Add Options.
- 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
5. 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. |
6. To publish or hide items from the app, turn on or off the blue button.
7. On the right you see a preview of the registration form:
8. Click Save.
How to add a country code selector
- Go to the customer portal localization section, add the desired countries, and click Save.
- Then, move to the registration form. under the phone number field, mark the checkbox and click Save.
NOTE: To implement country code configuration changes, you need to save the customer portal and then save the registration form.
Country Code selector login within the app
After making all the configurations in the customer portal and the registration form, please follow these steps:
- Go to Hub 1 >> Branding (New) >> Design (New).
- Set "Login Screen - Allow Login With Phone Number Or Email" to OFF.
- Save and update the app.
Country Code Unified Login
The login mechanism into one place under the registration form. The logic of login validation is retrieved from the registration form under business profile in HUB 2.
