Signup Forms

use signup forms to capture new loyalty members and to trigger communication and marketing opt ins for messaging we offer many different ways to share and distribute your signup forms sharing signup forms docid\ erfylkvzibocakgtfrvde create a signup form navigate to customers > signup forms click new (+) enter in your internal name (this does not show to customers) fields we will populate with a few default fields, but you can completely customize which fields you want to show and which ones are required required will display with a red asterisk ( ) optional will be accepted blank to delete a field from the form, click the delete trash can icon to reorder fields, use the up/down arrows or enter a number in the box click the add field button at the bottom to add a new field here you have the option to add one of our preconfigured fields or add a custom field (see cusom fields section below) of your choice some of the preconfigured fields have additional settings when you click into them birthday there is an optional setting to enforce minimum age if you would like to age gate your signup form (no one under the minimum age set will be able to submit the form) address there is an optional setting to force valid address customer type medical vs recreational toggle to edit a field (edit label text, placeholder text, etc ) click into the row of that field to open a slideout note the terms and conditions copy is edited in the content tab note the button is always present on your form (you cannot remove) you can change its text and appearance in the design tab click next to content header text displays at the top of form subheader text describe what they are signing up for (leave blank to hide) consent text used to legally cover that you are asking for sign up consent and optional age gating thank you popup optionally show a header and message post form submit click next to design your logos, text, form fields, and button styles will default to your global branding settings, but you can override them per signup form as you like signup button change the text and appearance redirect url customer will get redirected to this url after signup is completed click next to extras (all optional) if you want your signup form to be a popup forms docid 6vwlia5gfdkgcoxktt8 a , toggle on "this signup form is a popup" otherwise, leave as off you'll also need to implement pixel tracking docid\ dayzwrjhlg2cp cowlbsf to get the form to actually pop up advanced refer a friend signup form this form will be used once a customer sends their referral link to a friend see refer a friend (raf) docid\ w6ftvor0kgkxnks64mj7n for more info sms send opt in request this will send the customer a text message after completing their sign up form asking them to confirm opt in sms automatic opt in anyone newly signed up will be automatically opted in to sms to enable this toggle, you must add the customer signature field to your signup form and mark it as required email send opt in request anyone who signs up using this form will receive a double email opt in request to enable this toggle, you must turn on the “enable double email opt in” setting in email / domain settings default form select a specific store to replace its default form select ‘all stores’ to replace the global default (does not override store specific selections) save you're done! now onto sharing signup forms docid\ erfylkvzibocakgtfrvde custom fields you can a dd your own custom fields to the signup form while creating your signup form, o n the fields tab, click add field in the dropdown, click the first entry + custom field in the slideout, you can either create new custom field or select from your existing custom fields if creating new give it a label (externally facing), and select type fill in your question information click save you can create audiences around custom field inputs using the audience custom brand trait / {{label name}} / contains / {{option name}} signup forms for events / user engagement each signup form has a unique url which will be tied to the persona profile for any customer who completes the form you can use the signup form url to track event attendance or include specific custom traits on the form to track user engagement signup form faqs how many fields should my signup form have? we recommend less than 3 4 fields for quick and meaningful captures and to optimize for conversion (more fields may see higher dropoff) what fields should i have on my signup form? if you want to be able to market to your customers, you should require phone number and/or email or at least have on the form as optional to make sure you are capturing consent for marketing, we also recommend including the terms field can i use the same signup form as an embed and a popup? yes, you can use the same signup form as both a popup on certain urls and as an embed on a dedicated url just grab each code snippet from the sharing slideout can collectible code redemptions happen on signup forms? yes, you'll just need to add our preconfigured field "collectible code redemption" as a field to your form see collectible codes docid\ cdznx8ijbsgo3wb7t1qoc for more info about what these are is there a way to customize the form fields for the signup form so they can be in spanish or another language (not english)? yes, you can change each field's label text to spanish by clicking on the row of each field in the fields tab any preconfigured field will map over as normal i added the customer signature field to my form, but why am i still getting an error when i try to toggle on the " sms automatic opt in "? you probably forgot to toggle the signature field to required hope that does the trick! if someone is already a loyalty member, will they see the popup signup form too? if they are already an existing loyalty member from the pre popup form days, they will see the form if they've submitted the popup form and you've set your display settings to not show after form submit, then they shouldn't see it again where can/should i put my popup signup form? you can put your popup signup form on any site that you control see sharing signup forms docid\ erfylkvzibocakgtfrvde here are some examples homepage use a time delayed popup to engage users who are exploring your homepage message example "join our loyalty and get 10% off your first order!" blog pages use a popup triggered after a scrolling delay visitors reading blog posts are often engaged and more likely to sign up for additional content message example "love what you're reading? sign up for more!" exit intent popup trigger when users show intent to leave the site message example "wait! don’t miss out on exclusive deals and updates " ecommerce menu product pages trigger a popup after a user scrolls or clicks message example "get 10% off your first order—sign up now!" can i create an audience based off of answers from custom fields on signup forms? yes the question from the signup form will show up in the brand traits section when segmenting in the audience builder