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.
- 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, toggle ON "This signup form is a popup". Otherwise, leave as OFF.
- 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) 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 can add your own custom fields to the signup form.
- While creating your Signup Form, on 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}}
- 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.
We recommend less than 3-4 fields for quick and meaningful captures and to optimize for conversion (more fields may see higher dropoff).
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.
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.
Yes, you'll just need to add our preconfigured field "Collectible Code Redemption" as a field to your form. See Collectible Codes 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 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.
You can put your popup signup form on any site that you control. See Sharing Signup Forms.
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!"
Yes. The question from the signup form will show up in the brand traits section when segmenting in the audience builder.
