Customer Loyalty Center sign-up forms

If you want your users to be able to join or unsubscribe from your customer club, you can create a form directly in Heyloyalty.

In this guide, we’ll walk you through how to create a form for your customer club.

Create a form

You can create a Customer Loyalty form once you have created an integration for your list. If you have not yet created the integration, you can find a guide here.

Create a form via lists

You can create the form directly from your list. To do so, select Edit list → Forms. Then select the type of form you want to create. You can choose between subscribe, update and unsubscribe. If you create the form this way, go to the section Setting up a Customer Loyalty form.

Create a sign-up form via the integration

You can also create the sign-up form through your Customer Loyalty Center integration. To do so, go to Integrations → List integrations, and click Edit integration for Customer Loyalty Center. Click the three dots next to the integration you want to create the form for. Then select Signup forms.

Setting up a Customer Loyalty form

Then click Create page.

To make the form a Customer Loyalty Center form, set the option “Convert to loyalty form” to Yes.

Next, you need to fill in the following information:

• Form name: The name of the form. The name is for internal use only.
• Pre-fill for newsletter sign up: If the field is set to Yes, the user will be signed up as both a customer club member and a newsletter recipient.

Note: If you set the field to Yes, we recommend adding text that informs the user that they are also signing up for the newsletter.

The rest of the form setup follows the standard form setup in Heyloyalty. You can read more about this in the general form guide.

When you have filled in all the settings, click Save.

You can then implement the form on your website. You can find a guide on how to do this here.

Note: When you create a Customer Loyalty form, your loyalty members will be linked to Heyloyalty. This means that each member becomes a known member.

Onsite Campaign – customer club member creation

If you have an active Customer Loyalty integration on the list you have selected for your Onsite Campaign, you can set how people who sign up via your Onsite Campaign are created.

You can choose from the following options:

• Newsletter recipient: The person is created as a contact on the list.
• Newsletter recipient and Customer Loyalty member: The person is created as a contact on the list and becomes a member of the customer club.
• Customer Loyalty member only: The person is only created as a member of the customer club.

The creation setting can be found on the design page of your Onsite Campaign under the Settings tab:

Make signing up for your customer club simple and efficient

With a Customer Loyalty form or an Onsite Campaign, you make it easy for your users to sign up for your customer club and start earning points. At the same time, you ensure that the sign-up is done correctly and linked directly to your existing list and integration.

By combining customer club and newsletter sign-up in one form, you can create a more cohesive user experience and strengthen the relationship with your customers from the first contact.

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