Adding a member form to your website

If you would like your customers to be able to sign up to your loyalty scheme from your website, you can add a member sign up form widget.

Any members signing up using the widget will be stored as a member in your system to be allocated to any groups or promotions, and to earn loyalty points if you have set up a loyalty points scheme.

To add a member form to your website, go into your back office and click Setup > Loyalty from the left hand navigation. 

Click the tab, Manage member widget.

Switch the Enable member widget toggle to On.

The member widget script will be displayed in the box below. You can press Copy to clipboard to add this to your website or sen it to your web developer,

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Alternatively, you can link directly to your member form URL, from your website or social media accounts. Your member form URL also provides an easy way to place a test member sign up, so you can see how these appear in your back office when customers sign up.

When the member widget has been enabled, further fields will also display, giving you further possibilities to tailor your member sign up form.

Form details

In the Form details section, you will be able to:

• Add a form title
• Add a form introduction
• Add a form button text
• Add sign up complete text
  
  

Marketing opt in

In the Marketing opt in section, you can choose how you would like to obtain marketing consent:

• Show optional marketing consent checkbox - If you don't require marketing consent for customers to join your loyalty scheme you can show an optional marketing consent checkbox
• Show mandatory marketing consent checkbox - if you require marketing consent for customers to join your loyalty scheme and you would like customers to explicitly tick a box to conform this, you can show a mandatory marketing consent checkbox
• Always apply marketing consent checkbox - hide checkbox - if you require marketing consent for customers to join your loyalty scheme and you don't require them to tick a box to confirm this you can hide the checkbox. 

Note:  If you choose not to show a marketing consent checkbox, you will need to ensure your marketing opt in text (see below) makes it cleat that customers signing up will be agreeing to receive marketing from you.

You can then provide:

• marketing opt in label - a short label to appear next to your marketing consent checkbox e.g. marketing consent
• marketing opt in text - Text to inform the customer about the marketing they are agreeing to y ticking the checkbox (or submitting the form). You can also include a link to your privacy policy.

If you have selected a mandatory marketing consent checkbox you will also be able to provide a mandatory marketing message. this will be displayed to users who try to submit the form without ticking the checkbox.

Extra optional fields

In the Extra optional fields section, you can decide which additional information you would like to gather for members of your loyalty scheme.

• Show phone number input - if you would like to obtain phone numbers for your loyalty members. Useful if you may want to use SMS marketing
• Show date of birth input - if you would like to obtain date of birth for your loyalty members. Useful for sending birthday offers from the Campaigns module