Choose what enrolment asks customers for

Your sign-up page asks for a first name and an email address unless you say otherwise. Some businesses want exactly that, because it is how they recognise a regular and how they can reach one. Others want the digital version of the card they are replacing: no questions, no typing, one tap and the card is on the phone. There are two more, both off to begin with: a phone number, for the businesses whose customers are reached by text or a call, and a date of birth, for the ones who want to give somebody something on their birthday. All of them are settings on the Program.

Where to change it

1. Open Programs and choose the Loyalty Program you want to change.
2. Go to the Offer tab.
3. Under Data collection, switch "First name", "Email address", "Phone number" and "Date of birth" on or off.
4. Press Save Offer. The sign-up page changes straight away, for everybody who scans your code from then on.

It is per Program. A business running two cards can ask for details on one and nothing on the other.

What each choice costs and buys

• Both on, which is how every Program starts. Somebody who scans your code again with the same email address is taken back to the card they already hold, stamps and all, so a lost page is never a lost card. You can also see who your regulars are and, if they ticked the box, send them an offer.
• Email off. Nothing recognises a returning customer, so scanning your code again gives them a new, empty card. Their card lives in their wallet or on the card page, and that is the only copy.
• Name off. Their card and your scanner say "Card holder" instead of a name, and the card code is what tells one customer from another.
• Phone number on. One more box on the form, and the number is saved on that customer’s own page under Customer Cards for you to use yourself. LoyalPack never texts or rings anybody, so nothing happens with it automatically: it is there for the salon moving an appointment or the kitchen saying a table is ready. It is off to begin with on every Program, including new ones. Ask for it if you would ring a customer; leave it off if you would not.
• Date of birth on. One more box on the form, and the only thing LoyalPack does with it is the birthday: a free stamp or a free reward on the day, and a message to go with it, all set up on the Program’s own Notifications tab. It is off to begin with on every Program, including new ones, because it is more than most cards need. Leave it off unless you are going to use it.
• All four off. The form disappears and the button reads "Create my loyalty card". You hold no details about that customer at all, which is the least you can ask of somebody and still run a stamp card.

Telling anonymous customers apart

Every card has a code, printed on the card itself and shown in the Card column of Customer Cards. It is what a customer reads out on the phone, what you can type into LoyalPack App instead of scanning, and what the Customer Cards search box matches. Anything you have not collected reads "Not collected" rather than sitting blank, so the list never looks broken.

Two things to think about first

• You cannot go back and ask. Switching collection off does not touch a single existing customer, and their details stay exactly where they are. But somebody who joins while it is off was never asked, and there is no way to fill that gap in later.
• A free stamp on joining is given per card. If you give one and collect no email address, somebody tapping your poster repeatedly ends up with several one-stamp cards rather than progress towards a reward, because stamps only ever count on the card they are on. It is worth knowing before you leave a QR code somewhere unattended.
• A phone number needs a reason too. It is the box customers hesitate over most, because it is the one that could mean unwanted calls. If you ask for it, say at the counter what you will use it for; if you would never actually ring anybody, leave it off.
• A birthday needs a reason. Asking for one and then never using it is a question you did not have to ask. If you want it, choose what the day gives under Birthdays, on the Program’s Notifications tab, so the customer gets something for having answered; the sign-up page then tells them so, in a line under the box.

Changing this does not change anybody who has already joined. Existing customers keep the details they gave you, and their cards carry on exactly as they are.