Quick Summary
Forms let you collect customer details and issue loyalty cards instantly. You can enable default fields like name and email, and add your own custom fields (text, date, dropdown, single choice and multiple choice.) to collect any extra data you need — all while matching your brand's style.
Overview
Each form is tied to a loyalty card and can be customized with both visual and data fields. Forms are typically used to:
Enroll new customers
Assign them a specific card
Collect birthdays, preferences, or survey data
Get GDPR-compliant marketing consent
Display a success screen with a digital card link
Each form has two views: the Form Preview (customer-facing form) and the Success Preview (what customers see after joining).
Forms can be shared via links, embedded on your website, or printed as QR code flyers.
How It Works
Step 1: Customer fills the form
They enter their information — including optional custom fields you’ve configured.
Step 2: Card is issued
Once submitted, the assigned card is issued immediately and shown on the success screen.
Step 3: Wallet-ready
The customer can then add the card to Apple Wallet, Google Wallet, or save the link.
Real Example
🛍️ “Join our loyalty club and get your digital card instantly! Tell us your birthday and how you heard about us.”
You can display this message in-store via QR flyer or embed the form on your website to onboard new members seamlessly.
Creating a Form in Loyaltify
1. Select Card
Choose the loyalty card that will be issued to the user upon form submission.
2. Form Details
Form Description: Shown at the top of the form. You can add emojis, and bold text.
Submit Button Text: Customize to say things like “Join now”, “Get my card”, etc.
Background/Text Color: Match your brand aesthetic.
Unique Field: Choose either Email or Phone to avoid duplicate customers.
3. Default Fields
Toggle each one to enable and/or require:
Field | Use Case |
Name | Personalization |
Required for card delivery | |
Phone | Optional or for SMS-based contact |
Birthday | Used for birthday rewards & filters |
Marketing Consent | GDPR-compliant opt-in for promos |
4. Custom Fields
You can add as many custom fields as you want. Here are supported types and example uses:
Text
Label: How did you find us?
Collects short open-ended responses (e.g., "Instagram", "Friend")
Date
Label: Anniversary Date
Useful for relationship-based campaigns or special date reminders
Dropdown
Label: Gender
Options: Male, Female, Non-binary, Prefer not to say
Good for standardized choices
Single Choice
Label: How often do you visit us?
Options: First time, Daily, Weekly, Monthly
Only one option selectable
Multiple Choice
Label: What do you enjoy at our cafe?
Options: Coffee, Tea, Pastries, Wi-Fi
Allows selecting multiple answers
5. Success Preview
After submitting, users see:
A confirmation message
A "Save to Wallet" option (Apple Wallet or Google Wallet)
Final Step: Manage Forms
Click the three-dots menu (⋮) on any form to manage it:
Edit Form: Update text, form, or styling
Delete Form: Permanently remove
Copy URL: Get the public link to share via email, SMS, or web
Download QR Code (SVG/PNG): Save a QR code to print on flyers or signage for easy access
