How members join your program
There are several ways to attract members to your loyalty program. You can combine all of them to maximize your reach.
Registration Landing Page
Each program has a public registration page that you can share with your customers:
- Go to Programs and select your program
- In the Member Portal section, you will find the registration URL
- Share this link on your social media, email marketing, website, or any channel
Customers who access this link can register directly in your program.
QR Code
Ideal for attracting members at your physical locations:
- Go to Programs > Member Portal
- Download the registration QR code
- Print it and place it at your point of sale: counter, table, storefront, packaging...
When a customer scans the QR with their phone, they will go directly to the registration page.
You can customize the QR design by adding your logo in the center to make it more recognizable.
Available Registration Methods
Your members can register in several ways. You can enable or disable each method according to your needs:
Email and Password
The classic method. The member enters their email, creates a password, and confirms their account.
OTP (One-Time Password)
The member enters their phone number or email and receives a temporary code to verify their identity. No need to remember passwords.
Social Login (Google, Apple)
Allows members to sign up with a single click using their Google or Apple account. Fast and frictionless.
To configure registration methods:
- Go to Settings > Member Registration
- Enable or disable the methods you prefer
- Click Save
Import Existing Members
If you already have a customer base, you can import them in bulk:
CSV Import
- Go to Members > Import
- Download the CSV template to see the required format
- Fill in the file with your customers' data (name, email, phone, etc.)
- Upload the CSV file
- Review the preview to confirm the data is correct
- Click Import
Make sure you have your customers' consent before importing their data. Always comply with data protection regulations (GDPR).
CRM Import
If you use a compatible CRM, you can sync your contacts directly:
- Go to Integrations > CRM
- Connect your CRM following the instructions
- Select the contacts or segments you want to import
- Confirm the import
Welcome Points
To incentivize sign-ups, you can offer welcome points to new members:
- Go to Programs > select your program
- In the Earning Rules section, find the Welcome rule
- Enable the rule and define how many points each new member will receive
- Click Save
Welcome points are a very effective tool for new members to experience the program from the first moment and stay motivated to keep participating.
You now have members in your program. Next, set up the earning rules so they can start earning points with their purchases and actions.