Why Collect Customer Data?
Understanding your customers helps you personalize their experience and build stronger relationships. With the right data, you can:
Greet them by name when they visit.
Send birthday rewards or special offers.
Tailor service based on their preferences (e.g., favorite menu items).
What Information Should I Collect?
Essential Fields (Recommended)
First Name – Personalize interactions.
Email Address – Send digital stamps and promotions.
Birthday – Offer a birthday treat or discount.
Additional Fields (Optional)
Mobile Number – SMS updates or reminders.
Favorite Item – Recommend similar products.
Company Name (B2B) – For corporate loyalty programs.
💡 Pro Tip: Less is more! Only ask for what you’ll use—too many fields can reduce sign-ups.
Setting Up Your Enrollment Form
Field Description
This is the label customers see (e.g., "First Name," "Birthday").
Do not enter your own details—this is just a prompt for customers.
Choose the Right Format
Select the data type that matches the information:
Text (e.g., Name, Favorite Flavor)
Email (e.g., for receipts & promotions)
Mobile/Telephone Number (e.g., for SMS updates)
Date (e.g., Birthday)
Number (e.g., "How many visits per month?")
Mandatory vs. Optional Fields
Mandatory = Customers must fill this in before they can enroll.
Optional = Customers can skip (e.g., birthday or favorite item).
Best Practices
Test your form before launching to ensure a smooth experience.
Keep it short—prioritize the most valuable data.
Respect privacy—only collect what you need and secure it properly.