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Data Collection and Customer Information

Best practices on what data to collect & setting up your data collection form.

Paul Tomes avatar
Written by Paul Tomes
Updated over a week ago

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.

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