The data tab allows you to set what data you want to collect from your customers, and set data consent options.
Terminology
Enrolment Form
This is the form customers fill out to sign up for your digital stamp card. The data fields you configure will appear on this form.
Customers Page
This is where you can view and manage all the data collected from your customers within your PassKit account.
Field
This refers to an individual piece of information you want to collect from a customer, such as their name, email, or phone number.
Format
This specifies the type of data you're collecting for a field (e.g., text, number, date, email, URL, mobile/telephone number). PassKit uses this to ensure the data entered is valid.
Data Consent
This is an optional but highly recommended feature that allows you to obtain explicit permission from your customers for data processing, helping you comply with privacy regulations like GDPR.
Configure Customer Data Collection
Determine what information you want to collect from customers before they can install your digital stamp card. This data will appear on the enrolment form and be stored and viewed in your ‘Customers’ page.
For each field:
Select the format (e.g., text, email, phone number, date).
Choose if it’s mandatory or optional (required fields will force customers to provide the information before proceeding).
Add a field
Click on the + button to add a new field.
Then add the description (title) of the field, choose the format and enable mandatory where applicable.
The format selections are,
Text - Where the data is text, like a Name
Number - Where the data only contains numbers
Date - Where the data is a date, like a DOB
Email - Where the data is an email address
URL - Where the data is a link, like to a customers website.
Mobile/telephone number - Where the data is a telephone number, this option will also validate the telephone number inputted by he customer.
Best Practices
For guidance on what data to collect (e.g. balancing user experience vs. business needs, refer to Data Collection and Customer Information.
Removing a field
Click on the trash icon to remove a field.
Note: Removing a field, or editing the description will remove any existing data from the Customer list view.
Set Default Country for Phone Numbers
This option only appears if you’ve added a phone number field in Step 1.
To simplify phone number entry:
Choose a default country (auto-sets the country flag and dial code).
Customers can manually change their country if needed.
Data Consent (Optional)
Enable the Data Consent section at the bottom of the Data Tab for compliance (e.g., GDPR) and trust-building:
Enable Consent Checkbox
Activate the toggle to require explicit customer consent
Checkbox will appear above the enrollment Join Now button
Leave "Have the data consent checkbox on the landing page checked be default" disabled (unchecked) to comply with privacy laws
Customize Consent Text
Basic Template:
☐ I agree to data processing per the <a href="YOUR_PRIVACY_POLICY_URL">Privacy Policy</a>
Multi-Policy Example (GDPR-ready):
☐ I consent to:
Data collection per our <a href="PRIVACY_URL">Privacy Policy</a>
Personalized offers per our <a href="TERMS_URL">Terms</a>
Implementation Requirements
Must Use
Actual policy links (replace
YOUR_PRIVACY_POLICY_URL)
Recommended:
Plain language (avoid legalese)
Separate lines for multi-consent items
No pre-checked boxes (GDPR compliance)
Preview
Customers will see:
☐ I agree to the Privacy Policy and Terms