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Part 5: Data Collection

Collect data from your customers to tailor the experience to each individual.

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

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 enrollment form and be stored 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).

Best Practices

For guidance on what data to collect (e.g. balancing user experience vs. business needs, refer to Data Collection and Customer Information.


Set Default Country for Phone Numbers

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:

1. 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

2. 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>

3. 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)

4. Preview

Customers will see:

☐ I agree to the Privacy Policy and Terms

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