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Introduction to Data Collection Forms
Introduction to Data Collection Forms

Enrol your members using the Data Collection Form

Janet John avatar
Written by Janet John
Updated over a week ago

This article explains what a Data Collection form is and when it can be used.

What is the Data Collection Form?

The Data Collection form is a valuable tool that allows you to collect information from your customers as they enrol, before they can download and add their Membership Card, Loyalty Card or Coupon to their digital wallet.

Data Collection forms typically include fields for personal information such as name, address, phone number, and email address, as well as fields for specific details that may be related to your campaign, or any data you feel will be useful for future use, like segmentation for example.

Editing the Data Collection Form

You can edit your Data Collection form from the distribution page or through the designer. The designer tab is titled as ‘Data Collection’.

To design or edit a data collection form you can either,

  • Click on Designs, select the Tier/Offer you wish to edit and click Edit Design or the Edit Icon, and click on Data Collection (If this option isn't available, make sure enrolment is enabled in the program/campaign settings)

  • Or, Click on Distribution and click on the Edit button for your Tier/Offer. Then click on Data Collection

What if you want to issue the pass without collecting any data?

Sometimes you may wish to issue a pass to a user without collecting any details, an example of this is for coupons.

To do this you can remove all the fields from the Data Collection Form. Please note, ensure any fields you remove are not marked as "Required".

Using your own Data Collection Form

You are not bound to use the form we provide, you can use your own form to collect data and then send this to PassKit to create your pass. Zapier and Make are good resources to automate this process, or you can use our API.

For further information regarding using your own form please see the articles below.

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