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Introduction to Data Collection Forms
Introduction to Data Collection Forms

Enrol your customers or members using the Data Collection Form

Janet John avatar
Written by Janet John
Updated over 3 weeks ago

Terminology

Data Collection Forms

The primary term, referring to forms used to gather information from pass holders.

Enrolment Forms

An alternative term for Data Collection Forms.

Digital Passes

Refers to electronic passes, such as Apple Wallet or Google Pay passes.

Pass Holders

Individuals who have downloaded or are using digital passes.

Personalisation

Tailoring the pass experience based on collected data.

Segmentation

Dividing pass holders into groups based on their responses or characteristics.

Customer Data

Information collected from pass holders.

GDPR

General Data Protection Regulation, a data privacy law.

Loyalty Programs

Programs designed to reward repeat customers.

Membership Programs

Programs where customers join a group, often with special benefits.

Event Ticketing

Digital passes used for events.

Coupon Offers

Digital passes used for discounts and promotions at retail stores.


What are Data Collection Forms (Enrolment Forms)?

Essentially, Data Collection Forms are customisable forms that you can use to collect data before you issue a pass. Think of them as a way to:

Capture customer data

Collect names, email addresses, phone numbers, preferences, or any other relevant information.

Personalise the pass experience

Use the collected data to tailor the pass content and offers.

Segment your audience

Organise your pass holders based on their responses for targeted marketing.

Gain valuable insights

Understand your customer base better by analysing the collected data.


How are Data Collection Forms Used?

Here are some common use cases:

Membership Programs

  • Collect member details during sign-up.

  • Gather preferences for personalised offers.

Loyalty Programs:

  • Enrol new loyalty members.

  • Gather information for targeted promotions.

Event Ticketing:

  • Collect attendee information when issuing tickets.

Coupon Offers:

  • Capture customer contact information for email marketing.

  • Gather product preferences for personalised promotions.

  • gather information about preferred store locations.


When Should Data Collection Forms Be Used?

The key is to use them strategically and responsibly. Here's a guide:

When you need to gather specific information

If you need to collect data beyond the basic pass information, a form is essential.

When you want to personalise the pass experience

Use the data to tailor offers, messages, and updates.

When you want to segment your audience

Divide your pass holders into groups based on their responses for targeted marketing.

When you want to increase customer engagement

Make the data collection process easy and relevant to the pass holder.

When you are allowed to collect the data

Always make sure that you are following all GDPR, and other local laws concerning customer data collection, and that customers are aware of how their data will be used.


Key Considerations:

  • Keep it concise: Don't overwhelm pass holders with too many questions.

  • Make it mobile-friendly: Ensure the form is easy to fill out on a mobile device.

  • Offer value: Provide an incentive for completing the form, such as a discount or exclusive offer.

  • Be transparent: Clearly explain how the collected data will be used.

  • Respect privacy: Adhere to data privacy regulations and best practices.

By understanding how to effectively use Data Collection Forms, you can enhance your digital pass strategy and build stronger relationships with your pass holders.

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