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Designing Enrolment Forms
Introduction to Enrolment Forms
Introduction to Enrolment Forms
Enrolment forms and what they do
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Written by Janet John
Updated over a week ago

This article explains what an enrolment form is and when you can use it.

An enrolment form is a valuable tool that allows you to collect information from your customers before they can download and install their Membership Card, Loyalty Card or Coupon.

Enrolment 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.

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

To design or edit an enrolment 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

For further information please refer to the links below.

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