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Registering Cardholder Information (3 Methods)

You can register customer details on a card or virtual account via three methods:

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Written by Nicholas Martin
Updated over 7 months ago

Registering Cardholder Information (3 Methods)

You can register customer details on a card or virtual account via three methods:

  1. Cardholder Portal

  2. Program Console (manage.ackroo.com)

  3. Virtual Terminal (vt.ackroo.com)


1. Cardholder Portal

Customers self-register on your custom-branded portal (if enabled), creating their own login and password for balance and history access.


Cardholder Portal Registration Page Example: https://snackshack.ackroo.net/en/registrations


2. Program Console → Cards Tab

Business admins can attach basic customer info via the Program Console:

  1. Sign in at manage.ackroo.com.

  2. Select the Manage Cards tab.

  3. In Search, enter the card number, Ackroo-ID, or Batch Info.

  4. Click ActionEdit Profile.

    In the pop-up, enter:

    • First & Last Name

    • Email Address

    • Mobile Phone Number

    • Birthday

  5. Click Save to apply, or Close to cancel.

Note: This method does not capture opt-in consent or allow customer password creation.


3. Virtual Terminal

Staff can register full customer profiles via the Virtual Terminal:

  1. Sign in at vt.ackroo.com.

  2. In the Search Criteria field, enter the card number or Ackroo-ID/Batch Info and click Search.

  3. Select Register Card from the left menu.

  4. Enter customer details:

    • Salutation (Mr./Ms.)

    • First & Last Name

    • Email Address

    • Phone Number

    • Date of Birth

    • Address, City, Province/State, Country, Postal/Zip Code

    • Reference ID (e.g., CRM or DMS)

    • Opt-in consent for email communication

  5. Click Register Card to save.

Note: This method does not allow customers to create a password for self-sign-in.


Category: Ackroo Anywhere → Cards
Last updated: 2024-11-13

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