Want more customers to join your program? Start with Forms, it’s the fastest and most effective way to collect sign-ups.
Forms allow users to join instantly and can be connected to automation flows, like sending a welcome email right after they sign up. Each form also comes with a unique URL and QR code, making it easy to share anywhere.
Step 1: Create an engaging sign-up form
Before promoting your program, make sure your form is set up for success:
Add eye-catching logos and visuals
Highlight the key benefits of joining
Include clear instructions (e.g. how to scan, sign up, and receive a digital loyalty card)
Step 2: Access your form’s QR code and URL
To start sharing your form:
Go to CRM → Forms
Select the form you want to use
Click Download QR Code or copy the form URL
Step 3: Promote your form everywhere
Now you’re ready to market your program. Add your QR code or URL to as many touchpoints as possible:
Social media posts
Menus
Receipts
Packaging
Merchandise
Your website
At the till (in-store)
The more visible your form is, the more sign-ups you’ll get.