Kick-Off
Learn about setting up your account.
By Koen and 1 other2 authors19 articles
Quick Start
First steps so you can start getting data and build the hype!
- How to invite a new user to your business dashboardAdd a new user (internal) in your dashboard.
- How to configure your brand kitAdding the main logo or brand, and fonts to your dashboard
- Formatting requirements for images.Image requirements for images. These are only for Wallet and Brand logos. General image files to upload do not have these requirements
- How to add a branch or shop to your accountCreate a new location (profile) on your dashboard.
- How to configure and design your wallet passHow a customer customise their digital loyalty card or wallet pass, and add different contact information to it (name, points, etc.)
- How to market your program to get more sign-ups?The best ways to promote your program and encourage more customer sign-ups.
- Moving to your new program from an existing oneA guide to transferring data and changing loyalty programs
- Keywords & Terms to knowKeywords & Terms to know
- Five must-have automations!Top five Recommended Automations
- How to create a formForms are used for easy and quick registration of contacts! QR code and link to the form can also be used in marketing material
- Adding Forms to Emails and Data CollectionHow to link a form to an email for data collection and survey purposes
- How to embed a Form into a website pageHow to embed a sign up form into the code of a website page for a full white-label solution
- How to monitor the submissions of a FormHow to see the all the customers who have completed your Form and the data they filled in
- How to create a copy of a formHow to duplicate an existing form design
- Forms: Best PracticesTop recommendations for our Forms tool
- How to adjust reCAPTCHA settings for your Formhow to configure reCAPTCHA’s basic requirements to protect your forms
- Set up Google Login for Forms & Contacts PortalEnable Google Sign-In for Forms & Contacts Portal. Learn how to create a Google Cloud project, configure OAuth, generate a Client ID and Client Secret, and complete the setup.