E-Commerce & Payments · community shared

Loyalty Program Signup — shared by the community

Tom H. shared this 15-question build with 4 conditional rules already wired up. Test it below, then take a copy.

A ready-to-use e-commerce & payments form for online shops, makers and subscription brands: 15 questions, 1 page, 4 conditional rules.

Shared by
Tom H. · Agency owner
Questions
15
Replies
12
Copies taken
345
See the library version

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Live preview and test console

This is the real form. Answer it to test the 4 conditional rules — nothing is sent or stored.

Your details

How would you like to receive rewards?
Do you shop in store, online, or both?
Would you like birthday rewards?

What you are interested in

Categories you shop most
How often would you like to hear from us?

Consent

Do you agree to marketing messages?
Do you confirm you are old enough to join under our terms?

4 questions are hidden by conditional logic right now — change an answer above to reveal them.

Works for you? Take Tom H.'s copy into your own workspace — questions, rules and settings included.

Who this template is for

Loyalty Program Signup is built for online shops, makers and subscription brands who need to take an order, a deposit or a recurring payment without a checkout build.

  • Online shops, makers and subscription brands working in e-commerce & payments.
  • Teams who need to take an order, a deposit or a recurring payment without a checkout build without writing code or paying for a custom build.
  • Anyone replacing orders arriving as half-finished emails with no payment attached with one structured record per enquiry.
  • Respondents are shoppers and repeat customers — the form asks them 15 questions across 1 screen.
  • Mobile-heavy audiences, thanks to the one-question-per-screen card layout.

Why this form is useful

It removes the cost of orders arriving as half-finished emails with no payment attached and turns each submission into a record your team can act on immediately.

  • 8 questions are required, so submissions arrive complete instead of needing a follow-up email.
  • It collects a verified email address so replies and confirmations land.
  • It captures a phone number for urgent follow-up.
  • It allows multiple selections without free text.
  • Conditional logic hides 4 questions until they are relevant — shorter forms convert better than long ones.
  • Every response is stored, searchable and exportable, so nothing depends on one person's inbox.

How to use this template

From copy to live form is a few minutes of work, and every step is reversible.

  1. 1Press “Use this template” — a fresh copy of Loyalty Program Signup lands in your workspace, ready to edit.
  2. 2Rename or delete any question, and change what is required. Nothing here is fixed.
  3. 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
  4. 4Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
  5. 5Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.

Logic and conditions blueprint

Exactly how this form behaves as it is answered — 4 conditional rules ship with it.

  • Features advanced show logic: if “How would you like to receive rewards?” is By text message, the form dynamically exposes “Mobile number”. Otherwise that question never appears.
  • Features advanced show logic: if “Do you shop in store, online, or both?” is In store, the form dynamically exposes “Which store you usually visit”. Otherwise that question never appears.
  • Features advanced show logic: if “Would you like birthday rewards?” is Yes, the form dynamically exposes “Birthday month”. Otherwise that question never appears.
  • Features advanced show logic: if “Do you agree to marketing messages?” is No, the form dynamically exposes “Would you still like your points balance by email?”. Otherwise that question never appears.
  • All 4 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.

What this form asks

Join the rewards scheme

  • Your namerequired
  • Email addressrequired
  • How would you like to receive rewards?required
  • Mobile number
  • Do you shop in store, online, or both?required
  • Which store you usually visit
  • Would you like birthday rewards?required
  • Birthday month
  • Categories you shop most
  • Your usual size, if you shop clothing
  • How often would you like to hear from us?required
  • How did you hear about the scheme?
  • Do you agree to marketing messages?required
  • Would you still like your points balance by email?
  • Do you confirm you are old enough to join under our terms?required

Conditional logic in this build

  • WhenHow would you like to receive rewards?is By text message, showMobile number”.
  • WhenDo you shop in store, online, or both?is In store, showWhich store you usually visit”.
  • WhenWould you like birthday rewards?is Yes, showBirthday month”.
  • WhenDo you agree to marketing messages?is No, showWould you still like your points balance by email?”.

Questions about this shared form

Does this issue a loyalty card?

It enrols the member. Card numbers, points balances and rewards live in your loyalty or point-of-sale system.

Why not ask for a full date of birth?

Because a month achieves the same reward and asking for less sensitive data makes signup faster and safer.

Can it be used on a tablet at the till?

Yes. The single-screen layout is built for that, which is why almost every field is optional.

How is unsubscribing handled?

Marketing consent is a separate choice here, and your messages carry the unsubscribe route as usual.

Is the Loyalty Program Signup template free to use?

Yes. You can preview and test Loyalty Program Signup on this page without an account, and take a copy into your own HelloForms workspace on the free plan. There is nothing to install and no card required to publish it.

What does the Loyalty Program Signup template ask for?

It asks 15 questions across 1 page, 8 of which are required. Every question is listed in full further down this page, and each one can be renamed, reordered, made optional or deleted after you copy the template.

Can I edit the Loyalty Program Signup form after copying it?

Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the card and classic layouts, restyle it to match your brand, and set who gets notified on each submission.

How does the conditional logic in this e-commerce & payments form work?

4 conditional rules ship with the template: Features advanced show logic: if “How would you like to receive rewards?” is By text message, the form dynamically exposes “Mobile number”. Otherwise that question never appears. Features advanced show logic: if “Do you shop in store, online, or both?” is In store, the form dynamically exposes “Which store you usually visit”. Otherwise that question never appears. Features advanced show logic: if “Would you like birthday rewards?” is Yes, the form dynamically exposes “Birthday month”. Otherwise that question never appears. All rules are editable in the Logic tab.

Where do responses to the Loyalty Program Signup form go?

Submissions land in your workspace under Submissions, where you can search, filter, label and export them to CSV or PDF. You can also email a notification to your team on every submission and send the respondent an auto-reply.

Can I embed the Loyalty Program Signup form on my own website?

Yes. Publish the form and paste the embed snippet into any page or share the direct link. The embedded form resizes to fit its container and loads no advertising or marketing trackers inside the iframe.