Loyalty Program Signup
One screen to join a rewards scheme: contact details, how they want to hear from you, birthday month, preferences and clear consent for marketing.
A ready-to-use e-commerce & payments form for online shops, makers and subscription brands: 15 questions, 1 page, 4 conditional rules.
- Questions
- 15
- Pages
- 1
- Layouts
- card · classic
- Time to complete
- ≈ 3 min
- Conditional rules
- 4
Searches this template answers
Live preview and test console
This is the real form. Answer it to test the 4 conditional rules — nothing is sent or stored.
4 questions are hidden by conditional logic right now — change an answer above to reveal them.
Compliance checklist
- Payment items priced — passingEvery payment question charges a real amount, so a submission always records a payment.
- Conditional logic resolves — passingEvery rule points at a question or page that exists in this template.
- Legal text not required — passingThis template collects neither health nor regulated financial information.
- Question labels unique — passingLogic and exports address questions by label, so duplicates are ambiguous.
What happens after submit: nothing is stored in this preview. On your own copy, every response triggers an instant email notification and lands in your response dashboard, ready to export or forward.
Happy with it? Take a copy into your workspace — every question, rule and setting comes with it.
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.
- 1Press “Use this template” — a fresh copy of Loyalty Program Signup lands in your workspace, ready to edit.
- 2Rename or delete any question, and change what is required. Nothing here is fixed.
- 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.
- 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.
- 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.
About this template
Loyalty schemes fail for two reasons: signup takes too long at a till, and the consent was never clear enough to email anyone afterwards. This screen fixes both. It asks for the few things a scheme genuinely needs — name, email or mobile depending on how you send rewards, and the store or channel where they joined — and keeps everything else optional. Birthday month is asked without the year, which is enough for a birthday reward and much less intrusive than a full date of birth. Preferences make later messages worth opening: favourite categories, sizes if you sell clothing, whether they shop in store or online, and how often they want to hear from you. Consent is separated by channel, with email and text as distinct choices rather than one bundled tick, and the form states plainly how to leave the scheme. It also asks how the customer heard about the programme, which is the only reliable way to tell whether till prompts, receipts or the website are actually recruiting members.
What this form asks
Every question is editable — rename it, make it optional, or delete it entirely.
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
15 questions in total.
Example of a completed loyalty program signup form
This shows how a customer joins a rewards scheme and sets their communication preferences.
- Your name
- Denise Okafor
- Email address
- d.okafor@example.com
- How would you like to receive rewards?
- Do you shop in store, online, or both?
- Both
- Would you like birthday rewards?
- Yes
- Birthday month
- September
- Categories you shop most
- Homeware and kitchen
- How often would you like to hear from us?
- Monthly
- Do you confirm you are old enough to join under our terms?
- Yes
Sample data — no real people, addresses or records are shown.
How the form changes as it's filled in
This template ships with 4 conditional rules, grouped into 4 behaviours driven by 4 questions. Everything below is already set up — edit or delete any rule once the template is in your workspace.
Driven by “How would you like to receive rewards?”
- Reveals questions
If “How would you like to receive rewards?” is By text message, the form reveals “Mobile number”.
Driven by “Do you shop in store, online, or both?”
- Reveals questions
If “Do you shop in store, online, or both?” is In store, the form reveals “Which store you usually visit”.
Driven by “Would you like birthday rewards?”
- Reveals questions
If “Would you like birthday rewards?” is Yes, the form reveals “Birthday month”.
Driven by “Do you agree to marketing messages?”
- Reveals questions
If “Do you agree to marketing messages?” is No, the form reveals “Would you still like your points balance by email?”.
Set it up step by step
- 1
Keep it short enough for a till
Every extra required field costs signups at the counter, so make everything except contact details optional.
- 2
Ask for the birthday month only
A month is enough for a birthday reward and far less sensitive than a full date of birth.
- 3
Split consent by channel
Email and text are different permissions, and bundling them makes both harder to rely on.
- 4
Record where they joined
It is the only way to know whether the till prompt or the website is actually recruiting members.
Mistakes to avoid
- Requiring a full address for a scheme that only ever sends emails.
- Bundling marketing consent into the terms tick, which leaves the whole list on shaky ground.
- Not asking for a preferred frequency, then losing subscribers to a weekly send they never wanted.
What it pairs with
Most teams don't run this form on its own. These are the forms and systems it sits next to.
What to do with the responses
Create the member record, send the welcome message with any joining reward, and apply the channel and frequency preferences before the first campaign.
Works in both layouts
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Frequently asked questions
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.
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