Prevent Duplicate Sign-Ups During Card Install

Maintaining a clean database is essential for an effective loyalty program. Duplicate entries can lead to skewed analytics, wasted rewards, and a confusing experience for your customers. By using the Required and Unique field customizations, you can ensure that every loyalty card issued is tied to a distinct, verifiable individual.

Understanding the Tools

When designing your issuing form, you have two primary toggles to control data integrity:

1. Required: Ensures the field cannot be left blank. The form cannot be submitted until this information is provided.

2. Unique: Cross-references the input against your existing database. If a customer tries to use a piece of data (like an email or phone number) that is already registered, the system will block the submission.

Step-by-Step Configuration

Follow these steps to configure your form and protect your database from duplicate entries:

1. Log in to your Loyally.ai dashboard, select ‘Cards’ from the menu panel, select the card you want to configure, then go to ‘Settings’ and find the Card Issuing Form.

2. Select the Field Types and Field Names, you can choose from available field types including First Name, Text, URL, Date, Number, or Photo. Give each field a clear name (e.g., "Mobile Number" for a Number field) so customers know what to enter.

3. Choose at least one field that is unique to every human being. Most businesses use a Text field for Email or a Number field for Phone Number to distinguish between members.

4. After naming your field, you can choose which field to enable the Required or Unique toggles.

   • Enable the "Required" Toggle - This prevents "ghost" profiles by ensuring the form cannot be submitted until that specific information is provided.

   • Enable the "Unique" Toggle - Switch this to ON for your primary identifiers (like Email or Phone). This ensures the system performs a real-time check; if the data already exists in your database, the form will block the submission and display an error message like: “This value is already in use."

Tip: You can add up to 6 fields to your loyalty card issuing form. This allows you to collect essential data while keeping the sign-up process quick and easy for your customers.

Important Considerations

• Active Card Restriction - Please note that users cannot edit the issuing form on active cards. Ensure your fields and settings are finalized before your card is deployed.

• Solving Duplicate Issues - If a customer is unable to sign up because of a "Unique" error, they are likely already in your system. Instead of creating a duplicate profile, search your database to help them recover their existing digital card.

• Strategic Selection - Only apply the Unique setting to one-of-a-kind identifiers. Avoid setting fields like "First Name" to unique, as this would prevent multiple customers with the same name from joining.

Best Practices for Data Integrity

What to do when a Customer is Blocked?

If a customer sees an ‘already in use’ error while signing up to add your loyalty card, it means they’re already a member.

• Don't create a new record - The "Unique" setting has successfully protected your database.

• Retrieve the existing card - Direct the customer to their email inbox or search your dashboard to resend their original loyalty card installation link.

• Review your fields - If you have reached your 6-field limit, ensure that the fields you have chosen are the most effective for identifying your unique customers.

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