How do I build and share a signup page?

What you need first

• A card. You can build the page while the card is a draft, but customers can only use it once the card is published.
• Your logo and brand colours.
• Decide what to ask customers. This is set on the card, in Pass content. Keep it short: a phone number alone is quickest at the counter.

Steps

1. Open Cards and find your card.
2. Open the Signup Page menu on the card and choose Build sign-up page. If you have built it before, the option says Edit sign-up page.
3. Work through the steps: the page title and headline, the logo, colours and fonts, the button text and any terms link.
4. Choose Publish card to make the page live. Save as Draft keeps your work without publishing.
5. Once the card is published, open the Signup Page menu again and choose Share, QR & poster. This page also opens when you first publish a card.
6. Copy the sign-up link, download the QR code as a PNG, print the counter poster or table tent, or copy the website button snippet.
7. Test the link or QR code with your own phone before you print anything.

What the customer sees

A short form with the questions you chose, a box to accept the terms and a tick box for offers and news that is optional. When they finish, the next page offers the card for Apple Wallet or Google Wallet.

If something goes wrong

• The page says the card is still a draft: publish the card.
• The page says there is no sign-up page yet: choose Build sign-up page from the card's Signup Page menu.
• The customer cannot submit: they must accept the terms, and any email address or phone number must be valid.
• You have connected Shopify: the builder adds a Shopify Customer Mapping step. Choose which form field is the customer's email, first name, last name and phone. The email is required.
• A customer who already has the card sees a message saying so, and is emailed the card if you have their address.