Customer Signup and Email Verification
Published March 3, 2026
Customer Signup and Email Verification
Customers can join your loyalty program through several channels. Each method captures their details and enrolls them automatically.
Signup Methods
| Method | How It Works | Best For |
|---|---|---|
| QR Code Poster | Customer scans QR displayed in-store, opens signup form | Walk-in customers |
| Direct Link | Share signup URL on website, social media, or materials | Online audiences |
| Staff Enrollment | Staff registers customer from checkout dashboard | In-person service |
| Self-Service Kiosk | Customer signs up and submits claims independently | High-volume venues |
Your signup URL follows this format: yourdomain.com/{org-slug}/signup
Required Information
Every signup collects:
| Field | Format | Validation |
|---|---|---|
| Full Name | Text | Required, minimum 2 characters |
| Email Address | Required, verified via OTP | |
| Phone Number | International format | Required, with country code (e.g., +61) |
Custom Signup Fields
You can add up to 5 custom fields from Organization Settings → Signup Form:
- Text fields, number inputs, date pickers, or dropdowns
- Mark fields as required or optional
- Drag to reorder fields on the form
- Data is stored as structured JSON on the customer record
💡 Tip: Keep custom fields to a minimum — each additional field reduces signup completion rates by approximately 5-10%.
Email Verification Flow
After signup, customers verify their email with a 6-digit OTP code:
- Customer enters their email on the signup form.
- A verification code is sent instantly to their email.
- They enter the 6-digit code on the verification screen.
- Upon verification, their loyalty card is generated.
- They're redirected to download their wallet pass.
Verification Details
| Setting | Value |
|---|---|
| Code length | 6 digits |
| Code expiry | 10 minutes |
| Max attempts | 3 per code |
| Resend cooldown | 60 seconds |
⚠️ Important: Email verification reduces fake signups and ensures you can communicate with customers. Unverified emails cannot receive marketing campaigns.
Terms and Conditions
Customers must accept your terms and conditions during signup. The acceptance is recorded with:
- Timestamp of acceptance
- IP address (for compliance)
- Version of terms accepted
This data is available in the customer detail view for GDPR/compliance purposes.
Marketing Consent
During signup, customers can opt in to marketing channels:
| Consent Type | Default | Controls |
|---|---|---|
| Email marketing | Off | Receive promotional emails |
| SMS marketing | Off | Receive text message campaigns |
| Push notifications | Off | Receive wallet push notifications |
Consent preferences can be updated later via the Customer Portal.
Post-Signup Experience
After successful signup and verification:
- Success Page — confirms enrollment with a celebration animation
- Wallet Pass Download — Apple Wallet and Google Wallet buttons appear
- Welcome Offer — if configured, the offer is applied automatically
- Welcome Email — sent with their loyalty card details and wallet download links
💡 Tip: Enable a welcome offer to incentivize wallet pass downloads. Customers who install the pass have 3x higher engagement rates.
Duplicate Prevention
Cockato prevents duplicate enrollments by checking email addresses within each organization. If a customer tries to sign up with an existing email, they're shown a message that their account already exists.
Troubleshooting
Customer didn't receive verification code?
- Check spam/junk folders
- Verify the email address was entered correctly
- Wait 60 seconds and use the resend button
- Check that your SMTP settings are configured correctly
Signup form not loading?
- Verify your organization slug is correct
- Check that the signup page URL is accessible
- Clear browser cache and try again
Ready to get started?
Try Cockato for free and see how it can help grow your business.
Get Started Free