Use Sign Up Profiles to capture custom information when someone signs up, or to create a multi-person/family membership. Once you create a sign up profile it can be linked with a Template, and customers will be prompted for additional information when signing up via that Template.
Create New Sign Up Profile
- Go to Submatic Settings > Business > Store Settings
- Scroll to the bottom of the page and click on the "Manage Sign Up Profiles" button
- Click "+ Add New Profile"
- Enter the Profile Name
- Some pre-defined contact fields are available for use, or add your own Custom field by clicking "Add Custom" at the bottom of the page. For custom fields add the custom field label, custom field response type, and custom fields options (if applicable)
- For pre-defined contact fields add a checkbox next to each field that you would like to capture.
- Click "Submit" to save your sign up profile
The Sign Up Profile configured in the below example will prompt someone signing up for a First Name, Email Address, as well as two custom questions. Note that these fields are all displayed after the customer has submitted their own Name, Email, and Phone number during the sign up process. The pre-configured contact fields primarily exist for the purposes of capturing a Second Member's information. The custom fields can be used to capture any additional information that you want to request.
Associate Sign Up Profile With Template
To use the sign up profile that you have created you must associate it with a Template. To do this:
- Go to the Templates page
- Locate the template that you would like to update and click Manage > Sign Up Profiles
- Your available Sign Up Profiles will appear on the left side. Click "+ Add" to link a Sign Up Profile with this Template. You may click "+ Add" multiple times to add the same profile multiple times. For example the below screenshot shows the "Child" sign up profile listed three times, meaning that information can be submitted for up to three children.
- The Sign Up Profile that you selected will appear on the right side of the page. Optionally add an External Label which will appear when this is displayed to customers.
- If the information is Required check the box in the "Fields Required?" column.
- If you would like to create a customer profile for the additional individual whose information is being provided check the box in the "Create Profile?" column. Note that this option is only available if "Email Address" is a field included in the Sign Up Profile.
- Click Save when you are done
In the example displayed in the above screenshot the membership requires information for at least one additional person ("Parent") and optionally up to three children.
On the customer facing side this will generate the below form which appears after the primary customer (purchaser) provides their own information. The "Parent" profile includes First Name, Last Name, and Email Address and it is required. The Child profiles include First Name and Date of Birth and are optional with up to three allowed.
Optional fields are minimized by default, but when clicked they expand.
Behavior for Active Subscriptions / Memberships
Additional individuals entered and which are set to have a profile created will receive all of the unlimited benefits that are listed on the template. All limited quantity benefits will be issued only to the primary customer. Furthermore the additional individuals will receive an invitation to access their own mobile wallet pass, if you have the mobile wallet pass functionality enabled in your account.