Prerequisites
Before getting started, ensure you have:
Required Permissions:
Signup forms are accessible to users with the following permissions:
Owner
Signup Form limits by plan:
Plan | Signup Forms Included |
Loyalty Starter | 10 |
Loyalty Pro | 100 |
Loyalty Enterprise | 500 |
Customizable Signup forms are only available with an AIQ Loyalty Package. Marketing Starter includes a single non-customizable sign-up form.
Signup Forms Table
Name
The internal name of the form used to identify it within the platform.
ID
A unique internal identifier assigned to the form. Use this in audience creation.
Views
The total number of times the form has been viewed by customers.
Note: This is not unique views.
Submissions
The total number of times customers successfully submitted the form.
Note: AIQ does not prevent duplicate submissions on the signup form itself, so the same person can submit multiple times.
Submit Rate
The percentage of form views that resulted in a submission.
This is calculated as: Submissions ÷ Views × 100
Last Updated Date
The most recent date and time when the form settings or content were modified.
Created Date
The date and time when the form was originally created.
How to Create a Signup Form
1. Create a Signup Form
Navigate to Customers > Signup Forms
Click New (+)
Enter an internal name (this does not display to customers)
2. Configure Fields
AIQ provides default fields, but you can fully customize your form.
Field Controls
Required fields display with a red asterisk (*)
Optional fields may be left blank
To delete a field, click the trash icon
To reorder fields, use the up/down arrows or enter a number
Click Add Field to add:
A preconfigured field
A custom field
Preconfigured Field Options
To edit a field (label text, placeholder text, etc.), click on the field row to open the slideout.
Birthday
Click on the row to edit this field
If you want to restrict underage customers from signing up, toggle ON "Enforce minimum age" to age gate the form.
When this setting is on, customers who enter a birthdate below the minimum age requirement set will see an error when submitting the signup form.
Address
Option to Force valid address
Customer Type
Toggle between Medical vs Recreational
⚠️ Notes:
Terms & Conditions copy is edited in the Content tab
The submit button cannot be removed (text and styling can be changed in the Design tab)
Click Next to move to Content.
3. Configure Content
Header Text
Appears at the top of the form.
Subheader Text
Describe what the customer is signing up for (leave blank to hide).
Consent Text
Used for marketing consent and optional age gating.
Thank You Popup
After submission, you may display a confirmation popup.
Options include:
Hide automatically after X seconds (default is 5)
Stay visible until closed
Click Next to move to Design.
4. Configure Design
Your form will default to Global Branding Settings, but you can override styling per form.
You can customize:
Logos
Text styling
Field appearance
Signup button text and styling
Signup Button
Set a URL customers will be redirected to after completing the form.
Click Next to move to Extras.
5. Configure Extras
Wallet Pass
Toggle ON to add a Wallet Pass CTA (mobile only).
See Wallet Pass Settings for more information.
Popup Form
Toggle ON if this Signup Form should appear as a popup.
Pixel Tracking must be implemented for popup functionality.
Advanced Settings
Refer-a-Friend Signup Form
Designate this form for referral traffic.
See Refer a Friend (RAF) documentation.
SMS Settings
Send Opt-in Request
Sends a confirmation text after signup.
Automatic SMS Opt-in
Automatically opts users into SMS after signup.
To enable Automatic SMS Opt-in:
Add the Customer Signature field
Mark it as Required
Email: Send Opt-in Request
Triggers double email opt-in.
⚠️ Requires:
Enable Email : Double Opt-In in Settings > Account Settings > Message Settings > Email : Double Opt-In
Default Form (Store Assignment)
Assign a form to a specific store to replace its default.
Select All Stores to replace the global default.
Click Save.
You're done! Now onto Sharing Signup Forms.
Custom Fields
You can create custom fields for additional data capture.
To add:
Go to the Fields tab
Click Add Field
Click on the new field to open the slideout
In the slideout:
Add label text (customer-facing)
Select field type
Configure options
Click Save
Using Custom Fields for Segmentation
Custom fields appear in Audience Builder under Brand Traits.
Example segmentation:
Custom brand trait → {{Field Label}} → contains → {{Option Name}}
Signup Forms for Events & Engagement
Each Signup Form has a unique URL.
Any customer completing that form will have it tied to their Persona profile.
Use cases:
Track event attendance
Track campaign engagement
Assign specific custom traits
Signup Forms FAQ
Why does my Signup URL audience show fewer customers than total form submissions?
This usually happens because some customers submit the signup form more than once. AIQ does not prevent duplicate submissions on the signup form itself, so the same person can submit multiple times. However, when those submissions sync into AIQ, they may merge into an existing customer profile if matching information (such as phone or email) is detected.
As a result, you might see a higher number of form submissions than unique customers in your audience.
How do I Share Sign-up Forms?
We offer many different ways to share and distribute your signup forms - Sharing Signup Forms.
How many fields should my signup form have?
We recommend 3–4 fields maximum to optimize conversion.
What fields should I include?
To market to customers, include or require:
Phone Number
Email
Terms field (for consent)
Can I use the same form as both embed and popup?
Yes. Use the appropriate code snippets from the sharing slideout.
Can Collectible Code redemptions happen on signup forms?
Yes. Add the preconfigured field: Collectible Code Redemption.
Can I translate fields into Spanish or another language?
Yes. Edit each field’s label text in the Fields tab.
Why am I getting an error enabling SMS Automatic Opt-in?
Ensure the Customer Signature field is added and marked Required.
Will existing loyalty members see the popup?
Legacy members may see the popup.
If display settings prevent repeat views after submission, they will not see it again.
Where should I place my popup signup form?
Examples:
Homepage (time-delayed)
“Join our loyalty and get 10% off your first order!”
Blog pages (scroll-triggered)
“Love what you're reading? Sign up for more!”
Exit intent
“Wait! Don’t miss out on exclusive deals and updates.”
Product pages
“Get 10% off your first order — sign up now!”
Can I create audiences based on custom field answers?
Yes. They appear in Brand Traits within Audience Builder.
Can I add an age gate?
Yes, in your signup form settings:
Add Birthday field
Toggle Required to ON
Click into the row to edit the field settings
Toggle ON "Enforce minimum age"
Set minimum age (21 is the default, but you can adjust as needed)
Save
If a customer enters a date of birth that is younger than the minimum age you’ve set, they’ll see an error message and will not be able to submit the form.
How long does it take for signups to process?
Signup submissions process in real time.
Can I assign a default favorite store per form?
Yes. In Extras > Advanced, use the Default Form dropdown.
How can I reward customers with points for signing up? How to give a signup points bonus / boost?
To boost user engagement, AIQ allows you to reward customers with points for signing up through the form. Here’s how to configure this feature:
Navigate to Customers > Signup Forms and create new or open existing and toggle to active.
Copy the Signup Form ID or URL: Located in the Signup Form table, or from sharing settings. See Sharing Signup Forms.
Create an Audience for Signup Actions: Once the form is active, create an audience based on the action of signing up via the form:
All customer where Signup URL > contains > paste your signup form ID or URL
In Advanced Settings, toggle ON Modify points for contacts in this audience. Select Boost Points and enter a value in the Boost Amount. Save the audience.
Modifying points requires a Loyalty Pro Plan, this is not available on the starter plans.
Now any signup form submits from that form that you tied to your audience will get the points boost!
Can I customize the sort order of Favorite Store dropdown?
Yes. See Retail Stores Settings.
Need Help?
If you need assistance creating or optimizing your Signup Forms, reach out to AIQ Support via the chat widget in your AIQ Dashboard.