VERY IMPORTANT: If operating a stored value program where gift card and/or reward transactions are processed through a terminal, you'll be following BOTH Step 1 (Signup) and Step 2 (Login).  Do NOT combine the signup page (Step 1) and account login (Step 2) tags on the same page of your site. This means plan on setting up Step (1) Create New Patron Registration Page (Signup) on a completely different webpage from Step 2: Create Patron Account Login Portal (Login).

WARNING: If you stack Step 1 (Signup) page on top of or underneath the Step 2 (Login) page your page will be unusable on some devices and give website visitors problems when interacting with these pages on your site.

The fields displayed on the signup form (Name, Email, Mobile, Birthday, subscriber list interests, etc.) are controlled inside the back office from SETTINGS > Registration Settings by a user with Administrator security clearance.  If operating a stored value program where gift cards and/or reward transactions are processed through a terminal, be sure to set the Collect Card ID field to either "REQUIRED" OR "Optional" (for supporting card-less registration).  Card-less registration allows patrons to signup without a physical card ID# and be identified by their mobile number at the terminal. If operating a Loyalty Kiosk and/or WiFi Plus program (no stored value) then set Collect Card ID to "Hidden" in SETTINGS > Registration Settings.

This page hosts the account registration form where patrons go to register and activate their Loyalty/Rewards/VIP program account. This page is typically linked from an Activate Card (for merchants running card program) or Activate Rewards (for merchants offering card-less programs) link in your navigation or on a special landing page for your gift/rewards card program. You can name this button/link (see example below) anything you want as its personal preference.

Include this code to display the registration form in the content area of the new page:

VERY IMPORTANT: You must replace the value of the M parameter (m=9999) with your actual merchant ID# (see inset box above).
This is used to:

1. Restrict patron access to only your business.
2. Obey your account's Registration Settings in the back office.

VERY IMPORTANT: You must replace the value of the M parameter (m=9999) with your actual merchant ID# (see inset box above).
This is used to:

1. Restrict patron access to only your business.

Once included, the <iframe> portion of the page should like this:

NOTE: We include a "Get Help" link for patrons who experience difficulty signing into their Loyalty/Rewards/VIP program. This link opens a trouble ticket form that is received and resolved by our Customer Care specialists on your behalf to help your customers login successfully.

Example link/button names:

• Member Login
• Check Balances
• Account Login
• Rewards Login
• Check Balances
• Customer Login
• Login to Account

Examples Patron Registration Pages

Click any of the links below to see how other merchants' integrations of the Account Login page:

• Red Mango Puerto Rico
• Ernie's on Lake Gull
• Tawas Bay Beach Restort
• Mazza's Restaurant

After this step is complete, patron's will have the ability to login to their account over your website. Patrons will be able to perform the following functions:

• Check currently available Gift, Rewards and/or Comp stored value balances
• Update their profile online (i.e., change their email address or privacy settings)
• Review history of transactions (sales, loads, redemptions) processed through the Virtual or POS terminal.
• Update their credit card on file for recurring membership transactions (requires Membership Auto Pay module)

In this step, your webmaster will create a landing page off your web domain where the patron is taken directly after clicking the ACTIVATE button sent to their email as a double opt in procedure after submitting the registration form as configured in Step 1 (Signup). By creating an account activated confirmation page we are able to route the patron back to your website. If you don't provide us with this new page link patrons will be routed to a generic landing page confirmation screen instead of routing the patron back to your website.

Please create a new page that flows off the branding of the existing website that lets patrons know their loyalty/VIP/rewards (whatever you are calling your program) account is activated.

For merchants running a stored value program where balances are accumulated and redeemed through a terminal, this confirmation page should contain a link to the account login page configured in Step 2 (Login) above.

Final Integration Configuration

When you have defined the location of the Account Activated confirmation page you have two options.  A user with Administrator access clearance can add this page directly to the back office by following these easy steps:

• Click SETTINGS > Business Profile
• Scroll to the field, ‘Website Private Labeling Account Activation URL’ and add landing page URL.
• Click Save to submit changes.

Alternatively, you can email the complete landing page URL to support@loyalpatron.com and our Tech Support department will add it for you and confirm back when complete.  Then Step 1 (Signup) will be ready for final testing.

Step 5: Test New Patron Pages (Test)

• If Collect Card ID = "Optional" in SETTINGS > Registration Settings select the "Use Mobile Phone Number" option to create a card-less registration profile.
• If Collect Card ID = "Required" in SETTINGS > Registration Settings, please contact support@loyalpatron.com and request a valid card ID# you can test with.

After submitting the signup form, check your inbox for a double opt in verification email with an Activate button.  Click or tap the Activate Button and verify you are taken directly to the Account Activated Confirmation page created during Step 3 (Confirmation).

If operating a stored value program, you should now be able to click on the new page link from Step 2 (Login) and test logging into your account as a real customer would do to check balances, update their profile or check transaction history.  Please check the layout and click through the various tabs to verify site visitors will receive a smooth user experience when signed in as a patron.

NOTE: You can delete all testing and real profiles associated with your mobile number in the system by texting the word "wipe" to either 55678 (in the USA) or 70734 (in Canada). This action cannot be undone but is useful for removing test profiles.