How to Configure Enrollment Questions

Enrollment Questions allow merchants to collect additional customer information before customers join the Loyalty Program. Merchants can use built-in questions or create custom questions based on their business needs.

Customer responses are stored and can be viewed from Customers → Actions (View Details).

Open the Settings Page

1. Log in to the Merchant Dashboard.
2. Go to Settings.
3. Scroll to the Enrollment Questions section.

Enable Enrollment Questions

Turn on the toggle: Ask questions when customers join

Click Save Settings to save your changes.

Once enabled, customers will be required to answer the configured questions before joining the Loyalty Program.

Configure Built-in Questions

Merchants can manage built-in questions such as:

• Birthday
• Gender
• Country
• How did you hear about us?

For each question, merchants can:

• Edit the Question Label.
• Show or hide the question using Show this question.
• Make the question mandatory using Required to join.

After making changes, click Save Settings.

Add a Custom Question

Click Add custom question.

Then:

• Enter the Question Label.
• Select the question type (Answer Type).
• Add answer options for Dropdown questions.
• Choose whether to display the question (Show this question).
• Choose whether the question is required (Required to join).

Click Save Settings.

Configure Dropdown Options

For Dropdown questions:

• Add answer choices.
• Enter one option per line.
• Save your changes.

Reorder Questions

Merchants can change the display order by:

• Dragging and dropping the questions.
• Using the Move Up button.
• Using the Move Down button.

Customers will see the questions in the same order during enrollment. 

Click Save Settings.

View Customer Responses

Go to Customers.

Select the desired customer.

Click Actions > View Details.

The customer's Enrollment Question responses will be displayed in the customer details.

Notes

• Enrollment Questions are displayed only when customers join the Loyalty Program.
• Configuration changes take effect only after clicking Save Settings.
• Customer responses can be used for segmentation and other business purposes.