Enrollment

The Enrollment page can be a standalone form or a part of the Member Portal account creation.

Enrollment can occur at POS or through Member Portal. Before a new card is assigned to a customer, Clutch checks all email addresses and phone numbers to prevent duplicates in the program.

When setting up, you can apply a Global Theme, which will eliminate several of the steps below. If you do not apply the global theme, look below to see what you can manually alter for your brand.

  1. Logo – Should be at most 200 pixels high
  2. Background Color
  3. Progress/Accent Bar Color
  4. Custom Message – create a personalized message encouraging customers to enroll
  5. Edit Terms and Conditions
  6. Displayed and Required Fields – you can choose what is required and what is displayed
  7. Must be above age 13 – Children’s Online Privacy Protection Rule
  8. Button Font Color and Button Color

A few other features that a brand can decide on:

  • Show or disable reCaptcha check
  • Skip the Welcome Email for new members
  • Create a success message that is displayed after a successful enrollment
  • Create a profile incentive message that allows the brand to configure a message to customers to encourage them to complete advanced questions

All of these options are available when you set up the enrollment page.

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Updated on August 19, 2020

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