The enrollment requirements must be met in order for a customer to be officially enrolled in your loyalty program. When designing your customer model, you have the option to mark certain demographic fields “required” for enrollment. If these fields are completed by a customer or sales clerk, the customer will be officially enrolled in your loyalty program – the customer will be marked enrolled in our database and their enrollment date will be set.
If you are using Virtual Terminal, the enrolled flag is set when a new card is activated and the enrollment requirements have been met.
If you are using the Clutch Member Portal, the enrolled flag is set when a customer signs up. The enrollment requirements will be required in the sign up form.
If you have an integration with Clutch, the enrolled flag may be set to true at any time depending on the design of your integration. It is recommended to follow the same enrollment requirements.
