Loymax, 2026

01 - Registration by call

When there is a call to the Call Center (CC), the caller’s number is determined.

1. If the Member with this number is not found in the system, the registration window automatically opens. In this case, the CC Agent sees one of the window options (depending on the system settings), and it will be offered to register the caller:

   

2. If the LP Member with such a number is already registered, then his card opens in the Marketing Management Platform (MMP).

Depending on the system configuration settings, the registration of a new LP Member can be done by physical bonus card number or by phone number. In both cases, a virtual card may also be issued during the registration process. 

Registration by physical card number

To register LP Member only if there is a physical card it is to configure initial system parameters correctly.

1. Search and link a physical card, issue a virtual card
Search physical card

If registration is performed by physical card number, by clicking Register a field for entering the card number appears. Enter the number in this field and click Search.

If the card is found and it is not linked to another customer, a block containing information on this card appears on the form, in this case the Call Center (CC) Agent is able to continue registering the customer.

If a card is found but is linked to another customer, a message about this appears on the screen, and the CC Agent is not able to continue registering this customer with this card. In this case, the CC Agent may once again check the card number with the customer in order to identify an error in the entered number or ask for another card.

  • There are times when a customer has forgotten that he has already registered in the Loyalty Program with this card, but with a different phone number. In this case, the Agent can search for the customer by card number and other customer data. To make sure that the card found belongs to the calling customer, the CC Agent, based on the purchase history with the card, may ask about the place of the last purchase using this card.
  • If a customer has already been registered in the Loyalty Program, the CC Agent may change the phone number of this customer to the current one.
Virtual card issue

At the step of linking a physical card, it is also possible to issue a virtual card with the appropriate configuration settings.

The CC Agent asks the customer a question about the need to issue a virtual card and, if the answer is yes, sets the Issue virtual card flag. In addition to the physical, a virtual card will also be linked to the profile of the new LP Member.

To continue registration, click Next.

2. Phone number confirmation

In the next step, the system offers to link the phone number from which the incoming call was made to the account of a new LP Member.

To confirm the phone number, it is need to find out from the customer the verification code sent to the specified number, enter it in a special field and click Next. It is also possible to see the verification code in the MMP section Mailing history - SMS messages.

To register a customer without confirming the phone number, the CC Agent needs to add the appropriate right. Read more in the Call Center Settings in MMP article.

 

3. Email linking

Further, if the configuration of the required linking of an email address when registering a customer is included in the system configuration, a window appears with a field for entering email. The Agent enters the email address of the customer and clicks Next.

 

4. Confirmation of consent to the personal data processing and formal offer

The CC Agent clicks Next and invites the customer to accept the formal offer and the personal data processing. The customer can get acquainted with these documents on the website of the Loyalty Program and at the information desks in points of sale.

If the customer consents, the CC Agent clicks Next.

Continuation of customer registration in the Loyalty Program is possible only if the customer consents to the formal offer and the personal data processing. If the customer does not agree with the formal offer and/or with the personal data processing, registration in the Loyalty Program must be interrupted.

 

5. Setting a password from Personal Account

To set a password from the Personal Account, click Next again. In this case, a welcome SMS is sent to the indicated phone number with confirmation of activation and password. The received password can subsequently be changed by the LP Member in the Personal Account.

6. Filling in the Application form

To complete the registration, it is to fill in the required fields of Personal info and click Save. The list of required fields may vary depending on the configuration of the application form.

 

7. Registration completion

If all the required fields of the application form are filled in, a message appears stating that the registration is completed.

After registration is completed, the customer becomes an LP Member. The card of the LP Member goes into the status Activated, information on the new LP Member and the card becomes available for viewing and management.

Registration by phone number

1. Phone number linking

If the step of linking a physical card is disabled in the system configurations, clicking the Register button a message appears stating that the phone from which the call was received will be linked to the new LP Member. The CC Agent clicks Next.

It is also possible to skip the step of entering the physical card number by clicking the Continue registration by phone number without a card button. This feature also appears with certain configuration settings. For more information on configuring card issues, see the related article.

When continuing registration by phone without a card, the CC Agent also sees a message about linking the phone number from which the call was received to the new LP Member (see screenshot above).

2. Phone number confirmation

To confirm the phone number, it is need to find out from the customer the verification code sent to the specified number, enter it in a special field and click Next. It is also possible to see the verification code in the MMP section Mailing history - SMS messages.

To register a customer without confirming the phone number, the CC Agent needs to add the appropriate right. Read more in the Call Center Settings in MMP article

3. Virtual card issue

With the appropriate settings for the system configurations, then a step appears with the possibility of issuing a virtual card.

The CC Agent asks the customer a question about the need to issue a virtual card and, if the answer is yes, sets the Issue virtual card flag.

To continue registration, click Next.

4. Email linking

Further, if the configuration of the required linking of an email address when registering a customer is included in the system configuration, a window appears with a field for entering email. The Agent enters the email address of the customer and clicks Next.

5. Confirmation of consent to the personal data processing and formal offer

The CC Agent clicks Next and invites the customer to accept the formal offer and the personal data processing. The customer can get acquainted with these documents on the website of the Loyalty Program and at the information desks in points of sale.

 If the customer consents, the CC Agent clicks Next.

Continuation of customer registration in the Loyalty Program is possible only if the customer consents to the formal offer and the personal data processing. If the customer does not agree with the formal offer and/or with the personal data processing, registration in the Loyalty Program must be interrupted.

6. Setting a password from Personal Account

To set a password from the Personal Account, click Next again. In this case, a welcome SMS is sent to the indicated phone number with confirmation of activation and password. The received password can subsequently be changed by the LP Member in the Personal Account.

7. Filling in the application form

To complete the registration, it is to fill in the required application form details and click Save. The list of required fields may vary depending on the configuration of the application form.

 

8. Registration completion

If all the required fields of the application form are filled in, a message appears stating that the registration is completed.

After registration is completed, the customer becomes an LP Member. Information on the new LP Member becomes available for viewing and management.

Notes:

  • When activating the card, the CC Agent asks the customer questions from the LP Member's Application form. The list of required fields may vary, depending on the configuration of the Application form.
  • If the customer refuses to provide the required application form details, the card will not be activated.
  • If the LP Member does not have a phone number, it must be warned that upon activation of the card to a fixed phone number, further authorization in the Personal Account will be impossible. Also, the LP Member will not receive SMS-messages about offers, information about the change in balance, etc.
  • Only one card can be activated per number.
  • If upon activation there is a balance on the card, then for additional control the CC Agent can clarify at what address the first purchase was made.


     

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Created 2024/06/05 09:56
Last edited 2024/06/26 06:00

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