Loymax, 2026

02 - Registration without call

To register customers in the Loyalty Program without a call, Loymax Platform user must have the right The user has the right to register the LP Participants in the Call Center without a call.

The capabilities of the Call Center allow for the registration of new customers without receiving a call. For example, this can be done based on data from an application form filled out by a customer at a point of sale.

To do this, in the main window of the Call Center section, click the Register without a call button. In the window that appears, enter the phone number of the customer being registered.

Depending on the system configuration settings 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
Registration by phone number

Registration by physical card number

	1. Searching and linking physical card. Issuing a virtual card Physical card searching If registration is performed by physical card number then clicking Register summons a field for entering the card number. Enter the number in this field and click Search.
	If the card is found not linked to another LP Member, a window containing information on this card appears on the form. In this case the Call Center agent is able to continue registration of the customer.
	If the card is found linked to another LP Member, a message appears on the screen. The Call Center agent is not able to continue registration of this customer with this card. In this case the Call Center agent may once again check the card number with the customer in order to verify the correctness of the entered number or ask for another card. Sometimes customers forget they have already registered in the Loyalty Program with this card using a different phone number. In this case the agent can search for the customer by card number and other customer information. To make sure that the found card belongs to the calling customer, the Call Center agent can ask the customer about the place of the last purchase using this card and compare the answer to the purchase history of the found card. If the customer has already been registered in the Loyalty Program, the Call Center agent can change the customer's phone number to the relevant one.
	Virtual card issuing At the step of linking a physical card it is possible to issue a virtual card with the correct system configuration settings settings. The Call Center agent should ask the customer whether they need a virtual card. if the answer is yes, the agent needs to check 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. Click Next to continue registration.
	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 profile of the new LP Member. To confirm the phone number, the customer needs to provide the verification code sent to the specified number, enter it in a special field, and click Next. The verification code can also be found in Loymax Platform section under Mailing History - SMS messages. To register a customer without confirming the phone number, the Call Center agent needs the appropriate permission. Read more in the Call Center Settings in Loymax Platform article.
	3. Email linking Additionally, if the configuration of requiring an email address when registering a customer is enabled in the System configuration, a window appears with a field for entering the email. The agent enters the customer's email address and clicks Next.
	4. Filling in the application form To complete the registration, fill in the required fields under Personal Info and click Save. The list of required fields may vary depending on the configuration of the application form.
	5. Registration complete If all the required fields of the application form are filled in, a message will appear indicating that the registration is complete. Once registration is complete, the customer becomes an LP Member. The LP Member's card will be set to Activated status, and information about the new LP Member and the card will be 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 configuration settings, clicking the Register button will display a message stating that the phone number from which the call was received will be linked to the new LP Member. The Call Center agent then clicks Next.
	It is also possible to skip the step of entering the physical card number by clicking the Continue registration by phone without a card button. This option appears depending on certain configuration settings. When continuing registration by phone without a card, the Call Center agent will also see a message about linking the phone number from which the call was received to the new LP Member (as in the screenshot above).
	2. Phone number confirmation To confirm the phone number, the customer needs to provide the verification code sent to the specified number, enter it in a special field, and click Next. The verification code can also be found in Loymax Platform section under Mailing History - SMS messages. To register a customer without confirming the phone number, the Call Center agent needs the appropriate permission. Read more in the Call Center Settings in Loymax Platform article.
	3. Virtual card issuing At the step of linking a physical card it is possible to issue a virtual card with the correct system configuration settings settings. The Call Center agent should ask the customer whether they need a virtual card. if the answer is yes, the agent needs to check 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. Click Next to continue registration.
	4. Email linking Additionally, if the configuration of requiring an email address when registering a customer is enabled in the System configuration, a window will appear with a field for entering the email. The Call Center agent enters the customer's email address and clicks Next.
	5. Filling in the application form To complete the registration, fill in the required fields under Personal Info and click Save. The list of required fields may vary depending on the configuration of the application form.
	6. Registration completion If all the required fields of the application form are filled in, a message will appear indicating that the registration is complete. Once registration is complete, the customer becomes an LP Member. The LP Member's card will be set to Activated status, and information about the new LP Member and the card will be available for viewing and management.