Choose which details customers provide when they join.
What's The Default?
By default TapMango captures:
| Field | Default |
|---|---|
| First Name | Required |
| Phone Number | Optional |
| Required | |
| Day and Month of Birth | Optional |
Why is it like this?
Email is required by default because it can be used on customer.tapmango.com with a keytag to view points online without creating an online account.
Change sign-up fields
On portal.tapmango.com, select Account > Settings. The page is titled Advanced Settings.
Settings is available to a Merchant Admin.
Open Customer Registration.
Check or uncheck the options, then save.
Customer's Name
| Setting | When checked |
|---|---|
| Requires Full Name? | Customers must enter two words for their name. |
| Hide Name? | Customers are not asked to enter a name. |
| Name Optional | Name is not required. |
Customer's Phone
| Setting | When checked |
|---|---|
| Phone Mandatory? | Phone number is required. |
| Capture Phone First? | When the customer signs up with a keytag, phone number is asked before name. |
| No Phone Mask | When the customer signs up with a keytag, phone number is not asked. |
Customer's Email
| Setting | When checked |
|---|---|
| Hide Email? | Customers are not asked to enter an email. |
| Email Optional | Email is no longer required. |
Customer's Date of Birth
| Setting | When checked |
|---|---|
| Requires Date of Birth | Date of birth is required. |
| Hide Date of Birth? | Customers are not asked to enter a date of birth. |
| Capture Birth Year? | Year of birth is asked in addition to month and day. |
Online profile completion
Open Online Profile Completion on the same tab.
Check Override 'Captured Fields - General' Settings only when the online complete-profile prompt should ask for different details than sign-up. Those options, including a second Email Optional, appear after you check it.
Custom questions
TapMango can add up to 5 custom questions to sign-up. Contact Support to add them. Each question is one of:
| Question type |
|---|
| Open Text Box |
| Checkbox |
| Date |
| Select List |
Reload the tablet
Changes made during the day need a tablet reload before they show on the tablet. A reload normally happens once per day.
Customer side
Triple tap the tablet screen quickly 3 times, and select Reload at the top.
Cashier / admin side
Select Other, then System Menu, and select Reload at the top.
If you have any questions, talk to us and we'll be happy to help.
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