<h2>Why signup fields matter</h2><p>Signup fields affect the customer experience and the quality of your customer list. Ask for enough information to run the program, but do not make the form harder than it needs to be.</p><h3>Steps</h3><ol><li>Open <strong>Cards Manager</strong>.</li><li>Select the card template.</li><li>Open <strong>Signup Form</strong>.</li><li>Add, remove, or reorder fields.</li><li>Mark required fields only when necessary.</li><li>Save the card.</li><li>Test the join link.</li></ol><h3>Good defaults</h3><p>Most businesses should collect:</p><ul><li>First name</li><li>Email</li><li>Phone number</li></ul><p>Add extra fields only when they are useful for service, segmentation, or compliance.</p><h3>Required vs optional</h3><table><thead><tr><th>Field type</th><th>Use when</th></tr></thead><tbody><tr><td>Required</td><td>The business cannot run the program without it.</td></tr><tr><td>Optional</td><td>It is helpful, but the customer should still be able to join without it.</td></tr></tbody></table><h3>Best practice</h3><p>Keep the signup form short. Every extra required field can reduce completion, especially when customers are joining in store.</p><h3>After changing fields</h3><p>Test the join link on mobile. Make sure the form is easy to complete and the wallet install flow still feels smooth.</p>

Choose the fields customers complete when they join a card.

Edit signup form fields

Feedback

Roadmap

Changelog

Carrott Support

Create, design, configure, and manage loyalty card templates.

Card Templates

A card template controls the loyalty mechanics, signup form, design, and wallet pass customers receive.

Create a card template

Edit card design to match your brand and keep the wallet pass easy to read.

Edit card design

Choose the card type based on how customers earn value and how staff will manage it.

Choose the right card type

Use advanced settings for expiration, earning limits, scanner requirements, and terms.

Card advanced settings

Stamp cards reward customers after they collect a set number of stamps.

Stamp cards

Points cards let customers earn points and redeem rewards over time.

Points cards

Coupon cards give customers a specific offer or discount they can redeem from their wallet.

Coupon cards

Membership cards manage tiers, access, benefits, and paid or invite-only customer memberships.

Membership cards

Apple Wallet and Google Wallet previews, display fields, publishing, and install help.

Wallet Passes

Publish a card when saved changes should appear on customer wallet passes.

Publish changes to a card

Display fields control the information customers see on their Apple Wallet or Google Wallet pass.

Edit wallet display fields

Use the card preview to check how the pass will look before customers install it.

Use the card preview

Use these checks when a customer cannot add a pass to Apple Wallet or Google Wallet.

Troubleshoot Wallet installs

Send wallet messages and run timed offers.

Broadcasts and Campaigns

Send a broadcast to notify customers who have a wallet pass for a selected card.

Send a broadcast

Create a campaign to run a time-limited promotion on an existing card.

Create a campaign

Add, import, export, and manage customer records.

Customers

Use the Customers area to manage people who have joined or should be added manually.

Add or edit a customer

Import customers from a CSV when you want to add or update many records at once.

Import customers

Export customers when you need a CSV for reporting, backup, or another system.

Export customers

Add and manage business locations shown to customers.

Locations

Add locations so staff and customers can work with the correct business sites.

Add locations

Share signup links and manage customer signup forms.

Join Links

Use the join link to let customers sign up and add a card to Apple Wallet or Google Wallet.

Share a join link

Scan wallet cards and apply rewards in-store.

Scanner

Use the mobile Scanner app to find a customer's card and apply rewards, visits, points, or redemptions.

Use the Scanner

Install the mobile Scanner app so staff can scan wallet passes from a phone or tablet.

Download the Scanner app

Team and Permissions

Invite staff so they can help manage cards, customers, locations, or scanning.

Invite team members

Manage subaccount billing, memberships, and payment setup.

Billing and Plans

Use membership subscriptions to manage customers who pay for access through a membership card.

Manage membership subscriptions

Manage your Carrott plan, billing details, and plan limits from the billing area.

Manage billing and plans

Set up payment configuration before selling paid membership tiers.

Set up payment config

Manage locations, API tokens, and business settings.

Settings

Create API tokens when another system needs access to your subaccount data.

Create API tokens

Agency setup, subaccounts, franchises, white label, and agency-level billing.

Agency

Quick Start Guide for Agencies

Setting Up White Label Branding

Use Carrott to create wallet-based loyalty programs for your businesses.

Getting started with Carrott

Create a subaccount for each business you manage in Carrott.

Create a subaccount

Use franchises to share card templates across multiple subaccounts while keeping each business workspace separate.

Use franchises

Use white label branding to make agency-managed experiences feel like your own brand.

Field type	Use when
Required	The business cannot run the program without it.
Optional	It is helpful, but the customer should still be able to join without it.