Opt-in Forms are part of the TableCheck EDM feature, allowing you to create customizable web pages where diners can opt in to receive marketing communications. These forms can be accessed via a QR code and/or a URL.
The QR code or URL can be displayed at various locations throughout your property or venue, enabling guests to easily access the form, add themselves to your customer database, and subscribe to receive promotions and offers.
Below are the step-by-step guidelines for creating an Opt-in form:
On TableCheck Settings, go to Engagement > EDM Marketing > Opt-in forms and click New opt-in form.
There are 3 tabs - Basic, Content & Links.
a. Basic
Enter the fields as shown below:
Name: A name for your form
Venue theme: The field will always be disabled since the default theme for your Opt-in form is always the brand theme which is hard-coded.
Promo code: An optional field where you can select a promo code that you venue/ property is using.
Email input: Required by default, can be made optional/ hidden but strongly recommended to keep it as a mandatory field.
Phone input: Hide by default, can make it optional/ required.
Birthday input: Optional by default, can hide it or make it required.
Birthday year input: Optional by default, can hide it or make it required.
Marketing Prompt: Default is Hide (Always On), can be changed to Show (Default On) or Show (Default Off). When Show is selected, a field for entering Marketing Opt-in Text appears in the form.
b. Content
Most of the fields under Content have default text, which you can leave as-is or customize as per your preferences.
Content - The text just under the Title, can be a short description of what the form does.
Fine print - The lighter text that appears right above the CTA button.
CTA button label - Text appearing on the CTA button.
Success message - The message displayed after the user clicks the CTA button.
Success CTA button label - Optional CTA button that can be displayed on the Success page.
Success CTA button URL - The URL for the above Success CTA Button.
Click Save at the top of the page when done.
A URL as well as QR code are generated for the created EDM Opt-in Form.
c. Links
If you want to create multiple links/ QR codes for opt-in via different channels, you can do so by adding them under Links.
Click Add link and enter the details as desired.
Clicking the URL will show the below (default) example page.