How Does SMS Signup Work?

SMS Signup allows customers to join your Birthday Club quickly by sending a text message — perfect for walk-ins, restaurants, cafés, salons, and other busy brick-and-mortar locations. It’s fast, convenient, and works on every mobile device.

Once set up, SMS Signup automatically captures both phone number and email, increasing engagement and reward redemption rates.

By placing custom QR codes and Smart SMS Links on posters, flyers, menus, receipts, table tents, websites, social media, and more, you can sign up customers from both in-person and online channels.

The signup flow is a fully compliant, 8-step process. While the description sounds long, customers typically complete it in less than 1 minute.

1. Customer Scans Your QR Code or Texts Your Keyword

To join your Birthday Club, customers can:

  • Scan your SMS Signup QR code, or
  • Manually text your keyword (e.g., JOIN) to your dedicated phone number
  • Tap on the Smart SMS Link in your social media postings or your website

This opens their SMS app with your keyword pre-filled. They tap Send to begin.

After sending the initial SMS, the customer immediately receives a message from your business containing a personalized link to complete their signup.

This link opens a secure signup form.

3. Customer Completes the Signup Form

The signup form has three quick steps:

Step 1 — Enter email + birthday

Customers provide their email address and birth month/day so you can send rewards.

Step 2 — Confirm email & accept terms

On the next screen, they confirm their email and agree to your Terms & Conditions and Privacy Policy.

This step also sends them a welcome email.

Step 3 — Add profile details

Customers optionally add their:

  • Name
  • Age group
  • Gender

This helps personalize future reward emails and get to know the customer.

4. Customer Verifies Their Email

A verification email is sent automatically.

When the customer clicks the Verify Email button, their account becomes fully active.

Birthday Club does not send rewards to unverified emails.

5. Customer Receives Their Signup Reward

Once the email is verified, the customer immediately receives their signup reward (if your business offers one).

From this point on, they will receive:

  • Birthday rewards
  • Anniversary rewards
  • Monthly rewards (if enabled)
  • Visit-based rewards (Loyalty+)
  • Expiration reminders (via SMS if Smart SMS is enabled)

6. Why SMS Signup Works So Well

SMS Signup is one of the most effective ways to grow your customer list because:

  • It captures both phone number and email
  • Works instantly for walk-ins, walk-bys, and online visitors
  • Is mobile-friendly
  • Offers very high conversion and open rates
  • Supports multiple QR codes to track locations, staff members, and campaigns

Customers who signed up via SMS receive reward expiration reminders to bring them back more often.

7. Built-In Robustness

Smart SMS includes mechanism to make the signup robust, e.g.:

  • Email typo correction, e.g., auto-fixing “@gmail.con” → “@gmail.com”
  • Automatic reminder SMS if the customer does not tap the signup link or verify the email
  • Helpful SMS replies, allowing customers to check which email they used

For details see the article about SMS signup reminders.

This improves conversion rates and ensures more customers complete the signup process.

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