Customer checkin via email & authentication

Pre-registration

The pre-registration function in the form is a behavior that add a step at the beginning of the process to check from an email if the user exists before filling the full form.

How to add the pre-registration behavior?

Checkin Security mode

Identification via email

Customers are identified by their email. If the email is already in the database of your CRM system, the service will notify the client that he already has a card and will offer to install it.

In case if it is a new client, once the email is entered he will be offered to fill in the form further (name, date of birth, gender, and Email). The client will install his card and you will receive the details that he filled in the form as a new client card in your CRM system.

Additionally, you can activate the email verification. The service is provided by Sendgrid service.

Please find below the 4 options:

• noIdentification (create duplicates)
  • even if the email already exists in the database, neostore will create a duplicate profile with the same email.
• none (low security)
  • if their is match on the email address during the registration, the customer can access to his profile automaticaly to update it or download his digital card on his mobile
• partial (to avoid identity theft)
  • if their is match on the email address during the registration, the customer will receive an email with a link
• full (strong authentication)
  • even if the customer creates a new account with a new email, we will send a verification link to make sure that the email is valid and to verify the customer identity