Guest Ordering → Loyalty Card Association with iOrder Account

Created 15 April 2025 • Updated 27 June 2025

Associating a loyalty card

There are multiple journeys a user can go through to create an iOrder Account and associate it with a Loyalty card, in White Label Ordering.

These journeys can be achieved by multiple combinations in the iOrder platform configuration that will be detailed in this topic.

Associating a Loyalty card

On this page the following terms will be used:

  • During Sign Up: Refers to a guest that has not created an iOrder Account and is signing up to it for the first time. At this stage, the guest may or may not already have a Loyalty Card

  • Post Sign Up: Refers to a guest that already has an iOrder Account and is logged into their account in White Label Ordering. The guest may or may not have a Loyalty Card. And if they have one, it has not been associated to their iOrder Account

  • Automatic Sign Up to Loyalty : Refers to when a guest or staff member is provided a Loyalty Card at the same time as they create their iOrder Account, without the need of any additional action

  • Default Loyalty Program: When there are multiple Loyalty programs against the same Company, one program must be selected for automatic sign up to Loyalty. This program is referred as the “Default Loyalty program”. It is set in the Loyalty platform.

Customers can choose if they want to allow “post sign up association” (meaning a guest that already has an iOrder account can associate a Loyalty card). The journeys below assume "post sign up association" is allowed.

Journeys

Journey 1

Guest has the option to associate a “Loyalty Card ”, if no card is associated guest is “automatically signed up to Loyalty”

During sign up:

In this journey, during a user iOrder Account sign up, they are given the option to associate a Loyalty Card they have previously acquire.

Two options will display in the "Prompt for association screen":

  • No, I don't have a Loyalty card - if selected, they are provided with a new Loyalty Card automatically (if the customers has multiple programs, the guest will receive the card from the configured default Loyalty program)

  • Yes, I have a Loyalty Card - if selected they are presented the verification screen to associate their card

For more information click here to view iOrder Elements overview
Example

  • Guest → Complete sign up form → Select they don’t have a card → Is enrolled in the “Default guest program” in Loyalty and card is associated to iOrder Account

  • VIP Guest → Complete sign up form → Select they have a card → Verify their card details → Loyalty card with “VIP Guest program” is associated to iOrder Account

  • Staff member → Complete sign up form → Select they have a card → Verify their card details → Loyalty card with “Staff member program” is associated to iOrder Account

Post sign up:

For users that already have an iOrder account, the "Prompt for association screen" and "Verification screen" can be accessed not as part of the sign up flow.

To do so they must go to “My Loyalty Card screen”, area accessible by the rear menu of the White Label App, or the guest menu in Web Ordering.

Two options will display in the "My Loyalty Card screen":

  • No, I don't have a Loyalty card - if selected, they are provided with a new Loyalty Card automatically (if the customers has multiple programs, the guest will receive the card from the configured default Loyalty program)

  • Yes, I have a Loyalty Card - if selected they are presented the verification screen to associate their card

For more information click here to view iOrder Elements overview
Recommend Use

  • Customers with multiple Loyalty programs (i.e., Guest standard and Staff discounts)

  • Customers with one open program (Guests standard) and one or more invite only (Guest VIP, Staff discounts)

  • Customers with a combination of existing and new Loyalty customers

  • Customers that have Loyalty established and are adding White Label Ordering integration

  • Customers that have White Label Ordering and Loyalty established and are adding an integration between them

Journey 2

Guest has the option to associate a “Loyalty Card ”, if no card is associated, guest is not linked to Loyalty automatically

During sign up:

In this journey, during a user iOrder Account sign up, they are given the option to associate a Loyalty Card they have previously acquire.

Two options will display in the "Prompt for association screen":

  • No, I don't have a Loyalty card - no card is provided to user (no configured default Loyalty program is required)

  • Yes, I have a Loyalty Card - if selected they are presented the verification screen to associate their card

For more information click here to view iOrder Elements overview
Example

  • Guest →Complete sign up form → Select they don’t have a card → Do not join Loyalty

  • VIP Guest → Complete sign up form → Select they have a card → Verify their card details → Loyalty card with “VIP Guest program” is associated to iOrder Account

  • Staff member → Complete sign up form → Select they have a card → Verify their card details → Loyalty card with “Staff member program” is associated to iOrder Account

Post sign up:

For users that already have an iOrder account, or, users that selected "No" during sign up but have a Loyalty Card now to associate, the "Verification screen" can be accessed not as part of the sign up flow.

To do so they must go to “My Loyalty Card screen”, area accessible by the rear menu of the White Label App, or the guest menu in Web Ordering.

The "My Loyalty Card screen" will display one option to "Link Loyalty card" that will direct the guest to the verification screen.

For more information click here to view iOrder Elements overview
Recommend Use

  • Customer with multiple Loyalty programs but all subject to invite only (i.e., VIP Guest and Staff discounts)

  • Customers that have their registration process to Loyalty completely independent from White Label Ordering (i.e. Chargeable programs with independent enrolment)

  • Customers with a combination of existing and new Loyalty customers

  • Customers that have Loyalty established and are adding White Label Ordering integration

  • Customers that have White Label Ordering and Loyalty established and are adding an integration

Journey 3

Guest is automatically signed up to Loyalty

During sign up:

In this journey, during a user iOrder Account sign up, they are given a Loyalty Card automatically. They are not given the option to link an existing card.

Example

  • Guest → Complete sign up form → Is enrolled in the “Default guest program” in Loyalty and card is associated to iOrder Account

Post sign up:

For users that already have an iOrder account, they will be given to option to link an existing loyalty card or request a new one.

To do so they must go to “My Loyalty Card screen”, area accessible by the rear menu of the White Label App, or the guest menu in Web Ordering.

Two options will display in the "My Loyalty Card screen":

  • No, I don't have a Loyalty card - if selected, they are provided with a new Loyalty Card automatically (if the customers has multiple programs, the guest will receive the card from the configured default Loyalty program)

  • Yes, I have a Loyalty Card - if selected they are presented the verification screen to associate their card

For more information click here to view iOrder Elements overview
Recommend Use

  • Customers with only one Loyalty program

  • Customers that do NOT have Loyalty already established and are initiating it together with White Label Ordering integration

  • This is NOT recommended for customers that have Loyalty established and are adding White Label Ordering integration or customers that have White Label Ordering and Loyalty established and are adding an integration; in these cases use Journeys 1 or 2

Journey 4

Only guests with an existing iOrder account can associate a Loyalty card

During sign up:

In this journey, a guest can only sign up to an iOrder Account when completing the sign up form. Loyalty linking is not offered.

Post sign up guests:

For users that already have an iOrder account, the "Verification screen" can be accessed from “My Loyalty Card screen”, area accessible by the rear menu of the White Label App, or the guest menu in Web Ordering.

The "My Loyalty Card screen" will display one option to "Link Loyalty card" that will direct the guest to the verification screen.

For more information click here to view iOrder Elements overview
Recommend Use

  • Although this option can be configured it is not recommended as the other journeys offer a better experience for users

Other Information

  • When using "Automatically Sign up new users to Loyalty" (journeys 1 & 3) customers must ensure that their iOrder "terms and conditions" are up to date and that include Loyalty information

  • When using "Automatically Sign up new users to Loyalty", if it is identified that the guest already has a card in the default program, that existing card will be linked to the guest's iOrder account (and not a new card)

  • Suspended cards cannot be associated to an account, and an error will be displayed if a guest tries to do so. If a guest wishes to retrieve their credit from a suspended card, the balance of that card must be transferred to a new card, the guest must unlink the current suspended card and link the new card manually

  • If using "Automatically Sign up new users to Loyalty" with physical cards, customers must ensure the sets of cards configured to "auto-enrolment" are not printed and distributed. This is to avoid a guest using a "printed card" and another guest "auto-enrolling" to the same number

Setup card association

To achieve each journey there are multiple areas and systems that need to be configured accordingly, the following topic describes the required setup for each involved product.

Loyalty

Loyalty must provide a set of valid cards within a program.

Note that only numeric cards are compatible with Guest Ordering

When using "Automatically Sign up" one Loyalty program must be configured as a Default program in Loyalty, as this will be the program for automatic enrolment. This can be achieved by:

  1. Click Companies in the top bar

  2. Find and select company

  3. Click Widget Configuration

  4. Click Enrolment tab - The default program is shown

  5. Click Edit to add or change the default

iOrder Database Configuration

When using "Prompt for association", the "Card verification screen" will display in White Label App, or expand from the Loyalty screen in Web Ordering.

The fields to display in these cases must be configured in the iOrder database. If this screen has never been used before by a customer, this set up must be request to Zonal (the database form linkLoyaltyAccount must be updated).

If this screen is not configured in the database the fields will not display, even if configured correctly in the iOrder platform.

The available fields that can be added into this screen are: Card number, email and PIN.

Customers must provide the number of digits the Card number field will support and if they want to validate the card by email or PIN.

iOrder Platform Configuration

Most of the configuration for the front-end experience must be configured in iOrder.

  Automatically Sign up new users to Loyalty? Prompt For Association Can Associate Loyalty Card Notes

Journey 1. Guest has the option to associate a “Loyalty Card”, if no card is associated guest is “automatically signed up to Loyalty”

 True True True

Must have a default Program set in Loyalty if supporting multiple programs

Journey 2. Guest has the option to associate a “Loyalty Card”, if no card is associated, guest is not linked to Loyalty automatically

 False True True  

Journey 3. Guest is automatically signed up to Loyalty

 True False True

Must have a default Program set in Loyalty if supporting multiple programs

Journey 4. Only guests with an iOrder account can associated a Loyalty card

 False False True  
* “Can associate Loyalty” card only relates to post sign up association. All journeys described consider that customers will allow post association of an existent iOrder Account with a Loyalty card. If for any reason, post association is not desired, this flag must be changed to false.

If the above is selected the following screen will display “My Loyalty Card screen” area, if the guest has no card associated.