You can sign up customers on your website using the embed code, or even on an in-store tablet.  Here is what you need to do on your PC/Mac:

 

1. Click on Add Customer

 




2. Click on Facebook Embed. 


3. It will display a popup as shown below that you can use in two ways


 

3a. Click on [COPY EMBED CODE] and Paste it into your website or Facebook page

Details here: https://buyfi.freshdesk.com/solution/articles/13000043589-how-to-post-the-customer-enrollment-widget-in-your-facebook-feed


3b. Click on the second "here" link



3c. Copy the URL link from your web browser and provide this page for your customers to sign up

3d. Provide the page in an in-store tablet for your customers to sign up

 



4. The CRM will create a new customer entry and your customers will receive the reward you set up as a "Sign Up" offer - upon providing their information



Go to Marketing-> Create Campaigns to set up the Sign Up Offer




5. You can also enroll customers directly on your Clover