Customer information
In some situations, you may need to collect the customer's phone number or email address. To determine if this applies to your situation, read the receipt delivery section, which details various receipt delivery options, including those that don't require capturing the customer's contact information.
customer app, AiFi recommends collecting the necessary information during app registration. This section outlines methods for capturing this information without a pre-existing customer account.
Contact information collection
You can collect customer contact information in the following ways:
- During check-in: Collect when the customer taps their credit card.
- Inside the store: Collect when the customer enters a designated area, or registration zone.
Method 1: Check-in collection
Collect customer contact information when they tap their card to authenticate. This method is suitable for stores with low throughput, typically not exceeding one person per minute, to avoid queues at the check-in device.
The typical setup includes an entry touchscreen displaying an entry app. This app is triggered by a credit card tap and prompts the user to enter their email or phone number.
The entry app is usually a webpage that listens for events, such as via websocket. The webpage displays on a touch device in a browser set to "kiosk" mode, preventing the user from exiting the app.
For the entry app, there are two options:
- (Recommended) Build your own application to collect the contact information. Similar to the customer app, this allows you to fully control the branding, language, and layout of the application. It requires front-end development but simplifies the back-end integration. If you choose this path, from the perspective of our system, the collection of customer contact info happens before you check them into the AiFi system. If so, you should integrate the no registration at check-in flow.
- Use the AiFi registration page: You can ask AiFi to collect the contact information for you. This requires no additional frontend development on your end. However, you will need to implement the check-in registration flow in addition to or in exchange for the no registration flow.
Method 2: Registration zone
If you want to capture the email or SMS in a dedicated area inside the store, you have two options:
- (Recommended) Build your own application to collect the contact information. Similar to the customer app, this allows you to fully control the branding, language, and layout of the application. It requires front-end development but simplifies the back-end integration. If you choose this path, take a look at the checkout zone webhook documentation. You can leverage our real-time webhooks to turn on and off the registration page.
- Use the AiFi registration page: You can ask AiFi to collect the contact information for you. This requires no additional frontend development on your end, but you will need to ask the account manager for additional setup on AiFi's side.
AiFi will capture the customer contact information and store it in the database. You won't receive additional notification on this data being stored. Instead, you can retrieve this data later by retrieving the customer detail using our APIs.