Helping your Member Login for the First Time

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To better assist your members, here is a quick overview of the steps that members will take when logging into their account for the first time. 

Locate the login info

The member's username, temporary password and your business's website are provided on the back of the rewards card.

**Note** 

If your business does not hand out rewards cards, be sure to show them how they can navigate from your business's website to the Rewards Hub.

Also, help them set up their account with an email address and new password so that they can login easily the very first time they try it on their own.

 

Click the Rewards Hub Link on your Website

Although each site is uniquely designed, members should be able to easily locate their business's link to the Rewards Hub. Most times, businesses either display the words "Rewards Login" or provide a clickable photo of their actual rewards card.

Here are a few ideas we have seen work well so far:


Enter the username and temporary password

If your member has a rewards card, this is where they will type in the username and temporary password provided on the back of it.

If they do not have a rewards card, this is where they will type in the email address you associated with their account when you first created it in your Hub.


Verify your info

On the next screen, the member will be prompted to do two things:  

  1. Enter their full name for verification purposes

  2. Set a new password

    **Note** For security reasons, as soon as this step is completed, the 4-digit password on the back of their card will no longer work. 


Enter the member's Email Address

The next step will ask the member to enter an email address. If your Hub is card-less, this step might be skipped, as most card-less Hubs will add a primary email to the account in Step #1.


Login and Enjoy the Rewards Hub!

After all these steps are completed, the member is free to enjoy their new Rewards Hub account! They will not have to go through this process again - it's a simple login from this point on, for which they can use either their 16-digit username or Primary Email and password.


Verify Email

One last thing! Soon after updating their email, members will receive a request for them to verify the email address they entered, which they can quickly do by simply clicking on the link inside the email they receive.

Why is it important to verify?

There are a number of reasons for why it's a great idea to encourage members to immediately verify their accounts, chief among them being that it will ensure they receive a message if: 

  • One of your staff sends them a message
  • Your business sends out a mass-alert (e.g. snow-day closing, office parties, Hub-Launch events)

Is is possible to resend the verification email?

It certainly is! If your member's profile contains an email in either the Primary Email field or the Responsible Party Email field that has not yet been verified, you can click the link in the alert at the top of their profile to have a new verification request sent to them immediately. 

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As soon as the member receives the verification request in their inbox, all they have to do is click the link inside to confirm that that is their true email. They don't even have to login! 

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Troubleshooting Login Problems

You've seen a smooth member login process. Next, find out how to troubleshoot common problems that can arise when attempting to log into the Hub by clicking here.

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