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Customer sign-up process

If you are using your loyalty provider as your identity provider, the customer experience is similar to the following process.

Customer sign-up process​

When a customer clicks Sign In or Sign Up, they are redirected to your identity provider. For more information, see Retailer single sign-on.

Customers are redirected to a service that creates their account. After it is created, this service sends them back to the storefront, signed in to their loyalty account.

Instacart then creates a loyalty account number which you add to your customer's profile. The customer verifies the account through their phone number.

The following image shows the data flow:

note

Instacart does not store any retailer-specific loyalty account information or personally identifiable information (PII) and has no visibility into customer data beyond what is linked to the Instacart profile. The streamlined data flow includes customer sign-up on Instacart, retrieving necessary information, verifying identity through a one-time password (OTP), and an API call to the retailer to validate and create the loyalty account.

Example journey​

The following example journey shows how a customer signs up for a loyalty program and uses their barcode to shop in-store.

  1. A customer can access the loyalty program through one of the following:

    • A loyalty program page with the customer's phone number. A loyalty program page describes the program and includes a way to sign up for a loyalty account with a phone number.

      The following image shows an example of a loyalty program page:

    • A barcode while in-store shopping. The following image shows an example of a barcode:

  2. A verification code is sent by text to the customer. The flow is similar for both a new sign up and linking an existing loyalty account. If the code is correct, the customer account and loyalty accounts are linked. Otherwise, the customer sees an error.

  3. The customer is redirected back to the storefront to continue shopping. Loyalty discounts are automatically applied at checkout.

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