Enable email check-in on enrolment forms

Check if a customer already exists by email, then secure access with optional verification.

Enable email check-in on enrolment forms

Email check-in adds an email-first step to your enrolment form.

It lets you detect existing customers early.

You can then decide how strict authentication should be.

Prerequisites

Wallet Crew must be able to look up customers by email.

This usually means your CRM connector is enabled and configured.

If you use partial or full, you also need an email provider.

What “email check-in” does

When a customer enters an email address, Wallet Crew checks if it already exists.

If the email is known, the customer can be guided to install their pass.

If the email is new, the customer continues the full registration flow.

Pre-registration (email-first step)

Pre-registration adds a dedicated first screen to capture the email.

This happens before the full form fields show up.

It reduces friction for returning customers.

You can optionally lock the email field after pre-registration. This reduces typos and mismatches later in the flow.

Check-in security mode (email authentication)

Check-in security controls what happens when the email matches an existing profile.

It also controls whether you require email verification for new profiles.

The setting is typically exposed as a checkinPolicy with these values:

noIdentification (creates duplicates)

Wallet Crew always creates a new profile.

It does this even if the email already exists.

Use this only if duplicates are acceptable.

none (low security)

If the email exists, the customer can access the profile directly.

They can update details and reinstall the pass.

Use this when account takeover risk is low.

partial (protect existing accounts)

If the email exists, Wallet Crew sends an email link.

The customer must click the link to continue.

Use this to reduce identity theft risk.

full (strong authentication)

Wallet Crew sends a verification link even for new profiles.

It proves the email is valid and controlled by the user.

Use this when email is a primary identifier in your CRM.

Email verification emails are sent via your email provider configuration. If you use Sendgrid, configure it first in Sendgrid.

How to set it up (recommended flow)

1

Pick the right policy

Choose the strictness based on your risk tolerance.

• Choose none for the smoothest UX.

• Choose partial to protect existing profiles.

• Choose full to verify every email address.

2

Enable pre-registration

Enable the email-first step on the enrolment form.

Optionally lock the email field after the pre-registration step.

3

Configure email verification (if needed)

If you use partial or full, configure an email provider.

Sendgrid is supported via the Sendgrid connector.

Data and compliance notes

Email check-in is an identification mechanism.

It is not a consent mechanism.

If you send marketing messages, collect explicit consent first.

See Consents & GDPR compliance.

Troubleshooting

Customers don’t receive the verification email

Check your email provider configuration.

Also check spam and sender domain alignment.

Duplicate profiles are being created

Verify you are not using noIdentification.

If you need deduplication, use none, partial, or full.