Sign In Module
Customers enter their email addresses to sign in. Stored in CRM. Customers can log in again later and access their profile. If they log in on a different device or another channel (WhatsApp, Facebook, WeChat, Alexa, Google) they receive a PIN to verify their identity.
Typical Use Cases
This process module is necessary for every process module that collects personal information like first name or birth date.
How to Use the Module
An email containing a verification code is sent in case (a) a customer that has registered in the chat before comes back and signs in with the same email address again or (b) that the customer database is disabled in your tenant.
Then this UI element appears and asks that user to enter the code that they received via email:
This email verification step is important so that no data can be leaked or settings can be changed for a previously registered user. If we would not verify the users on their second log in, anyone could log in with any email address.
By applying the setting
Verify email with code on first use you can instruct LoyJoy to verify on each log-in, even for first-time log-in.
Code email template
The code email body can be customized by entering an HTML email template.