Passes Business Features

Business Feature / Process	Description
Passes	A pass is a process that unlocks a gift, top-up or promotion for a contact. When a pass is redeemed (unlocked), it will either credit money into the contact wallet or activate an instant discount because of an associated offer. A pass can be either printed or in electronic format (distribution methods).
Pass Plans	It is a CRM.COM back-end process where the key business user will define the passes (classification, validity, settings) they want to create; and materialize them. There are three types of passes: Gift, Top-up and Promotional. A pass plan can be set to arrange which wallet balance will be credited.
Create Passes	The system generates all the passes upon plan activation for a printed pass plan. For an electronic plan, the system generates a single pass for the contact upon request.
Update passes	Update the life cycle state, the expiration date, the initial value or the pin of a single pass (only through API)
Promotion Pass	This is only in electronic format. It is generated and activated by a purchase (customer) event via a unique or universal code, activating an offer. These passes are used in promotions and targets (pass plan criteria) products, services and contact segments. Promotion passes require an accompanying communication plan to notify the relevant contact segments of the promotion details.
Gift pass	This can be electronic (sms, email) or printed (available in a store) format. A Gift pass would normally be purchased and loaded with money before being offered to the beneficiary as a gift. Finally, the gift pass is redeemed using the registered contact’s wallet OR a newly created nameless wallet with the option to register in the future. Electronic gift passes are generated on demand.
Top-up Pass	These passes can be purchased electronically (sms, email) or in a physical store (printed). Top-up passes are purchased to credit the wallet of an existing contact and finally use its wallet to pay for the following purchases. Electronic top-up passes are generated on buyer request.
Redeem a Pass	Redeeming a Gift or Top-up pass is the process where the contact’s wallet is credited with the value of the pass so that the contact can spend the wallet funds. For the promotion passes, redemption results in an offer being activated.
Passes add-ons	Gift and top-up passes can optionally use CRM.COM PIN functionality for increased security reasons. The PIN, together with the passcode, must be provided by the contact to redeem and consequently spend the pass funds. PINs are not applicable for promotion passes.
Passes relevant processes	Electronic passes work well as a process with landing pages and mobile passes. Customers can purchase a gift pass via a landing page and send it to a beneficiary. A beneficiary can register through a landing page, redeem the pass and then upload a mobile pass to view the balance and spending.