A Mobile Pass Card is issued to a registered Contact associated with a specific Business. This card serves to identify the Contact and to keep track of their available balance for that particular Business.

The design and management of the Mobile Pass Card UI can be customised using the back-end system, enabling each Business to tailor the UI according to its own branding. For more details, please refer to the Mobile Pass Card Settings.

THE ESSENTIALS

Landing Pages

Mobile Pass Cards can be linked to registration Landing Pages. This means that a contact can automatically receive a mobile pass card when they register with a business. If the contact loses the mobile pass card, it can be reissued through the Business Portal.

Wallet

The Mobile Pass Card actually represents the Contacts Wallet. Any awards from Offers (e.g. for registration, for purchases) or redeemed passes are accumulated in the Wallet and can be used for subsequent purchases by the Contact. The wallet funds may be subject to spending conditions, depending on the Reward Offer they originated from.

Balance

Mobile pass cards will be automatically updated to reflect changes in the wallet balance, such as wallet balance adjustments due to awards or spends. Notifications to the Contact to manually trigger the update of their Mobile Pass Card balance are supported in cases where automatic updates are not possible.

Purchasing Using Wallet Funds

Contacts can use their Mobile Pass Card to identify themselves and consume their Wallet during a purchase. The Contact can be identified:

• By scanning the barcode/QR code on their mobile pass

• By requesting an OTP using their mobile pass

• By the human-readable code on their mobile pass

Once the Contact has been identified, they can state the amount they want to use from their Wallet to pay for their purchase. If the transaction is successful, the Contact’s balance will be adjusted accordingly on their mobile pass.

Mobile Pass Card Settings

Configuration and design of a Mobile Pass Card is possible via Settings > Platform > Contact Facing Essentials > Mobile Pass Cards.

Select Edit Design from the options menu to change the configuration of the Mobile Pass Card.

Apple Design & Google Design

It’s essential to set up both the Google and Apple designs of the Mobile Pass Cards as they have different settings and design requirements and do not necessarily correlate.

A system user can define the contents of the Mobile Pass Card screens but cannot change the format or the arrangement of the content on the UI.

Open

Sample of front preview

Open

Sample of back preview

The edit screen is split into three sections:

1. Left - The navigation menu is used to view/edit the configuration.

2. Centre - The details section contains the actual configuration areas where text, colours, images, etc., can be provided.

3. Right - The preview pane displays the actual screen content, changes made to the configuration will be immediately reflected here. Select to view the Front or Back screen designs.

INFORMATION (Google design)

The required information should be completed before creating the Mobile Pass Card design. The Program Name is the title of the mobile pass card so that it is easily recognisable in the contact’s wallet.

IMAGES (Apple & Google)

Upload the images that will appear on the Mobile Pass Card, these images vary in use between the two operating systems, dimensions are provided as a guide.

COLOURS (Apple & Google)

Select the colours for different attributes of the Mobile Pass Card based on your branding.

FIRST ROW (Apple design)

Select up to two different fields to be displayed in the top row of the screen.

SECOND ROW (Apple design)

Select one item of information to be displayed on the second row of the screen.

THIRD ROW (Apple design)

Select up to three fields to be displayed on the third row of the screen.

FIRST SECTION (Google design)

The first section can contain up to two fields, Google handles the alignment based on the number of fields provided.

SECOND SECTION (Google design)

You can choose to display up to three different fields in this section.

BACK (Apple & Google)

This area can hold additional information fields to be shown on the Mobile Pass Card. Best for longer length fields such as terms & conditions.

LINKS (Google design)

External links (e.g. to a URL) can be added to the Mobile Pass Card screen if desired. The order (Position) that the link will appear on the UI can also be set.

NFC/Barcodes

Near Field Communication allows data sharing between devices (typically the Contact’s mobile device and a POS scanner), e.g. scanning the Contact’s (consumer) barcode or QR code to submit a purchase.

If your Business will be identifying a Contact using other means, then this configuration will not be required - select None.

Select the preferred QR code or barcode format to be used to identify your Contacts - this will be replicated on the Mobile Pass Card.

Select the item of information (value) that the QR code/barcode represents, choose from:

• Wallet Code - The contact’s wallet code, this is CRM.COM’s preferred method of contact identification.

• Formatted Wallet Code - The wallet code will appear on the UI in an easy to read format, i.e. 1234-5678-9123-4567

• Code - Contact code

• ID - Contact identifier

• Loyalty Number - Contact loyalty code

Mobile Passes Cards and the Web Portal

If your back-end system Application configuration includes a Web Portal set-up, then a Mobile Pass Card option appears on the sidebar menu of the Web portal. This allows contacts to upload their mobile pass card to their eWallet app (Apple Wallet, Google Wallet, Wallet Passes) in cases where something may have gone wrong during the initial upload.

Reference Material

You may also find it helpful to refer to the following manuals for further reading about Mobile Pass Cards.

Contacts

https://crmdevelopment.atlassian.net/wiki/spaces/CRM/pages/424247365

Landing Pages

https://crmdevelopment.atlassian.net/wiki/spaces/CRM/pages/1435107893

Applications

https://crmdevelopment.atlassian.net/wiki/spaces/CRM/pages/1535410199

Reward Schemes

https://crmdevelopment.atlassian.net/wiki/spaces/CRM/pages/1397656420

Reward Offers

https://crmdevelopment.atlassian.net/wiki/spaces/CRM/pages/432472155

Wallet

https://crmdevelopment.atlassian.net/wiki/spaces/CRM/pages/1938882561

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