Passes Business Features
Business Feature / Process | Description |
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Passes | A Pass unlocks a gift, top-up or promotion for a contact. When a pass is redeemed (unlocked), it either credits the CRM.COM Wallet or applies a discount to a purchase or a recurring billing fee of the contact. A pass can be either printed or in electronic format (distribution methods). |
Pass Plans | Configured in the CRM.COM back-end, where the key business user defines the characteristics of the passes to be generated (validity, format settings) that define how and when they are created, distributed and eventually redeemed by contacts. There are three types of passes: Gift, Top-up and Promotional. A pass plan can be associated with a Commerce Pool, defining thus which Pocket will be credited. A Pass Plan can be related to a single Currency indicating the currency of the passes to be issued. Therefore, each Pass can only be redeemed by a contact having a CRM.COM Wallet in the same currency. A pass plan can be created by copying another pass plan. A pass plans with at least one pass created cannot be modified. |
Create Passes | Passes are generated based on their Pass Plan information either on request or automatically depending on their format:
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Update passes | Update the 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. Promotion passes are automatically generated on pass redemption. For passes that unlock a Reward Offer, the pass is redeemed only through a purchase (customer) via a unique or universal code, activating a reward offer. Passes that unlock a Promotion, the pass is again created when it is redeemed either in checkouts or manually. 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 CRM.COM Wallet OR a newly created nameless CRM.COM Wallet with the option to register in the future. Electronic gift passes are generated on demand using CRM.COM’s Landing Pages (designed for securely purchasing an eGift) or Web APIs. Electronic gift passes can be manually re-sent to beneficiaries via the back-end. |
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 CRM.COM 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 unblocking a reward offer (i.e. contact is awarded with a cashback which can be spent in a purchase) or a promotion (where a contact receives a one-off or a recurring discount in upcoming invoices). |
Passes codes & PIN | Gift and top-up passes can optionally use the PIN functionality for increased security reasons. The PIN, together with the pass code, must be provided by the contact to redeem and consequently spend the pass funds. PINs are not applicable for promotion passes. |
Passes relevant processes |
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Custom Fields | If you require additional information for Passes not supported by CRM.COM, you can create custom fields of various formats to meet your specific needs. Any Custom Fields added to the Pass Plan will be inherited by the Passes when created and can then be edited for each pass. |
Analytics |
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