Business Feature / Process | Description | Example/Use Case | Use in Training Material | Additional Notes |
|---|---|---|---|---|
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 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 finally 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 | For a printed pass plan the system generates all the passes upon plan activation. For an electronic plan the system generates a single pass for the contact upon request | Y | ||
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 of electronic format. It is generated and activated by a purchase (customer) event via a unique or a universal code and resulting in an offer being activated. 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 for the promotion details. | |||
Gift pass | This can be of both electronic (sms, email) or printed (available in a store) format. A Gift pass would normally be purchased and loaded with an amount of money before being offered to the beneficiary as a gift. Finally the gift pass is either redeemed using the registered contact’s wallet OR using 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 either 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 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 wallet funds can be spent by the contact For the promotion passes redemption results in an offer being activated. | |||
Passes add-ons |
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Passes relevant processes |
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