How can my customers download their passes?

There are a couple of ways in which you can send pass download link to your customers.

Using Email

If you signed up for WalletIn from Colligso, use the following approach. This approach is applicable everywhere including in the USA.

• If you have integrated WalletIn with your frontend app using Make (formerly Integromat) or Zapier, you can send pass download instructions as soon as customer data with email address is captured in your frontend app. To find or create integration, see this screencast.

• Activate a pre-built campaign to inform customers to download pass via email. Click: Menu->Campaigns->All. Edit the campaign whose name starts with "email_pass_download". Set up schedule, change targeting (if needed) and activate the campaign. This campaign uses a pre-configured email template for easy pass download instructions.

Using SMS 

If you installed WalletIn from Clover, you can use the following approach. This approach is applicable in USA only.

• As customer's mobile# is entered at point of sale, s/he is notified using text message with instructions to download pass.

• Activate a pre-built campaign to inform customers to download pass via text (SMS). Click: Menu->Campaigns->All. Edit the campaign whose name starts with "phone_pass_download". Set up schedule, change targeting (if needed) and activate the campaign.

• You can also inform customers (by payment receipt, social media, email etc.) to send keyword PASS to your Site SMS# in order to receive instructions to download their passes. Find your Site SMS# as using Menu->Business->Sites->(site with your address)->Advanced->Contact & Location->SMS.