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Antavo’s Wallet module provides a frictionless way to boost the loyalty program with offline experiences. Loyalty passes include a barcode or QR code for identification. Customers can download the passes on their mobile devices and use them to collect points or redeem their rewards in your offline stores and events.

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Antavo grants early access to pass update and notification features, that are currently going through a refinement process to make sure the module provides an all-around solution. In case you have any questions about the related settings, please contact the Antavo Service Desk.

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Find the module configuration page by clicking the wallet (blue star) icon in the sidebar.. The page will open to the collection of passes you have already set up, showing the following information:

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  • Select the type of pass you want to create

    • Coupons
      Passes can be used to reward customers with coupon delights that they can use to get discounts when making a purchase in your physical stores.
      Learn more about how to assign a pass template to coupon rewards here.
      There are two ways you can reward your customers with a discount coupon:

      • Claimable rewards
        After customers spend their points on the membership site to redeem coupon rewards.

      • Surprise and delight benefits
        Unlike claimable rewards, instant rewards are not visible on the membership site. Instead of spending their points to claim a reward, you can surprise your customers with benefits if they complete specific actions, by setting up a rule in Antavo’s Workflows editor with a Reward claim action node.
        Alternatively, you can use an Assign pass action node as well without a reward being assigned, but this can only issue a static coupon, meaning that the same coupon code will be displayed for every customer’s pass.
        When using a surprise and delight solution, it’s especially important to notify the customer of the new reward through a workflowthat will trigger the email message from your provider’s system.

    • Membership pass
      The membership pass can also be used as a digital loyalty card. It identifies the customer by their ID and lets them earn points in your physical stores by making purchases or checking in at an offline location. When the customer enrolls in the loyalty program we automatically send an email with a barcode or QR code that represents their unique customer ID. You can add the membership pass to the registration email sent by your own email provider as well. The membership pass can also be displayed on the membership site so customers can log in to find and download their own passes anytime.

    • Event pass
      Event passes behave and work the same way as coupons, but function as guaranteed entry into a specified offline event. Please note that coupon and event passes can only be assigned to Coupon types of rewards. This means that both coupons and event rewards should be set up as coupon-type rewards in the Reward editor.
      On the top edge of Apple Passes, coupons have a perforated edge, membership passes are flat, while event ticket passes have a small cutout.

  • Tick the checkbox to enable Apple Wallet

  • Tick the checkbox to enable Google Pay

  • Select user group(s)
    In case you use the User group module and enabled the Pass templates entity in the settings, you need to assign a group to the template. Unauthorized users will not be able to access the pass template in the Backoffice.

  • Click ‘Select’ at the bottom of the page to continue

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Pass Template

Template of the Apple Wallet

Basic information
  • Variant group id
    Add the template to a variant group by selecting a previously added group or by entering a new group ID. This enables workflows to look up a pass based on the variant group and switch the template of an assigned pass to another template within the same variant group if necessary. (eg. switching the template of the membership pass when the customer upgrades from Silver membership tier to Gold membership tier)

  • Name
    Enter the administrative name of the pass template that appears in the Backoffice.

  • Organization name
    This name will appear in the header of the push notifications sent to the customers' mobile devices.
    This setting is useful if you use the Multi-accounts module and want to clarify which account the current pass update belongs to.

Colors
  • Choose a background color

  • Select a label color available for Apple Passes only
    This will be the color of the label texts of the fields on the front of the pass, except for the primary fields. For Apple passes, the label for primary fields can be changed using the foreground color.

  • Select a foreground color available for Apple Passes only

    This will be the color of all texts other than labels on the front of the pass.

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Assets and Retina assets
  • Upload an icon available for Apple Passes only
    The icon image is displayed along with push notifications and lock-screen notifications.

  • Upload your logo
    The logo image is displayed in the top left corner of the pass.

  • Upload the strip image
    The strip image is displayed under the logo and the header field, behind the primary fields as a background image. The image will be center-cropped if it is too large.

For Apple passes, it’s also possible to upload retina (HiDpi) images to improve the visual quality of passes. It depends on the resolution of the customer’s mobile device if the standard or the retina assets are displayed.
While uploading standard Apple and Google assets is mandatory, adding Apple retina assets is optional.

Asset size requirements:

Asset

Apple standard Standard resolution asset size

Apple retina Retina resolution asset size

Google asset size

Icon image

90×90 pixels

180×180 pixels

Logo image

160×50 pixels

320×100 pixels660×660 pixels minimum

Strip image

375×123 pixels

750×246 pixels1032×336 pixels minimum

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  • Click the ‘Next’ button at the bottom of the page to continue

Pass content

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Template of the

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Header

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Google Pay

Basic information
  • Variant group id
    Add the template to a variant group by selecting a previously added group or by entering a new group ID. This enables workflows to look up a pass based on the variant group and switch the template of an assigned pass to another template within the same variant group if necessary. (eg. switching the template of the membership pass when the customer upgrades from Silver membership tier to Gold membership tier)

  • Name
    Enter the administrative name of the pass template that appears in the Backoffice.

  • Organization name
    This name will appear in the header of the push notifications sent to the customers' mobile devices.
    This setting is useful if you use the Multi-accounts module and want to clarify which account the current pass update belongs to.

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Tier information

available for Membership passes only

  • Tier Label
    The designation for the tier displayed above the actual tier, for example, Tier Status or Tier.

  • Tier
    Insert the variable specifing the name of the customer's current tier status in the applicable tier structure.

Info

You can create tier structures and specifiy tier statuses in the Tiers module.

Messages and contact information

available for Membership passes only

Note

These fields are also available in the Content settings of the pass editor. Changes made here apply to all customers' passes. However, updates made in the Content settings affect a specific customer's pass only when there's a change in customer data field values.

  • Message
    Add the array of personalized messages displayed in the app.

  • Text modules
    Enter general text content you’d like to share.

  • Links 
    Add links to your pass.

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Colors
  • Choose a background color

Assets
  • Upload an icon
    The icon image is displayed along with push notifications and lock-screen notifications.

  • Upload your logo
    The logo image is displayed in the top left corner of the pass.

  • Upload the strip image
    The strip image is displayed under the logo and the header field, behind the primary fields as a background image. The image will be center-cropped if it is too large.

Asset size requirements:

Asset

Asset size

Logo image

660×660 pixels minimum

Strip image

1032×336 pixels minimum

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  • Click the ‘Next’ button at the bottom of the page to continue

Pass content

Content of the Apple Wallet Passes

Header

  • Add logo text
    The text will appear on the logo image

Apple Wallet Fields

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If you would like to remove a field, just click the close (blue star) icon on the right-hand side of the corresponding field.

Basic information
  • Add a description
    The description is visible on the back side of the Apple Pass.

  • Select the relevant date – for Event-type passes only
    Date and time when the pass becomes relevant (eg. the start time of an event).

Barcode
  • Select the type of code
    You can choose the barcode or QR code format.

  • Add the code content
    You can add general text, a URL, or customer and coupon properties.
    Please note, that no pass is assigned if the barcode content is empty.

  • Enter alternative text
    This text will appear under the code.

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Content of the Google Pay Pass

Basic information

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Content of the Google Pay Pass

Basic information
  • Merchant name
    Enter the name of the brand.

  • Offer title - for Coupon- and Event-type passes only
    Enter the name of the coupon.

  • Balance - for Coupon-type passes only
    The value of the coupon.

  • Program name - for Membership-type passes only
    Enter the name of the brand.Offer title - the program that the pass allows the customer to participate in.

  • Loyalty points label and balance - for Membership-type passes only

  • Secondary loyalty points label and balance - for Membership-type passes only

Offer information

for Coupon- and Event-type passes only

  • Offer provider
    Enter the name of the brand that provides the coupon.

  • Balance - for Coupon-type passes only
    The value of the coupon.

  • Program name - for Membership-type passes only
    Enter the name of the program that the pass allows the customer to participate in.

  • Loyalty points label and balance - Details
    Provide every detail you’d like to add about the offer.

  • Disclaimer
    In case you need to add terms and conditions, enter them here.

Member information

for Membership-type passes only

  • Secondary loyalty points Member name label and balance - for Membership-type passes only

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  • Offer provider
    Enter the name of the brand that provides the coupon.

  • Details
    Provide every detail you’d like to add about the offer.

  • Disclaimer
    In case you need to add terms and conditions, enter them here.

Member information - for Membership-type passes only

  • Member name label and member name

  • Membership ID label and ID

  • Tier label and tier

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  • member name

  • Membership ID label and ID

Messages and contact information
Note

These fields are also available in the Template settings of the pass editor. Changes made here affect a specific customer's pass only when there's a change in customer data field values. However, changes made in the Template settings apply to all customers' passes.

  • Messages
    Add the array of personalized messages displayed in the app.

  • Text modules
    Enter general text content you’d like to share.

  • Links 
    Add links to your pass.

Offer expiration - for Event-type passes only
  • Start date and end date
    Select the timeframe when the pass can be used to check in at the event.

Barcode
  • Select the type of code
    You can choose a barcode or QR code format.

  • Add the code content
    You can add general text, a URL, or customer and coupon properties.

  • Enter alternative text
    This text will appear under the code.

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Once the content settings of the Google Pass and/or Apple pass are finalized, click ‘Next’ at the bottom of the page.

Notifications
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Push notifications

The beta version includes push notifications that are delivered as wallet notifications displayed on the lock screen.

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Please note, that the push notifications services have to be configured by an Antavo administrator to make the beta version of push notifications operational. If you can see an alert on the top of the page referring to a missing service configuration, please contact us by submitting a ticket through theAntavo Service Desk.

Locations

  • Locations

    • Select locations from the dropdown list that should trigger a push notification
      Learn how to add locations under the Locations section of this manual.
      You can add a maximum of 5 locations to one pass template.

    • Click the ‘Add location’ button

    • Add the text of the message in the field that appears

  • Trigger distance
    Enter the distance of the location where the notification should be triggered.

Beacons
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  • Beacons

    • Select the beacons that should trigger notifications
      Learn more about how to add beacons and the content of the beacon-triggered notification under the Beacons section of this manual.

    • Click the ‘Add beacon’ button

    • Add the text of the message in the field that appears

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Overview

Before saving the newly created pass, a final preview shows what customers will see on their mobile phones. If you’d like to make changes, navigate back to any stage of the pass setup. If you’re satisfied with the end result, click the ‘Create’ button at the bottom of the page.

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