Mobile Wallet

Passes

This document describes Passes feature in TractionNext. It covers the integration details; steps to add a Pass and details on how to use new features that have been added in Traction Next.

Passes & its use

Passes are used to generate Apple Wallet and Google Pay. It is integrated with Traction Next which enables the user to create the Wallet or Pay and use it in campaigns. It is located under the Forms section. After creating the Wallet or Pay, user can insert the pass as URL links when creating campaigns. When customer clicks the pass url available in the email, the Apple Wallet or Google Pay will be added based on the device. If any content in the pass has been changed, notification will be sent to the customer and the pass will be updated in the device.

Enable/Permission for Passes

To enable the pass feature in your account, Kindly contact TractionNext support team.

Pass Certificate Setup (Backend):

Login to TractionNext and go to ‘Account Settings’. Under ‘Integrations’ menu, Look for the ‘Pass Certificates’ option and click it.

It will redirect to Pass Certificates credentials page, Refer the below image…

Default is the ‘Apple Wallet’.

Apple Wallet setup

To setup Apple Wallet, Certificate Password and Certificate need to provided/uploaded. Once done, it will display the success message along with Pass type identifier, Certificate Expiry date and Upload date details with a ‘Delete’ button. Refer the below image…

Google Pay setup

To setup Google Pay, Service Account Id, Issuer Id, Application Name and Certificate need to provided/uploaded. Once done, it will display the success message along with Pass type identifier, Certificate Expiry date and Upload date details. Refer the below image…

Once done, it will display the Service Account Id, Issuer Id and Upload date details. Refer the below image…

Passes Setup (Frontend):

It will be located under ‘Forms’ section…

Click on it will display the following…

How to create New Pass?

Click on the Start button to redirect to following screen…

Select any type e.g. Coupon from Apple and another from Google. Click on ‘Continue’ button to redirect to following screen…

Enter the values in ‘Details’ tab and move to next tab ‘i.e. Content and Design.

Here enter all the required values for all the elements section for “Apple Wallet” as well as “Google Pay”.

Note: This step is to design your own pass. You can make it more friendly by providing all the values.

Click on ‘Save and Continue’ button to move to “Activation’ Tab.

Here you need to activate the passes by selecting the switch “On”. Refer above screen.

Now the passes are activate and ready to attach with campaigns.

How to attach a Pass with campaign?

 Create a campaign.

While creating campaign, in “Content and Design” tab, Pass can be attached, Refer below…

Select any type of template i.e. Drag and Drop template and in tool bar, click on Insert pass (shown in above pic). A link will be included in your campaign.

Now, Select the contact/segment and launch the campaign.

Usage of Pass

* The Passes should be created for both Apple Wallet and Google Pay. Create an SMS/ Email campaign.
* While creating the campaign, the pass can be attached to it.
* After campaign launched, the customer receives the email along with the pass url at the end of email.   Refer the below image…

* When customer clicks on the pass url, the Apple wallet or Google pay will get download based on the customer’s device. Example image displayed below…

Explanation given below…