Send The Wallet Cre link via email to enroll customers in mobile wallet

How to Share Pass Download Links via Email with The Wallet Crew

Introduction

Before sending digital cards via email, ensure you have the customers’ email addresses in your database and that the The Wallet Crew data connector is properly set up with your CRM.

This setup ensures that when a customer receives a link by email, The Wallet Crew can access your CRM database to gather all the necessary information to generate the card.

Sending links via email is an excellent opportunity to enroll existing customers in mobile wallets. It also offers a chance to enrich your customer base or update customer consents before they download your cards. Here are some use cases covered with The Wallet Crew links:

• Enrollment/Conversion: Enable a customer to sign up for the loyalty card. This is ideal for converting customers who have signed up for the newsletter but not yet for your loyalty program.
• Enrichment: Allow existing customers to update or add additional information.
• Manage Consents: Enable customers to easily update their consents.
• Download Card: Allow customers to download their digital cards to their mobile wallets (Apple or Google Wallet).

This section focuses on the scenario where you enable your customers to download their cards into their wallets.

When to Share Links via Email

You can share links in various scenarios based on your customer lifecycle:

• In the welcome email after sign-up.
• In transactional confirmation order emails.
• During specific email campaigns.
• In dedicated email campaigns to promote your loyalty program.

Example of Email CTA

• Example 1:
• Example 2:

Segment your profiles to increase your reach and avoid overwhelming your customers. The Wallet Crew allows you to track customers who have installed the cards in their wallets. We recommend segmenting your database to send links only to customers who haven’t downloaded the card yet.

What If the Customer Doesn’t Exist in the Database?

If the customer is not in the database, you can use The Wallet Crew registration process to retrieve customer data from your email campaign and automatically feed your CRM database. In this case, the customer will be redirected to a URL such as:

The Wallet Crew

To increase security, we recommend using a token to secure the link. This token prevents personal data from being shared in the URL. The token can only be generated with a customer ID or email information.

How to Include The Wallet Crew Links in Your Emailing Tool

To share links, you can use one of The Wallet Crew’s emailing partner tools, such as Actito or Klavyio, or your own emailing platform (Mailchimp, Salesforce, Sendinblue, etc.).

In your email builder, implement the proper call to action that includes The Wallet Crew link. To sign The Wallet Crew link, you can call The Wallet Crew API to generate the token or manually generate the tokens from The Wallet Crew backend.

• Example:
• Store The Wallet Crew token in your emailing base.
• Call The Wallet Crew API.

The URL can also be signed with the token previously generated:

• https://app.neostore.cloud/moa/mobile?email=cyril@neostore.cloud&firstName=Cyril&lastName=DURAND&neo.authToken={neostore-JWT}

For customers who already exist in your CRM with loyalty information, you can send a link to a URL that directly contains the pass without requiring them to fill out a form. For security reasons, the URL is signed with a tenant-specific secret. Anyone with this secret can then generate this URL.

• Example URL: https://app.neostore.cloud/{tenantId}/pass?id.y2.customerId={customerId}&id.y2.customerId.hmac={hmac256(customerId,tenantSecret)}

Emailing Scenarios

1. Customer in the database connected to The Wallet Crew:

   • Enrich database and consent + download card
   • Download card

2. Customer not in the database connected to The Wallet Crew:

   • Enrich database and consent + download card

By following these guidelines, you can efficiently distribute digital cards via email, ensuring a seamless experience for your customers while maintaining security and data integrity.