Configuring Core Touchpoints and Digital Wallet Passes

The Apps section of your settings controls the functional touchpoints where customers interact with your loyalty ecosystem, including the website widget and the Contacts Portal. This lesson covers establishing compliance text, formatting system emails, and designing branded digital wallet passes for Apple Wallet and Google Wallet.

Key Takeaways

• Structuring Compliance and Identity Safeguards: Under the global configurations layout, you can align several foundational compliance fields:

  • Terms & Conditions: You can copy and paste your existing legal frameworks directly into the editor and customize font parameters, color properties, or bullet layouts.

  • Login & Registration Emails: These templates send automated verification codes to customers trying to access your portal or website widget. To customize their visual aesthetics, navigate to the dedicated Marketing lesson.

  • Cookie Settings: Toggle this block to replace the platform's standard banner text with your own customized boilerplate cookie message. You can also assign a dedicated label (e.g., "View cookie statement") and input your website's secure destination URL.

  • Support Email Address: This designates the default customer service destination where members can submit trouble tickets or leave program feedback.

• Building a Cross-Platform Wallet Pass: Clicking Edit design launches an interactive smartphone visual workspace. A device selection toggle at the top of the interface allows you to view formatting differences between an Apple Wallet pass and a Google Wallet layout.

• Designing the Front Pass Layout: Your global branding color kit is applied automatically, but can be updated using explicit hex code blocks. You can customize the following layout elements:

  • App Icon & Title: You can swap out a generic business logo for a dedicated, square app icon and modify or hide the adjacent company typography title.

  • Cover Image: You can leverage your design team to upload a high-resolution custom program graphic or default to an elegant, high-contrast company logo block.

  • Dynamic Field Slots: The card face accommodates text fields that map to real-time account data:

    • Top Field: Defaults to the customer's unique email identifier. Swapping this slot to pull the user's First Name allows your point-of-sale staff to easily personalize interactions when scanning the card.

    • Left & Right Fields: Designed to highlight core program data. While keeping fields like Credit Balance or Tier active is recommended, you can toggle them off completely or map them to other custom metrics like Birth Date.

• Polishing the Card Details Page: If a customer taps the three-dot utility menu on their mobile pass, they flip the card over to a supplementary text pane. It is highly recommended to leave the primary unique identifier email visible here for offline employee lookups. You can also input direct customer service labels (such as "Send us an email") routed to your active help desk inbox.

• Geofenced Proximity Notifications: The Notifications tab detects your active business store profiles to set up hyper-localized alerts. When an active loyalty member walks within approximately 200 meters of an established brick-and-mortar storefront, their phone will trigger an automated push notification. Keep these copy lines brief and punchy (e.g., "Hey [First Name], swing by while you're in the neighborhood" ) so text remains visible and completely un-truncated on small lock screens.

Dashboard Checklist

1. Navigate to Settings > Apps to open your core touchpoint workspace.

2. Populate your internal Terms and Conditions, paste your Cookie statement URL, and input your active Support email address.

3. Scroll down and click Edit design to launch the interactive mobile pass workspace.

4. Upload a high-resolution square asset for your Icon image, refine your card title branding text, and insert a crisp Cover image graphic.

5. Map your front-facing header slots to dynamic data fields (such as First name, Credit balance, and Tier), then customize the backend balance-change push notification alert templates.

6. Switch to the Details page tab to input your general customer-facing program explanations and embed your hyperlinked support email values.

7. Head over to the Notifications pane, type out a personalized proximity message using the contact's name token, toggle the geofence profile to Active, and click Save changes.