Loyalty
Engagement
Retention
Mobile Wallet
E-commerce & Retail
Use-CasesMobile Wallet Loyalty Pass - assign and update
Email
Email
SMS
SMS
Mobile Wallet
Mobile Wallet
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Mobile Wallet Loyalty Pass - assign and update

Automatically generate and keep a Mobile Wallet loyalty pass up to date based on contact registration and loyalty point changes.
Goals
Improve customer satisfaction and loyalty
Improve personalization and the customer experience
Gain a unified view of the customer
Industries
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Description

This use case enables brands to automatically issue a Mobile Wallet loyalty pass as soon as a contact joins the loyalty program. The pass is delivered instantly via email and SMS, ensuring easy access and high adoption without additional friction. Any change in loyalty points is reflected on the pass in real time, keeping customer data always accurate. This seamless experience increases transparency, engagement, and long-term loyalty without manual operations.

Implementation Effort

Impact on a goal

Assets

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Outcome
Higher engagement in the loyalty program
Real-time visibility of loyalty points for contacts
Stronger customer loyalty and repeat interactions

Detail user scenario

When a contact registers for the loyalty program, User.com automatically generates a personalized Mobile Wallet loyalty pass. The pass is immediately sent to the contact via email and SMS as an operational message, without checking marketing consents. Whenever the contact’s loyalty points change, the system updates the Mobile Wallet card instantly. As a result, the contact always has access to an up-to-date loyalty balance directly in their mobile wallet.

Step-by-step

  • 1
    Loyalty program registration event: The contact signs up for the loyalty program, triggering the event “Registration for Loyalty Program” with a defined scenario value. This event starts the automation flow in User.com
  • 2
    Mobile Wallet pass generation: Upon receiving the registration event, User.com generates a unique Mobile Wallet loyalty pass using contact attributes such as first name, contact ID, and current loyalty points
  • 3
    Pass delivery via email and SMS: The generated Mobile Wallet pass is sent to the contact via email and SMS with a short, wallet-compatible link. As this communication is operational in nature, marketing consent checks are not required
  • 4
    Real-time loyalty points updates: Whenever the Loyalty points attribute changes, the automation immediately updates the corresponding value on the Mobile Wallet pass, ensuring real-time accuracy
  • 5
    Scalable card updates and personalization: The automation can be extended to update additional attributes on the Mobile Wallet card, such as loyalty tier, VIP status, or points expiration date, allowing for advanced personalization and scalability
  • 6
    Send two different campaigns based on the activity.

Detail user scenario

Step-by-step

  • 1
    Loyalty program registration event: The contact signs up for the loyalty program, triggering the event “Registration for Loyalty Program” with a defined scenario value. This event starts the automation flow in User.com
  • 2
    Mobile Wallet pass generation: Upon receiving the registration event, User.com generates a unique Mobile Wallet loyalty pass using contact attributes such as first name, contact ID, and current loyalty points
  • 3
    Pass delivery via email and SMS: The generated Mobile Wallet pass is sent to the contact via email and SMS with a short, wallet-compatible link. As this communication is operational in nature, marketing consent checks are not required
  • 4
    Real-time loyalty points updates: Whenever the Loyalty points attribute changes, the automation immediately updates the corresponding value on the Mobile Wallet pass, ensuring real-time accuracy
  • 5
    Scalable card updates and personalization: The automation can be extended to update additional attributes on the Mobile Wallet card, such as loyalty tier, VIP status, or points expiration date, allowing for advanced personalization and scalability
  • 6
    Send two different campaigns based on the activity.

How to implement it?

Implementing use case automation involves several key steps and tools. Here's a comprehensive ressources to get you started:

Used Modules

Pop-Ups

Collect information from your visitors and navigate them on the website.

SMS Messages

Automate SMS delivery based on user actions or specific conditions.

Push Notifications

Delivers personalized notifications to users of your website (webpush) or app (mobile push).

Email Marketing

Send personalized emails that resonate with your users at the perfect moment.

Landing Pages

Easily design and customize landing pages that convert visitors into leads, optimizing the journey from click to action.

Embedded Forms

Get more data from users easily with embedded forms.

In-app Messages

Show pop-ups inside your mobile app to guide or inform your users.

Deals

Deals help you track sales opportunities and manage your pipeline efficiently.

Prerequisities
Step by Step Guide
Written by

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Recommended data structure
Contact Attributes
Contact attribute is a named data field that describes a specific property of a contact stored on its profile and used for segmentation, personalization, reporting, and automation.
Attribute name Attribute type
user_id (standard) string
email (standard) string
phone_number (standard) phone number
first_name (standard) string
Loyalty points (custom) integer
Events
An event is a custom piece of information about something your contact does.
Event name Event attributes
Send opt-in (string) scenario
Registration for Loyalty Program (string) scenario
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Join others who leveraged this use-Case
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Cheat Sheet
To bring your use-case to the next level check how you can use the following methods:
Implement the use case: Mobile Wallet Loyalty Card Registration Flow
Read more
You can add more attributes to be updated via automation depending on your use case
Warning
Things to take into consideration when leveraging this use-case
Use sms links shortener to avoid sending very long link (more than 1 sms)
Read more
Adjust the attributes in the loyalty card and the automation accordingly to your case

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