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How do iVend Passes work

   

Introduction

This section contains the information related to the Pass Book functionality and its usage in iVend Retail Management suite. Pass book integration is available for the iOS and Android based devices.

In order to use the passbook functionality user/Customer will be issued login credentials from CitiXsys. In the passbook functionality users will be provided with three sample templates from iVend i.e. as follows:

  1. Gift Card
  2. Coupon
  3. Loyalty Card

Sample templates can be used by the User/Customer for there operations. User can also create new template and Edit the existing template available in the logins.

For using the Passbook integration with iVend user have to check the following flag on the iVend Enterprise screen:

Is Passbook Integrated

Passbook Integrated

References:

Pass book functionality has been designed especially for the iOS and Android devices. Users have to install iVend Retail version 5.7 and onwards to use this functionality.

Setting up Passbook:

While login with the URL: pass.ivend.com and post specifying the login credentials user would be able to view the menu options as:

Passbook Setting

  1. My Templates
  2. My Passbooks
  3. Email Designer
  4. Certificates
  5. Imports

User can design certificates, coupons, and loyalty cards from the Designing tool available in the application.

On selection of the Gift Card user can see the existing Gift card template available in the system. Also user would be able to change or create a new template for the Gift Card.

My Templates:

To see the list of templates in the system, please click on My Template it will populate a screen as below:

Template List

Now to have a further view of the existing templates take the cursor on the name field over the row and it will populate a Pass like as shown below:

Passbook List

To edit the existing template click on the Edit option available on the row, it will open the form as shown below:

Barcode : Click on this option in order to change the barcode related settings.

Only two dimensional barcodes are supported in the Pass book and the barcode readers should also be 2D supported devices.

Passbook EditStyle :User can import/change the logo/background with this option for there pass book. User can import .png files for this setting. Below are the highlighted fields for your reference:

Template Edit

Header: User can change the Header of the Gift certificate/Coupon/Loyalty card from this option. Also can add/edit the text as per their organizational requirement and same will be displayed on the device of the customer.

Edit Passbook

As per the picture above user can change the “Logo Text” according to there choice, Balance can be given by the usre in order to display the same on Pass

Type Field : Keep the Type field as String.

Change Message : User can add the message in this area in order to send the notification to the customer. Message can be written between coats along with %@. At the end as specified below :

“Your Gift Card value has been updated %@.”

This notification could be in terms of Balance of the Gift Card etc.

Primary : In this setup user can specify the text which can be displayed on the Pass as mentioned in the below picture. Please follow the screen Highlighted in Red box.

Edit Passbook

Secondary :

This is the second level text which can be added on the pass like Customer name , Validity of the Pass etc. Refer the picture below with the highlighted fields:

Secondary

Auxiliary :  This is an optional field which will be displayed between secondary field and Barcode field over the POS. Here User can add some extra information to be populated over the Pass.

Refer highlighted fields in Red :

Auxiliary

Back :  This is again an optional field available on the Pass which will allow user to add  information at the back side of the Pass  and the content could be very long , For example user can add the Terms and Conditions for the Pass.

Refer highlighted fields in Red :

Optional Field

Locations :

Number of stores can be defined as locations in this (specifically the store locations) Pass , which will help the user to get an alert whenever the Pass holder (i.e. customer) passes through these locations or if the customer near to any of these geographic locations.

Number of stores can be defined as locations

After adding the locations to the Pass user can view the list of locations as mentioned in the above picture. Refer the text marked with red box.

My Pass Books

User can view the number of Passes which have been issued to the Customers as on date. Complete list will be visible to the user with the inclusion of Gift Card, Loyalty Card and coupons, for Example if 5 loyalty cards, 5 coupons and 5 Gift certificates have been issued then this means 15 Pass books are issued so far from the store.User can view the Name, Template, Type (Coupon, Gift Card etc.) for each customer.

Please find the below picture:

number of Passes in Passbook

Email Templates

With this functionality user can set the templates for sending the email notifications to the customers who all have been issued the Passes.

Email Templates

User can design his own templates by clicking on the Create Template button available on the screen. After creation of the same user can Save Template and use it for email notifications.

Create Template

My Certificate

User can view his Issued certificates in this section.

Statistics

In this user would be able to see the complete statistics related to the Passes which have been issued to the customers. Below is the picture for your reference:

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