In this guide you will find everything you need to setup WasHere in Engage.
This guide includes
- Creating an API key so WasHere can access Engage
- Creating a custom contact attribute to track and save which contacts has installed their wallet pass
- Creating an email template for wallet download links for both Apple Wallet and Google Wallet
- Creating automations to send wallet pass download links via email and SMS
WasHere Configuration
What you need provide in WasHere
- Which fields you want to display on the wallet pass
- Voyado API key
- Choose short link namespace, use when sending download links via SMS
- With
acmeas namespace,https://wshr.io/acme/ee2A2 - With no namespace,
https://wshr.io/ee2A2
- With
Voyado Setup
Create API-key
- Go to Engage Config hub
- Click Api connections
- Click Add connection
-
Fill out the form with the below values
In each dropdown menu, first select OtherName WasHere Type Wallet Pass - Click Save
Create Custom Attribute
- Go to Engage config hub.
- Click Custom attributes
- Click scroll down the list of existing attributes and click Add attribute.
-
Fill out the form with the below values
Name WasHere Wallet Active Id washereActiveType Checkbox Show in contact card panel or tab Contact properties Checkboxes Check: Read-only in contact card - Click Save
- Repeat above steps for
washereActivatedandwashereDeactivated, but use date as the attribute type.
Pass Download Request
Prerequisites
- Custom attribute described above.
1. Custom triggers
- Go to Engage config hub
- Click Custom triggers
- Click Create custom trigger
-
In the form copy and paste the below
Name WasHere pass download request TriggerId washereWalletPassDownloadRequestDescription A user has requested a WasHere wallet pass download link. - Click Next
- In the fields form create three new fields, copy and paste the below
-
#1 Apple Wallet URL
Name appleWalletPassUrlDescription Apple Wallet Pass URL -
#2 Google Wallet URL
Name googleWalletPassUrlDescription Google Wallet Pass URL -
#3 Wallet Page Download Url
Name walletPassDownloadPageUrlDescription Wallet Pass Download Page URL
-
- Click Save
You will not be able to edit after you’ve saved, so double check that everything is correct. If you made a mistake only Voyado’s customer support team will be able to delete the custom trigger to allow you to create a new one.
2. Create automation
The recommended setup is to send the pass via SMS and email. You always have the option to configure it however you’d like.
Steps
- Create an automation that sends an email and SMS according to this guide. Create email according to guide below.
- Edit the steps:
- Configure Send SMS: Add the copy you want and make sure to include
[[walletPassDownloadPageUrl]]to add the download link to the SMS. - Find the attribute WasHere Wallet Pass Active and select and then Yes.
- Configure Send email message > Choose the template you created.
- Configure Send SMS: Add the copy you want and make sure to include
- Double check that everything is to your liking.
- In the top-right corner, click Save.
3. Create the email
- When adding Activity > Send Email choose to create a new email template
- Design the email to your liking
-
When adding the Apple Wallet and Google Wallet download links use the buttons in the assets section below. The actual links you get by adding
[[appleWalletPassUrl]]and[[googleWalletPassUrl]]respectively.Make sure to NOT check the Google Analytics checkbox, the wallet links already includes proper tracking.
- When you’ve added the buttons and are happy with the design save the email template.
Integration overview
In the image below, "Retail Platform" refers to Engage.
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