Setting up Push Notifications for Wallet cards

A wallet card is a digital loyalty or membership card stored in Apple Wallet or Google Wallet. Wallet Push Notifications let you send messages directly to a member's lock screen via their wallet card. You can send Push Notifications manually to a segment or trigger them automatically as part of an Engage automation.

Prerequisites

• A published wallet card in Design Studio
• For automation Push Notifications: an active automation in Engage

Two ways to send Push Notifications

Manual send-outs

A manual Push Notification works the same way as sending a manual email in Engage. You define the audience, write the message, and send or schedule the send-out.

1. Navigate to Messages > Wallet > Manual sendouts in Engage and create a new send-out.
2. Click Design to start designing your message.
3. Select the wallet card.
4. Write your message — maximum 125 characters.
5. Add personalized fields if needed, for example member name or voucher value.
6. Set localization if your card is used across multiple markets.
7. Configure display conditions if you want to send different messages to different members based on their data — see below.
8. Select your audience using the Engage segmentation engine.
9. Set your send date and time.
10. Review and activate the send-out.

Scheduling

1. In the main send-out interface, select your recipients in the Targeting section.
2. Set a local send time under the Send date and time section.
   • Activate the distribution toggle to spread the send-out across a time period rather than sending all at once.
3. Click Schedule to queue the send-out. Engage will send the correct variant to each contact at the specified time.
   • We recommend scheduling at least one hour in advance to give Engage time to process and prepare the send-out.
4. After scheduling, you can still:
   • Make last-minute edits to the design or localisation and make sure to publish any changes.
   • Stop the send-out if needed.

Sending

The send-out process will be done automatically according to your scheduling.

1. Starting one hour before the scheduled local time, recipients will be segmented. Calculations are done for each marketing variant and are adjusted by time zone.
2. The message will then be prepared in small batches where the dynamic elements, personalization, and tracking are added.
3. If you find a mistake it is still possible to edit the content while sending. In this case the already processed batches will not be changed, but following batches and markets with a later scheduled time will get the updated version. The changes take effect after the changes are published.

Automation send-outs

A Push Notification can be added as an activity in any Engage automation. It appears as the activity Send Wallet Push Notification in the automation flow and works the same way as adding an email activity.

1. Navigate to Messages > Wallet > Automation sendouts in Engage and create a new send-out.
2. Click Design to start designing your message.
3. Select the wallet card.
4. Write your message — maximum 125 characters.
5. Add personalized fields if needed, for example member name or voucher value.
6. Set localization if your card is used across multiple markets.
7. Configure display conditions if you want to send different messages to different members based on their data — see below.
8. Open your automation in Engage.
9. Select Send Wallet Push Notification as the activity.
10. Select the newly created automation send-out.

Display conditions

Display conditions let you send different messages to different members within the same send-out, based on their data at the time of sending.

Example use case:

• If the member has an active voucher → "Your voucher expires soon — use it on your next visit"
• If the member does not have a voucher → "New arrivals just in — come see what's waiting for you"

Setting up a display condition

1. In the Push Notification editor, click Add condition.
2. Select the customer attribute to evaluate.
3. Define the condition and write the corresponding message.
4. Add a default message as a fallback for members who don't match any condition.
5. Save.

Best practices

• Keep messages short and to the point. 125 characters is a short limit and members will see this on their lock screen without opening anything.
• Use personalized fields to make the message relevant to each member rather than generic.
• For time-sensitive messages such as expiring vouchers, use automation send-outs triggered by the relevant customer event rather than manual send-outs.