You can use omniPass to create Mobile Wallet ID cards for your customers which can be installed on any mobile device with one click.
You can integrate omniCustomers and omniPass products to create Mobile Wallet ID cards for your customers which can be installed on any mobile device with one click.
omniPass is a mobile wallet platform to engage with your customers on the go. You can create and manage Apple Wallet passes and Google Pay passes with dynamic updates and lock screen notifications.
Once integrated, you can easily manage thousands of individual digital IDs without having to update them one by one. All changes to the customer records are applied to all individual digital IDs installed on customer mobile devices. With our auto-push notification system Omnibasis ensures that all passes get a notification if the pass needs to be updated.
To complete the integration, simply connect omniCustomers to your mobile wallet design and send them a link to download the pass:
- Step 1: Configure customer fields.
- Step 2: Design mobile wallet pass.
- Step 3: Map omniCustomers fields to mobile wallet pass.
- Step 4: Distribute mobile wallet pass to your customers.
Configure Customer Fields
omniCustomers CRM solution provides a flexible way for you to manage your customer data. If there is a customer data that you capture and we do not have a field for it, you can configure it via Customer Custom Fields.
Learn how to manage Customer Custom Fields.
Design Mobile Wallet Pass
Next we design our mobile wallet pass. Learn in details how to design Mobile Wallet Pass.
Note: you want to use General or Gift Card Layout as the pass Type. It provides you with the best flexibility to map customer records to a mobile wallet pass. Learn more about layouts on Apple Devices and Google Pay Devices.
Map omniCustomers fields to mobile wallet pass
Next, we will map our omniCustomers fields to Mobile Wallet Design.
- Navigate to omniCustomers \ Settings.
- Select omniPass section.
- Click Pick, to select an existing Wallet Pass Design.
- Turn on Generate automatically if you want mobile wallet pass to be send to your customer when the new record is created.
- Map Mobile Wallet Pass field and Customer Fields.
Distribute mobile wallet pass to your customers
If your turned on automatic mobile pass creation in omniCustomer settings, pass will be created and emailed or sent via a link to a new customer.
Distribute a link
You can also navigate to customer list, find a customer you want and select Wallet Pass from options menu. A new wallet pass needs to be created if does not exist before it can be sent out.
Export a link
You can export customers to excel file. One of the columns will be a link to create or install the pass if its already created.
Navigate to omniCustomers \ Customers, and select Export from action menu at the top right corner.
View Mobile Wallet Passes
To manage and view all mobile wallet passes for your customer navigate to omniPass \ Wallet Passes.
Make sure your mobile pass design is selected in the top left corner.
The list of customers will be displayed.
You can use advance filter to narrow your list results.