Digital Pass Member Experience [XTL v4]
Once you have implemented your Digital Passes, the member journey for receiving their new card will be as follows: Member joins a membership program. This can occur in either Altru or XTruLink. ...
Overview: Digital Passes [XTL v4]
To get started with Digital Passes you will first need to create a pass template. This template will hold the design (color, images, etc.) of your passes as well as fields selection and functional...
Customizing The Pass Template [XTL v4]
Navigate to Digital Passes > Templates. Click Edit to adjust a template. There are a few tabs with various settings. Overview The Overview tab allows you to preview your pass template and up...
Digital Pass Install Template (Email) [XTL v4]
Digital Passes are sent to members via email. Before configuring your automation settings for sending passes, you must create the email template design for members receiving their passes. You may ...
Digital Pass Configurations [XTL v4]
You may create as many Digital Pass Configurations as needed to fulfill your membership specifications. You define which membership levels are tied to the configuration. Configuration settings i...
Gift Membership Digital Pass Settings [XTL v4]
On the Configuration Settings page (Digital Passes > Configurations), you will see the option to Auto Send For Gift Memberships. Selecting this option will enable the Install Email to automatic...
Manually Send Digital Pass [XTL v4]
You can manually create a Digital Membership Pass for a Member by visiting their Member profile. To locate a Member profile, click Memberships in your Main Menu, search for the Member in question,...
Existing Members Install Message [XTL v4]
Scheduling Messages Sending passes out to your existing member base may be done in bulk. This should be scheduled for after the following tasks are complete: You have created and customized you...
Digital Pass Reminder Messages [XTL v4]
You may want to send a reminder emails to members who have already received the install email once, but have not yet downloaded their digital pass. This can be done via a Scheduled Message. Creat...