When JeriCommerce provides a loyalty cards, we must be 100% certain that the customer is who they claim to be, using one of the contact methods they have provided to the platform to identify them.
Therefore, whenever an existing customer wants to download a loyalty card, it will always be sent to their inbox or phone number.
They will never be able to download the loyalty card with a password or any other method.
Additionally, as a secondary security layer, all the links to download a wallet pass are one-time use, based on JWT tokens.
This means that after the customer clicks on the link, it will no longer be valid.
This JWT (JSON Web Token) technology is a web standard that provides a modern way to authenticate users by creating signed tokens that are impossible to impersonate.
This is why the technology has become a standard today.
Only one process exists to download a Loyalty card, which does not require sending an email.
This process occurs when a customer registers for the first time from the web application. After completing the basic contact fields, the wallet pass is displayed for installation.
This is an opinionated solution from JeriCommerce based on our expertise, as one of the major barriers to engaging new customers in loyalty programs is the overcomplicated forms and processes. With our 3-step installation process, we ensure that customers do not get stuck in the process.
To ensure security in this process, we automatically send a confirmation email to the customer. However, you can change this configuration in the preferences section under customer flows.
You can obtain these links in various ways, such as from pre-built options, the features of different integrations, or through the API.
From our built in web app jeri.link the customer could follow the process to ask for is loyalty card, we send an email with the link to their registered email address.
This automatic email can be deactivated. For more information, please refer to the guide.
This feature is available in some integrations and can be activated from their settings, within the JeriCommerce admin area, under "Settings > Integrations". Select your integration, and you will see the feature toggle. You should activate it.
This feature automatically adds the link to each specific profile on the other platform as a custom property or meta field.
This makes it easy to send the link to your customers when using your email platform. Here the Klaviyo guide, or the Shopify guide.
Shopify Flows
On the Shopify flows, we have the action "Get download loyalty card link," which returns a direct download link based on an email. You can send this link via email, SMS, or any other integration available in Shopify flows.
This is the most customizable way to generate these types of links.. You can follow this guide to implement it.
This implementation allows deciding when the link should expire, instead of being a one-time use link.
All the links you send to your customers should always include UTM parameters to track where customers download their loyalty cards.
This is very useful for analysis.
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