We need to embed the following elements into our platform to get you up and running. Below is a checklist of the items you can start planning.
Download the template to fill in and send to us.
Company admin
Name | Who is the person responsible for the Passcloud account, managing their organisation and team members. |
Company email of the person responsible. |
Organization details
Regions | A region represents specific markets or geographies. If you are adding physical stores or restaurants, each POS is assigned to a region.
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Teams | Teams transcend regions and categories. The team name identifies the team responsible for operating a campaign. When inviting team members, each profile will be assigned to their respective team.
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Categories | Categories define your different business lines enabling consistent activity reporting. Each campaign is assigned to a category.
Structure categories the same way that you operate your business, for example:  |
Sales channels
Online | Provide the URL of your online retail business. |
In-store (POS) | List the store addresses. |
Accepted in-store barcode type(s)
Barcode | For in-store purchases from the pass, tell us the barcode you support at the checkout counter. Choose what you would normally use for scanning a coupon. We support barcodes using QR, Aztec, PDF417 and Code128 formats. QR (quick response) codes are most popular. |
Once you are set up, you can create your first master pass and run your first campaign.
For any help you need, click on the button in the bottom right to chat with us.