Welcome to your go-to guide for launching and optimising mobile wallet campaigns using Litecard. Whether you’re running a Membership or Offers campaign, this checklist helps you stay on track and maximise engagement, sales, and CRM performance.
Core Goals
- Boost purchase frequency
- Drive online to offline engagement
- Create omnichannel experiences
- Reduce reliance on digital ads, apps, email & SMS channels
- Enrich CRM and increase AOV
Memberships – Project Checklist
When using mobile wallets for memberships, e.g. storing a rewards or loyalty card in your mobile wallet here are a few things you’d want to consider:
Integration
• API documentation and sandbox environment handed over to dev team
• Automating pass templates in CRM confirmation emails
• Displaying points, tier and offers balance on mobile wallet pass (if applicable)
• Feeding download status data back to CDP/CRM (phase 2)
• Implementing custom push notification logic (expiring offers) (phase 2)
Building designs
• Brand uses the dashboard to design membership tiers or templates
• Designs are handed over to development team to use in the integration
• Designs will also need to be loaded into the production account
• Add in up to 10 locations and the push notification message when people are near
Implementation
• Build broadcast email/SMS sequences for existing CRM members
• Branding approval or email/SMS broadcasts Internal UAT for broadcast: test in store scanning, buttons and QR codes work on email/SMS CRM automation
• Download and test each tier (checking barcode/QR code value and artwork)
• Dashboard training in sandbox environment Production handover (swapping out sandbox API for live ones)
• Prepare data migration (receive member numbers from client and provide download links)
• Send out bulk broadcast to existing customers to download pass
Store training and assets
• Phone/wallet mockup infographic to attach to the bottom of email comms
(for 2-3 months during the launch)
• In-store standing brochures and inserts for online orders (to encourage downloads)
• Store decals
Post go live
• Observe and measure success metrics such as AOV, revenue/customer
• Book WiPs to discuss key learnings and improvements
• Conduct alternative campaigns to encourage downloads and touch points (e.g. bonus offer)
Offers – Project Checklist
When using mobile wallets for offers, e.g. a coupon or voucher for redemption, here are a few things you’d want to consider:
Scope out
• Confirm campaign(s), success metrics and timelines
• Confirm emails/SMS or QR code are a viable distribution method
• Confirm barcode/QR code or manual code can be entered online or in store
Designing Campaign
• Dashboard training in sandbox environment
• Brand uses the dashboard to design user journey
• Designs will also need to be loaded into the production account
• Add in up to 10 locations and the push notification message when people are near
• Create or link T&Cs of promotion to digital card
• Finalise and test exact expiry date of coupon (time it expires and which timezone)
Implementation
• Build email/SMS sequences for existing CRM
• Branding approval or email/SMS broadcasts
• Internal UAT for broadcast: test in-store scanning, buttons and QR codes work on email/SMS
• Send out bulk broadcast to customers to download pass
• Prepare data migration (receive coupon/member numbers from client and provide download links, e.g. • some coupons may be linked to customer profiles)
Store training and assets
• Provide training assets to in store staff via about new initiative (optional)
Post go live
• Observe and measure success metrics such as AOV, revenue/campaign
• Book WiPs to discuss key learnings
Litecard = A New Channel
- Better than apps: less friction, more reach
- Better than SMS/email: higher open rate
- Better attribution for paid media
- Drive omnichannel success via:
- Push + POS
- Social Ads + Wallet
- Email + Redemption Data
Let’s change the way your brand connects with people. Unlock a defensible edge with mobile wallet marketing.
Email hello@litecard.com.au to get started!
