PassKit Membership on Zapier offers powerful triggers that can simplify your workflow and enhance your membership or loyalty program management. In this help article, we'll guide you through the available triggers and provide examples of how you can use them to automate various tasks.
Triggers Available in PassKit:
New Enrolment:
Trigger: Activates when a new member enrolls in a membership program.
Use Cases:
Welcome Emails: Automatically send welcome emails with pass links via your email marketing software.
CRM Integration: Seamlessly add pass holder information to your CRM software.
New Update to Pass:
Trigger: Activates every time the pass record is updated in the PassKit database. This includes actions such as points added or removed, as well as check-ins and check-outs.
Use Cases:
Tier Adjustment: Adjust a user's tier based on pass changes in your Membership/Loyalty program.
CRM Update: Keep pass holder information up-to-date in your CRM software.
Check-In/Check-Out: Automatically send relevant emails, such as hotel details or visit surveys, based on pass changes.
Pass Installed to Wallet:
Trigger: Activates when a pass is installed to a wallet.
Note: This trigger depends on the Pass Holder being connected to the internet.
Use Cases:
Reward Points: Issue points to thank pass holders for downloading the card in your Membership/Loyalty program.
Pass Uninstalled from Wallet:
Trigger: Activates when a pass is uninstalled from a wallet.
Note: This trigger also depends on the Pass Holder being connected to the internet.
Use Cases:
Feedback Request: Automatically send surveys or emails asking for feedback.
Data Cleanup: Effortlessly delete the pass from PassKit and remove the pass holder from your CRM software.
Setting Up Your Zap:
For step-by-step instructions on setting up your Zap to leverage these triggers effectively, please refer to this help article.
With PassKit Membership on Zapier, you can streamline your operations, enhance customer engagement, and ensure your membership or loyalty program runs smoothly. Automate your workflows today for a more efficient and seamless experience!