Watch this short video to learn how to scan a digital loyalty card using Square Point of Sale. Follow the instructions below
Video
Pre-requisites
Scenarios
Scenario 1: No Existing Square Reference ID
Unique Identifier: We'll use your PassKit Pass ID (PID) as the Square Reference ID. This ensures each customer has a unique identifier in both systems.
Integration Setup: Follow the steps below to set up your integration using PassKit's PID as the Square Reference ID.
Scenario 2: Square Loyalty Users with Reference IDs
Existing IDs: If you already use Square Loyalty, each customer likely has a unique reference ID in Square.
Alternative Setup: Check back soon for detailed instructions on integrating with existing Square Loyalty IDs. It will use Square as the starting point for your automation.
Contact Us: In the meantime, if you need help before the instructions arrive, please reach out to us.
Set up
Design your card
Use the PassKit portal design your loyalty card (or membership card).
Make sure the barcode content is encoded with ${pid}.
Design your data collection page to capture customer information during enrollment.
Ensure unique sign-ups
Set the External ID Autofill to "Email Address" or "Phone" to prevent duplicate enrollments.
Design your loyalty program
Follow Square's instructions to set up your loyalty program.
Develop your automation
Use the pre-made make template here
Map the Pass ID to the Square Customer Reference when creating new customers in Square.
Test and Training
Test 1: New Member Signup
Enroll a test user ay the Pass Distribution link.
Verify that the user's profile is created in Square with the PassKit PID as the reference ID.
Test 2: Same Member Signup
Try enrolling the same user again.
Confirm you receive the "External ID Error Message".
Test 3: Scanning at POS
Simulate a customer transaction using a test loyalty card.
Verify the Customer Record is correctly called up.
Ensure points/rewards are associated with the customer's account.
Test successful and unsuccessful scenarios.
Test 4: Staff Training
Train staff on scanning, troubleshooting, and handling customer inquiries.
Conduct role-playing exercises to ensure smooth operation.
Promote your program
Share the Pass Distribution link to allow your customers to sign up to your Loyalty Program.
