Use the Member Card analytics and reporting tabs to review delivery, user interaction, and digital wallet pass management for your automation.

The analytics and reporting view is organized into six tabs, each focused on a specific part of the automation lifecycle:

Delivery: Displays delivery performance by channel, including SMS and email delivery status breakdowns.
Performance: Shows how many passes were generated, sent, and added to digital wallets, including channel distribution.
Pass Holders: Lists subscribers who were issued a pass, including pass status, timestamps, filtering, and search options.
Automation Overview: Summarizes the automation configuration, including delivery channel, recipients, applied filter, coupon expiration date, and pass preview for iOS and Android.
Participants: Lists users who interacted with your automation, including their ID, last activity timestamp, and participation count.
Wallet Pass: Shows member card usage insights, including wallet conversion and OS distribution by mobile platform.

Delivery tab

The Delivery tab shows the Messages by Status chart, which helps you assess the automation delivery flow.

For Member Card automations, the top of the Delivery tab includes two KPIs:

SMS Sent: Total number of SMS messages sent successfully.
Email Sent: Total number of email messages sent successfully.

The chart adapts based on the channel used for delivery: SMS or Email.

To understand the meaning and logic behind each status, refer to the documentation for the specific delivery channel.

Performance tab

The Performance tab provides a visual overview of the automation’s effectiveness across pass generation, communication, and wallet usage metrics.

At the top of the tab, a KPI card displays this metric:

Opened URL Link: Total number of unique clicks received by the automation’s ShortURL. When a user clicks the link that contains the member card, it counts as one opened URL. Use this metric to understand how many recipients accessed the interactive experience.

Below the KPI, a horizontal funnel chart shows the flow of user actions across three stages:

Total Passes Generated: Number of digital passes created and made available to users. This number typically matches the number of member cards sent, assuming one pass per recipient.
Sent: Number of messages successfully sent through the delivery channel selected during automation setup.
Passes Added to Wallet: Number of users who successfully added the Member Card to Apple Wallet on iOS or Google Wallet on Android.

Pass Holders tab

Automations that generate wallet content, such as Member Card, show the digital wallet items added to subscribers’ wallets in the Pass Holders tab.

The tab displays a table that includes the subscriber’s platform ID. This ID also becomes the Pass ID, because both are associated with the subscriber attributes used to generate the pass.

You can filter pass holders with these options:

Search by: Select which table column to search.
Search textbox: Enter the Subscriber ID, Pass ID, pass status, or Last Updated value, depending on the option selected in the Search by dropdown.
Fields Visibility: Display additional fields in the table beyond the default fields. The available fields come from the values used to generate the automation. For example, an automation with unique values for Name and Phone would show those fields in Fields Visibility.

The Pass Holder table shows these columns:

Subscriber ID: Unique identifier of the subscriber.
Pass ID: Unique identifier of the pass.
Status: Current status of the pass.
- ADDED: The end user downloaded and added the wallet pass to their wallet.
- NOT_ADDED: The end user downloaded the wallet pass but has not added it to their wallet.
- REMOVED: The end user removed the wallet pass from their wallet.
Last Updated: Date and time when the last wallet activity was recorded for that subscriber.

Add a new pass holder

Use Add New Pass Holder to add pass holders from the analytics and reporting section. After you select this option, the platform opens a flow similar to standard broadcast creation and displays a consent dialog for confirmation.

Complete the four-step flow to add the pass holder.

In the Delivery step, define the channel used to send the pass and the corresponding sending number or email address.
In the Message step, include the pass URL in the message.
Include the personalized field that corresponds to the pass: UniquePass_URL.
In the Pass Holders step, define the subscribers who will receive the passes from the available options.

The pass holder list follows the same audience targeting approach used for broadcasts and automations across the platform. In this flow, you do not need to complete field matching.

Automation Overview tab

The Automation Overview tab shows how the automation was configured and how the message content appeared to recipients.

Delivery Channel: Channel used to send the automation, such as SMS, Email, or Subscription Form.
Sender: Sender type selected during automation setup and used as the sender of the notification message.
Recipients: Number of recipients who received the automation.
Applied Filter: Filter type applied to the automation audience.
Coupon Expiration: Configured expiration date for the coupon.
Throttle Configuration: Rate at which messages were sent, based on the slider configuration.

Participants tab

The Participants tab provides a detailed view of individual user engagement throughout the automation. Use this tab to analyze how each user interacted with your automation and segment audiences based on participation level.

The tab also supports optional winner selection features available in most automations, which you can use for prize-based incentives.

To learn how to configure and use this feature, see Participants.

Wallet Pass tab

The Wallet Pass tab provides insight into user engagement with the digital wallet cards included in your automations. It includes two visualizations that help you understand how recipients interact with the wallet feature and which devices they use.

Wallet Conversion Graph

The Wallet Conversion Graph shows the lifecycle of the wallet pass after a user clicks the automation URL. It tracks users across three stages:

Downloaded: Users who clicked the URL and downloaded the pass but have not added it to their mobile wallet. This is the initial interaction point after accessing the member card.
Added: Users who successfully added the wallet pass to Apple Wallet or Google Wallet. This stage confirms a higher level of engagement.
Removed: Users who manually deleted the wallet pass from their wallet after adding it. Use this data to evaluate pass retention and the perceived value of the offer.

The chart uses colored sections within a square to show the proportion of users in each state, helping you quickly identify user behavior trends.