Member Card

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 contains six tabs, each covering part of the automation lifecycle:

Delivery: Delivery performance by channel, including SMS and email status breakdowns.
Performance: Passes generated, messages sent, and passes added to digital wallets.
Pass Holders: Subscribers issued a pass, including pass status, timestamps, filtering, and search options.
Automation Overview: Automation configuration, including delivery channel, recipients, applied filter, coupon expiration date, and pass previews for iOS and Android.
Participants: Users who interacted with the automation, including their ID, last activity time, and participation count.
Wallet Pass: Member Card usage data, including wallet conversion and mobile-platform distribution.

Delivery tab

Use the Delivery tab to assess the automation delivery flow in the Messages by Status chart.

For Member Card automations, the top of the tab also shows these key performance indicators (KPIs):

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

The chart changes based on the delivery channel: SMS or Email. Refer to the documentation for the selected channel to understand each delivery status.

Performance tab

Use the Performance tab to review pass generation, message delivery, and wallet usage.

The KPI card at the top of the tab shows:

Opened URL Link: Total unique clicks on the automation ShortURL. A user is counted when they click the link containing the Member Card.

The horizontal funnel chart shows these stages:

Total Passes Generated: Digital passes created and made available to users. This number typically matches the number of Member Cards sent when each recipient receives one pass.
Sent: Messages successfully sent through the delivery channel selected during automation setup.
Passes Added to Wallet: Users who added the Member Card to Apple Wallet on iOS or Google Wallet on Android.

Pass Holders tab

Use the Pass Holders tab to view digital wallet passes issued to subscribers by wallet-content automations, including Member Card automations.

The table includes each subscriber's platform ID, which also becomes the Pass ID because both are associated with the subscriber attributes used to generate the pass.

Filter pass holders with the following options:

Search by: Select the table column to search.
Search textbox: Enter a Subscriber ID, Pass ID, pass status, or Last Updated value for the selected column.
Fields Visibility: Show fields beyond the default columns. The available fields come from the values used to generate the automation. For example, an automation with unique Name and Phone values displays those fields.

The table includes these columns:

Subscriber ID: Unique identifier for the subscriber.
Pass ID: Unique identifier for the pass.
Status: Current pass status:
- 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 of the subscriber's most recent wallet activity.

Optional: Add a new pass holder

Use Add New Pass Holder to issue passes from the analytics and reporting section. The platform opens a flow similar to standard broadcast creation and displays a consent dialog for confirmation.

Complete the four steps in the flow.

In Delivery, select the channel that will send the pass, then select its sending number or email address.
In Message, add the pass URL to the message.
Add the pass's personalized field: UniquePass_URL.
In Pass Holders, define the subscribers who will receive the passes.

Target the pass-holder list as you would an audience for broadcasts and automations. You do not need to complete field matching in this flow.

Automation Overview tab

Use the Automation Overview tab to review the automation configuration and the message content shown to recipients.

Delivery Channel: Channel used to send the automation, such as SMS, Email, or Subscription Form.
Sender: Sender type selected during setup for the notification message.
Recipients: Number of recipients who received the automation.
Applied Filter: Filter type applied to the automation audience.
Coupon Expiration: Configured coupon expiration date.
Throttle Configuration: Message sending rate set with the throttle slider.

Participants tab

Use the Participants tab to review individual user engagement and segment audiences by participation level.

The tab also supports optional winner-selection features available in most automations for prize-based incentives.

For configuration and usage instructions, see Participants.

Wallet Pass tab

Use the Wallet Pass tab to review engagement with the digital wallet cards included in your automations and the mobile platforms recipients use.

Wallet Conversion Graph

The Wallet Conversion Graph tracks the wallet pass lifecycle after a user clicks the automation URL:

Downloaded: Users who clicked the URL and downloaded the pass but have not added it to their mobile wallet.
Added: Users who added the wallet pass to Apple Wallet or Google Wallet.
Removed: Users who deleted the wallet pass from their wallet after adding it.

The chart uses colored sections in a square to show the proportion of users in each state.