RetailCRM integration

Prepare the following:

• Store name.
• Loyalty program name.
• Access to RetailCRM.
• In RetailCRM, confirm that the loyalty program is enabled and automatic customer registration is configured for it.
• Set activation conditions in the loyalty program. The activation fields in RetailCRM must match the fields in the Passquare signup form that customers fill in.

Use the self-serve setup guide.

Integration details

• Bonus accrual and redemption, and discounts, are configured and processed in your RetailCRM system.
• After a card is issued, the customer and card usually appear in RetailCRM within a few minutes to a few hours. The maximum delay is 24 hours. Timing depends on system load and the update queue.
• When the bonus balance or discount changes in RetailCRM, the information appears in Passquare and on the customer card after the card is refreshed in the Passquare account or on the customer’s phone.
• If phone number verification is required at registration, that process is connected on the Passquare side.