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Distributing Loyalty Passes to Customers

How to distribute loyalty passes to customers one-to-one or in bulk.

Madison Bunce avatar
Written by Madison Bunce
Updated over a week ago

Once your Loyalty Pass template is ready, the next step is to get passes into your customers' hands (or phones). You can do this one-on-one at checkout or in bulk using customer segments.

Option 1: Distribute In-Store (One-to-One)

This is the simplest way to get customers started right away while they’re shopping with you.

  1. During checkout, with the customer checked in and their cart open in Cashier, locate the loyalty options in the upper left of the screen.

  2. Click Enroll in Loyalty.

  3. Enter the customer’s phone number and email address.

  4. Select the Loyalty Pass checkbox and click Complete Enrollment.

  5. Flowhub will send the customer an email with a Loyalty Pass download link.

  6. If the customer is already enrolled, you can send or re-send their download link from the cart at any time.

💡 TIP: Encourage your team to offer the pass conversationally at checkout, e.g.
“Would you like to add our Loyalty Pass? You’ll get exclusive deals and points delivered to your phone.”

Option 2: Distribute in Bulk (Using Segments)

Bulk distribution is a great way to reach larger groups all at once.

  1. In Flowhub’s menu, go to Marketing > Segments.

  2. Select the customer segment you want to target.

  3. Click Send Loyalty Pass Invites.

  4. Review the recipient list and preview the invite email.

  5. Click Send Invites.

    • Flowhub will send download emails to customers in that segment who are enrolled in Loyalty and have an email on file.

⚠️ NOTE: An email address is required for a customer to receive their Loyalty Pass invite.

FAQ

Can I send a pass to a customer who’s already enrolled?
Yes — you can re-send their download link at any time from the loyalty section of the cart at checkout.

Do all customers in a segment always get the pass email?
No — only those who are enrolled in Loyalty and have a valid email address on file will receive the email.

Success!

You’ve distributed Loyalty Passes — whether individually at checkout or in bulk via segments. Now your customers can access rewards directly from their mobile wallets, making the loyalty experience seamless and rewarding.

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