Me&u Connect is a CRM connector for PocketPass, built on the sproutsend platform. Connect it and your Me&u contacts become wallet-pass holders, with install links and state written back onto each contact.
Turn it on first
Me&u Connect must be switched on for your account before you can use it. Open the Integrations hub and check the Me&u card - if it says the connector isn't enabled, contact support to have it turned on.
Connect
Once it's enabled, choose Connect on the Me&u card and authorise the connection. You're returned to PocketPass when it's done.
An account connects one CRM at a time. If another CRM is already connected, disconnect it first.
What connecting does
PocketPass syncs your Me&u contacts into the Customers directory, matched by email or mobile. Use Refresh customers on the manage page to pull them in after connecting, and to pick up new contacts later.
Me&u has no lists or segments. So you can't target notifications by list or segment on Me&u the way you can on Klaviyo or Mailchimp. Target by pass template or group tags instead - see Choosing an audience.
The custom fields PocketPass creates
PocketPass auto-creates five custom fields on your account and keeps them current per contact:
| Field | What it holds |
|---|---|
pocketpassId | The PocketPass ID |
pocketpassInstallUrl | The personal install link |
pocketpassAppleUrl | Apple Wallet link |
pocketpassGoogleUrl | Google Wallet link |
pocketpassInstalled | Installed - shows Yes or No |
Use pocketpassInstallUrl in your outreach - it's the personal install link, so the pass is created when the contact clicks it. The Add install buttons to your emails section on the manage page shows how to include it.
Install and remove as contact notes
Me&u has no events feature, so PocketPass records installs and removals as a note on the contact instead - for example [PocketPass] Pass installed .... The note appears on the contact's timeline, so you can see at a glance who added their pass and when.
Disconnecting
Disconnecting Me&u revokes PocketPass's access to your account. Your existing passes keep working, but no further sync or writeback happens until you reconnect.