Integrations

Journey Sources

Overview

Strivve provides the capability for an integrated application to pass in cardholder card-on-file placement journey information (journey Sources) that delivers a fixed framework to answer the questions of How, Why, and Where the cardholder has begun their card placement journey.

The information is passed in the User Object with CardUpdatr or alternatively via the CardSavr API using the following example format:


  source: {
    type: "email",
    category: "campaign",
    sub_category: "AMCE FI Amazon Prime Day Campaign for card on file",s
    device: "mobile_app"
  }

Source Type

The How. Identifies the channel or method through which the cardholder interacted.

Property Values: TypeDescription
emailDelivered via email confirmation.
navigationAccessed through the online banking app through app-specific menu options or other navigations.
push_notificationSent directly to the carholder's device through an app.
promoIn-app banners or popups.
qr_codeAccessed by scanning a QR code in physical or digital media.
smsDelivered via text message to mobile device.
testOriginated from internal testing framework or tool.

One of the above pre-defined property values must be selected. If a value provided does not match, an error will be logged to the web console, and the reporting output will state “unknown” in the specified field.

Source Category

The Why. Defines the purpose or intent behind the interaction.

Property Values: SourceDescription
activationEncourage cardholders to activate new, reissued, or replaced cards.
card_controlsPromote features like locking/unlocking cards or managing spending limits.
campaignBroader marketing campaigns for card usage, spend growth, or education.
otherOther method (can be defined in the source_subcategory field). For example, a category that is being used that is not listed as a current pre-defined value. Context can then be added to the source_sub_category (see below).

One of the above pre-defined property values must be selected. If a value provided does not match, an error will be logged to the web console, and the reporting output will state “unknown” in the specified field.

Source Sub_Category

Additional Details of The Why. Custom text to provide any additional context if applicable.

Property Values: Sub_CategoryDescription
free-form textCustom text used to provided any additional context for selected category.

The maximum limit for the above property value is 32 characters. If a value exceeds the limit, it will be truncated in the reporting output.

Source Device

The Where. Specifies the platform or device through which the cardholder engaged.

Property Values: DeviceDescription
desktopInteraction occured via a desktop browser.
mobile_appInteraction occurred within a native mobile app.
mobile_webInteraction occured via a mobile browser.

One of the above pre-defined property values must be selected. If the parameter passed does not match the below, an error will be logged to the web console and internal server logs. Strivve will in turn detect the platform where the reporting output will be assigned as ‘desktop’ or ‘mobile_web’.

Reporting

This information will be sent through the Strivve platform and made available as part of the Strivve Partner Portal and Webhook Reporting with following new columns:

Field NameDescription
source_typeIdentifies the channel or method through which the cardholder interacted.
soure_categoryDefines the purpose or intent behind the interaction.
source_subcategoryCustom text to provide any additional category context if applicable.
source_deviceSpecifies the platform or device through which the cardholder engaged.

If you have any questions regarding this content, please Contact Us.

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