> ## Documentation Index
> Fetch the complete documentation index at: https://docs.orbit.devotel.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Marketing hub console map — wallet passes, loyalty, and referrals in one place

> A map of the consoles under the Marketing hub — Wallet Passes, Loyalty, and Referrals — with what each one reads and controls, who it serves, the rollout order that works, and links to the in-depth guides and concept pages behind each console.

# Marketing hub console map — wallet passes, loyalty, and referrals in one place

The Marketing docs split coverage by surface — a deep guide for wallet passes, a model page for loyalty, a campaign setup walkthrough for referrals — because that is how the features shipped. Operators do not work that way. A tenant rolling out a retention program asks one question: *where do I set what?* This page answers it, collecting the consoles under the **Marketing** hub in the dashboard into one map, in the order you should touch them.

Every console below is a tenant-owned control — you set it for your workspace, and nothing applies until you turn it on. Each maps 1:1 to a route under `/marketing` in the dashboard.

## What the hub answers

The Marketing hub groups every control for the three retention surfaces that sit on top of your contact base: the cards your customers carry in Apple Wallet and Google Wallet, the points-and-tiers program those cards often display, and the referral programs that turn members into recruiters. One question brings an operator here — *what do my customers hold, earn, and share?* — and the hub answers it across three consoles.

There is also a fourth route you may land on without noticing. The bare `/marketing` path holds no console of its own: it exists so that nav surfaces that deep-link into the hub (command palette, links from Outbound) resolve cleanly, and it simply forwards to the Referrals console — the longest-standing tile in the group. If the hub ever grows more consoles, that route is where a tiled landing page would go; today, treat it as a synonym for Referrals.

## Console map

| Console                                        | What it reads                                                                                                                                              | Who it serves                                                                                                             | Docs                                                                                                                                              |
| ---------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Wallet Passes** (`/marketing/wallet-passes`) | Issued Apple Wallet / Google Wallet passes — loyalty cards, coupons, and event tickets — with their issue → update → void lifecycle and generation counter | Operators issuing or retiring passes and pushing content updates (new point balances, new offers) to already-saved passes | [Wallet passes guide](/guides/wallet-passes); [lifecycle model](/concepts/wallet-pass-lifecycle)                                                  |
| **Loyalty** (`/marketing/loyalty`)             | The points-and-tiers program configuration — earn rules and tiers — plus member point balances, adjust, and redeem actions                                 | Program owners designing how contacts earn and burn points; support agents answering "what is my balance?"                | [Loyalty program guide](/guides/loyalty-program); [model](/concepts/loyalty-program-model)                                                        |
| **Referrals** (`/marketing/referrals`)         | Referral programs — the reward definition, per-contact codes, visits and signups through the public link, and the leaderboard and payout state             | Growth operators running member-get-member campaigns end to end from the dashboard                                        | [Referral campaign setup](/guides/referrals-campaign-setup); [model](/concepts/referral-program-model); [API workflow](/guides/referral-programs) |

Every console is independent — there is no wrong first tile — but some orders waste less effort than others.

## Suggested rollout order

Touch the consoles in this order when you stand the surfaces up for the first time. Each step builds on the one above it:

1. **Wallet Passes** — issue the pass your customers will carry. A loyalty card with a scannable barcode is the membership artifact everything else hangs off; issue it before any points exist, because the pass id is what later balance updates target.
2. **Loyalty** — define earn rules and tiers once passes are live. Members see balances climb on the card they already saved, and the pass generation counter tells holder wallets to refresh — no re-save needed.
3. **Referrals** — with members enrolled and earning, add the member-get-member loop. Referral rewards can pay out in loyalty points, so the referral console reads the program the Loyalty console defines.

Steps 1–2 unblock a working membership. Step 3 turns membership into acquisition.

## Where the in-depth docs live

Each console has a workflow guide and a concept page behind it — the map above links them per row; here is the full list with what each adds:

* [Wallet passes guide](/guides/wallet-passes) — the end-to-end issue → deliver → update → void pipeline, with idempotency and campaign patterns.
* [Wallet pass lifecycle](/concepts/wallet-pass-lifecycle) — the three pass types, the generation counter as the holder-refresh signal, and the ledger the state machine is projected from.
* [Loyalty program guide](/guides/loyalty-program) — earn rules, tiers, preview, redemption routing, and carrying the card in wallets.
* [Loyalty program model](/concepts/loyalty-program-model) — why balances are a projection over the CDP event stream, not a separate ledger, and how tier ladders and overspend-safe redemption work.
* [Referral campaign setup](/guides/referrals-campaign-setup) — the same referral workflow run entirely from the dashboard, no API calls.
* [Referral program model](/concepts/referral-program-model) — program → code → conversion → reward, and how the public `/r/:code` redirect attributes signups.
* [Referral programs guide](/guides/referral-programs) — the API-side workflow: programs, per-contact codes, the leaderboard, and payouts through the incentives engine.

## Access rules

* **Every console is tenant-owned.** Programs, passes, codes, and balances live in your workspace only; nothing crosses tenant boundaries, and nothing applies until you create it.
* **Members need the matching permission.** Wallet-pass consoles accept API keys with `contacts:write` (reads accept `contacts:read`); referral and loyalty management follow the same workspace-role rules as the rest of the dashboard.
* **The bare `/marketing` route is not a console.** It holds no controls of its own — it redirects to **Referrals**, the longest-standing tile, so any link into the hub lands somewhere useful. Bookmark the console you actually use, not the bare path.
* **Old bookmarks still work.** The canonical module moved into the marketing namespace; `/outbound/referrals` and its program deep links redirect to the matching pages under `/marketing/referrals`.

## See also

* [Wallet passes guide](/guides/wallet-passes) — the full issuance pipeline, in depth.
* [Referral campaign setup](/guides/referrals-campaign-setup) — the dashboard-only referral walkthrough.
* [Loyalty program setup](/guides/loyalty-program) — earn rules, tiers, and redemption from the operator side.
* [Incentives ledger](/guides/incentives-ledger) — the payout engine referral rewards and loyalty redemptions settle through.
* [Inbox settings map](/inbox/settings-map) — the same console-map treatment for the twelve Inbox → Settings consoles.
