Loyalty Card Template Configuration

To enhance your customers experience, personalize your loyalty card with Apple and Google’s templates. Customize colors, images, and more with The Wallet Crew.

Whether you are a new client who needs to create the template for the passes that will be distributed to your customers, or a master of The Wallet Crew who needs to update an existing template, this article will help you navigate to our template designer. The goal is to configure a pass template that will reflect your brand identity, display the right information to your customers, and ensure a seamless experience across Apple Wallet and Google Wallet.

Architecture

Apple and Google have their own loyalty pass templates as you can see below.

Apple

Google

Apple pass

Apple pass

Apple pass

Google pass

Google pass

Google pass

If you want to go further, find all the details of the two versions:

Apple:

Wallet Developer Guide: Pass Design and Creationdeveloper.apple.com

Android:

Loyalty Template  |  Loyalty cards  |  Google for DevelopersGoogle for Developers

How to configure it on The Wallet Crew

With The Wallet Crew, you have access to a template designer that allows you to personalize the loyalty cards you will distribute to your clients. Let’s see in detail how to personalize each section!

Apple

Let’s take a look at the different sections of the Apple template designer.

General section

On the general section, you have two mandatory field that you must fill :

• Description : a brief description of the pass, that will appear on the back on the card

• Organization name : the name of your company or brand

You also have the possibility of putting a text next to your logo, activate the sharing of the pass if you want your customers to be able to share it or not with other people, the “void feature” for the coupons, a relevant and expiration date that are used for event tickets.

You can also define the distance from a relevant latitude and longitude that the pass is relevant, for geofencing notifications.

The section where you can personalize the general information

Barcode

Choose the type of barcode that is compatible with your point-of-sale software. The barcode value corresponds to the identifiers that will allow you to identify the card with your terminal in the store. Finally, the alternate text can be used to display the barcode data in case the barcode cannot be scanned.

The section where you can personalize your barcode preferences

Colors & Images

To change the background color of your card, simply add the color code in the fields provided for this purpose. To add an image, upload it from your device.

Header Fields

This section is particularly important in the Apple version, as the cards are stacked on top of each other. Only the header of the card remains visible. Therefore, it is important that this section catches the eye and encourages clicking on the card, especially by displaying the most important information such as loyalty points, or other relevant information.

The section where you can personalize the header fields

Front fields

The front fields are the fields that are used to display information in the recto of the card, under the strip image. The label you will choose is the same for every user (per language), but you can customize the value to display the name of the customer or the number of points.

The section where you can personalize the front fields

To personalize the front fields please refer to your tech team to find which dynamic value you have to write.

Backfields

This section, located on the back of the loyalty card, includes several useful pieces of information for the customer:

• How the loyalty program works

• Available rewards

• Receipts

• Personalized offers and messages

• The ability to add links, such as the location of their favorite store, a link to update their account and preferences, access to the terms and conditions, etc.

The section where you can personalize the backfields

Other sections

On Apple, you also have three other sections :

• Locations : Used for geofencing notifications.

• Beacons : Also used for geofencing notifications.

• Associated store identifier : You can link your application if it's located on Apple Store

• NFC : A feature that allows customers to exchange digital content, and connect electronic devices with a touch.

Please contact your The Wallet Crew representative to activate these features

Once you’ve done some modifications, don’t forget to click on “save” on the top of your screen!

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Google

The Google template designer is a bit different than the Apple one.

Here are a few things you need to know before configuring your Google template:

1. Some fields such as “issue” and “program name” are mandatory

2. Google preconfigures the fields based on their intended values, so it’s best not to enter the customer’s name in the loyalty points field, for example, even if that’s how you’d like it to appear on the pass

3. Dynamic values (e.g., {{firstName}}) should be placed in dedicated dynamic fields. ‘Label’ fields are intended for static text only.

Let’s take a look at the different sections.

General section

On the general section, you have three mandatory fields that you must fill :

• Issuer: the name of the brand or company that issues the pass

• Program name: it appears on the front of the pass, it can be the name of your loyalty program for example

• State: the state of your pass (active, expired, completed, inactive)

The section where you can personalize the general information

Barcode

Choose the type of barcode that is compatible with your point-of-sale software. The barcode value corresponds to the identifiers that will allow you to identify the card with your terminal in the store. Finally, the alternate text can be used to display the barcode data in case the barcode cannot be scanned.

The section where you can personalize the barcode

Multiple devices and holders

When you configure a template, you need to decide whether the customer can share their pass or not. Regarding Google you have three option:

• Multiple holders: it means that the customer can share their pass with anyone

• One user all device: a customer but with several devices (a watch for example)

• One user one device

The section where you can decide whether a customer can share his pass or not

Colors & Images

To change the background color of your card, simply add the color code in the fields provided for this purpose. To add an image, upload it from your device.

The section where you can personalize the colors and images

Account

The account section is where you can put the name of the customer and his identifier.

The section where you can configure the names and indentifers of your customers

Please note that it’s an optional field and that you can’t put a dynamic value on the label field.

Additional links

This appears on the back of the card, you can put the link of a store or your website!

The section where you can add additional links

Loyalty Points, Rewards and Rewards Tiers

Those fields are used to set up the loyalty points, and the rewards or rewards tiers (status of the loyalty program for example).

The section where you can configure the points and rewards of the pass

Messages

This section, located on the back of the loyalty card, includes several useful pieces of information for the customer:

• How the loyalty program works

• Available rewards

• The ability to add links, such as the location of their favorite store, a link to update their account and preferences, access to the terms and conditions, etc.

The section where you can personalize the backfields of the pass

Value added opportunities

This section allows you to add a small section at the bottom of the loyalty card. This is used to display offers, or news.

The section where you can personalize the section at the bottom of the pass

Once you’ve done some modifications, don’t forget to click on “save” on the top of your screen!

FAQ

Do I need to save my configuration and update all the passes ?

Once you've done editing your template, you have two options:

• Saving your configuration without pushing an update on all passes: this is the best option is you have a lot of passes. You can save your configuration and decide to schedule an update during the night to avoid the impact of mass updating.

• Saving your configuration and pushing an update: this is the best option if you are doing some tests or have a few passes in your environment.

How to modify the configuration for another language?

You have the ability to modify the design of the pass for each language. If you click on "general" in the menu, you can add a language. You'll then see it appear on the template designer and will be able to edit it.