How to configure and design your wallet pass
The wallet pass is your contacts' digital loyalty card: a personal QR code they save in Apple Wallet or Google Wallet and show at your counter. You design it once for your whole account, and every contact's pass follows that design with their own details filled in.
Contacts get the pass from the Wallet pass block in an email, or from the Wallet Pass buttons or QR code on a form's confirmation page. You can only add those form blocks to a private form, because a public form doesn't check that the visitor owns the email address they fill in. A public form that already has them keeps them. See Adding a voucher, gift card, points or a wallet pass to an email and How to create a form.
They can also get it from a link to your contacts portal, which opens a page where they log in and add their card to their wallet. That link suits a QR code at your counter. See How to get your contacts to the contacts portal.
Open the editor
- Click the gear icon at the top right of the dashboard to open Settings, then click Contact touchpoints under Communication. Only admins see Contact touchpoints.
- In the Wallet Pass section, find the Loyalty pass card and click Edit design.
The editor has 2 tabs, Design and Notifications. Nothing is saved until you click Save changes. Back leaves the editor and asks first if you have unsaved changes.
Above the preview you can switch between how the pass looks in Apple Wallet and in Google Wallet.
When your changes reach contacts' passes in Apple Wallet
A pass in Apple Wallet is a copy stored on the contact's iPhone. Saving a change doesn't update the passes contacts already have there. Each pass picks up your changes the next time Leat updates it, which happens when something changes for that contact, like earning points or redeeming a reward. New passes always follow the current design.
Design the front
Under Pages on the left, choose Front. Click a part of the preview, or open it in the panel on the right:
- Color: the Background color, Label color and Text color.
- Icon: use a square image.
- Cover image: use a wide banner of 1125 × 432 px. That's the space Apple Wallet gives the cover image, and it crops any other shape to fit. See Image sizes and shapes: what to upload where.
- Title and Subtitle. The subtitle only shows in Google Wallet.
- Top field, Left field and Right field: switch each one on with Visible, give it a Label and pick its Value, such as the contact's points balance or tier.
Add details to the back
Under Pages, choose Details for the information contacts see when they open the pass. Add General information blocks with your own Label and Value, Contact attribute blocks that show something about the contact, and contact details such as your email address, phone number and website.
Notify contacts when a field changes
The top, left and right fields each have a Notification after changing this field. When the field's value changes, for example after the contact earns points, the pass shows this message on their phone.
- It only works in Apple Wallet.
- The message has to contain the field's own value. The editor warns you when it doesn't: "This change message only works if it contains a reference to:", followed by the value to add.
- It's shown every time the value changes. You can't hold it back until a balance reaches a number, like 100 points.
Write it as news about the pass: the contact's new points balance, or the tier they've moved to. Apple's guidelines say to use a change message only for information people need to know, and never for marketing, because it interrupts them. A pass that keeps interrupting with offers is one contacts switch off or delete.
A wallet pass isn't a marketing channel
The pass is a card that carries a contact's information and updates itself when that information changes. Your pass shows a notification in 2 cases only: when a field's value changes, and when the contact is near one of your locations. There's no way to send pass holders a message of your own, whether to everyone or only to contacts with a certain balance or voucher. Send an email for that.
Updating a pass very often has a cost too. Apple doesn't publish a limit, but an iPhone can stop taking updates for a pass that changes too often, and the contact is then left looking at an out-of-date balance. That's one more reason the pass only changes when something changes for the contact.
Apple explains how passes, change messages and location relevance are meant to be used in its Human Interface Guidelines for Wallet.
Location notifications
On the Notifications tab you set a message per business profile, which Apple Wallet shows when a contact is near that location. Like the design, the text and the locations are stored in each contact's pass, so a change only reaches a pass the next time it's updated. See How to configure geolocation push notifications for your wallet pass.