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How to Create and duplicate a pass template for Wallet

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How to create a pass template on The Wallet Crew ?

The template is a pre designed structure, a model, that you will use to build your passes. Your passes will be linked to a template on which you will have worked on. You can have different templates depending on the design or information you need to display on the passes.

Creating a pass template is simple and quick. To do this, go to the Template section under the Wallet tab and click on “Create a new template”

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You will have several possibilities to create your template.

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Duplicate a template

If you click on “duplicate” you will be able to create a new template based on an existing one. It will retrieve its configuration, only the name will be different. You will then be able to modify your new template.

First of all, choose in the list the existing template you would like to duplicate and once done click on “ok”.

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Choose a new name to create a new template based on the one you selected in the list and click on “confirm template”.

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⚠️ If you decide to keep the same name you will overwrite the existing template you selected and linked passes will update on their next update. If this is what you want to do, click on “I confirm overwrite”.

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Import a template file

You can also create a new template by importing the configuration of an existing template. For example, if you worked on a template on your staging environment and need to put it in your production environment, you can export your template configuration in staging to import it in production.
⚠️ This only works with a template file from The Wallet Crew.

You first need to select the template you would like to export, click on the three dots on the right of the template and export configuration. You will see that a pttwc file has been downloaded.

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Go back to the creation of a template by clicking on “Create a new template” and choose “Import”.

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Click on “Upload (template.pttwc)” and select the pttwc file you just downloaded.

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Choose a new name to create a new template based on the file your imported and click on “confirm template”.

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⚠️ If you decide to choose a template name already existing on your template list, you will overwrite the template already existing and linked passes will update on their next update. If this is what you want to do, click on “I confirm overwrite”.

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Use a pre-built template

The Wallet Crew has created and centralized a template library that you can use to create your new templates based on your use case. If you use one of the pre-built template, your new template will have the same configuration as the pre-built one (colors, images, fields), and you will be able to keep the configuration or modify some elements. To access this library, after clicking on “Create a new template”, select “Use a pre-built”.

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You have the choice between customer card, event ticket, generic, gift cards, and offer templates. You can read these articles to find the type of card that suits your use case.

Before selecting the pre-built template you would like to use, you can see what the Apple and the Google version look like.

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Once you have made your choice, select your pre-built template by clicking on “Use this template”.

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Choose a new name to create a new template based on the pre-built one and click on “confirm template”.

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⚠️ If you decide to choose a template name already existing on your template list, you will overwrite the template already existing and linked passes will update on their next update. If this is what you want to do, click on “I confirm overwrite”.

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Start with AI

The Wallet Crew offers you the possibility of playing with an AI template designer to find inspiration and ideas before creating your new template.
Here are a few things to know before using this tool :

  • This tool is in beta mode, which means that it’s brand new and may contain errors
  • You need a Google account to access this feature
  • The template you create in the template designer can not be exported and imported on The Wallet Crew
  • The template designer is for now only in French

If you wish to use it, once you have clicked on “Create a new template”, select “Start with AI”.

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What’s next?

You new template is now created! To modify it, find your recently created template in the list of templates. To access the Apple version, click on the corresponding logo.

From this interface, you will have the ability to customize the loyalty card according to your needs:

  • Logo and colors of your company
  • Customer’s name
  • Primary, secondary fields
  • Backfields informations
  • Barcode for identification at the checkout
  • Strip

And much more.

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To customize the Android version, Simply switch by clicking on “Google”. You will have the ability, just like with the Apple version, to customize the fields and design of your pass template to your liking.

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To learn more about how to configure a template, you can read these articles !

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