How to configure a Loyalty Card

Configuring a loyalty card

To enhance your customers experience, personalize your loyalty card with Apple and Google’s templates. Customize colors, images, and more with The Wallet Crew.
Apple and Google have their own loyalty pass templates as you can see below :

• Apple version :

• Android version :

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

Apple : https://developer.apple.com/library/archive/documentation/UserExperience/Conceptual/PassKit_PG/Creating.html
Android : https://developers.google.com/wallet/retail/loyalty-cards/resources/template

With The Wallet Crew, you have the possibility to personalize your event ticket with your company image. Each card follows the same layout as shown below. You are free to modify as you wish.

Let’s see in detail how to personalize each section!

Apple

Let’s take a look on the different section 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 texte 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.

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.

Color & Image

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 Field

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.

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. To do so please refer to your tech team to find which dynamic value you have to write.

Back Fields

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.

Other sections

On Apple, you also have three other sections :

• Locations : Used for geofencing notifications. Please talk to your Wallet Crew contact to activate it.
• Beacons : Also used for geofencing notifications. Please talk to your Wallet Crew contact to activate it.
• NFC : A feature that allows customers to exchange digital content, and connect electronic devices with a touch. Please talk to your Wallet Crew contact to activate it.

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

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:

• Some fields such as “issue” and “program name” are mandatory
• 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
• Dynamic values (e.g., {{firstName}}) should be placed in dedicated dynamic fields. ‘Label’ fields are intended for static text only.

General section

On the general section, you have three mandatory field 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)

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 or to display a piece of information.

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

Color & Image

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.

Account

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

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).

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.

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.