This article will show you how to choose the correct pass design for your digital loyalty card.
Terminology
Pass Design:
The common theme design for for the membership card.
Digital Loyalty Card:
A virtual representation of a traditional Loyalty Card, often used to prove membership, validate information access exclusive perks and store points.
Loyalty Card Pass Type:
A specific type of digital pass used to represent membership in an loyalty program.
Basic Loyalty:
A starting point for creating a digital loyalty pass from scratch.
Program Name:
The name of the project/program set by you.
Project:
A project refers to the either a Program (Membership/Loyalty), Campaign (Coupons) or Production (Event Tickets).
Project Overview:
The project overview provides a summary of your digital pass project in PassKit. This is the first page you see when clicking into the project.
What Kind of Pass Would You Like to Create?
Choose the pass type
From the project overview click on the "Create New" button.
Now shown is a selection of pre-designed options for you to choose from. We will be creating a Digital Loyalty Card which uses the Loyalty Card pass type.
I can either choose a pre-defined Loyalty Design that has already been created or the Basic Loyalty option if I want to start from the beginning,
I'm going to choose the Basic Loyalty option.
Name the Program
The next step is to rename the program to something more relatable to you.
Test
You can issue yourself a card to add into your Apple or Google Wallet and follow the progress of your card, see how each change affects the card in your wallet.
Issue a Membership Card
Navigate to the Members list and click on "Add"
Add the details to the form and click "Add" when done.
Add your test pass to your Wallet
When looking at the member list identify your test membership card, scroll right and click on "Other Actions"
Click on the "Pass URL" icon
Scan the QR code or use the Add to Wallet buttons to add the test pass to your wallet.
View the test pass in your wallet