If you meet any, or all, of the following criteria this instruction guide is for you:
You have a list of members (either in CSV format or the ability to get them in a CSV/spreadsheet format)
You want to create and email digital membership cards to all, or some, of them
You are not a developer, and have no access developers
You do not have time (or patience) to manually enrol each member one by one in the PassKit portal
To proceed you must have the following:
A PassKit account with a membership card already designed
Approximately 10-15 minutes of time
N.B. This may look like a long set of instructions but it's mostly images. Recommend reading through it from top to bottom and you'll see how easy it is.
Step 1 - Confirm the Welcome Email is Enabled
Confirm the welcome email is enabled and has the correct content in the email. This will ensure that your members receive an email with a link to their card.
Step 2 - Add a member manually for testing
Enrol a member manually by clicking on "Add Member" and enter details of a test member.
For this test member use your email address, or an email address you can access.
Step 6 - Confirm your card design and welcome email are as expected
Confirm you have received the email and the welcome email and the digital membership card looks EXACTLY as you expect. Taking particular note to the values on the card.
We strongly recommend you check on both iPhone and Android.
If anything is not as you expect, go back and change what you need in the design tab, the distribution tab or the settings tab. And then re-test.
Do not proceed until you are happy with the design of the card, the design of the email and you have the fields and data as you want in PassKit.
THIS IS REALLY IMPORTANT.
Step 4 - Open the CSV import pop up
From the Members table click the "Import CSV" button and a pop up will appear.
Step 5 - Add your CSV file to be imported
Drag and drop your CSV file or click to select a file.
This is the CSV file I am using.
Note - 'Tier' is a required field and must be included in your CSV. This field holds the Tier ID.
We'll show you the first 5 entries to confirm it's the correct file. Click "Next" to proceed.
Step 6 - Map your data
Next we can map the data in your CSV to the PassKit fields on your membership card.
Step 7 - Review and Submit
Click next and review your data mapping is correct, then click "Submit"
IMPORTANT: If your program is configured to send a welcome email, as soon as your click "Submit" and receive a success message all members will be uploaded and a welcome email will be sent to every email address in the CSV file.
You will receive an email with 2 files:
success.csv
error.csv
The success file will have a new column containing the Pass Id for the new member. The failure csv will have a column that states the error.
The members in the error.csv file have not been uploaded to PassKit. For each row you need to review the error and correct the problem in a new CSV file. Once corrected repeat step from Step 5. You should repeat from Step 5 until the error.csv file has no rows (i.e. no errors and all your members have been successful imported).
All done!