This article will show how to set your project live, and what to expect when you do this.
When you create a project, it is set to Draft status. This allows you to develop and test your passes at no cost, and without using your own certificate.
When you are ready to go live you will need to have met the following requirements.
Setting your project live
This example will show how to set a Membership/Loyalty project live, however the process is the same for each pass type.
From the overview page
Find the Launch Box to the right of the analytics
From here you can change the name of the project (if you wish), and select the certificate to be used. When done, click on the launch button.
From the Projects list
Find your draft project and click on the 3 dots
Change the name of the project (if you wish), and select the certificate to be used. When done, click on the launch button.
That's it! Your project is now live.
What actually happens when your project is set live
When you click on the Launch button the Draft project is copied and the Live project is created. Any passes issued in the draft project will remain there, the new Live project will start from Zero.
What this means
If you have used the distribution link/QR code in any live environment, this will need to be changed to the new link.
If you have made an integration using Zapier, the parameters will need to be changed to reflect the new Live project
Likewise, if you have any development using the API, the parameters will also need to be changed to reflect the new project
Any users you have imported via CSV (including SmartPass Links) will need to be imported into the new Live Project.
Changes you make to the Draft project do not 'flow' through to the Live Project. i.e. there is no connection between a draft project and a live project. If you want to make changes to your live project then you need to make the changes in that live project and save it. Of course if you want to see what the change will look like before going live then you can play around in the draft project. BUT when you are ready to make the changes in the live project you must do that directly in the live project.
Once set live, a live project is NOT CONNECTED to the initial draft project.
You can see in the example below that my changes to the Draft project are not reflected in the Live project.