Guides

Edit Passes

In this page you'll learn how to edit a pass.

To access this page, expand the menu item Loyalty and click in Passes:

menu

From the list of passes, select the pass you want to update:

pass in list

In that page you'll find the pass wizard, which is divided in six different tabs like the ones shown below:

tabs

Setup

In this tab you will need no longer be able to change the template you are using. You can however change the Organization Name:

organization

You will also be able to change the Description:

description

Redeem

In this tab you will be determining how your pass can be redeemed or when it will expire. Start by selecting between in the Redeem Options selector:

redeem options

If you select Redeem Pass N Times you will need to also provide the number of times the pass can be redeemed:

redeem limit

Optionally, you can also provide a date where the pass will automatically expire, independently of the redeem options:

expiration date

Relevance

In this tab you can optionally provide information that will be trigger the pass to be shown in the lock screen based on location or time. If you wish to prompt the pass in the lock screen when user is near one or more locations (up to 10), you search for any address or any of the geo-zones, POI's, cities or countries you've created in the field below:

pick locations

Simply search for any of the options available like shown below:

search locations

As you click in the locations you want to add, they will be displayed like the following:

selected location

For each location you add, you can also define which text should show in the lock-screen whenever a user is in the vicinity. This is done by inserting a value in the following field:

relevant text

If you add locations, you can also specify a maximum distance within which those locations will be relevant. By default we will use 500 meters as we consider this a reasonable value but you can choose to change that value:

max distance

Additionally if have BTLE beacons, you can also use them as a relevant lock-screen trigger for your passes. Toggle in the option below to include beacons (up to 10):

use beacons

Then to add beacons, click in the Add a beacon? link from the following section:

beacons empty

By default we will add an entry using only the Proximity UUID for your app, like shown below:

beacon entry

If you want, you can also add a Major and Minor to achieve fine-grained precision for these lock-screen messages. For each beacon, pretty much like locations, you can also provide the text that will be shown in the lock-screen:

relevant text

Please note that only passes added to the user wallet, will be prompted in the lock screen based on this data.

Design

In this tab you will be able to change the look and feel of your pass. These settings are already configured by the template you use but you will be able to change for each individual pass. The artwork used by your pass will depend on the type of pass:

artwork

Finally, you can also change the colours used by your pass:

colours

Fields

In this tab you will be able to change the values for the all the fields added to your pass (if any). It is mandatory you fill in all the fields in a pass. Go ahead and change any value in your fields:

pass fields

Optionally if you wish to add a machine-readable object that a companion app can access (this data will not be visible for the user) you can include a JSON object in the following field:

user info

This data can be used to include information that an app can make sense of. For example in a member card this object could contain the preferences of the user to help staff know what a customer usually likes.

Barcode

In this tab you'll find the unique identifier used as a barcode in your pass. You will no longer be able to change it since this is what universally identifies a pass within your app.

barcode

As you change your pass, you can see a preview of what it will look like, by clicking in the Preview button:

preview button

This will open a window like the one below, allowing you to preview how your pass looks like:

preview pass

And once you are ready to update your pass, click in the Save button:

save button

In this page you will also be able to jump to the push message composer and quickly distribute a pass via a push notification. To do that expand the Options menu and click in Send in Push Message:

options send message

You can also download the .pkpass file. These file format can be opened in an iPhone or MacOS desktop. To do that expand the Options menu and click in Download:

options download

You can also quickly access shareable URLs that can help you distribute a pass via email or any web page. To do that expand the Options menu and click in Share Pass:

options share

This will open a window as follows:

share

This window will allow you to copy these links and share them in a website or email client.

Finally, you can also delete the pass. To do that expand the Options menu and click in Delete:

options delete

When you delete a pass that already has been added to a user wallet it will automatically void that pass.