Adding Passbook Templates

You can create the following pass templates:

Boarding Pass Template: This template is appropriate for passes used with transit systems such as train tickets, airline boarding passes, and other types of transit. Typically each pass corresponds to a single trip with a specific starting and ending point.
Coupon Pass Template: This template is appropriate for coupons, special offers, and other discounts.
Event Ticket Template: This template is appropriate for passes used to gain entry to an event like a concert, a movie, a play, or a sporting event.
Store Cards Pass Template: This template is appropriate for store loyalty cards, discount cards, point’s cards, and gift cards.
Membership Pass Template: This template is appropriate for storing membership cards.

To add a Passbook Template, follow these steps:

Click the Add Pass Template button to open the Add Passbook Template screen.

The Add Passbook Template screen appears. By default, the Basic step is set to active.
Adding a Passbook Template involves following procedure:
Note: When you create a new pass, options relevant to the specific pass type are displayed.

Entering Basic Details.
1. Select Pass Type: You can view five blank Pass Type templates on screen. The distinct design of the template is at the top edge of the pass: Event tickets have a small cutout, and coupons have a perforated edge.
2. Based on your requirement, click the required template.
  
  Note: The preview of the Pass Template can be seen on the right side.
  
  The Front view and Back view of the selected Pass template are displayed as a thumbnail.
  
  Note: By default, the Front view is set to active. You can view the Back view through the Forward arrow. You can view the Front part through the Backward arrow.
3. Template Name: Enter an appropriate name for the Pass Template.
4. Organization Name: Enter the name of the organization that issues the pass type.
5. Pass Description: Enter a description for the pass that defines its objective.
6. Pass Certificate: Select the required certificate from the drop-down list. By default, the option is set to None.
  
  Note: Log in to developer.apple.com to create a pass certificate.
7. Pass Serial Number: The serial number is a string that uniquely recognizes the pass within the scope of its pass type. Select the required Pass Serial Number option from the drop-down list. By default, the option is set to an auto-generated serial number.
  
  Note: Serial number uniquely identifies the pass. No two passes with the same pass type identifier can have the same serial number
8. Group Identifier: Enter the unique pass group identifier. The option is applicable only for boarding and event passes.
  
  Note: Based on your requirement as a pass sender, you can define a group name. For example, a user has booked flight tickets through makemytrip.com, so you as an admin from makemytrip defines a group identifier as makemytripBoarding. All passes with the group identifier as makemytripBoarding are grouped on the device.
  You can also define different logical groups for sending multiple passes.
  
  If a grouping identifier is specified, passes with the same style, pass type identifier, and grouping identifier are displayed as a group. Otherwise, passes are grouped automatically.
9. Pass Timezone: Based on your location, select the timezone from the drop-down list.
10. App Linking: App Links is an open standard for deep-linking between mobile apps. Enter following details for App Linking if needed:
  1. iTunes Identifier(s): Enter the iTunes Store item identifiers for the associated app.
  2. App Launch URL: Enter a URL, which needs to be passed to the associated app when launching the app.
  3. Custom JSON Data: Enter the user information in custom JSON data.
  Note: Custom JSON data pertains to customer information for companion apps. The data is not displayed to the user.
  For example, a pass for a cafe can include information about the user’s favorite drink and sandwich in a machine-readable form for the companion app to read, making it easy to place an order from the app.
  1. Send Notification when Pass Issued: Select the option as SMS or Email when a pass is issued.
    
    The SMS and Email checkbox option fields appear.
    
    Note: By default, the latest pass is sent to the user by push message subscription.
    - SMS: Select the SMS option. The system displays the SMS Template drop-down list and the SMS Message text field.
      1. SMS Template: Select the required template from the drop-down list.
      2. SMS Message: Enter a message. * Email: Select the Email option. The system displays the Email Template drop-down list, Email Subject text field, and the Email Message text field.
      1. Email Template: Select the required template from the drop-down list.
      2. Email Subject: Enter an appropriate subject for the email message.
      3. Email Message: Enter the message.
      Note: You need predefined Email and SMS templates to compose messages. However, you can compose a new message from the text boxes provided.
      
      Important: Using #Email Pass link in the composed email message, will auto embed a link to download the pass.
      Similarly for SMS: #SMS Pass Link in the composed SMS message, will auto embed a link to download the pass.
11. Click Next to continue.

Entering Appearance Details.

The Add Pass Template – Appearance screen appears.

Adding Pass Template – Appearance involves the following details:

Background Color: To modify the default background color, click in the Background Color field.

A pop-up window of color swaths appears.
Select the color you want from the color palette.

The color value "#XXXXX" appears in the Background Color field. The color preview appears in the front view of the Pass template.
Label Text Color: To modify the default label text color, click in the Label Text Color field.

A pop-up window of color swaths appears.
Select a color from the color palette.

The color value "#XXXXX" appears in the Label Text Color field.
Value Text Color: To modify the default text color value, click in the Value Text Color field.

A pop-up window of color swaths appears.
Select a color from the color palette.

The color value "#XXXXX" appears in the Label Text Color field. The color preview appears in the Label Text field of the Pass template.
Icon Image: You can insert an icon image in the pass template through the two options: URL and Upload.
1. URL: Enter the URL, from where you can upload the image.
2. Upload: Select the Upload option.
  
  The + Add button to upload the image appears.
3. Click Plus Add to navigate to the location of icon and select it.
  
  The selected icon appears in the placeholder.
  
  Note: To remove the image, place your mouse over the image. The X icon appears in the extreme right corner of the image. Click the icon to remove the image.
Logo Image: You can insert a logo image in the pass template through the two options: URL and Upload.
1. URL: Enter the URL, from where you can upload the image.
2. Upload: Select the Upload option.
  
  The + Add button to upload the image appears.
3. Click +Add to navigate to the location of logo and select it.
  
  The selected logo appears in the placeholder. The preview appears at the specified location in the pass template.
  
  Note: To remove the image, place your mouse over the image. The X icon appears in the extreme right corner of the image. Click the icon to remove the image.

Footer Image: You can insert a footer image in the pass template through two options: URL and Upload.

URL: Enter the URL, from where you can uplaod the image.
Upload: Select the Upload option.

The + Add button to upload the image appears.

Click +Add to navigate to the location of image and select it.

The selected image appears in the placeholder. The preview appears at the specified location in the pass template.

Note: To remove the image, place your mouse over the image. The X icon appears in the extreme right corner of the image. Click the icon to remove the image.

Note: Based on the selected pass type, the images option varies as Follows:

Pass Template Type	Image options
Boarding Pass	Icon Image Logo ImageFooter Image
Coupon Pass/ Store Card	Icon ImageLogo Image Strip Image
Event Ticket	Logo ImageBackground ImageThumbnail Image
Membership	Icon ImageLogo ImageThumbnail Image

Suppress Shine Effect: To remove the shining effect from the uploaded image, select the checkbox.

Note: Fields with a red asterisk are mandatory fields.

Note: The Supress Shining effect option is available only for the storecard passes.
Click Next to continue.

Entering Front Layout Details.

The Add Pass Template – Front Layout screen appears.

Adding Pass Template – Front Layout involves following details:

Important: You can click pointers displayed on the right side of the Pass Template to navigate the respective sections, such as Header, Primary, Secondary and Barcode.

Header
Primary
Auxiliary
Secondary
Barcode

Header: By default, fields pertaining to Header are displayed on the screen. Enter details for the following fields:
1. Logo Text: Enter a text for logo.
2. Header Field Name 1: Enter a name for the Header Field Name. The name should be unique throughout the pass.
3. Field Label: Enter a value for the field label.
4. Field Data: Enter a value for the field data.
  
  Note: The entered value appears in the Label placeholder on front layout of the pass template.
  You can align the text left, center, or right in the field.
5. Change Message: Enter a change message in the Change Message field.
Advance Settings: Based on your requirement, select the option from the Data Type drop-down list.
Text

Based on your requirement, select the advanced data type as Text.

Number
1. Select the advanced data type as Number. The Number Format drop-down list appears.
2. Based on your requirement, select the option as Decimal, Percentage, Scientific or Spell Out.
Currency
1. Select the advanced data type as Currency. The Currency drop-down list appears.
2. Based on your requirement, select the required currency from the drop-down list.
Date or Date and Time
1. Select the advanced data type as Date or Date and Time. The Date/Time Format drop-down list, Display relatively checkbox and Ignore timezone checkbox appear.
2. Based on your requirement, select the Date/Time Format as Short, Medium, Long, Full or None.
3. Display relatively: If checked, the label’s value is displayed as a relative date; otherwise, it is displayed as an absolute date.
4. Ignore timzone: To ignore the current timezone, select the checkbox.
Based on your requirement, click the Add Field button to add additional header fields
Click the Delete icon to remove the added fields.

Primary

Click the Primary pointer displayed on the left side of the pass template.
The primary fields appear. Enter details for the following fields:
1. Transit Type: The transit type option is available for the boarding passes only. Select the required mode of transit from the drop-down list. The available options are: Generic, Train, Bus, Boat, and Air.
2. Primary Field Name 1: Enter a name for the Primary Field Name 1.
3. Field Label: Enter details for the following fields:
  - Value: Enter a value for the field label.
4. Field Data: Enter details for the following fields:
  - Value: Enter a value for the field label.
5. Field Data: Enter details for the following fields:
  - Value: Enter a value for the field label.
  - Change Message: Enter a change message in the Change Message field.
6. Advance Settings: For more details refer, Advance Settings
7. Based on your requirement, click the Add Field button to add additional header fields.
Click the Delete icon to remove the added fields.
Click the *Auxillary* pointer displayed on the left side of the pass template.

Auxiliary
The auxiliary fields appears. Enter details for the following fields:
1. Auxiliary Field Name 1: Enter a name for the Auxiliary Field Name 1.
2. Field Label: Enter details for the following field:
  - Value: Enter a value for the field label.
3. Field Data: Enter details for the following field:
  - Value: Enter a value for the field data. The added text appears in the auxillary section of the pass template.
  - Change Message: Enter a change message in the change message field.
Advance Settings: For more details refer, Advance Settings

Secondary
Click the *Secondary* pointer displayed on the left side of the pass template. The secondary fields appear. Enter details for the following fields:
1. Secondary Field Name 1: Enter a name for the Secondary Field Name 1.
2. Field Label: Enter details for the following field:
  - Value: Enter a value for the field label.
3. Field Data: Enter details for the following field:
  - Value: Enter a value for the field label.
  - Change Message: Enter a change message in the Change Message field.
Advance Settings: For more details refer to, Advance Settings
Based on your requirement, click the Add Field button to add fields.
Click the Delete icon to remove the added fields.

Barcode
Click Barcode pointer displayed on the left side of the pass template. The Barcode fields appear. Enter details for the following fields:
1. Barcode Type: By default, the barcode type is set to UTF-8 Code. Based on your requirement, select the required barcode type.
  
  Note: The Aztec, and QR are the square type barcodes. The PF417 is a rectangular type barcode. Select the Do not display a barcode option, if a barcode should not be displayed.

Adding Passbook Templates

Entering Basic Details.

Entering Appearance Details.

Entering Front Layout Details.

Header

Text

Number

Currency

Date or Date and Time

Primary

Auxiliary

Secondary

Barcode