Template Design Tutorial

After you create a new template, you are prompted to start building the template design, which includes configuring its appearance and field layout. You will also follow these steps when editing an existing template.

What You’ll Do

In this tutorial, you will:

  1. Select a template to design.
  2. Configure the template’s appearance.
  3. Configure the template’s field layout.
  4. Save the template.

Features and options are explained along the way.

Steps

Select a Template

If you just created a new template and clicked the Start Building button, your screen will be open to the Template Editor. You can skip to the Appearance step.

If you would like to edit an existing template:

  1. Choose your project from the Reach dashboard, then click Templates in the navigational header
  2. Click anywhere in a template’s row to see its expanded view, then click the Edit Design button. If you have only one template in the project, the intial view is expanded.
  3. Continue with the design steps below.

Appearance

Appearance step is where you configure icon and logo images, text, and colors. The page header displays the Appearance button in blue.


  1. Upload and configure images, enter text, and select colors.
    Hover over the question mark icon near each element for more detail. See the Reach Reference for image size specifications.

  2. Preview the template in the right side pane.
  3. Click the Field Layout button in the header, or Next: Field Layout in the lower right corner of the page.

Android Pay

Android Pay color schemes are not customizable, so you will only see the options for Logo Image and Full Width Image.

After specifying your logo image, the Android Pay system automatically determines the colors of your pass to match the image. To determine the background color, the system reduces your logo image to a palette of the most prominant colors, and of those colors, chooses the most “vibrant”:

Because these colors are ultimately determined by the Android Pay system, we cannot guarantee that the template displayed in the UI will perfectly correspond to passes on end users’ devices.

Field Layout

Fields are the placeholders for the key pieces of relevant information for each pass. Different project types have different field sets depending on the purpose, e.g., a Loyalty Card project might have a Point Balance field but not a Gate Number field like a Boarding Pass project would.

The page header displays the Field Layout button in blue.

  1. Drag fields onto the previewer to place them.

  2. Click a field name to reveal its configuration pane. You can click the field name in either the left side menu or the previewer.

  3. Enter field values, then click the Apply Changes button. You also have the options to Delete Field or Remove from this layout.

  4. Click the Save & Exit button.

When displayed on an end user’s device, text fields on an Android Pay pass will be truncated to the first four lines. The user must click on the field to display the full string. When editing templates, the previewer will always display the full text.

Next Steps

Send Test pass

Send yourself a Test Pass.

Generate Passes

You are now ready to generate passes based on your template. You can do so by using the Reach API, or by uploading a CSV file via the Reach dashboard.