Template Design Tutorial

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

This tutorial walks you through creating a template using the Template Editor.

Note

The sample images on this page are for Google Pay templates. Please refer to each step's linked documentation for full detail for both Apple Wallet and Google Pay template options.

What You'll Do

In this tutorial, you will:

  1. Select a template to design.
  2. Configure the template's appearance and fields.
  3. 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. Open your project from the dashboard, then click Templates.
  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 initial view is expanded.
  3. Continue with the design steps below.

Design

Edit the template's appearance and fields.

  1. Configure the General Settings that apply to the entire template.
  2. Add Images. Click in the previewer to select each image, and make your changes.
  3. Edit the content and placement of the Fields. Click in the previewer to select a field and its configuration pane will display on the right side of the screen along with an indicator arrow.
    Important

    Google Pay Class fields are edited inline in the previewer. Clicking on a class field will not expose a configuration pane. See: Template Editor Overview: Google Class Fields.

  4. Click the Save button at any point during the design process.

Next Steps

Send Test Pass

Send the pass to yourself so you can preview it on a mobile device. See: Pass Distribution Methods: 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 dashboard.

Tutorials