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Getting Started: Your First Wallet Pass

Go from installed package to a live pass on your phone in about 30 minutes. You'll build a template, map it to a Contact, generate a pass, and send your first push notification.

On a free trial? If you installed Kemicard via Get It Now (free for 30 days in your sandbox), this walkthrough is your first hour. Not installed yet? Test drive Kemicard in our hosted org with zero setup.
Fastest start: install with the Sample Data option to get the Woofly Membership Pass reference template plus five ready-made example flows — then follow along by cloning rather than starting blank. Video walkthroughs: Loyalty template · Event template · Updating a template.

1. Create a template

  1. Open the Kemicard Templates tab and start the guided template flow (don't create records directly with the raw New button — the guided flow sets required structure).
  2. Choose Contact as the driving object. Sample records power the live preview; if a sample record lacks a value the builder shows (empty).
  3. Set the Display Header Field (required), brand colors, logo, and strip image.
  4. Map fields: member name, member ID, tier, expiry, and the barcode value field.
Tip: The pass display name combines the template name and source record name — name templates the way you want members to read them.
Kemicard Template Builder — creating a new template
Creating a new template in the Builder
Kemicard Template Builder — entering template details
Template details and metadata configuration
Kemicard Template Builder — mapping a dynamic field
Mapping a dynamic field
Kemicard Template Builder — live pass preview
Live preview before publishing

2. Generate a pass

Open a Contact and use the Generate Pass action. Kemicard creates the pass record, calls the backend, and writes the add-to-wallet URL back to the record.

Contact record → Generate Pass → template: "Demo Member"
→ Pass URL field populates within seconds

Open the URL on a phone: iPhone offers Add to Apple Wallet; Android offers Save to Google Wallet — same link, device-detected.

3. Send the enrollment email

Configure the Kemicard email template (branding, copy, layout) and set it on your Configuration. The email carries the wallet download link, with an option to attach the pass file.

Important: the Configuration must always have an email template set — removing it breaks Bulk Actions with an immediate error.

4. Make a live update

  1. Change a mapped field on the Contact (e.g., tier from Silver to Gold).
  2. Watch the installed pass refresh on the phone — typically within seconds, via the real-time event pipeline.

5. Send a push notification

From the pass record (or a Flow, or Bulk Actions), send a custom message. It lands on the lock screen on both platforms.

Platform behavior: if Apple Wallet is open when the message arrives, iOS shows it on the back of the card instead of a pop-up; lock-screen delivery is normal. Apple also suppresses a notification if the message text is identical to the previous one.

6. Automate with Flow

Wrap the same actions in a record-triggered Flow so passes issue themselves:

Record-Triggered Flow on Membership__c
  WHEN Status changes to "Active"
  → Action: Kemicard Generate Pass (template by tier)
  → Action: Send enrollment email

Five sample flows ship with the package (with the Sample Data option): Send Membership Pass (core), Send Membership Pass From Checkbox, ContactMessagingScreenFlow, Update Contact Google and Apple Wallet URL, and Kemicard Expired Member Scan Processor. Clone and adapt them — the full breakdown is in the Flow Integration guide.

Kemicard Generate Pass action in Flow Builder
The Generate Pass action in Flow Builder
Kemicard authorization success screen
Authorized and ready to generate passes

Where to go next