The complete, screen-by-screen walkthrough of building a loyalty card template in Kemicard Studio — from New Template to a branded pass installed on iOS and Android. You will create the template record, brand the card, add a scannable barcode, and map the member fields that make each card personal.
Build a loyalty template, start to finish
Click here to watch the video walkthrough
Part 1 — Name the template and point it at your data
Everything on a loyalty card comes from a Salesforce record, so the first screen asks two questions: what is this template called, and which object does it read from. The Metadata Configuration field is the one to get right — it decides which record type the pass is generated from, and changing it later means remapping every field.
1. Access Kemicard Studio
Click "Kemicard Studio" to open the main design interface within Salesforce.
2. Start New Template
Click "New Template" to begin creating a new loyalty card design.
3. Open Template Pass Name Field
Click the "*Template Pass Name" field to specify the name of your template.
4. Enter Template Name
Enter "Loyalty card" as the name for your new template.
5. Open Description Field
Click the "*Description" field to add details about your template.
6. Add Template Description
Enter "Sample desc" to describe the purpose of the loyalty card template.
7. Open Organization Name Field
Click the "*Organization Name" field to specify the organization associated with the template.
8. Enter Organization Name
Enter "Kemicard" as the organization name for this template.
9. Access Metadata Configuration
Click the "*Metadata Configuration" section to set up data mappings for the template.
10. Select Contact Metadata
Click "Contact" to choose contact-related metadata for the template.
11. Confirm Contact Selection
Click "Contact" again to confirm the metadata selection for contacts.
12. Open Email Template Section
Click "Email Template" to select an email design associated with the loyalty card.
13. Choose Welcome Email
Click "Woofly Welcome Email" to use this email template for customer communications.
14. Proceed To Next Step
Click "Next" to continue with the template setup process.
15. Advance Setup
Click here to proceed to the following configuration screen.
16. Continue To Next Step
Click "Next" to move forward in the template creation workflow.
17. Save Template Progress
Click "Save" to store your current template settings.
Part 2 — Brand the card
Colour and artwork are set before any field mapping, because the preview panel renders live and it is easier to judge a layout against the finished colours. The primary colour is entered as a hex value; the images you upload here are the logo and strip that appear on both Apple Wallet and Google Wallet.
18. Open Color Picker
Click the color selector showing "#ffffff" to choose a new color.
19. Set Primary Color
Enter "#721313" to define the primary color for the loyalty card design.
20. Open Color Options
Click here to access additional color customization options.
21. Access Color Settings
Click here to continue adjusting color settings for the template.
22. Enter Color Keyword
Enter "google" to search or specify color-related settings.
23. Confirm Color Selection
Click "Done" to finalize your color choices.
24. Upload And Preview Passes
Click "Upload & Preview Passes" to add assets and see how the loyalty card will appear.
25. Complete Upload Step
Click "Done" to finish uploading and previewing assets.
26. Reopen Upload Preview
Click "Upload & Preview Passes" to revisit asset management and preview.
27. View Back Side Design
Click "Back Side" to edit the reverse side of the loyalty card.
28. Enable Back Side
Enter "on" to activate the back side design features.
29. Access Back Side Options
Click here to adjust settings for the back side of the card.
30. Finalize Back Side
Click "Done" to save changes made to the back side design.
31. Preview Passes Again
Click "Upload & Preview Passes" to review the updated loyalty card design.
32. Edit Front Side Design
Click "Front Side" to modify the front appearance of the loyalty card.
33. Enable Front Side
Enter "on" to activate front side customization options.
Part 3 — Add the barcode
A loyalty card is only useful at the counter if something can scan it. Apple and Google name their formats differently, so the two are configured separately — QR for the Google pass, PK Barcode Format QR for the Apple one — and both are pointed at the same source field so a single scan resolves to a single Salesforce record.
34. Open Barcodes Section
Click "Barcodes" to configure barcode settings for the loyalty card.
35. Choose QR Code
Click "QR_Code" to set the barcode type to QR code for Google passes.
36. Select Apple Barcode Type
Click "Bar Code Type (Apple Pass)" to configure barcode format for Apple passes.
37. Choose PK Barcode Format
Click "PK Barcode Format QR" to specify QR code format for Apple passes.
38. Open Barcode Options
Click "Select an Option" to pick barcode data source or format.
39. Choose Contact ID Field
Click "Contact ID" to map barcode data to contact identifiers.
40. Access Additional Settings
Click here to open further barcode configuration options.
41. Open More Settings
Click here to continue adjusting barcode or template settings.
Part 4 — Map the fields
This is the part worth slowing down for. Each slot on the card takes either a static value, which is the same on every card issued, or a field value, which is read per record. The programme name is static; the member's name, join date and expiry are not. A default value covers the case where the record has the field empty, which is what stops a card shipping with a blank line on it.
42. Enter Static Value
Click "Enter Static Value" to input fixed data for barcode mapping.
43. Specify Loyalty Program
Enter "YPL Loyalty" to define the loyalty program name for mapping.
44. Pick Field Value
Click "Pick Field Value" to select dynamic data fields for the template.
45. Enter Full Name Keyword
Enter "full " to specify the full name field for data mapping.
46. Select Name Field
Click "• Name" to map the name data field to the template.
47. Pick Another Field Value
Click "Pick Field Value" to add more dynamic data mappings.
48. Enter Member Keyword
Enter "member" to specify membership-related data for mapping.
49. Select Member Since Field
Click "• Member_Since__c" to map membership start date.
50. Save Data Mapping
Click "Save Mapping" to store your data field configurations.
51. Open Additional Options
Click here to access further template or data settings.
52. Access More Options
Click here to continue configuring the loyalty card template.
53. Enable Feature
Enter "on" to activate the selected feature or setting.
54. Enter Loyalty Program Name
Enter "YPL Loyalty" to specify the loyalty program for this template.
55. Pick Field Value
Click "*Pick Field Value" to select additional data fields.
56. Enter Member Keyword
Enter "membe" to specify membership-related data for mapping.
57. Select Member Since Field
Click "Member Since" to map the membership start date field.
58. Open Default Value Field
Click "*Default Value" to set fallback data for the template.
59. Enter Default Value
Enter "default" to specify a default value for data fields.
60. Pick Field Value
Click "Pick Field Value" to add more dynamic data mappings.
61. Enter Full Name
Enter "full name" to specify the full name field for mapping.
62. Select Name Field
Click "• Name" to map the name data field to the template.
63. Pick Field Value
Click "Pick Field Value" to continue selecting data fields.
64. Enter Expiration Keyword
Enter "exp" to specify membership expiration data for mapping.
65. Select Expiration Date Field
Click "Membership_Expiration_Date__c" to map expiration date.
66. Save Data Mapping
Click "Save Mapping" to finalize your data field configurations.
67. Save Template
Click "Save" to complete and store your loyalty card template.
The finished pass
Saving the template makes it available to issue. This is the same template installed on an iPhone and on an Android handset — one template, both wallets, no second design to maintain. The member's name and join date are read from the Salesforce record, so when the record changes the card changes with it.
Variation — show a points balance
Loyalty programmes that run on points need one extra field, and it is worth seeing because it uses both kinds of value at once: a static label that reads the same on every card, and a value beneath it. These screens come from a second recording of the same flow, so the template name and colours differ — the mechanics are identical.
1. Click to Add Static Value
Click here to add a static value to your Loyalty template configuration.
2. Click to Add Field Value
Click here to add a dynamic field value to the template mapping.
3. Select Enter Static Value
Click Enter Static Value to input a fixed value for the Loyalty template field.
4. Enter Static Value
Enter your organization name as a static value to display on the Loyalty.
5. Enter Points Label
Fill Points to label the points field associated with the Loyalty template.
6. Select Enter Static Value
Click Enter Static Value to assign a fixed numeric value to a field.
7. Enter Static Numeric Value
Enter 1500 as a static value to represent points or credits on the Loyalty.
Where to go next
- Add a photo or thumbnail — put the member's picture on the card.
- Create event templates — the same Studio flow for tickets and event passes.
- Update a live template — change designs already in the field.
- Automate issuance with Flow — issue loyalty cards when records change.
Background reading on the blog: loyalty card template design and how digital loyalty cards work. For the business case, see loyalty programs.
