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Template Builder Guide

Design branded Apple Wallet and Google Wallet passes without code: layout, fields, images, barcodes, expiry rules, and template lifecycle management across orgs.

Step-by-step guides with video walkthroughs: Create a Loyalty template · Create Event templates & thumbnails · Update an existing template. Image sizes and mandatory fields are listed in the Architecture reference (logo 150×150, strip/hero 1125×294, all under 100 KB).

Builder basics

  • Build in the Kemicard Templates tab; sample records drive the live preview and the associated object is displayed on each template.
  • Display Header Field is required on every template.
  • One template renders to both wallets — Apple as a signed .pkpass, Google as a JWT-signed object.
  • Template count per org is a licensing control; contact support to raise it.

Multiple templates & tier switching

Create one template per membership level, event type, or campaign. A pass switches templates in real time when the assignment on the record changes — the standard pattern for tier upgrades, seasonal designs, and error states:

Flow: WHEN Member_Track__c changes to "Premium"
  → Kemicard Switch Template → "Premium Member Card"
  • Clone — duplicate a template for per-tier variants; change images and colors only.
  • Import/export — the standard path for promoting templates from sandbox to production, or across business units.

Images & dynamic thumbnails

  • Dynamic thumbnails — per-record images (member photo, tier art) with API control; supported on Apple and Google (Google requires v2.28+).
  • Strip image refresh — update the template strip image to promote a sale; installed passes refresh automatically via a record-trigger flow.
  • Secure private images — serve member photos securely on Google Wallet rather than from public URLs; enable per template. For URL-based personal photos, consider privacy law before using publicly reachable links.
  • Google image placement — image module placement affects rendering when secure images are enabled; compare before/after payloads if fields render oddly.

Back-of-pass fields & data detection

  • Add rich back-of-card content with tappable links to payment, support, or scheduling pages.
  • Apple applies default data detection when detector types are omitted; Kemicard supports URL, Phone, and Email detectors. Suppress detection when values get misread (e.g., a membership number rendered as a phone number).
  • Google auto-detects from prefixes: https://, tel:, mailto:.
  • Back-field content over 255 characters is validated by the builder.

Barcodes

  • QR is the default recommendation — reliable on both platforms and with the Kemicard Scanner.
  • PDF417 — use when you want a 1-D barcode look; scans reliably on Apple and Google passes.
  • Code-128 is not recommended — it is not reliably recognized by common scanner libraries.

Expiry & relevant dates

  • Set Expiry Date (fixed) or Relative Date (from enrollment) in Configuration; expired passes move to the wallet's expired section automatically.
  • Always set a relevant date on event tickets: Apple Wallet can archive event passes older than a year that have none. Pushing any update to an archived card restores it.
  • If expiry dates look wrong, audit the upstream data pipeline (forms, batch jobs, manual entry) before suspecting the package.

Multi-language & RTL

Create one template per language and assign by a language field on the record — proven in production including Arabic-market deployments. Test RTL layouts (Arabic, Hebrew) on physical devices; treat on-device layout QA as mandatory. Native multi-language support is on the roadmap.

Template design best practices

  • Design for the lock screen first. The header and primary field are what members see most — put the brand and the member's name there, not internal codes.
  • Keep labels short and uppercase. Wallet UIs truncate long labels; MEMBER ID beats "Membership Identification Number".
  • One template per audience, cloned from a master. Build your base design once, clone per tier, and change only colors and images — updates stay consistent.
  • Contrast-check both platforms. Apple renders slightly darker than the builder preview; Google applies its own field layout. Validate on physical devices before rollout.
  • Reserve the back of the pass for action. Renewal links, support contact, referral pages — every back field is a Salesforce field you can update without a reissue.
  • Name templates for members, not admins. The pass display name combines template and record names, so "Gold Member Card" beats "TMPL_GOLD_V3_FINAL".
  • Plan the error state. Create a revoked/duplicate-detected template up front so security workflows have somewhere to switch a compromised pass.

Field mapping reference

Pass elementTypical Salesforce sourceNotes
Header / logo textStatic or Account.NameKeep under ~20 characters for Apple
Primary fieldContact.NameLargest text on the pass
Secondary fieldsMember ID, Tier, Points2–3 fields render best across both wallets
Auxiliary fieldsExpiry, Chapter, SinceUse date formatting rules per locale
Barcode valueBarcode_Value__c or record IDQR recommended; PDF417 supported
Back fieldsURLs, phone, email, termsData detectors: URL, Phone, Email