Create a digital card
Design a digital card template and assign it to your users.
Digital card templates are managed under Apple Card & Google Wallet. As with other ECARD assets, you create a template once, then assign it to as many people as you need.
Designing the template
- Open Apple Card & Google Wallet and create a template: the card editor opens.
- Choose the logo, the colors and the text fields (header, primary fields, secondary fields, and back-of-card fields).
- Choose the code type (QR by default) and the mode on scan.
- Save.
As with other templates, you can use variables ({{user.firstName}},
{{user.company}}, {{user.groupauto.name}}…) to personalize each card automatically.
Example: a header field set to {{user.company}} and a primary field set
to {{user.firstName}} {{user.lastName}} produces a card with the
organization's identity and each user's name.
A screenshot of the digital card editor (card preview on the left, field settings on the right) helps you picture the result.
Assigning and rolling out
Assign the template to users, groups or tags. The people concerned can then add the card to their phone.
To get it to them, email them from the dashboard: they receive a single link, valid for 7 days, listing all of their digital cards and letting them choose which to install. See Send by email.
On the recipient's side:
- They open the link (or scan the QR from the email) from their phone.
- On iPhone, the card is added to Apple Wallet; on Android, to Google Wallet.
- The card then appears in the phone's Wallet app.
Automatic updates
When a user updates their information, or when you change the design, cards already installed update. A Campaign can also display a dynamic image on the card.
Good to know
- The digital card's QR code is stable: you can change the mode without reissuing the card.
- Availability of the Wallets module, and some options, depend on your plan. See Subscription.
- To understand what happens on scan, see Modes & QR code.
Troubleshooting
- The user can't add the card: open the link from the right device (iPhone → Apple Wallet, Android → Google Wallet) and the default browser.
- A variable stays visible (
{{user.firstName}}) on the card: the matching field is empty in the profile.
More fixes on Troubleshooting · Wallet.