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Creating Wallet cards in Design Studio

This article explains how to create and design a Wallet card using Design Studio in Voyado Engage. Wallet cards are digital passes stored in Apple Wallet or Google Wallet on your customers' smartphones. It covers how to set up a new card, build your card layout, configure card fields with dynamic contact data, and publish your card so it's ready to use in Wallet sendouts and automations.

Before you start designing your Wallet card, make sure that a Wallet configuration has been set up in Config Hub. Without a configuration, you won't be able to create a card. If you don't have an Apple Developer Account and Google Wallet API Issuer Account and can't create a config, reach out to your implementation specialist to enable a test configuration.

Step 1: Create a new wallet card

  1. Go to Messages > Wallet > Wallet card and click Create wallet card in the top-right corner.
  2. In the dialog that appears, fill in the following:
    • Name — Give your card a descriptive name that makes it easy to identify later.
    • Configuration — Select the Wallet configuration you want to use. Configurations are set up in Config Hub and define the underlying structure and settings for the card.
  3. Click Create to proceed. The card will now open in Design Studio.

Step 2: Card settings

  • Name: The name of the card. Shown within Engage, as the title when a Push Notification or Geo Location is received, and in Apple Wallet and Google Wallet.
  • Icon image: Shown as the icon when a Push Notification or Geo Location is received.
  • Code: The type of code on the card, for example a QR code or barcode.
  • Value: The value encoded in the code, used as an identification value. This should be a personalized value such as email address or member number.
  • Title: The value shown beneath the code. Either a text label such as "Scan at register" or the same value as the code itself.

Click a field in the canvas to edit its label, value, and formatting in the properties panel on the right.

Step 3: Design your card

When the card opens in Design Studio, you'll be working in a dedicated canvas for Wallet cards. The interface is similar to the email Design Studio. See Navigating Design Studio for a full overview of the toolbar and panels.

  • Settings > Conditional display — Determines which design a member sees based on their data.
  • Styling — Decide what background color, title color, and text color to use.

Key areas to note:

  • Design / Localization toggle — Switch between the overall card design and market-specific localizations if you're working across multiple regions.
  • Canvas — Drag and drop elements onto the canvas to build your card layout.
  • Layers panel — All elements added to your card appear here in list form, making it easy to select, reorder, and manage them.
  • Add element (+) — Click the plus icon in the left sidebar to add new elements such as images, text, and barcodes to your card.

Step 4: Configure card fields and images

Wallet cards have specific fields that map to what will be shown in Apple Wallet and Google Wallet.

  • Header image — Typically used for your brand name or logo.
  • Header field — The most prominent information displayed on the front of the card, for example a member level or points balance.
  • Additional fields — Supporting information shown beneath the primary field, for example member name and voucher value.
  • Main image — Typically used for branding the card based on membership program.
  • Card information — Details shown when the cardholder taps Info or flips the card, for example terms and conditions or a support link.

Click a field in the canvas to edit its label, value, and formatting in the properties panel on the right.

Step 5: Different design based on contact data (conditional display)

You can add conditional displays to a card to show different designs based on member data, for example:

  • Membership level
  • Points balance

To create different designs, duplicate a card in the layers panel. Conditions are evaluated from the top of the list downward, meaning the first condition that is met determines which design a member sees. For a points-based condition, the logic should be structured as follows:

  • Design 1: Above 1,000 points
  • Design 2: Above 500 points
  • Design 3: All other members (no condition)

If Design 3 with no condition is placed at the top, all members will see Design 3 regardless of their points balance.

Always include a default card with no conditions. If you don't, some members won't be able to download their card because they may not meet any condition.

Step 6: Add personalization

You can personalize your card by inserting contact fields and personalization variables into field values. This allows each recipient to see their own name, loyalty points, or other relevant data directly on the card.

See Dynamic and personalized content to learn more.

Step 7: Preview your card

Use the Preview option in the toolbar to see how the card will look with real contact data. Select a contact using the pen icon to preview the card as that specific member.

Step 8: Publish

Click Publish in the top-right corner when your design is ready. The published version of the card will be the one used in any Wallet sendouts or automations that reference it.

Your changes are autosaved as you work, so you don't need to manually save before exiting. However, only published versions are available for sending.

Step 9: Update your card

To update a published card, make your changes in Design Studio and click Publish.

When you publish a card that has already been distributed, all existing distributed cards will be updated immediately with the new design. Make sure your changes are correct before publishing.

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