Digital Customer Passes for Membership Purchases

This article explains how to set up Digital Passes containing QR codes of Customer IDs that are generated from Membership purchases.

To set up Digital Passes which contain Customers IDs, you’ll need access to Spektrix Link.

What are Digital Customer Passes for Membership purchases?

A Digital Customer Pass translates a Customer’s Id into a scannable QR code that can be stored in Apple Wallet in iOS and Google Wallet in Android.

Digital Customer Passes have multiple use cases, for example, Student ID and Access cards. The passes can include a number of custom fields which reference data from your Spektrix system.

Digital Customer Passes are highly configurable and extendable. This means you can use URL parameters as key-value pairs to expose custom fields on your pass.

This article focuses on delivering Digital Customer Passes from Membership purchases.

TIP: While this guide focuses on the Membership purchases use case, technical integrators with advanced requirements can use a custom implementation. Mandatory fields required to generate a pass are clientName, templateId, and customerId. Reach out to our Support team for more information.

A Digital Customer Pass can be generated after the purchase or renewal of a Membership and delivered through the Order confirmation email. The Pass can contain information about the Membership purchase. The email will contain links which allow the customer to add the pass to their digital wallet.

When a customer presents a pass you can:

• View the pass to identify if a Customer is a member
• Scan and validate the QR code using the Spektrix Scanning Interface 
• Scan the QR code with another EPOS system integrated with Spektrix

The Digital Customer Pass can be scanned to quickly validate if the Customer Id exists in your Spektrix system. When using the Spektrix Scanning Interface, the Customer Id can be verified as belonging to a Customer Group with a criteria of active Memberships. If eligible, verified Customers can even gain free entry to a venue. Read Scanning and Validating Customers in the Scanning Interface and Selling Zero Value Tickets in the Scanning Interface for more information.

REMINDER: A Digital Customer Pass translates a Customer’s Id into a scannable QR code. This is not a Membership Id.

Generating Passes using Order Confirmation Emails

The Digital Customer Passes set up in this article are generated using the Order information when a Membership is first purchased or renewed. 

The customer can download the Pass by clicking a unique link within the Order Confirmation Email. The Pass can then be added to either their Apple Wallet or Google Wallet. 

The Digital Customer Pass for Memberships can include information such as Membership name, start and end dates, price and other Membership Attributes. You can also customize the colors, images and use conditional logic on the Pass.

You can set Digital Customer Passes to expire and be made inactive/automatically deleted from a Wallet at a specified date. This can be the expiration date of the Membership or another specified date.

Setting Up Membership Attributes

For the Membership purchases use case, you will require two Membership Attributes to share the Customer and Membership information to the Order Confirmation Email and Pass.

TIP: Creating Attributes takes place in the Settings Interface. To access the Settings Interface, you’ll need the Settings Administrator Role. If you don’t have this Role, ask the Settings Administrator in your organization to add this Role to your User Account.

These Attributes are case-sensitive and need to match the below names exactly. They must be set as Dropdown types.

WARNING: If these Attributes don’t match, the Pass will not work.

1. NameForPass: Create a value for each of the Membership Types you’d like to set up Digital Customer Passes for. Do not include spaces in the value names, for example, GoldMembership, SilverMembership and BronzeMembership.
    
2. TemplateId: Create a value for each of the Digital Customer Pass Template Id’s you’d like to use. The Id can be found in the Configuration Console next to the Pass Template Name.

TIP: You may not have the TemplateId’s available at the time of creating the Attributes. Values can be added at any time after the Attribute has been created.

Creating a New Customer Pass Template in Spektrix Link

You can create and manage different custom templates for your Passes in Spektrix Link. Using a custom template you can:

• Add a logo
• Change the color and design
• Add information about the Membership
• Dynamically include information using Membership Attributes

You can also create and manage multiple Pass templates and use different versions for different Memberships.

Creating Customer Passes

• To create a new Pass template, log into Spektrix Link.

  REMINDER:  Complete the Register for Passes form on the Digital Passes Article to get access to Spektrix Link for Passes. For more information on Spektrix Link, read What is Spektrix Link?}

  Click the Passes menu on the left:

  

• In the Passes menu, you can:

  • Add a new Pass template by clicking the New Pass Template in the upper right corner of the screen
  • Toggle the View Inactive button in the upper left corner of the screen to see inactive passes as well as active passes
  • Search for template names in the Search bar on the right side of the screen
  • View Templates by selecting Ticket or Customer Pass in the dropdown
  • Edit existing Passes by clicking on the pencil icon under Actions
  • Copy existing Passes by clicking on the papers icon under Actions
  • View the unique Template ID of each Pass

  

• To set up a new Pass template:
  1. Click the + New Pass Template button. The New Pass Template pop-up will appear.
  2. From the Select Pass Template Type dropdown, select Customer Pass.
  3. Give the template a unique and descriptive name, then click Save.

• Click each of the headings to edit the information displayed on the Pass. You’ll need to complete this information for both the Apple and Google versions of the design.

  

  As you populate the Pass, the information you choose will display in the preview pane on the right:

  

  To preview with sample data, read Preview Passes.

To preview 

Click into each of the following headings to configure your Pass:

• Front of Pass

  You can choose which information to include on the front of the Pass.

  The front contains a header and two rows, which can include up to three Labels for each row.

  

  REMINDER: The QR code on the Digital Customer Pass is for the Customer’s Id.

  Each label has a corresponding Value box, where you can input free text,conditional logic or URL parameters.

  

  When entering a value:

  • Custom free text: Custom free text is not dynamic and will remain the same on all passes.
     
  • Conditional Logic: You can create rules with conditional logic. This will dynamically display different data depending on whether the information about the pass meets the condition you set. For information on conditional logic in Customer Passes, read Conditional Logic in Digital Passes.
     
  • URL Parameters: You can input URL parameters which pull information about the Customer’s Membership purchase into the Digital Pass. You can also include URL parameters in conditional logic. For more information, jump to the Membership Pass URL Parameters section. 

  If a label is entered, then a value is required. You can leave a label and value blank if you don’t want to add information in a row.

  Required fields and duplicate fields will be highlighted in red. You won’t be able to save your Pass until any issues are resolved. 

   

  Header

  You can edit the Header of the Front of Pass to include the name of the pass. For example, “Membership.”

  The Header label will not appear on the pass. We recommend keeping the label Header.

  The text in the Value box can be changed. To edit the value:

  1. Click the box or the pencil icon to open the Free text/Conditional Logic box.
      
  2. Enter custom text, a URL parameter or conditional logic in the box. For example, enter the custom text, Membership.
      
  3. Click Save.

   

  Rows

  Each row contains three columns that have a label and value. Both the label and value appear on the pass. Rows and columns can be left blank by not filling any label or value.

  Examples include Membership Name/Type, Start Date, Expiration/Expiry Date, Price and any Membership Attributes.

  To add labels and values:

  1. Enter a custom free text for your Label. For example, “Expiration/Expiry Date.” 
      
  2. To edit the Value, click the box or the pencil icon to open the Free text/Conditional Logic box.
      
  3. Enter custom text, a URL parameter or conditional logic in the box. For example, enter the URL parameter {ExpiryDate}, which will pull the Expiration/Expiry Date of the Customer’s Membership.
     
      
  4. Click Save.

  Click on the next tab Back of Pass.

• Back of Pass

  The Back of Pass design lets you add rows that include a Label, Value and URL.

  

  You can also include extra lines by clicking + Add New Field. You can add up to seven labels in Apple and eight in Google Wallets.

  

  To include information on the back of the pass:

  1. Enter a custom free text for the Label. For example, “Visit your Account”
      
  2. To edit the Value, click the box or the pencil icon to open the Free text/Conditional Logic box.
      
  3. Enter custom text, a URL parameter or conditional logic in the box. For example, enter the custom text My Account.
      
  4. Click Save.
      
  5. Enter a URL. The URL will be linked to the value.
      

  When two or more fields are added, you can rearrange their order of appearance by clicking on the six dots on the left of the field and dragging the field to the desired position.

  You can delete fields by clicking the red trash icon on the right of the field. At least one field must appear on the back of the pass.

  WARNING: It is not possible to duplicate information from the front of the pass on the back of the pass on Apple Passes. For example, if you have Area Name on the front of your Apple Pass, it will not also display on the back of your Pass.

  Click on the next tab Colors.

• Colors

  In the Colors section, you can update the color scheme of your Pass.

  In Apple Wallets:

  • Background
  • Labels
  • Text

  

  In Google Wallets:

  • Background

  

  Colors can be entered using a HEX code or selected from the color slider.

  When creating default color schemes, you must ensure the colors you use follow your accessibility standards. You can use a contrast checker to check whether your color scheme is accessible. 

  Click on the next tab Configuration.

• Configuration

  In the Configuration section, you can specify date, pass removal date, currency and issuer name format preferences.

  

  Click the dropdown menu in each section and choose from:

   

  Date Format

  • DD/MM/YYYY
  • MM/DD/YYYY
  • DD MMM YYYY
  • MMM DD YYYY
  • Custom: choose your own date format, for example: DD-MM-YYYY or MMM Do YY.

   

  Pass Removal

  • Use PassRemovalDate: The Pass will be automatically removed on the Membership's Expiration Date.
  • Never (Customer can manually remove): The Pass can remain in a customer's Apple or Google Wallet or they can manually remove the Pass.

   

  Currency

  • £ (Pound)
  • $ (Dollar)
  • € (Euro)

   

  Issuer name

  Enter the name of your organization or venue into the issuer name field. This will default to your Spektrix client name.

  Click on the next tab Images.

• Images

  Under the images section, you can upload files which will display as your logo and Pass icon.

  

   

  Logo

  Your logo will display in the top left corner of your Pass:

  

  Click upload image (or drag and drop) to add the file from your computer.

  The image must meet the following specifications:

  • Image Size: Recommended is 380 x 150px
  • File Size: Maximum 1.0MB
  • File Type: Supported image files are .PNG and .jpeg only

  Click Save.

Once you’ve updated all your settings, click Save to update the template.

Membership Pass URL Parameters

You can add URL parameters in the free text values. You can also use URL parameters in conditional logic to display dynamic values.

For the Membership purchases use case, URL parameters pass specific Order information about a Customer’s Membership into the Digital Customer Pass. In order to appear in the Digital Customer Pass, these URL parameters must also appear in the links in the Order Confirmation email.

TIP: In order to update your Order Confirmation email with the Digital Customer Pass links, you’ll need to contact Support. You can read more about this in the next section on Updating Order Confirmation Emails.

For Memberships, you can use the following URL parameters as values or in conditional logic:

TIP: When adding the URL parameters, you must include the curly brackets.

Conditional Logic for Membership Names

Using the {NameForPass} URL parameter will output the Value as listed in the NameForPass Membership Attribute. This means the Membership Name will appear without spaces, for example, SilverMembership.

If you’d like the Membership Name to appear without spaces, you can use conditional logic to display this. Follow this format:

{IF:NameForPass="SilverMembership"} Silver Membership {END}

Add the Attribute value in between the quotation marks. Outside of the curly brackets and before {END}, include how you’d like the Membership Name to be displayed with spaces.

If you are using the same Pass for multiple Memberships, you can add a line for each Membership in the Value box.

For example:

{IF:NameForPass="BronzeMembership"} Bronze Membership {END}
{IF:NameForPass="SilverMembership"} Silver Membership {END}
{IF:NameForPass="GoldMembership"} Gold Membership {END}

Based on the Membership’s Attribute value, the pass value will display the corresponding text.

Once you’ve entered the conditional logic statements in the text box, click Save.

Preview Passes

Once you’ve completed the design, preview your Passes in both the Apple and Google formats.

1. Click Preview passes to open the preview:
    

   

2. Check that the information displays as you intended.

You can click the Get Sample Data button to populate information in the pass preview.

The sample data will require a Customer and a Membership purchase. We recommend making a test purchase on a test account.

After clicking Get Sample Data, you’ll need to enter a URL similar to the one that will appear in the Order Confirmation email.

Copy the URL below and follow the steps to add sample information: 

https://app.tickets-and-passes.com/api/GoogleCustomerPass?clientName={System}&templateId={Attributes/TemplateId}&customerId={/Customer/CustomerId}&PassRemovalDate={ExpiryDateUTC}&NameForPass={Attributes/NameForPass}&StartDate={StartDate}&ExpiryDate={ExpiryDateUTC}&Price={PriceDecimal}

Remove the curly brackets and replace the following with information from your test purchase.

• {System}: Replace with your clientname found in your Spektrix URL.
• {Attributes/TemplateId}: Replace with the Template ID of the Pass you are testing.
• {/Customer/CustomerId}: Replace with the Customer Id,
• {ExpiryDateUTC}: Replace with the Expiration/Expiry Date. Use a YYYY-MM-DD format.
• {Attributes/NameForPass}: Replace with the value in the NameForPass Membership Attribute.
• {StartDate}: Replace with the Start Date of the Membership. Use a YYYY-MM-DD format.
• {PriceDecimal}: Replace with the price with a decimal but without the currency or commas.

For example:

https://app.tickets-and-passes.com/api/GoogleCustomerPass?clientName=exampletheatre&templateId=101100&customerId=I-1234-XXII&PassRemovalDate=2030-12-31&NameForPass=GoldMembership&StartDate=2026-01-01&ExpiryDate=2030-12-31&Price=15.00

Once your URL is ready, follow these steps:

1. Click the Get Sample Date button
2. Enter the URL and click Save

The values in the pass will be replaced with the values passed from the sample URL. Check to make sure the unique values are being populated correctly.

Adding a Template to Memberships

Once you’ve created your new Pass, you’ll need to add the Digital Pass Template ID to your selected Memberships.

You can find the Template ID in the Passes menu of Spektrix Link, or at the top of the screen in the Pass editor:

1. Go to Settings > Attributes > Membership. Find the TemplateID Membership Attribute and add the Digital Pass Template ID as a value. Follow the steps in the Introduction to Attributes article to add more Dropdown Values. 
    
2. Go to the Admin Interface > Subscriptions > Memberships. Find the Membership and edit the Membership. In Basic Details, find the TemplateID Membership Attribute and select the correct Template ID in the dropdown.

Updating Order Confirmation Emails

In order to deliver the Digital Customer Pass to your Customers, you’ll need to add links into the Order Confirmation email, one for Apple Wallet and one for Google Wallet.

REMINDER: Only the Spektrix Support Team can edit Order Confirmation emails.

Contact Support to edit the Order Confirmation email. Let them know:

• You’d like to update the email with the links for the Digital Customer Pass for Memberships

• If you’re using any Membership Attributes in your template

Once the links have been added, we recommend testing the email and links by making a test purchase, sending an Order Confirmation email and adding the Digital Customer Pass to your device’s Wallet.

TIP: Links to Digital Customer Passes will be sent to every customer that purchases or renews a Membership with a Pass template.

What’s Next?

Once your Digital Customer Passes for Memberships are set up, your organization can begin scanning them through the Spektrix Scanning Interface or an EPOS system that can identify Spektrix Customer Records.

Through the Spektrix Scanning Interface, you’ll be able to scan the Digital Customer Pass and do the following:

• Verify if the Customer belongs to a Customer Group. While a Digital Customer Pass may include information such as Start and Expiration/Expiry Dates, you can use this feature to scan and validate a Customer Id as extra verification.
  
  This feature is enabled using Customer Groups only. You can add Customer Criteria such as Membership or Tags to your Customer Groups to allow them to be verified in the Scanning Interface. For more information, read Scanning and Validating Customers in the Scanning Interface.
   
• Sell zero value tickets. This feature enables customers to gain free entry at your venue. When an eligible Customer Id is scanned and validated, you’ll be able to sell zero value tickets from your scanning device and immediately mark the tickets as scanned.
  
  This feature is enabled using Multibuy Offers. Set up an offer to discount tickets by 100% and add the Membership to your Customer Criteria. For more information, read Selling Zero Value Tickets in the Scanning Interface.