To get started with Digital Passes you will first need to create a pass template. This template will hold the design (color, images, etc.) of your passes as well as fields selection and functional settings.
Navigate to Digital Passes >Templates in your Main Menu. This page will list all created pass templates and provide a link for updating.
To create a new pass template, click Create Template. Provide a name and click Create. See this article for more details on customizing your template.
Once your template is ready, you will need to follow these steps to go live with Digital Memberships:
- Create your Digital Pass Install Emails for standard joins and gift memberships. You may create multiple message for different levels, if desired.
- Create your Digital Pass Configuration(s). You may create multiple configurations for different levels, if desired.
- Confirm your Gift Membership settings.
- Test your digital pass setup by manually sending a pass to a staff member to ensure it looks the way you would like.
- Turn on Auto Pass Generation (auto-send) for your configuration(s) as desired.
- Schedule your Existing Member Install message to send out digital passes to your existing members base.
- Let us know when you have scheduled passes to send out to your members. We will monitor the process to ensure passes are generated as expected.