New
Apple Wallet and Google Wallet cards
A Wallet card installs itself in your contact's phone and stays there. It doesn't get lost at the bottom of an inbox, it updates remotely, and it gives you a channel nobody else occupies: the lock screen.
The Marketing hub issues them in two steps: you describe the card once in a template, then each contact receives their own card, filled in with their data.
The page is under Marketing → Wallet. Creating or editing a template requires the
manage_wallet permission; viewing stays open to other members.
1. Create a template
From Marketing → Wallet, click New template. A panel opens on the right, with a preview of the card taking shape as you fill it in.
Template name — internal only, your contacts never see it.
Card type — it decides which Apple layout is used:
| Type | What for |
|---|---|
| Loyalty | Points, stamps, tier |
| Coupon | Dated offer |
| Ticket | Showing, workshop, session |
| Membership card | Subscriber, member |
| Generic | Everything else |
Organisation name — it is yours, not Metaventus's. It appears on the card and in the phone's settings: your contact sees your brand, and only yours.
Logo text and Logo URL complete the identity, then three colours: the background, the text and the labels.
2. Compose the fields
A field carries a label (the small print) and a value. The value is a template, resolved contact by contact at the moment of issue:
Hello {{.first_name}} — you have {{.points}} points
Each field sits in a zone, which decides its size and position:
- Header — visible even when the card is folded, in the phone's stack of cards
- Primary — the line read first
- Secondary and Auxiliary — the details
- Back of the card — what you go looking for, not what you see
At least one primary field: that is what gets read first, and a card without one displays nothing useful.
Available variables
The contact record's own data:
{{.first_name}} · {{.last_name}} · {{.name}} · {{.email}} · {{.phone}} ·
{{.city}} · {{.postal_code}} · {{.title}} · {{.position}}
And all of your custom properties, by name: if you have created a points property,
it is written {{.points}}. See Custom objects.
{{.serial}} is the card's own serial number — useful for the barcode.
A variable that matches nothing does not make the issue fail: it leaves the space blank on the card. Check the spelling of your properties before switching the template to active.
3. The barcode
Four formats: QR, PDF417, Aztec and Code 128. The message is a template
too; {{.serial}} by default, which gives each card a unique code your till or your
access control can read.
4. Draft, then active
A template is born as a Draft, and a draft issues no cards. Switch it to Active when it is ready. Archived takes it out of circulation without touching the cards already distributed.
5. Issue the cards
A card is always issued to a specific contact, in one of three ways:
- from the template itself,
- from a contact record,
- by an automation scenario — the most common route.
In a scenario, the issuing action asks which template to use. Until that setting is made, the scenario flags it with a "settings to choose" pill, and the action fails when it runs. See Scenarios.
The ready-made scenario "Wallet card on sign-up" issues a card on every form submission. It is the shortest path between a public form and a loyalty card in a phone.
6. Track the issued cards
From a template, open Cards: the list of what the phones did with them.
| Status | What it means |
|---|---|
| Issued | The link exists. Nothing more. |
| Added | The contact really did install it in their phone. |
| Removed | They deleted it. |
| Revoked | You deactivated it. |
Issued does not mean "the customer has it". The distinction is what makes the figure honest when you judge a campaign: Added is the one that counts.
For each card you can copy the link, push a message or revoke the card.
7. Push a message to the lock screen
Push a message displays one sentence on the lock screen of the phones carrying this card. One short sentence, and nothing else: it is a notification, not an email.
It is the product's most direct channel, and the easiest to wear out. Keep it for what justifies interrupting someone — an offer expiring tonight, a ticket whose time has changed.
What the contact sees
The link opens a page offering Add to Apple Wallet and Add to Google Wallet. The contact chooses, and the card installs itself. There is nothing to download: both wallets ship with the phone.
Once installed, the card keeps itself up to date: when you change a field's value, the phone receives it without the contact doing anything.
Deleting a template
A template that has issued cards cannot be deleted: revoke its cards first. Without that, live cards would be left orphaned in your contacts' phones, with no way to update them.