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Create the Application

First of all, you must create the application. Sign in to CRM.COM using your user credentials and navigate to Settings > Platform > Contact-Facing Essentials > Applications. Select Create Application.

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Now that the app has been created, you must you’ll need to configure the app settings in the next step.

Setup the Application

Configure the

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We recommend configuring the following settings before the app is submitted to the stores. However, a system user can change these settings at any time without resubmitting the app for approvallook and feel of the app. Select colours based on your branding and learn about some of the most important modules of the app.

Application Settings

These settings affect the app's appearance and features.

Appearance > Colours

When an app is created, default colour settings are applied, but you can customise them with your own business branding colours and images.

• Background Colour / Background Image - Set either of these. If both are provided, the background image will be used.

  • Image format: jpg, jpeg, svg, or png

  • Aspect Ratio: 1:2

  • Size: 5MB or less

• Primary / Secondary Colours - Used throughout the app, mainly as text links and option button colours.

Appearance > Homepage Skins

Select the look/feel of the app’s Home screen.

Appearance > App Mode

This is the background colour of your app after a contact has signed-in and is applied to all screens.

• Light Mode - White background with black font colour.

• Dark Mode - Black background with white font colour

• Primary Colour - This colour is used to highlight selectable icons or text buttons and for the selected option and action buttons.

• Secondary Colours - This colour is used for available options but not the selected option.

Appearance > Creatives

• App logo - Upload your business logo to . It will be used throughout the app.

• Format: jpg, jpeg, svg, or png

• Aspect Ratio: 1:1

• Dimensions: 500 x 500 pixels

• Size: 5MB or less

Background opacity, preferably transparent (0%)

in the following ways:

• Displayed on the Home screen to represent your business.

• Shown on the Wallet screen to indicate business-related balances (Business Pocket and Commerce Pocket).

• Also used in place of a product image if the product doesn’t have one.

• See here for recommended image sizes.

• Carousel - This is particularly beneficial for highlighting multiple products or services in a visually appealing manner on the Home screen of the app. Optionally upload one of more images to appear on the Home screen of the app.

  • Format: jpg, jpeg, svg, or png

  • Aspect Ratio: 21:9

  • Size: 5MB or less

Features > About

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• .

  • See here for recommended image sizes.

Features > About

This section contains the legal details related to the app, where businesses can define their Terms and Conditions and Privacy Policyif your business doesn’t have its own,but . If provided, users must accept both when registering via the app or portal.

Completing this section is optional but recommended, we offer a free template in case your business doesn't already have its own policies. Should you use the template, be sure to review the entire all content thoroughly and replace the placeholder with your business name . If these are activated, users will need to accept both when registering through the app.

Features > Marketing

Create links to external sites (e.g. website, social media profiles or other). These will appear on the Home screen of the app. You can also provide translated link names if you want a multilingual app.

• Image size …..

Rearrange the order of the links using the hamburger icon.

where indicated.

Features > Modules

You should spend a sufficient amount of time considering the options and features of your app. Some Keep in mind that some options can't be disabled and will, therefore, appear in the app.

Hover When editing this section, hover over the tips on this the screen to get an explanation of each setting. Here below, we are mentioning just some of those that require additional setup, however, most settings are optional. See Other Content to Consider Business Settings for a full list of additional options.

• Contacts

  • Countries of agreement - The default countries of agreement are those configured in Settings > Platform > Countries. Find out more about Countries of agreement here.

• Finance

  • Payment Gateways - Choose from the payment gateways configured in Platform > Integrations > Payment Gateways. You may need to configure some of your own if your business won’t be using the CRM.COM Wallet Gateway. Find out more about payment gateways here.

• Orders

  • Order Queues - This is for businesses that want to enable ordering from the app. A default order queue is provided, but you can configure additional queues to handle the different supply methods by navigating to Settings > Commerce > Orders > Queues. Find out more about order queues here.

• Customer Events

  • Reward Tiering - This is for For businesses that want to offer awards to their contacts through reward offers. Each business has a set of predefined reward tiers, but you can change these by navigating to Settings > Rewards > Tiering. Find out more about reward offers and tiers here.

Features > Shortcuts

Once again, the shortcut options are preconfigured for the release app, but the system user can change their name. Bear in mind that if a feature is not enabled in Features > Modules, its shortcut will be automatically hidden in the app, e.g. if ordering is not enabled, then the Buy option will not appear on the app.

Platform Details

• App ID - This is a unique ID used to identify your Android and iOS app. We use a naming protocol for these, so please leave them both blank and our customer success team will configure them.

Additional Settings

Apart from the actual application settings listed above, some additional configuration will be required for your app to function correctly. Again, these are the recommended settings and may vary depending on your business needs.

Contact Authentication

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Business Settings

Contact Authentication

Status
colour Green title mandatory

Navigate to Settings > Contacts & CRM > Contacts > Contact Authentication & Identities. You can choose how your contacts will register and sign in to the app. You can also set the country calling codes, which are necessary if you choose a registration option involving phone numbers, and these codes can are also be used for linking to link the contact’s CRM.COM Wallet using a contact’s phone number.

Products

If your business will allow contacts to order its products/services via the app, you will need to configure your products for selling phone/OTP for verification.

Product Catalogue

Status
colour Blue title optional

If you plan to have a product catalogue for your business, make sure to complete the product set up to showcase your offerings to contacts, regardless of whether ordering will be enabled on the app or not.

Set Up Products

You can configure your products by following the steps below:

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, ensuring to provide as much

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detail as possible to

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improve the user experience

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Provide descriptions and prices for your products.

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:

• Create your products/services by providing the required details, such as name, SKU, and type.

• Set product prices.

• Optionally, you can set up product categories with a general image for each category and assign a category to each product. Alternatively, you can use CRM.COM’s AI tool to categorise your products automatically.

• Provide product descriptions, or use CRM.COM’s AI tool to generate your product descriptions.

• Upload product images. You can upload an individual image for each product. If no image is provided, the product category image will be used (if categories are set up). If no category is assigned to the product

  does not have a product category assigned

  ,

  then

  the business logo will be

  displayed

  used. Refer to

  represent the product on the app.

  • Format: jpg, jpeg, svg, or png

  • Aspect Ratio: 1:1

  • Size: 5MB or less

  Refer to

  the recommended image sizes here.

See the Product Catalogue manual

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for more information about products, categories and the AI tool.

Order Catalogue

Status
colour Blue title optional

Configure an Order Catalogue to display products using your chosen categoriespreferred categorisation. If an Order Catalogue is not set up, assign Product Categories to display products categoricallyin a categorised manner.

Business Network

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Status
colour Green title mandatory

If you want to set up a Business Network with collaborating B2B partners or your business has its own venues, then make sure that you create them, specify their address information (with a latitude/longitude for each so that they can be pinpointed on a map and used for delivery orders) and opening hours.

Fulfilment Policy

Status
colour Blue title optional

Set up your Fulfilment Policies to manage ordering for your selected supply methods . Make sure that you and state the acceptable payment methods for ordering.

Countries of Agreement

Configure your Countries of Agreement, i.e. the countries your contacts can order from.

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Order Queues

Status
colour Blue title optional

Set up your Order Queues to effectively manage the different stages of the ordering process. You can create a separate queue for each supply method (i.e. pick-up, delivery, direct sale).

Integrations

Status
colour Blue title optional

Enhance your app by configuring the following integrations.

• Google Places - To allow exact address locations to be specified.

• Payment Gateways - Either enable the CRM.COM Wallet Gateway for payments, or setup your own.

• Communications - This is so So that the business can send internal and external communications.

  • Email and/or SMS

  • Push Notifications (mobile app only)

Other Content to Consider

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The app can be improved enhanced by enabling additional features. It's worthwhile to take the time to read important to carefully review and understand what each feature offers, provides and then determine decide if it aligns fits with your business operations needs and if you 'd like want to incorporate include it into in your app. Below is Here's a full list of features that can be configured to enhance your appset up for the front-end.

• Business Network

• Rewards

  • Schemes

  • Offers

    • Reward Offer image requirements:

      • Format: jpg, jpeg, svg, or png

      • Aspect Ratio: 16:9

      • Size: 5MB or less

    • See here for recommended image sizes.

    • Filtering options

      • Tags

      • Industries

      • Industry Sectors

  Commerce Pools

• Promotions

  • Promotions image requirements:

    • Format: jpg, jpeg, svg, or png

    • Aspect Ratio: 16:9

    • Size: 5MB or less

• Donations

  • Donations image requirements:

    • Format: jpg, jpeg, svg, or png

    • Aspect Ratio: 16:9

    • Size: 5MB or less

• Products

  • Product image requirements:

    • Format: jpg, jpeg, svg, or png

    • Aspect Ratio: 1:1

    • Size: 5MB or less

  • Order Catalogue

  • Categories

• Countries of Agreement

• Fulfilment Policy

• Order Queues

• Communities

  • Relations

• Pass Plans

  • Passes

• • See here for recommended image sizes.

• Donations

  • See here for recommended image sizes.

• Products

  • See here for recommended image sizes.

  • Order Catalogue

  • Categories

• Service Requests

  • Applications Settings for Service Requests

• Namedays

• uploaded images

  • provide image sizes

  • business logo

  • products

  • reward offers

  • promotions

  carousel

  • embedded browser links

  • diagram showing where each item will be displayed on the app screen.

• Integrations

  • Google Places

  • Payment

  • Communication

• Automations

  • Ordering

    • If you intend to fulfil orders that your contacts make through the app, you'll need to set up an automation with the trigger event New Order and the action CRM.COM Order Provisioning. This automation will make sure that orders are assigned to the nearest merchant/venue, or merchants/venues based on postal code.

    • If you have configured reward offers to award your contact for purchasing, then you need to create an automation to create purchase event when a new invoice is issued so that they contact may be awarded. The trigger event is New Invoice and the action is CRM.COM Customer Events Provisioning / New purchase customer event.

    • You may also want to configure a communication to be sent to the contact who has placed the order using one of your enabled communication integrations.

  • Communications to welcome a contact to the business.

Info
Refer to each individual manual to find out more about the feature and how to set it up. Users can update the back-end application settings and enable other features to dynamically change the front-end UI without the need to republish the app. republishing the app.

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Sample screens

These screenshots demonstrate how the application and business settings are reflected in the app.

Mobile app or web portal Landing Page

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Mobile app or web portal Home screen showing branding and layout

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Mobile app or web portal Offer screen

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Appendix

Recommended image sizes

These are the recommended sizes for uploading images that will appear on the front-end.