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This document will walk you through the steps required to create and configure your business’s CRM.COM release app, including a reference to the mandatory and optional business features that can be set up to enhance the app. The same procedure, can be followed for the CRM.COM release web portal too. |
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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’ll need to configure the app settings in the next step.
Setup the Application
Configure the look 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
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.
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. It will be used 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.
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 Policy. 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 all content thoroughly and replace the placeholder with your business name where indicated.
Features > Modules
You should spend a sufficient amount of time considering the options and features of your app. Keep in mind that some options can't be disabled and will, therefore, appear in the app.
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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 - 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.
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Business Settings
In addition to setting up the application's configuration, your business rules and processes must also be configured in the back-end system to ensure the app functions correctly. We recommend reviewing the following options, some of which are mandatory while others are optional, and determining which ones to configure based on your specific business requirements.
Contact Authentication
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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 are also used to link the contact’s CRM.COM Wallet using phone/OTP for verification.
Product Catalogue
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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, ensuring to provide as much detail as possible to improve the user experience:
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See the Product Catalogue manual for more information about products, categories and the AI tool.
Order Catalogue
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Configure an Order Catalogue to display products using your preferred categorisation. If an Order Catalogue is not set up, assign Product Categories to display products in a categorised manner.
Business Network
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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 so that they can be pinpointed on a map) and opening hours.
Fulfilment Policy
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Set up your Fulfilment Policies to manage ordering for your selected supply methods and state the acceptable payment methods for ordering.
Order Queues
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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
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Enhance your app by configuring the following integrations.
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Languages The default app language is English, with Greek translations readily available. For other languages, please contact our Customer Success Team at support@crm.com. |
Other Content to Consider
The app can be enhanced by enabling additional features. It's important to carefully review and understand what each feature provides and then decide if it fits with your business needs and if you want to include it in your app. Here's a list of features that can be set up for the front-end.
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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.
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