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In this guide, you will discover the essential steps for setting up and customising your CRM.COM Apps specifically for your business needs. We'll also cover mandatory and optional features of CRM.COM that you can utilise to further amplify the functionality of the app. The same procedure, can be followed for the CRM.COM release web portal too. |
Step 2: Setup the App
Configure the look and feel of your app and also enable its CRM.COM features.
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.
When editing this section, hover over the tips on 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 Business Settings for a 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 - 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.
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:
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, the business logo will be used. Refer to the recommended image sizes here.
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.
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 - So that the business can send internal and external communications.
Email and/or SMS
Push Notifications (mobile app only)
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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.
Business Network
Rewards
Schemes
Offers
See here for recommended image sizes.
Filtering options
Tags
Industries
Industry Sectors
Promotions
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
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.
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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
Mobile app or web portal Home screen showing branding and layout
Mobile app or web portal Offer screen
Appendix
Recommended image sizes
These are the recommended sizes for uploading images that will appear on the front-end.
Image | Format | Aspect Ratio / Dimensions | Max. Size |
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Landing page background image | jpg, jpeg, svg, or png | 1:2 | 5MB or less |
Business logo | jpg, jpeg, svg, or png Background opacity, preferably transparent (0%) | 1:1 / 500 x 500 px. | 5MB or less |
Carousel | jpg, jpeg, svg, or png | 21:9 | 5MB or less |
Embedded browser links | |||
Reward Offers Promotions Donations | jpg, jpeg, svg, or png | 16:9 | 5MB or less |
Products Product Categories | jpg, jpeg, svg, or png | 1:1 / 500 x 500 px. | 5MB or less |