Contact Authentication

Navigate to Settings > Contacts & CRM > Contacts > Contact Authentication & Identities

and choose how your contacts will register and sign in to the app (i.e. how they will identify themselves). You

can set up the same authentication method for more than one app, for example select email/OTP for both your mobile app and web portal.

Optionally, you can set the accepted country calling codes, which are necessary if you choose

the Phone/OTP authentication method and when contacts want to link their CRM.COM Wallet

with their phone number.

Product Catalogue

Status
colour Blue title optional

If you plan to

showcase your product offerings in the app, make sure to complete the product set up

in the back-end.

Within the app products are displayed:

• To promote your offerings and promotions, such as a SKU-based reward offer and

• During the ordering flow (if enabled in app’s settings). In this case, products are displayed in a hierarchical structure to facilitate contacts in their ordering process. If you will support such a flow then you have two options:

  • Set up Product Categories in the back-end and assign to products OR

  • Set up an Order Catalogue and categories your product offerings in this catalogue.

Note that if an Order Catalogue is configured, then it has priority over the categorisation based on Product Categories.

Set Up Products

Improve your product's traceability and contact experience in the app by utilising the following key information:

• Descriptive name and description

• Pricing information (if applicable)

• Categories

• Images

Product Images

For each product you can upload:

• An individual image that is going to be the product’s primary image in the app and

• A set of images that can be displayed in a carousel if you want to present your product’s detailed features and characteristics

You can also upload an image for each product category. This is a useful feature if you don’t have an image for each one of your products.

In the app a product’s image is shown based on the following priorities:

• the product’s primary image or (if there’s no product image) then

• the product’s category image or

• your business logo if none of the above are uploaded.

See the Product Catalogue manual for more information about products, categories and the AI tool.

Order Catalogue

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. When setting up an Order Catalogue:

• Assign a descriptive name

• Upload an image so as to promote its products

• Give the catalogue categories descriptive names to make it easier to your contacts to find what they want to order.

Business Network

If your business is collaborating with other businesses (either within your internal Business Network structure or via B2B collaborations) or if your business has its own venues, then

keep these partner’s and the locations up to date with some key information that includes:

• Address information with a latitude/longitude so that they can be pinpointed on a map

• . This information can be used by contacts to locate the venue, and to promote these partners' offers and promotions.

• Phone number so your contacts can get in touch

• Their opening hours so as to facilitate the ordering flow (if used)

• Images that help contacts to identify the merchants

• he merchant’s Industry and Sub-industry. This information can be utilised to filter these merchants' reward offers within the app

Order Queues

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). Note that at least one Order Queue is required if you enable the Orders module in the app settings.

Fulfilment Policy

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

You can also set up one policy for each one of your collaborating partners.

Service Request Queues

Set up

Service Request Queue(s) if you enable this feature on your app to allow your contacts to raise their service requests. For each one of these queues, make sure you also set up the queue’s app settings. It has to be noted that in the case of Service Requests, the app settings are configured within the queue’s detail page and not in app settings.

Reward Offers

Set up your Reward Offers in the backend to award your contacts but pay attention on setting up the following key information:

• Descriptive name and descriptions (Short and Long description) for each offer

• Your offer’s Terms & Conditions

• Mark an offer as a Featured one so as to show first in the list of offers

• Add Tags to your offers so as to allow easier filtering in the app

• Upload an image to promote it among other offers. If no image is provided, then your business logo will be used.

Promotions

Set up your Promotions in the backend to give discounts to your contacts for their orders. When setting them up in the back-end, consider the following key information:

• Descriptive name and descriptions (Short and Long description) for each offer. Make sure that these descriptions clearly describe how contacts can benefit from the promotion.

• Add Tags to your Promotions so as to allow easier filtering in the app

• Upload an image to promote it among other promotions. If no image is provided, then your business logo will be used.

Integrations

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 and topping up the CRM.COM Wallet, or setup your own integration.

• Communications - So that the business can send

• communications.

  • Email and/or SMS

  • Push Notifications (mobile app only)