Step 1: 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 > Apps . Select Create AppApplication.

• Name - Provide the app application name, which will appear on the welcome screen (a.k.a Landing Page).

• App Application Type - Select one of the two app application types below:

  • Contact AppApplication - A consumer-facing app application that allows a business's contacts to register and have self-service access to the entire feature set of CRM.COM features such as access to personal and financial information, manage their CRM.COM Wallet, view your product catalogue, offers and promotions and , place their orders and much more!

  • Contact Portal - A web-based portal offering the same features and user experience as the Contact AppApplication.

• Click Save.

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

Step 2: Setup the

Application

Setting up your App application involves:

• Branding your business app application by specifying colours, uploading images and setting its look and feel.

• Enabling the CRM.COM features that you want 'll allow your contacts to use for self-card service purposes.

Appearance

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

Colours

• Background Colour / Background Image - Used in the app’s screen a contact lands on once they launch the app. Set This is used on the application’s landing page once a contact launches the application. You can set either a colour or an image. If both are provided, the background image will be used.

• Colour Scheme - These are your app’s application’s branding colours, and are used throughout the appapplication.

  • 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.

Creatives

• App Appliation 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).

  • Used in place of a product image (if the product doesn’t have one).

• Carousel - This is particularly beneficial for highlighting your business in a visually appealing manner on the application's Home screen of the app. Optionally . You can optionally upload one of or more images.

Features

About

This section contains the legal details related to the appapplication, where businesses can define their Terms and Conditions and Privacy Policy. If provided, users must accept both when registering via the app application 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.

Modules

Take some time to review and enable the options and features that you will provide to your contacts through your appapplication. Keep in mind that some options can't be disabled and will, therefore, appear in the appapplication.

Keep in mind Note that in order to properly set up your app’s application's features properly, you must first need to configure certain features settings within CRM.COM. Here’s Here's a list of the required set up setup tasks that should must be completed before proceeding to enable enabling features in your appapplication.

• Payment Gateways - If you will accept be accepting payments or allow allowing your contacts to Top-up their CRM.COM Wallet through the appapplication, then enable a Payment Gateway in Platform > Integrations > Payment Gateways. There you You can enable the CRM.COM Wallet Gateway or any other local or global Payment Gateway service there. Find out more about payment gateways here.

• Order Queues - This is for businesses that want to enable e-Ordering flows from the appapplication. A default Order Queue is pre-configured for your business, 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.

Step 3: CRM.COM Setup

Contact Authentication

Navigate to Settings > Contacts & CRM > Contacts > Contact Authentication & Identities and choose how your contacts will register and sign in to the app application (i.e. how they will identify themselves). You can set up the same authentication method for more than one appmultiple applications, for example select email/OTP for both your mobile app application 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

If you plan to showcase your product offerings in using the appapplication, make sure to that you complete the product set-up in the back - end.

Within the app application, products are displayed:

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

• During the ordering flow (if enabled in app’s the application’s settings). In this case, products are displayed in a hierarchical structure hierarchically to facilitate contacts in their ordering process. If you will wish to 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 categorise 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 application by utilising the following key important information:

• Descriptive name and descriptionMeaningful names and descriptions.

• Pricing information (if applicable).

• Categories.

• Images.

Product Images

For each product you can upload:

• An individual image that is going to be , used as the product’s primary image in the app and application.

• A set collection of images that can be displayed suitable for showcasing detailed product features in a carousel if you want to present your product’s detailed features and characteristicsformat.

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 application, a product’s image is shown based on the following priorities:

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

• the The product’s category image or

• your 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 meaningful name

• Upload an image so as to promote its products

• .

• Give the catalogue categories descriptive names to make it easier to help 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 critical 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 their 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 The merchant’s Industry and Sub-industry. This information can be utilised to filter these merchants' reward offers within the appapplication.

Reward Offers

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

• Descriptive name Meaningful names and descriptions (Short provide a short and Long long description) for each offer.

• Your offer’s Terms & Conditions.

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

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

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

Reward

Offers

Tiers

Status
colour Blue title optional

Assign a A reward tier is assigned to your contacts based on their awards over a period of time. Within the appapplication, your contacts will be able to can view their tier level and what is required in order to maintain it or upgrade into to the next tier. In Settings > Rewards > Tiering make sure you set:

• A name for each tier.

• A colour andAn image that will be used to clearly display the tier in the apptier colour.

Promotions

Status
colour Blue title optional

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 essential information:

• Descriptive name Meaningful names and descriptions (Short and Long description) for each offer. Make sure Ensure that these descriptions clearly describe explain 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.

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

Fulfilment Policies

Status
colour Blue title optional

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

Status
colour Blue title optional

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

Donation Offers

Status
colour Blue title optional

Set up your Reward Offers with the “Donation” using a Donation goal in the backend back-end system to enable your contacts to donate money from their CRM.COM Wallet to various charities. Make sure you set up the following key essential information:

• Descriptive name and descriptions (Short and Long description) for each donation offer. Ensure the descriptions provide details such as the donation’s donation amount and the organisation charity that will receive the donation.

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

Integrations

Status
colour Blue title optional

Enhance your app application 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 integrationintegrations.

• Communications - So that the business can send communications.

  • Email and/or SMS

  • Push Notifications (mobile app applications only)

Info
Languages The default app application language is English, with Greek translations readily available. For other languages, please contact CRM.COM at support@crm.com.

Sample screens

These screenshots demonstrate how the app application settings and the various features configuration featured configurations are reflected in the appapplication.

The Landing Page

The Home Screen

Reward Offer screen

Appendix

Recommended image sizes

These are the recommended specification specifications for all images that will appear on the appapplication.

Note
Make sure that you Please follow the required specifications before uploading an image. You can find each image’s specifications in The specifications for each image are also available on the user interface as well.

Image	Format	Aspect Ratio / Dimensions	Max. Size
Landing page’s 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 pixels	5MB or less
Logo of Merchants/Venues	jpg, jpeg, svg, or png, Background opacity preferably transparent (0%)	1:1 512 x 512 pixels	5MB or less
Carousel	jpg, jpeg, svg, or png	21:9	5MB or less
Embedded browser links	jpg, jpeg, svg, or png,	1:1 128 x 128 pixels	5MB or less
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
Reward Offer Tiers	jpg, jpeg, svg, or png,	1:1 128 x 128 pixels	5MB or less