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CRM.COM offers you an easy way to have provides a simple solution for launching a branded mobile app on application in major app stores. Our pre-built mobile app application can be set up and branded to fit customised to match your business needs requirements and can be easily quickly published in popular app stores such as on popular platforms like the Apple App Store and Google Play, making it accessible for your contacts to access and download the app.

In this guide, we will take walk you through the required steps to configure the app application and its features in CRM.COM's back-end, review it, and publish it to app stores.

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  • How to set up the Contact app application in the back-end.

  • How to set up and utilise CRM.COM’s features into in your appapplication.

  • How to request from the CRM.COM team to publish you appyour application.

  • Review your app application before publishing it.

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Let’s Get Started

Step 1 - Set up the Contact

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Application in CRM.COM

Set up your Contact app in application via the CRM.COM back-end. This step includes:

  • Branding your app application by uploading images, specifying colours, embedded browser links etc.

  • Select which features of Selecting the features that your CRM.COM your app application will support.

Refer to CRM.COM Apps Configuration guide (accessible here) for For detailed information on how to create and set up your contact appContact application, refer to the CRM.COM’s applications configuration guide (accessible here).

Step 2 - Request to Publish the

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Application

Once you complete with have completed your appapplication's configuration, click the Request to Publish button on your appthe application's data screen. The CRM.COM support team will receive your request and prepare a version of your app application for you to review.

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Note

Please note that the app application will not be submitted to the stores at this stage; that will only happen once you give us final approval (see Step 4 below).

We will need some more information from you to help us build your app application and forward it to you for review. You can send the below to support@crm.com:

  1. A splash screen, that appears when the app application is launched, usually and before the main content is loaded. It typically includes your business logo, app application name, or branding image, and helps to set a tone or style for the app application experience right from the start. If you're unable to provide a splash screen, the CRM.COM team will use a default ones one that can be replaced later. However, replacing it later on will require rebuilding the app and could incur additional costs.

  2. For the iOS version of the app:

    1. Provide the following for a maximum of 2 devices:

      • The phone's UDID (instructions provided below).

      • A Gmail address

    2. Download the TestFlight app application on your iPhone.

    3. You will receive an email invitation to review your app on application, you can download it from TestFlight.

  3. For the Android version,

    1. No additional steps are required, we . We will provide you with a link with to an “.apk” apk file to download, install, and review your appapplication.

Tip

Steps to obtain the UDID for iOS

  1. Open https://get.udid.io/ in Safari on your iPhone.

  2. Click the green button labelled Tap to find UDID.

  3. In the pop-up, click Allow.

  4. Once the profile is downloaded, click Close on the confirmation pop-up.

  5. Go to your phone's Settings.

  6. Tap on Profile Downloaded.

  7. Click the Install button at the top right of the screen.

  8. Safari will automatically open and display the UDID number.

Step 3 - Review the

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Application

You will receive an Android and an iOS version of your app for you application to review it before submitting it to stores. This is a great opportunity for you to:

  • Revisit your app’s application’s settings and explore additional options, or configure additional features to see how they appear in the app andapplication.

  • Manage and enhance your app application with additional CRM.COM features. Simply set up or update these features in via the back-end system and witness how they impact the app’s application’s content and functionality. For example, review how your product images appear, highlight Reward Offers as Featured offers to boost your offerings, and more.

Info

If you make any changes in app to the application settings in the back-end, be sure to save them, then close and relaunch the app to see the updated settings applied.

Step 4 - Submit to the Stores

When you are satisfied with your app and ready to publish it, you will need to give provide us with some extra details so we can submit the app it to the Play Store and the App Store.

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Info

Please keep in mind that it typically takes the stores typically respond in 2-4 days to respond, though the timeframe can occasionally be shorter or longer.

Step 5 - Ready to Go

When the app application is approved, we will notify you, and upon your instructions, we will release the app application to the stores. Your app application will now be available on in the stores for your contacts to download!

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