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CRM.COM provides a simple solution for launching a branded mobile application app in major app stores. Our pre-built application app can be customised to match your business requirements and quickly published on popular platforms like the Apple App Store and Google Play, making it accessible for your contacts to download.

In this This guide , we will walk take you through all the required steps to configure the application and its features in CRM.COM's necessary steps, from setting up the app in the back-end , review it, and publish it to app to publishing it on stores. By the end of this the guide, you’ll you will have a clear understanding onof:

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

  • How to set up and utilise make use of CRM.COM’s features in for your applicationapp.

  • How to request a review version of the app from the CRM.COM team.

  • The necessary steps to publish your application.Review your application before publishing itapp on the app stores.

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Let’s Get Started

Step 1 - Set up the Contact

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App in CRM.COM

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

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

  • Selecting Enabling the features that your CRM.COM application will supportfeatures your contacts will access when self-managing their account through your mobile app.

For detailed information on how to create and set up your Contact applicationapp, refer to the How to set up CRM.COM’s applications configuration guide (accessible here)COM Apps.

Step 2 - Request

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a version of the Mobile App for Review

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

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

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

  1. A splash screen, that appears - Appears when the application app is launched, and before the main content is loaded. It typically includes your business logo, application app name, or branding image, and helps to set a tone or style for the application app experience right from the start. If you're unable to provide a splash screen, the CRM.COM team will use a default 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 applicationapp:

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

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

    3. A Gmail address

      people.

    4. Download the TestFlight application app on your iPhone.

    5. You will receive an email invitation to review your applicationapp, which you can download it from TestFlight.

  3. For the Android version of the applicationapp:

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

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.

    1. app.

Step 3 - Review the

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App

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

  • Review you app’s look and feel

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

  • Manage and enhance your application app with additional CRM.COM features. Simply set up or update these features via the back-end system and witness how they impact the application’s app’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 to the application app settings in the back-end, be sure to save them, then close and relaunch the applicationappto see the updated settings applied.

Step 4 -

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Request to publish to stores

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

Download and carefully read Please download, read carefully, and provide the additional information included in this document

View file
nameApp Stores Requirements V2.docx
. Once you have completed it, return it to us at support@crm.com, and we will take care of the rest!

Infotip

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

Step 5 - Ready to Go

When the application is approvedthe stores approve the app, we will notify you, and upon your instructions, we will release the application app to the stores. Your application will now Only then will the app be available in the stores for your contacts customers to download!