CRM.COM offers a pre-built contact app that can be branded by the business and published on the App Store and Play Store for their contacts to use. The app includes various features and functionalities, many of which can be enabled or disabled from the CRM.COM back-end system by the business user.
Preparing the app for publishing requires following a procedure, and this document will walk you through the whole process step-by-step. The business user can complete some of the steps, and others need to be managed by CRM.COM.
Here’s a brief overview of the steps involved:
...
A business user creates and configures the application via the CRM.COM back-end system and notifies CRM.COM that they wish to publish the app.
...
CRM.COM provides the app for review.
...
The business provides CRM.COM with the necessary information to submit the app to the stores for approval.
...
CRM.COM submits the app to the stores.
...
CRM.COM provides a simple solution for launching a branded mobile app in major app stores. Our pre-built app can be customised to match your business requirements and published on popular platforms like the Apple App Store and Google Play, making it accessible for your contacts to download.
This guide will take you through all the necessary steps, from setting up the app in the back-end to publishing it on stores. By the end of the guide, you will have a clear understanding of:
How to create and configure the Contact app in the back-end.
How to set up and make use of CRM.COM’s features for your app.
How to request a review version of the app from the CRM.COM team.
The necessary steps to publish your app on the app stores.
...
Let’s Get Started
Step 1 -
...
Set up the Contact App in CRM.COM
Set up your Contact app via the CRM.COM back-end. This step includes:
Branding your app by uploading images, specifying colours, embedded browser links etc.
Enabling the CRM.COM features 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 app, refer to the How to set up CRM.COM Apps.
Step 2 - Request
...
a version of the Mobile App for Review
Once you 're satisfied with your have completed your mobile app's configuration, the next step is to notify CRM.COM that you're ready to publish the app. Click click the Request to Publish button on your the app's data screen to do this. This will send us a notification to . The CRM.COM support team will receive your request and prepare a version of your app for you to review.
...
| Panel | ||||||
|---|---|---|---|---|---|---|
| ||||||
Please note that the app will not be submitted to the stores at this stage; that will only happen once you give us final approval ( |
...
in Step 4 below). |
...
We will need some more information from you to help us build your app and forward it to you for review. You can send the below to support@crm.com:
A splash screen, this is the animation displayed on the screen while the app is loading and will appear only for a few seconds - Appears when the app is launched, and before the main content is loaded. It typically includes your business logo, app name, or branding image, and helps to set a tone or style for the app experience right from the start. If you're unable to provide a splash screen immediately, the CRM.COM team will use a default splash screen will be used, which one that can be replaced later. However, replacing it later on will require rebuilding the app and could incur additional costs.
For the iOS version of the app:
Provide the following iCloud email for a maximum of 2 devices:
The phone's UDID (instructions provided below)people.
A Gmail address.
Download the TestFlight app on your iPhone.
You will receive an email invitation to review your app on , which you can download from TestFlight.
For Android phones, no the Android version of the app:
No additional steps are required
. We will provide you with a link to an .apk file
to download
Steps to Obtain the UDID for iOS:
Open https://get.udid.io/ in Safari on your iPhone.
Click the green button labelled Tap to find UDID.
In the pop-up, click Allow.
Once the profile is downloaded, click Close on the confirmation pop-up.
Go to your phone's Settings.
Tap on Profile Downloaded.
Click the Install button at the top right of the screen.
- Safari will automatically open and display the UDID number
, install, and review your app.
Step 3 - Review the App
You will receive an Android and an iOS version of the app, as well as an iOS version (if you've provided one or more UDIDs)your mobile app to review before submitting it to stores. This is a great opportunity to revisit the application for you to:
Review you app’s look and feel
Revisit your app’s settings and explore additional
...
features and see how they appear in the app.
Manage and enhance your app with additional CRM.COM features. Simply set up or update these features via the back-end system and witness how they impact the 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 app settings in the back-end |
...
, be sure to save them, then close and relaunch the appto see the updated settings applied. |
Step 4 -
...
Request to publish to stores
When you are satisfied with your app and ready to publish it to the stores, 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.
Download and carefully read Please download, read carefully, and provide the additional information included in this document
| View file | ||
|---|---|---|
|
| Tip |
|---|
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 stores approve the app is approved, we will notify you, and upon your instructions, we will release the app to the stores. Your app will now Only then will the app be available on the Stores for users your customers to download.!