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CRM.COM offers you an easy way to have provides a simple solution for launching a branded mobile app on in major app stores. Our pre-built mobile app can be set up and branded to fit customised to match your business needs requirements and can be easily 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 This guide , we will take you through all the required steps to configure necessary steps, from setting up the app and its features in CRM.COM in the back-end , review 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 app in the back-end.

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

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

  • The necessary steps to publish you appReview your app before publishing ityour app on the app stores.

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Let’s Get Started

Step 1 - Set up the Contact

...

App in CRM.COM

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

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

  • Select which features of Enabling the CRM.COM features your contacts will access when self-managing their account through your mobile app 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 app, refer to the How to set up CRM.COM Apps.

Step 2 - Request

...

a version of the Mobile App for Review

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

...

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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 (see 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:

  1. A splash screen, that appears - Appears when the app is launched, usually 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, 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 iCloud email for a maximum of 2 devices:

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

      3. A Gmail address

      people.

    3. Download the TestFlight app on your iPhone.

    4. You will receive an email invitation to review your app on , which you can download from TestFlight.

  3. For the Android version ,of the app:

    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 app.

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 App

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

  • Review you app’s look and feel

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

  • Manage and enhance your app 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 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 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 -

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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
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 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 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 your contacts customers to download!