DocMaster/Apps & Portals

Business Feature / Process	Description	Example/Use Case	Use in Training Material	Additional Notes
Applications	Applications is a utility of CRM.COM that allow a key user to configure with no code the business front end tools: Native APP and Portal. These front end tools allow the customers of the business, the contacts, to carry out numerous self service processes such as registering, ordering or buying a subscription.
Create & Manage Customer Portal	No code deployment of the business portal and the ability to setup the following self serve components: Registration & Authentication The business can configure how their contacts will be able to register (sign-up, sign-in) and what type of data will be used to authenticate the contact when they will take actions through the interface (e.g., ordering) Registration Email & Password Email & OTP Mobile Phone & OTP Facebook Google Transaction identification (CIM) options card phone email gift pass loyalty identifier Homepage Default Currency Wallet: Open and Commerce Balance Offers: Top used or recommended offers based on the "Featured Offers" set-up Place an Order: the user can select distribution method, access appropriate order catalogues and make an order. Your Reward Tier: the user can see details about the level of reward tier he actually gets according to his settings (points) Offers Featured offers are presented The location of the nearest outlet (google maps) and the merchant details (e.g., logo, name, phone) are presented Maps Map are accessible from the offers section and its an integration with google maps. Upon selection of specific offer (featured or simple) and if the Merchant latitude/Longitude details are present (merchant address) the user will be able to observe in the map the exact position of the merchant own the offer. When the user clicks on the map pin they can see more details about the Merchant (merchant name, address, industry sector. Payments The user can make payment for an order after basket check-out cash card (use integrations with payment processors Profile Edit Profile: The merchant should configure the information that is needed from the consumer (e.g. name day, birthday, gender etc. ) Account - option to choose between different accounts Add your card for order Spending Preferences Participating schemes Top-up wallet Redeem a Pass Mobile Pass Card Wallet Journals Orders History
Create & Manage Mobile Application	Same features as the portal above plus: Ability to select the home page layout Add app store details
Landing Pages	Landing Pages is a CRM.COM utility that allow a key user to configure with no code, purpose-built web pages. These web pages are used to allow contacts to register with a business and purchase and share an e-Gift pass. The distribution of the landing page can be done either via url, QR code, barcodes.
Create & Manage Landing Pages	Creating a landing page is easy, requires no coding and involves setting up the following Basic information type (register, purchase a pass) support mobile pass card, pass plan text : Setup text fields and messages appearing on the Landing Page. The preview screen displays the applied changes instantaneously. color : define from the pallets the colors for the all areas of the Landing Page by clicking on the relevant color area. fields : here we are defining and select the fields used to collect the required information from the Landing Page (only for registration) image: There are three different types of images (logo, header, background) which can be added to the landing page. Transparency can be adjusted for the header and background images. distribution: This option becomes visible once the Landing Page has been saved. The generated QR/bar code and URL, distribution methods are displayed and can be copied. success & failure message screens : definition of messages displayed upon successful or unsuccessful contact registration or e-Gift pass purchasing and share.
Mobile Passes	Mobile passes is an innovative CRM.COM utility that allow a key user to configure with no code a purpose-build digital card. These digital cards are activated only after successful registration of a contact in a business and directly connected to the contact. Mobile passes can be stored in any publicly available wallet (eg apple wallet, google pay). They are used to identify the contact in various processes, preview the available wallet balance for that business (real-time update) and to instantly trigger purchases from a POS (spend OTP). By using mobile passes the contacts can also easily access the customer portal.
Create & Manage Mobile Passes	Creating a mobile pass involves configuring the following: landing page set-up is prerequisite Apple design images : Upload the images that will appear on the Mobile Pass Card. size instructions should be followed for appropriate user experience colors: select colors for three different mobile pass areas first row :Select up to two different fields to be displayed in the top row of the screen second row : Select one item of information to be displayed on the second row of the screen third row : Select up to three fields to be displayed on the third row of the screen back : Select OTP, Loyalty Number plus one more available field, Google design information : required information should be completed prior to creating the Mobile Pass Card and is not displayed on the Mobile Pass screen images : following the same as apple design colors : following the same as apple design first section : contain two fields (contact name , wallet balance) second section : contain two fields (contact phone and selection from available fields) back : contain three fields (OTP, loyalty number selection from available fields) links : External links (e.g. to a URL) can be added to the Mobile Pass Card screen if desired NFC Barcodes : Near Field Communication used to share data between devices (e.g. scanning the Contact’s barcode or QR code, to submit a purchase at the POS type of barcode : CRM.COM back end support QR code and various types of bar codes linked to value : Select the information that the QR code/barcode represents, Code - Contact code ID - Contact identifier Loyalty Number - Contact loyalty code Automatic updates and notifications Mobile pass cards will be automatically updated to reflect changes in contacts wallet. CRM.COM support notifications automatons if needed. Apple wallet and Google pay support by default mobile pass updates notifications. Deletion, missing and re-access a mobile pass If a contact deliberately decides to delete their mobile pass card from their wallet or misses to save this upon creation in a wallet, there is an option to re access. The contact can sign-in the customer portal go to the profile menu and use Mobile Pass Card option.
Associated Processes	The following processes are related and can be used in conjunction with the applications. register through a landing page and create / store a mobile pass: the contact use a landing page to register in a business and upon successful registration get a mobile pass and store this in its wallet access consumer portal from a mobile pass: the contact can access the consumer portal by using the link in the back side of the mobile pass Purchase using wallet funds with a Mobile Pass Card At the time of payment contacts request an OTP using their Mobile Pass Card (back side of mobile pass), provide the OTP to the cashier who enters it on the POS enabling the purchase to be made. CRM.COM finally deducting the appropriate amount of funds from the Contact's wallet.