Setting Up Your Branded Mobile App
Overview
Creating a branded mobile application for your business is a powerful way to strengthen your identity and connect with your clients. The CRM simplifies this process, guiding you through each step from initial setup to submitting your app to the major app stores. This article outlines the entire workflow.
The Branded Mobile App Process
To begin the process, navigate to Sites > Client Portal > Branded Mobile App in your CRM dashboard.
Step 1: Payment Successful
This step confirms that your payment for the service has been processed successfully. No action is required from you here. Once payment is confirmed, you can proceed to the next step.
Step 2: Branding and Profile
In this step, you will define your app's visual identity. You need to complete all the fields in the Branding and Profile sections. This includes setting your logo, color scheme, and other profile information to ensure the app reflects your brand.
Step 3: Submit Details
After carefully reviewing all the branding information you have entered, you must submit the details. It is crucial to double-check everything at this stage, as the information you submit will be used to build your app and cannot be changed afterward. Click the Submit button to finalize your details.
Step 4: In Review
Once submitted, our team will review your application details. This review process typically takes up to five business days. You will receive in-app notifications about the status. If our team requires any additional information, they will contact you.
Step 5a: Review Failed
If the review is not successful, the status will be marked as Review failed. Click on the status to see the specific reasons for the failure. You will need to correct or provide the requested information and then carefully review and resubmit your details.
Step 5b: Book Slot for 2FA
If your submission passes the initial review, the status will change to Book slot for 2FA. To ensure app security, a two-factor authentication (2FA) process is required. You must book a time slot to receive a verification code via email or SMS. Please ensure you are available during your chosen slot to enter the code.
Step 6: App Submitted to Stores
After successfully completing the 2FA step, your app will be submitted to the Apple App Store and Google Play Store. The app stores have their own review processes, which can take several days. No action is required from you at this stage. You will be notified once your app is approved and live.
Subscription Paused or Cancelled
If your Branded Mobile App subscription is ever paused or cancelled, you will see a warning screen in the CRM. To reactivate your app, simply use the Resubscribe & Reignite My App button.
Important Notes
- A branded app is a live application in the official app stores that features your company's branding, such as your logo, colors, and knowledge base.
- Custom code is not supported within the Branded Mobile App.
- Always check your email and CRM notifications for important updates throughout the process.