Managing Associate App customizations

Permission required

This action can be performed by users with the Manage Associate App permission.

You can customize various attributes via Omnichannel Manager, with a live preview of the Associate App screen. With such customizations, associates can gather customer insights, assist customers via clienteling, and influence product and sales strategies.

By extending Associate App with widgets and webviews:

• Associates can determine customers' favorite colors, t-shirt sizes, and other attributes, which can be used for clienteling purposes.

• You can integrate self-made web apps in the webview to show more customer details to associates.

• You can connect your eCommerce platform, or CRM systems with Associate App. This will enrich, for instance, the customer profile feature with omnichannel content.

This example shows how to customize attributes in the app with a live preview:

This example shows how customized attributes appear in Associate App:

Customizing the view or use of widgets, webviews, and deep links for Associate App results in the following changes:

• Allows associates to have a tailored app experience, for example a customized customer profile that lets you:

  • Display modified fields on the screen
  • Configure extended attributes
  • Control and monitor customer data

• Provides you with a button within the app that launches your web application in a webview for associates.

• Helps you add webview customizations in the Associate App's More menu.

• Lets you use customer IDs in a location that is used in a webview for displaying the Associate App's customer profile overview.

  note

  This functionality can support loyalty integrations and other use cases where core customer profile IDs are used instead of extended attributes such as a loyalty_id. For more information, see Customer Profile API.

Configuring customizations

To configure the Associate App customization in Omnichannel Manager:

Go to Settings > Associate App > General settings to enable the customizations.

(Optional)

Technical configuration

The following section involves working with technical configurations and APIs. Contact your IT support team for more information.

To enable Associate App customization, you can also use the Associate App Configuration API.

1. Go to the Update app configuration page.

2. Set customizations > customization_framework > customer_extended_attributes to true to enable the Customer Profile Extended Attributes.

Managing customizations

You can create different types of customizations such as a widget or a webview for Associate App.

Creating customizations

To create a new customization in Omnichannel Manager:

1. Log in to NewStore Omnichannel Manager.

2. Go to Settings > Associate App > Customizations and click Add.

3. In the Create New Customization screen, enter the following information about the customization:

   • Name: Enter the name of your Associate App customization. For example, Loyalty program.
   • Location: Select the place in the app where you want to add the extended attributes. For example, the Customer Profile screen.
   • Type: Select a customization type for which you want to create attributes. For example, Widget or Webview.

4. Click Create. A widget or webview customization page appears to add new attributes.

Creating a widget customization

After creating a customization , you can see the widget customization page to add new attributes.

1. From the Add new attribute drop-down list, select an attribute such as a Text box, a Toggle, or a Information field.

2. Based on the type of widget you want to create, you need to specify the following fields:

   note

   To allow retailers to extend the pre-defined set of attributes on a customer profile like email, first_name and last_name, NewStore provides the option to use extended attributes. The property data key used in the following descriptions refer to any entry on the extended attributes.

   • Information

     A plain text field to display information associated with a data key.

     • Label: The name of the attribute. For example, Postal Code. This will be displayed in the Associate App.
     • Data key: This has to match an entry in extended attributes. For example, zip-Code. The data associated with the defined data key will be display in the Associate App.

   • Text Box

     A text input field to let the Associate enter information associated to an extended attribute.

     • Label: The name of the attribute. For example, Postal Code. This will be displayed in the Associate App.
     • Data key: This has to match an extended attribute. For example, zip-Code. The data entered by the Associate will be associated to the defined extended attribute. The associated data also functions as the default value for the Text Box.

   • Single Select

     A field where the Associate can select a single value from a predefined range of options. The selected value will be associated with the defined extended attribute.

     • Label: The name of the attribute. For example, Shoe Size. This will be displayed in the Associate App.
     • Data key: This has to match an extended attribute. For example, zip-Code. The value selected by the Associate will be associated with the data key. The selected value also functions as the default value for the Single Select.
     • Options: The options available to select for the associate in the drop-down menu for the Single Select widget.

   • Toggle

     A field that allows the Associate to toggle the state of an extended attribute from on (true) to off (false) and vice versa.

     • Label: The name of the attribute. For example, Postal Code. This will be displayed in the Associate App.
     • Data key: This has to match an extended attribute. For example, newsletter. Based on the state of the defined extended attribute the toggle will either be on or off.
     • Description: The guidance on the attribute. For example, A ZIP or PIN Code is a postal code used by the United States Postal Service (USPS).
     • Link: The link to redirect to.

   • Date Picker

     A field that allows the Associate to pick a date that will be associated with an extended attribute.

     • Label: The name of the attribute. For example, Birthday. This will be displayed in the Associate App.

     • Data key: This has to match an extended attribute. For example, birthday. The data associated with the defined extended attribute will be display in the Associate App.

     • Mode: A pre-defined list of formats to display the date in the UI. The list includes full, year, month, day, month-day, and year-month.

       note

       Ensure that you specify the correct date information in the Format field based on the option you have selected in Mode. Specifying incorrect date formats may cause errors when displaying the date information in the app.

     • Format: The format in which the date information is stored (dd.MM.yyyy).

3. Click Save. The new customization appears on the Associate App Customization page.

4. Click Remove to remove an attribute.

5. Click Delete if you want to remove the whole customization.

   Important

   This action deletes the existing customization widget and you cannot restore it.

Creating a webview customization

After creating a customization , you can see the webview customization page to add new attributes.

1. Enter the following information about the attributes on the webview customization page:

   • URL: The address of the website. For example, https://newstore.com.
   • Title: The name of the web page. For example, Home.
   • Caption: The call-to-action button. For example, Feedback.
   • Identity Provider: This will limit the identities injected to the webview to a single provider. The name needs to match with one of the identity providers configured in third party identities. Learn more here: Sending an identity token to a third-party to integrate with Associate App

2. Click Save. The new customization appears on the Associate App Customization page.

3. Click Delete if you want to remove the whole customization.

   caution

   This will delete the customization and you cannot restore it.

Enabling customizations

The customizations that you create remain in Disabled state by default.

To enable a customization:

1. Go to Settings > Associate App > Customizations.

2. From the list of available customizations, click Enable for the customization that is currently disabled. The status of the customization changes to Enabled.

Disabling customizations

To disable a customization:

1. Go to Settings > Associate App > Customizations.

2. From the list of available customizations, click Disable for the customization that is currently enabled. The status of the customization changes to Disabled.

Updating customizations

Important

You cannot change the location and the type of customization when updating the customization details. If required, create a new customization. For more information, see Creating customizations .

To update a customization:

1. Go to Settings > Associate App > Customizations.

2. From the list of available customizations, click Edit for the customization that you want to update.

3. On the customization details page, you can edit all components, including the name of the customization.

4. Verify the changes in preview mode, and click Save.

(Optional)

Technical configuration

The following section involves working with technical configurations and APIs. Contact your IT support team for more information.

To update Associate App customization, you can also use the Associate App Customization Configuration API.

1. Go to the Update app configuration page.

2. Change the values for the customization you created formerly.

Scenarios

Customer profile customizations

You can add customizations for customer profile to display and edit your customer’s additional attributes.

The number of customizations depends on whether you want to display additional read-only data, let the associate edit the data, or both.

Pay attention to the screen you are adding the customization widgets or webview components to. For example, customizations on the Customer Profile (Overview) screen will be read-only, while customizations added to the Customer Profile (Create/Edit) screen will be editable for the associate.

The following example outlines the configuration for a read-only attribute called loyalty_enrolled, a read and write attribute called shoe_size and a write-only attribute called wants_newsletter. Two customizations are required because reading and writing attributes should be allowed.

Name	Example read-only attributes customization
Location	Customer Profile (Overview): Extended Attributes
Type	Widget
Attribute 1	Toggle
Label	Enrolled in loyalty program
Data key	loyalty_enrolled
Attribute 2	Information
Label	Shoe Size
Data key	shoe_size

Name	Example write attributes customization
Location	Customer Profile (Create/Edit): Extended Attributes
Type	Widget
Attribute 1	Toggle
Label	Newsletter
Data key	wants_newsletter
Attribute 2	Text Box
Label	Shoe Size
Data key	shoe_size

This example outlines the configuration for a webview customization on customer profile overview.

Name	Insights
Location	Customer Profile
Type	Webview
Attribute	self-made_webapp
URL	https://nom.cdn.web-platform.c.s.newstore.net/__remotes/team-mobile-platform/associate-app-config-nom/demo-app/external_api.html
Title	Customer Details
Caption	Show more details

Customizations using a single-select widget component

With the single-select widget component, you can create a pre-defined list of attributes. For example, a country residence list. Associates can add this information to a customer's profile, gaining a more comprehensive view of their customers.

More menu webview customization

In addition to the customer profile screen, you can add customizations in the Associate App's More menu using webviews. For example, you can implement integrations with external systems, allowing associates to access store appointments conveniently.

• Sample data for the Sales Dashboard webview customization:

Name	Sales Dashboard
Location	More menu
Type	Webview
Attribute	self-made_webapp
URL	https://nom.cdn.web-platform.c.p.newstore.net/__remotes/team-store-fulfillment/sales-dashboard/index.html
Title	Sales Dashboard
Caption	-

Related topics

• Using NewStore Associate App for sales metrics
• Managing users and roles