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 web-views:

• 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 web-view 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. Enter the following information about the attribute on the widget customization page:

   • Label: The name of the attribute. For example, Postal Code.
   • Data key: The key of the attribute. For example, zipCode.
   • 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).

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.

   caution

   This will delete the customization 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.

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 your customer’s additional attributes.

• Sample data for a widget customization

Name	Loyalty program
Location	Customer Profile: Extended Attributes
Type	Widget
Attribute 1	Text box
Label	What are your favorite activities?
Data key	favoriteActivities
Attribute 2	Text box
Label	Postal Code
Data Key	zipCode
Attribute 3	Toggle
Label	Enrolled in loyalty program
Data key	loyalty_enrolled
Attribute 4	Information
Label	Newsletter
Data key	wantsNewsletter

• Sample data for a webview customization

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