QuickStart: Setup your EzyConnect/Member Benefits/Coupon App for Success

Getting your EzyConnect or Coupon App full of relevant content is the best way to ensure your users open it often and maximise the power you know it has to offer the people in your organisation.

Here's an overview of how to configure your app/website and make the most of its features.

1. Add your organisation's logo and select your brand colours

PURPOSE: This allows your whole app and/or website to look and feel like your organisation.

Head over to Subscription, located under your Account Menu,
Find the feature called Logos and Colour and click Config,
Drag and Drop your logo onto the symbol, (For more information on our image asset requirements, check out Platform Graphic Assets)
Enter the Web Colour Codes of the colours you'd like to use. These can be generated by most graphic design programmes. (You can learn more about what each colour does at Platform Colour Configuration)

2. Connect Your Calendar (ics feed, or Google calendar)

PURPOSE: This allows your app to list your organisation's public events by syncing them directly with your Google Calendar or ics feed.

While still in your Subscription Page, click Config on the Events Feature
Name your site (this is only visible to your users if you use Multisite)
Decide whether you'd like to connect a Google calendar, or an ics calendar feed,
Will in the required details - learn about these at either Connecting Your Google Calendar or Connecting Your Calendar via ics feed

3. Enable Push Notifications + Make your first Topic

PURPOSE: Push Notifications allow you to send a message to everyone who has your app installed, for example to remind them of an event.

Ensure you have Push Notifications enabled in your subscription. Simply add the 'Engage' Function to your account if you don't have it available already.
Create at least one Notification Topic. (Learn how at Push Notifications).
Send or Schedule your first Notification. This is easily selected on the homepage of your dashboard and Push Notifications has detailed instructions on how to do this.
Idea: For a first test message, you could send a 'Welcome to our app' type message. This will show in Notification History for 7 days.

4. Add your Newsletter

PURPOSE: Reduce printing and cut through email clutter by delivering your newsletter directly to your users' devices, complete with a Push Notification so they know it is there.

Decide if you want to place your newsletter into your app as a PDF or as a link (from a system like MailChimp).
For PDFs:
1. Ensure you have PDF Viewer enabled in your subscription.
2. Click Config.
3. Enter the name you'd like to give the menu item in your app (probably 'Newsletter').
4. Click the Icon and select your PDF file.
5. Decide if you'd like a notification to be delivered to your users and customise the notification text.
6. Click Submit
For Links:
1. Ensure you have App Web Embed enabled in your subscription.
2. Click Config.
3. Enter the name you'd like to give the menu item in your app (probably 'Newsletter').
4. Copy and Paste the URL of your newsletter created by your email programme (e.g. Mailchimp offers this link to you once you click send).
5. Click Submit
6. If you'd like to send a notification, just click Notification in Quick Links. You can also learn more about Push Notifications.

5. Add Media to your Resource Library

PURPOSE: Distribute your media to everyone in your organisation with one single upload. You can have it publish into your app, your website and your podcast feed with one upload action!

Click Add Media in Quick Actions in the top left of your dashboard.
Click 'Add New Video/Audio Series'
Drag and drop your audio and/or video file into the form. Learn about Supported Media Types and Media Graphic Asset Requirements.
Fill out the fields in the form.
Click Submit once your media has been uploaded.

NOTE: If you'd like to upload video and your screen does not give you this option, please add a Video Subscription under Subscriptions.

6. Embed Relevant Web Content

PURPOSE: Easily display extra information from your website by making it look like a function of your app.

Go to your Subscriptions under your Account Menu.
Click Config on the Web Embed, Web Embed Two, or Blog Feature.
Type the name you'd like to give your button (e.g Newsletter)
Copy and Paste the URL of your web content.
Click Submit.

7. Embed a Form

PURPOSE: Easily collect data from your users by embedding forms from services like Google Forms.

Go to your Subscriptions under your Account Menu.
Click Config on the Embed Form Feature. (Learn more at Embedding Forms).
Type the name you'd like to give your button (e.g Volunteer)
Copy and Paste the URL of the form published by Google, Infoodle, etc
Click Submit.

8. Add your Website

PURPOSE: Allow your app menu to link across to your current website.

Go to your Subscriptions under your Account Menu.
Click Config on the External Web Link, External Web Link Two, or External Web Link Three Feature.
Type the name you'd like to give your button (e.g Website)
Copy and Paste the URL of the website content.
Click Submit.

9. Add your FaceBook Page

Purpose: Link your users directly into your Facebook page.

While still in your Subscription Page, click Config on the Social Feature.
Type the service name: Facebook
Copy and Paste the URL of your Facebook page directly from Facebook.
Click Submit.

10. Check and Activate your Contact Details

Purpose: Display a Contact button as a menu option in your app.

While still in your Subscription Page, click Config on the Contact Us Feature.
Name the button you'd like to be displayed in your app menu.
Enter a message you'd like to display to your users in your app's Contact Page.
Verify your Contact Details by going to My Organisation, under your Account Menu. (This button will be released in August 2018).

Want to extend your app further?

Try some of the following features:

Customer Knowledge Base