# 3. App configuration

## Configuring your app

Your onboarding manager will select configuration options that align with your loyalty program’s needs. If you’d like to make changes, you’re welcome to specify these preferences.

Since these options are hard-coded when the app is built, any preferences must be confirmed before the build phase of onboarding. Changes to configuration can still be made later or after the app goes live, though this will require an app update and may incur additional charges.

**Please consult with your onboarding manager to ensure your preferences are captured early in the process.**

### App c**onfiguration checklist**

* [x] **Profile schema:** Provide your profile schema requirements
* [x] **T\&C's/Privacy policy:** Provide a Terms & Conditions and Privacy Policy URL
* [x] **Hamburger menu:** Provide a list of entries and URLs for the content in your hamburger menu
* [x] **Layout & configuration:** Confirm any particular configuration preferences with your onboarding manager

***

## **First launch screen**

Your first launch screen is shown to users after installing the app before they register. It is only shown once, and will not show during subsequent app opens unless the app has been deleted and reinstalled.

| Onboarding Slides                                                                                                                                                                                                                                                                                                                                                                          |
| ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| <p>With Onboarding Slides, you can specify a unique background colour per slide, or a single image for all slides. You can specify the top title text, the bottom descriptor text and a central image per slide. See <a data-mention href="2.-app-theming">2.-app-theming</a> for more information on the required assets.<br><br>The slide layout <strong>cannot be altered.</strong></p> |
| ![](https://1999217057-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEFmrMvu6tg0ZiSX9SGEq%2Fuploads%2FwFeMlcVc3j3Je2WfrUaI%2Fa6915941-e5e8-4745-aa7a-2465f572c323.gif?alt=media\&token=ad9824d7-3cac-4b42-a046-015d9c6e3061)                                                                                                                                         |

***

## Account registration

### Profile schema

When registering an account in the Loyalty Mobile App for the first time, users are always asked for their **name, email address and a password.**

You can choose to request additional information during signup. Requesting additional information adds a 'Step 2' to the account registration flow which includes the additional profile fields as well as any [consents](https://kbase.whitelabel-loyalty.com/product/modules/marketing/consents "mention") you have added in your tenant.

#### Custom profile field options

* You can choose to make a field required or optional.
* You can validate fields (i.e. must be DOB over particular age, must be particular format like a mobile number).
* You can have free input fields or dropdown fields (single choice only).
* You can choose to show a profile field during registration and on the edit profile screen, or **only** on the edit profile screen.

### Terms & Conditions and Privacy Policy

Users will be presented with your program terms & conditions and privacy policy during signup, which they must agree to.

***

## **App home screen**

Your app home screen is the first screen your end-users see after logging in. You can choose to display either of the three following options as your app homescreen.

| Rewards List                                                                                                                                                                                                                                               | Rewards Categories                                                                                                                                                                                                                                                                                                                             | Grid                                                                                                                                                                                                                                                                   |
| ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Choosing *Rewards List* as your app home screen means your app will open straight into your chosen Rewards List layout (see ‘Rewards List Layout’ below), with no Grid or Categories picker present.                                                       | <p>The <em>Categories</em> option adds a category picker overlay to your chosen Rewards List layout, allowing users to navigate through your Reward Categories as specified in the Loyalty Console.<br><br>You can choose to hide the black gradient and/or reward category name overlaid on the category artwork for a more bespoke look.</p> | The *Grid* option adds a grid of links on the home screen, with the rewards list accessible as one of those links. For Earn Points and Contact Us, you can choose a link to open. If you have the Receipts module, there will be a fourth option for 'Upload Receipt'. |
| <img src="https://1999217057-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEFmrMvu6tg0ZiSX9SGEq%2Fuploads%2FgbNCKoSmm1mi8FIdZSzu%2Fimage.png?alt=media&#x26;token=65412eb3-cd44-4e87-9ced-90817fd89f86" alt="" data-size="original"> | <img src="https://1999217057-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEFmrMvu6tg0ZiSX9SGEq%2Fuploads%2Fk0j5LvJ3qvCoUWu5PA0m%2Fimage.png?alt=media&#x26;token=2cc2a1c7-1579-408f-8aab-12f2fe4e0651" alt="" data-size="original">                                                                                     | <img src="https://1999217057-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEFmrMvu6tg0ZiSX9SGEq%2Fuploads%2FNZj8CPV3qDLICA2ucCV5%2Fimage.png?alt=media&#x26;token=5cc20221-e12a-4804-be35-db3868437a85" alt="" data-size="original">             |

***

## **Reward list**&#x20;

You can choose to show rewards in a one, two or four-wide layout.

| One-wide Rewards List                                                                                                                                                                                                                                      | Two-wide Rewards List                                                                                                                                                                                                                                      | Four-wide Logo Grid                                                                                                                                                                                                                                        |
| ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Rewards are shown in a one-column layout with reward artwork, title, summary and points value shown per reward.                                                                                                                                            | Rewards are shown in a two-column layout with reward artwork, title, summary and points value shown per reward.                                                                                                                                            | Rewards are represented exclusively by their artwork and incentive configuration in this style. Reward details such as title, summary and description are only shown once a reward is selected.                                                            |
| <img src="https://1999217057-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEFmrMvu6tg0ZiSX9SGEq%2Fuploads%2FtL6khMdPXwDYWhkvmvJE%2Fimage.png?alt=media&#x26;token=65742caf-3753-4749-bd91-71fff90ecccc" alt="" data-size="original"> | <img src="https://1999217057-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEFmrMvu6tg0ZiSX9SGEq%2Fuploads%2F9duy6oKUWpnd7jLeTPrp%2Fimage.png?alt=media&#x26;token=daa2b4de-c0e2-4f09-baba-6342b5751c45" alt="" data-size="original"> | <img src="https://1999217057-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEFmrMvu6tg0ZiSX9SGEq%2Fuploads%2FZCKAtSr4G2KwINS7JJf4%2Fimage.png?alt=media&#x26;token=b0823986-a321-4db2-a8df-17bc7f672d21" alt="" data-size="original"> |

#### **Reward list category carousel**

You can choose whether you’d like your rewards list showing with a rewards or venues category carousel.

* The **rewards category carousel** shows a filter bar of reward categories at the top of the list.
* The **venues category carousel** shows a filter bar of venue categories at the top of the list, which filters rewards based on the venue they are associated with’s category. If a reward is not associated with a venue, it is shown in a fixed ‘Highlights’ section at the top.

You can see a preview of the category carousel in the Four-wide Reward List layout preview above.

***

## **Activity or wallet screen**

You can choose between an Activity tab or a Wallet tab.

{% tabs %}
{% tab title="Wallet" %}
The Wallet screen allows users to save voucher-code rewards to their Wallet, to redeem at a later point.

* A user's activity log can be seen by tapping 'Recent Activity' at the bottom of the Wallet screen which opens a drawer.
* You can optionally choose to show a different 'empty wallet' graphic.
* No code voucher redemptions are always instant and cannot be saved to wallet.

| Users are given the option to 'save reward to wallet' after purchase.                                                                                                                                                                                      | Users see a Wallet tab in the primary navi rather than an Activity tab.                                                                                                                                                                                    | Users can browse the vouchers inside their wallet.                                                                                                                                                                  | Users can see their recent activity by tapping 'Recent Activity' at the bottom of the Wallet.                                                                                                                       |
| ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| <img src="https://1999217057-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEFmrMvu6tg0ZiSX9SGEq%2Fuploads%2Fv8GIAoRZsL5ZBM9pb4ml%2Fimage.png?alt=media&#x26;token=c7ddea01-4d99-42a6-bb77-4b302d4a200b" alt="" data-size="original"> | <img src="https://1999217057-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEFmrMvu6tg0ZiSX9SGEq%2Fuploads%2FjdXaJRFtYTIqjo7YeGuy%2Fimage.png?alt=media&#x26;token=7455b550-9fbe-4a31-9a22-8e6f1fbcb38a" alt="" data-size="original"> | ![](https://1999217057-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEFmrMvu6tg0ZiSX9SGEq%2Fuploads%2F2dj581vVjXIY5E90ov7M%2Fimage.png?alt=media\&token=27ad36c1-c7ee-4b10-812a-760c169529b6) | ![](https://1999217057-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEFmrMvu6tg0ZiSX9SGEq%2Fuploads%2FkkGajXcZwc1VT1f2sI16%2Fimage.png?alt=media\&token=35ddb7f3-0f4d-41a5-bbe5-bead731aca0e) |
| {% endtab %}                                                                                                                                                                                                                                               |                                                                                                                                                                                                                                                            |                                                                                                                                                                                                                     |                                                                                                                                                                                                                     |

{% tab title="Activity" %}
The activity screen eliminates the Wallet screen and Wallet function from the app - all vouchers become instant redeem vouchers.

<img src="https://1999217057-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEFmrMvu6tg0ZiSX9SGEq%2Fuploads%2FXJQzSULkB7LckAqmeGT0%2Fimage.png?alt=media&#x26;token=ad0f2027-fa4b-4fbb-9df8-906dfaac0996" alt="" data-size="original">
{% endtab %}
{% endtabs %}

***

## Hamburger menu

Items in the Hamburger menu can either link to a web address URL or show rich format text (no images) **only**. They **cannot** link to other screens within the app or perform ‘functions’ (such as specific reward categories, venues, logout etc.).

| **Hamburger Menu**                                                                                                                                                                                                                                         | **Showing URL**                                                                                                                                                                                                                                            | **Showing rich format text**                                                                                                                                                                                                                               |
| ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| <img src="https://1999217057-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEFmrMvu6tg0ZiSX9SGEq%2Fuploads%2FDyzWoSf1sm16HxwPDkdo%2Fimage.png?alt=media&#x26;token=d6ab7892-f2f1-4a5e-9a36-cadb61998255" alt="" data-size="original"> | <img src="https://1999217057-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEFmrMvu6tg0ZiSX9SGEq%2Fuploads%2FHhgZA2t1K5y7gIFxtMLd%2Fimage.png?alt=media&#x26;token=1ad4a835-80de-4ae2-b419-712fe6a10c07" alt="" data-size="original"> | <img src="https://1999217057-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEFmrMvu6tg0ZiSX9SGEq%2Fuploads%2Fsa1cf9sNlAkyaj6N1dCg%2Fimage.png?alt=media&#x26;token=ede73e2f-063f-4149-bfe9-4ca6deebf9df" alt="" data-size="original"> |

***

## Modules

### **Venues**

You can choose how venues are displayed in the app.

| **Map & List**                                                                                                                                                                                                                                             | **Category Carousel**                                                                                                                                                                                                                                      | **Category Carousel, Dense**                                                                                                                                                                                                                               |
| ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| <img src="https://1999217057-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEFmrMvu6tg0ZiSX9SGEq%2Fuploads%2FUKGTz1SZzRsGeB3t7jd5%2Fimage.png?alt=media&#x26;token=f6528f1c-dd9a-45da-9597-109859874d7a" alt="" data-size="original"> | <img src="https://1999217057-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEFmrMvu6tg0ZiSX9SGEq%2Fuploads%2FbuTY02nDda9QnblNrhv1%2Fimage.png?alt=media&#x26;token=cad4c528-a2ae-4092-82df-3bae65a0c2ff" alt="" data-size="original"> | <img src="https://1999217057-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEFmrMvu6tg0ZiSX9SGEq%2Fuploads%2F3XWmZXKV1cpzVVSLfzpG%2Fimage.png?alt=media&#x26;token=602a74bd-53d8-4359-915a-a16e63400be2" alt="" data-size="original"> |

### **Promo codes**

Enables the promo code interface in the app.

{% hint style="info" %}
Requires the Promo Code module.
{% endhint %}

| <img src="https://1999217057-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEFmrMvu6tg0ZiSX9SGEq%2Fuploads%2F46ZpnaUS7iCNyM1A4px5%2Fimage.png?alt=media&#x26;token=d201fced-1f5e-4216-8605-d2e36aec008a" alt="" data-size="original"> | <img src="https://1999217057-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEFmrMvu6tg0ZiSX9SGEq%2Fuploads%2FAUv56hNNfTjEUfa74nha%2Fimage.png?alt=media&#x26;token=1fdeeac5-7f91-466f-8882-e0815c6254af" alt="" data-size="original"> |   |
| ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | - |

### **Referrals**

Enables the refer-a-friend functionality in the app.

{% hint style="info" %}
Requires the Referrals module and a Branch account.
{% endhint %}

| **Generate Referral Invite in Preferences**                                                                                                                                                                                                                | **Referral Link Validation During Registration**                                                                                                                                                                                                           |   |
| ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | - |
| <img src="https://1999217057-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEFmrMvu6tg0ZiSX9SGEq%2Fuploads%2FHdOkXyNjY4iHoHJ1AMbz%2Fimage.png?alt=media&#x26;token=799a5fc0-ce7b-44f5-a10e-3634c27e5963" alt="" data-size="original"> | <img src="https://1999217057-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEFmrMvu6tg0ZiSX9SGEq%2Fuploads%2FEvKWfv5S6f1SZpuPtXXP%2Fimage.png?alt=media&#x26;token=c1bc68fc-a004-4fa2-a04e-ca814cf25d38" alt="" data-size="original"> |   |

### **Receipts**

Enables the receipts scanning functionality in the app. You can also choose which receipt formats are accepted.

{% hint style="info" %}
Requires the Receipts module.
{% endhint %}

| **Receipt Scan Launcher**                                                                                                                                                                                                                                  | **Receipt Scan Type Select**                                                                                                                                                                                                                               | **Receipt Scan Advice**                                                                                                                                                                                                                                    | **Receipt Scan Approved**                                                                                                                                                                                                                                  |
| ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| <img src="https://1999217057-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEFmrMvu6tg0ZiSX9SGEq%2Fuploads%2FbkMSm0T4heHqu8m7WnLW%2Fimage.png?alt=media&#x26;token=1888c02d-5cb0-4fe9-872a-2d30cfb09350" alt="" data-size="original"> | <img src="https://1999217057-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEFmrMvu6tg0ZiSX9SGEq%2Fuploads%2FsxaXWbvFSYnMAdWw6mqd%2Fimage.png?alt=media&#x26;token=3d4223bf-7139-4234-ba7c-a805209a61df" alt="" data-size="original"> | <img src="https://1999217057-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEFmrMvu6tg0ZiSX9SGEq%2Fuploads%2F15GchWGpyjSCevWKIGAw%2Fimage.png?alt=media&#x26;token=472ac48d-431b-4d31-8cfa-e797d8ad4009" alt="" data-size="original"> | <img src="https://1999217057-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEFmrMvu6tg0ZiSX9SGEq%2Fuploads%2FpcHClu4vabrGUTO4akFU%2Fimage.png?alt=media&#x26;token=f4278219-f868-4485-898e-6eed88fc0fa8" alt="" data-size="original"> |