*The name is being changed from Custom Links to App Resources
With App Resources, you can enhance your app user's experience with more resources! You have the option to add App Resources right onto your menu tab inside of your app. These are fluid tabs and can be changed at any time. Below, we will walk you through how to add App Resources. If you do not see these options, it may mean that it is not available on your plan OR you are not the account admin.
TIER LEVELS
App Resources can be organized in either a 2-tier or a 3-tier structure, depending on your needs:
2 Tier: This is suitable for single agents or small offices/teams. It allows for a simple structure where each section directly contains links.
Example:
🛠 PARTNERS (section) > 🏠 Home Warranty; 🔎 Home Inspector; etc. (links)
3 Tier: This is ideal for larger organizations with multiple offices, counties, states, etc. It allows for a more complex structure with categories within each section, making it easier to manage a large number of links.
Examples:
🌉 CALIFORNIA (section) > 🛠 PARTNERS (section) > 🏠 Home Warranty; 🔎 Home Inspector; etc. (links)
🍊 FLORIDA (section) > 🛠 PARTNERS (section) > 🏠 Home Warranty; 🔎 Home Inspector; etc. (links)
HOW TO ADD APP RESOURCES
For 2 Tier
Section > Link
- Login to the Agent Dashboard.
- Click on 'App Resources' on the left-hand side.
- Click 'Add new section'.
- You will see a text box pop up. Enter the Section name here.
- Click on 'Edit' next to the section you just created.
- Click on 'Add new entry'.
- You will see the following options populate. Please fill them out:
- Heading: Recommend Name of Business/Individual
- Text: Can contain Business type, Email address, Phone number, etc.
- Link URL: Valid Website only (If your vendor/partners do not have a website you can place their Phone number and/or Email addresses in the Text section. Leave the URL Link section blank if there is no Website URL.)
- Once you have all the information inputted, click 'Update'.
- On the Sections column, click 'Update' to finalize and have the changes reflected in the app.
- If you have the app currently open, please force close and reopen to see the changes.
For 3 Tier
Section > Category > Link
- Login to the Agent Dashboard.
- Click on 'App Resources' on the left-hand side.
- Click 'Add new section'.
- You will see a text box pop up. Enter the Section name here.
- Tap on the yellow icon with the '+' in it.
- Add in the categories.
- Click on 'Edit' next to one of the categories you just created.
- Click on 'Add new entry'.
- You will see the following options populate. Please fill them out:
- Heading: Recommend Name of Business/Individual
- Text: Can contain Business type, Email address, Phone number, etc.
- Link URL: Valid Website only (If your vendor/partners do not have a website you can place their Phone number and/or Email addresses in the Text section. Leave the URL Link section blank if there is no Website URL.)
- Once you have all the information inputted, click 'Update'.
- On the Sections column, click 'Update' to finalize and have the changes reflected in the app.
- If you have the app currently open, please force close and reopen to see the changes.
HOW TO REARRANGE APP RESROUCES
- Login to the Agent Dashboard.
- Click on 'App Resources' on the left hand side.
- If you wish to move the Section Category, please click the Blue Arrow up or Down the appropriate amount of times until the category is located in the position you want it.
- If you wish to move a App Resources in a section category select the 'Move up' or 'Move down' the appropriate amount of times until the category is located in the position you want it. Click on Update at the bottom to save.
- Once you have everything where you want it, on the Section Category column click 'Update' to finalize and have the changes reflected in the app.
- If you have the app currently open, please force close and reopen to see the changes.
EXAMPLES OF SECTION CATEGORIES
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Community News
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Home Warranty Providers
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Lender Pre-qualifications
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Neighborhood Vendors
-
Special Offers
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Testimonials
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& Much More!