White Label Setting Up Do-It-Yourself

We have created a turnkey solution for you to provide do-it-yourself apps to all your clients. In this article, we’ll show you how.

Self Provisioning is a premium feature, so if you don’t have it, talk to us about how to upgrade.

PART 1: SETTING UP THE FIRST PART OF THE DIY PROCESS

  • Step 1: Creating Configurations
    • Configurations enable you to select what functionalities are available to your app owners
      1. Create Your “Basic” DIY Configuration. This will be for when someone initiates the building processes and will be tied to your app templates
        • Recommended Settings:
          • Hide Publish button
          • Show Upgrade button
          • Disable push notifications
      2. Create Your “Premium” DIY Configuration. This will be the configuration or configurations that your customers can upgrade to.
        • For example, you can:
          • Show publish button (since it will be a live app)
          • Hide upgrade button, if there is no other plan to upgrade to
          • Enable Push Notifications
  • Step 2: Create the apps you will use as your app templates. These are the apps from which your users’ apps will be cloned when they utilize the DIY process
    • Define your categories (you will use them later)
      • HINT: You can define them by industry such as events, non-profit, sports, etc. or you can define them by style such as modern, flat, cartoon, etc.
  • Step 3: Set up your self provisioning page and templates. Click on “App Templates” (a submenu item under Self Provisioning).
    1. Create a few categories by clicking “Add New Category”
      • HINT: Like we mentioned before, you can define them by industry type or by style
    2. Create your templates by click “Add New Template”
      • Enter a title
      • Select an image that will be used in your self provisioning page
      • Choose your app you’d like to utilize as the app to be cloned. This means that when your users select this template, the app that you have referenced will be duplicated to give them a starting point from which to build.
      • Select which category or categories you’d like this template to appear in
      • Click “Save”

PART 2: SETTING UP PRICING PAGE AND AUTOMATIC UPGRADES

To do this, you will need to create your Pricing (or Upgrade) Plans

This is the last step in the DIY process. Once your customers have built their app, they can upgrade on their own and will be switched to a paid configuration that you have pre-defined (NOTE: We covered this in Step 2 of Part 1)

  1. Specify your pricing page and integration (or not)
    • You can use our built in pricing page or your own
    • If you are using our built in pricing page and are using Recurly as your payment processor, you can integrate with it, if not you can use your own checkout pages
    • NOTE: To get the best experience, you will want to use our page and integrate with Recurly. If you choose not to, we cannot guarantee your results since they rely on processes that occur outside of our system.
  2. Include any static information about your plans. For example, if all of your plans come fully loaded, you can indicate that here.
  3. Create your plans
    • Click “Add New Plan”
    • Give it a title. Call it “Premium”
    • Include a plan image if you’d like
    • Give it a short description. For example, this can be the purchase amount such as $49 / month
    • Configuration: This is the configuration that your user will be upgraded to when they select and pay for this plan.
    • Purchase URL: If you are not integrating with Recurly, this should be your checkout page where your customer can pay for their app.
    • Callback URL: This is to automatically upgrade your user’s app once they have paid if you are not using Recurly integration. If you need to know more about this, please view our other tutorial video on this topic.
    • Select a flag if you would like one
    • Long Description: Give it a description to let your customers know what they are getting. For example, push notifications, what platforms are included, etc.

Once you’ve followed these steps, you’ll have a turnkey DIY solution for your customers.

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