So far in our Task-Based Training series, we’ve looked at various ways you can share your app as well as best practices of sharing. In our last two sessions, we looked at how critical it is to integrate the sales process with your app and how to create consistent branding. Next up we’ll focus on how you can take your app to the next level by highlighting custom content with customized buttons.

Why Custom Content Matters

There are two primary reasons to focus on creating and promoting custom content. First, valuable custom content adds credibility to your brand. By creating valuable resources, others view you as an expert and your offering as more valuable. This means they are likely more willing to pay a premium for your services.

Second, custom content is by definition unique. It differentiates you and your brand, and it’s more engaging. If you have content that can’t be found anywhere else, your app is automatically more interesting and engaging.

Highlight Your Content

Hopefully, you’re already highlighting your content through your online presence. If you have existing content, be sure to connect app users to that content.  With customized buttons, you can link to any existing resource on the internet. Customized buttons also allow you to include custom content within your app. Documents, brochures, graphics, and promotional materials can all be “linked” to a button in your app. We’ll look at adding documents into your app in our next session. For now, let’s highlight how to link buttons to existing resources.  You can add app buttons that link to:

  • a blog
  • a podcast
  • a published article or opinion piece
  • customer reviews
  • videos

You can add, edit, and move buttons based on how you want to highlight your content. Here’s how:

Add a New Button

  1. Log in to the dashboard and navigate to the ‘Buttons’ tab.
  2. Select the app tab you want to customize from the dropdown menu and select ‘Add a Button’ at the bottom of the list of existing buttons.
  3. Enter the title for your button in the “Button Label” field and select an “Action Type” from the dropdown menu (usually an External Web link).
  4. Locate and copy the website address you would like the button to access.
  5. Paste the website in the “Link/URL” field and click the Save icon. You will see the app update in the preview.

Edit a Button

  1. Log in to the dashboard and navigate to the ‘Buttons’ tab.
  2. Select the app tab you want to customize from the dropdown menu and click the icon in the “Edit” column next to the button you want to adjust.
  3. Use the same process listed above to adjust the button label, action type, or link/URL.
  4. Click the “Save” button to update your information.

Delete or Hide a Button

  1. Log in to the dashboard and navigate to the ‘Buttons’ tab.
  2. Select the app tab you want to customize from the dropdown menu and click the “x” icon in the “Delete” column to remove the button permanently or the circle-backslash icon in the “Hide” column to hide it from view but save the button’s information for future use.

Adjust the Order of a Button

  1. Log in to the dashboard and navigate to the ‘Buttons’ tab.
  2. Select the app tab you want to customize from the dropdown menu and use the arrow icons to the left of the desired button to drag it up or down to the desired location on the page.

To “move” a button to a new tab/page of your app, delete or hide the button on its existing page and add it to the desired page of your app. Navigate to a new page using the dropdown menu towards the top of the ‘Buttons’ tab.

Task 8: Use Customized Buttons to Highlight Custom Content

Start reviewing your app today! Your next task is to review your existing content and make it accessible in your app through customized buttons. We’ll review how to update documents and resources in an upcoming session. For now, make sure your app is just the way you want it. Some members in an enterprise account might have a “read-only” status on their dashboard, so if you need help adjusting a button, let us know!

Resources

How to Add/Edit Buttons on your App

CardTapp 201: Session 4 – Advanced App Customization

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