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Use the Navigation screen to set up your company’s mobile app navigation: the screens on the app’s bottom bar, their order, and any custom links. You can create more than one navigation and use access rules to choose which members see each one. Your website’s menus are on a separate screen, under Website › Navigation. For how reps use the app, see Mobile app.

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Where to find it

In the admin sidebar, under Mobile App, select Navigation.
To open this screen and its editor, your role needs View only or Full access for Mobile Pages. With View only, navigations open read-only. To create, edit, publish or delete navigations, it needs Full access. On the Roles screen, Mobile Pages is in the Content & Website card. Open the card and set access from the Mobile Pages area’s menu, not the card’s.

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What’s on the screen

The New navigation button is at the top of the page, above the list of your company’s navigations. Your default navigation is always in the list, with a Default badge. It starts out named Navigation. Members who don’t match any other navigation see it.
  • The All, Active and Inactive tabs filter the list by status.
  • Use the search box to find a navigation by name.
  • The sort button sorts by Name or Status. Until you sort, the newest navigations come first.
  • The filter button opens Filters: Status, Countries, Ranks and Languages. The last three find navigations whose access rules include any value you pick. Click Apply Filters, or Reset All to clear the filters.
The list has these columns:
  • Name: the navigation’s name.
  • Status: Active or Inactive. Members only see active navigations.
  • Audience: a chip for each kind of access rule (Member Type, Country, Language or Rank), with its values. Countries show as flags. All members means the navigation has no access rules.
  • Items: how many items the navigation has, including hidden ones.
Click a navigation to open it in the editor. Each row’s actions menu has Edit, Publish or Unpublish, and Delete. The default navigation’s menu has only Edit. The editor fills the screen. Its top bar has a close button (X), the navigation’s name, a settings (gear) button and Save. Below are the item list, a phone preview and the Settings panel. To close Settings, click its X. The gear button opens it again. Item list. Items are the screens and links you can put on the app’s bottom bar:
  • System screens: Home, Share, Messaging, Contacts and Shop. They’re part of the app. You can hide and show them, but you can’t rename them, change their icons or delete them.
  • Custom links: web pages you add, marked Custom. They open inside the app.
The list has two sections:
  • In navigation: the items on the bottom bar. Top to bottom here is left to right on the bar. The bar shows up to six items. With more than six, the first five stay on the bar and the rest go to a More menu, which starts at the More menu divider.
  • Hidden: items that aren’t on the bar. Hidden system screens stay here so you can show them again.
Phone preview. The preview shows the bottom bar as icons, with the previewed screen’s icon in your company’s brand color. Click an icon, or an item in In navigation, to preview that screen. The three-dot icon opens the More menu.
  • Home, Share and Shop show a published page from your Home Tabs, Share Tabs or Shop Tabs, with its top tabs.
  • Messaging and Contacts show sample screens with a Built into the app notice. The content isn’t your company’s data, and you can’t change it here.
  • A custom link shows its web page. Some sites can’t be previewed here but still open normally in the app.
Settings panel. With no item selected, Settings shows the navigation’s settings:
  • Name: required.
  • Active: when it’s on, members who match the access rules see this navigation. The default navigation always stays active.
  • Access rules: who sees the navigation. See Choose who sees a navigation. The default navigation applies to all members and can’t have access rules.
Item settings. Click an item in the list to see its settings, and Done to go back. For a system screen:
  • Icon: the icon when the screen isn’t selected (Inactive) and when it is (Active). The app sets these icons.
  • Content: for Home, Share and Shop, a button such as Edit home page content opens Home Tabs, Share Tabs or Shop Tabs. Build those screens’ pages there, including the tabs across the top. For Messaging and Contacts, a link opens the Messaging or Contacts screen. If you have unsaved changes, you’re asked to save them first.
For a custom link:
  • Label: the link’s name in the app. Required.
  • URL: the page to open. Enter a full address that starts with https:// or http://, such as https://example.com/rewards.
  • Open in full screen: off by default. When it’s on, the link opens as a full-screen page instead of inside a tab.
  • Icon: to change the link icon, click Change icon and pick one.
If someone else saved the navigation after you opened it, saving opens a Someone saved newer changes message. Click Reload to get their version, then make your changes again.

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Tasks

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Create a navigation

1

Start a new navigation

Click New navigation. Fluid creates an inactive navigation named New navigation, with a copy of the default navigation’s items, and opens it in the editor.
2

Name it

In Settings, change the Name.
3

Choose who sees it

Add at least one access rule. You can’t save without one. See Choose who sees a navigation.
4

Set up the items

Show, hide, order or add items. See Change the items.
5

Turn it on

Turn on Active when you want members to see it. Leave it off to keep the navigation as a draft.
6

Save

Click Save. The confirmation message says your changes appear when members next open the app.
The new navigation stays in the list even if you close the editor without saving. Delete it if you don’t need it.

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Change the items

1

Open the navigation

In the list, click the navigation.
2

Show or hide items

Use the switch on an item’s row, or drag the item between In navigation and Hidden. Items you show again go to the end of In navigation. Home can’t be hidden: it’s the app’s landing screen.
3

Change the order

Drag items by the handle on the left of their rows to reorder them in In navigation.
4

Add a custom link

Click Add custom link. A link named Custom link appears at the end of In navigation, with its settings open. Enter its Label and URL, and set Open in full screen and Icon if you need them.
5

Save

Click Save.
To remove a custom link, select it, click Delete, then click Remove link. It’s removed when you save. System screens can only be hidden.

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Choose who sees a navigation

1

Open the navigation's settings

Open the navigation. If an item’s settings are showing, click Done.
2

Add a rule

Under Access rules, click Add rule and choose Rank, Country, Language or Member Type.
3

Pick the values

In the rule’s card, select one or more values.
4

Add more rules if you need them

Each rule gets its own card, joined by And. To remove a rule, click the X on its card.
5

Save

Click Save.
How Fluid chooses each member’s navigation:
  • A member can see an active navigation if they match every rule card. Within a card, any one selected value is enough. For example, a Country rule for Canada and a Language rule for French reach members in Canada whose language is French.
  • If a member matches more than one navigation, the most specific wins. A Language rule counts most, then Country, then Rank, then Member Type. Between equally specific navigations, the most recently updated one wins.
  • Members who match no other navigation see the default navigation.

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Publish or unpublish a navigation

Set the navigation’s access rules in the editor before you publish it.
1

Open the actions menu

In the list, open the navigation’s actions menu.
2

Choose Publish or Unpublish

Choose Publish to make the navigation active, or Unpublish to make it inactive. A confirmation message appears.
You can also turn Active on or off in the editor’s Settings and click Save. When you publish a navigation, or save one that’s active, any other published navigation with exactly the same access rules is unpublished. You can’t unpublish the default navigation.

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Delete a navigation

1

Choose Delete

In the list, choose Delete from the navigation’s actions menu.
2

Confirm

In the Delete Navigation? dialog, click Delete.
You can’t undo this. Members who saw the navigation then get the next one that matches them, or the default navigation. You can’t delete the default navigation.

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Frequently asked questions

Save stays grayed out until you change something. It also stays off while the Name is empty, while a navigation other than the default has no access rules, or while a custom link has no Label or no valid URL. Click Save anyway to open the setting that needs fixing.If there’s no Save button, your role doesn’t have Full access for Mobile Pages. See Roles.
Check that:
  • The navigation is Active. Publishing or saving another active navigation with exactly the same access rules unpublishes it.
  • The members match every access rule card.
  • No more specific navigation matches them. See Choose who sees a navigation.
Saved changes appear when members next open the app.