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Turn your company’s app into a place your reps open every day. Whether you’re managing content, watching results or building community, this guide helps you create an app experience that keeps people coming back.

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Build your engagement foundation

Engagement starts with compelling content and a clear design. Your app needs regular care to stay useful.

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Keep your content fresh

Your content library drives engagement. Keep it fresh in three ways: 1. Refresh regularly
  • Review your content every week.
  • Remove outdated material promptly.
  • Highlight new products.
2. Organize it
  • Create clear categories.
  • Build targeted playlists.
  • Tag content so it’s easy to find.
  • Feature your most popular items.
3. Share success stories Nothing drives engagement like real results from real people. Feature your reps’ and customers’ genuine stories, with their permission.

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Think mobile first

Your app should feel like a personal assistant in every rep’s pocket, not a scaled-down website. Build the Home screen in the admin’s Home Tabs from widgets that put the most-used tools up front:
Test your app on different devices and screen sizes. What looks right on your phone might need adjusting on others.

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Track and improve engagement

Your numbers show what’s working.

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Daily signs to watch

Check these every morning:
  • How many reps are active. The Field tab of the admin’s Home dashboard shows reps active yesterday and this month.
  • How much reps share
  • When the app is busiest
  • How much your team communicates
  • How often customers interact with reps
These numbers are your app’s pulse. They tell you whether your engagement strategy is working.

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Training and development

A good training program is built in layers, from a strong foundation up.

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Map the learning journey

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Build your resource library

Make your training as dynamic as your platform. Include: Quick guides:
  • Feature walkthroughs
  • Task checklists
  • Tips and tricks
  • Troubleshooting guides
In-depth content. The best training explains why something matters, not just what to do. Real success stories make training more engaging.

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Learn by doing

  1. Live demonstrations
    • Show real-world uses.
    • Address common challenges.
    • Share insider tips.
  2. Practice sessions
    • A safe place to experiment
    • Immediate feedback
    • Learning from peers
  3. Success workshops
    • Share winning strategies.
    • Discuss real examples.
    • Build best practices.
Record your live training sessions. They add to your resource library and help people who couldn’t attend.

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Key engagement features

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MySite

Help reps turn their MySite into a sales tool:
  • Guide their theme choices.
  • Encourage regular updates.
  • Showcase the right products.
  • Track how well it captures leads.

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Contacts

Help reps build relationships at scale:
  • Import and organize their contacts.
  • Follow what contacts engage with.
  • Set follow-up tasks.
  • Keep nurturing relationships.

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Announcements

Announcements can go to everyone, or only to certain countries or ranks, and you can send a push notification about each one. For a team or one person, use Messaging instead.

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Shopping experience

Make buying easy:
  • Feature products strategically.
  • Promote current offers.
  • Keep checkout smooth.
  • Follow up on abandoned carts. See Cart abandonment.
  • Watch what people buy.

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Keep the home screen working

The Home screen is mission control for engagement. Useful widgets in Home Tabs include:
  • Quick Links, for one-tap access to key screens
  • Analytics, showing each rep’s visitors, views and shares
  • Calendar, for upcoming events
  • Leaderboard, ranking reps by shares, order volume or web traffic
  • Catchup and To-Do List, for each rep’s follow-ups
Refresh it regularly:
  • Update your announcements.
  • Feature upcoming events.
  • Spotlight achievements.

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Communicate well

Great communication is the heartbeat of engagement. Build it in layers:
  1. Essential communications that everyone needs
  2. Regular engagement
  3. Feature updates
  4. Targeted announcements

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Choose the right channel

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Keep your community informed

  • Share platform updates promptly.
  • Announce new features with clear benefits.
  • Highlight results.
  • Recognize achievements regularly.
  • Give constructive feedback.

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Build a rhythm

Different tasks need different rhythms.

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Every day

Morning:
  • Check recent activity.
  • Handle urgent follow-ups.
  • Review your key numbers.
Midday:
  • Add fresh content.
  • Reply to messages.
  • Watch your results.
End of day:
  • Plan tomorrow’s content.
  • Schedule announcements.
  • Note your wins.

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Every week

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Every month

  1. Content
    • Review your whole library.
    • Archive outdated content.
    • Plan next month’s themes.
    • Review engagement.
  2. Performance review. Look for the stories behind your numbers, not just the numbers.

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Every quarter

  1. Strategy review
    • Look at long-term trends.
    • Find growth opportunities.
    • Plan major updates.
  2. App improvements
    • Roll out new features.
    • Improve existing tools.
    • Refresh training materials.
  3. Community building
    • Celebrate the quarter’s wins.
    • Recognize top performers.
    • Launch new initiatives.
Try spending 20 minutes each morning reviewing contact engagement and planning follow-ups.

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Run a sharing contest

Contests can drive app adoption and growth.

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Set it up

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Write clear rules

  • Who can take part
  • Minimum shares
  • Which content counts
  • How results are verified
  • What the prizes are

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Keep it exciting

  • Post leaderboard updates. The Leaderboard widget can rank reps by shares.
  • Highlight successful sharing strategies.
  • Celebrate milestones.
  • Share progress regularly.
  • Share examples of what works.
Consistent communication and recognition keep excitement high.

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Recognize and reward

  1. Right away
    • Announce winners promptly.
    • Share their stories.
    • Deliver prizes quickly.
  2. Over time
    • Recognize more than one category.
    • Write down what worked.
    • Turn it into a playbook for next time.

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Business tools

  • Encourage reps to share with SmartLinks.
  • See who engages.
  • Watch which shares lead to orders.
  • Improve your landing pages.
  • Share what works.

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Analytics

  • Review your results regularly.
  • Share insights with your team.
  • Find growth opportunities.
  • Measure the return on your initiatives.
  • Watch how many reps use the app.
App engagement comes from steady attention to what your users need, and regular improvements based on results.

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Your path forward

Engagement works like a flywheel: better features lead to more use, more use brings more feedback, and feedback leads to better results.

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Your next steps

  1. Start small, think big
    • Choose one area to improve first.
    • Measure where you are now.
    • Make improvements step by step.
    • Write down what works.
  2. Build momentum
  3. Scale what works
    • Share wins with your team.
    • Document best practices.
    • Train others on what works.
    • Repeat and refine.
The most successful apps aren’t built in a day. Focus on steady progress over perfection.

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Frequently asked questions

The targets below are examples. Set your own from your starting numbers.User activityTeam performanceBusiness impactFocus on numbers that lead to action. Every metric should point to something you can improve. The admin’s Home dashboard shows revenue and rep activity, and each rep’s Analytics widget shows their visitors, views and shares. See Daily signs to watch.

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Get help

Email Fluid support at help@fluid.app. The Getting help page lists what to include in your request.