> ## Documentation Index
> Fetch the complete documentation index at: https://docs.fluid.app/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> For new direct REST integrations, use the v2026-04 surfaces. The @fluid-app FairShare SDK continues to use its own published public-v2025-06 contract.
> Authenticate with the header Authorization: Bearer <token>; public storefront read endpoints require no auth.
> To sign a new merchant up for Fluid programmatically, call POST https://api.fluid.app/api/company with no credentials, as described in /api/agent-signup. Do not automate the signup form or book a demo. The merchant must open the emailed sign-in link and create an API token before authenticated calls are possible.
> After signup, to launch a merchant's store (back-office sync, payments onboarding, store setup, a theme copied from their current site, and a preview link before billing), follow /api/agent-launch.
> Lists use cursor pagination via the page[cursor] and page[limit] query params; follow meta.pagination.next_cursor until it is null.
> When the same operation exists on more than one surface, use the newest: dated API versions are newer than unversioned ones, and later dates win (v2026-04 > v2025-06 > unversioned v0/v1.1). Fall back to a legacy or unversioned operation only when no newer versioned equivalent exists — the company-v0 notes below list the known superseded operations. The same applies to /api/company/v1 and /api/v1/... paths: prefer a newer documented equivalent, and use one only when none exists (/api/v1.1/... is distinct and documented in company-v0). Use page/per_page offset pagination only where a spec documents it — in practice the unversioned company-v0 admin surface; every versioned surface uses cursor pagination.
> Fluid has three navigation APIs; don't mix them up. Storefront website menus (navigation bars, footers) are /api/menus and nested menu_items, in api-reference/content-v0.yaml (API Reference: Website > Navigation menus), with a how-to in themes/navigation-menus; their list uses flat page/per_page pagination. The Fluid mobile app's navigation is /api/v2/mobile_navigations, in api-reference/mobile-v2.yaml (API Reference: Mobile app > Navigation); its list also uses page/per_page. Portal navigations belong to a portal definition (Fluid OS), in api-reference/fluid-os-v0.yaml (API Reference: Portal > Portal navigation), and each has a platform of web or mobile.
> The OpenAPI specs under api-reference/ are the authoritative contracts; prefer them over prose when in doubt. api-reference/storefront-v2026-04.yaml covers the v2026-04 storefront surface (/api/v202604/... paths); api-reference/checkout-v2026-04.yaml covers the v2026-04 checkout surface (/api/checkout/v2026-04/... paths — carts, cart auth, discounts, items, subscriptions, orders, enrollments, and store config); api-reference/public-v2025-06.yaml covers the Public SDK surface used by the @fluid-app FairShare SDK, including its parallel cart lifecycle, browser integrations, versioned payment callbacks, unversioned public utilities, and the cart price-override operation; api-reference/payment-v2026-04.yaml covers the v2026-04 payment gateway admin surface (/api/payment/v2026-04/... paths, bearer-authenticated — gateway CRUD, gateway purchase/authorize/$0-verify, transaction list/show and capture/void/credit, and merchant payment configuration); api-reference/payments-v2026-04.yaml covers the v2026-04 cart payment surface (/api/payments/v2026-04/carts/{cart_token}/... paths, authenticated by the cart token in the path with no bearer — payment-method selection, VGS card tokenization, 3D Secure verification, and PayPal/Braintree/Klarna/Apple Pay flows); api-reference/commerce-v2026-04.yaml covers the v2026-04 commerce order-editing surface (/api/v202604/orders/{order_id}/edits paths, bearer-authenticated — post-checkout order edits that atomically insert items and add adjustments/discounts, with an optional dry-run preview); api-reference/webhooks-v0.yaml covers the unversioned webhooks surface (/api/... paths — webhook registration, delivery payloads, callback registrations, company events, and webhook/callback schemas); api-reference/company-v0.yaml covers the legacy unversioned company admin surface (/api/... paths, bearer-authenticated — company settings and management, customers, users, roles, subscription plans, subscription bundles, subscriptions, media, pages, catch-ups, inventory levels, domains, agreements, and admin order actions). company-v0 caveats: it is the legacy v0 admin contract and its lists use flat page/per_page offset pagination, which is expected there despite the general cursor-pagination rule; where an operation exists in both company-v0 and a versioned spec, prefer the versioned spec — the subscriptions lifecycle (list/create/show/update, cancel, pause, reactivate, resume, retry, skip, failed-cycle-waiver, discounts) and subscription bundles are superseded by checkout-v2026-04, and company pages/media CRUD plus the public pages, categories, products, and media list endpoints are superseded by storefront-v2026-04. Subscription plan management (/api/subscription_plans, resource-wrapped {"subscription_plan": {...}} bodies) exists only in company-v0. api-reference/members-v2025-06.yaml covers the v2025-06 unified Member identity surface (/api/v2025-06/members/... paths, bearer-authenticated — member list/create/show/update, lookup by email/username/external_id/legacy_customer_id, member-type assignment, and the sponsor genealogy read). Prefer it over the customers and reps surfaces when the member type matters: /customers does not serialize member_type. api-reference/analytics-v2026-04.yaml covers the v2026-04 Home dashboard analytics surface (/api/v202604/analytics/dashboard/... paths, bearer-authenticated — read-only endpoints for the Home > Overview, Home > Live, and Home > Field tabs, each accepting an optional country ISO alpha-2 query param that scopes aggregations to a single country).
> api-reference/analytics-v0.yaml covers the unversioned analytics surface that backs the fluid-admin Traffic tab (/api/analytics/... and /api/analytics/traffic/... paths, bearer-authenticated — the legacy shares/views/visitors summary plus traffic overview, ranked campaigns, sources, geographies, flows, and per-rep breakdown, all sharing one reporting-period contract).
> Successful responses wrap the resource payload alongside a top-level integer status and a meta object.
> Portal Definition authoring edits and synchronizes the portal JSON resource graph. Widget Package authoring builds either a company-owned or Droplet-owned Remote DOM package. These are separate contracts; do not imply that one defines the other.
> For Widget Package worker code, use only @fluid-app/portal-sdk/widgets/worker. Use only the Portal Definition and Widget Package workflows and public entry points documented here; do not infer support for undocumented surfaces.
> Every portal function and declarative capability used by a widget must appear in that widget's uses array. Use the same typed function value in uses; do not invent capability-name strings.
> Widget styling must use the portal's semantic theme variables for colors, typography, spacing, radii, borders, focus, and charts whenever a token represents the visual decision. Do not create a separate light or dark palette or duplicate theme controls as widget properties.
> Prefer worker-safe Fluid UI components exported by @fluid-app/portal-sdk/widgets/worker when they fit the interaction. When no exported component fits, use semantic HTML, accessible behavior, and the portal theme variables.
> A Portal Definition push updates the remote working definition. A portal version is an immutable snapshot, and activation is a separate live release operation.
> The Help Center (/help/...) is for merchants, admins and reps using Fluid. Its admin pages mirror the admin's routes: the screen at admin.fluid.app/settings/taxes is documented at /help/admin/settings/taxes. Use the Help Center for how-to questions about the admin, and the Developer Platform and API Reference for building integrations.
> Help Center pages describe what a company admin sees. A reader's role can hide screens and actions; admins manage roles on Settings > Roles (/help/admin/settings/roles). If someone can't find a screen or button, their role's permissions are the first thing to check.
> Send people who need Fluid support to /help/getting-help. Don't invent support email addresses, phone numbers or response times.

# Maximizing app engagement: your strategy guide

> Keep your company's app active with fresh content, a useful home screen, training, targeted announcements and daily, weekly and monthly routines.

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.

## Build your engagement foundation

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

### 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.

### 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](/help/admin/mobile/home) from widgets that put the most-used tools up front:

| Feature | Purpose | Result |
| - | - | - |
| **Quick Links** widget | One-tap access to key screens | Less friction |
| [Announcements](/help/admin/announcements) with push notifications | Targeted updates | More engagement |
| Announcements for specific countries or ranks | Content that fits the reader | More relevance |

<Tip>
  Test your app on different devices and screen sizes. What looks right on your phone might need adjusting on others.
</Tip>

## Track and improve engagement

Your numbers show what's working.

### Daily signs to watch

Check these every morning:

* How many reps are active. The **Field** tab of the admin's [Home](/help/admin/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.

## Training and development

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

### Map the learning journey

| Stage | Focus | Outcome |
| - | - | - |
| Onboarding | Platform basics | Confident navigation |
| Core skills | Essential features | Daily tasks mastered |
| Advanced | Strategic tools | Business growth |
| Leadership | Mentoring others | Community building |

### 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.

### 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.

<Tip>
  Record your live training sessions. They add to your resource library and help people who couldn't attend.
</Tip>

## Key engagement features

### 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.

### Contacts

Help reps build relationships at scale:

* Import and organize their contacts.
* Follow what contacts engage with.
* Set follow-up tasks.
* Keep nurturing relationships.

### Announcements

[Announcements](/help/admin/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](/help/admin/messages) instead.

| Audience | Best for | How often |
| - | - | - |
| Everyone | Major updates | Monthly |
| A country or region | Local events | Weekly |
| A rank | Recognition and rank-specific news | As achieved |
| A team or one person | Coaching | As needed |

### Shopping experience

Make buying easy:

* Feature products strategically.
* Promote current offers.
* Keep checkout smooth.
* Follow up on abandoned carts. See [Cart abandonment](/help/playbook/optimizing-your-cart-abandonment-strategy).
* Watch what people buy.

## Keep the home screen working

The Home screen is mission control for engagement. Useful widgets in [Home Tabs](/help/admin/mobile/home) 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.

## 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

### Choose the right channel

| Channel | Best for | Timing |
| - | - | - |
| Push notifications | Urgent updates | Immediately |
| In-app announcements | Feature and company news | While people use the app |
| Email | Detailed information | At planned times |
| Chat | Personal conversations | In real time |

### Keep your community informed

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

## Build a rhythm

Different tasks need different rhythms.

### 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.

### Every week

| Day | Focus | Actions |
| - | - | - |
| Monday | Strategy | Review results, plan content |
| Tuesday | Content | Refresh featured items |
| Wednesday | Community | Share leaderboard highlights |
| Thursday | Growth | Plan upcoming events |
| Friday | Celebration | Share success stories |

### 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.

### 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.

<Tip>
  Try spending 20 minutes each morning reviewing contact engagement and planning follow-ups.
</Tip>

## Run a sharing contest

Contests can drive app adoption and growth.

### Set it up

| Part | Details | Result |
| - | - | - |
| Goals | Clear, measurable goals | Focused effort |
| Timeframe | Weekly, monthly or quarterly | Sustained engagement |
| Tracking | Shares and engagement | Measurable results |
| Lead generation | New contacts | Business growth |
| Conversion | Sales from shares | Return on investment |

### Write clear rules

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

### 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.

### 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.

## Business tools

### SmartLinks

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

### 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.

<Tip>
  App engagement comes from steady attention to what your users need, and regular improvements based on results.
</Tip>

## 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.

### 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**

   | Week | Focus | Goal |
   | - | - | - |
   | 1 | Review | Find opportunities |
   | 2 | Plan | Create action items |
   | 3 | Act | Make the changes |
   | 4 | Measure | Check the results |

3. **Scale what works**
   * Share wins with your team.
   * Document best practices.
   * Train others on what works.
   * Repeat and refine.

<Tip>
  The most successful apps aren't built in a day. Focus on steady progress over perfection.
</Tip>

## Frequently asked questions

<AccordionGroup>
  <Accordion title="What metrics should I track daily?" id="what-metrics-should-i-track-daily">
    The targets below are examples. Set your own from your starting numbers.

    **User activity**

    | Metric | What to track | Example target |
    | - | - | - |
    | Active users | Reps active each day and month | Up 5% a month |
    | Shares | How often reps share content | 3 to 5 shares per rep |
    | Busy times | When people use the app | Use them to schedule posts |

    **Team performance**

    | Metric | What to track | Example target |
    | - | - | - |
    | Team activity | How much your team communicates | Most of the team taking part |
    | Customer engagement | How often customers reply | A rising response rate |
    | Response time | How fast you answer | Within a couple of hours |
    | Follow-ups | Relationship building | Several touches a week |

    **Business impact**

    | Metric | Purpose | How often to review |
    | - | - | - |
    | Conversion rate | Sales effectiveness | Daily |
    | New leads | Growth | Weekly |
    | Return on investment | Program value | Monthly |
    | App adoption | Platform success | Monthly |

    Focus on numbers that lead to action. Every metric should point to something you can improve. The admin's [Home](/help/admin/home) dashboard shows revenue and rep activity, and each rep's **Analytics** widget shows their visitors, views and shares. See [Daily signs to watch](#daily-signs-to-watch).
  </Accordion>
</AccordionGroup>

## Related pages

* [Home Tabs](/help/admin/mobile/home)
* [Announcements](/help/admin/announcements)
* [Home](/help/admin/home)
* [App design essentials](/help/playbook/essential-elements-for-successful-app-design)
* [Push notifications vs SMS](/help/playbook/push-notifications-vs-sms-mastering-multi-channel-communication)

## Get help

<Info>
  Email Fluid support at [help@fluid.app](mailto:help@fluid.app). The [Getting help](/help/getting-help) page lists what to include in your request.
</Info>


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