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The mobile app puts your business in your pocket. Use it to connect with customers, keep up with your team, share content and track your results.

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Get started

1

Download the app

Download your company’s app from the App Store or Google Play.
2

Sign in

Sign in with your email address.
3

Look around

Your home screen is set up by your company. Take a moment to see what’s there, such as your recent activity and your results.

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Stay in touch

Messaging in the app keeps you connected in three ways:
  • Customer and contact messages. Answer questions quickly and personally, and keep each conversation in one place.
  • Team chats. Start a team or group message to share wins and best practices, coordinate activities, and learn from each other.
  • Broadcast channels. Follow company-wide updates, such as product launches, promotions, training opportunities and recognition. Your company posts in these channels, and everyone else reads.

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Make the most of events

Your company’s events appear in the app’s calendar. From an event, you can add it to your phone’s calendar, copy its details to share with your contacts, and join it through its link. If your company turns on an event’s notifications, Fluid also reminds you about an hour before it starts. Before an event:
  1. Share it with your contacts early.
  2. Explain what attendees will learn or get.
  3. Invite people personally, not just with a broadcast.
The most successful events combine education with excitement. Give attendees something to learn and something to celebrate.

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Share your story

Your content can make a real difference when you share it well. Share:
  • Before-and-after results
  • Product demonstrations that solve real problems
  • Success stories that inspire action
  • Results that show what’s possible
When you share with a specific person, send it as a SmartLink. What they do with your content then shows in their activity, so you can focus your follow-up where it matters most.

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Keep learning

Your company’s trainings are in the app. Make time for them, and focus on:
  • Business fundamentals and daily operations, the core skills your business is built on.
  • Product knowledge, so you can show real value in every conversation.
  • Professional skills such as leadership and communication, which help you build your team.
  • Compliance, so you always work within your company’s and your industry’s guidelines.

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Build a daily routine

In the morning:
  1. Check your home screen and your results.
  2. Reply to priority messages.
  3. Check upcoming events.
  4. Continue a training.
During the day:
  • Share content when your audience is most active.
  • Follow up with prospects while they’re still interested.
  • Keep your team’s energy high with regular check-ins.
At the end of the day:
  1. Review your results.
  2. Plan tomorrow’s priorities.
  3. Look ahead to upcoming events.
  4. Clear completed tasks.
Aim to make at least 5 meaningful customer connections every day.

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Measure what matters

Keep an eye on:
  • Sales and how they’re trending
  • Event attendance
  • How people interact with your content
  • Team activity
  • Customer satisfaction
Use the app’s analytics to track your progress toward your goals, spot what’s working, adjust your approach, and celebrate your team’s wins.

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Frequently asked questions

Brand teams create events in the admin’s Events screen. Make each part count:Plan the event in phases:Great events start strong, stay interactive, and end with clear next steps. They deliver clear value, solve real problems and inspire action. Leave attendees both educated and energized.

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Get help

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