Skip to main content
Your mobile app is an extension of your brand. It shapes how reps and customers experience your company every day. This guide shows how to make your app reflect your mission and values.

Build a strategic foundation

Before you think about design, define your app’s core purpose. What should your reps get done when they open it each day? Prioritize the features that serve your mission, such as:
  • Product education and ordering
  • Team communication and support
  • Rep performance
  • Targeted training
  • Social sharing and recruiting
Choose features that serve your reps’ daily needs and reinforce your brand values.

Create content that drives engagement

Great content tells your brand’s story and keeps reps coming back. Every piece, from product demos to success stories, should reinforce what makes your company unique.

What makes content meaningful

Deliver real value through:
  • Product demonstrations and tutorials
  • Success stories and testimonials
  • Training resources and guides
  • Company news and announcements
  • Recognition and achievements
Mix content types. Combine eye-catching photos, engaging videos and helpful documents to keep your audience interested and informed.

Visual quality matters

Professional presentation builds trust. Your visual content should include:
  • High-quality product photos
  • Videos that stop the scroll
  • Consistent branding
And follow the technical basics:
  • Use the right image sizes.
  • Design for phones.
  • Keep image quality high.

Design for brand consistency

Your app should feel familiar to anyone who knows your company. Set your logos, colors, fonts and brand voice in the admin’s Brand Guidelines, and build your app’s screens with Home Tabs, Share Tabs and Shop Tabs. Brand consistency goes beyond looks. The way people use your app should reflect your brand’s personality, whether that’s energetic and bold, sophisticated and premium, or professional yet approachable. Consider how to:
  • Structure navigation so it feels natural
  • Organize content to tell your brand story
  • Design widgets that catch attention
  • Set up features that simplify daily tasks
  • Make sharing easy

Empower your field team

Success in direct selling comes from having the right tools at the right time. Make your app the first thing your field leaders open each morning.

Build their knowledge base

Make your app a learning hub. Start with:
  • Quick-start onboarding that gets new team members selling fast
  • Short product trainings they can watch between appointments
  • Step-by-step business-building guides
  • Compliance guidelines
  • Leadership lessons from your top performers
Make training easy to find when your team needs it. Create playlists for different situations:

Give them the right tools

What does your field team need to succeed today? Fluid’s mobile app gives them:
  • Insight: their own analytics, recent activity, and a leaderboard
  • Customer connections: their contacts, follow-up suggestions in Catch Up, and a to-do list
  • Momentum: upcoming events and company announcements
Add the matching widgets, such as Analytics, Recent Activity, Leaderboard, Catchup, To-Do List, Calendar and Announcements, to your app’s Home screen in Home Tabs.

Keep it relevant

Your app should feel alive, with something new whenever your team opens it.

Keep content fresh

Don’t let your app become yesterday’s news. Surprise your team with:
  • Flash promotions
  • Behind-the-scenes looks at new products
  • Unexpected recognition
  • Leaderboard updates
  • Company news
Time your content well:
  • Monday motivation to start the week
  • Midweek training refreshers
  • Friday celebrations
  • Weekend sharing prompts

Turn data into action

Your app shows what your field team needs. Track what matters:
  • Which content gets the most engagement?
  • When do reps use training?
  • Which features get used most?
  • Where do people drop off?
Then act on it:
  • Promote your best content.
  • Retire or refresh stale material.
  • Add the content people ask for.
  • Remove clutter.
The best apps evolve with their users. Review your results every month to spot trends and opportunities.

Create a unified experience

Your app should fit your overall digital strategy while giving reps something unique on the go. With careful attention to branding, content and features, it serves your field team and strengthens their connection to your brand. Your app grows with your business. Review and refresh its content, features and design regularly, so it keeps meeting your organization’s needs.

Frequently asked questions

Focus on these areas to create a consistent brand experience for your team and customers.Strategic foundationVisual identitySet your logos, colors and fonts in Brand Guidelines.User experienceConsistency across every touchpoint matters. Your app should feel like a natural extension of your brand, not a separate thing.

Get help

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