Back Office Configuration Options for Mobile

Before launching your Personify Mobile application, make sure you have done the following in your Personify back office.

·            Ran the Tokenization Utility within the last month.

·            Ran the Membership Information Update Processing (MBR900) process within the last month to ensure Member Status values are up-do-date.

·            Reviewed product setups for those you want enabled for mobile.

 

The Personify Mobile application allows you to configure any of the following product types to be available for purchase via the mobile application:

·            Fundraising products (simple contributions)

·            Inventoried products

·            Meeting products (displayed in Events module)

 

After the above steps have been taken, perform the following steps for back office configuration included in this section:

·            Configuring Access Points for Staff Users

·            Configuring Inventoried Products for the Mobile Store

·            Configuring Fundraising Products for the Mobile Store

·            Configuring Meeting Products for Mobile Events

·            Configuring Mobile Notifications

·            Linking Conference Floor Mappings

·            Linking Exhibitor Floor Mappings