This is the first of three articles that go over the DIY system for your white label account. In this lesson we’ll go over how to set up Categories and Templates in your DIY page which is where your customers will go to in order to begin creating their apps. The second lesson goes over setting up the pricing page that’s tied to your DIY page, and the third lesson goes over how to adjust the overall settings of the DIY system.
The subjects covered in this article are:
- What is the DIY System
- Setting up Categories for your DIY System
- Setting up Templates
What is the DIY System
The DIY system is a system that allows white label resellers to automate a big chunk of the app building process for their business and users. It’s perfect for those who want to allow their customers to build their own apps instead of having to build the apps for their customers.
Once it’s set up the DIY system takes customers through the app building process from beginning to end. They start off by picking an app template to use from the ones that you make available on your DIY page. This gives them a basic structure for their app and allows them to quickly begin to add their own images and information to the template. Then when they’re done creating their app the DIY system will take them through the upgrade process of going from a trial app to one of your paid subscriptions.
This takes all of the “grunt work” out of having to manually make copies of app templates and upgrading customers to paid plans individually which can save a lot of time and effort as your customer base grows. You can access the DIY system’s settings by logging-in to your Admin Control Panel and clicking on the “DIY Settings” tab on the left-hand side menu:
Once there you’ll be able to begin setting up categories and templates for your DIY page.
How to set up Categories for your DIY System
Categories help organize the app templates that you offer on your DIY page. With categories you have the ability to divide your app templates up into different sections which can help your customers quickly discern which template they want to use as you begin to add more templates to your DIY page.
These categories can be anything from the different types of apps you offer, such as educational, non-profit, church, eCommerce, etc, or if you only offer one type of app can help you organize them by design type such as colorful, modern, vintage, etc.
You can set up categories for your app templates by going to “App Templates” found under the “DIY Settings” tab and clicking on “Categories” once there:
You can create a new Category by clicking “Add New Category”:
This will bring up the Category Editor where you can give your category a title and description. Make sure to click “Save” to save your changes:
Along with creating new categories you can edit and delete pre-existing ones on the Categories page:
We recommend that you create two or three categories to start off with so that you can get a feel of how they will organize the app templates that you’ll offer on your DIY page. Next we’ll go over how to set up Templates on your DIY page and how to assign them to one or more of your categories.
How to set up Templates in your DIY Page
If you don’t already have a couple of app templates created in your account, we highly recommend that you create some before proceeding. Depending on what plan you’re on, you may have had some templates automatically included in your account. Even if you do, we recommend that you try creating at least one so that you have an idea of what it feels like to create an app. If you’re unfamiliar with the app building process we encourage you to check out our articles on how to build an app which you can access here.
Once you have a couple of app templates in your account you’re ready to assign them to your DIY page. To assign a template to your DIY page click “Add New Template” in the “Templates” tab of the App Templates page:
This will take you to the new template page:
Here you’ll need to give your template a title, image, and select the app that you’re going to use as that template. You should use an image that’s indicative of what the app looks like so that your users will have a good idea of what they’re choosing from the get-go.
When you click the “Select App” button a list of all the apps in your white label account will appear. Choose the app that you want to use for the template:
Next you can select which categories you want to include that template in, the plan levels that you want to offer it on, as well as give it a description:
Once you’ve completed setting up your template click “Save” to save your changes. After you’ve created a template you can edit it by clicking on the pencil icon next to it:
You can also assign a background color to the template which will display as the background color of the DIY page whenever that template is selected in your DIY page:
If you have a different background color for each template that element of the DIY page will change depending on the template that your customer clicks on.
Now that you know how to create categories and templates for your DIY page, this concludes the first DIY System lesson. In our next lesson we’ll go over setting up the DIY System’s pricing page.
Other Lessons In This Series
Now that you have completed this lesson, you can continue on to the other lessons in this series here:
- Setting Up Your White Label Account Lesson 1: Getting Started
- Setting Up Your White Label Account Lesson 2: App Configurations
- Setting Up Your White Label Account Lesson 3: The Plugin Marketplace
- Setting Up Your White Label Account Lesson 4: App Management
- Setting Up Your White Label Account Lesson 5: User Management
- Setting Up Your White Label Account Lesson 6: Publishing Your App
- Setting Up Your White Label Account Lesson 8: Managing Your DIY System Part 2 - Pricing Plans
- Setting Up Your White Label Account Lesson 9: Managing Your DIY System Part 3 - DIY Settings
- Setting Up Your White Label Account Lesson 10: Setting Up Your While Label Website
Still have questions? No problem! Reach out to us and we’d be happy to help :)