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Onboarding Guide
Onboarding Guide

Our goal is to help you build a great app ASAP while providing the guidance and support you need along the way.

Logan Silver avatar
Written by Logan Silver
Updated over 4 months ago

STEP 1: Meet your Onboarding Specialist and join the Subsplash Academy

Your Onboarding Specialist is committed to helping you build your Starter App (the initial version of your app) as quickly as possible so you can begin to see growth and engagement through the Subsplash platform. You should have received an email introducing you to your Onboarding Specialist, but if you don't know who yours is you can log into your Subsplash Dashboard and schedule your meetings with them from the home page.

Before your Onboarding meeting, we highly recommend joining the Subsplash Academy to get familiar with the Dashboard and even get going on setting up your app.

STEP 2: Set up your app

Getting your app ready for submission only requires a few steps! Our goal is to submit a version of your app that will meet the requirements to make it through the review process, we call this your starter app. From there, you have the freedom to continue working on your app before launching it to your congregation without worrying about being held up by a third party (Apple & Google). Follow along with the list below to prepare your app for submission.


Walk Through the Guided Setup and Start Creating Content

When you first log into your Subsplash Dashboard, you’ll be prompted to walk through Guided Setup, a 5-minute process that will create the building blocks of your starter app based on the content you provide. As you continue creating content, follow along with our App Review Requirements article to make sure your app is in line with Apple and Google’s review guidelines.


Create Developer Accounts

Our team can build these out for you – in emails with your Onboarding Specialist, you should see a Power to Publish form that you can fill out that will allow our team to build the accounts on your behalf. Talk to your Onboarding Specialist if you have not received this. If you’d rather create the accounts on your own (or already have your own created), you can find detailed how-to’s in your Dashboard under Settings > Developer Accounts.


Upload Tax Information

To make giving available on your app, you’ll need to upload a tax document that verifies your non-profit status as well as a tax ID number into the Dashboard (Settings > Tax Info). Find out more about acceptable documentation in our Tax Info Form FAQs article.

Upload Branding

Upload your branding into the Dashboard under Settings > Branding. This branding will be used to create your app icon and opening screen. Find out more about this in our Branding Guide article.

App Store Info

Take some time to populate your App Store Info in the Dashboard (Settings > App Store Info). This is the info that will be seen when users search for your app in the app stores. Find out more in our App Store Info article.

STEP 3: Submit your app for review

Once you've completed the steps detailed above, it's time to submit your app for review! You can request your app review by talking directly with your Onboarding Specialist or by navigating to Step 6 of the Account Setup checklist, found on the home page of your Subsplash Dashboard.

In this internal review, our team will review your app to ensure that your app meets the requirements of all of the app stores.

STEP 4: Wait for your app to go live

Upon passing the app review, our team will hand things off to our release team to be submitted to the app stores. This app configuration and submission process usually takes about 3 weeks, sometimes longer, so we recommend that you plan ahead. You’ll receive an email from our team detailing what to expect during this process.

Once your app is live in all of the app stores, we'll finish some things on our end and our team will reach out with an official email to let you know that your app is live!

FAQs

What is Onboarding?

  • Our team is here to help you get your app live as soon as possible. Our calls will be geared towards getting everything needed to get your app submitted to the app stores.

How will we meet?

  • Via Google Meet screen share. Please be on a desktop or laptop. Tablets are not preferred. Phones will not allow us to do any work together in the Dashboard.

  • Upon scheduling, you were sent a meeting confirmation with all details needed to join the meeting.

What if I need to reschedule?

  • In the same meeting invitation, you will see a link to reschedule. Please reschedule as soon as you can if you can not make the arranged time.

What will we cover?

  • We will be focused on the app side of things. There are certain items we need to have finished such as App Store Info, Tax Info, Branding, and Developer accounts, as well as an app that passes review.

  • We will help you with these items as well as be a guide to learning how to use your dashboard and build your app!

How long will it take to get our app live?

  • There are variables involved with each client getting through the process but our goal is to have your app ready to launch to your congregation in about 4 weeks.

  • The more time you and your team have to devote to the process, the faster we can move to launch.

  • If you did not have a DUNS number/website/docs before signing up, this can add a few weeks to the process.

  • Part of the time it takes to get an app live is the release process on our end, this is accounted for in the 4 weeks so submit your app as soon as it's ready for review if you need to meet a deadline.

What is the difference between “Live” and “Launch”?

  • What we mean by "Live" is that your app is in the app stores ready to be downloaded

  • "Launch" refers to you telling your congregation/users that the app is out there and ready for use!

We have a specific date we need to be live by, when will we need to submit?

  • You will want to submit no later than 2 weeks before your launch date. This is about how long it takes once we pass your review to get into the app stores. You can aim for three weeks before launch to leave room for any potential blockers, as well as the opportunity to make edits once you are live, before launching!

Can I start before our meeting?

  • Yes! We encourage you to dive in and complete as much as you can! You can also visit the Subsplash Academy to get some good insight into the platform before your meetings as well.

What materials will I need during our meeting?

  • Branding logos

  • DUNS number

  • Media items to upload

  • Artwork (optional, you can use our stock photos if you do not have any)

  • Your vision & ideas for app content generation

  • Tax forms & EIN

  • Information if you have existing developer accounts

Will our app be built for us?

  • While we will not be app building for you, we are here to help guide you through app building, learning your dashboard, getting through your initial setup, and getting submitted!

  • You will need to do work between calls to complete the items we cover and the essentials needed to get you submitted

  • Implementation consulting is available! Let us know and we can connect you with your Ministry Consultant for more information on adding implementation!

What about SnapPages and my website?

  • The formal onboarding process will focus on your apps, however, we can answer a few questions in our meetings. Especially when it comes to links and embeds.

  • We also recommend checking out the Academy, we have a handful of courses put together to learn about SnapPages.

How do I set up Giving?

  • You can access Giving from your Dashboard on the main menu. If you have not yet activated and set up Giving you will be prompted to do so, to complete set up follow the on-screen instructions.

  • You will also be handed off to your Giving Success Manager to complete your Giving Engagement Plan as you start with Giving. Your Onboarding specialist can help make this introduction and handoff.

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