B2B Commerce mobile app onboarding
Use this article as a guide for the timeline and tasks needed to get the Optimizely B2B Commerce Mobile App configured for your site. If you need further assistance, reach out to your Customer Success Director or Support.
For a high-level view of the implementation timeline for all products, visit the Optimizely Implementation Timeline.
Onboarding Process
We break the onboarding process for the B2B Commerce Mobile App into two phases:
- Building and testing with the Optimizely Testing Apps
- Branded app launch
Build & Test with Optimizely App
1. Project Review
| Steps | Owner |
|---|---|
| Architecture Review | Insite |
| Before development officially begins on B2B Commerce, the Optimizely team will schedule a architecture review meeting. This meeting will review upcoming development and bring attention to any issues or concerns with planned customizations. | |
| Keep Mobile in Mind Article | Partner/Customer |
|
The Keep Mobile in Mind Article helps developers of the B2B Commerce platform to understand what to be aware of when customizing or extending the code. Article: Keep Mobile in Mind |
|
2. Sandbox Setup
| Steps | Owner |
|---|---|
| Initialize Sandbox for Mobile App | Insite |
| Once the sandbox environment is available, Optimizely will prepare settings and other configurations to make sure the mobile app will work smoothly with the sandbox site. | |
| Download Optimizely Testing Apps | Customer |
|
Once the environment is ready, we ask that customers use the article below to download the Optimizely testing apps and begin configuring and testing the app experience. Article: Download Testing Apps |
|
| Configuration Plan | Customer |
|
The mobile app has a few configurations available that should be reviewed and acted upon in preparation for production deployment. The help section linked below hosts several articles describing all the configuration options. Section: Mobile App Configuration |
|
| Continuous Testing & Feedback | Customer |
| We recommend customers use at least a bi-weekly testing strategy with their mobile app as development is done on the main B2B Commerce website. This helps quickly identify issues and assess the changes needed from either Optimizely or your partner. | |
3. Production Setup
| Steps | Owner |
|---|---|
| Initialize Production for Mobile App | Insite |
| When the production environment is available, Optimizely will make sure the environment is properly initialized and that settings and configuration were carried over from the sandbox environment correctly. | |
| Verify Configuration | Customer |
| At this time, the customer will also want to verify all configurations specific to the mobile app. Also, ensure nothing else needs to be updated or changed to work for the production environment. | |
4. User Acceptance Testing
During the user acceptance testing (UAT) phase, customers and partners should be testing against the production environment.
| Steps | Owner |
|---|---|
| Provide feedback on issues & feature requests | Customer/Partner |
| Customers and partners should provide information to Optimizely on issues and feature requests so we can help resolve and prioritize any concerns. | |
| Review feedback and triage | Insite |
| Optimizely will triage the information provided during the testing process so blockers in going to production can be identified, whether the issues are found in the mobile app, B2B Commerce, or customer code. | |
Branded Mobile App Launch
Prerequisites for starting the branded app creation:
- B2B Commerce website is live in production
- UAT has passed on production using the Optimizely testing app.
1. Gather App Information & Assets
We start the creation of the branded app with the collection and creation of the app information and assets. This defines how the app will appear within the Apple and Google app stores.
2. Create Developer & Store Accounts
To distribute the app to your customers you need to create store accounts for both Apple and Google.
3. Provide Optimizely Access to Accounts
Once accounts have been created we have you invite Optimizely to manage apps on your behalf so we can take care of the fun work.
4. User Acceptance Testing
The last step in deploying your branded B2B Commerce mobile app is to do a final round of UAT with the branded app. This step should move quickly, since most issues should have been discovered in the previous phase using the Optimizely testing app.
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