## Overview
This document lists all deep links implemented for the Finnsys NEO CRM platform. These links enable marketing campaigns, QR codes, email signatures, and app store redirects to land users directly on specific screens or features. We have used infirupee.in heer as an example. Please replace it with your DOMAIN
## Tier 1 — Basic Onboarding (Skip Domain Entry)
These links skip the domain entry screen and go directly to the login flow.
| # | Deep Link | Lands On | User Type |
|---|---|---|---|
| 1 | `?domain=infirupee.in` | **Login Choice** (Investor + Distributor buttons) | Both |
| 2 | `?domain=infirupee.in&mode=investor` | **Investor Login** screen | Investor |
| 3 | `?domain=infirupee.in&mode=distributor` | **Distributor Login** screen | Distributor |
**Notes:**
- Replace `infirupee.in` with any distributor's domain
- The `mode` parameter determines which login screen appears
- If `mode` is omitted, both login options are shown
## Tier 2 — Post-Login Feature Redirects
After the user logs in, they are redirected to the specified feature instead of the default dashboard.
### For Distributor (`mode=distributor`)
| # | Deep Link | After Login, Goes To | Description |
|---|---|---|---|
| 4 | `?domain=xxx&mode=distributor&page=brokerage` | Brokerage Module | Track brokerage received/payable |
| 5 | `?domain=xxx&mode=distributor&page=proposals` | Proposals | Create/view MF proposals |
| 6 | `?domain=xxx&mode=distributor&page=review` | Review Log | Portfolio review compliance |
| 7 | `?domain=xxx&mode=distributor&page=screener` | Fund Screener | Screen mutual funds |
| 8 | `?domain=xxx&mode=distributor&page=nps` | NPS Explorer | Browse NPS schemes |
| 9 | `?domain=xxx&mode=distributor&page=ddq` | DDQ Menu | Due Diligence Questionnaire |
| 10 | `?domain=xxx&mode=distributor&page=client-management` | Client Management | Manage client list |
| 11 | `?domain=xxx&mode=distributor&page=aum` | AUM Dashboard | View AUM details |
| 12 | `?domain=xxx&mode=distributor&page=sip` | SIP Details | SIP tracker |
| 13 | `?domain=xxx&mode=distributor&page=client&id=16187` | Client Profile | Open specific client by ID |
| 14 | `?domain=xxx&mode=distributor&page=goals&client=16187` | Client Goals | Open client's Goals & Money Life Journey |
### Calculators (Distributor)
| # | Deep Link | After Login, Goes To |
|---|---|---|
| 15 | `?domain=xxx&mode=distributor&page=calc&type=sip` | SIP Calculator |
| 16 | `?domain=xxx&mode=distributor&page=calc&type=sip-stepup` | SIP Step-Up Calculator |
| 17 | `?domain=xxx&mode=distributor&page=calc&type=target-sip` | Target SIP Calculator |
| 18 | `?domain=xxx&mode=distributor&page=calc&type=retirement` | Retirement Calculator |
| 19 | `?domain=xxx&mode=distributor&page=calc&type=swp` | SWP Calculator |
| 20 | `?domain=xxx&mode=distributor&page=calc&type=crorepati` | Become Crorepati |
| 21 | `?domain=xxx&mode=distributor&page=calc&type=emi` | Loan EMI Calculator |
| 22 | `?domain=xxx&mode=distributor&page=calc&type=nps` | NPS Pension Calculator |
| 23 | `?domain=xxx&mode=distributor&page=calc&type=networth` | Net Worth Calculator |
| 24 | `?domain=xxx&mode=distributor&page=calc&type=lumpsum-target` | Lumpsum Target Calculator |
### For Investor (`mode=investor`)
| # | Deep Link | After Login, Goes To | Description |
|---|---|---|---|
| 25 | `?domain=xxx&mode=investor&page=goals&client=16187` | Client Goals | Goals & Money Life Journey |
| 26 | `?domain=xxx&mode=investor&page=calc&type=sip` | SIP Calculator | SIP planning tool |
| 27 | `?domain=xxx&mode=investor&page=calc&type=retirement` | Retirement Calculator | Retirement planning |
| 28 | `?domain=xxx&mode=investor&page=nps` | NPS Explorer | NPS scheme browser |
| 29 | `?domain=xxx&mode=investor&page=client&id=16187` | Client Profile | View client's portfolio |
**Notes:**
- Replace `xxx` with the distributor's domain (e.g., `infirupee.in`)
- Replace `16187` with the actual client/investor ID
- Only a subset of features are available in investor mode (B2C dashboard)
---
## Tier 3 — App Download + Deferred Deep Links
These links take users to a download page with deferred deep linking — after the user installs the app, they are redirected to the specified feature.
### Generic Download
| # | URL | Description |
|---|---|---|
| 30 | `/download` | App download landing page with App Store + Play Store badges |
### Deferred Deep Links (with feature context)
| # | URL | After Install, Goes To |
|---|---|---|
| 31 | `/download?dl=brokerage&domain=infirupee.in` | Brokerage Module |
| 32 | `/download?dl=proposals&domain=infirupee.in` | Proposals |
| 33 | `/download?dl=goals&client=16187&domain=infirupee.in` | Client Goals |
| 34 | `/download?dl=calc&type=sip&domain=infirupee.in` | SIP Calculator |
| 35 | `/download?dl=client&id=16187&domain=infirupee.in` | Client Profile |
### Referral Tracking
| # | URL | Purpose |
|---|---|---|
| 36 | `/download?ref=ARN20943` | Track which distributor ARN referred the install |
| 37 | `/download?dl=brokerage&domain=infirupee.in&ref=ARN20943` | Download + feature + referrer tracking |
**Notes:**
- `dl` parameter = the feature page (same as `page` in Tier 2)
- `ref` parameter = optional tracking code (e.g., ARN number)
- `domain` parameter = optional domain pre-fill for faster onboarding
- A cookie `finnsys_dl` is set for 7 days, so the app can read it after install
---
## How It Works (Technical Notes)
### Code Location
- **Initial URL parsing**: `src/components/MobilePreview.tsx` (lines 171-221)
- **Post-login redirect**: `src/components/MobilePreview.tsx` (line 881-947)
- **Download page**: `public/download.html`
- **Server route**: `server/routes.cjs` (line 23153-23159)
### Data Flow
1. **URL Params** are captured at page load
2. **SessionStorage** stores the `page`, `client`, and `type` values
3. **After login**, `applyPostLoginRedirect()` reads the stored values and navigates
4. **For deferred links**, a cookie stores the intent for 7 days, which the app reads after install
### Mobile App (Capacitor)
- The `appUrlOpen` event listener handles deep links when the app is already running
- The `getLaunchUrl()` method handles cold-start deep links
---
## Marketing Use Cases
| Channel | Recommended Link | Example |
|---|---|---|
| **WhatsApp Broadcast** | `?domain=xxx&mode=distributor&page=brokerage` | "Check your brokerage" |
| **Email Newsletter** | `?domain=xxx&mode=distributor&page=client&id=123` | "View client profile" |
| **QR Code (Print)** | `?domain=xxx&mode=investor` | Event/branch scanning |
| **Google/Meta Ads** | `/download?dl=calc&type=sip&domain=xxx` | App install campaign |
| **YouTube Bio** | `/download?ref=ARN20943` | Generic app download |
| **Distributor Signature** | `?domain=xxx&mode=investor&page=goals&client=123` | Client-specific goals |
---
## App Store Links
- **Android**: https://play.google.com/store/apps/details?id=com.armfintech.finnsysneo
- **iOS**: https://apps.apple.com/in/app/finnsys-neo/id1489625320