Creating a Segment

Your developers have integrated the SDK, and the data from your users has begun pouring in. Now what? It’s time to start segmenting your users.

Segmentation allows you to target users based upon their demographic, behavioral, social, or technical characteristics and actions. Creative and intelligent use of segmentation and messaging automation enables you to seamlessly and easily move your users from install to your KPIs.

In order to build a house, you have to lay the first brick. Let’s create your first segment.

Step 1: Navigating to the Segments Section

On the left-hand side under Engagement click on Segments.

Segment1

Step 2: Name Your Segment

Name your segment by describing the type of user you intend to filter for. This will ensure that this segment can easily and accurately be the target of multiple campaigns to come. Vague segment titles can cause confusion down the line.

Segment2

Step 3: Add Filters to your Segment

Add at least one filter to your segment as depicted in the image below. You can combine as many filters as you want in order to make your segmentation more specific.

Segment3

Choosing “OR” for your filters means that your segment will contain users satisfying any combination of one, some, or all of those filters, while “AND” means that users who do not pass that filter will not be included in your segment. This logic can be combined, so that you can segment users who pass one filter “AND” either one of two other filters.

Notice that the statistics on your segment are changing in real time as you add and subtract filters. Keep in mind that these statistics are estimates (+/- 1%) and that the exact segment membership is always calculated before a segment is affected by a messaging campaign.

Step 4: Save your Segment

Segment4

Once you’ve clicked “Save” you’re ready to start sending messaging campaigns to your users!

Creating a Push Message

Push notifications are wonderful for time-sensitive calls to action, as well as re-engaging users who haven’t come into the app in a while.

Successful Push Campaigns are going to drive the user directly to content or demonstrate the value of your app.

To see examples of push notifications, check out our Client Integration Gallery.

Step 1: Create a New Campaign

From the Messaging Page, click “Create Campaign.”

newcampaign

Step 2: Name Your Campaign, Choose Messaging Types, and Compose your Message

Next, you need to name your campaign and select the messaging types that will be included in the campaign. You select the platform(s) you’re sending a Push message to by clicking on the toggle buttons on the right hand side.

Push2

Time to write your push message! Type it into the box and watch a preview appear on the device in the box.

Step 3: Schedule Your Messaging Campaign

Schedule

Message scheduling features include:

  • Schedule messages to send immediately, at a specific time, using “Intelligent Delivery”.
  • Intelligent Delivery: Appboy allows you to define a window during which you would like a user to receive a notification and Appboy will send it to each individual user at the time we determine they are most likely to engage. We make this calculation based upon a statistical analysis of the user’s past interactions with the app.

Optimized Push Scheduling

  • Automatically schedule campaigns to send at a certain time with respect to the local time of each of your users.
  • Messages can also be configured to recur on a daily, weekly (optionally on specific days), or monthly basis.
  • Note: Unless you check the box titled “Allow users to become re-eligible to receive campaign” under the Schedule portion of the campaign wizard, each user will only receive the contents of a campaign once, and only new users that meet the criteria will receive the campaign on subsequent deliveries.

Step 4: Target Users

On the “Target Users” step of campaign setup, you can choose the target audience for your campaign. In the Audience Statistics section at the top of this page, you’ll automatically be given a snapshot of how many users qualify for that target group right now, including how many are eligible to receive email and push notifications. Keep in mind that exact segment membership is always calculated just before the message is sent.

Segment Statistics

Under the Targeting Options section, you’ll find a few options for who you can send your campaign to:

  1. Members of a previously created segment. To do this, simply select one segment from the dropdown under “Target Users By Segment.”

  2. Users that fall into multiple previously created segments. To do this, add multiple segments from the dropdown under “Target Users By Segment.” The resulting target audience will be users that are in the first segment and the second segment and the third segment, etc.

  3. Users of one or more previously created segments that also fall under additional filters. After first selecting your segment(s), you can further refine your audience under the “Additional Filters” section. This is demonstrated in the screenshot below, which targets users that are in the 10 Unread Messages segment and are in the Active Users segment and have made a purchase less than 30 days ago.

  4. Users that fall under a series of filters (and are not defined by pre-existing segments). This means you do not need to target a campaign at a pre-existing segment - you can make an ad hoc audience during campaign creation by just using the additional filters, and not selecting any segments under “Target Users By Segment. This will allow you to skip segment creation when sending campaigns to one-off audiences.

Segmenter

Above the Audience Statistics chart, there will be an Audience Summary that spells out which users you’re targeting.

Step 5: Choose Conversion Events

Appboy allows you to track whether users perform specific actions (Conversion Events) after receiving a campaign. You can specify any of the following actions as a “Conversion Event”:

  • Opens App
  • Makes Purchase
    • This can be a generic purchase or a specific item
  • Performs specific custom event

You have the option of allowing a conversion event within a time frame that is relevant for your campaign. The conversion window for a conversion event can range from 5 minutes to 30 days. The event will count as a conversion if it takes place during the specified time.

Conversion Event

Step 6: Review and Deploy

The final page will give you a summary of the campaign you’ve just designed. Clicking “Launch Campaign” will enable it to send. Confirm all the relevant details and watch the data roll in!

Launch Push Campaign

Results Data

Appboy will show you the number of messages sent and opened over time for each push campaign you deploy as shown below:

Results

For push notifications, you’ll be able to view statistics for the number of messages sent, delivered, bounced, opened and directly opened.

Creating an In-App Message

In-App messages are great for getting content to your user without interrupting their day via a push notification. Customized and tailored in-app messages will enhance the user experience and help your audience get the most value out of your app. With a variety of layouts and customization tools to choose from, in-app messages will help engage your users more than ever before.

To see examples of in-app messages, check out our Client Integration Gallery.

Step 1: Create New Campaign

From the Messaging Page, click “Create Campaign.”

Newcampaign

Step 2: Compose In-App Message

When composing an in-app message, you’ll now see four tabs on the right hand side - click on them to customize different aspect of your message. The pencil allows you to edit content. The paintbrush gives you control over the look and feel of the message. The gear provides a way to add key/value pairs to your in-app message. And the eye icon allows you to send test messages to yourself or to specific user profiles.

InAppComposerSteps

Edit all aspects of your message’s content and behavior. Insert text for the header, body, and buttons, adding personalization and multiple languages if necessary. Specify the message’s on-click behavior, as well as how the message can be dismissed. On-click actions that can be leveraged are deep linking into your app, redirecting to a web URL, and viewing a specific News Feed card. If you selelct redirecting to a web URL, your app will open a Safari (iOS) or a Chrome (Android) view of the page within your app.

InAppComposer1

Step 3: Design In-App Message

Adjust all visual aspects of your message. Upload an image or badge, or pick a pre-designed badge icon. Change the colors of the header and body text, buttons and background by selecting from a palette or entering a hex, RGB or HSB code.

InAppComposer2

Step 4: Configure Additional Settings

Add key/ value pairs to your message if needed.

InAppComposer3

Step 5: Preview Message

Preview what your message will look like to a random user, a specific user or a customized user - the latter two are especially useful if your message contains personalization or multiple languages.

InAppComposer4

Note: Additional customization of the appearance of your In-App messages can be accomplished by your developers. See our documentation on In-App Messages for more details.

Step 6: Trigger your Delivery

Schedule

In-app message delivery is entirely based off of of the following action triggers:

  • Making a purchase
  • Opening the app/webpage
  • Performing a custom event (only works with events sent via the SDK)
  • Opening a specific push message
  • Schedule messages to send immediately, at a specific time, using “Intelligent Delivery”.
    • Intelligent Delivery: Appboy allows you to define a window during which you would like a user to receive a notification and Appboy will send it to each individual user at the time we determine they are most likely to engage. We make this calculation based upon a statistical analysis of the user’s past interactions with the app. Optimized Push Scheduling
  • Automatically schedule campaigns to send at a certain time with respect to the local time of each of your users.
  • Messages can also be configured to recur on a daily, weekly (optionally on specific days), or monthly basis.
    • Note: Unless you check the box titled “Allow users to become re-eligible to receive campaign” under the Schedule portion of the campaign wizard, each user will only receive the contents of a campaign once, and only new users that meet the criteria will receive the campaign on subsequent deliveries.

A start date and time must be selected, however, an end date is optional. An end date will stop that specific in-app message from showing up on devices after the specified date/time. Additionally, unless you check the box titled “Allow users to become re-eligible to receive campaign” in the campaign wizard, each user will only receive the contents of a campaign once, and only new users that meet the criteria will receive the campaign on subsequent deliveries.

Finally, once you’ve selected the action the in-app message will be triggered off of, you should also set a priority. If two messages are triggered off of the same action, high priority messages will be scheduled to appear on users’ devices before messages with lower priorities.

Event Prioritization

Note: The high, medium, and low options for triggered message priorities are buckets, and as such multiple messages could have the same selected priority. To set priorities within these buckets, click on “Set Exact Priority” and you will be able to drag and drop campaigns to order them with the correct priority. Bucket Prioritization

Step 7: Choose Target Segment

Next, you need to choose the target segment from the dropdown menu. You’ll automatically be given a snapshot of what that approximate segment population looks like right now. Keep in mind that exact segment membership is always calculated just before the message is sent.

Target Segment

Step 8: Choose Conversion Events

Appboy allows you to track how often users perform specific actions (Conversion Events) after receiving a campaign. You can specify any of the following actions as a “Conversion Event”:

  • Opens App
  • Makes Purchase
    • This can be a generic purchase or a specific item
  • Performs specific custom event

You have the option of allowing up to a 30 day window during which a conversion will be counted if the user takes the specified action.

Conversion Event

Step 9: Review and Deploy

The final page will give you a summary of the campaign you’ve just designed. Clicking “Start Campaign” will enable it to send. Confirm all the relevant details and watch the data roll in!

confirm

Step 10: Analyze Results Data

For each in-app message campaign, Appboy will show you impressions, unique impressions, clicks, revenue, and impressions.

Results

Original In-App Messages

Appboy moved over to a new form of in-app messages with the following SDK releases:

  • iOS: 2.19.0
  • Android: 1.13.0
  • Web: 1.3.0

Prior to these releases, Appboy supported “original in-app messages.” Support for original in-app messages will be provided for any customer who ran an in-app campaign prior to the new release. All of the campaign stats are unaffected by the change, and those who’ve sent original in-app messages will have the opportunity to send others via the “Create Campaign” button on the campaign screen.

Choices

Creating a News Feed Item

Push Messages, Emails, and In-App messages are wonderful but ephemeral content. Once swiped away, you lose your opportunity to engage. If you catch a user at the wrong time, that message is lost to them forever. Multi-Channel messaging helps to ameliorate this problem, but the News Feed really puts it to rest once and for all.

News-Feed items allow you to insert permanent content directly into your app from our web dashboard. Better yet, the news feed also is targetable to individual segments just like all of our other message types. This means what you see in the feed might be completely different from another individual. The possibilities for the news-feed are nearly limitless.

To see examples of News Feeds, check out our Client Integration Gallery.

Step 1: Click Create Card

First you must choose the type of News Feed item you want to send down to your users. From the dropdown menu, you can select any of our four News Feed card types.

Newsfeed1

News Feed Card Specifications

News Feed Cards

Classic Card

Standard news feed cards consist of:

  • 110x110 image
  • Title
  • Body Text
  • Link (In-App/Web)

Captioned Image Cards

Captioned Image

Captioned Image cards consist of:

  • 600x450 image
  • Title
  • Body Text
  • Link (In-App/Web)

NewsFeedBanner

Banner cards consist of:

  • 600x100 image
  • Link (In-App/Web)

Cross Promotions Cards

CrossPromo

Cross promotion cards consist of:

  • Cross Promoted App Advertisement
    • You may not advertise apps which are the property of companies other than your own.

News Feed Title Summary

Time to compose your News Feed card! Create a title and summary for your card and upload an image to go alongside it. You can also set link behavior on this page. This link can be a standard link or a “Deep Link” to in-app content.

Step 3: Select A Schedule

News Feed Schedule

Below the News Feed Card editor, you will find options for when to publish this item. You can choose to publish it immediately after creation or set a time in the future to publish it. You can also choose to deliver the News Feed card at a particular time in your users’ local time by selecting the “Publish to Users in their Local Time Zone” checkbox.

Step 4: Select a Segment

You can configure your News Feed Card to target any segment you’ve defined within the dashboard at any schedule you desire. Select your target segment by clicking on the dropdown menu. Here you can see high-level statistics, including email availability and lifetime value per user.

Target Segment

Step 5: Review Details and Publish

Next, you will be taken to a page that displays all of the details about your card (and companion In-App message, if applicable). You can review any of the details about these items and edit them if you need to by clicking the pencil icon in any of the headers.

News Feed Preview

That’s it! You’re done! You’ve published your first news-feed card!

Linked In App

Multichannel campaigns often lead to better overall conversion and engagement rates, so Appboy has made it easy to link a in-app message to a specific news feed card. After launching a news feed card, a button will appear in the new feed statistics page allowing you to “create an associated in-app message.” Clicking on this will take you to the campaign composer for a new in-app message campaign. While you would input the copy, look, and feel of the in-app message, Appboy automatically copies the delivery and targeting rules of the associated news feed card to make sure the campaigns launch together.

Creating an Email Template

Email messages are great for delivering content to the user on their terms. They are also wonderful tools to re-engage users who may have even uninstalled your app. The Appboy dashboard has an email template editor that allows you to create custom-tailored, eye-catching emails and save them for later use in campaigns.

Step 1: Navigate to the Email Template editor

You can access the Email Template editor by first clicking on the Campaigns tab under Engagement on the navigation bar, which will reveal a drop down menu with an Email Templates tab. Click on the this tab to view the Email Gallery.

Email Templates

Step 2: Create a New Template

Now, you can create a new template, or edit an existing template. If you’d like to create a new template, then you can choose from Appboy’s predesigned templates, or you can choose to create a new layout.

New Template

Step 3: Customize Your Template

You can write your message within the rich-text editor or optionally flip over to our HTML editor to customize your content.

Appboy will add a footer with an unsubscribe link at the bottom of your email by default. You can customize this footer in the Email Settings tab of the Manage App Group page. For more information, please read our custom footer documentation.

If you want to see how your email looks before sending it out to your users, you can send a test email to an address of your choosing through the Settings tab in the top right corner.

Customizing Template

Step 4: Save Your Template

Be sure to save your template by clicking the “Save Template” button in the bottom right corner of the editor. You’re now ready to use this template in any campaign you choose.

Note: Edits made to an existing template will not be reflected in campaigns that were created using previous versions of that template.

Note: To use your email template for an API campaign you will need the ‘email_template_id’, which can be retrieved from the bottom of any Email Template created within the dashboard. Below is an example of what this ID looks like:

Save Template

Creating an Email Campaign

Email messages are great for delivering content to the user on their terms. They are also wonderful tools to re-engage users who may have even uninstalled your app! Customized and tailored email messages will enhance the user experience and help your user get the most value out of your app.

To see examples of email campaigns, check out our Client Integration Gallery.

Step 1: Create a New Campaign

From the Messaging Page, click “Create Campaign.”

newcampaign

Step 2: Choose your Template and Compose your Email

Choose an existing email template from the drop-down menu highlighted below and then draft your message.

Note: If you’ve never created an email template before see our section on “Creating an Email Template”

email1

Step 3: Schedule Your Messaging Campaign

Schedule

Message scheduling features include:

  • Schedule messages to send immediately, at a specific time, using “Intelligent Delivery”.
    • Intelligent Delivery: Appboy allows you to define a window during which you would like a user to receive a notification and Appboy will send it to each individual user at the time we determine they are most likely to engage. We make this calculation based upon a statistical analysis of the user’s past interactions with the app. Optimized Push Scheduling
  • Automatically schedule campaigns to send at a certain time with respect to the local time of each of your users.
  • Messages can also be configured to recur on a daily, weekly (optionally on specific days), or monthly basis.
    • Note: Unless you select the option to “Message Repeatedly” in step 3 of the campaign wizard, each user will only receive the contents of a campaign once, and only new users that meet the criteria will receive the campaign on subsequent deliveries.

Step 4: Choose Conversion Events

Appboy allows you to track how often users perform specific actions (Conversion Events) after receiving a campaign. You can specify any of the following actions as a “Conversion Event”:

  • Opens App
  • Makes Purchase
    • This can be a generic purchase or a specific item
  • Performs specific custom event

You have the option of allowing up to a 30 day window during which a conversion will be counted if the user takes the specified action.

Conversion Event

Step 5: Choose your Target Segment

Next, you need to choose the target segment from the dropdown menu. You’ll automatically be given a snapshot of what that segment population looks like right now, including how many users within that segment are reachable via email. Keep in mind that exact segment membership is always calculated just before the message is sent.

Target Segment

Optionally, you can also choose to limit delivery to a specified number of users within the segment, or allow users to recieve the same message twice upon a recurrence of the campaign as well.

Step 6: Review and Deploy

The final page will give you a summary of the campaign you’ve just designed. Clicking “Start Campaign” will enable it for sending. Confirm all the relevant details and watch the data roll in!

email2

Results Data

Appboy will show you the number of emails sent, opened, clicked through, sent to spam, and bounced for each campaign you deploy as shown below:

Results

Additionally, Appboy’s email analytics tool allows for the ability to see how your users’ clicks are divided across the links in an email campaign. Clicking on each variation expands/collapses information on what percentage of users clicked on which link in an email campaign.

When looking at clicks for your variant, the clicks will reflect unique clicks. When you expand each variation, the clicks for each link within the variation will reflect total clicks (not unique).

Results

Finally, Appboy gives you the ability to visualize where users are clicking within a given email campaign. Clicking on “View Heat Map” pulls up a similar modal shown below:

Heatmap

Within this view, you can not only see where and with what frequency users have clicked on a particular campaign, but you can also see the number of clicks and unique clicks each link receives.

Platform Administrative Features

App Group Management

App groups allow you to manage, segment, and communicate with multiple applications simlutaneously. Primarily, app groups are designed to house versions of the same application across multiple platforms. Many clients also use app groups to contain free and premium variants of their application on the same platform.

Renaming or Deleting Your App Group

You may rename your app group on the “App Settings” page by clicking on the pencil. The name of your app group controls the title that will be displayed for iOS push notifications.

Rename App Group

Custom Event and Attribute Management

Creating Custom Attributes/Custom Events/Products/Event Properties

If you would like to create a specific custom attribute/custom event/products, you may do so via our Custom Attributes/Custom Events/Products page under “Manage App Groups” by clicking the “Add ..” button on the upper right hand corner of the lists of data:

Create Custom Attribute

You can also create event properties for custom events or products by clicking on the “Manage Properties” link in the “Event Properties” column:

Create Event Properties

Blacklisting Custom Attributes/Custom Events/Products

If for any reason you want to stop tracking a specific custom attribute/custom event/product (e.g., accidental creation during testing, no longer useful), you may do so via our Custom Attributes/Custom Events/Products page under “Manage App Groups”:

Blacklist Attribute/Event

Once a custom event or attribute is blacklisted:

  • We will stop collecting any data regarding that event/attribute
  • Existing data will not be wiped
  • Blacklisted events/attributes will not show up in filters or graphs
  • You should still remove the event/attribute from your app code during your next release
  • You may re-enable any event or attribute at any time
  • Changes to the blacklist may take a few minutes to propagate

Forcing Data Type Comparisons

Appboy automatically recognizes data types for attribute data that is sent to us. However, in the event you send us multiple data types for a single attribute accidentally, you can force the data type of any attribute or event using this menu:

Force Data Type

If you elect to force the data type for an attribute, any data that comes in that isn’t the specified type will be ignored.

For more information on specific filter options exposed by different data type comparisons please see “Configuring Reporting - Appboy Academy”. And for more information on the different available data types, please see the section on “Custom Attribute Data Types”.

Note: Data sent to Appboy is immutable and cannot be deleted or modified once we’ve received it. However, you can use any of the steps listed above to exercise control over what you’re tracking in your dashboard.

User Account Management

Adding Users to Your Dashboard

Adding users to your dashboard is very simple: visit the Manage Users page under your username and click the Add New User button as indicated below:

Add New User1

Add New User2

Deleting Users From Your Account

Deleting users is also accomplished via the Manage Users page. To delete a user click on the trash icon pictured below.

Delete a User

User Permissions

Setting User Permissions

Appboy’s user permission feature allows you to choose who can access your apps on the Appboy dashboard by assigning different users with either admin (designated by a yellow crown next to your username) or limited permission. The creator of the app group will automatically be granted admin access.

User Permissions

Editing User Permissions

Easily change a given user’s access at any time.

Edit User Permission

Individual users can be granted different degrees of access on an app-by-app basis.

Permissions App to App

There is no limit on the number of users (either admins or limited users) you can have on your dashboard. However, if there is only one admin left in your app group, that individual will not be able to remove admin permission.

Note: The above permission features are only available to enterprise or annual contract clients. For basic-plan clients, all dashboard users of the app will have admin access.

Resetting Your Password

To reset your password, click the ‘Reset Password’ button on the dashboard login page. You will then be prompted to input your email to receive a link to reset your password.

Reset Password Button

Reset Password Email

Teams

Appboy Admins can divide subsets of their Dashboard users into Teams with varying user roles and permissions. Teams can be set up across customer base location, language, and custom attributes such that members and non-members have different access to messaging features and customer data. With Teams, Appboy Admins have the ability to organize Dashboard users within varied corporate structures.

Teams is not available on all Appboy contracts. If you’d like to access this feature, reach out to your account executive and customer success manager or contact us at hello@appboy.com for a consultation.

User Roles

Teams introduces a new user Role to the Dashboard. Appboy Admins can assign Team Roles to their Dashboard users, who are limited to only read/write data available to their particular Teams. Predefined Team Roles include language and location (by Countries and Regions).

Permissions

The permissions available to users with Limited and Team Roles include:

  • View Campaigns, Cards, Segments (new)
  • Send Campaigns
  • Publish Cards
  • Edit Segments
  • Export Data
  • Search Users (new)
  • Manager Users (new)

Tags and Filters

Dashboard objects can be organized by Teams. Canvases, Campaigns, Cards, Segments, email templates, and media library assets can be labeled with a Team Tag. Similarly, a Team Filter can also be used to search for the following objects: Canvases, Campaigns, Cards, and Segments.

Company Wide Settings Management

Configuring Reporting and Contact Options

Campaign Delivery Notifications & Time Zone Selection

The company settings page is where you can configure who (if anyone) receives notifications about campaign deliveries sent through Appboy. You also can select the time-zone relative to which all your analytics will be displayed as pictured below:

Notifications

Note: This email address is not the only address that will receive weekly analytics reports.

Consequences of Switching your Time Zone

If you choose to switch your time zone, you may face a variety of consequences:

  • While campaigns scheduled for specific times in specific locations (i.e. 9pm Eastern Time) will run properly on schedule until edited, both campaign analytics and future campaign schedules will be affected by the change.
  • Any card scheduling that is not assigned to Local Time may be affected, with active cards potentially appearing as finished (or vice versa).
  • Segmentation filters of the form “Has done X before/after Date” will have the time adjusted because the initial date will now be localized in Pacific Time.
  • Retention analytics will not change automatically. Retention is calculated by timezone which, if changed, will default to Pacific Time going forward.

Weekly Analytics Reporting

Appboy optionally sends a weekly report via email to individuals you designate within your company every Monday at 5AM EST. Below you will see an example report:

Example Weekly Report

The custom events to be included in the weekly report are selected on the Custom Events Management Tab within the “Manage App Group” page of the dashboard. You may select up to 5 events to be included in your weekly report:

Analytics Report Event Selection

Receiving a Weekly Analytics Report

You can choose whether or not you wish to receive a weekly analytics report for your apps. First navigate to your account settings page, then check or uncheck the box as shown below:

Analytics Report 1

Analytics Report 2

Note: Please ensure that emails from support@appboy.com are not being relegated to spam.

Additional Email Settings

You also can access the App Settings - Email Tab to edit:

  • Where user feedback notifications are directed
  • The name which will be displayed by default on your emails
  • The default reply-to address for your emails
  • Your custom unsubscribe page
    • If you do not provide a custom unsubscribe page Appboy will handle unsubscribes automatically

email settings

Third Party Liability

Appboy or third parties may refer to third party products or functionality within the Appboy online Academy. Any use by a customer of such third party services or functionality, and any exchange of data between a customer and such third party, is solely between that customer and that third party. Appboy does not warrant any third party services or functionality and shall have no liability in connection with a customer’s use thereof.