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.
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:
You can also create event properties for custom events or products by clicking on the “Manage Properties” link in the “Event Properties” column:
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”:
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:
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:
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.
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.
Editing User Permissions
Easily change a given user’s access at any time.
Individual users can be granted different degrees of access on an app-by-app basis.
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.
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 email@example.com for a consultation.
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).
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)
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
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:
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:
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:
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:
Note: Please ensure that emails from firstname.lastname@example.org 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
The security settings page is where you can configure authentication rules, dashboardIP whitelisting, and two-factor authentication. These settings are located in the second tab of the Company Settings page. If you’d like to access this feature, reach out to your Customer Success Manager to have this feature flipped on for you.
Company administrators can configure authentication requirements for signing into Appboy including setting password requirements (minimum password length, password complexity, password expiration), and enforcing Google authentication. If the company administrator decides to set password authentication rules to become more strict, as soon as these rules are set, account users will be informed by email to change their passwords accordingly.
Dashboard IP Whitelisting
For additional security, Appboy can whitelist specific IP addresses and subnets from which users can log in to your company’s Appboy account. If not specified, users will be able to log in from any IP address. To mark specific IP addresses and subnets as whitelisted, fill in the IP addresses and subnets to whitelist and press Save Changes at the bottom of the page.
Two-factor authentication adds an extra layer of identity verification upon login. By enabling two-factor authentication, Appboy will require two methods of verification to log in to your Appboy account: your password and your mobile phone. Appboy uses Authy, a two-factor authentication service, to help secure your account. This feature is available for enterprise companies only.
If you would like to enforce two-factor authentication for the whole company, turn on two-factor authentication under the Security Settings tab and press Save Changes at the bottom of the page.
When your company enforces two-factor authentication, account users must set up two-factor authentication on their own account upon log in or else they will be locked out. Account users can also go to their account settings page to enable it. There is an option to change your mobile phone number in case an account user would like to authenticate using a different mobile phone number. In additionI, if two-factor authentication is optional for your company under Security Settings, account users will have the option to disable two-factor authentication.
If you have any trouble enabling/verifying with two-factor authentication, please contact your account administrator or email email@example.com.
Under the Manage Users page, there will be an additional column that indicates which account users have turned on two-factor authentication.