Walkthrough

A walkthrough is the process of intentionally revealing functionalities to a user step by step. They can be presented in the form of banners with information or tips how to use a specific app or module.

This is great solution to inform customers about:

• Onboarding (first time in app),
• Instructions after update in an application,
• News in your app.

Create walkthrough

In order to activate a Walkthrough message, go to Communication > Mobile.

1. Click create new on the upper right side of the screen,
2. Next, choose Walkthrough,
3. Add a name and description of your notification.

Create a walkthrough in  5 steps:

• Choose Mobile notification type,
• Choose the Device Type,
• Choose the Audience,
• Create the Content,
• Set up the Schedule.

Mobile notification type

In this section you can choose the type of your notification. If you decide to change it later, just click the change button at any time.

Device type

In this section you are able to choose where your message will be displayed. You can choose from:

1. All types of devices,
2. iOS only,
3. Android only.

Audience

There is a place for your target description. You can choose from three options:

1. Everyone - Everyone who gave marketing consent will receive your message. The estimated reach takes into account the number of customers who have given marketing consent to this type of communication (this means that in the case of communication such as mobile push, the estimated reach may be higher than the number of customers who have your mobile application).
2. Segment - You can send the message to one or more existing segments in the system.
3. New Audience - Create new segments and specify the conditions which the target must meet.
4. Advanced options - You can use these additional options for your message.
   Advanced options - explanation

   • Batch delivery - You can use this option to prevent sending the message to all recipients at once. When to use it? When there is a risk that sending all of messages at once will result in excessive traffic in your application/website or the target audience is so large that the messaging provider might not be able to process all messages at once.
   • Enable control group - You can use this option to create a subgroup of the recipients who won’t receive any communication variant. When to use it? When you send one or several variants of a communication (A/B/x testing). When a customer is assigned to a control group, the information is available in their Profiles card as an event.
   • Include audience changes - You can use this option only for scheduled communication. It recalculates the number of recipients right before sending the communication. By default, the size of the customer segment chosen for the communication is the same as in the moment of sending, even if the number of customers in the chosen segment changed between scheduling the communication and sending it. When to use it? When the size of the segments of customers selected as the audience of the communication can change dynamically.
   • Ignore limits - You can use this option to send this message to a customer, even if it exceeds the global limit of this type of messages for a single customer per day (more information is available here), enable the Ignore limits toggle. You may apply it to system messages such as a transaction confirmation, notifications about order delays, and so on.

5. To save your changes, click the Apply button below.

Content

1. Use plus button to add optionally more templates which can be useful in AB tests,
2. Add your template, using Create message button. You can create your walkthrough message using one of three options: visual builder, code editor or ready-made template.

1. You can choose a template from the list if you have prepared one before. To do this, choose the From templates option,
2. Create a new folder by clicking the plus button. The folder you create can be  edited or deleted later. Remember, that if you have not created a folder before, you will only see the default folder,
3. Select a view of templates between icons and list,
4. A search engine is available on the right. You can sort results by the name or other parameters.

When your message is ready, you can prepare an A/B test and compare the effectiveness of other versions of your notification. This feature is optional.

You can build a walkthrough using the visual builder by following a few steps:

1. Name your project,
2. Save your new project as a new template in chosen folder,
3. Add more pages to your project. User can slide them,
4. Determine if you will use a loop option in your notification. This allows you to move from the last slide to the first slide,
5. Decide if you want to add indicators. This will show dots indicators below the slides, which can be useful and more intuitive for users,
6. Go to the next step when your message is ready for use,
7. You can leave the panel at any time by clicking the exit button,
8. Using Insert can add a personalized box to your message (e.g. personalized products/coupon/link/name etc.).

After saving your project and adding the name, you can start creating your personalized message thanks to the menu located on the right menu bar.

In the layout section, hover over the chosen slide and use the menu that appears on the left side to duplicate, edit or delete it. Using the plus button, you can add another slide. When you add a new one, you have to describe it with the help of a few indicators:

1. Choose the layout. You can choose a layout from among 4 types:

   • Full screen image,
   • Full screen image + text,
   • Full screen color + text,
   • Mixed content.

2. Add content. The type of content depends on layout chosen in the previous step. If you have chosen a full screen image, you will find a box for the image URL and the background color. If you chose text, you will find boxes for the header and description,

3. Add a CTA button. You can add a CTA button and button text, corner radius and color,

4. Add a close button. To make your notification more user friendly, remember to include a close button which lets viewers close the message at any time,

5. Choose an Action type. Decide what kind of action should follow your notification. You can choose from:

   • Deep linking - Dedicated to notifications in the app. Using the link you can transfer users to a specific place in your app,
   • Open URL - Links to a specific URL,
   • Do nothing.

When your template is ready, it is time to decide if you want to optimize your notification using an A/B test and create multiple versions of your notification to check which one converts best.

1. Click the plus button to add another version of your notification,
2. Add another template in the same way as before. Just remember to add some modifications to make it a little bit different,
3. You can also use customer allocation and choose what percent of your target group will get version A or B,
4. Finally, save your changes with the Apply button.

Schedule

1. Set the start date for your notification by choosing between two options:
   • To send your notification after clicking the Send button on the upper right corner, use the Display immediately option.

   • To plan a message to be sent at a future date, use the Scheduled option. Set the start time and the time zone.

     Synerise is a system that performs the best while operating on the real time data that is why the users can plan a message 10 days forward from the current date.

     To select the best time of sending the message, take a look at the suggestion from the AI engine that calculates the best time (for all recipients). If time optimization is disabled, click here to learn more how to enable it and use it.

2. To save the changes, click Apply.

Set up time restrictions for sending notifications

To disable sending out notifications at a specific time during the day, in the Silence Hours in the Schedule section, select one of the following options:

• Without silence hours - Notification can be processed and sent out to the recipients at any time during the day.
• Include silence hours - In the selected time, the notifications won’t be sent out to the recipients. The duration of silence hours can’t exceed 12 hours. If the sending process overlaps with silence hours, the unsent part of the notifications will be rejected. In such case, the webpush.skipped event will be generated.
  WARNING: If a notification is scheduled for sending just before silence hours (for example, silence hours start at 22:00 and sending is scheduled at 21:59:59), the notification may be processed, sent, and logged in the events a short time after the silence hours start.

Adding custom parameters

You can add up to 10 parameters which will be added to every event generated by this communication. Their values are the same for every event in the communication. You can use this, for example, to create a common parameter for events from different types of communication that belong to one marketing campaign.

The list below contains the events to which additional parameters are added:

• push.send,
• push.notSent,
• push.click,
• push.capping

1. To define the custom event parameters, in the Additional parameters section, click Define.

2. Click Add parameter.

3. In the Parameter field, enter the name of the parameter.
   The following parameters cannot be sent:

   • modifiedBy,
   • apiKey,
   • eventUUID,
   • ip,
   • time,
   • businessProfileId,
   • correlationId,
   • clientId,
   • uuid

4. In the Value field, enter the parameter value.
   The value is always sent as a string when the event’s JSON payload is generated. The maximum length of the string is 230 characters.

   WARNING: Dynamic values are not supported in the Parameter and Value fields.

5. If you want to add more parameters, click Add parameter, and repeat steps 3-4.
   Result: the parameters will be added to all events listed above with the values you entered. This is an example event saved in the database. The custom parameter season is located in the params object:

   {
     "action": ...
     ...
     "params": {
       "clientId": 1111111111,
       "season": "autumn",
       "campaignName": "Back to school",
       "time": 1662392318050,
       "title": "Have you prepared for coming back to school?",
       "businessProfileId": "xxx"
     }
   }
     

6. Confirm the settings by clicking Apply.

Save and send

1. You can finish your notification later if you want to add some changes. Choose the Finish later button and your notification will be visible on the list as a draft,
2. If you are sure that your notification is ready, click the Activate button, and your notification will start immediately.