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.

Screenshot from Synerise presenting walkthrough

  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

Screenshot from Synerise presenting 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

Screenshot from Synerise presenting device type for walkthrough

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

Screenshot from Synerise presenting Audience for walkthrough

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

  1. Everyone - Everyone who has your mobile app and gave consent for mobile marketing will receive your message. The estimated reach takes into account the number of customers who have given marketing consent to mobile push notifications.
  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 - It prevents sending push to all recipients at once. When to use it? When there is a risk that sending a whole batch of push notifications at once will result in excessive website-crashing clicks in the link included in the push notification.
    • Enable control group - It creates a subgroup of the recipients who won’t receive any push variant. When to use it? When you send one or several variants of a push notification (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 - Available only for scheduled push notifications. It recalculates the number of recipients right before sending the push notification. By default, the size of the customer segment chosen for the push is the same as in the moment of sending, even if the number of customers in the chosen segment changed between scheduling the push and sending. When to use it? When the size of the segments of customers selected as the audience of the push notification can change dynamically.
    • Ignore limits - If you want to make sure that this message is sent 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.
WARNING: Remember that you can send push messages only to app users who have given their consent to receive this kind of communication. This is the reason why estimated the reach is lower than the total audience.

Content

Screenshot from Synerise presenting Content for walkthrough

  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.
Tip: If you want to add additional features to your template you can always use the code editor and paste your coded message there. This option enables you to use more advanced content with additional, personalized settings.

Screenshot from Synerise presenting creating walkthrough

  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.
Tip: If you want to save the modified template as new (instead of overwriting an existing one), rename the template and click “Save as new template”.

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.

Screenshot from Synerise presenting creating walkthrough in visual editor

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.

Screenshot from Synerise presenting creating walkthrough in visual editor

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.

Screenshot from Synerise presenting how to add and edit content for walkthrough

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.
WARNING:
  • By choosing more than one version within the A/B test, you will be able to set the size of groups to which a given version of the notification will be sent. The control group (if you checked the “enable a control group” option in the previous step) is already excluded from the recipient database.
  • The maximum number of versions sent within one notification is 3, with an additional control group (if you chose this option in the previous step).

Schedule

Screenshot from Synerise presenting how to set up the schedule for walkthrough

  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.

      WARNING: 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 custom parameters with constant values. They will be added to the following events generated by the communication:

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

The following parameters cannot be sent::

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

You can use this to mark the communication in various channels (custom parameters are available for email, SMS, web push, and Mobile channels) with a common parameter and value.

  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.

  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 250 characters.

    WARNING: Jinjava is not available 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. For example:

    {
      "action": "message.send",
      "eventUUID": "xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx",
      "unique": null,
      "createDate": 1662392318050,
      "label": "xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx",
      "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


Screenshot from Synerise presenting how to save walkthrough

  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.
WARNING: The Activate button will not be active until the moment you fill in all sections described above.

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