# Home

Welcome to the Growlytics Help Center. We are here to provide you with all the support you need.

<table data-view="cards"><thead><tr><th align="center"></th><th data-hidden data-card-cover data-type="files"></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td align="center"><strong>Journeys</strong></td><td><a href="/files/ZbC99K2iRxyXm7fg34H3">/files/ZbC99K2iRxyXm7fg34H3</a></td><td><a href="/pages/oYtQM4vXVqgcmbgNlEua">/pages/oYtQM4vXVqgcmbgNlEua</a></td></tr><tr><td align="center"><strong>Campaigns</strong></td><td><a href="/files/f7qUk97JMEYXinYQpp9x">/files/f7qUk97JMEYXinYQpp9x</a></td><td><a href="/pages/GBcKxEiLv2H4wAepHMnH">/pages/GBcKxEiLv2H4wAepHMnH</a></td></tr><tr><td align="center"><strong>Segmentation</strong></td><td><a href="/files/14cGvZsDoTqj1PP0goZd">/files/14cGvZsDoTqj1PP0goZd</a></td><td><a href="/pages/mMhjaDhFCNIg77x3pibC">/pages/mMhjaDhFCNIg77x3pibC</a></td></tr><tr><td align="center"><strong>Integrations</strong></td><td><a href="/files/5aNOvQ2a9V1w987rvsgz">/files/5aNOvQ2a9V1w987rvsgz</a></td><td><a href="/pages/ooEXMoRYcN7Y5vdAJSsg">/pages/ooEXMoRYcN7Y5vdAJSsg</a></td></tr></tbody></table>


# About Growlytics

Growlytics is an end-to-end Marketing Automation and Customer Engagement platform. At Growlytics, we are committed to boosting your business's online conversions and substantially increasing revenue with personalized user engagement and retention with the help of data-driven marketing.

With Growlytics, you can design automated omnichannel user journeys, analyze and track customer behavior and send personalized and contextual messages to targeted customers based on their journey.

You can also use automation to send personalized Emails, SMS, WhatsApp messages, push notifications, web social proofs, In-App messages, web popups, and much more to your users all from a single integrated platform.

By assisting you in leveraging real-time insights into your users and their interactions with your app, website, and campaigns, our journey designer enables you to seamlessly engage users at each stage.


# How Growlytics Works

With this quick start guide to all things Growlytics, you will be up and running in a jiffy!

Hello there! You have arrived at the Growlytics platform where you get to utilize a plethora of features that will help your business grow. This guide will take you through the essential tips and tricks to help you get started as swiftly as possible.  &#x20;

The articles in this section will introduce you to the terminologies and features followed by a detailed walkthrough of the core concepts involved with operating the Growlytics platform. Further in this Help Center we will take a closer look at each idea and talk about how you can seamlessly integrate your system(s) with ours.  &#x20;

## How Growlytics Works

The big picture - Growlytics stores data pertaining to your customer's profile, and activities. It allows you to send customized campaigns to these customers based on their profile details, past activities, and behavior.

### Customer Profiles

The customer is the center of the universe at Growlytics. A customer profile is created for every user visiting your website or launching your mobile app. A customer profile consists of Attributes - like email id, mobile number, name, activity logs, devices, segments, etc.

Learn more about Customer Profiles here: [Growlytics Customer Profiles](/customers-and-segments/customer-profile)

### Events

Activities performed by customers on your website or mobile app are called Events. Events can be used to trigger campaigns in response to audience activity on your system. Examples of events would be - Product Viewed, Add to Cart, Purchased, etc.&#x20;

Learn more about Events here: [Growlytics Events](/best-practices/data-management/events)

### Segments

Segments offer you the easiest way to group customers based on their attributes and behavior. For example, a segment of 'Loyal Customers' can comprise all those customers who spent more than 'x' amount on your website/app. Segments can be used to trigger campaigns, create suppression lists, broadcast audiences, custom conversion goals, and more.

Learn more about Segments here: [Segments](/customers-and-segments/segmentation)

### Campaigns

Campaigns help you communicate with your customers. Through campaigns, you can broadcast messages with the click of a button, or send automated messages to customers when they do or do not perform certain activities on your website/app.&#x20;

Learn more about Campaigns here: [Campaigns Overview](/campaigns/campaigns-overview)


# Journeys Basics

Design and automate campaigns that guide customers through their buying journey with your brand.

Today customers expect a personalized and engaging experience from brands. Growlytics Journeys enable marketers to do just that by providing an all-inclusive customer experience across multiple messaging channels while driving engagement.&#x20;

### What is a Journey?

Simply put, a Journey is a campaign planning tool used to design and ***automate omnichannel campaigns*** that guide customers through their shopping experience with your brand. Journeys are ideal for engaging customers across their lifecycles on your website or mobile app.&#x20;

Examples of Journeys:

* **Abandoned Cart Journey:** Connect with shoppers who add items to their carts but don’t finish orders. Send personalized behavioral messages that encourage them to return and complete that purchase.
* **Purchase Thank You Journey:** Send an automated thank-you message when they make a purchase.

<figure><img src="/files/8d3RiZ6Avlyh0kzztlyW" alt=""><figcaption><p>Journey Example - Post Purchase Thank You</p></figcaption></figure>

* **Retention Journey:** Re-engagement campaigns that run for longer durations, to pull users back if they begin to slip away.


# Create a Journey

This article will help understand how you can create journeys on Growlytics.

Creating a journey involves four steps, watch this video for a detailed tutorial or follow the instructions mentioned below.

{% embed url="<https://youtu.be/1o9TFCkm2sI>" %}

1. **Set Trigger**: Define how a customer will enter the journey. For instance, it can be when a customer performs an activity, enters a segment, etc.
2. **Add Actions & Conditions:** Once the customer enters the journey via a trigger, you can define the messages that you want to send, wait for a given period of time before sending the message, and put conditions to personalize the campaigns. For example, if you don't want to send a discount coupon to loyal customers, you can enable the 'Block' condition for this purpose.
3. **Configure Journey Settings:** Once you are done with the journey actions, save the journey with the required settings like the name of the journey, whether you want to track conversion for the journey, etc.
4. **Publish Journey**: Once you are done with the configuration, you can publish the journey.

{% hint style="info" %}
**Feature Update!**

Journey Draft will not get **autosaved** every time you click on 'Save Changes' after completing each step when creating a journey.&#x20;
{% endhint %}

<figure><img src="/files/nbW7H4NO6fYMLJLezVBC" alt=""><figcaption><p>How to Create a Journey</p></figcaption></figure>

In this article, we will create a sample abandoned cart journey to better understand how basic journey creation works.

### Step 1: Navigate To Journey

1. Login to your Growlytics Dashboard.
2. From the sidebar, select Campaigns => Journeys. A Journey List page will open.
3. On the Journey List page, click on the 'Create Journey' button.

<figure><img src="/files/Eoc2cJnMt93K0emWLhtP" alt=""><figcaption><p>Navigate to Create Journey</p></figcaption></figure>

A new journey draft will be created and you will be prompted to use any existing templates for a quick start. You can select a suitable template or design your journey from scratch.

### Step 2: Set Journey Trigger

Determining when the journey will get triggered for a customer is very important. The event for this trigger can be specified and when the customer performs said event the designated journey will begin. In addition to specifying the event to start the journey, you can also enable event filters in case you want to run the journey only when the event's property values are matching.

Learn more about setting journey triggers here: [Journey Entry Points](/journeys-and-automation/journey-builder/journey-entry-points)

<figure><img src="/files/zbvuDGmsBqpaqsvmIxCw" alt=""><figcaption><p>Set Journey Trigger</p></figcaption></figure>

**Example:** For our [Abandoned Cart Example](/journeys-and-automation/journeys-basics/examples/usecase-abandoned-cart), the customer will be added to a journey when they add a product to their cart. In the above screenshot, the 'Add To Cart' event has been selected for the same.

### Step 3: Add Wait Block

After defining the entry point, you can add a 'Wait For Event' step. This step is used to wait for a given time period to track whether the customer is performing any activity in that time frame. Based on whether an activity is performed or not, we can take further actions.&#x20;

<figure><img src="/files/rbWpuZt8iNo3wYKYwOx5" alt=""><figcaption><p>Add Wait Block</p></figcaption></figure>

**Example:** For our abandoned cart journey, we will add the 'Wait For Event' step, and the event to wait for will be 'Purchased'. The 'Purchased, event represents a customer placing an order on your site. We will keep the wait time to 2 hours. If the customer makes a purchase within 2 hours, we will do nothing. But if the customer doesn't make a purchase we will send an email in the next step.

### Step 4: Add Action Block

After adding the Wait Block, we will add the Action Block, i.e., the 'Send Email' step. With this step, you can send an email to the customer containing details of the items in their abandoned cart.&#x20;

Learn more about sending messages in a journey: [Journey Action Steps](/journeys-and-automation/journey-builder/journey-action-steps)

<figure><img src="/files/5sdrk7HQ5rIAG5GGMr9J" alt=""><figcaption><p>Add Action Block</p></figcaption></figure>

### Step 5: Publish Journey

Now that all the steps of the journey have been configured, it is ready to be published. Before publishing the journey, you can also set configuration parameters like conversion tracking, restricting customers in segments, etc.

Once you have finalized the journey steps and journey campaign content, you can publish the journey. Please note, you **can not edit** a journey once it is **published**. So make sure, you thoroughly review the journey before you publish it.&#x20;

Learn more about journey settings: [Basic Journey Settings](/journeys-and-automation/journey-settings)\
Learn more about publishing a journey: [Publish Journey](/journeys-and-automation/journeys-basics/journey-statuses/running-journey)

<figure><img src="/files/aZTKmyrLDbhNFd6olB93" alt=""><figcaption><p>Confirm Journey Setting &#x26; Publish Journey</p></figcaption></figure>


# Modify a Journey

This article will help you modify a journey.

Updating the journey is quite simple. Open the journey from the Journey List page. Depending on whether the journey is published or not, you can modify different parts of the journey. If the journey is in **draft mode** (not published), you can **modify** anything before publishing it. But once the journey is published, you will have limited options to modify it.

### Modify a Published Journey

In a published journey, while you can change [journey settings](/journeys-and-automation/journey-settings), you have limited options to change journey steps.

{% hint style="warning" %}
**You can not update the following on a published journey**

1. Add/remove steps to the journey.
2. Modify links between steps.
3. Change conversion tracking settings in a published journey.
   {% endhint %}

<figure><img src="/files/8Smdqnvf7VAksi4h5Hku" alt=""><figcaption><p>Modifying a Published Journey</p></figcaption></figure>

To edit a running journey, go to the Journey List on the Growlytics Dashboard and click on the journey that you want to edit. You will be redirected to the Journey Report page as shown in the screenshot below.

<figure><img src="/files/51T0Z7TcggLk67oCZ1tR" alt=""><figcaption><p>Edit Journey Steps</p></figcaption></figure>

On the Journey Report page, click on the 'Journey Steps' tab. You will see the journey steps as shown in the screenshot below.

<figure><img src="/files/axdvRnEKVevbNWxLEenN" alt=""><figcaption><p>Click on the campaign steps you want to edit</p></figcaption></figure>

When you click on the step, you will be asked to make changes and publish the step changes immediately.

<figure><img src="/files/TLlafBg8Dh8q1F86LFSE" alt=""><figcaption><p>Publish Changes</p></figcaption></figure>

{% hint style="info" %}
**Important**

Once you publish changes, it will take a few minutes for those changes to reflect.&#x20;
{% endhint %}


# Delete a Journey

This article will help you delete a journey.

You can delete journeys that are no longer needed. When you delete the journey, all the customers will be removed from the journey and no new customers will be added to the journey.

{% hint style="warning" %}
Delete the journey only when you are sure the journey is no longer needed. Growlytics will delete all journey-related information and you will not be able to revert the 'Delete Journey' action.
{% endhint %}

### When a Journey is deleted:

* All existing customers will be removed from the journey and no new customers will be added to the journey.
* You can not recover the deleted journey.

### How to Delete a Journey?

Follow these steps to suspend a journey.

1. Log into your Growlytics dashboard and navigate to the 'Journey Detail' page.
2. On the 'Journey Detail' page, you will see the red 'Delete Journey' button in the top right corner as shown in the screenshot below.
3. Click on the 'Delete Journey' button and confirm it to delete the journey.

<figure><img src="/files/BUilzgzq9hke9cmsgtIg" alt=""><figcaption><p>Delete Journey</p></figcaption></figure>


# Create a Duplicate Journey

This article will help you duplicate a journey.

Use the 'Journey Copy' feature to create an exact replica of the existing journey. Duplicates are created as drafts and don’t include analytical data from the existing journey.

### How to create a duplicate journey?

1. Login to your Growlytics Dashboard.
2. From the sidebar, select Journeys, and a Journey List page will open.
3. From the Journey List page, click on the journey you want to create a copy of. You will then be redirected to the Journey Details page.
4. On the Journey Details page, you will see an option to create a copy of the journey in the top right corner, as shown in the screenshot below.

<figure><img src="/files/Ce7d8fAD3gyxvMAzzD0N" alt=""><figcaption><p>Create Duplicate Journey</p></figcaption></figure>


# Journey Statuses

A Journey can be in one of four statuses: Draft, Running, Suspended, or Stopped.

<figure><img src="/files/p6an9twuJd2UCCAoKiNu" alt=""><figcaption><p>Journey Status</p></figcaption></figure>

### Draft Journey

On creation of the journey, it rests in the Draft status by default. This indicates that you are currently building and configuring the journey. Once you are done with journey building, you can switch from 'Draft' to 'Published' (or 'Running').

### Running Journey

Published journey also known as Running Journey, will accept customers into a journey, process them and send the required communication specified at each journey step.

Learn more about Running Journeys here: [Running Journey](/journeys-and-automation/journeys-basics/journey-statuses/running-journey)

### Suspended Journey

When a journey is no longer needed and you want to stop customers from entering a journey, you can suspend the journey. When the journey is suspended, no new customers will enter the journey however, existing customers in that journey will be processed.

Learn more about Suspended Journeys here: [Suspended Journey](/journeys-and-automation/journeys-basics/journey-statuses/suspended-journey)

### Stopped Journey

When a journey is no longer needed and you want to stop customers from entering a journey, you can pause the journey. When the journey is paused, no new customers will enter the journey however, existing customers in that journey will be processed.

Learn more about Stopped Journeys here: [Stop Journey](/journeys-and-automation/journeys-basics/journey-statuses/suspended-journey)


# Running Journey

On publishing (or running) a draft journey, new customers will be added and processed in that particular journey.&#x20;

{% hint style="warning" %}
**Limited Updates For Making Changes In a Published Journey.**

Once the journey is published, you will have limited options to modify the journey. So please ensure that you have built and tested the journey thoroughly before publishing.
{% endhint %}

### Running Journey Behavior

Once a journey is published:

* It will start adding and processing customers in the journey.
* It can not be changed back to Draft status.
* You can not add/remove new steps/step links in the journey.&#x20;
* You can change step configurations like campaign contents etc.
* You can change all the settings configured for the journey except for revenue tracking.

### How to Publish a Journey?

Follow these steps to publish a journey.

<figure><img src="/files/c4jAvTeKZbYrFfzws45j" alt=""><figcaption><p>Publish a Draft Journey</p></figcaption></figure>

1. Login to your Growlytics dashboard and navigate to the Journey Draft page.
2. On the Journey Draft page, you will see the green 'Publish Journey' button in the top right corner as shown in the screenshot above.
3. Click on the 'Publish Journey' button, after checking the journey settings to publish the journey.


# Suspended Journey

You can suspend a published/running journey to stop adding new customers to the journey. On suspension of a journey, existing customers will still be processed in the journey.

Use this feature when you want to create a new version of the journey. In this use case, new customers will be added to the new journey but existing customers will be processed in the old suspended journey.

### Suspended Journey Behavior

* Once a journey is suspended, the journey will not add new customers to the journey.
* Existing customers in the journey will still receive notifications configured in the journey.
* Once a journey is suspended, it can not be resumed.

### How to Suspend Journey?

Follow these steps to suspend a journey.

<figure><img src="/files/RLEwZEeuuvguI0ugCjQo" alt=""><figcaption><p>Suspend Journey</p></figcaption></figure>

1. Login to your Growlytics dashboard and navigate to the published journey detail page.
2. On the journey detail page, you will see the 'Suspend Journey' button in the top right corner as shown in the screenshot above.
3. Click on the 'Suspend Journey' button and confirm it to suspend the journey.


# Stopped Journey

You can stop a published journey to stop adding new customers to the journey and remove all existing customers currently in the journey.&#x20;

### Stop Journey Behavior

* Once a journey is stopped, the journey will not add new customers to the journey.
* All existing customers in the journey will be removed from the journey immediately.
* Once a journey is stopped, it can not be published again.
* All campaigns associated with the journey will be marked as ended.

### How to Stop Journey?

Follow these steps to stop a journey.

<figure><img src="/files/FWsBLxahvWr54dCLrKk6" alt=""><figcaption><p>Click on Stop Journey</p></figcaption></figure>

1. Login to your Growlytics dashboard and navigate to the published journey detail page.
2. On the journey detail page, you will see the 'Stop Journey' button in the top right corner as shown in the screenshot above.
3. Click on the 'Stop Journey' button and confirm it to stop the journey.


# Examples

<table data-view="cards"><thead><tr><th align="center"></th><th align="center"></th><th data-hidden data-card-target data-type="content-ref"></th><th data-hidden data-card-cover data-type="files"></th></tr></thead><tbody><tr><td align="center"><strong>UseCase</strong></td><td align="center"><strong>Abandoned Cart</strong></td><td><a href="/pages/zL8s14wAiEL9uOshUxvL">/pages/zL8s14wAiEL9uOshUxvL</a></td><td><a href="/files/RH3NvDfLpKpeRwoEAHFU">/files/RH3NvDfLpKpeRwoEAHFU</a></td></tr><tr><td align="center"><strong>UseCase</strong></td><td align="center"><strong>Purchase Thank You</strong></td><td><a href="/pages/SqAdll96tujlZzPRpas9">/pages/SqAdll96tujlZzPRpas9</a></td><td><a href="/files/xRdOP0PNAm7TAZTKFTsK">/files/xRdOP0PNAm7TAZTKFTsK</a></td></tr></tbody></table>


# UseCase - Abandoned Cart

In this article, we will create a sample 'Abandoned Cart' Journey to better understand how basic journey creation works.

### Abandoned Cart

In an online environment, cart abandonment is when customers add items to their shopping cart and exit the website without purchasing the items.

With the help of the Abandoned Cart event we can &#x20;

* Check the overview of the cart, and how many customers entered and exited.
* Check the channels through which 'Abandoned Cart' communications have been sent, e.g. email, WhatsApp, SMS, etc...

There are certain pre-requisites for building the flow:

1. 'Add to Cart' activity
2. 'Check Out' activity
3. 'Remove the Cart' activity.

Let's take a look at how to create an 'Abandoned Cart' Journey.

### Step 1: Navigate To Journey

1. Login to your Growlytics Dashboard.
2. From the sidebar, select Campaigns => Journeys. A Journey List page will open.
3. On the Journey List page, click on the 'Create Journey' button.

<figure><img src="/files/Eoc2cJnMt93K0emWLhtP" alt=""><figcaption><p>Navigate to Journey Draft</p></figcaption></figure>

A new journey draft will be created and you will be prompted to use any existing templates for a quick start. You can select a suitable template or design your journey from scratch. Here we will select the 'Abandoned Cart' Journey template.

<figure><img src="/files/qMuKyNWQxetfy3de1sPA" alt=""><figcaption><p>Select the Abandoned Cart Journey Template</p></figcaption></figure>

### Step 2: Set Journey Trigger

Determining when the journey will get triggered for a customer is very important. The event for this trigger can be specified and when the customer performs said event the designated journey will begin. In addition to specifying the event to start the journey, you can also enable event filters in case you want to run the journey only when the event's property values are matching.

Learn more about setting journey triggers here: [Journey Entry Points](/journeys-and-automation/journey-builder/journey-entry-points)

<figure><img src="/files/zbvuDGmsBqpaqsvmIxCw" alt=""><figcaption><p>Set Journey Trigger</p></figcaption></figure>

Customers will be added to the 'Abandoned Cart' Journey when they perform the 'Add to Cart' activity as shown above. &#x20;

### Step 3: Add Wait Block

After defining the entry point, you can add a 'Wait For Event' step. This step is used to wait for a given time period to track whether the customer is performing an activity in that time frame. Based on whether the activity is performed or not, we can take further action.&#x20;

<figure><img src="/files/rbWpuZt8iNo3wYKYwOx5" alt=""><figcaption><p>Add Wait Block</p></figcaption></figure>

Let's add the 'Wait For Event' step, and the event to wait for will be 'Purchased'. The 'Purchased' event represents a customer placing an order on your site. We will keep the wait time to 2 hours. If the customer makes a purchase within 2 hours, we will do nothing. But if the customer doesn't make a purchase we will send an email in the next step.

### Step 4: Add Action Block

After adding the Wait Block, we will add the Action Block, i.e., the 'Send Email' step. With this step, you can send an email to the customer containing details of the items in their abandoned cart.&#x20;

Learn more about sending messages in a journey: [Journey Action Steps](/journeys-and-automation/journey-builder/journey-action-steps)

<figure><img src="/files/5sdrk7HQ5rIAG5GGMr9J" alt=""><figcaption><p>Add Action Block</p></figcaption></figure>

### Step 5: Publish Journey

Now that all the steps of the journey have been configured, it is ready to be published. Before publishing the journey, you can also set configuration parameters like conversion tracking, restricting customers in segments, etc.

Once you have finalized the journey steps and journey campaign content, you can publish the journey. Please note, you **can not edit** a journey once it is **published**. So make sure, you thoroughly review the journey before you publish it.&#x20;

Learn more about journey settings: [Basic Journey Settings](/journeys-and-automation/journey-settings)\
Learn more about publishing a journey: [Publish Journey](/journeys-and-automation/journeys-basics/journey-statuses/running-journey)

<figure><img src="/files/aZTKmyrLDbhNFd6olB93" alt=""><figcaption><p>Confirm Journey Settings &#x26; Publish Journey</p></figcaption></figure>

This is how your 'Abandoned Cart' Journey will look.

<figure><img src="/files/JZvCE06eXC2RMSRiq97m" alt=""><figcaption><p>Abandoned Cart Journey</p></figcaption></figure>


# UseCase - Purchase Thank You

In this article, we will create a sample 'Purchase Thank You' Journey to better understand how basic journey creation works.

### Purchase Thank You:

Journey also has an event to send a 'Thank You' message after the completion of an order through different channels like Email, SMS, WhatsApp, etc...

These are the steps to follow:

1. Entry Point of an event.
2. Wait for the time to trigger.
3. Check the past behavior of the customer's purchasing orders.

Let's take a look at how to create a 'Purchase Thank You' Journey.

### Step 1: Navigate To Journey

1. Login to your Growlytics Dashboard.
2. From the sidebar, select Campaigns => Journeys. A Journey List page will open.
3. On the Journey List page, click on the 'Create Journey' button.

<figure><img src="/files/Eoc2cJnMt93K0emWLhtP" alt=""><figcaption><p>Navigate to Journey Draft</p></figcaption></figure>

A new journey draft will be created and you will be prompted to use any existing templates for a quick start. You can select a suitable template or design your journey from scratch. Here we will select the 'Purchase Thank You' Template or create your own 'Purchase Thank You' Journey.

<figure><img src="/files/nbW7H4NO6fYMLJLezVBC" alt=""><figcaption><p>Creating a Purchase Thank You Journey</p></figcaption></figure>

### Step 2: Set Journey Trigger

Determining when the journey will get triggered for a customer is very important. The event for this trigger can be specified and when the customer performs said event the designated journey will begin. In addition to specifying the event to start the journey, you can also enable event filters in case you want to run the journey only when the event's property values are matching.

Learn more about setting journey triggers here: [Journey Entry Points](/journeys-and-automation/journey-builder/journey-entry-points)

<figure><img src="/files/maeAEFAtdsyza9QJtikn" alt=""><figcaption><p>Set Journey Trigger</p></figcaption></figure>

Customers will be added to the 'Purchase Thank You' Journey when they perform the 'Purchased' activity as shown above. &#x20;

### Step 3: Add Wait Block

After defining the entry point, you can add a 'Wait For Event' step. This step is used to wait for a given time period to track whether the customer is performing an activity in that time frame. Based on whether the activity is performed or not, we can take further action.&#x20;

<figure><img src="/files/eKgYqV2LxMWSEMnT76iG" alt=""><figcaption><p>Add Wait Block</p></figcaption></figure>

Let's add the 'Wait For Event' step, and the event to wait for will be 'Purchased'. The 'Purchased' event represents a customer placing an order on your site. We will keep the wait time to 2 hours. If the customer makes a purchase within 2 hours, we will do nothing. But if the customer doesn't make a purchase we will send an email in the next step.

### Step 4: Add Action Block

After adding the Wait Block, we will add a Condition Block to determine which Action Block needs to be added. With this step, you can send a web push notification, an SMS, or an email to the customer with a 'Thank You for your Purchase' communication.&#x20;

Learn more about sending messages in a journey: [Journey Action Steps](/journeys-and-automation/journey-builder/journey-action-steps)

<figure><img src="/files/vKm9v2IWWGehxbgalobw" alt=""><figcaption><p>Add Action Block</p></figcaption></figure>

### Step 5: Publish Journey

Now that all the steps of the journey have been configured, it is ready to be published. Before publishing the journey, you can also set configuration parameters like conversion tracking, restricting customers in segments, etc.

Once you have finalized the journey steps and journey campaign content, you can publish the journey. Please note, you **can not edit** a journey once it is **published**. So make sure, you thoroughly review the journey before you publish it.&#x20;

Learn more about journey settings: [Basic Journey Settings](/journeys-and-automation/journey-settings)\
Learn more about publishing a journey: [Publish Journey](/journeys-and-automation/journeys-basics/journey-statuses/running-journey)

<figure><img src="/files/n1C9mbrUPm5d8kQhM6fZ" alt=""><figcaption><p>Confirm Journey Setting &#x26; Publish Journey</p></figcaption></figure>

This is how your 'Purchase Thank You' Journey will look.

<figure><img src="/files/s9ueWperjofEA1J3niZe" alt=""><figcaption><p>Purchase Thank You Journey</p></figcaption></figure>


# Journey Settings

This article describes the different journey settings available and how you can configure them.

<figure><img src="/files/jva7FdIvB5LI5Q4rp2wF" alt=""><figcaption><p>Journey Settings</p></figcaption></figure>

### Frequency Capping

Configure if you want to follow frequency capping for this journey's campaigns or not. You can set frequency capping for promotional campaign messages, and for transactional campaign messages, you can ignore frequency capping.

For example, for 'Abandoned Cart' journeys, you can enable frequency capping. But for the 'Ask for Review' journey, you can disable frequency capping.

Know more about Frequency Capping: [Frequency Capping](/account-settings/campaign-settings/setting-up-frequency-capping)

### Revenue Tracking

Decide if you want to track revenue for this journey or not. This part is very important since Growlytics, by default, activities performed by customers in response to the last campaign message.&#x20;

<figure><img src="/files/azqAPRbFS39BoJbB3P1M" alt=""><figcaption><p>Revenue Tracking is automatically selected for every journey</p></figcaption></figure>

If the last message is of a 'Non-Follow-Up' Journey, your conversion tracking for other campaigns/journeys will not behave properly. For example, you don't need to enable revenue tracking for a 'Purchase Thank You' Journey.&#x20;

<figure><img src="/files/LQcrYJKBhqFbHIHjKX2U" alt=""><figcaption><p>No need to enable revenue tracking for 'Non Follow-Up' journey</p></figcaption></figure>

### Entry Audience Filters

Set conditions for the customer to enter the journey. This is useful when you are targeting customers of a particular segment.

For example, you have set up a campaign where if the customer has not purchased anything in the last 45 days, they receive an email. However, in this particular journey, you don't want to include a customer who has canceled orders, in the journey. For such a scenario, you can apply a filter of 'Not performed Order Cancelled in the last 45 days'.

<figure><img src="/files/U6u5SeJhIxW982nniWJO" alt=""><figcaption><p>Entry Audience Filter</p></figcaption></figure>

### Exit Criteria

Use Journey Exit Criteria to remove customers from journeys who no longer fit the journey's goal or for whom the journey's content is no longer relevant. This will help make the statistics more meaningful.

<figure><img src="/files/WeCrueV16fJ5yRIs6Yj4" alt=""><figcaption><p>Exit Criteria</p></figcaption></figure>

#### Exit Criteria Use Cases:

* In the 'Abandoned Cart' journey, when a customer makes a purchase, remove the customer from the journey.
* You have a journey to ask for a review after 15 days. But if the customer has already given a review after 2 days, remove the customer from the journey.
* You have a retention journey to ask for a purchase after 45 days. But if the customer has already made a purchase after 45 days, remove the customer from the journey.

#### How to set the exit criteria?

There are two ways to set exit criteria:

1. **When an event is performed by the customer:** Use this option to remove a customer from a journey when he performs any event. For example, in the 'Abandoned Cart' Journey, you can set the 'Purchase' event as an exit criterion. This means whenever a customer makes a purchase, he will be removed from the journey and will no longer receive 'Cart Follow-Up' messages.
2. **When a customer becomes part of a segment:** Use this option to remove a customer from a journey when he becomes part of the segment.

#### Exit Criteria Considerations

* Customers that are removed via exit criteria are logged, at each step of a journey. This will help you identify how many customers were removed using the Exit Criteria.&#x20;


# Using time slots in journey

Timing is everything! The right notification, to the right customer, and at the right is the magic equation you should aim for.&#x20;

With Growlytics you can decide the time after which each step of the journey will get activated for the customer.&#x20;

Watch this quick tutorial to see how to set a 'Wait for Event' criteria in a customer journey.      &#x20;

{% embed url="<https://youtu.be/vihrK_t0a2A>" %}
Add 'Wait for Time' Criteria
{% endembed %}

Let us take a look at how to set a ‘Wait for Time’ Criteria while creating a Journey.

Add a ‘Wait for Time’ block, link it to the 'Custom Entry Event' block, and ‘Click to edit’. This option helps specify the time period after which, the next steps of the journey get activated for the customer. There are three options to choose from:

<figure><img src="/files/V69Vif5tndsUgBFQVDBW" alt=""><figcaption><p>Add 'Wait for Time' Block</p></figcaption></figure>

* **Option 1 'Wait for Some Time' -** This option helps specify the number of minutes, hours, or days after which the next step in the journey gets activated. For example, set a criteria where a customer will receive a 'Thank You' message, two hours after performing a 'Purchase' event. &#x20;

<figure><img src="/files/MSvb55hY11E73Zvs0UAZ" alt=""><figcaption><p>Wait for Some Time</p></figcaption></figure>

* **Option 2 'Wait for Day of Week'** - This option allows you to specify the day of the week after which the next step in the journey will get activated between a specific time slot. You can also select multiple days in the week after which the next step in the journey will get activated. Based on the time of the Customer’s entry into the journey, the earliest weekday matched will be considered. For example, the journey has been set to continue after every Monday and Thursday of the week between the same time slot of 10:00 AM  to 07:00 PM, but the customer made a purchase on Friday. In this case, he will receive the Thank You message on Monday since it is the closest match.&#x20;

<figure><img src="/files/YGdIChogrxy0WRXlBVZ2" alt=""><figcaption><p>Wait for Day of the Week,</p></figcaption></figure>

* **Option 3 'Wait for Day of Month'** - This option enables you to specify the date of the month after which the next step in the journey will get activated. Select the time slot as required. You can also select multiple dates in the month, after which the next step in the journey will get activated. Based on the time of the Customer’s entry into the journey, the earliest date matched will be considered. For example, your customers shouldn't miss out on the Month End Bonanza, but the notification shouldn't go out too early either. In such cases you can use this option to trigger the Month End Bonanza notifications to reach your customer on the 25th of every month between 02:00 PM and 08:00 PM.

<figure><img src="/files/fZRwDeSk7W20MWxVzUzo" alt=""><figcaption><p>Wait for Day of Month</p></figcaption></figure>

{% hint style="info" %}
**Pro tip!** Use this advanced setting option to your advantage. The **‘Wait for Time Slot’** option enables you to select a particular time slot during which your customers will be prompted to go ahead with the next steps in the journey. Click on the drop-down, to select the 'Slot Start Time' and 'Slot End Time'.&#x20;

For example, there is a customer who is twelve hours behind your local time zone and notifications shouldn't reach them at odd hours. Use this option to set a time slot that matches their time zone, with a 'SLowt Start Time' as 08:30 PM and 'Slot End Time' as 09:30 PM. By doing this, any notification that is sent out will get triggered at that particular time slot for that particular customer. Thus ensuring that your customer is not disturbed!&#x20;
{% endhint %}

<figure><img src="/files/QJAzOL85Jec0xcJCVXuS" alt=""><figcaption><p>Wait for Time Slot</p></figcaption></figure>

Based on the criteria set, the journey steps will get activated for the customer.  <br>

Click on ‘Save Changes’ to save your draft and continue building your journey.&#x20;


# Journey Exit Criteria

Use Journey Exit Criteria to remove customers from journeys who no longer fit the journey's goal or for whom the journey's content is no longer relevant. This will help make the statistics more meaningful.

<figure><img src="/files/WeCrueV16fJ5yRIs6Yj4" alt=""><figcaption><p>Journey Exit Criteria</p></figcaption></figure>

#### Exit Criteria Use Cases:

* In the 'Abandoned Cart' journey, when a customer makes a purchase, remove the customer from the journey.
* You have a journey to ask for a review after 15 days. But if the customer has already given a review after 2 days, remove the customer from the journey.
* You have a retention journey to ask for a purchase after 45 days. But if the customer has already made a purchase after 45 days, remove the customer from the journey.

#### How to set the exit criteria?

There are two ways to set exit criteria:

1. **When an event performed is by the customer:** Use this option to remove a customer from a journey when he performs any event. For example, in the 'Abandoned Cart' journey, you can set the 'Purchase' event as an exit criteria. This means whenever a customer makes a purchase, he will be removed from the journey and will no longer receive 'Cart Follow-Up' messages.
2. **When a customer becomes part of a segment:** Use this option to remove a customer from a journey when he becomes part of the segment.

#### Exit Criteria Considerations

* Customers that are removed via exit criteria are logged, at each step of a journey. This will help you identify how many customers were removed using the Exit Criteria.&#x20;


# Journey Builder

Journey Builder is a campaign planning tool with the help of you which you can design and automate campaigns. This will guide customers through their journey with your brand.&#x20;

A Journey is the foundation on which your campaign is built and consists of two main types of components:

1. Steps
2. Connections

### Journey Steps

A journey is a combination of steps connected with each other as shown in the screenshot below. The customer navigates from one step to another based on the criteria of the condition.

<figure><img src="/files/Y7k4JURgbtr9s5G0XyJR" alt=""><figcaption></figcaption></figure>

### Journey Connections

The actions that connect the steps in a journey are called Journey connections. As shown below, there are various Journey Connections, like, Event Triggered, After Wait, After Send, etc. &#x20;

<figure><img src="/files/5F910RXxdFFnlti0QFEA" alt=""><figcaption><p>Journey Connections</p></figcaption></figure>


# Journey Entry Points

How will you determine, when a customer will enter a journey?&#x20;

By setting Custom Entry Event, this means, the customer will get added to the journey when he performs a particular activity or event.&#x20;

Watch this quick tutorial to see how to add a customer to a journey.&#x20;

{% embed url="<https://youtu.be/48ruHIOLU_w>" %}
Adding a Customer to a Journey
{% endembed %}

&#x20;Let us take a look at the options and settings to add customers to the journey.

Click on the journey entry points button, and choose from the three options available, which are:&#x20;

* **Option 1 'When customer performs event' -** Here the customer will be added to the journey when he performs any event. Click on the drop-down to select the event after which the customer will enter the journey. For example, Purchased. This means the customer will enter the journey when he performs 'Purchase' event.&#x20;

<figure><img src="/files/Bq4pvMztmuqvwLCn8C6X" alt=""><figcaption><p>When Customer Performs Event</p></figcaption></figure>

* **Option 2 'Customer Enters or exits Segment' -** Add a customer to the journey when he enters or exits the segment. Click on the drop-down and select the segment to watch for, and specify the time of the day when the segment check will take place. For example, run the Journey when the customer exits the segment - ‘not purchase last 3 months’. Segment checks to be done at 12:00 PM every day. This option can also be used to trigger a journey for those customers who are already in a particular segment. For example, this journey will be triggered for a customer who is already in the ‘not purchase last 3 months’ segment, and the segment check will be done at 01:30 PM every day.

<figure><img src="/files/8VefxkjfSaPzjZqORH7X" alt=""><figcaption><p>Customer Enters or Exits Segment</p></figcaption></figure>

* **Option 3 'Repeat at a fixed time' -** Determine how many times a journey will repeat for a particular customer.&#x20;

  * **Repeat Journey Daily**. Trigger the journey every day, for given customers. Click on the drop-down to set a specific time. Click on ‘Add Day Slot, to run this journey at multiple times in a day.&#x20;

  <figure><img src="/files/X6GfG93UAZrIEcCYBIgI" alt=""><figcaption><p>Repeat Journey Daily</p></figcaption></figure>

  * **Repeat Journey Weekly**. Run the journey every week, for given customers, at a specific time. Set the required criteria by clicking on the drop-down. You can also click on ‘Add Week Day’, to run this journey on multiple days of the week. For example, remind customers about a Weekly Discount. Set the criteria to repeat this journey on every Friday of the week, at 06:30 PM, for given customers.

  <figure><img src="/files/EDItCHxEPzNLdLFXBQWc" alt=""><figcaption><p>Repeat Journey Weekly</p></figcaption></figure>

  * **Repeat Journey Monthly**, this means the journey will run every month, for given customers, at the time specified by you. Set the required criteria by clicking on the drop-downs. Click on ‘Add Month Date’, to run this journey on multiple dates in one month. For example, don’t let your customers miss out on the month-end bonanza, use this option to set the criteria to repeat this journey on the 25th of every month at 05:30 PM, for given customers.&#x20;

  <figure><img src="/files/kukn4xyAyGYW5ZE8EWwc" alt=""><figcaption><p>Repeat Journey Monthly</p></figcaption></figure>

Based on the criteria set, customers will enter the journey.&#x20;

Click on ‘Save Changes’ to save your draft to move on to the next step in creating the journey.&#x20;


# Journey Action Steps

Journey action steps are custom actions that you can create to trigger each step of the journey.  Each step will have a set of journey actions that can be used to trigger each step.&#x20;

<figure><img src="/files/waVbXlm5ZopEydXVT4t4" alt=""><figcaption></figcaption></figure>

For example, the action 'Event Triggered' is used, as the name states, to trigger a Journey. This can either lead to a 'Wait for Event' or directly lead to a send communication - either SMS, Email, or WhatsApp. Each of these events will also have a menu of Journey actions Steps that can easily be used to create and complete your journey.&#x20;

<figure><img src="/files/Bw1qqpNA2KwchUUzUqZr" alt=""><figcaption><p>Journey Action Steps</p></figcaption></figure>


# Journey Condition Steps

Journey Conditions enable you to target a particular section of your customer base depending on the end goal of your campaign. There are three condition blocks to choose from.&#x20;

1. **Past Behavior:** Determine which customer will proceed with the next steps of the journey based on their past behavior, that is, user attributes, events performed, and events not performed.
2. **Is in Segment:** Applying this condition will ensure that customers belonging to a specific segment will proceed with the next steps in the journey.
3. **Is Reachable:** This condition block will help identify which platforms, such as email, Mobile Push, Web Push, SMS, WhatsApp, or in-app, your customers are available on and send communications accordingly.&#x20;

<figure><img src="/files/wsPtE5n808iDvlBLwjBY" alt=""><figcaption><p>Types of Condition Blocks</p></figcaption></figure>

Watch this quick tutorial to see how to apply a condition block in between a journey.&#x20;

{% embed url="<https://youtu.be/fXpfi-kG9i4>" %}
Apply a Condition between Journey Steps
{% endembed %}

Let's take a closer look at the various setting available in each condition block.&#x20;

### Past Behavior

Add a **‘Past Behavior’** block, link it to the 'Custome Entry Event' block, and ‘Click to edit’. With this option, you can filter out customers based on their past behavior and accordingly get them to proceed with the journey. There are three behavior filters.&#x20;

1. User Attribute
2. Performed Event
3. Not Performed Event&#x20;

<figure><img src="/files/9BFyq04q1tTyLAWwvyJT" alt=""><figcaption><p>Past Behavior - Behavior Filters</p></figcaption></figure>

Here is how you can use these three filters optimally, with the help of an example.&#x20;

You have a site-wide sale where all your products are available at 50% off and you want to send the first notification to your returning customers who have made two or more purchases. To do this,&#x20;

* Click on ‘User Attribute’,&#x20;
* Select property as ‘Total Orders’,
* Set the condition as ‘Greater than or equal to’,
* Enter ‘2’ as the value.

<figure><img src="/files/GLp5lqhE7NgZwLiu65E1" alt=""><figcaption><p>User Attribute</p></figcaption></figure>

Next, we will add one more filter to send this announcement specifically to those customers who have looked at products worth ₹ 3,000 and more, at least 5 times, in the last thirty days. To do this,&#x20;

* Click on ‘Performed Event’,
* Select event performed as ‘Product Viewed’
* Set the condition as ‘Greater than or equal to’,&#x20;
* Enter ‘5’ as the value,
* Set the time period to ‘last 30 days’,
* Click on ‘Add product viewed condition’
* Select the property as ‘Price’,
* Set the condition as ‘Greater than or equal to’,
* Enter ‘3000’ as the value.&#x20;

<figure><img src="/files/MyJqY0Sd0JHQtnKVXbp0" alt=""><figcaption><p>Performed Event</p></figcaption></figure>

Further, we would like to filter out those customers who have viewed the product but did not purchase it in the last 30 days. To do this,&#x20;

* Click on ‘Not Performed Event’,
* Select event not performed as ‘Purchased’,
* Set the time period to ‘last 30 days’,
* Click on ‘Add Purchased Condition’,
* Select the property as ‘Amount’,&#x20;
* Set the condition as ‘Greater than or equal to’,
* Enter ‘3000’ as the value.&#x20;

<figure><img src="/files/nkWBowvN7KKqnyf0aGub" alt=""><figcaption><p>Not Performed Event</p></figcaption></figure>

Now that all the required filters have been applied, give a Behavior Description ‘Product Viewed, Not Purchased’. This description will be visible on the ‘Past Behavior’ condition Block in the Journey Steps.&#x20;

Click on ‘Save Changes’ and proceed further.&#x20;

If the ‘Past Behavior’ Condition is not met, send out an email to the customers notifying them about the ‘Sale’. Add an ‘Email’ engagement block and link it to the ‘Past Behavior’ condition block by clicking on ‘No’.&#x20;

<figure><img src="/files/LDxmdh7CJH3c3u2jcw9k" alt=""><figcaption><p>Is in Segment</p></figcaption></figure>

### Is in Segment

If the ‘Past Behavior’ Condition is met, we will add another condition, that is, **‘Is in Segment’**. Link this block by clicking on ‘Yes’.&#x20;

Click to edit.&#x20;

Select the segment from the dropdown, for this example, we will choose ‘Not purchase last three month’.

Click on ‘Save Changes’ and proceed further.&#x20;

If the ‘Is in Segment’ condition is not met we will send out an SMS to the customer notifying them about the Sale.&#x20;

Add an SMS engagement block and link it to the ‘Is in Segment’ condition block by clicking on ‘No’.&#x20;

<figure><img src="/files/ZwvxjDjlJv3jEa5hY4rX" alt=""><figcaption><p>Is Reachable</p></figcaption></figure>

### Is Reachable

If the ‘Is in Segment’ condition is met, we will add the last and final condition, which is, **‘Is Reachable’**. Link this block by clicking on ‘Yes’.&#x20;

Click to edit.&#x20;

To check where the user is available, click on the drop-down and click on email for this particular scenario.&#x20;

Click on ‘Save Changes’ and proceed further.&#x20;

If the user is not reachable by email we will send a WhatsApp message to the customer notifying them about the Sale.

Add a WhatsApp engagement block and link it to the ‘Is Reachable’ condition block by clicking on ‘No’.&#x20;

If the user is reachable by email we will send an email to the customer notifying them about the ‘Sale’.&#x20;

Add an Email engagement block and link it to the ‘Is Reachable’ condition block by clicking on ‘Yes’.&#x20;

<figure><img src="/files/903yPoeFUiuLWyIgN9SC" alt=""><figcaption><p>Applying Conditions between Juorney Steps</p></figcaption></figure>

There you have it, you have successfully applied conditions in between your journey steps.&#x20;


# Updating Customer Attributes in Journey

The Attribute Update journey step allows you to create, modify, or remove a customer’s attribute as they move through the journey.

A few common use cases for the Attribute Update step in the journey are:

a. Setting a customer’s next birthday, for birthday campaigns

b. Setting the interest of a customer based on the products he is purchasing.

c. Save customer's feedback and review from third-party platforms like [judge.me](https://judge.me/)

d. Save your customer's loyalty points with third-party platforms like [smile.io](https://smile.io/)

…and we’re sure there are more we haven’t uncovered yet!

**How to update customer attributes in Journey?**

It is quite easy. You just need to drag-drop the 'Set User Attribute' step in Journey and mention the attribute to update in that step. You can mention the attribute to update and the value to set/increase/decrease.

<figure><img src="/files/ifvaYecVP3vxIR0v1ZXr" alt=""><figcaption></figcaption></figure>

### And that’s it!

Save your 'Update User Attribute' action, and continue setting up your journey! If you’ve found a cool use case for the attribute action or you need some help setting it up, just get in touch with our support team via the dashboard chat and we’ll be happy to help.

**Few notes on updating customer attributes:**

1. For numbers, you can increase/decrease the current value. If no value is found, it will consider 0 as the current value. For example, you have set the attribute update to increase the value by 5, if no value is present it will consider 0 and increase that value by 5 and save.
2. For Date attribute update you have 4 options to modify the attribute:

   i. Set to a specific time: Input the time, you want to update to.

   ii. Set to a current time: Set to the journey time (When the user will be processed in the journey).

   iii. Increase existing time: Increase time mentioned in the attribute by specific minutes, hours, etc.

   iv. Decrease existing time: Decrease time mentioned in the attribute by specific minutes, hours, etc.


# Analyze Journey Reports

Journey reports help you understand how customers are entering and being processed in the journey. You can also see the summary of all campaigns being sent along with their CTA.

When you click on any journey on the Journey List Page, on the Growlytics dashboard, you will see a summary of the overall impact of the journey over the last 7 days by default. (you can change this time range).&#x20;

Here you can check&#x20;

* How many customers entered the journey,&#x20;
* How many exited the journey,&#x20;
* Revenue generated by the journey
* Customer engagement across all channels of communication
* Individual performance of campaigns&#x20;

### Advanced Journey Insights

The first section on the Journey Details Page will give you real-time insights on:&#x20;

<figure><img src="/files/INevezBwv8vthVzTdJid" alt=""><figcaption><p>AdvancedJourney Insights</p></figcaption></figure>

* **Customers Entered**: Number of customers who entered the journey till now.
* **Customers In Journey**: Number of customers who are currently being processed in the journey.
* **Customers Exited**: Number of customers who exited the journey till now.
* **Total Conversions**: Total number of conversions brought in by Running Journey till now.&#x20;
* **Total Revenue**: Total revenue that the Running Journey has generated till now&#x20;

### Journey Insights and Engagement

The second section on the Journey Details Page will give you real-time insights into the overall performance of the journey at a glance.&#x20;

<figure><img src="/files/CibFKYfHFdH6QGTYu0kk" alt=""><figcaption><p>Journey Insights and Engagement</p></figcaption></figure>

1. **Journey Insights**: This section will tell you how many customers entered the journey, how many customers exited the journey, and the total revenue generated from the journey. &#x20;
2. **Engagement Trends**: This section will give you an overview of the level of customer engagement in each channel of communication, that is, Email, SMS, WhatsApp, Mobile Push, and Web Push. You will also be able to view the total customer engagement across all channels.&#x20;

You have the option to generate these reports for the following time periods

* Last 24 Hours
* Last 2 Days
* Last 7 Days
* Last 15 Days
* Last 30 Days
* Custom Time Period &#x20;

### Campaign Insights

The third and final section on the Journey Details Page will give you detailed insights on Campaign Wise Conversions based on&#x20;

<figure><img src="/files/lPk9ck9YWwPCWtf8eQRu" alt=""><figcaption><p>Campaign Insights </p></figcaption></figure>

* Channel Used&#x20;
* Communications Sent&#x20;
* Communications Failed
* Communications Opened
* Communications Clicked
* Communications Converted
* Content of the Message Sent

Here also you have the option to generate these reports for the following time periods

* Last 24 Hours
* Last 2 Days
* Last 7 Days
* Last 15 Days
* Last 30 Days
* Custom Time Period

### Journey Customer Flow Analysis

In addition to overall reports, you can also check how customers are flowing through various steps in the journey. To do this,&#x20;

* Click on 'Journey Steps'
* Click on the Graph icon to see the reports for each step&#x20;

<figure><img src="/files/obmiEpq1UbKb19P6RqwZ" alt=""><figcaption><p>Journey Flow Analysis</p></figcaption></figure>


# Campaigns Overview

A campaign is a one-time send to a pre-established target group of customers — like sending festival discounts, regular newsletters, sale announcements, or promotional sends. A campaign can be created and sent immediately, or it can be scheduled to be sent at a later time.

### Creating Campaigns&#x20;

Creating a campaign is a 5 step process.

<figure><img src="/files/xnqG6JomQij0tf8m75D7" alt=""><figcaption></figcaption></figure>

### Step 1: Basic Campaign Information

Fill in the basic information for your campaign.

1. **Campaign Name:** Give your campaign a name to refer to later.
2. **Campaign Start Time:** Specify when you want to send campaign messages. You can set it up immediately or schedule it for a later time.
3. **Frequency Capping:** Enable/disable frequency capping for the campaign. When enabled, the campaign message will not be sent to the customer if frequency capping has been exceeded. Learn more about frequency capping: [Frequency Capping](/account-settings/campaign-settings/setting-up-frequency-capping)
4. **UTM Tracking:** Set UTM tracking parameters, all the links mentioned in the email will be modified with the UTM parameters mentioned.

<figure><img src="/files/a7gMnkSQpblsYZ040EgQ" alt=""><figcaption><p>Basic Campaign Information</p></figcaption></figure>

### Step 2: Target Audience

Specify the group of customers who will receive the campaign messages. There are 3 options to specify here:

1. *All Customers:* With this option, all the customers present in Growlytics will receive campaign messages.
2. *Segment:* Customers present in the Segment specified will receive campaign messages.
3. *Custom Segment:* Target a specific set of customers without creating a segment for them.
4. *Static List:* Customers present in the specified static list (.csv list) will receive campaign messages.

<figure><img src="/files/ctFBd6WMsGBkwhU5YuoY" alt=""><figcaption><p>Target Audience</p></figcaption></figure>

### Step 3: Campaign Message

Depending on the messaging channel, specify campaign contents here. Please refer to channel-specific campaign creation guidelines for this step.

### Step 4: Conversion Tracking

When creating a campaign always keep in mind to set up a conversion goal. This will enable you to measure the effectiveness of your campaign and thereby filter out customers in the follow-up campaigns or messages.&#x20;

Set up an exit criteria, this determines with a customer exits your campaign. This will also specify whether the customer should continue to receive all the messages in the campaign when they match the conversion goal or don't match your trigger criteria anymore.&#x20;

<figure><img src="/files/qLaqgyC7gIdDojrphtbz" alt=""><figcaption><p>Conversion Tracking</p></figcaption></figure>

### Step 5: Review & Launch&#x20;

This is the final step of publishing the campaign. You can review the details specified at each campaign step and you can launch the campaign.

### **Campaign Summary**:

The campaign summary shows us&#x20;

1. How many campaigns have been created
2. The different channels through which the campaigns are running - Email, SMS, WhatsApp, Web Push, Mobile Push, etc.

<figure><img src="/files/kDQA7Idjpg6zb99AuFzQ" alt=""><figcaption><p>Campaign Summary</p></figcaption></figure>

<br>


# Email

An email or a sequence of emails that are sent after a specific action like signing up to an email list, making a purchase, or clicking a link, is known as an email campaign.&#x20;

Email campaigns are designed to reach out to subscribers at the best time and provide valuable content and relevant offers. Using email campaigns allows you to build deep and trusting relationships with your customers.


# Creating Email Campaign

This article will help you create email campaigns like a pro!

Creating an email campaign is a 5 step process. Details for each step are mentioned below. Watch this video for a detailed tutorial.&#x20;

{% embed url="<https://youtu.be/k7IKPKh42SU>" %}
Creating an Email Campaign
{% endembed %}

### Step 1: Set up an Email Campaign

<figure><img src="/files/12sEWw0W2EyynoU6ydDk" alt=""><figcaption><p>Setting up and Email Campaign</p></figcaption></figure>

1. Login to your Growlytics Dashboard.
2. Go to Campaigns > Email. You will see a list of all the email campaigns.
3. Click on 'Create Email Campaign' on the top right corner of the email list page. You will be asked to give a name to the campaign.
4. Enter the campaign name and click on the 'Create Campaign' button.
5. You will now enter the basic information for your campaign, as follows,
   1. **Campaign Name**: Provide the campaign name for your reference.
   2. **Campaign Send Time**: Specify when you want to send the campaign. Use 'Start Immediately' to send the email when the campaign is published. Or use 'Start Later' and provide the scheduled date and time to send the emails.
   3. **Frequency Capping:** This will ensure your customers are not spammed with too many communications on the same day.
   4. **UTM Tracking:** Checking this option will help tag all the URLs used in your campaign and understand the source of traffic to that URL. It will also help you study campaign performance on platforms like Google Analytics.

### Step 2: Specify Target Audience&#x20;

<figure><img src="/files/FK8msAGq7Xz3oIWOHWdU" alt=""><figcaption><p>Set Target Audience</p></figcaption></figure>

In this step, you can specify the customers you want to send emails to. There are 4 options to choose from:

1. **All Customers**: Send emails to all the customers synced on the Growlytics platform with their email IDs.
2. **To Segment:** Send emails to customers who belong to a particular segment that you have created earlier.
3. **To Custom Segment**: Target a specific set of customers by instantly creating a segment with the help of custom segment filters like User Attribute, Performed Event, and Not Performed Event.
4. **To Static List**: Send emails to customers imported from a CSV list.

### Step 3: Create Email Content

<figure><img src="/files/P1STEcbLvxmEVCj9gXVq" alt=""><figcaption><p>Creating Email Content</p></figcaption></figure>

There are 3 ways you can build email content:

1. **With Drag & Drop Editor:** Use the drag & drop editor to build an attractive email either from scratch or by using any of the pre-existing templates.&#x20;
2. **With Normal Text Editor:** If you want to send a simple text email, you can use a text editor and draft the email content.
3. **Using Custom HTML:** If you have designed the email outside, you can just use that HTML with this option. For steps on how to do so, click here.&#x20;

Follow these steps to create the content for your email:

1. Add a catchy subject line and personalize it by adding tags like 'User Property', 'Event', 'Coupons', and 'Cart'.&#x20;
2. Add your brand name in the 'From Name' section and select your 'Email Provider' from the drop-down menu.&#x20;
3. Add a preview text to briefly describe the contents of your email and personalize it using tags.&#x20;
4. Add a 'Reply-To Email' ID for when customers respond to emails.&#x20;
5. Create the email using any of the three options mentioned above.&#x20;

{% hint style="info" %}
Pro Tip: Use the **Drag & Drop** **Editor** to create beautiful emails with a variety of pre-saved templates. Modify them to your liking and execute your email campaign in minutes! &#x20;
{% endhint %}

6. Click on 'Save and Continue' to proceed to the next step.&#x20;

{% hint style="info" %}
Pro Tip: **Image Assets** in the Campaign section gets a feature upgrade! You can now **Bookmark** images you use regularly. Say goodbye to endless scroll-searching.&#x20;
{% endhint %}

### Step 4: Enable Conversion Tracking

<figure><img src="/files/43f92p3VVNqc0fERyrh6" alt=""><figcaption><p>Enable Conversion Tracking</p></figcaption></figure>

In this step, you will select the conversion tracking criteria for the email campaign.

Depending on the goal of your campaign, select the 'Don’t track revenue option' or the 'Track revenue' option. This means the conversions from this campaign will be tracked for 5 days after the campaign is sent out.&#x20;

### Step 5: Review and Launch&#x20;

<figure><img src="/files/2oKo4U1NhDG1m1dd04V3" alt=""><figcaption><p>Review and Launch</p></figcaption></figure>

This final step allows you to review the entire campaign once and make any edits before you Launch the campaign.

Once your campaign is up and running, you will be redirected to the Campaign Overview Page. We will learn more about this in the next section. &#x20;

### Tracking Campaign Progress

Click [here](/campaigns/analyzing-campaign-reports) to learn how to track campaigns and revenue.


# Using Custom HTML in Email Drag Drop Editor

Email drag-drop editor now has a new block "Custom HTML" that you can use to add customized HTML snippets inside the email.

<figure><img src="/files/98RJKp6AaIHuuDfFQod9" alt=""><figcaption></figcaption></figure>

## How to use it inside the drag-drop editor? <a href="#h_6130111760" id="h_6130111760"></a>

The following steps will help you add custom HTML blocks:

1. Log in to your Growlytics dashboard
2. Select 'Campaign' and go to the email contents section
3. Click on the 'Add block' button
4. You will see the 'Custom HTML' block there. Use this block to add your custom HTML.

<figure><img src="/files/6anrpgdJ49VtlgwAmnSl" alt=""><figcaption></figcaption></figure>

5. Once you select this block you will see an input box to put your custom html. Once you put the content there, you will see the preview of that HTML just like you see previews for any other HTML block.

<figure><img src="/files/TcBBrKtqMnF5Fbntcjzy" alt=""><figcaption></figcaption></figure>

**Notes:**

1. Your custom HTML snippet will be rendered inside \<td> block. Use this block carefully, inconsistent HTML content may break the entire mail HTML structure.
2. Make sure your HTML contents are mobile responsive, if not it may change the look and feel of the email content.


# Email Campaign Reports

This article helps you understand the various reports and metrics available to you with Growlytics

Get access to detailed reports for every email campaign you run, and analyze their performance. Understand how well your email strategies are working or if there is anything unusual happening.&#x20;

To access the email campaign reports all you have to do is&#x20;

<figure><img src="/files/XMcAqcO8ULAwYxSmT0x3" alt=""><figcaption></figcaption></figure>

* Log in to your Growlytics account
* Click on Campaigns on the left side menu
* Click on Email, select the email campaign for which you want to view the performance

These reports include emails sent, emails delivered, unique clicks, conversions, and more, as shown in the screen recording above.&#x20;

In this report, you can also view&#x20;

* The content that was used for that particular email campaign and whether it contributed to the performance of the campaign.&#x20;
* The recipient activity and use it for either future campaigns or follow-up campaigns for this particular campaign.&#x20;

Doesn't it feel good to have a campaign report in your inbox as soon as the campaign ends and not worry about having to log in to your dashboard every single time?&#x20;

Well! You can also schedule reports to be automatically generated at a specific time. All you have to do is follow these steps and voila!&#x20;

1. Login to the [Growlytics dashboard](https://app.growlytics.in).
2. Click on the 'Scheduled Reports' tab on the left-hand side.
3. Click on 'Create Scheduled Report' visible in the top right corner.
4. You can now schedule a report on a daily, weekly, and monthly basis.

<figure><img src="/files/K0eZRe99fOEDHAfpnvj8" alt=""><figcaption><p>Email Campaign Report</p></figcaption></figure>


# SMS

An SMS campaign enables you to interact with your customers via text. They have a lot in common with email campaigns, but text marketing campaigns are even more personal than email since text messages are something people use for communicating with their friends and family.


# Creating SMS Campaign

This article will help you send SMS campaigns like a bawse!

Creating an SMS campaign is a 5 step process. Details for each step are mentioned below. Watch this video for a detailed tutorial.&#x20;

{% embed url="<https://youtu.be/L6bS8qhBSFA>" %}
Creating an SMS Campiagn
{% endembed %}

### Step 1: Set up an SMS Campaign

<figure><img src="/files/NaVEVJE5YZts4BNiZWJb" alt=""><figcaption><p>Set up and SMS Campaign</p></figcaption></figure>

1. Login to your Growlytics Dashboard.
2. Go to Campaigns > SMS. You will see a list of all the SMS campaigns.
3. Click on 'Create SMS Campaign' on the top right corner of the SMS list page. You will be asked to give the name of the campaign.
4. Enter the campaign name and click on the 'Create Campaign' button.
5. You will now enter the basic information for your campaign, as follows,
   1. **Campaign Name**: Provide the campaign name for your reference.
   2. **Campaign Send Time**: Specify when you want to send the campaign. Use 'Start Immediately' to send the email when the campaign is published. Or use 'Start Later' and provide the scheduled date and time to send the emails.
   3. **Frequency Capping:** This will ensure your customers are not spammed with too many communications on the same day.
   4. **UTM Tracking:** Checking this option will help tag all the URLs used in your campaign and understand the source of the traffic to that URL. It will also help you study campaign performance on platforms like Google Analytics.

### Step 2: Specify Target Audience

<figure><img src="/files/enXLGhYCWO3f8phq2aCe" alt=""><figcaption><p>Specify Target Audience</p></figcaption></figure>

In this step, you can specify the customers you want to send SMS notifications. There are 4 options to choose from:

1. **All Customers**: Send SMS to all the customers synced on the Growlytics platform with their email IDs.
2. **To Segment:** Send SMS to customers who belong to a particular segment that you have created earlier.
3. **To Custom Segment**: Target a specific set of customers by instantly creating a segment with the help of custom segment filters like User Attribute, Performed Event, and Not Performed Event.
4. **To Static List**: Send SMS to customers imported from a CSV list.

### Step 3: Create SMS Content

<figure><img src="/files/bcVcAtVoE3FO30CrPSd4" alt=""><figcaption><p>Create SMS Content</p></figcaption></figure>

This is where you will create the SMS content.&#x20;

1. Select your SMS provider from the drop-down menu.&#x20;
2. Enter the Template ID. If you are sending messages from an Indian SMS provider, you can specify the DLT template id if required by your configured SMS provider.
3. Choose whether this SMS is transactional or not.&#x20;
4. Enter the DLT-approved SMS content. You can personalize your message  by clicking on the User Icon, you will see four options - User Property, Events, Coupons, and Cart. For our example, Click on User property and select ‘Name’ to personalize the title.&#x20;
5. Redirect your customers to a web page of your choice by adding a short link. To do this,&#x20;

   1. Click on 'Create Short Link'.&#x20;
   2. Enter the required URL.&#x20;
   3. Check the ‘Only generate short code, without domain name in URL’ option, to keep your domain name hidden. &#x20;
   4. Click on 'Create Short Link'.
   5. Click on ‘Copy & Continue’ to proceed.&#x20;

   You can now paste this link in your message.

### Step 4: Enable Tracking Conversion

<figure><img src="/files/i1xHDNVYtBpQaQ7Ae8Rm" alt=""><figcaption><p>Enable Conversion Tracking</p></figcaption></figure>

In this step, you will select the conversion tracking criteria for the email campaign.

Depending on the goal of your campaign, select the 'Don’t track revenue option' or the 'Track revenue' option. This means the conversions from this campaign will be tracked for 5 days after the campaign is sent out.&#x20;

Since we are sending out a 'Purchase Thank You' notification in our example we will select the ‘Don’t track revenue’ option.&#x20;

### Step 5: Review and Launch

<figure><img src="/files/YJuip869WINjOtvtEATF" alt=""><figcaption><p>Review and Launch</p></figcaption></figure>

This final step allows you to review the entire campaign once and make any edits before you Launch the campaign.

Once your campaign is up and running, you will be redirected to the Campaign Overview Page. We will learn more about this in the next section. &#x20;

### Tracking Campaign Progress

Click [here](/campaigns/analyzing-campaign-reports) to learn how to do campaign tracking and revenue tracking.<br>


# SMS Campaign Reports

This article helps you understand the various reports and metrics available to you with Growlytics

Get access to detailed reports for every SMS campaign you run, and analyze their performance. Understand how well your email strategies are working or if there is anything unusual happening.&#x20;

To access the SMS campaign reports all you have to do is&#x20;

<figure><img src="/files/4WYPSyTAIcpfPC3WScpV" alt=""><figcaption><p>SMS Campaign Reports</p></figcaption></figure>

* Log in to your Growlytics account
* Click on Campaigns on the left side menu
* Click on SMS, select the SMS campaign for which you want to view the performance

These reports include SMS sent, SMS delivered, unique clicks, conversions, and more, as shown in the screenshot below.&#x20;

In this report, you can also view&#x20;

* The content that was used for that particular SMS campaign and whether it contributed to the performance of the campaign.&#x20;
* The recipient activity and use it for either future campaigns or follow-up campaigns for this particular campaign.&#x20;

Doesn't it feel good to have a campaign report in your inbox as soon as the campaign ends and not worry about having to log in to your dashboard every single time?&#x20;

Well! You can also schedule reports to be automatically generated at a specific time. All you have to do is follow these steps and voila!&#x20;

1. Login to the [Growlytics dashboard](https://app.growlytics.in).
2. Click on the 'Scheduled Reports' tab on the left-hand side.
3. Click on 'Create Scheduled Report' visible in the top right corner.
4. You can now schedule a report on a daily, weekly, and monthly basis.

<figure><img src="/files/K0eZRe99fOEDHAfpnvj8" alt=""><figcaption><p>SMS Campaign Report</p></figcaption></figure>


# Web Push

A web push notification is a message that is sent by a website or web app to your device. They can be delivered to your device, mobile, or desktop, even when the customer is not active on the platform. The unique quality of these notifications is that they are significantly visible and easy to respond to. The best time to use these notifications is when you want to deliver timely information and engage your customers.


# Creating Web Push Campaign

Creating a web push campaign is a 5 step process. Details for each step are mentioned below. Watch this video for a detailed tutorial. &#x20;

{% embed url="<https://youtu.be/mtm1UpEU8Fc>" %}
Creating a Web Push Campaign
{% endembed %}

### Step 1: Set up a Web Push Campaign

<figure><img src="/files/95tCzABdNeH2KznduKIz" alt=""><figcaption></figcaption></figure>

1. Log in to your Growlytics Dashboard.&#x20;
2. Go to Campaigns > Web Push. You will see a list of all the Web Push Campaigns.&#x20;
3. Click on 'Create Web Push Campaign' on the top right corner of the web push list page. You will be asked to give the campaign a name.&#x20;
4. Enter the campaign name and click on the 'Create Campaign' button.&#x20;
5. You will now enter the basic information for your campaign as follows&#x20;
   1. **Campaign Name:** Gets auto-populated from the previous screen. You can edit your campaign name here.&#x20;
   2. **Campaign Send Time:** Specify when you want to send the campaign. Use 'Start Immediately' to send the email when the campaign is published. Or use 'Start Later' and provide the scheduled date and time to send the emails.
   3. **Frequency Capping:** This will ensure your customers are not spammed with too many communications on the same day.
   4. **UTM Tracking:** Checking this option will help tag all the URLs used in your campaign and understand the source of the traffic to that URL. It will also help you study campaign performance on platforms like Google Analytics.

### Step 2: Specify Target Audience

<figure><img src="/files/rhRliV2GDvGT9MNfB9dI" alt=""><figcaption><p>Specify Target Audience</p></figcaption></figure>

In this step, you can specify the customers you want to send web push notifications. There are 4 options to choose from:

1. **All Customers**: Send notifications to all the customers synced on the Growlytics platform with their email IDs and enabled notifications on their devices.&#x20;
2. **To Segment:** Send notifications to customers who belong to a particular segment that you have created earlier.
3. **To Custom Segment**: Target a specific set of customers by instantly creating a segment with the help of custom segment filters like User Attribute, Performed Event, and Not Performed Event.
4. **To Static List**: Send notifications to customers imported from a CSV list

### Step 3: Create Web Push Content

<figure><img src="/files/drN46FCw8ryz4nlTI4Vj" alt=""><figcaption><p>Create Web Push Content</p></figcaption></figure>

1. Give a personalized title to your web push notification. To do this, click on the 'User' icon to view the tags available, User Property, Events, Coupons, and Cart. For our example, Click on User property and select ‘Name’ to personalize the title.&#x20;
2. Enter the content for the message you want to convey to your customer, ‘Thank You for shopping with us!’. Add an emoji to make it more exciting.
3. Add an image to your notification. There are two ways to do this&#x20;
   1. Insert a link to the image you want to use.&#x20;
   2. Click on ‘Select Image’. Either upload an image, or choose an image from the image library. Pro tip! Use the Bookmark option to mark images you use more often and access them instantly.
4. Add your brand logo to the web push notification&#x20;
   1. Enter the URL to the required image or,&#x20;
   2. Click on ‘Select Image’ and make the best use of the Bookmark option we spoke about earlier, to upload your brand logo. &#x20;
5. Enter a link in the 'Click Link' option. This will redirect your customer to a webpage of your choice when they click on the web push notification.&#x20;
6. Test out the functionality and visual appearance of the web push notification by clicking on 'Send Test Notification'.&#x20;

### Step 4: Enable Conversion Tracking

<figure><img src="/files/8gzwvGv5DyghuqP0h4X5" alt=""><figcaption><p>Enable Conversion Tracking</p></figcaption></figure>

In this step, you will select the conversion tracking criteria for the web push campaign.

Depending on the goal of your campaign, select the 'Don’t track revenue option' or the 'Track revenue' option. This means the conversions from this campaign will be tracked for 5 days after the campaign is sent out.&#x20;

Since our example is that of a Purchase thank you notification we will select the ‘Don’t track revenue’ option.&#x20;

### Step 5: Review and Launch

<figure><img src="/files/h0kFNQk7LaIxcY8DvArb" alt=""><figcaption><p>Review and Launch</p></figcaption></figure>

This final step allows you to review the entire campaign once and make any edits before you Launch the campaign.

Once your campaign is up and running, you will be redirected to the Campaign Overview Page. We will learn more about this in the next section.&#x20;

### Tracking Campaign Progress

Click [here](/campaigns/analyzing-campaign-reports) to learn how to track campaigns and revenue.


# Web Push Campaign Reports

This article helps you understand the various reports and metrics available to you with Growlytics

Get access to detailed reports for every web push campaign you run, and analyze their performance. Understand how well your web push strategies are working or if there is anything unusual happening.&#x20;

To access the web push campaign reports all you have to do is&#x20;

<figure><img src="/files/yT30y0iDBfa1CXP8ZQSC" alt=""><figcaption></figcaption></figure>

* Log in to your Growlytics account
* Click on Campaigns on the left side menu
* Click on Web Push, select the campaign for which you want to view the performance

These reports include notifications sent, notifications delivered, unique clicks, conversions, and more, as shown in the screen recording above.&#x20;

In this report, you can also view&#x20;

* The content that was used for that particular web push campaign and whether it contributed to the performance of the campaign.&#x20;
* The recipient activity and use it for either future campaigns or follow-up campaigns for this particular campaign.&#x20;

Doesn't it feel good to have a campaign report in your inbox as soon as the campaign ends and not worry about having to log in to your dashboard every single time?&#x20;

Well! You can also schedule reports to be automatically generated at a specific time. All you have to do is follow these steps and voila!&#x20;

1. Login to the [Growlytics dashboard](https://app.growlytics.in).
2. Click on the 'Scheduled Reports' tab on the left-hand side.
3. Click on 'Create Scheduled Report' visible in the top right corner.
4. You can now schedule a report on a daily, weekly, and monthly basis.


# Ideal image sizes

The image sizes vary depending on your targeting. Here are the ideal image sizes as well as aspect ratios for mobile and desktop targeting.

**For Desktop** - The image should be at least 360px (width) by 180px (height) with an aspect ratio of 2:1

**For Mobile** - The image should be at least 720px (width) by 240px (height) with an aspect ratio of 3:1

Larger images will be downsized and smaller images will be stretched depending on the size of the container.\
\
For targeting Mobile and desktop users with different images within the same campaign, we recommend creating different locales for mobile and desktop users. Now, while setting up the web campaigns you would get options to use different images for each locale that you have set up.

For example, You can set up a locale with "Web Push Subscription Status is True AND Device Type is "Mobile" as a locale for your Mobile users and while creating the campaign choose an image with a 3:1 aspect ratio within the message for the created locale.

<br>


# WhatsApp

WhatsApp marketing is a type of messenger marketing, which implies promoting a brand through WhatsApp. This channel helps brands reach an enormous audience, build strong relationships with customers, and increase sales.


# Creating WhatsApp Campaign

After reading this article you will become a WhatsApp Campaign Guru!

Creating a WhatsApp campaign is a 5 step process. Details for each step are mentioned below.

<figure><img src="/files/Kc8kVhn7PJnPfHGORZ1g" alt=""><figcaption><p>Creating a WhatsApp Campaign</p></figcaption></figure>

### Step 1: Creating a Draft

1. Login to your Growlytics Dashboard.
2. Go to Campaigns > WhatsApp. You will see a list of all the WhatsApp campaigns.
3. Click on 'Create WhatsApp Campaign' on the top right corner of the WhatsApp list page. You will be asked to give the name of the campaign.
4. Enter the campaign name and click on the 'Create Campaign' button.

### Step 2: Provide Basic Campaign Details

<figure><img src="/files/2pTZvxsdcAWMyiqkv0OO" alt=""><figcaption><p>Basic Campaign Details</p></figcaption></figure>

The first step of the campaign is 'Basic Info'. Here you will need to provide general information about the campaigns like campaign name, etc.

1. **Campaign Name:** Provide the campaign name for your reference.
2. **Campaign Send Time:** Specify when you want to send the campaign. Use 'Start Immediately' to send the WhatsApp message when the campaign is published. Or use 'Start Later' and provide the scheduled date and time to send the WhatsApp message.
3. **UTM Tracking:** Specify UTM parameters to be mentioned in the links which customers will click on within the emails.

### Step 3: Specify Target Audience

<figure><img src="/files/17nJryVmc4FEZrUcNUB7" alt=""><figcaption><p>Specify Target Audience</p></figcaption></figure>

In this step, you can specify the customers you want to send WhatsApp messages to. There are 4 options to choose from:

1. **All Customers:** Send WhatsApp to all the customers.
2. **To Segment:** Send WhatsApp to customers who belong to a particular segment.
3. **To Custom Segment:** Target a specific set of customers without creating a segment for them.
4. **To Static List:** Send WhatsApp to customers who belong to a particular static segment.

### Step 4: Specify WhatsApp Contents

<figure><img src="/files/R8RTJfjo1dmserlW48K0" alt=""><figcaption><p>Specify WhatsApp Content</p></figcaption></figure>

The following details need to be provided for WhatsApp content:

1. **WhatsApp Provider:** Specify which WhatsApp provider you want to use to send WhatsApp messages.
2. **WhatsApp Message Content:** Create personalized WhatsApp messages to be sent to the customers. Make sure the message contents match that of the template approval. To test the template match, you can send a test message to yourself to make sure you are receiving the messages and template contents are matching.
3. **Using Short-links:** If you are using short links inside the WhatsApp message, you can generate short links and put them inside the message.

<figure><img src="/files/VjzR3eMjaL9DwHN6Lrqh" alt=""><figcaption><p>Adding a Shortling to WhatsApp</p></figcaption></figure>

### Step 5: Review & Launch the Campaign

<figure><img src="/files/OtoVCOxz0n4YztvIDAhi" alt=""><figcaption><p>Set Revenue Campaign for Campaign</p></figcaption></figure>

<figure><img src="/files/cK7pwZ5nPO5nXZnAgdgS" alt=""><figcaption><p>Review and Launch Campaign</p></figcaption></figure>

This is the final step of publishing the campaign. You can review the details specified at each campaign step and you can launch the campaign.

### Tracking Campaign Progress

Click [here](/campaigns/analyzing-campaign-reports) to learn how to do campaign tracking and revenue tracking.


# WhatsApp Campaign Reports

This article helps you understand the various reports and metrics available to you with Growlytics

Get access to detailed reports for every WhatsApp campaign you run, and analyze their performance. Understand how well your email strategies are working or if there is anything unusual happening.&#x20;

To access the WhatsApp campaign reports all you have to do is&#x20;

* Log in to your Growlytics account
* Click on Campaigns on the left side menu
* Click on WhatsApp, select the WhatsApp campaign for which you want to view the performance

<figure><img src="/files/kLr3BiTQFv7kYp9oMO0t" alt=""><figcaption><p>WhatsApp Campaign Report</p></figcaption></figure>

These reports include WhatsApp sent, WhatsApp delivered, unique clicks, conversions, and more, as shown in the screenshot below.&#x20;

<figure><img src="/files/Ld4lzJhc30tgw5qiW4kL" alt=""><figcaption><p>WhatsApp Campaign Report Metrics</p></figcaption></figure>

In this report, you can also view&#x20;

* The content that was used for that particular WhatsApp campaign and whether it contributed to the performance of the campaign.&#x20;
* The recipient activity and use it for either future campaigns or follow-up campaigns for this particular campaign.&#x20;

<figure><img src="/files/yZtl06LTgrXfiW3Hcmie" alt=""><figcaption><p>WhatsApp Campaign - Recipient Activity</p></figcaption></figure>

Doesn't it feel good to have a campaign report in your inbox as soon as the campaign ends and not worry about having to log in to your dashboard every single time?&#x20;

Well! You can also schedule reports to be automatically generated at a specific time. All you have to do is follow these steps and voila!&#x20;

1. Login to the [Growlytics dashboard](https://app.growlytics.in).
2. Click on the 'Scheduled Reports' tab on the left-hand side.
3. Click on 'Create Scheduled Report' visible in the top right corner.
4. You can now schedule a report on a daily, weekly, and monthly basis.

<figure><img src="/files/K0eZRe99fOEDHAfpnvj8" alt=""><figcaption><p>Email Campaign Report</p></figcaption></figure>


# Using Short Links in Whatsapp Campaign

This article describes how Growlytics uses short links for tracking click rates for whatsapp and SMS campaigns.

## Adding short links for template approval

While submitting WhatsApp templates for approval, it is mandatory to add the Growlytics short link if the template contains CTAs/Buttons.

Growlytics uses the URL [https://i.gltcs.in](https://i.gltcs.in/)/\<short-code> as its short link domain.

So while submitting the template for approval, the dynamic link URL for the CTAs/BUTTONS should be replaced with [https://i.gltcs.in](https://i.gltcs.in/)

For Example : If the default dynamic link is <https://abc.com/xyz>, it should be replaced as [https://i.gltcs.in/{{1}}](https://i.gltcs.in/)

### Adding short links in Growlytics <a href="#h_ea437d6510" id="h_ea437d6510"></a>

Once the template is approved, you can follow the steps mentioned below for adding the links to the actual campaign in Growlytics.

1. After adding the content body to the WhatsApp editor, below you will see the option to add the button links.
2. Here you cannot add the button link directly as this will lead to an error with a double domain link.
3. For Example, If we add the link <https://abc.com/xyz> then the button will lead to an invalid link <https://i.gltcs.in/https://abc.com/xyz>
4. To avoid this, click on create short link button, paste the actual link and then select the option only generate shortcode, without domain name in the URL as shown in the screenshot below

<figure><img src="https://downloads.intercomcdn.com/i/o/565944288/5d9ebf61e1b7e8331a213971/image.png" alt=""><figcaption></figcaption></figure>

Click on create a short link, a code will appear as shown in the screenshot below, copy this code and add it to the Button link placeholder. This code will have the actual link that is <https://abc.com/xyz>

<figure><img src="https://downloads.intercomcdn.com/i/o/565947020/aaa25e4aa762cf83dece4bad/image.png" alt=""><figcaption></figcaption></figure>

Now save the draft and do a "Send Test", the actual message that you will receive will contain the button with the actual link.


# WhatsApp Chat Custom Reply

Don't leave your customers waiting for someone to respond to their queries.

Customers across the globe are increasingly turning to platforms like WhatsApp, Facebook Messenger, and other such apps to connect with their friends, family, and colleagues. It is natural for customers to expect a similar experience when it comes to communicating with brands. They prefer real-time responses instead of waiting for agent responses or passive communication over emails.&#x20;

A WhatsApp chat custom reply can help you respond to your customers' queries in real-time. You can now provide the speed the customers expect through automations.&#x20;

To get started with setting up and automating your WhatsApp Chat Custom Reply you can follow these steps or watch this quick tutorial.&#x20;

<figure><img src="/files/l61SlCJOPUJguY0TNaMV" alt=""><figcaption></figcaption></figure>

1. Log in to your Growlytics Dashboard.
2. Navigate to the 'Conversations' tab from the menu bar on the left.
3. Select the 'Automations' tab on the menu bar on the left.&#x20;
4. Click on 'Add New Custom Reply' on the top right corner of the page.
5. In the popup that opens
   1. Enter the name of your Custom Auto Reply, for example, "Order Shipment Status"
   2. Add the customer input for which you want the Custom Auto Reply to be triggered. For example, "Where is my order?", and "Is my order dispatched?" will be the two variables we will enter. You can enter up to 5 variables for each automation. When a customer types in any one of them, the auto-response will get triggered.  &#x20;
   3. Enter the type of Auto-reply you would want to trigger when a customer sends in any one of the variations in the chat. For example, "Your order is confirmed and on its way 🚚. Here is the link to track your order \[order URL]"
   4. Click on 'Create Custom Reply'

You have successfully created a WhatsApp Chat Custom Auto Reply.&#x20;

You can always go back and edit Name, Customer Input, or Custom Auto Reply and click on 'Save Changes'.&#x20;

Now when a customer opens their WhatsApp chat with your brand and types in a response that matches the entries you have made for your WhatsApp Custom Auto Replies, the response to their query will automatically get triggered.&#x20;


# WhatsApp Cart Summary

Add a variable to WhatsApp messages for Abandoned Cart automations. This allows you to include a comprehensive Cart Summary in your communication with customers. This improvement is significant compared to the previous version, which only allowed you to share information about a single product in the customer's abandoned cart.

With the Cart Summary feature, you can now provide customers with a complete overview of all the products they have added to their cart. This includes details such as product names, quantities, prices, and any applicable discounts. By offering this detailed summary, you can enhance the customer experience and increase the chances of them completing their purchase.&#x20;

Utilize this feature effectively in two simple steps:

1. Add a WhatsApp block to your automation.&#x20;
2. Edit the block and set up a variable within your automation system that can store the cart information. This variable will serve as a container for all the products in the customer's cart.

<figure><img src="/files/fpn5mdpuEERinfxM6whH" alt=""><figcaption></figcaption></figure>

You can now leverage the Cart Summary feature in your Abandoned Cart automations to provide customers with a comprehensive overview of the products in their cart. This upgrade enhances the effectiveness of your communication strategy and improves the likelihood of customer conversions.


# Connector Campaign

Connector Campaigns allow you to send campaign messages using API endpoints. You can use connector campaigns to:

* Send email/SMS/WhatsApp messages using a vendor who has not partnered with Growlytics yet.
* You can pass data to any third-party analytics system.

## How does it work?

To send the connector campaign, you will need to provide HTTP endpoint details in the campaign content step as shown in the screenshot below.

<figure><img src="/files/fc2ANpF8hQWDprZsx7gt" alt=""><figcaption></figcaption></figure>

### Input parameters: <a href="#h_ccc95dd7ca" id="h_ccc95dd7ca"></a>

1. **Endpoint URL:** Specify the URL of the endpoint without query parameters.
2. **HTTP Method:** Specify the HTTP method to use while hitting the API endpoint.
3. **Query Parameters:** Specify URL query parameters here. You can also personalize the query parameters. For example, if you want to mention a customer's system id or any other attribute, you can do it from here.
4. **HTTP Headers:** Specify headers to mention in the API call. For example, you can mention authentication parameters here.
5. **Request Body:** Mention the API parameters here.


# Forms and Pop-Ups

The essence of pop-up forms lies in their ability to pop up on the page as scheduled, offering an opportunity to capture leads at the perfect moment. By carefully selecting the timing and placement, these forms are designed to optimize conversion rates and guide more leads through the sales funnel. Conversely, online forms, or embedded forms, are permanently located on your website, serving a specific purpose. Depending on your objectives and the most effective approach, they are typically placed in the header, footer, or on a dedicated landing page.


# Creating a Form or PopUp

This article will help you create pop-ups within the blink of an eye!

Creating a form or popup is a 3 step process. Details for each step are mentioned below. Watch this video for a detailed tutorial.&#x20;

{% embed url="<https://youtu.be/vBLc2-FsI2U>" %}

### Step 1: Create a Pop-Up

<figure><img src="/files/w6l9g56zsLOlI8kj0U3K" alt=""><figcaption></figcaption></figure>

1. Login to your Growlytics Dashboard.
2. Go to Campaigns > Forms and PopUps. You will see a list of all the forms and popups created.
3. Click on 'Create' on the top right corner of the popup list page. You will be asked to give a name to the template.
4. Enter the template name.
5. Choose a display type for the following options&#x20;

   1. Pop-Up&#x20;
   2. Flyout
   3. Embed

   For this example, we will select 'Pop-Up' and click on 'Create'.

### Step 2: Choose a Template&#x20;

<figure><img src="/files/tjA3YeKARa3wTVqaqD93" alt=""><figcaption></figcaption></figure>

Browse through the template library and select a template that best suits the purpose of your campaign.

You can choose the template based on&#x20;

1. Goal&#x20;
   1. Data collection - Email or Mobile Number&#x20;
   2. Product Promotions - Coupons and Offers
2. Layout&#x20;

Click on 'Use Template' to choose the template of your choice.

### Step 3: Edit Your Template

<figure><img src="/files/1B8mwaHpzuRfWwkT80Li" alt=""><figcaption></figcaption></figure>

Customize the template and make it your own. Make changes to the UI of every section in the PopUp. Click on them to access the settings on the left.&#x20;

Once you have made the required changes to your pop-up click on ‘Save Draft’ to save your progress and move on to the next step.

Click on Show Preview to see how the pop-up will look on a desktop or a mobile device.

### Display Settings

<figure><img src="/files/3lV3ZQNi8uSPh8oPQNgj" alt=""><figcaption></figcaption></figure>

Here you will be able to&#x20;

1. Rename the PopUp&#x20;
2. Set the target audience
3. Determine where and when the PopUp will be visible to the customer&#x20;
4. Fix the frequency at which the customers will see the PopUp&#x20;

Take one last look at your pop-up, click on 'Save Draft' to save your progress, and hit 'Publish' to launch the PopUp.


# Forms and PopUps Reports

View detailed statistics to track the performance of every Form or PopUp that you publish.&#x20;

To access these statistics all you have to do is&#x20;

* Log in to your Growlytics account
* Click on Campaigns on the left side menu
* Click on Forms & PopUps, select the PopUp for which you want to view the stats

<figure><img src="/files/jq1jdVbk6rE1UUfKrz27" alt=""><figcaption></figcaption></figure>

Here you will be able to see

* The number of views the PopUp has
* The number of conversions the PopUp brought in&#x20;
* Details of converted customers, like name, email, and mobile number.&#x20;


# Coupon Codes

This article will help you generate and send coupon codes on Growlytics

Behavior-based dynamic coupons are a great way to bring your customers back if they have gone inactive and haven't returned recently or to convert visitors who are subscribing to your newsletters.

Watch this quick tutorial to learn how to generate and send coupon codes.&#x20;

{% embed url="<https://youtu.be/jAnQYazxCrQ>" %}

Scenarios where dynamic coupons can use useful:

1. **Abandoned cart:** Send a discount coupon to customers who have abandoned their cart and are first-time purchasers — send a coupon code that is active only for one day to create a sense of urgency and help convert first-time visitors into paying customers.
2. **Winback lost customers:** Send a discount to buyers who haven't come back recently, incentivizing them to purchase again.
3. **Welcome series:** Give new subscribers a discount code as soon as they join your email list and maybe don't make any purchases in a month.

## What kind of coupons can be generated? <a href="#h_f321b71419" id="h_f321b71419"></a>

* You can create a **fixed amount** discount coupon on the entire order based on items in the cart or the minimum order amount.
* You can create a discount **percentage** coupon for specific or all items in the cart based on the minimum order amount.
* You can provide **free shipping** discount coupons on specific or all items in the cart based on the minimum order amount or shipping price.
* You can set the expiry time for those coupons to a number of hours or days.
* Coupons generated from Growlytics are unique for each customer, you don't need to worry about misuse of the coupon codes being shared since the coupon code will be valid only for those customers to whom the coupon has been sent.&#x20;

## Generate Coupon From Growlytics Dashboard <a href="#h_c59f4c25d5" id="h_c59f4c25d5"></a>

To generate a coupon, please follow the below steps:

1. Log in to the Growlytics dashboard and click on 'Coupons' from the side menu.
2. You will be redirected to the coupon list page. Click on the 'Create Coupon' button at the top right corner. You will be redirected to the 'Create Coupon' page as shown below.

<figure><img src="/files/MkEVMGGNnt2fuPnPdTm0" alt=""><figcaption></figcaption></figure>

3. Enter the name of the coupon for your reference.
4. Enter any coupon prefix if you want. The coupon prefix contains letters and numbers. Coupon codes will be generated by adding 8 random letters and numbers at the end of your prefix. If you don't specify a prefix, it will be just the 8 random letters and numbers.
5. Select coupon usage limit. Specify whether you want to allow the same customer to use the coupon once or multiple times.&#x20;
6. Select expiry time. Determine the number of hours or days after which the coupon will expire once it is generated for that customer.
7. Select discount type, from any one of the following:
   1. Fixed Amount: Use this option if you want to give a fixed amount of discount on the order amount.
   2. Percentage: Use this option if you want to provide a discount in percentage. You can give a percentage discount on specific products or collections or an entire order.
   3. Free Shipping: Use this option if you want to provide free shipping
8. Minimum Order Value: Set the minimum order amount required for coupons to be applicable.

## Using coupons inside the Email <a href="#h_de1fd0d4db" id="h_de1fd0d4db"></a>

Once you've created a coupon from Growlytics, you can send them by email using one of the following ways:

1. **Using a coupon code block**

   You can use the coupon code block as shown below to send coupon codes using email. This is the easiest way. You just need to select which coupon you want to send from the options and you are good to go.

   There are also many theme options available if you want to personalize the block according to your branding guidelines. If you are sending bulk emails, you can generate coupons manually from your store and put a bulk coupon as well as.

<figure><img src="/files/1URqjB8iCy3NGKWHBo2Q" alt=""><figcaption></figcaption></figure>

2. **Using a coupon placeholder**

   You can use the coupon code placeholder to mention the coupon code as a text anywhere inside the email. **{{coupon\[Name-Of-Coupon]\[Coupon Code]|default:''}}**

<figure><img src="/files/p2tsv1FrSuJsvCs176OI" alt=""><figcaption></figcaption></figure>

## Using coupons inside SMS, Web-push & other channels <a href="#h_a0c00c7323" id="h_a0c00c7323"></a>

You can mention coupon code and expiry time just like you set user attributes inside campaign messages by adding a coupon placeholder.

**{{coupon\[Name-Of-Coupon]\[Coupon Code]|default:''}}**

<figure><img src="/files/vK9D5KRbl25DUTfaTfuY" alt=""><figcaption></figcaption></figure>


# Analyzing Campaign Reports

For every campaign run on Growlytics, you get detailed reports of how your campaigns are performing and how much revenue the campaigns are generating.

<figure><img src="/files/w6RydgVa9vNia8wq3oWE" alt=""><figcaption></figcaption></figure>

The above screenshot clearly indicates, for each campaign, you can see all the delivery statistics, conversions, and revenue generated.

1. **Eligible:** Eligible customers to whom messages will be sent.
2. **Sent:** Count of messages sent for this campaign.
3. **Delivered:** Count of messages delivered for this campaign.
4. **Failed:** Count of messages not delivered for this campaign.
5. **Opens:** a. **Unique Opens:** # of customers opened email. b. **Total Opens:** Total email opens.
6. **Clicks:** a. **Unique Clicks:** # of customers clicked on message link. b. **Total Clicks:** Total message clicks.
7. **Conversions:** a. **Total Conversions:** # of conversions. b. **Total Revenue:** Amount of revenue generated.

### Setting up Conversion Tracking

For conversions, you can select the conversion event by clicking on the 'Revenue Tracking Setup' button. You can specify the event you want to use for conversion and revenue tracking as shown in the screenshot below.

<figure><img src="/files/e7zZqfrrJVJEMGy1lCn0" alt=""><figcaption></figcaption></figure>

Click [here](/campaigns/analyzing-campaign-reports/conversion-tracking) to know more about conversion tracking.&#x20;


# Conversion Tracking

For each message being sent from Growlytics via a campaign or journey, Growlytics automatically tracks conversions. This allows you to analyze the performance of your owned marketing channels across your account. In this article, you will learn what conversion tracking entails, and how to set up conversion tracking according to your requirements.

## How Conversions are Attributed to a Campaign?

A user may receive several campaigns through multiple channels, each nudging them to perform a similar action. Attributing conversions to a particular campaign can be tricky in such situations as each user can interact with multiple campaigns before they decide to make a purchase.

By default Deepest-Latest attribution model is set for attribution tracking, to change this setting, you can reach out to our support team via the dashboard chat option or contact your account manager.

## Deepest - Latest Attribution Model (Recommended) <a href="#h_29cf6e7691" id="h_29cf6e7691"></a>

A two-step conversion attribution model, that helps attribute the conversion of each user to the right campaign. In this model, the last campaign with the deepest engagement will be attributed to the campaigns.

With this model, all the campaigns sent to customers are considered if they are within tracking the deadline. The last campaign among these will be attributed with the deepest engagement.

Deepest engagement means that customers who have done the last click/open will get more priority than the campaigns without any actions. Let's take a few use cases to understand this.

1. Use Case 1: User Receives 2 Campaigns with Same Conversion Event, Clicks on Both:
   * Let's assume that a user was sent an Email and an SMS on the same day (April 12), encouraging them to purchase products in their cart.
   * *Conversion Deadline* of 3 Days (April 15).
   * The user clicks on both campaigns and makes a purchase the next day (April 13).
   * Here's what the date-time stamps of the campaigns reveal:
     * Email Campaign: Clicked on April 13, 11:40 AM
     * SMS Campaign: Clicked on April 13, 8:45 PM
   * Hence, *Conversion* will be attributed to the *SMS.*
2. ### Use Case 2: User Receives 2 Campaigns with Same Conversion Event, Interacts with Neither <a href="#h_0856865624" id="h_0856865624"></a>
   1. Let's assume a case where a user is sent 2 Emails in a day.
   2. Conversion Deadline of 12 Hours.
   3. The user interacts with neither but he places the order the same day.
   4. Here's what the date-time stamps of the campaigns reveal:
      * *Email 1:* Sent at 9 am
      * *Email 2:* Sent at 3 pm
      * *Order placed* by the user at 7 pm
   5. Thus, *Conversion* will be attributed to the last sent Email 2.
3. ### Use Case 3: User Receives 2 campaigns, clicks on 1st campaign but doesn't interact with the second campaign sent after a few hours <a href="#h_d6b7425ea6" id="h_d6b7425ea6"></a>
   * Let's assume that a user was sent 2 campaigns in succession.
   * Conversion Deadline of 7 days.
   * Here's how they interacted with each campaign, within the conversion deadline:
     * Campaign 1: Clicks
       * Send date - April 2
       * Clicked on - April 2
       * Conversion deadline - 7 days (which means campaign events to attribute conversions to this campaign will be tracked till April 8.)
     * Campaign 2: Opens
       * Send date - April 4
       * Viewed on - April 5
       * Conversion deadline - 7 days (which means campaign events to attribute conversions to this campaign will be tracked till April 10.)
     * Campaign 3: Views
       * Send date - April 6
       * Viewed on - April 7
       * Conversion deadline - 7 days (which means campaign events to attribute conversions to this campaign will be tracked till April 12.)
   * The user purchased a subscription on April 8.
   * Which campaign is attributed to the conversion? As per the deepest-latest conversion attribution model:
     * Campaign 1 recorded the deepest interaction - *Clicks*
     * Campaign 3 recorded the latest interaction - *View* on April 7.
   * Thus, Conversion will be attributed to Campaign 1 as *Clicks* is given the highest priority

## Last Open/Click Attribution Model <a href="#h_548614a139" id="h_548614a139"></a>

With this attribution model, if your customer has shown a specific activity with your marketing message(opened/clicked) and then places the order in your store, we attribute that sale to the last message your customer received. What is essential to know about the logic we apply is that:

* there is a single attribution window for both Campaigns and Automations, across all channels;
* an engagement with a marketing message is recorded when the Email message or Push Notification is opened, an SMS message is clicked;
* the attribution window count starts after the customer shows engagement (opens or clicks);
* the sale is attributed to the last message your customer has interacted with and only in case it falls in the attribution window domain;

Let's say that your Campaign is sent on January 1st. The attribution window is set to 5 days. The customer opens this Email Campaign on January 3rd. In that case, any order between January 3rd and January 8th will be attributed to the Email Campaign sent on January 1st, unless the customer opened another email within the attribution period. In that case, this sale will be attributed to the last email opened.

## Why Growlytics chooses the above methods? <a href="#h_927ee50428" id="h_927ee50428"></a>

Based on our experience, this method has a severe advantage over others due to a variety of reasons:

* We are not losing any sales because of the cross-device and cross-channel communication. If the customer opens the message on his phone and then places the order via desktop, our attribution won't fail, as it would with cookies or pixels. This method is also not vulnerable to the incognito window of the browser.
* you may adjust the attribution according to your business average. If you see that most of the opens happen within the first 24-48 hours, you may leverage the tracking according to this number if it takes a little longer you may specify that number.

Note, since Growlytics is transferring to this method over the tracking by cookies, which was losing a vast number of sales due to the mentioned limitation, you may see a considerable increase in sales attributed to Growlytics.

## Why is there a discrepancy with other services? <a href="#h_a6277c2e0e" id="h_a6277c2e0e"></a>

The answer to this question is straightforward - each of the services chooses its own way to attribute your sales. It is always hard to say what was the final drop that made your customer purchase. Whether it was enough to see your advert somewhere on Facebook or to see the email message in the inbox? Of course, it would be better to compare the information collected with different services and look at the average. However, at Growlytics, we believe that cross-device tracking is crucial in today’s super-connected world.

While the mobile plays an essential part in our buying habits, particularly in the research/consideration process, the actual conversion may happen on the laptop when you have more time for consideration. According to Facebook, more than 65% of conversions start on one device and are completed on another. So with this in mind, Growlytics reporting is going to be more representative of the conversions you get from your Growlyticscampaigns.

## FAQs <a href="#h_29a3e059ad" id="h_29a3e059ad"></a>

**If I send a Campaign and Automation workflow was triggered, where would my sale be attributed?** If your customer has opened both of the emails, the order placed within the attribution window will be assigned to the last email opened/clicked.

**Will you attribute orders based on the discounts provided in the message?** No, the attribution logic, doesn't check the source of the Discount code.

**What happens with the attribution in case the Campaign is clicked twice or more?** Only the first open or click can affect attribution.


# Scheduled Reports

This section helps you download scheduled reports.

Reports help gain insight into your business's performance, offering clarity on what's working and where you can make improvements.&#x20;

Analysis of these reports will help you make informed decisions, optimize your e-commerce strategy, and foster growth.

## Overview

Scheduled reports in Growlytics offer a detailed understanding of your e-commerce store's performance. They provide in-depth data on crucial key performance indicators (KPIs), encompassing revenue, orders, customer behavior, and marketing endeavors.&#x20;

These KPIs serve as metrics to gauge the success of your business and aid in making well-informed decisions. Scheduled Reports enable tracking of essential metrics like total store revenue, total orders, average order value, customer repeat rate, and much more.&#x20;

You can also download the scheduled reports in CSV format, providing flexibility for offline data work, in-depth analysis, and easy sharing. Scheduled reports help in the periodic analysis of campaigns, thus allowing you to stay on top of your business's performance and make data-driven decisions to enhance your e-commerce store.

## How to Create a Scheduled Report

You can easily create a scheduled report by following the steps mentioned below. You can also watch this quick tutorial&#x20;

<figure><img src="/files/5EZ3tWxauz58f9NsbL3I" alt=""><figcaption></figcaption></figure>

1. Log in to the Growlytics Dashboard&#x20;
2. Click on Scheduled Reports on the menu on the left
3. Click on eh Create Scheduled Report button&#x20;
4. Give your report a name and determine who to send the reports to
5. Chose when you want to receive the reports - Daily | Weekly | Monthly&#x20;
6. Select the time at which you want to receive the reports&#x20;
7. Specify the data you want to include in the reports
   1. Delivery Summary for all channels or specific channels, along with the time frame that should be covered in the report
   2. Campaign Summary for all running campaigns or specific running campaigns, along with the time frame that should be covered in the report
   3. Journey Summary for all running journeys or specific running journeys, along with the time frame that should be covered in the report.
8. Once you have set all the parameters that you want to monitor from the reports, you can click on the Create Report button in the top right corner.&#x20;

<br>

<br>


# Customer Profile

### What is a Customer Profile?

A 360° view of the customer you sync customer data with Growlytics. The customer profile consists of customer attributes and events they perform on the website/mobile app.

There can be two types of Customers:

* Anonymous Customer: Not having a System ID
* Registered Customer: Having a System ID

{% hint style="info" %}
**What Is System ID?**

System ID is the unique ID of the customer that you maintain on your system.
{% endhint %}

#### Anonymous Customer

Anonymous customers are those who don't have a System ID. When a customer is opening a website/mobile app for the first time, an anonymous customer profile is created with a unique Growlytics ID. This way you can track the attributes of this customer even though the details of this customer are not logged in to your system.

#### Registered Customer

When a customer logs in on your website/mobile app, you can sync that data with Growlytics, specifically the System ID to register that customer within the Growlytics platform.

Using the System ID, you can track and update data for given customers across multiple devices and websites, providing you with a 360° view of the customer. When the customer logs in, for a given System ID, Growlytics will merge the previously associated Anonymous Customer Profile with this Registered Customer Profile.

#### Accessing Customer Profile

The check a customer's profile, you can follow the steps mentioned below:

* Navigate to Customers > Customer List on the Growlytics dashboard. On the Customer Profiles page, you will see a search option in the top right corner.
* You can search for the customer's profile by entering the customer's System ID, email, mobile, and Growlytics ID. Clicking on any of the rows will open the customer profile.

<figure><img src="/files/HWEcKbWCwezJDzSt4NNy" alt=""><figcaption><p>Customer Profile</p></figcaption></figure>

**Basic Information**

On the profile page, you can see basic information about your customers at the top like Name Email, Mobile, System ID, etc.

**Customer Attributes**

On the left side of the Profile Page, you can view all the attributes of the customer.

**Acquisition Details**

Acquisition detail provides you with UTM information of the first and last visit of the customer across all devices.

**Location Info**

Location Info includes the name of the city and country as well as the first and last visit of the customer across all devices.  &#x20;

**Activities**

The activities tab shows all the events and event attributes, performed by the customer, and sorted by the event reported time.


# Delete customer

### How Deleting customers works in Growlytics:

You can archive customer profiles instead of deleting customer profiles. When you archive customers, Growlytics removes all the identifiable information about the customers like email, mobile, name, etc. Such a customer will be considered an anonymous customer.

This way, you will be able to archive customers and still have all the activity history in place.

**How to archive your customers?**\
To archive customers, you can follow the steps given below:

1. Login to your Growlytics account.
2. Click on Customers from the Menu on the left side.
3. Filter and click on the customer that you want to archive.
4. You will be redirected to the Customer Details page. At the top right corner of the Customer Details page, you will see the Settings icon. Click on the Settings icon and click on the 'Archive Customers' button.
5. You will need to confirm the archiving of the customer.
6. Once you archive the customer, the customer profile will be refreshed and you will see that the registered customer has been converted to an anonymous customer.

<figure><img src="/files/OE1v8RimHAOhRtoYJZ7L" alt=""><figcaption><p>Archive Customer</p></figcaption></figure>


# Unsubscribe Customer From Email, SMS and WhatsApp

In this article you will get information on how to unsubscribe your customers from you communication lists

You may get feedback from your customers saying they are receiving too many messages. You want to provide your customer with the best service but you don't want to delete the customer from your database either.&#x20;

In such situations, Growlytics enables you to unsubscribe your customer from all your messaging channels or individual channels.&#x20;

You can do this in a few simple steps mentioned below:

1. Login to your Growlytics account.
2. Click on 'Customers' from the Menu on the left side.
3. Filter and click on the customer you want to unsubscribe from your messaging list.
4. You will be redirected to the 'Customer Details' page. At the top right corner of the 'Customer Details' page, you will see the 'Settings' icon. Click on the 'Settings' icon and click on the 'Unsubscribe \<channel>\*' button.
5. Once you unsubscribe the customer, they will be removed from your messaging list and will not receive communications on email, WhatsApp or SMS, depending on which channel they are unsubscribed from.&#x20;

<figure><img src="/files/7wuKn7FE9SDguoaKGSG0" alt=""><figcaption><p>How to unsubscribe a customer</p></figcaption></figure>

\*\<channel> - select Email, SMS, or WhatsApp, as shown above.


# Customer Attributes

Customer attributes are data points that describe your customer - who is your customer, their location, occupation, and a lot more depending on your business. Such detailed customer data helps you segment your customers into relevant segments and use multiple channels of engagement to communicate with your customers.&#x20;

We have two categories of customer attributes:

1. [System Attributes](/customers-and-segments/customer-profile/customer-attributes/system-attributes): These are attributes pre-defined by Growlytics and are tracked for all users post-integration, by default.&#x20;
2. [Custom Attributes](/customers-and-segments/customer-profile/customer-attributes/custom-attributes): These attributes are defined by you for each platform and can be tracked through the respective SDKs.&#x20;


# System Attributes

To make life easier, we have predefined a list of generic customer details that every digital business should track for their customers. These details are also known as System Attributes and include information regarding your customer's name, location, channel unsubscribe status, last app version, and more.&#x20;

Below is a list of all the *System Attributes*:

<table><thead><tr><th width="251.33333333333331">Attribute Name</th><th width="183">Attribute Data Type</th><th width="317.6666666666667">What It Tracks</th></tr></thead><tbody><tr><td>System ID</td><td>Text</td><td>User ID </td></tr><tr><td>Initial City </td><td>Text</td><td>City from where customers visited your website/app for the <strong>first</strong> <strong>time</strong>.</td></tr><tr><td>Last City</td><td>Text</td><td>City from where customers visited your website/app the <strong>last time</strong>.</td></tr><tr><td>Initial Country</td><td>Text</td><td>Country from where customers visited your website/app for the <strong>first time</strong>.</td></tr><tr><td>Last Country</td><td>Text</td><td>Country from where customers visited your website/app the <strong>last time</strong>.</td></tr><tr><td>Initial Region</td><td>Text</td><td>The region from where customers visited your website/app for the <strong>first time</strong>.</td></tr><tr><td>Last Region</td><td>Text</td><td>The region from where customers visited your website/app the <strong>last time</strong>.</td></tr><tr><td>Initial Browser</td><td>Text</td><td>The browser used by the customers to visit your website/app for the <strong>first time</strong>.</td></tr><tr><td>Last Browser</td><td>Text</td><td>The browser used by the customers to visit your website/app the <strong>last time</strong>.</td></tr><tr><td>Initial Browser Version </td><td>Text</td><td>The browser version that was used by the customers to visit your website/app for the <strong>first time</strong>.</td></tr><tr><td>Last Browser Version</td><td>Text</td><td>The browser version that was used by the customers to visit your website/app the <strong>last time</strong>.</td></tr><tr><td>Initial Device Manufacturer</td><td>Text</td><td>The manufacturer of the device used by the customers to visit your website/app for the <strong>first time</strong>.</td></tr><tr><td>Last Device Manufacturer</td><td>Text</td><td>The manufacturer of the device used by the customers to visit your website/app the <strong>last time</strong>.</td></tr><tr><td>Initial Device Type</td><td>Text</td><td>The type of device used by the customers to visit your website/app for the <strong>first time</strong>.</td></tr><tr><td>Last Device Type</td><td>Text</td><td>The type of device used by the customers to visit your website/app the <strong>last time</strong>.</td></tr><tr><td>Initial Device Carrier</td><td>Text</td><td>The carrier used by the customers on their device, to visit your website/app for the <strong>first time</strong>.</td></tr><tr><td>Last Device Carrier</td><td>Text</td><td>The carrier used by the customers on their device, to visit your website/app the <strong>last time</strong>.</td></tr><tr><td>Initial Device Model</td><td>Text</td><td>The model of the device used by the customers to visit your website/app for the <strong>first time</strong>.</td></tr><tr><td>Last Device Model</td><td>Text</td><td>The model of the device used by the customers to visit your website/app the <strong>last time</strong>.</td></tr><tr><td>Initial OS</td><td>Text</td><td>The type of OS on the device used by the customers to visit your website/app for the <strong>first time</strong>.</td></tr><tr><td>Last OS</td><td>Text</td><td>The type of OS on the device used by the customers to visit your website/app the <strong>last time</strong>.</td></tr><tr><td>Initial OS Version</td><td>Text</td><td>The version of OS on the device used by the customers to visit your website/app for the <strong>first time</strong>.</td></tr><tr><td>Latest OS Version</td><td>Text</td><td>The version of OS on the device used by the customers to visit your website/app the <strong>last time</strong>.</td></tr><tr><td>Initial App Version Name</td><td>Text</td><td>The version of the app that was used by the customer for the <strong>first time</strong>.</td></tr><tr><td>Last App Version Name</td><td>Text</td><td>The version of the app that was used by the customer the <strong>last time</strong>.</td></tr><tr><td>Initial Language</td><td>Text</td><td>The language selected by the customers when they visited your website/app for the <strong>first time</strong>.</td></tr><tr><td>Last Language</td><td>Text</td><td>The language selected by the customers when they visited your website/app the <strong>last time</strong>.</td></tr><tr><td>Initial Platform</td><td>Text</td><td>The platform (website/app) that was visited by the customers for the <strong>first time</strong>.</td></tr><tr><td>Last Platform</td><td>Text</td><td>The platform (website/app) that was visited by the customers the <strong>last time</strong>.</td></tr><tr><td>Initial Traffic Source</td><td>Text</td><td>The source of traffic when the customers visited your website/app for the <strong>first time</strong>.</td></tr><tr><td>Last Traffic Source</td><td>Text</td><td>The source of traffic when the customers visited your website/app the <strong>last time</strong>.</td></tr><tr><td>Initial UTM Source</td><td>Text</td><td>The UTM source that was used by the customers to visit your website/app for the <strong>first time</strong>.</td></tr><tr><td>Last UTM Source</td><td>Text</td><td>The UTM source that was used by the customers to visit your website/app the <strong>last time</strong>.</td></tr><tr><td>Initial UTM Medium</td><td>Text</td><td>The UTM medium used by the customers to visit your website/app for the <strong>first time</strong>.</td></tr><tr><td>Last UTM Medium</td><td>Text</td><td>The UTM medium used by the customers to visit your website/app the <strong>last time</strong>.</td></tr><tr><td>Initial UTM Campaign</td><td>Text</td><td>The UTM campaign through which customers were directed to visit your website/app for the <strong>first time</strong>. </td></tr><tr><td>Last UTM Campaign</td><td>Text</td><td>The UTM campaign through which customers were directed to visit your website/app the <strong>last time</strong>.</td></tr><tr><td>Email Unsubscribed</td><td>Yes/No</td><td>Tracks channel preference by customer. <br>All customers that share their email addresses are automatically opted-in.<br>If unsubscribed, then the user will not receive any promotional emails from you. (Transactional emails will be sent to all customers irrespective of their unsubscribed status)</td></tr><tr><td>Name</td><td>Text</td><td>Customer name</td></tr><tr><td>Email</td><td>Text</td><td>Customer email ID</td></tr><tr><td>Mobile</td><td>Text</td><td>Customer Mobile number</td></tr><tr><td>SMS Unsusbcribed</td><td>Yes/No</td><td>Tracks channel preference by customer. <br>All customers that share their mobile numbers are automatically opted-in.<br>If unsubscribed, then the user will not receive any promotional SMS from you. (Transactional SMS will be sent to all customers irrespective of their unsubscribed status)</td></tr><tr><td>WhatsApp Unsubscribed</td><td>Yes/No</td><td>Tracks channel preference by customer. <br>All customers that share their mobile numbers are automatically opted-in.<br>If unsubscribed, then the user will not receive any promotional WhatsApp messages from you. (Transactional WhatsApp messages will be sent to all customers irrespective of their unsubscribed status)</td></tr><tr><td>Web Push Reachable</td><td>Yes/No</td><td>Tracks channel preference by customer. <br>Notifications will be sent to all customers who have visited your website and have agreed to receive notifications. Those who have not will not receive any promotional notifications from you.</td></tr><tr><td>Mobile Push Reachable</td><td>Yes/No</td><td>Tracks channel preference by customer. <br>Notifications will be sent to all customers who have downloaded your app and have enabled notification on their device. Those who have disabled notifications will not receive any promotional notifications from you.</td></tr></tbody></table>


# Custom Attributes

Custom Attributes are those specific data points that you define and track for all your customers. These attributes enable you to identify your customers' preferences with respect to your business and provide them with personalized experiences in real-time. &#x20;

Based on your industry and requirement, these attributes can be:&#x20;

* Shopify customer
* Total spends on your website&#x20;
* Customer Lifetime Value
* Average order amount, etc.

### Adding a Custom Attribute

Here is how you can create and add a Custom Attribute&#x20;

<figure><img src="/files/jk1tXn45NWKgPPp49fnR" alt=""><figcaption><p>Adding a Custom Attribute</p></figcaption></figure>

1. Log in to your Growlytics Dashboard
2. Navigate to the 'Customers' tab
3. Click on 'Customer Attributes'&#x20;
4. Click on 'Add Custom Attribute' on the top right corner of the page
5. Enter the 'Attribute Name'
6. Click on the drop-down and select the attribute type
7. Click on 'Create Attribute'&#x20;

You will now be able to see this attribute in the Custom Attribute list.&#x20;


# Collecting Customer Data

This article will help you understand how to collect customer data through forms and pop-ups.


# Segmentation

Segmentation is the process of breaking down your user base or market into small groups to understand them better and create marketing strategies to engage with them and drive conversions.

Segmentation helps a business identify and choose the most potentially profitable customer groups to focus on. This depends not only on customer needs, behavior and likelihood to pay, but also on which groups the company is best suited to serve given its brand, products and differentiators.

### Basic Rules of Segmentation

The biggest problem faced by businesses is understanding where to begin when segmenting their customer base. There are numerous ways to slice the cake - you simply need to find the best way suited to your business needs.

Here are a few guidelines to help you out:

1. **Define Your Goals**

Before you set out to segment your user base, have a clear idea of your goals - what do you hope to achieve by creating user segments?

Is it - driving new users to make their first purchase?\
Is it - pushing users to sign up for your product/service?\
Is it - driving customer retention and repeat purchases?\
User segmentation should give you focus so that you can develop contextual campaigns which guide a user’s actions toward the desired goal.

2\. **Create Small Segments**

Segments are the guiding force behind your marketing campaigns - so the smaller the segment, the higher the chances that your message will resonate with the audience.

Why?

Because it has been refined to address the needs of that particular segment! So don’t stop at creating broad segments, create mutually exclusive micro-segments which will help you communicate better with your users.

3\. **Create Practical Segments**

While segmenting your user base into micro segments, do keep in mind that the size of the segment is practical enough to engage. Over-segmenting users can sometimes lead to the creation of tiny groups of users based on small data points, which may not give clear insights. It becomes difficult to optimize marketing campaigns targeted at such small segments due to the lack of valuable insight and can also add a significant load to your marketing budget.

1. **Create Highly Differentiated Segments**

When creating user segments, make sure that users of each segment have discernibly different needs and behavioral patterns. If you are unable to distinguish segments by describing each with three adjectives, then it's highly likely that you have created segments whose needs are pretty much the same. We suggest you scrap them and start again.

**Create Segments Based on the Stages of Your User Lifecycle**

There are several ways in which you can segment your user base, but the best way is to start with something which impacts your revenues directly - the user lifecycle. Creating segments based on the stages of your user lifecycle can help you push users toward conversion at each step, with relevant communication.

### Segment By User Attributes/Properties:

```
   With a User Property filter, you can group customers based on their properties 
   like City, Total Orders, Last Order At, etc. 
```

### Segment By Performed Activity:

```
 With the 'Performed Event' filter, you can group customers based on certain 
 activities they might have performed.
 For example, you can segment customers by those who have performed the 'Purchased' 
 activity in the last 60 days.
```

### Segment By Not Performed Activity:

```
 With the 'Not Performed Event' filter, you can group customers based on 
 certain activities they might not have performed.
 For example, you can segment customers by those who have not performed the 'Purchased' 
 activity in the last 60 days. 
```

### Segment Example - Inactive Loyal Customers

Let's try to create a segment of customers who are loyal, have spent more than 10,000 on your store, and haven't been purchasing anything for the last 3 months.

To create this segment, we will define the following rules:

1. User Attribute Filter:\
   a. 'Total Spent' > 10,000
2. Performed Event Filter:\
   a. Not Performed 'Purchased' in last 3 months.

<figure><img src="/files/T00QXM6UBy0D6AsKsstr" alt=""><figcaption><p>Create Segment - Inactive Loyal Customers</p></figcaption></figure>


# Segment Types

### Static List

These are nothing but a list of CSV customers that you can upload. The static segment doesn't change once it is created, users in these segments are fixed. Learn more about the Static Segment.

### Real-time Segments

Dynamic segments keep themselves updated based on the rules mentioned for the segments. Dynamic segments can be defined using three rules:

* **Segment By User Attributes/Properties:**
  * With a User Property filter, you can group customers based on their properties like City, Total Orders, Last Order At, etc.

<figure><img src="/files/2R1Qk2e0FupgpCGHAaTo" alt=""><figcaption><p>Segment by User Attribute</p></figcaption></figure>

* **Segment By Performed Activity:**
  * With the 'Performed Event' filter, you can group customers based on certain activities they might have performed.
  * For example, you can segment customers by those who have performed the 'Purchased' activity in the last 60 days.

<figure><img src="/files/tJtX7Tor8yXHicQFXjWz" alt=""><figcaption><p>Segment by Performed Activity</p></figcaption></figure>

* **Segment By Not Performed Activity:**
  * With the 'Not Performed Event' filter, you can group customers based on certain activities they might have not performed.
  * For example, you can segment customers by those who have not performed the 'Purchased' activity in the last 60 days.

<figure><img src="/files/RxPEg7BtLH9WhHhsHwZF" alt=""><figcaption><p>Segment by Not Performed Activity</p></figcaption></figure>


# Creating Segments

A segment is a group of users with similar behaviors. Using segments, you can create a group of customers based on their properties like location, profile, or past activities. You can learn more about segments from [**this article**](/customers-and-segments/segmentation).

### **Creating Dynamic Segments** <a href="#h_12127149ef" id="h_12127149ef"></a>

You can follow the instructions given below to create dynamic segments.

### **Step 1: Navigate To Segments** <a href="#h_8eefcec329" id="h_8eefcec329"></a>

Navigate to Growlytics Dashboard > Customers > Saved Segments. Click on the 'Create Segment' button in the top right corner.

<figure><img src="https://downloads.intercomcdn.com/i/o/550019552/cf80c95915f7f1b445577022/image.png" alt=""><figcaption></figcaption></figure>

When you click on the 'Create Segment' button, you will be redirected to the Create Segment page.

<figure><img src="/files/Fft3rVJRppDqzxsYiOAX" alt=""><figcaption></figcaption></figure>

### **Step 2: Specify Segment Filters** <a href="#h_5fb2600338" id="h_5fb2600338"></a>

In this step, you will need to define filter criteria for the segments. You can define three criteria here:&#x20;

1. User Attribute Filter
2. Performed Event Filter, and&#x20;
3. Not Performed Event filter.

#### User Attribute Filter <a href="#h_2124eb273b" id="h_2124eb273b"></a>

Click on the 'User Attribute' button and select the user property you want to filter by, select the comparison type (equal, not equal, greater than), and mention the value you want to compare to.

<figure><img src="/files/xcbFB4rutDGjdfkR1jmj" alt=""><figcaption><p>Segmentation: User Attribute Filter</p></figcaption></figure>

#### Event Performed/Not Performed Filters <a href="#h_0fca7eef32" id="h_0fca7eef32"></a>

For event filters, you can apply the filter for whether the customer has performed an event or the customer has not performed an event. Click on the 'Performed Event' or the 'Not Performed Event' button to continue.

Select an event from the event list

<figure><img src="https://downloads.intercomcdn.com/i/o/550051755/05320e8fe9f9ff97162a7d77/image.png" alt=""><figcaption><p>Segmentation: Event Performed/Not Performed Filter</p></figcaption></figure>

Specify the number of times the user should have done that event (Not applicable for 'Not Performed'). Next, provide the timing duration to check whether the customer has done that activity in that given time range.

<figure><img src="https://downloads.intercomcdn.com/i/o/549948811/9f70d3a33553eac99b8d90d2/image.png" alt=""><figcaption><p>Segmentation: Event Performed Criteria</p></figcaption></figure>

Here you can not only just check the event performed/not performed, but you can also check if the customer has performed the event with the given attribute value. To do that, click on the 'Add \[Event Name] Condition' button below the event name that you have selected.

<figure><img src="https://downloads.intercomcdn.com/i/o/550054562/db1cf212f229190d4c7a39c6/image.png" alt=""><figcaption><p>Segmentation: Add Attribute Value</p></figcaption></figure>

Here you can select the attribute to check for condition, and specify the comparison type and value to compare with.

<figure><img src="https://downloads.intercomcdn.com/i/o/550055377/432a5f745a5482b2ebf438b3/image.png" alt=""><figcaption><p>Segementation: Attribute Comparison</p></figcaption></figure>

You can put multiple conditions for given events here and specify if any of the conditions should match or if all conditions should match.

<figure><img src="https://downloads.intercomcdn.com/i/o/550056645/4bbdd9d162d14f371db60bd1/image.png" alt=""><figcaption><p>Segmentation: Conditions Matching or Not</p></figcaption></figure>

Segment:

<figure><img src="https://downloads.intercomcdn.com/i/o/549952023/ee76ff11b037c9fd83bd8c78/image.png" alt=""><figcaption></figcaption></figure>

### **Example - Create Segment: Inactive Loyal Customers** <a href="#h_2a0e0f6388" id="h_2a0e0f6388"></a>

Let's try to create a segment of customers who are loyal, have spent more than $10,000 on your store, and haven't purchased anything for the last 3 months. However, they may have done 'Add to Cart' at least once in the last 30 days that they have visited the website.

To create this segment, we will define the following rules:

1. Customer Attribute Filter 'Total Spent' > $10,000
2. Performed Event 'Add To Cart' in the last 30 days.
3. Not Performed Event 'Purchased' in last 3 months.&#x20;

<figure><img src="/files/3IUbxULLVmA0pYYNWT9U" alt=""><figcaption><p>Creating a Segment - Inactive Loyal Customers</p></figcaption></figure>

You're done with creating a user segment. Now follow it up by creating a campaign to target these users. Learn more about creating campaigns in [**this article**](/campaigns/campaigns-overview).


# Creating Static Lists

Marketers often perform their custom analysis on the users and user data. Post the analysis, growth teams would want to use these users in a campaign or perform further analysis.

These users can be uploaded to Growlytics and used as Static Lists. These can then be used for Growlytics Campaigns or Analytics.

Static Lists provide flexibility to create and target user segments that you may have identified through some user analysis at your end. You can import a list of users containing one of the User Attributes that identifies a unique user, and a custom segment of these users gets created.

Follow this tutorial and the steps mentioned below to create your own Static List.

<figure><img src="/files/U77uPd4IN8E250nF7T7J" alt=""><figcaption><p>Creating a Static List</p></figcaption></figure>

**Step 1:**

Navigate to Growlytics Dashboard > Customers > Static Lists > Create Static lists

<figure><img src="/files/odmnoF8FWbl24ujWuu7p" alt=""><figcaption><p>Create Static Lists</p></figcaption></figure>

#### **Step 2:** <a href="#h_bc4dde6207" id="h_bc4dde6207"></a>

Click on Select File to Upload CSV > Purpose of Upload > Click on Continue

If you're selecting Upload & Add to New Static List you need to provide a custom Static List Name. If not then you can choose from the existing Static List.

<figure><img src="/files/u9PdG1WZr6VFopvIo0MG" alt=""><figcaption><p>Import Customers</p></figcaption></figure>

#### **Step 3:** <a href="#h_be468cdf00" id="h_be468cdf00"></a>

Select the User Attribute that your list is using. For example, if you have a list of the Name of the users, select the Name from the 'Select Attribute to Map' dropdown.

If you want to create a new attribute, Select Create New Attribute > Enter User Attribute Name > Select Attribute Data Type from the drop-down.\
\
Provide an email where Growlytics can send an update, once the segment is created.

<figure><img src="https://downloads.intercomcdn.com/i/o/549335838/663df69505abb9d2c8e8e016/image.png" alt=""><figcaption><p>Set User Attribute</p></figcaption></figure>

#### **File Format** <a href="#h_98c27298a1" id="h_98c27298a1"></a>

Please check your file before uploading it to Growlytics. Make sure the file that you upload does not have duplicate values, special characters, double quotes, or empty rows.

* It should be a .csv file
* Please don't specify headers in the .csv file.
* A maximum of 25 columns are allowed.
* A maximum of 10,000 records can be uploaded at a time.
* Please specify at least one column as your uniquely identifiable system id.

And that’s it, you have successfully added Static Lists to Growlytics.

If you have any queries regarding Static lists, reach out to us at <support@growlytics.in><br>


# RFM Analysis

### **What is RFM (recency, frequency, monetary) analysis?** <a href="#h_50a7207ff6" id="h_50a7207ff6"></a>

Usually, we segment customers based on events they perform like Abandoned Carts, Did Not Purchase in the past few months, and so on. But when it comes to segmenting all your customers based on activities they perform on their entire life cycle, the best way to do it is using RFM analysis.

RFM (Recency, Frequency, and Monetary) analysis is a marketing technique used to rank and group customers into different segments based on how recently they have purchased, how frequently they are purchasing, and how much they are spending.

The RFM technique assigns each customer a numerical score based on these factors to provide an objective analysis. RFM analysis is based on the marketing theory that "80% of your business comes from 20% of your customers".

<figure><img src="/files/YnRuTSo6XXE5XO0hmcld" alt=""><figcaption><p>Where to find the RFM analysis</p></figcaption></figure>

\
**What Are the Benefits of an RFM Analysis?**

RFM analysis helps you group your entire customer database and helps you improve customer retention while increasing the overall customer lifecycle value. With RFM analysis, you can get answers that matter the most to your revenue growth:

* How many customers we may lose this month? How much revenue were they generating?
* How many customers are close to being our loyal customers?
* How much revenue our loyal customers are generating?

### **How does RFM score calculation work?** <a href="#h_affc591d98" id="h_affc591d98"></a>

RFM analysis gives a score to each customer based on three factors: recency, frequency, and monetary.

* **Recency:** How recent was the customer's last purchase?
* **Frequency:** How often customer made the purchase in a given period?
* **Monetary:** How much money did the customer spend in a given period?

Based on the above three factors, a score from 1 to 5 is given to each customer, with 5 being the highest. The collection of these three parameter values for each customer is called an RFM segment/group.

### **Understanding RFM Segments** <a href="#h_b26442dd38" id="h_b26442dd38"></a>

Instead of simply using an overall RFM average value to identify the best customers, you can use RFM analysis to identify segments of customers with similar values called RFM segments.

<figure><img src="https://downloads.intercomcdn.com/i/o/347211689/eee8cf127939004220f25b75/Screenshot+2021-06-08+at+9.12.29+AM.png" alt=""><figcaption><p>RFM Analysis</p></figcaption></figure>

You can use these segments for targeted marketing campaigns on different marketing channels. Some examples of customer types include:

* **Can Not Lose Them:** Users who were active at one point in your site/app, but haven’t been back recently - Strong candidates to re-engage.
* **At-Risk:** Users having above-average frequency but low recency - Strong candidates to re-engage.
* **Hibernating:** Users having the lowest recency and frequency scores. You may lose these customers.
* **Loyal Customers:** Users with the highest frequency of use with strong recency.
* **Champions:** Most active users, having the highest recency and frequency scores.
* **Need Attention:** Most active users, having the highest recency and frequency scores.

### Automated Targeting of RFM Segments

Let's take a look at this uber-cool feature where you can automatically target a particular segment in your RFM analysis. In our example here we would like to send out communications to those customers who are in the 'Potential Loyalist' Segment. Now, why would we lose out on an entire group of customers who can become our loyal customers?

Here is how we create the Potential Loyalist Segment

* Click on 'Customers' on the Menu Tab&#x20;
* Select 'RFM Segments'
* Select the event for RFM analysis, in our example, we are going to click on 'Purchased' and change the timeline to 'last 6 months'.
* You will now see the RFM analysis for that period
* Hover your cursor over the required segment, in our example, we will hover over the 'Potential Loyalist' block
* Click on 'Create Segment' on the pop-up and you are done! &#x20;

<figure><img src="/files/xL6mCyploGmrjWCto5pP" alt=""><figcaption><p>Creating an RFM segment </p></figcaption></figure>

Now that we have our segment, let's go ahead and automate it.

* [Create the journey](/journeys-and-automation/journeys-basics/create-a-journey) as per your requirement.&#x20;
* Now that you have your template in position, click on the [Journey Entry Point](/journeys-and-automation/journey-builder/journey-entry-points).
* Click on 'Customer Enters/Exits Segment', and select the segment of your choice. In our example, we are going to use the 'RFM - Potential Loyalists' segment that we created from the RFM Analysis.&#x20;
* You're all done! You just have to review the settings and [Publish Journey](/journeys-and-automation/journeys-basics/journey-statuses/running-journey#how-to-publish-a-journey).&#x20;

<figure><img src="/files/5nvl9n8fGBTpKaRVUinq" alt=""><figcaption><p>Adding an RFM Segment to Journeys</p></figcaption></figure>


# Campaign Settings

{% hint style="info" %}
**Good to know:** Depending on the product you're building, it can be useful to explicitly document use cases. Got a product that can be used by a bunch of people in different ways? Maybe consider splitting it out!
{% endhint %}

Campaigns help you communicate with your customers. Through campaigns, you can broadcast messages with the click of a button, or send automated messages to customers when they do or do not perform certain activities on your website/app.&#x20;

Campaign setting will enable you to make changes to or set certain parameters for all your campaigns.&#x20;

One such parameter is [**Frequency Capping**](/account-settings/campaign-settings/setting-up-frequency-capping)&#x20;

It is natural that you will have multiple campaigns running at the same time. With your growing customer base, it is expected that one customer may fall into multiple segments. This will lead to that one customer receiving multiple communication from you and may result in unsubscription or even loss of a customer.&#x20;

This is where Frequency Capping comes into play. This allows you to place a limit on the number of messages your customers receive over a given period of time. Thus ensuring that your customers are not bombarded with too many messages.&#x20;

Head on to the next article to know more about setting up a Frequency Cap. &#x20;


# Setting up Frequency Capping

Knowing when not to send a message can be as critical to your messaging campaigns as knowing when to send one. There must be a balance between under- and over-engagement. And the Frequency Capping feature does exactly that.

Frequency Capping allows clients to put a hard stop on how many messages customers will receive on a daily, weekly, and monthly basis. If you are simultaneously running multiple automations and campaigns, you can use this feature to specify a limit on the number of automated messages a customer can receive in a given time period.

For example, you can impose a limit of 5 email messages in a 24-hour period, preventing customers from receiving more than 5 email messages in a day.

### How does it work?

1. On the Growlytics dashboard, you can set the limit for each messaging channel: email, sms, WhatsApp, web push, etc.
2. For each channel, you can define the maximum number of messages that can be sent.
3. If the limit exceeds max allowed messages for that channel, the messages will be ignored and will not be sent to customers.
4. You can decide at the campaign level whether to follow 'Frequency Capping' or not. This will help you ignore frequency capping and send messages any way for transactional campaign messages.

### How to set up frequency capping limits?

You can use the following steps to set up frequency capping limits:

1. Login to your Growlytics dashboard => Click on Settings from the left menu => Click on Campaign Settings => Click on Frequency Capping Tab.

<figure><img src="/files/fRDUdNpMXKuSFLjV1XjT" alt=""><figcaption></figcaption></figure>

2\. You will see a table like the one in the screenshot above. Here you can specify the maximum number of messages that can be sent to customers on different channels.

3\. You can also set the 'Max Allowed Messages combining all the messaging channels.

### Apply Frequency Capping in campaigns

While creating a campaign, on the first Basic Info step, you will see a 'Follow Frequency Capping' checkbox, set it to true if you want to follow Frequency Capping, keep it false otherwise.

<figure><img src="/files/aLbg1oMnrtGBxJUo0cnS" alt=""><figcaption><p>Frequency Capping in Campaigns</p></figcaption></figure>

### Apply Frequency Capping in journey automations

While saving journey settings, you will see the 'Follow Frequency Capping' checkbox, set it to true if you want to follow Frequency Capping for the journey, keep it false otherwise.

<figure><img src="/files/bhhXMoVT8SVPrauniSzI" alt=""><figcaption><p>Frequency Capping in Journey Automations</p></figcaption></figure>


# Email Integrations

Email integrations are the tying together of systems, tools, and software for seamless processes around email marketing. They are what allow marketers to unite their email service provider with systems like their CRM or point-of-sale system for even more personalized, relevant, and efficient messages.

In fact, the beauty of integrations is that they allow you to spend less time combing through contacts and yet you will know and understand your audience better, leading to more engagement and better results for your email marketing strategy.

You can also find integrations that bring design elements into your emails to create more compelling messages and improve your email open rate and click-through rate.


# AWS SES

### Introduction

Amazon SES is a cloud-based email delivery service that allows you to send emails without having to maintain email servers. SES manages all of the technical details, from scaling the infrastructure to ISP outreach and reputation monitoring to whitelist services and real-time analytics.

{% hint style="info" %}
If you have any queries, reach out to us at **<support@growlytics.in>**
{% endhint %}

## Integration Prerequisites

1. Make sure you have AWS dashboard access with permission to SES and SNS features.

## Step 1: From Email/Domain Verification

As shown below, navigate to *Domains > Email Addresses* in your *AWS SES dashboard* and verify all the *Sender IDs* you'll be using for email marketing.

<figure><img src="/files/PtopE2ADRRm9pQEGuUTN" alt=""><figcaption><p>Amazon SES Verified Email Address List Page</p></figcaption></figure>

{% hint style="warning" %}
Make sure you avoid using your *AWS SES account* in *Sandbox Mode* while integrating it with Growlytics. If it's essential to do so, then please ensure that the recipient's address is also verified.
{% endhint %}

## Step2: Generate AWS Credentials

In order to send emails from Growlytics, Growlytiytics will need credentials to have access to amazon SES. Login to your AWS dashboard and create IAM user with full access to SES, Amazon SNS Role, and Amazon SNS Full Access as shown in the screenshot below.

<figure><img src="/files/wCcThD1QtDGJEidhDmhM" alt=""><figcaption><p>Generate IAM user with access to SES &#x26; SNS</p></figcaption></figure>

## Step3: Add SES Provider In Growlytics

Configure IAM credentials in the Growlytics dashboard.&#x20;

1. Login to the Growlytics dashboard.
2. Click on Settings -> Email -> Add Provider.
3. Provide the email id to send the email and other SES details.

<figure><img src="/files/UvDwPqqBvsoJB19Ls6bx" alt=""><figcaption></figcaption></figure>


# SendGrid Integration

### Introduction

SendGrid provides SMTP (Simple Mail Transfer Protocol) services, allowing users to utilize their mail servers for sending emails. It is an ideal choice when dealing with a high volume of emails, as manually handling such quantities would be time-consuming and labor-intensive.

{% hint style="info" %}
If you have any queries, reach out to us at **<support@growlytics.in>**
{% endhint %}

### Integration

1. Ensure you have access to your SendGrid account.
2. Ensure that your SendGrid account is set up and configured.

### Configure SendGrid account

You can sign up for SendGrid at [**https://sendgrid.com/pricing**](https://sendgrid.com/pricing) and select your pricing plan. After account creation, you can optionally white-label your domain in your account by clicking on the 'Set Up + Configure' button.

<figure><img src="https://files.readme.io/6e456d0-img9.PNG" alt=""><figcaption><p>Whitelabel you domain</p></figcaption></figure>

Add a new domain and click on 'Save'. Then you can add the SendGrid specified TXT Records in your domain's DNS settings. This will remove 'via sendgrid.net' seen by email recipients.

<figure><img src="https://files.readme.io/bac152a-img10.PNG" alt=""><figcaption></figcaption></figure>

### Configure SendGrid on the Growlytics Dashboard

To configure SendGrid on Growlytics, login to your Growlytics dashboard and go to Settings > Email > Add Provider > Select 'SendGrid' from the drop-down.

<figure><img src="https://files.readme.io/b4317c6-img11.PNG" alt=""><figcaption><p>Sendgrid on Growlytics</p></figcaption></figure>

When SendGrid is selected, you will be asked to provide the SendGrid API key and email address.

1. API KEY: Generate and put SendGrid API key here.
2. From Email Address: Email id you want to use to send emails from Growlytics. Make sure the email id that you mention here is approved on SendGrid.

**Configure SendGrid Webhooks For Delivery Reports.**

Next, to receive delivery reports from SendGrid, you will need to configure SendGrid webhooks.

1. Login to your SendGrid dashboard, go to Settings > Mail Settings > Event Webhooks. You will be seeing a popup to provide a webhook URL as shown in the screenshot below:

<figure><img src="/files/X1eyGLlAi4FiRTohxBil" alt=""><figcaption><p>Event Webhook</p></figcaption></figure>

2\. Copy the webhook URL from your Growlytics dashboard for SendGrid and paste it into the webhook input box on the SendGrid dashboard.

<figure><img src="/files/c43vq78lSpGaBBiCXSLV" alt=""><figcaption></figcaption></figure>

3\. After configuring the webhook URL, the option for the following delivery events on the SendGrid dashboard: Dropped, Bounced, Delivered.

<figure><img src="/files/BkoN6yl4bBTtCsjClPdS" alt=""><figcaption></figcaption></figure>

That's all you need to do for SendGrid integration. Make sure to send out a test campaign to confirm if the integration is working well.&#x20;

If you have any queries, reach out to us at **<support@growlytics.in>**


# WhatsApp Integrations

WhatsApp outranks Facebook Messenger at 1.3 billion and WeChat at 1.2 billion users by a whopping 2 billion monthly active users and is one of the [most popular global mobile messenger apps worldwide](https://www.statista.com/statistics/258749/most-popular-global-mobile-messenger-apps/).

WhatsApp messages have very high interaction/engagement rates thanks to the average WhatsApp user spending more than 30 minutes a day on WhatsApp.&#x20;

WhatsApp Business allows businesses to interact with users using WhatsApp Messaging.&#x20;


# WhatsApp Cloud API Integration

## Introduction

The WhatsApp Cloud API, an extension of the WhatsApp Business API in the cloud, enables businesses and developers to customize interactions and swiftly respond to customer inquiries on WhatsApp. This efficiency is further enhanced as businesses can secure direct approval for the WhatsApp Cloud API from Facebook.

{% hint style="info" %}
If you have any queries, reach out to us at **<support@growlytics.in>**
{% endhint %}

## Integration Pre-reqisites

Here are the basic requirements to set up your WhatsApp number of WhatsApp Cloud API

1. Create a new app on Meta&#x20;
2. Set a system user
3. Procure and share the following details with our customer support team&#x20;
   1. Token (refer to Step 21)
   2. Phone Number\_ID (refer to Step 9)
   3. WhatsApp Business Account\_ID (refer to Step 9)

## Steps to Follow

Follow these simple steps to set up your WhatsApp number on WhatsApp Cloud API&#x20;

1. Log in to [https://developers.facebook.com](https://developers.facebook.com/)
2. Click on 'My Apps'
3. Select 'Other' and Click on 'Next'
4. Select an App Type - Business and click on 'Next'
5. Add an App Name | App Contact Email | Business Account
6. Redirect to App Dashboard page
7. Scroll down, Click 'Set Up' on the WhatsApp Block
8. Click on 'API Set UP'
9. Enter the phone number under Step 5 on your screen and copy the phone number ID and WA business account ID
10. Verify the number using the verification code sent on the concerned number
11. Send a test message to check if the messaging service is available and active
12. Configure Webhook
    1. Callback URL - <https://its.growlytics.in/cht/>\<API KEY>/whatsapp-cloud-api
    2. Verify token - \<API KEY>
13. Add Webhook fields - select fields
14. Log in to <https://business.facebook.com/settings>&#x20;
15. Click on 'System Users' in the left hand side panel
16. Add a System User, Assign a System User Name and Role
17. Click on 'Add Asset'
18. Click on 'App' under 'Select Asset Type'
19. Choose the app and assign full access to the System User you have just created
20. Click on 'Save Changes'
21. Click on 'Generate New Token', select the 'Never Expires' option, and share the token along with the phone number ID and WA Business Account ID

Next, you will have to set the callback URL, the procedure for which is as follows&#x20;

Callback URL - <https://its.growlytics.in/cht/>\<API KEY>/whatsapp-cloud-apiVerify token - \<API KEY>​

Select the following Webhook Fields

* account\_review\_update
* business\_capability\_update
* campaign\_status\_update
* message\_template\_quality\_update
* message\_template\_status\_update
* messages
* phone\_number\_name\_update
* phone\_number\_quality\_update
* template\_category\_update

&#x20;


# Dialogue 360 Integration

Introduction

Dialog 360 is a platform where businesses can craft personalized, multi-channel dialogues. Uncover the tools necessary to redefine customer engagement and enhance communication strategies.

## Integration Pre-requisites

1. Facebook Business Account
2. Mobile number that is not registered on WhatsApp
3. Create an account with Dialog 360 using this link - <https://hub.360dialog.com/dashboard/app/ghsboWPA/permissions>

## Steps to Follow

1. Visit this link - <https://hub.360dialog.com/dashboard/app/ghsboWPA/permissions> - and sign up to create an account on Dialog 360. Click on 'Sign up with Facebook'.

<figure><img src="/files/u3hc4XFps1549v7DUc4J" alt=""><figcaption></figcaption></figure>

2. Sign up using Facebook. Enter your Facebook login credentials on the screen below and click on 'Log In'. &#x20;

<figure><img src="/files/ZnNgTKsRComnSlrxKOHe" alt=""><figcaption></figcaption></figure>

3. After logging in select the required options visible on the screen and click on 'Continue with Facebook'. On the pop-up window, click on 'Continue as \<Your Name>'.

<figure><img src="/files/bfgqGTlYx4fl5Rj9Akja" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/kDhJlSg8tjgbx8YntQUN" alt=""><figcaption></figcaption></figure>

4. Click on 'Get Started' and enter all the required information on the corresponding screens.&#x20;

<figure><img src="/files/PNU3Ir23W8RojpgDyzWI" alt=""><figcaption></figcaption></figure>

5. Enter the mobile number you wish to register and complete the WhatsApp Business Number verification process by entering the 6-digit code and clicking on 'Verify'.&#x20;
6. You will now see a pop-up to generate API Key, click on the 'Generate API Key' button. Copy the API Key and Address and click on 'Continue' to proceed.&#x20;

Your Dialog 360 account is now set up and ready to use.&#x20;

## Integrating your Dilaog360 account

1. Log in to your Growlytics Dashboard - <https://app.growlytics.in/>
2. Click on 'Settings' from theside panel and select 'WhatsApp'
3. Click on the 'Add Provider' button on the top right corner of the screen. &#x20;
4. Select the service provider 'Dialog360' from the drop down.&#x20;
5. Name the configuration, e.g. Dialog360
6. Enter the address (copied in step 6 from the above section) as the API endpoint
7. Enter the API key (copied in step 6 from the above section)
8. Click on the 'Create Provider' button to complete the integration process&#x20;

&#x20;


# Zoko Integration

Zoko is an all-in-one messaging platform to make Sales, Marketing, and Customer Support, easy on WhatsApp. This article will help you understand how to integrate your Zoko account with Growlytics and send WhatsApp messages from the Growlytics dashboard.

{% hint style="info" %}
If you have any queries, reach out to us at **<support@growlytics.in>**
{% endhint %}

### Integrating the Zoko Account

Integrating the Zoko account is quite easy and can be done in a jiffy with the help fo the steps mentioned below.

1. Open the Growlytics dashboard.
2. Go to Settings > WhatsApp > Create Provider.
3. Select Zoko from the provider list.
4. Put the Zoko API key you have generated from your Zoko account.
5. Click on 'Create Provider'.

<figure><img src="/files/JF2QVi58VxDbG3YUCCVD" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/ay4CXY04j3aHVZUaaH9o" alt=""><figcaption><p>Zoko Account Integration</p></figcaption></figure>

**Sending WhatsApp Message From the Growlytics Dashboard**\
Once you've integrated the Zoko account, you can use the Zoko provider and mention template names, and placeholders to send the message.

<figure><img src="/files/D5VbRRNM7eg5Pb83D42B" alt=""><figcaption></figcaption></figure>


# Shopify Integration

### Shopify Integration - Data Tracking With Shopify App

Shopify <> Growlytics integration allows you to seamlessly integrate the Growlytics Browser SDK to your Shopify store to track events and customer data. This article details all events the Growlytics Shopify app tracks.

### Events Being Tracked With Growlytics Shopify App

| Event Name                 | Event Description                                                                                                                 |
| -------------------------- | --------------------------------------------------------------------------------------------------------------------------------- |
| Product Viewed             | Tracked when a user visits a Product page                                                                                         |
| Collection Viewed          | Tracked when a user clicked on Collection                                                                                         |
| Add to Cart                | Tracked when a user adds the product to the cart                                                                                  |
| Checkout Started           | Tracked when the user initiates the Checkout                                                                                      |
| Purchased                  | Tracked when the user has made a purchase. Order Cancelled is also included in this.                                              |
| Product Purchased          | Tracked for each Product purchased when the order is placed. There will be a case when multiple products are purchased at a time. |
| Order Cancelled            | Tracked when the user cancels the order.                                                                                          |
| Product Shipment Cancelled | Tracked when the Product shipment is canceled.                                                                                    |
| Products Delivered         | Tracked when the product is delivered to the user.                                                                                |
| Products Shipped           | Tracked when the product is shipped.                                                                                              |

### Event - Product Viewed

This event is tracked when a customer visits a product page. The following table explains the attributes captured by this event.

| Event Property | Property Description                                     |
| -------------- | -------------------------------------------------------- |
| Product ID     | Shopify Product ID.                                      |
| Product Name   | Name of the product mentioned on the  Shopify dashboard. |
| Brand          | Brand name of the product.                               |
| Price          | Price of the product. With discounts applied.            |
| Available      | Product is available or not at that particular time.     |
| Product URL    | URL of the product page.                                 |
| Tag            | List of product tags. Comma separated.                   |
| Image URL      | Product Image URL.                                       |

### Event - Collection Viewed

The following event is tracked when a customer visits the Collection page. The following table explains the attributes captured by this event.

| Event Property  | Property Description                                       |
| --------------- | ---------------------------------------------------------- |
| Collection ID   | Shopify Collection ID.                                     |
| Collection Name | Name of the collection mentioned on the Shopify dashboard. |

### Event - Add to Cart

Tracked when a user adds the product to the cart. It is only tracked when the customer adds a product to the cart, not when he updates the quantity or deletes the cart item. The following table explains the attributes captured by this event.

| Event Property | Property Description                                                                                                                             |
| -------------- | ------------------------------------------------------------------------------------------------------------------------------------------------ |
| Brand          | Brand name for the product mentioned on the Shopify dashboard.                                                                                   |
| Currency       | Currency in which product pricing is mentioned on the Shopify dashboard.                                                                         |
| Device Id      | Growlytics ID of the device used for tracking this particular event. Don't use this for customer segmentation. It is for tracking purposes only. |
| Discount       | Discounts mentioned on the Shopify dashboard for a given product.                                                                                |
| Price          | Product price.                                                                                                                                   |
| Product ID     | II of the product.                                                                                                                               |
| Product Image  | Image URL of the product.                                                                                                                        |
| Product Name   | Name of the product.                                                                                                                             |
| Product SKU    | Product SKU number mentioned for the product on the Shopify dashboard.                                                                           |

### Event - Checkout Started

This event is tracked when a customer goes to the checkout page after adding products to the cart. The following table explains the attributes captured by this event.

| Event Property | Property Description                                      |
| -------------- | --------------------------------------------------------- |
| Amount         | Checkout Amount Provided by Shopify.                      |
| Cart Token     | Cart Token Provided by Shopify.                           |
| Checkout Token | Checkout Token Provided by Shopify.                       |
| Checkout URL   | Checkout URL Provided by Shopify.                         |
| Device ID      | Growlytics Device ID used for checkout tracking purposes. |
| Total Products | Total Products to be purchased.                           |
| Checkout ID    | Checkout ID Provided by Shopify                           |

### Event - Purchased

This event is tracked when an order is placed. If an order is placed, 1 Purchased event is tracked and the Product Purchased event will be tracked for a given number of items in the order. The following table explains the attributes captured by this event.

| Event Property             | Property Description                                                                                                         |
| -------------------------- | ---------------------------------------------------------------------------------------------------------------------------- |
| Order ID                   | Shopify order ID                                                                                                             |
| Order Number               | Shopify order number. Used by customers for reference.                                                                       |
| Order URL                  | Shopify Order URL                                                                                                            |
| Order URL Path             | Shopify Order URL without domain in URL.                                                                                     |
| Total Products             | Total Items in Order.                                                                                                        |
| Amount                     | Total Order Amount.                                                                                                          |
| Payment Method             | Method of payment for given order.                                                                                           |
| Order Tags                 | List of order tags mentioned by Shopify at the time of order creation. Comma separated.                                      |
| Discount                   | Total discount given for this order.                                                                                         |
| Coupons Used               | Coupon used for given order. Comma Separated.                                                                                |
| City                       | City provided by the customer for a given order.                                                                             |
| State                      | State provided by the customer for a given order.                                                                            |
| Country                    | Country provided by the customer for a given order.                                                                          |
| Shipping Cost              | Shipping cost for a given order, mentioned in Shopify dashboard.                                                             |
| Shopify First UTM Campaign | UTM Campaign name from which the customer was acquired the first time for this order. This attribute is reported by Shopify. |
| Shopify First UTM Medium   | UTM Medium from which the customer was acquired the first time for this order. This attribute is reported by Shopify.        |
| Shopify First UTM Source   | UTM Source from which the customer was acquired the first time for this order. This attribute is reported by Shopify.        |
| Shopify First Visit Source | Same as 'Shopify First UTM Medium'.                                                                                          |
| Shopify Last UTM Campaign  | Campaign name of the last UTM visit for this order. This attribute is reported by Shopify.                                   |
| Shopify Last UTM Medium    | Medium of the last UTM visit for this order. This attribute is reported by Shopify.                                          |
| Shopify Last UTM Source    | Source of the last UTM visit for this order. This attribute is reported by Shopify.                                          |
| Shopify Last Visit Source  | Same as 'Shopify Last UTM Medium'.                                                                                           |

### Event - Product Purchased

This event is tracked when an order is placed. If for a single given order multiple products are there, multiple product purchase events will be backed for each product item in the order. The following table explains the attributes captured by this event.

| Event Property             | Property Description                                                                                                         |
| -------------------------- | ---------------------------------------------------------------------------------------------------------------------------- |
| Order ID                   | Shopify Order ID                                                                                                             |
| Order Amount               | Total Order Amount.                                                                                                          |
| Order Tags                 | List of order tags mentioned by Shopify at the time of order creation. Comma separated.                                      |
| Product ID                 | Shopify Product ID.                                                                                                          |
| Product Name               | Full name of product.                                                                                                        |
| Product Price              | Product price.                                                                                                               |
| Product Brand              | Brand name of the product.                                                                                                   |
| Coupons Used               | Coupon used for a given order. Comma Separated.                                                                              |
| Product Quantity           | Quantity of products in the order.                                                                                           |
| Product SKU                | SKU number of product mentioned in Shopify dashboard.                                                                        |
| Product Type               | Product Type mentioned for a given product in Shopify dashboard.                                                             |
| Product Variant            | Product Variant Name.                                                                                                        |
| Product Variant Id         | Product Variant ID.                                                                                                          |
| Shopify First UTM Campaign | UTM Campaign name from which the customer was acquired the first time for this order. This attribute is reported by Shopify. |
| Shopify First UTM Medium   | UTM Medium from which the customer was acquired the first time for this order. This attribute is reported by Shopify.        |
| Shopify First UTM Source   | UTM Source from which the customer was acquired the first time for this order. This attribute is reported by Shopify.        |
| Shopify First Visit Source | Same as 'Shopify First UTM Medium'.                                                                                          |
| Shopify Last UTM Campaign  | Campaign name of the last UTM visit for this order. This attribute is reported by Shopify.                                   |
| Shopify Last UTM Medium    | Medium of the last UTM visit for this order. This attribute is reported by Shopify.                                          |
| Shopify Last UTM Source    | Source of the last UTM visit for this order. This attribute is reported by Shopify.                                          |
| Shopify Last UTM Source    | Source of the last UTM visit for this order. This attribute is reported by Shopify.                                          |
| Shopify Last Visit Source  | Same as 'Shopify Last UTM Medium'.                                                                                           |

### Event - Order Canceled

This event is tracked when an order is canceled for a given customer from the Shopify dashboard. The following table explains the attributes captured by this event.

Event Property

| Event Property | Property Description                                   |
| -------------- | ------------------------------------------------------ |
| Order ID       | Shopify Order ID.                                      |
| Order Number   | Shopify order number. Used by customers for reference. |
| Order URL      | Shopify Order URL.                                     |
| Amount         | Total Order Amount.                                    |
| Discount       | Total Discount Amount for given order.                 |
| Payment Method | Payment method customer opt-end in for given order.    |
| Shipping cost  | Shipping cost mentioned for given order.               |
| City           | City mentioned by the customer for a given order.      |
| Country        | Country mentioned by the customer for a given order.   |
| State          | State mentioned by the customer for a given order.     |
| Total Products | Count of product items in given order being canceled.  |

### Event - Product Shipment Canceled

This event is tracked when a shipment is canceled for a given order from the Shopify dashboard. The following table explains the attributes captured by this event.

| Event Property     | Property Description                                             |
| ------------------ | ---------------------------------------------------------------- |
| Fulfillment ID     | Shopify Fulfillment ID                                           |
| Fulfillment Status | Shopify status for fulfillment                                   |
| Order ID           | Shopify Order ID                                                 |
| Order Number       | Shopify order number. Used by customers for reference.           |
| Order URL          | Shopify Order URL.                                               |
| Product Count      | A total number of products.                                      |
| Product Name       | Full name of the product.                                        |
| Tracking Company   | Name of the vendor used for shipment.                            |
| Tracking Number    | Shipment Tracking Number provided by shipment vendor to Shopify. |
| Tracking URL       | Shipment Tracking URL.                                           |

### Event - Product Delivered

This event is tracked when products in shipment are delivered to customers. For one order, there can be multiple shipments. For each shipment, this event will be tracked. This event is triggered when the shipment is marked as delivered from the Shopify dashboard. The following table explains the attributes captured by this event.

| Event Property   | Property Description      |
| ---------------- | ------------------------- |
| Order ID         | Shopify Order ID          |
| Shopify Order ID | Shopify Fulfillment ID    |
| Order URL        | Shopify Order URL.        |
| Product Count    | Total number of products. |
| Product Name     | Full name of product.     |
| Tracking Company | Shopify Tracking Company  |
| Tracking Number  | Shopify Tracking Number   |
| Tracking URL     | Shopify Tracking URL      |

### Event - Product Shipped

This event is tracked when a shipment is created on the Shopify dashboard. The following table explains the attributes captured by this event.

| Event Property     | Property Description                                   |
| ------------------ | ------------------------------------------------------ |
| Order ID           | Shopify Order ID                                       |
| Fulfillment ID     | Shopify Fulfillment ID                                 |
| Order URL          | Shopify Order URL.                                     |
| Product Count      | Total number of products.                              |
| Product Name       | Full name of product.                                  |
| Product Brand      | Brand name of the product                              |
| Product SKUs       | Product Stock Keeping Unit Code                        |
| Tracking Company   | Shopify Tracking Company                               |
| Tracking Number    | Shopify Tracking Number                                |
| Tracking URL       | Shopify Tracking URL                                   |
| Fulfillment Status | Shopify status for fulfillment                         |
| Order Number       | Shopify order number. Used by customers for reference. |


# Install Shopify App

This article provides details of how you can integrate your Shopify store with Growlytics.

### STEP 1: Install the Growlytics Shopify App

Before proceeding, make sure you are logged in to your Shopify store and have the required access to install apps.

Install the Growlytics Shopify public app from this [link](https://apps.shopify.com/growlytics-connector-1?st_source=autocomplete). Click on the 'Add App' button to review the permissions of the app, and subsequently click 'Install App'.&#x20;

### STEP 2: Provide the Growlytics API Key In the Shopify App

For this step, you can checkout below youtube video or look through the step-by-step instructions mentioned below.

{% embed url="<https://youtu.be/AIJGRfrUgQw>" %}

1. Once you have installed the app, you will see the screen shown below. Click on the 'Connect Growlytics Account' button to continue.

<figure><img src="https://files.readme.io/6a9dff4-img2.PNG" alt=""><figcaption></figcaption></figure>

2\. Enter the API key and click on the 'Connect' button.

<figure><img src="https://files.readme.io/b729a41-img3.PNG" alt=""><figcaption></figcaption></figure>

a. To generate the Growlytics API Key, login to your Growlytics Dashboard, click on Settings from the left side menu, and click on the API Keys' section. You will be redirected to the API Keys page.

<figure><img src="https://files.readme.io/1fe465f-imig4.PNG" alt=""><figcaption></figcaption></figure>

3\. Verify the details of the store and Growlytics account being connected. Once verified, click on the '**Start Sync'** button. Once you start sync, the connector app will automatically start syncing all your customers, and past orders with your connected Growlytics account.

<figure><img src="https://files.readme.io/db2ec5f-img5.PNG" alt=""><figcaption></figcaption></figure>

4\. On your Shopify Dashboard, click on Online stores -> Customize -> Theme Settings -> App Embed -> Growlytics and enable the tab.

<figure><img src="/files/Y0ERVjgh5nEPjq4fCXRn" alt=""><figcaption></figcaption></figure>

And that’s it, you have successfully connected your store with your Growlytics account.

If you have any queries regarding integration, reach out to us at <support@growlytics.in>


# Judge.me Integration

Judge.me is a product review collection tool that helps boost sales and grow your online store.

With Judge.me integration you can achieve the following:

* For every new Review, you will see "event" in the Growlytics dashboard with details like review title, rating, etc.

## Integrating Judge.me with Growlytics

1. Log in to your Growlytics Dashboard
2. Navigate to ‘Integrations’ on the left sidebar
3. Select ‘Judge.me’, and you will be redirected to the installation page.
4. Click on ‘Install’&#x20;
5. Authorize Growlytics to use your Judge.me account

<figure><img src="/files/PFraX6YL7kvC6jvl8am3" alt=""><figcaption></figcaption></figure>

## "Judge.me - New Review" event

Create automations to send a WhatsApp or Email to the customers as soon as they submit a review on Judge.me.&#x20;

1. Log in to your Growlytics Dashboard
2. Navigate to ‘Campaigns’ on the left sidebar
3. Click on 'Journeys' and create a new journey
4. &#x20;Select the entry custom event to say ' When use performed event - JudgeMe New Review
5. Set WhatsApp and Email communications to get triggered as soon as the customer shares a review on Judge.me
6. Save and publish your journey

<figure><img src="/files/sbmVFJDbT7Y3JUBzJYBb" alt=""><figcaption></figcaption></figure>

After integration, for each new review, an "event" will be reported in Growlytics. With this event, the following attributes are tracked.

| Event Properties      | What it Tracks                                                  |
| --------------------- | --------------------------------------------------------------- |
| Review Description    | Review description entered by the customer                      |
| Platform              | The platform on which the customer has given the review         |
| Product External ID   | Shopify product ID                                              |
| Product Handle        | Shopify product handle                                          |
| Product Title         | Title of the product for which the customer submitted a review  |
| Rating                | The number stars given by the customer as a rating              |
| Review ID             | The ID of the review submitted by the customer                  |
| Review Source         | The source from where the customer submitted the review         |
| Review Title          | Type of review given by customer                                |
| Total Photos Uploaded | Number of photos uploaded by the customer along with the review |

<br>


# GoKwik Integration

{% hint style="info" %}
**NOTE**: The GoKwik <> Growlytics integration is done by the GoKwik Team , for any queries regarding the same please contact the GoKwik support team. &#x20;
{% endhint %}

With the GoKwik <> Growlytics integration, you can seamlessly send automations to customers during the GoKwik Checkout process. The Growlytics platform triggers a total of 6 events at different stages, and you can find detailed information about these events in the accompanying document.

The document is divided into two parts, each focusing on specific events related to GoKwik users:&#x20;

1. New user events for GoKwik
2. Returning user events for GoKwik

## For New Users

### Event 1 - Mobile Number Entered

This event gets triggered when the customer completes the 'Enter Mobile Number' step.&#x20;

> **Event Name: Mobile\_Added\_GK**

A user base is created by GoKwik based on the mobile number and the following details are shared with Growlytics

1. **"Mobile Number" // start with +91**&#x20;
2. **"Product Name":{}**
3. **"Product ID"**
4. **"Product Quantity"**
5. **"Product Variant ID"**
6. **"Product Price"**
7. **"Currency"**
8. **"Image URL"**
9. **"Product URL"**
10. **"Promo Code"**
11. **"Cart Total Price"**
12. **"Tag: GoKwik"**

<figure><img src="/files/Us0XfG79QAWf2MSytAAH" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
**IMPORTANT: If the user adds the Promo Code in any of the steps, the corresponding information will be added to the subsequent event data.** &#x20;
{% endhint %}

### Event 2 - Pincode Entered&#x20;

This event gets triggered when the customer enters the pincode.&#x20;

> **Event Name: PIN\_Code\_Added\_GK**

A user base is created by GoKwik based on the pincode and the following details are shared with Growlytics

1. **"PinCode"**&#x20;
2. **"Product Name":{}**
3. **"Product ID"**
4. **"Product Quantity"**
5. **"Product Variant ID"**
6. **"Product Price"**
7. **"Currency"**
8. **"Image URL"**
9. **"Product URL"**
10. **"Promo Code"**
11. **"Cart Total Price"**
12. **"Tag: GoKwik"**

<figure><img src="/files/DujUedLoPGH4VhPB5yip" alt=""><figcaption></figcaption></figure>

### Event 3 - Address Entered&#x20;

This event gets triggered when the customer clicks on 'Continue' after entering the address.&#x20;

> **Event Name: Address\_Added\_GK**

A user base is created by GoKwik based on the address and the following details are shared with Growlytics

1. **"First Name"**&#x20;
2. **"Last Name"**
3. **"Email"**
4. **"Full Address"**
5. **"City"**
6. **"State"**
7. **"Address Type"**
8. **"Shipping Method"**
9. **"abc URL"**
10. **"PinCode"**
11. **"Mobile Number"**
12. **"Product Name"**
13. **"Product ID"**
14. **"Product Quantity"**
15. **"Product Variant ID"**
16. **"Product Price"**
17. **"Currency"**
18. **"Image URL"**
19. **"Product URL"**
20. **"Promo Code"**
21. **"Cart Total Price"**
22. **"Tag: GoKwik"**&#x20;

<figure><img src="/files/lBvsPceO7gC7mazOMnMU" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
**\*\*In this step the email and full name are updated in the login object along with the user's phone number. Thus, ensuring that all customer details required for triggering the automation are available on Growlytics.**&#x20;
{% endhint %}

### Event 4 - Payment Method Selected

This event gets triggered when the customer clicks on the payment method.&#x20;

> **Event Name: Payment\_Method\_Selected\_GK**

A user base is created by GoKwik based on the payment method selected and the following details are shared with Growlytics

1. **"Payment Method"**
2. **"Full Name"**
3. **"Email"**
4. **"Full Address"**
5. **"ABC URL"**
6. **"City"**
7. **"State"**
8. **"PinCode"**
9. **"Address Type"**
10. **"Shipping Method"**
11. **"Product Name"**
12. **"Product ID"**
13. **"Product Quantity"**
14. **"Product Variant ID"**
15. **"Product Price"**
16. **"Currency"**
17. **"Image URL"**
18. **"Product URL"**
19. **"Promo Code"**
20. **"Cart Total Price"**
21. **"Tag: GoKwik**

<figure><img src="/files/mi8jlIGGT5EY0fOPi9v8" alt=""><figcaption></figcaption></figure>

### Event 5 - Payment Complete

This event gets triggered when the customer has completed the payment and the GoKwik 'Thank You' page is loaded. This page is common across all use cases. &#x20;

> **Event Name: Payment\_Complete\_GK**

A user base is created by GoKwik based on the payment complete status and the following details are shared with Growlytics

1. **"Payment Complete"**
2. **"Payment Method"**
3. **"Full Name"**
4. **"Email"**
5. **"Full Address"**
6. **"City"**
7. **"State"**
8. **"PinCode"**
9. **"Address Type"**
10. **"Shipping Method"**
11. **"Product Name"**
12. **"Product ID"**
13. **"Product Quantity"**
14. **"Product Variant ID"**
15. **"Product Price"**
16. **"Currency"**
17. **"Image URL"**
18. **"Product URL"**
19. **"Promo Code"**
20. **"Cart Total Price"**
21. **"Tag: GoKwik"**

## For Returning GoKwik Users Who Have Saved Addresses

### Event 1 - Mobile Number Entered

This event gets triggered when the customer completes the 'Enter Mobile Number' step.&#x20;

> **Event Name: Mobile\_Added\_GK**

A user base is created by GoKwik based on the mobile number and the following details are shared with Growlytics

1. **"Mobile Number" // start with +91**&#x20;
2. **"Product Name"**
3. **"Product ID"**
4. **"Product Quantity"**
5. **"Product Variant ID"**
6. **"Product Price"**
7. **"Currency"**
8. **"Image URL"**
9. **"Product URL"**
10. **"Promo Code"**
11. **"Cart Total Price"**
12. **"Tag: GoKwik"**

<figure><img src="/files/Us0XfG79QAWf2MSytAAH" alt=""><figcaption></figcaption></figure>

### Event 2 - Address Added

This event gets triggered when the customer clicks on 'Continue' after selecting a saved address or when a new user adds a new address.

> **Event Name: Address\_Selected\_GK**

A user base is created by GoKwik based on the address and the following details are shared with Growlytics

1. **"Full Name"**&#x20;
2. **"Email"**
3. **"Full Address"**
4. **"City"**
5. **"State"**
6. **"PinCode"**
7. **"Address Type"**
8. **"Shipping Method"**
9. **"abc URL"**
10. **"Product Name"**
11. **"Product ID"**
12. **"Product Quantity"**
13. **"Product Variant ID"**
14. **"Product Price"**
15. **"Currency"**
16. **"Image URL"**
17. **"Product URL"**
18. **"Promo Code"**
19. **"Cart Total Price"**
20. **"Tag: GoKwik"**&#x20;

<figure><img src="/files/SX4M2DkhwtmRmNAeYaum" alt=""><figcaption></figcaption></figure>

### Event 3 - Payment Method Selected

This event gets triggered when the customer clicks on the payment method.&#x20;

> **Event Name: Payment\_Method\_Selected\_GK**

A user base is created by GoKwik based on the payment method selected and the following details are shared with Growlytics

1. **"Payment Method"**
2. **"Full Name"**
3. **"Email"**
4. **"Full Address"**
5. **"ABC URL"**
6. **"City"**
7. **"State"**
8. **"PinCode"**
9. **"Address Type"**
10. **"Shipping Method"**
11. **"Product Name"**
12. **"Product ID"**
13. **"Product Quantity"**
14. **"Product Variant ID"**
15. **"Product Price"**
16. **"Currency"**
17. **"Image URL"**
18. **"Product URL"**
19. **"Promo Code"**
20. **"Cart Total Price"**
21. **"Tag: GoKwik"**

<figure><img src="/files/mi8jlIGGT5EY0fOPi9v8" alt=""><figcaption></figcaption></figure>

### Event 4 - Payment Complete

This event gets triggered when the customer has completed the payment and the GoKwik 'Thank You' page is loaded. This page is common across all use cases. &#x20;

> **Event Name: Payment\_Complete\_GK**

A user base is created by GoKwik based on the payment complete status and the following details are shared with Growlytics

1. **"F Name": \[Dropdown]**
2. **"Email"**
3. **"Full Address"**
4. **"City"**
5. **"State"**
6. **"PinCode"**
7. **"Address Type"**
8. **"Shipping Method"**
9. **"Product Name"**
10. **"Product ID"**
11. **"Product Quantity"**
12. **"Product Variant ID"**
13. **"Product Price"**
14. **"Currency"**
15. **"Image URL"**
16. **"Product URL"**
17. **"Promo Code"**
18. **"Cart Total Price"**
19. **"Tag: GoKwik"**

### User Attribute

A tag will be created in the customer attributes - **userTag: GoKwik.** This user tag will help identify users coming form the GoKwik Checkout. &#x20;

### How to use GoKwik Events&#x20;

Here is how you can use the above-mentioned events to create automations on the Growlytics Platform.&#x20;

1. [Create](/journeys-and-automation/journeys-basics/create-a-journey) a journey.
2. Select a template of your choice, in this example, we have used an Abandoned Cart Journey.&#x20;
3. Click to edit the Event Trigger Block, here you can select 'When Customer Performs Event' and pick the GoKwik event that you require. &#x20;
4. Click on 'Publish' once you have created the journey. &#x20;

<figure><img src="/files/VvcbQaFt1O5Nx9r7uxwe" alt=""><figcaption></figcaption></figure>


# Facebook Custom Audiences

Seamlessly orchestrate multichannel communications using Facebook ads with the Facebook Custom Audiences app, connecting with customers who already know your business on the platform.&#x20;

The Facebook Custom Audiences <> Growlytics integration, helps you leverage valuable information about your customer's shopping behavior, engagement with communications, and other data collected on the Growlytics platform to create custom audiences and effectively target your ads on Facebook.

### Step 1: Integrating Facebook Custom Audience with Growlytics

Set up your Facebook Custom Audience x Growlytics integration within minutes by following these steps

1. Log in to your Growlytics Dashboard
2. Navigate to ‘Integrations’ on the left sidebar
3. Select ‘Facebook Custom Audience’, and you will be redirected to the installation page.
4. Click on ‘Install’&#x20;
5. Connect your Facebook Business account&#x20;

The integration between Facebook Custom Audience and Growlytics is live. All your customers' data collected on Growlytics will now get synced with your Facebook audience.&#x20;

### Step 2: Syncing Segments

After integrating your Growlytics and Facebook Custom Audiences accounts, the process is straightforward. Create a segment on Growlytics and effortlessly sync it with your Facebook Custom Audience. Facebook will collect this data and synchronize it seamlessly with your customer profiles.

{% hint style="info" %}
The sync will be completed successfully only when the email addresses customers utilize to log in to their Facebook accounts correspond with the registered email ID in Growlytics. For instance, if a customer's email on Growlytics is <customer@growlytics.com> and they log in to their Facebook account using the same email address.
{% endhint %}

### Step 3: Creating a Segment

Using an omnichannel approach to communicate with your customers ensures better scope of engagement with your customers thus resulting in higher chances of them converting into buyers.&#x20;

Create a Facebook Custom Audience using the following steps

1. Set up a segment to suit a goal of your choice. \[To learn more about creating customer segments click [here](https://support.growlytics.in/customers-and-segments/segmentation/creating-segments).]
2. Sync this newly created segment to Facebook &#x20;
3. Create a custom audience on Facebook by selecting the segment of your choice from the Audiences section on your Facebook Ads Manager

And you’re done! You can now use your Facebook Custom Audiences to run precisely targeted ads and drive better customer engagement and conversions.


# Instagram Integration

Your guide to integrating Instagram with just one click

Leverage Growlytics' Instagram channel as a robust tool for connecting with your audience across mobile and web. Utilize Instagram Direct Messages throughout the entire customer journey, from lead generation to sales, customer service, and retention. This feature enables businesses to respond to messages directly from the Growlytics platform, incorporating multimedia and ice-breakers for seamless interaction. Stay tuned to discover how Instagram DMs via Growlytics can elevate your engagement and drive conversions.


# Setting Up

To get started, you will have to add the Instagram Channel from the Growlytics HelpDesk. You can do that by carrying out the following steps. You can also watch this quick tutorial and demo

<figure><img src="/files/3VzTGlFcRp0KBxaz5LbK" alt=""><figcaption></figcaption></figure>

## Step 1 - Adding the Channel&#x20;

1. Log in to your Growlytics dashboard.
2. Go to Conversations > Settings > Inboxes > Add Inbox Channel
3. Select Instagram and click on Install > Connect Instagram Account

## Step 2 - Connecting Meta Account

1. Log in to the required Meta account
2. Select the required Instagram account and give permissions
3. Connect/Reconnect your Meta Account to the Growlytics Messaging Connector&#x20;

## Step 3 - Setting up the Instagram Channel

1. Choose the required account from the list and click on set up&#x20;

You have successfully added your Instagram channel. You will now be able to view any comments on posts, reels, and replies to stories on the Growlytics HelpDesk and can address customer queries from one inbox.&#x20;


# Email Deliverability

Tackle bounces and failure while your emails get delivered without a hitch!

When you are sending a large number of emails, it is inevitable that some will bounce. There are many reasons for emails getting bounced by receiving server.&#x20;

The reasons can be:&#x20;

* A typo in the email address,&#x20;
* The receiving email server is down,&#x20;
* The recipient's mail account is deleted, or something else.

#### How Growlytics handles delivery failures and bounces?

When Growlytics receives bounces and complaints, it internally marks the email invalid, making sure no more communication happens on that email and your domain reputation is maintained.&#x20;

The following table explains the reasons for emails not getting delivered, their details, and what Growlytics does in these scenarios.

<table><thead><tr><th width="113">Reason</th><th width="162">Type</th><th>Description</th><th>Growlytics Action</th></tr></thead><tbody><tr><td><strong>Bounce</strong></td><td>Hard Bounce</td><td>An email account is deleted or email address is invalid.</td><td>Mark email as invalid and don't send emails.</td></tr><tr><td></td><td>Soft Bounce</td><td>Email storage is full or for some reason can't accept emails right now.</td><td>Don't send emails for the next 5 days.</td></tr><tr><td></td><td>Autoresponder</td><td>Out of Office, "Your message was received", etc.</td><td>No action.</td></tr><tr><td><strong>Spams</strong></td><td>Complaint</td><td>Email owner marked your email as spam.</td><td>Mark email as invalid and don't send emails.</td></tr><tr><td></td><td>Blocked</td><td>The recipient email server stopped accepting emails for some reason.</td><td>Mark email as invalid and don't send emails.<br>It is advised that you investigate why this is happening with your ESP.</td></tr><tr><td></td><td>Notification</td><td>The recipient email server blocked delivery of an email due to do domain or IP reputation problem.</td><td>Mark email as invalid and don't send emails. It is advised that you investigate why this is happening with your ESP.</td></tr></tbody></table>

### What should you do for handling bounces?

In most cases, Growlytics automatically handles different bounce and spam scenarios. But for the following scenarios, it's better if you get in touch with your Email Service Provider and investigate the root cause of delivery failure and fix it.

1. **Domain Reputation Issue:** If emails are bouncing under this category, it's better if you get in touch with your ESP, discuss the root cause, and fix the issue.
2. **Spam (Blocked):** For this category, Growlytics does mark emails as invalid. But if this happens for the bulk of the emails, it's better you get in touch with your ESP, discuss the root cause, and fix the issue.

While Growlytics, automatically handles the bounces, there are certain scenarios that you should look into and fix it manually.

The normal trend for email delivery failures can be broken down into the following percentages. If your email delivery failures are in this category, this is a normal trend, but if it's not in range, then you should investigate the reason for it and fix it.

<table><thead><tr><th width="324">Category</th><th>Percentage</th></tr></thead><tbody><tr><td>Hard Bounces</td><td>80% of delivery failures</td></tr><tr><td>Soft Bounces</td><td>10% of delivery failures</td></tr><tr><td>Spam complaints/notifications</td><td>3% to 4% of delivery failures</td></tr><tr><td>Other</td><td>1% to 2% other delivery failure reasons.</td></tr></tbody></table>

These numbers will give you a fair idea of what to expect when emails are not delivered.

### Best practices to reduce email bounces

Click [here](/best-practices/email-deliverability/best-practices-to-reduce-your-email-bounce-rates) to learn more about how you can reduce the number of emails getting bounced.


# Best practices to reduce your email bounce rates

There are different reasons why emails bounce. Click [**here**](/best-practices/email-deliverability#how-growlytics-handles-delivery-failures-and-bounces) to know more about it. In this article, we will go through the best practices to improve your delivery rate and prevent your emails from bouncing.

Before that, let's take a look at the delivery factors that are under your control. experimenting with these elements will tell you which ones will have a big impact on deliverability and which ones are not as important.  &#x20;

1. **The quality of your contact list -** This is always important, but if you’re a new sender, or your IP is new, this is all the ISP knows about you.
2. **The frequency and relevancy of your emails -** If you send emails every day, ISPs will be stricter with you. You absolutely need to segment your mailing list in this case.&#x20;

   Are you sending the same message to everyone?

   Are you personalizing content?

   This will have a big impact on engagement and thus deliverability.
3. **The content and format of your messages -** This matters, but not as much as some would believe. Spammy messages from a sender with a high reputation will have fewer deliverability issues than valuable messages from a sender with a poor reputation. Nevertheless, it’s good to avoid using spammy tactics.
4. **Sender reputation -** Extremely important, but not quite as in your control as the other above factors. It deserves more attention.

### Always do a warm-up before you start sending emails

When you switch from one email service provider to another, the email server used for sending your emails will change as well. Your new ESP's email servers are not allowed to send a large number of emails at the same time, so to make sure the emails are delivered properly, you will need to start with a small number of emails and increase the number of emails over time.

The email warm-up process plays a crucial role in email deliverability, avoiding it can result in a lot of emails not being delivered permanently.

Click [**here**](/best-practices/email-deliverability/how-to-warm-up-the-email-server-on-growlytics) to learn more about how to do email warm-ups with Growlytics.

### Always opt-in users to receive emails

Any serious email marketer uses opt-in to make sure they are not sending emails to customers who have not opted-in to receive emails. Opt-in can be achieved by asking for email IDs from popups while customers are on your site or you can ask for it when they signup on to your site or do a checkout to make the purchase.

In short, with opt-in, your customer knows that they are okay to receive emails from you. This will reduce the probability of them marking your emails as spam and reporting or blocking your email domain.

### Clean up the email list before you send any emails

A lot of emails bounce because your customer database is old and emails do not exist. There are also cases when you want to upload your offline customers to Growlytics, for these customers also, you will need to check for invalid emails which may bounce.

There are many popular services out there to clean your email list like [zerobounce.net](https://www.zerobounce.net/) or [neverbounce.com](https://neverbounce.com/). You can see the comparisons of top service providers here. This will remove invalid, deleted, and misspelled addresses — this is likely to increase your open rate.

### Always personalize your emails

Always personalize the emails, as they are more likely to get past spam filters and get opened. Adding personalization to the subject line can increase the open rates by 25%.

Generally, email clients like Gmail look for large numbers of incoming emails with the exact same subject line and email contents to categorize them into Promotions or emails as spam categories. For instance, by adding the name of the user to your subject line you’re able to reduce the chances of your message getting flagged as spam.

### Don't use your first campaign as a way to 'clean' your list!

It's a bad idea to use a test campaign to clean your email list, email service providers have a very strict policy for this, and they may even stop providing you services if they notice such things.

If you send a campaign to an unverified email list, not only do you risk an account suspension, but you put yourself at a major disadvantage because you damage your own Sender Reputation.

It's better you use proper email clean-up services like [zerobounce.net](https://www.zerobounce.net/) or [neverbounce.com](https://neverbounce.com/). You can see the comparisons of top service providers here.

If you damage your email domain reputation by accident, your next campaign may experience even more blocks as recipient servers reject your mail. It's better if you spend a little time on making your list as clean to keep your sender reputation high.

### Verify your sender domain

When a recipient mail server receives your email, it basically asks, “Is this email from an authentic email server whose owner is the same as it says it is from?”

For this, the recipient mail server checks DNS records, specifically SPF and DKIM records associated with the domain you are using for sending emails.

If the recipient mail server doesn't find the required information on the domain you are using to send the emails, your email will start getting rejected and bouncing, which will eventually reduce your email domain reputation.

In short, make sure the following setup is done:

1. Make sure SPF records are properly configured
2. Make sure DKIM, and DMARC records are present and correct

### Make sure your email doesn't look like spam

You need to be very careful about the contents of the email. Spam filters of recipient clients like Gmail are there to decide whether or not your email looks like spam.

The problem is that because spammers are always changing their algorithms and tactics, the filters have to change too. Hence, you can't just "set it and forget it". You have to make sure that your email template complies and doesn't have any pattern that makes it seem like spam.

You can use tools like [mail-tester.com](https://www.mail-tester.com/) or [mailgenius.com](https://www.mailgenius.com/) to help you stay on track or understand the changes to the format, wording, links, or content which will make sure your emails aren't treated as spam.

### Consider sending emails on a schedule

Try to stay regular and consistent on your mailing schedule, it is less likely for your subscribers to forget that they agreed to receive mail from your business or group.

If you stop sending emails in between and suddenly send a big campaign, it gets marked as a spike by the recipient servers and may result in email bounces.

This doesn't mean you need to send out emails daily. It is more about staying consistent with engagement patterns. Plan an engagement pattern and do your best to stick to it.

### Make sure your sending server is not blacklisted

If a large number of the emails you send out are not getting delivered, then do a quick check to see whether your sending server is blacklisted or not. You can use a variety of services to do so. [MXToolbox](https://mxtoolbox.com/) is one such service you can use to check if your sending IP is blacklisted or not.

### Dos and Donts for Email Deliverability&#x20;

| Things to Do                                                                                                                                                                                                                                                                                                               | Things to Avoid                                                                                                                                                                                                                                      |
| -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Sign up to [Google Postmaster](/best-practices/email-deliverability/best-practices-to-reduce-your-email-bounce-rates/domain-reputation-with-google-postmaster), These services will give you insights into your reputation with these ISPs.                                                                                | Buying, renting, or harvesting email addresses will not allow you to gauge the quality of your mailing list. This can also cause a violation of guidelines like the GDPR                                                                             |
| A memorable email sign-up process will reduce the chances of your emails being marked as spam. Having a double opt-in sign-up will give you a 70% success rate. A CAPTCHA on your registration page will prevent spambots from polluting your list.                                                                        | Sending emails to people who don’t want them or can’t receive them are likely to increase your spam complaints and can also put you in violation of the GDPR.                                                                                        |
| Use email engagement to manage email frequency. Only your most engaged audiences should receive the most emails. You can use list segmentation to help manage this. Score your content with spam-checking tools. You don’t want your emails to get blocked for bad coding. You can find free tools online to help you out. | Sending to group email addresses (e.g. info@, sales@). ISPs want emails to be sent at an individual level, and don’t look kindly upon this activity. Plus, there’s always the chance that someone in the email group will mark your message as spam. |
| Review your campaign reports at an ISP level. Monitor bounce and complaint rates at an ISP level and look for signs of your emails being bulk sent to spam for certain ISPs.                                                                                                                                               | Old or inactive email IDs don't add to your revenue, hence sending emails to these users will hurt your metrics. Email IDs without any engagement for the last 180 days should ideally be transferred to a re-engagement program.                    |
| Use email tools that show how your email renders across all devices and browsers thus ensuring it renders for everyone. Emails that don’t render properly can result in no engagement or spam complaints. Emails that render correctly also increase your trustworthiness in the eyes of the ISPs.                         | Sending emails with spammy language. USING ALL CAPS, ending sentences with lots of punctuation (!!!), using too much “super-hot exclusive sale!” terminology…the ISPs don’t like any of it, and neither do your customers.                           |
| Maintain a proper text-to-image ratio. ISPs prefer more text than images, with an ideal ratio of 60:40. Try to limit your email size to a maximum of 100KB.                                                                                                                                                                |                                                                                                                                                                                                                                                      |
| Make it easy to unsubscribe from your emails. It might seem counterintuitive, but the alternative is for users to report you as spam. Respect the desires of your audience.                                                                                                                                                |                                                                                                                                                                                                                                                      |
| Use personalization as it increases engagement rates, which is good for your sender reputation as well as revenue. Make your emails as tailored as possible, and go beyond just using first names. Incorporate things like behavioral data, purchase data, and user preferences.                                           |                                                                                                                                                                                                                                                      |


# Domain Reputation with Google Postmaster

You can use Google Postmaster Tools to check the overall health of your domain. In addition, Google Postmaster Tools can be used to help monitor and debug all kinds of deliverability issues. One thing here to note is that the delivery reports are based on the emails sent to customers who Gmail use Gmail, for others, Google Postmaster does not show the reports.

## What is Google Postmaster? <a href="#h_e7c12a5577" id="h_e7c12a5577"></a>

Google Postmaster is a free tool that you can use to analyze your email performance and check your domain reputation. It provides all the details regarding the SPF/DKIM/DMARC failures, spam complaints, the reputation of your sending server's IP address, and more.

<figure><img src="/files/iNoqOLCllJwrsPmdil37" alt=""><figcaption></figcaption></figure>

Google Postmaster is a really good tool and we recommend that everyone should set it up to check if there are any chances for improving the email delivery rates. With the kind of reports this tool gives, you can easily monitor and debug any issues related to email deliverability.

## How to set up Google Postmaster? <a href="#h_85fa408d67" id="h_85fa408d67"></a>

To setup Google Postmaster, you will need to signup on google postmaster and you will need to verify your sending domain with few DNS records. The authentication domain is the DKIM (d=) that is used to authenticate your email. Google Postmaster uses your DKIM to identify your email traffic and provide access to traffic analytics.


# How to warm up the email server on Growlytics

When you switch from one email service provider to another, the email server used for sending your emails will change as well. Your new ESP's email servers are not allowed to send large numbers of emails at the same time, so to make sure the emails are delivered properly, you will need to start with a small number of emails and increase the number of emails over time.

The email warm-up process plays a crucial role in email deliverability, avoiding it can result in a lot of emails not being delivered permanently.

### Basic Requirements and Recommendations before the warm-up

1. Before you import your customers into Growlytics, it's important you clean your email list. There are many services out there that you can use like [zerobounce.net](https://www.zerobounce.net/) or [neverbounce.com](https://neverbounce.com/). This will remove invalid, misspelled, and 'catch-all' addresses — this is likely to increase your open rate.
2. Set up **SPF, DKIM,** and **Tracking** signatures.
3. Configure the **PTR** and **reverse DNS** records with your email service providers.

### Warm-up Process

Use the following steps to warm up your email servers:

1. Before you import your customers into Growlytics, it is important you clean your email list. There are many services out there that you can use like [zerobounce.net](https://www.zerobounce.net/) or [neverbounce.com](https://neverbounce.com/).
2. If you haven't imported customers into Growlytics, you will need to **import your customers** from the previous marketing automation platform to Growlytics.
3. Create small segments which involve your most active customers.
4. Follow the warm-up plan given below and run email campaigns accordingly.
5. During your warm-up, try not to send more than 1 campaign per day.

### Warm-up Plan

Let’s say you have 20,000 contacts in your database. When warming your IP(s), your campaign sends should ideally look like this:

| Warm Up Plan                   |
| ------------------------------ |
| Day1: Send 50-100 Emails       |
| Day2: Send 100-200 Emails      |
| Day4: Send 200-300 Emails      |
| Day5: Send 300-400 Emails      |
| Day7: Send 400-500 Emails      |
| Day8: Send 500-600 Emails      |
| Day10: Send 600-700 Emails     |
| Day11: Send 700-800 Emails     |
| Day13: Send 800-900 Emails     |
| Day14: Send 900-1000 Emails    |
| Day16: Send 1000-2000 Emails   |
| Day17: Send 2000-3000 Emails   |
| Day19: Send 3000-4000 Emails   |
| Day20: Send 4000-5000 Emails   |
| Day22: Send 5000-6000 Emails   |
| Day23: Send 6000-7000 Emails   |
| Day25: Send 7000-8000 Emails   |
| Day26: Send 8000-9000 Emails   |
| Day28: Send 9000-10000 Emails  |
| Day29: Send 10000-12000 Emails |
| Day31: Send 12000-14000 Emails |
| Day32: Send 14000-16000 Emails |
| Day34: Send 16000-18000 Emails |
| Day36: Send 18000-20000 Emails |
| Day37: Send 20000-22000 Emails |

Keep track of your campaign metrics. If you think you are getting more bounces and complaints, do not go to the next step, keep your campaign customers the same and try sending the emails once again.


# Data Management

<table data-view="cards"><thead><tr><th align="center"></th><th data-hidden data-card-cover data-type="files"></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td align="center"><strong>Events</strong></td><td><a href="/files/LmymRbQU437pboPKgyQU">/files/LmymRbQU437pboPKgyQU</a></td><td><a href="/pages/KRIY16CXnAIcKF3rltt4">/pages/KRIY16CXnAIcKF3rltt4</a></td></tr><tr><td align="center"><strong>Data Discrepancies</strong></td><td><a href="/files/n0yZNJmEk5eYKBHi1uKk">/files/n0yZNJmEk5eYKBHi1uKk</a></td><td><a href="/pages/erSaAIJsKBFFlEFJW2ls">/pages/erSaAIJsKBFFlEFJW2ls</a></td></tr></tbody></table>


# Events

Events are nothing but the actions that are performed by the users on your website or app. For example, when a user clicks on a product to view its details, then it is advisable to track this action as an event (Product Viewed) as it is part of your conversion funnel and it brings the customer a step closer to making a purchase. Events give you a clear understanding of the behavior of your users on your website/app.

### Event Attributes

The term event attribute refers to all the details attached to an event that helps us understand its context. You can think of attributes as adjectives that give an event a character and explain what it’s all about. For example, a 'Product Viewed' event can have attributes like Product Name, Price, Category, etc.

### Types of Events and Event Attributes

When using your Growlytics account, you will notice that events and event attributes are bucketed into two different types:&#x20;

1. System Events &#x20;
2. Custom Events.&#x20;

Let’s understand this in detail.

### System Events

At Growlytics we have predefined a comprehensive list of all the generic events which are performed by users when interacting with your website. These events are called system events. Examples of such events are:

* App Installed
* App Uninstalled
* Session Started
* Page Visited
* WebPush Subscribed
* UTM Visited

### Custom Events

Custom events are the events you track to measure business KPIs and use them to engage with customers with automation. To help you understand this concept, let’s take the example of a mobile e-commerce app and map out the actions its users need to perform to make a purchase. So, for the e-commerce app, typical events are mentioned below:

| User Actions                | Custom Event              |
| --------------------------- | ------------------------- |
| Search for a product        | Product Searched          |
| View product details        | Product Viewed            |
| Select Product Quantity     | Product Quantity Selected |
| Add to Cart                 | Add to Cart               |
| View Cart                   | Cart Viewed               |
| Initiate Check Out          | Checkout Started          |
| Add Mode of Payment         | Checkout Payment Input    |
| Select Delivery Option      | Checkout Payment Output   |
| Confirm and Place the Order | Purchased                 |

These are just examples of custom events for an e-commerce app. Depending on your business use case, you can create custom events similar to these.


# Understanding Data Discrepancies

It's not uncommon that Growlytics sessions and other numbers may differ from other vendors like Google Analytics, Mixpanel, etc. This article will help you understand how Growlytics tracks users and sessions.

### Highlights

1. **Time Zone:** Data ingested by Growlytics are timestamped in UTC but in the report, you see the data specified in the time zone of your account (mentioned while setting up the account).
2. **Web bots & Scrapers:** Growlytics' intelligent source identification mechanism makes sure bots and scrapers are ignored for session tracking. Bots like "Googlebot" or any other data scrapers are ignored. This can be the reason you are seeing the discrepancies in a number of sessions.

### Google Analytics Discrepancies

Though Google Analytics and Growlytics track sessions similarly, the following table outlines factors that cause a discrepancy in your session numbers.

<table><thead><tr><th width="219.33333333333331">Scenario</th><th>Growlytics</th><th>Google Analytics</th></tr></thead><tbody><tr><td>Time hits midnight</td><td>Session continues</td><td>The current session ends at 11:59 PM and the new session starts at 12:00 AM.</td></tr><tr><td>Campaign source changes</td><td>Session continues</td><td>New session begins even if it is within the 30-minute threshold.</td></tr><tr><td>Session Event Limit</td><td>No limit</td><td>After the first 10 events, tracking is limited to 1 event per second.</td></tr></tbody></table>


# Product Updates

Check in here to see what's new on the Growlytics Dashboard

This space is specifically reserved for timely product updates. So stay tuned to keep yourself updated on what's new and improved with the Growlytics platform!


# March 2023

Here is what we've added and updated for you in the month of March.

### WhatsApp Chat Custom Reply

Automatically Respond to customer queries within minutes!

With this new feature, you can automate customized replies on WhatsApp. Just specify the response from the customer and set a customized reply that will be sent to the customer instantly.

<figure><img src="/files/l61SlCJOPUJguY0TNaMV" alt=""><figcaption></figcaption></figure>

For an in-depth understanding, click [here](/campaigns/campaigns-overview/whatsapp/whatsapp-chat-custom-reply).

### Advanced Insights in Journey

View two new insights on the Journey List page. You can now view the Total Conversions and Total Revenue your campaigns are yielding, in real-time.

On the Journey Overview page, you can also study the overall Journey Insights and Engagement Trends. This will tell you how many Customers Entered Journey, how many Customers Converted, and the Revenue Generated. You will also be able to keep track of the levels of customer engagement on all channels.

These insights will help you see the performance of the campaign for the

* Last 24 Hours
* Last 2 Days
* Last 7 Days
* Last 15 Days
* Last 30 Days,
* Custom Time Period

<figure><img src="/files/CibFKYfHFdH6QGTYu0kk" alt=""><figcaption></figcaption></figure>

To know more about Journeys, click [here](/journeys-and-automation/journeys-basics).

### Customer Attribute&#x20;

You can now view a list of all the Customer Attributes available on Growlytics. These are data points that your customer - who is your customer, their location, occupation, and a lot more depending on your business. There are two categories

**System Attributes**, which are pre-defined by Growlytics and tracked for all users post-integration, by default.

**Custom Attributes**, which are defined by you for each platform and can be tracked through the respective SDKs. You can easily create and add a custom attribute and set criteria as per your requirement. You can then use this custom attribute to further segment your customer data when creating journeys and sending out campaigns.

<figure><img src="/files/jk1tXn45NWKgPPp49fnR" alt=""><figcaption></figcaption></figure>

For more information on Customer Attributes, click [here](/customers-and-segments/customer-profile/customer-attributes).

### Autosave Journeys

Journeys will now get autosaved every time you click on 'Save Changes' after completing each step when creating a journey.

<figure><img src="/files/KvXJXB63TVOrYoEcYcrA" alt=""><figcaption></figcaption></figure>

To know more about how to create a journey, click [here](/journeys-and-automation/journeys-basics/create-a-journey).

### Image Gallery

With new UI and features in the image gallery, you can skip the tedious process of scrolling through hundreds of images.

To bookmark images, click on the star icon on the top right corner of the Image Block. You can do this for frequently used images like Brand Logos and Cover images. Access them whenever you want by clicking on the '**Bookmarked**' tab.&#x20;

<figure><img src="/files/w9lU3e6496ogEAlBmvzY" alt=""><figcaption></figcaption></figure>

### New Features in Forms and PopUps

1. **Templates:** We've updated our template library with ready-to-use templates in multiple layouts.

<figure><img src="/files/eBsiJpcbNsQrL5b9raoM" alt=""><figcaption></figcaption></figure>

2. **New Coupon Code Block:** Add a coupon code block to your pop-ups and customize it to match your pop-up by changing the settings.

<figure><img src="/files/9jBMBIOPnRPbJbg1jOy4" alt=""><figcaption></figcaption></figure>

3. **Button Block gets Rich Text options:** You can now choose a font of your choice, make the text bold, add custom colors and borders to the buttons, and much more.

<figure><img src="/files/jUf95JGk7pknbJUg6M3y" alt=""><figcaption></figcaption></figure>

### ShopQuiz Integration

[**Shop Quiz**](https://apps.shopify.com/product-recommendation-quiz-revenuehunt) is a product recommendation and survey tool that helps you collect data on customer interests and feedback through survey forms.

The Shop Quiz integration is built to enable you to view these responses from your customers and use it to create detailed segments while creating journeys and campaigns. This detailed segmentation will help you understand your customers' interests and requirements and recommend the right products accordingly.

<figure><img src="/files/nuID6CiQNtn6ni8lYlTC" alt=""><figcaption></figcaption></figure>

### Easy Access to Tutorials

To provide a convenient and seamless user experience, we have added **short tutorial videos** and **direct links** to articles on how to efficiently create and monitor the campaigns you create and send on Growlytics. You can either read the respective Help Centre articles or watch a quick video tutorial for a better understanding.

<figure><img src="/files/nJ0UvYVuSacGKGwylCfV" alt=""><figcaption></figcaption></figure>


# May 2023

Here is what we've added and updated for you in the month of May.

## **Cart Summary on WhatsApp**

You can now add a variable that will contain all the products in your customer's cart when creating WhatsApp messages for your Abandoned Cart automations!

With the Cart Summary feature, you can now provide customers with a complete overview of all the products they have added to their cart. This includes details such as product names, quantities, prices, and any applicable discounts. By offering this detailed summary, you can enhance the customer experience and increase the chances of them completing their purchase.

For more information click [here](/campaigns/campaigns-overview/whatsapp/whatsapp-cart-summary).&#x20;

<figure><img src="/files/fpn5mdpuEERinfxM6whH" alt=""><figcaption></figcaption></figure>

## New Integrations

This month we bring you two new integrations.\`

### **Judge.me**

With the Judge.me <> Growlytics integration you can collect and sync reviews on autopilot. Create your own automation flows and engage with customers who have given reviews on your website. Make segments based on the Judge.me review event trigger and apply the following filters to further boost your sales through the various channels available on Growlytics. For more information on the same, click [here](/integrations/judge.me-integration).

<figure><img src="/files/uVSqusW4nFWha2SaUpVw" alt=""><figcaption></figcaption></figure>

### **GoKwik**

With the GoKwik <> Growlytics integration, you can seamlessly send automations to customers during the GoKwik Checkout process. The Growlytics platform triggers a total of 6 events at different stages. For details information on the same, click [here](/integrations/gokwik-integration).&#x20;

<figure><img src="/files/VvcbQaFt1O5Nx9r7uxwe" alt=""><figcaption></figcaption></figure>

## Updates in Shopify Events and Attributes&#x20;

Three new event attributes have been added to Shopify events. You can now add event attributes in automations based on the following

**Product Name**

Apply a condition to a journey based on the name of the product. For instance, when you want to target customers based on the product they have purchased.

**Product Brand**

Apply a condition to the journey based on the brand name of the product. For instance, you want to send communications to customers who have already purchased products of a particular brand.&#x20;

**Product SKUs**

Apply a condition to the journey based on the product stock-keeping unit code. For instance, this attribute will come in handy when you want to send communications to customers to buy a particular product before they go out of stock.

&#x20;For further details on Shopify Events and Attributes click [here](/integrations/shopify-integration#event-product-shipped).

<figure><img src="/files/ltEyrYPrJlEwsxm7VltI" alt=""><figcaption></figcaption></figure>