diff --git a/_docs/_user_guide/engagement_tools/campaigns/getting_started.md b/_docs/_user_guide/engagement_tools/campaigns/getting_started.md index 8099faa3a17..f2b2c4d99c5 100644 --- a/_docs/_user_guide/engagement_tools/campaigns/getting_started.md +++ b/_docs/_user_guide/engagement_tools/campaigns/getting_started.md @@ -18,4 +18,7 @@ guide_featured_list: - name: Understanding Campaign Status link: /docs/user_guide/engagement_tools/campaigns/getting_started/understanding_campaign_status/ fa_icon: fas fa-envelope + - name: Campaign FAQs + link: /docs/user_guide/engagement_tools/campaigns/faq/ + fa_icon: fas fa-question --- \ No newline at end of file diff --git a/_docs/_user_guide/engagement_tools/campaigns/getting_started/campaign_basics.md b/_docs/_user_guide/engagement_tools/campaigns/getting_started/campaign_basics.md index bbc222a9a43..b7a2b1fc36f 100644 --- a/_docs/_user_guide/engagement_tools/campaigns/getting_started/campaign_basics.md +++ b/_docs/_user_guide/engagement_tools/campaigns/getting_started/campaign_basics.md @@ -8,94 +8,63 @@ tool: Campaigns --- -# Campaigns: The basics +# Campaigns basics -## Finding your strategy with the five W’s of visualization +## Understanding campaign structure -Answer the following questions to get started: +Before getting started with the finer details of setting up campaigns, let's identify the key details for understanding how campaigns work across different messaging channels. -1. **What** am I trying to help the customer do or understand? (Campaign name)

+Campaigns are a single message step to connect to your users on channels, or more commonly referred to as messaging channels. These messaging channels include Content Cards, email, in-app messages, push, SMS and MMS, and webhooks. By understanding where your customers reside, you can leverage the appropriate messaging channels to communicate. -2. **When** will a user start this experience? Pick one of the following: - * **Scheduled**: Enter users at a designated time - * **Action-Based**: Enter user when they perform actions - * Make a purchase - * Start a session - * Perform a custom event - * Enter a location - * Interact with or leave another campaign or Canvas - * **API-Triggered** (advanced): Enter users when they perform a specific action that triggers an API request to Braze - * API-triggered campaigns give you the flexibility to house message content inside of the Braze dashboard while dictating when a message is sent and to whom, via your API.

+## Building the customer journey -3. **Who** are we trying to reach? (Segment name with optional additional filters) - * Custom Data - * User Activity - * Retargeting - * Marketing Activity - * User Attributes - * Install Attribution

+Because campaigns can be built uniquely depending on the messaging channel, you can use these five W's of visualization to help identify and conceptualize your customer engagement strategies and goals. -4. **Why** am I creating this campaign? - * Start Session: I want them coming back and engaging with the app. - * Make Purchase: I want them to buy. - * Perform Custom Event: I want them to perform a specific action that I’m tracking as a custom event. - * Upgrades App: I want them to upgrade their app version

+### The "what": Name your campaign -5. **Where** will we reach them? - * Email - * Push (Android, iOS, Windows, web) - * In-app Messages - * Content Cards - * SMS or MMS - * Webhook

+> What are you trying to help the user do or understand? -6. **How** will we reach them? (Great place to test different messaging configurations) - * **Timing**: Schedule or trigger messages using tools like Intelligent Timing and delays after trigger events - * **Cadence & Channel**: Use one channel and then another or sent messages on multiple channels simultaneously - * **Content**: Build creative copy with strong appeals, value propositions, and CTAs - * **Targeting**: Add additional segments and filters - * **Triggers**: Use customer actions to trigger messages +Never underestimate the power of the name. Braze is built for collaboration, so this is an excellent time to get grounded in how you’ll communicate goals with your team. For more on customer journeys, check out our [Mapping User Lifecycles](https://learning.braze.com/mapping-customer-lifecycles) Braze Learning course! -## Building the customer journey campaign +### The "when": Create starting conditions -### Name your campaign: The “what” +> When will a customer encounter this campaign? -Never underestimate the power of the name. Braze is built for collaboration, so this is an excellent time to get grounded in how you’ll communicate goals with your team. You can add Tags (including Teams Tags) and name both steps and variants within the campaign. For more on customer journeys, check out our [Mapping User Lifecycles](https://learning.braze.com/mapping-customer-lifecycles) Braze Learning course! +Users can enter your campaign in three ways: at a set date and time (scheduled), when they perform a specific action (action-based), or when they do something that triggers an API call (API-triggered). -### Create starting conditions: The “when” +Scheduled delivery involves adjusting your campaigns to send at a specific time, and optionally, for a specified cadence. Action-based campaigns respond to specific customer behaviors as they happen in real-time. This can include making a purchase or interacting with another campaign. API-triggered campaigns can be set up to determine key customer actions on your platform that, once achieved, will trigger an API call to Braze and send your campaigns. -When will a customer run into this campaign? Users can enter your campaign in three ways: scheduled, action-based, or API-triggered. +### The "who": Select an entry audience -| Scheduled | Action-Based | API-Triggered | -|---|---|---| -|You can use scheduled delivery when you want to send a campaign out immediately to your target audience, have it regularly sent, or schedule it for a specific time in the future. | These campaigns respond to specific customer behaviors as they happen. These action-based triggers can include opening your app, making a purchase, interacting with another campaign, or triggering any custom event. | Your marketing team and engineers will work together to determine key customer actions on your platform that, once achieved, will trigger an API call to Braze and send your campaigns. | -{: .reset-td-br-1 .reset-td-br-2 .reset-td-br-3} +> Who are you trying to reach? -### Select an entry audience for entry: The “who” - -Who are you trying to reach? You can use a pre-defined segment and add further filters, including: +You can use pre-defined [segments]({{site.baseurl}}/user_guide/engagement_tools/segments) to target users based on their demographic, behavioral, or technical characteristics and actions. Add more filters when building your campaign to tailor your segment further. Only the users who match these target audience criteria can enter the journey. Check out this table for a quick summary of the available filter types. | Filter | Description | |---|---| -| Custom Data | Custom data filters allow you to segment users based on events and attributes you define. With them, you can use features specific to your product. | -| User Activity | User activity filters allow you to segment customers based on their actions and purchases. | -| Retargeting | Retargeting filters allow you to segment customers who have been sent, received, or interacted with previous campaigns or Canvases. | -| Marketing Activity | Marketing filters segment customers based on universal behaviors like last engagement or received campaigns. | -| User Attributes | User attribute filters segment customers by their constant attributes and characteristics. | -| Install Attribution | Install attribution filters segment customers by their first source, adgroup, campaign, or ad. | +| Custom Data | Segment users based on events and attributes you define. Can use features specific to your product. | +| User Activity | Segment customers based on their actions and purchases. | +| Retargeting | Segment customers who have been sent, received, or interacted with previous campaigns. | +| Marketing Activity | Segment customers based on universal behaviors like last engagement or received campaigns. | +| User Attributes | Segment customers by their constant attributes and characteristics. | +| Install Attribution | Segment customers by their first source, adgroup, campaign, or ad. | {: .reset-td-br-1 .reset-td-br-2} -Only the users who match these target audience criteria can enter the journey. +### The "why": Identify conversion events + +> Why are you building this campaign? + +It’s always important to have a defined goal in mind, and campaigns help you understand how you perform against KPIs like session engagement, purchases, and custom events. Selecting at least one [conversion event]({{site.baseurl}}/user_guide/engagement_tools/campaigns/building_campaigns/conversion_events/) will give you the ability to understand your campaign performance. + +### The "where": Find my audience + +> Where can I best reach my audience? -### Identify conversion events: The “why” +This is where we determine which messaging channels make the most sense for your user journey. Ideally, you'd want to reach your users where they're most active. -Why are you building this campaign? It’s always important to have a defined goal in mind, and campaigns help you understand how you perform against KPIs like session engagement, purchases, and custom events. +### The “how”: Build the experience -Selecting at least one conversion event will give you the ability to understand your campaign performance. +> How do I build my campaign after identifying the five W's? -### Build the experience: The “how” and “where” +Consider setting up variants and A/B testing as you become more savvy with campaign building. Note that campaigns support up to eight variants with a control group. Use your campaign analytics to make informed choices as you build your campaign, adjusting anything from your segmented audience to your actual messaging content. -Consider setting up variants and A/B testing. A variant is a trail each customer follows on their journey. Campaigns support up to eight variants with a control group. While not required, you can name each variant and control the distribution of the target audience following each variant. The sky’s the limit from there—so how do you decide on the shape of your campaign? That’s where your goals, data, and hypothesis come into play. The “how” and “where” brainstorm will help you map out the right user journey for your campaign. There are a couple of approaches you can use: -- **Work backwards:** Some goals have smaller sub-goals. For instance, if you’re aiming for converting a free user into a subscription, you may need a page with your subscription services outlined. A visitor may need to see the options before they purchase. You may focus your messaging efforts on showing them this page before a checkout page. Working backward to understand the journey a customer must go through to get to your goal is key to guiding them through to conversion. -- **Start with the status quo and add more:** Have you ran a similar campaign in the past? Or is one currently running? Use that one message and add to it. Try a new filter or add a follow-up message. Look at your performance and keep optimizing by making incremental changes. -- **Look to others:** Imitation is the highest form of flattery. Don’t reinvent the wheel. Don’t worry; we have you covered. At the end of this guide, you’ll find some outlines that can help you get started. diff --git a/_docs/_user_guide/engagement_tools/campaigns/getting_started/understanding_campaign_status.md b/_docs/_user_guide/engagement_tools/campaigns/getting_started/understanding_campaign_status.md index 68c92e01e1c..af4f2b5f3f5 100644 --- a/_docs/_user_guide/engagement_tools/campaigns/getting_started/understanding_campaign_status.md +++ b/_docs/_user_guide/engagement_tools/campaigns/getting_started/understanding_campaign_status.md @@ -39,7 +39,6 @@ This status indicates campaigns with multivariate tests that have finished runni ## Completed Completed campaigns have finished sending and are not scheduled to send again in the future. - [1]: {{site.baseurl}}/user_guide/engagement_tools/campaigns/testing_and_more/multivariate_testing/#multivariate-testing [2]: {{site.baseurl}}/user_guide/engagement_tools/campaigns/scheduling_and_organizing/archiving_campaigns/#archiving-campaigns [3]: {{site.baseurl}}/user_guide/engagement_tools/testing/multivariant_testing/#step-5-pick-the-action-that-determines-the-winner diff --git a/_docs/_user_guide/engagement_tools/canvas/get_started.md b/_docs/_user_guide/engagement_tools/canvas/get_started.md index 9a3f0257f4a..5aa76d7d4d6 100644 --- a/_docs/_user_guide/engagement_tools/canvas/get_started.md +++ b/_docs/_user_guide/engagement_tools/canvas/get_started.md @@ -18,4 +18,7 @@ guide_featured_list: - name: Canvas Outlines link: /docs/user_guide/engagement_tools/canvas/get_started/canvas_outlines/ fa_icon: fas fa-code-branch + - name: Canvas FAQs + link: /docs/user_guide/engagement_tools/canvas/faq/ + fa_icon: fas fa-question --- diff --git a/_docs/_user_guide/engagement_tools/canvas/get_started/canvas_outlines.md b/_docs/_user_guide/engagement_tools/canvas/get_started/canvas_outlines.md index c2bbc4cc0f4..b9c0ace6ffe 100644 --- a/_docs/_user_guide/engagement_tools/canvas/get_started/canvas_outlines.md +++ b/_docs/_user_guide/engagement_tools/canvas/get_started/canvas_outlines.md @@ -1,7 +1,7 @@ --- nav_title: Canvas Outlines article_title: Canvas Outlines -page_order: 3 +page_order: 2 page_type: reference description: "This reference article covers four helpful Canvas use cases." tool: Canvas @@ -10,60 +10,75 @@ tool: Canvas # Canvas outlines -The Entry Steps displayed in each of these four outlines shows a previous version of the Canvas Entry Step. For more on the new version of the Entry Step and the Entry Wizard, see [Create a Canvas]({{site.baseurl}}/user_guide/engagement_tools/canvas/create_a_canvas/create_a_canvas/). +[![Braze Learning course]({% image_buster /assets/img/bl_icon2.png %})](https://learning.braze.com/page/courses){: style="float:right;width:120px;border:0;" class="noimgborder"} -## Onboarding: Restaurant reservation -- **What**: Onboarding users to their first reservation -- **When**: Triggered at session start -- **Who**: All New Customers -- **Why**: Perform custom event “completed reservation” -- **Where**: Push, Email -- **How**: Channel, Content (test) +Braze Learning offers several dedicated Canvas courses that go over common Canvas outlines. Check them out for valuable insights into technical terms and concepts explained through a mix of videos, lessons, and interactive exercises. +- [Create customer journeys with Canvas](https://learning.braze.com/canvas-course) +- [Lapsed user Canvas](https://learning.braze.com/lapsed-user-canvas) +- [Abandoned intent Canvas](https://learning.braze.com/abandoned-intent-canvas) +- [Use case: onboarding](https://learning.braze.com/onboarding-canvas) +- [Canvas use cases for retail](https://learning.braze.com/canvas-use-cases-for-retail) -
![][41] +Here are several examples that demonstrate how you can use Canvas to accomplish targeted, personalized messaging using a combination of [Delay]({{site.baseurl}}/user_guide/engagement_tools/canvas/canvas_components/delay_step/) and [Message]({{site.baseurl}}/user_guide/engagement_tools/canvas/canvas_components/message_step/) steps. -## Upsell: Music streaming -- **What**: Upgrading active freeloaders to basic premium subscription -- **When**: Triggered after custom event of “milestone - 3 hours music streamed” -- **Who**: All Active, but free customers -- **Why**: Perform custom event "visit pricing page" -- **Where**: Push, Email, Webhook -- **How**: Content, Discount +### Onboarding -
![][28] +Let's say your restaurant wants to help onboard users to make their first reservation. Since this Canvas is just for onboarding, an ideal time for the Canvas to launch would be at session start for all new customers. For a quick and effective way of reaching your dining audience, you can use the SMS messaging channel. -## Cart abandonment: Clothing retail -- **What**: Reminding customers of incomplete purchases -- **When**: Triggered after custom event “abandoned cart” -- **Who**: All registered customers -- **Why**: Make Purchase -- **Where**: Push, Email -- **How**: Channel, Trigger (test) +{% tabs %} + {% tab Canvas Flow %} + ![]({% image_buster /assets/img_archive/canvas_outline_onboarding.png %}){: style="max-width:90%;"} + {% endtab %} -
![][29] + {% tab Original Editor %} + ![]({% image_buster /assets/img_archive/Journey_8-audience_options.png %}) + {% endtab %} +{% endtabs %} -## Holiday travel: Airline -- **What**: Educate customers on resources and prime them for good flight and airport experiences -- **When**: Scheduled daily until January 1 -- **Who**: Customers booked for travel in two days with the app -- **Why**: Start Session -- **Where**: Push -- **How**: Channel, Cadence (test) -
![][42] +### Upsell -## Additional resources +Upselling your subscriptions can also be encouraged through building and sending effective Canvases. For example, if you want to upgrade active users who are on a free version of your app, you can create an action-based Canvas to trigger when a customer has reached the custom event "3 hours streamed". Using a Message step, you can prompt these customers to sign up for your premium subscriptions. -[![Braze Learning course]({% image_buster /assets/img/bl_icon2.png %})](https://learning.braze.com/page/courses){: style="float:right;width:120px;border:0;" class="noimgborder"} +{% tabs %} + {% tab Canvas Flow %} + ![]({% image_buster /assets/img_archive/canvas_outline_upsell.png %}){: style="max-width:90%;"} + {% endtab %} -Braze Learning offers several dedicated Canvas courses that go over common Canvas outlines. Check them out for valuable insights into technical terms and concepts explained through a mix of videos, lessons, and interactive exercises. -- [Create customer journeys with Canvas](https://learning.braze.com/canvas-course) -- [Lapsed user Canvas](https://learning.braze.com/lapsed-user-canvas) -- [Abandoned intent Canvas](https://learning.braze.com/abandoned-intent-canvas) -- [Use case: onboarding](https://learning.braze.com/onboarding-canvas) -- [Canvas use cases for retail](https://learning.braze.com/canvas-use-cases-for-retail) + {% tab Original Editor %} + ![]({% image_buster /assets/img_archive/Journey_9.png %}) + {% endtab %} +{% endtabs %} + + +### Abandoned carts + +Retail businesses may often find themselves needing to remind customers of incomplete purchases. With an action-based Canvas, you can send a reminder to all registered customers to purchase the items in their abandoned carts. You can also test how receptive your customers will be to your messaging with different delay times. + +{% tabs %} + {% tab Canvas Flow %} + ![]({% image_buster /assets/img_archive/canvas_outline_cart.png %}){: style="max-width:90%;"} + {% endtab %} + + {% tab Original Editor %} + ![]({% image_buster /assets/img_archive/Journey_11-audience_options.png %}) + {% endtab %} +{% endtabs %} + + +### Customer resources + +You can use Canvases to educate customers on resources. For example, for airline businesses, you can create a Canvas that primes customers who have booked for travel in three days by scheduling a weekly email with their flight information and related airport FAQs. + +{% tabs %} + + {% tab Canvas Flow %} + ![]({% image_buster /assets/img_archive/canvas_outline_resource.png %}){: style="max-width:90%;"} + {% endtab %} + + {% tab Original Editor %} + ![]({% image_buster /assets/img_archive/Journey_11-audience_options.png %}) + {% endtab %} + +{% endtabs %} -[28]:{% image_buster /assets/img_archive/Journey_9.png %} -[29]:{% image_buster /assets/img_archive/Journey_10.png %} -[41]: {% image_buster /assets/img_archive/Journey_8-audience_options.png %} -[42]: {% image_buster /assets/img_archive/Journey_11-audience_options.png %} diff --git a/_docs/_user_guide/engagement_tools/canvas/get_started/the_basics.md b/_docs/_user_guide/engagement_tools/canvas/get_started/the_basics.md index 0b2c8c5be29..0374b2eb44c 100644 --- a/_docs/_user_guide/engagement_tools/canvas/get_started/the_basics.md +++ b/_docs/_user_guide/engagement_tools/canvas/get_started/the_basics.md @@ -8,132 +8,123 @@ tool: Canvas --- -# Canvas: The basics +# Canvas basics -## Anatomy of Canvas +## Understanding Canvas structure -Here's an overview of the anatomy of a Canvas: +Before getting started with the finer details of [Canvas setup]({{site.baseurl}}/user_guide/engagement_tools/canvas/create_a_canvas/create_a_canvas/), let's identify the key parts that make up a Canvas. {% tabs %} {% tab Canvas %} - **Canvas** refers to the workspace and overall visualization.

- ![]({% image_buster /assets/img/Canvas2.png %}) + A Canvas is a unified interface where marketers can set up campaigns with multiple messages and steps to form a cohesive journey. + {% endtab %} {% tab Journey %} - A **journey or customer journey** is an individual user's experience within the Canvas.

- ![]({% image_buster /assets/img_archive/Journey_2.png %}) + + A journey, or commonly referred to as a user journey, is an individual user's experience within the Canvas.

![]({% image_buster /assets/img_archive/Journey_2.png %}){: style="max-width:90%;"} + {% endtab %} - {% tab Entry Step %} - **The Entry Step** and **The Entry Wizard** are the first steps you take when creating your Canvas. Here, you can control the way your users begin and fulfill their customer journey.

- ![]({% image_buster /assets/img/entry-wizard.gif %}) + {% tab Entry Wizard %} + The Entry Wizard includes the first steps to take when creating your Canvas. This includes basics such as naming your Canvas and adding teams. Essentially, the Entry Wizard is the crucial setup required prior to beginning building your Canvas. Here, you can control the way your users begin and fulfill their customer journey with options to edit the [entry schedule]({{site.baseurl}}/user_guide/engagement_tools/canvas/create_a_canvas/create_a_canvas/#step-2b-set-your-canvas-entry-schedule), [entry audience]({{site.baseurl}}/user_guide/engagement_tools/canvas/create_a_canvas/create_a_canvas/#step-2c-set-your-target-entry-audience), and [send settings]({{site.baseurl}}/user_guide/engagement_tools/canvas/create_a_canvas/create_a_canvas/#step-2d-select-your-send-settings).

![]({% image_buster /assets/img_archive/canvas_flow_entry_wizard.png %}){: style="max-width:90%;"} + {% endtab %} {% tab Variants %} - **Variants** are the variant flows marketers build that create personalized journeys.

- ![]({% image_buster /assets/img/variants.gif %}) + A variant is the path each customer follows on their journey. Canvas supports up to eight variants with a control group. You can name each variant and control the distribution of the target audience following each variant.

![]({% image_buster /assets/img_archive/canvas_flow_variants.png %}){: style="max-width:90%;"} + {% endtab %} {% tab Steps %} - **Steps** are individual decision points (like messages) within a variant.

- ![]({% image_buster /assets/img/steps.gif %}) + A step in Canvas is a marketing decision point that determines your user journey. You can leverage [Canvas components]({{site.baseurl}}/user_guide/engagement_tools/canvas/canvas_components/#about-canvas-components) to build the steps of your user journey.
Within a step, you can set triggers or schedule delivery, refine targeting by adding filters or marking [exception events]({{site.baseurl}}/user_guide/engagement_tools/canvas/create_a_canvas/exception_events/) and add channels from email to push to webhooks.

![]({% image_buster /assets/img_archive/canvas_flow_step.png %}){: style="max-width:90%;"} + {% endtab %} {% endtabs %} -## Finding your strategy with the five W’s of visualization +## Building the customer journey -Answer the following questions to get started: +By using the five W's of visualization, you can identify your customer engagement strategies for how to create a personalized message journey for each user. These five W's are: what, when, who, why, and where. -1. **What** am I trying to help the customer do or understand? (Canvas name)

+### The "what": Name your Canvas -2. **When** will a user start this experience? Pick one of the following: - * **Scheduled**: Enter users at a designated time - * **Action-Based**: Enter user when they perform actions - * Make a purchase - * Start a session - * Perform a custom event - * Enter a location - * Interact with or leave another campaign or Canvas - * **API-Triggered** (advanced): Enter users when they perform a specific action that triggers an API request to Braze - * API-triggered campaigns give you the flexibility to house message content inside of the Braze dashboard while dictating when a message is sent and to whom, via your API.

+> What are you trying to help the user do or understand? -3. **Who** are we trying to reach? (Segment Name with optional additional filters) - * Custom Data - * User Activity - * Retargeting - * Marketing Activity - * User Attributes - * Install Attribution

+Never underestimate the power of the name. Braze is built for collaboration, so this is a good time to get grounded in how you’ll communicate goals with your team. -4. **Why** am I creating this Canvas? - * **Start Session**: I want them coming back and engaging with the app. - * **Make Purchase**: I want them to buy. - * **Perform Custom Event**: I want them to perform a specific action that I’m tracking as a custom event. - * Upgrades App: I want them to upgrade their app version

+You can add tags and name both steps and variants within the Canvas. For more on customer journeys, check out our Braze Learning course on [mapping user lifecycles](https://learning.braze.com/mapping-customer-lifecycles)! -5. **Where** will we reach them? - * Email - * Push (Android, iOS, Windows, web) - * In-app Messages - * Content Cards - * SMS or MMS - * Webhook

+### The "why": Identify conversion events -6. **How** will we reach them? (Great place to test different messaging configurations) - * **Timing**: Schedule or trigger messages using tools like Intelligent Timing and delays after trigger events - * **Cadence & Channel**: Use one channel and then another or sent messages on multiple channels simultaneously - * **Content**: Build creative copy with strong appeals, value propositions, and CTAs - * **Targeting**: Add additional segments and filters - * **Triggers**: Use customer actions to trigger messages +> Building upon the "what", why are you building this Canvas? -## Building the customer journey in Canvas +It’s always important to have a defined goal in mind and Canvas helps you understand how you are performing against KPIs like session engagement, purchases, and custom events. -### Name your Canvas: The “what” +Selecting at least one [conversion event]({{site.baseurl}}/user_guide/engagement_tools/campaigns/building_campaigns/conversion_events/) will give you the ability to understand how to optimize performance within the Canvas. And if your Canvas has multiple variants or a control group, Braze will use the conversion event to determine the best variation for achieving this goal. -Never underestimate the power of the name. Braze is built for collaboration so this is a good time to get grounded in how you’ll communicate goals with your team. You can add Tags (including Teams Tags) and name both steps and variants within the Canvas. For more on customer journeys, check out our Braze Learning course on [mapping user lifecycles](https://learning.braze.com/mapping-customer-lifecycles)! +* **Start Session**: I want my users coming back and engaging with the app. +* **Make Purchase**: I want my users to buy. +* **Perform Custom Event**: I want my users to perform a specific action that I’m tracking as a custom event. +* **Upgrades App:** I want my users to upgrade their app version. -### Create starting conditions: The “when” +### The "when": Create starting conditions -When will a customer run into this Canvas? Users can enter your Canvas in two ways: scheduled or action-based triggers. +> When will a user start this experience? -| Scheduled | Action-Based | -|---|---| -|You can use scheduled delivery when you want to send a Canvas out immediately to your target audience, have it regularly sent, or schedule it for a specific time in the future. | These Canvases respond to specific customer behaviors as they happen. These action-based triggers can include opening your app, making a purchase, interacting with another campaign, or triggering any custom event. | -{: .reset-td-br-1 .reset-td-br-2} +Your answer will determine the details of when and how your Canvas is delivered to your customer. Users can enter your Canvas in one of two ways: scheduled or action-based triggers. -### Select an entry audience for entry: The “who” +{% alert tip %} +Check out [Time-based functionalities]({{site.baseurl}}/user_guide/engagement_tools/canvas/create_a_canvas/time_based_canvas/) for Canvas for more strategies and answers to common questions. +{% endalert %} -Who are you trying to reach? Here you can use a pre-defined segment and add further filters. Filters include: +Scheduled delivery allows you to send a Canvas immediately to your target audience. You can also have it sent regularly, or schedule it for a specific time in the future. Action-based Canvases respond to specific customer behaviors as they happen. For example, an action-based trigger can include opening an app, making a purchase, interacting with another campaign, or triggering any custom event. At the point of the action occurring, you can have the Canvas send to your users. + +### The "who": Select an audience + +> Who are you trying to reach? + +To define your "who", you can use pre-defined segments available in Canvas. You can also add more filters to further focus on connecting to your targeted audience. After building these segments, only the users who match the target audience criteria can enter the Canvas journey, leading to a more personalized experience. See this table for available filters and how they segment your users to fit your use case. | Filter | Description | |---|---| -| Custom Data | Custom data filters allow you to segment users based on events and attributes you define. With them, you can use features specific to your product. | -| User Activity | User activity filters allow you to segment customers based on their actions and purchases. | -| Retargeting | Retargeting filters allow you to segment customers who have been sent, received, or interacted with previous Campaigns or Canvases. | -| Marketing Activity | Marketing filters segment customers based on universal behaviors like last engagement or received campaigns. | -| User Attributes | User attribute filters segment customers by their constant attributes and characteristics. | -| Install Attribution | Install attribution filters segment customers by their first source, adgroup, campaign, or ad. | +| Custom Data | Segment users based on events and attributes you define. Can use features specific to your product. | +| User Activity | Segment customers based on their actions and purchases. | +| Retargeting | Segment customers who have been sent, received, or interacted with previous Canvases. | +| Marketing Activity | Segment customers based on universal behaviors such as the last engagement. | +| User Attributes | Segment customers by their constant attributes and characteristics. | +| Install Attribution | Segment customers by their first source, adgroup, campaign, or ad. | {: .reset-td-br-1 .reset-td-br-2} -Only the users who match these target audience criteria can enter the journey. +### The "where": Find my audience + +> Where can I best reach my audience? + +This is where we determine which messaging channels make the most sense for your user journey. Ideally, you'd want to reach your users where they're most accessible. With that in mind, you can use any of the following channels with Canvas: +* [Email]({{site.baseurl}}/user_guide/message_building_by_channel/email/about/) +* [Push]({{site.baseurl}}/user_guide/message_building_by_channel/push/about/) +* [In-app messages]({{site.baseurl}}/user_guide/message_building_by_channel/in-app_messages/about/) +* [Content Cards]({{site.baseurl}}/user_guide/message_building_by_channel/content_cards/about/) +* [SMS or MMS]({{site.baseurl}}/user_guide/message_building_by_channel/sms/about_sms/) +* [Webhook]({{site.baseurl}}/user_guide/message_building_by_channel/webhooks/understanding_webhooks/) + +### The "how": Build the complete experience + +> How do I build my Canvas journey after identifying the five W's? -### Identify conversion events: The “why” +The "how" collectively summarizes how you'll create your Canvas and how you'll reach your users with your message. For example, in order for a message to be effective, you should optimize the timing of your messaging with regards to the timezones across your different users. -Why are you building this Canvas? It’s always important to have a defined goal in mind and Canvas helps you understand how you are performing against KPIs like session engagement, purchases, and custom events. +Answering "how" also determines the cadence for sending a Canvas to your audience (i.e., once a week, biweekly, etc.), and which messaging channels to leverage for each Canvas that you build as described with the "where". -Selecting at least one conversion event will give you the ability to understand your campaign performance and also to help you optimize performance within the Canvas as if your Canvas has multiple variants and/or a control group Braze will use the conversion event to determine the best variation for achieving this goal. +## General tips -### Build the experience: The “how” and “where” +### Determine when and how to use steps and variants -1. **Setting up variants**: A variant is the trail each customer follows on their journey. Canvas supports up to eight variants with a control group. While not required, you can name each variant, as well as control the distribution of the target audience following each variant. +Each Canvas must have at least one variant and at least one step. The sky's the limit from there—so how do you decide on the shape of your Canvas? This is where your goals, data, and hypothesis come into play. The “how” and “where” brainstorm will help you map out the right shape and structure of your Canvas. -2. **Building steps**: A step is a marketing decision point—what is the experience you’re creating? Within a step, you can set triggers or schedule delivery, refine targeting by adding filters or marking [exception events][1] and add channels from email to push to webhooks. +### Work backwards -3. **Determining when and how to use steps & variants:** Each Canvas must have at least one variant and at least one step. The sky's the limit from there—so how do you decide on the shape of your Canvas? That’s where your goals, data, and hypothesis come into play. The “how” and “where” brainstorm will help you map out the right shape and structure of your Canvas. There are a couple approaches you can use: - - **Work backwards**: Some goals have smaller sub-goals. For instance, if you’re aiming for converting a free user into a subscription, you may need a page with your subscription services outlined. A visitor may need to see the options before they purchase. You may focus your messaging efforts on showing them this page before a checkout page. Working backward to understand the journey a customer must go through to get to your goal is key to guiding them through to conversion. - - **Start with the status quo and add more**: Have you ran a similar campaign in the past? Or is one currently running? Use that one message and add to it. Try a new filter or add a followup message. Look at your performance and keep optimizing by making incremental changes. - - **Look to others**: Imitation is the highest form of flattery. Don’t reinvent in the wheel. Don’t worry, we have you covered. At the end of this guide, you’ll find some outlines that can help you get started. +Some goals have smaller sub-goals. For instance, if you’re aiming to convert a free user into a subscription, you may need a page with your subscription services outlined. A visitor may need to see the options before they purchase. You may focus your messaging efforts on showing them this page before a checkout page. Working backward to understand the journey a customer must go through to get to your goal is key to guiding them through to conversion. +### Mix up your messaging -[1]: {{site.baseurl}}/user_guide/engagement_tools/canvas/create_a_canvas/exception_events/ +Have you run a similar campaign in the past? Or is one currently running? Try using that one message and adding more personalization to it. Try a new filter or add a follow-up message. 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