BD-3431: Braze templates use cases for Canvas

_docs/_user_guide/engagement_tools/canvas/create_a_canvas/braze_templates.md

@@ -0,0 +1,6 @@
+---
+nav_title: Braze Templates
+config_only: true
+noindex: true
+page_order: 8
+---

_docs/_user_guide/engagement_tools/canvas/ideas_and_strategies.md

@@ -21,6 +21,9 @@ guide_featured_list:
   - name: Launching with Canvas Flow
     link: /docs/user_guide/engagement_tools/canvas/ideas_and_strategies/launching_canvas_flow/
     image: /assets/img/braze_icons/git-branch-01.svg
+  - name: Using Braze Canvas Templates
+    link: /docs/user_guide/engagement_tools/canvas/ideas_and_strategies/braze_templates/
+    image: /assets/img/braze_icons/target-04.svg
   - name: Localization
     link: /docs/user_guide/engagement_tools/canvas/ideas_and_strategies/localization/
     image: /assets/img/braze_icons/globe-02.svg

_docs/_user_guide/engagement_tools/canvas/ideas_and_strategies/braze_templates.md

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+---
+nav_title: Using Braze Templates
+article_title: Using Braze Templates
+page_order: 2
+layout: dev_guide
+guide_top_header: "Using Braze Templates"
+guide_top_text: "Unlock the potential of your marketing campaigns with Braze Canvas templates. These templates provide a streamlined approach to creating effective user journeys, allowing you to engage users at critical moments. Explore the following use case articles to see how you can build on these Canvas templates for your marketing goals."
+
+page_type: landing
+description: "This landing page is home to articles that will guide you on how you can customize and leverage Braze Canvas templates to fit your use cases, from targeting users for feature adoption or personalizing messages for onboarding users."
+tool: Canvas
+
+guide_featured_title: "Section articles"
+guide_featured_list:
+  - name: Abandoned Intent
+    link: /docs/user_guide/engagement_tools/canvas/ideas_and_strategies/braze_templates/abandoned_intent/
+    image: /assets/img/braze_icons/users-right.svg
+  - name: Back In Stock
+    link: /docs/user_guide/engagement_tools/canvas/ideas_and_strategies/braze_templates/back_in_stock/
+    image: /assets/img/braze_icons/shopping-cart-03.svg
+  - name: Feature Adoption
+    link: /docs/user_guide/engagement_tools/canvas/ideas_and_strategies/braze_templates/feature_adoption/
+    image: /assets/img/braze_icons/flag-02.svg
+  - name: Lapsing User
+    link: /docs/user_guide/engagement_tools/canvas/ideas_and_strategies/braze_templates/lapsing_user/
+    image: /assets/img/braze_icons/target-05.svg
+  - name: Onboarding
+    link: /docs/user_guide/engagement_tools/canvas/ideas_and_strategies/braze_templates/onboarding/
+    image: /assets/img/braze_icons/user-check-01.svg
+  - name: Purchase Feedback
+    link: /docs/user_guide/engagement_tools/canvas/ideas_and_strategies/braze_templates/purchase_feedback/
+    image: /assets/img/braze_icons/annotation-question.svg
+---

_docs/_user_guide/engagement_tools/canvas/ideas_and_strategies/braze_templates/abandoned_intent.md

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+---
+nav_title: Abandoned Cart
+article_title: Abandoned Cart
+page_order: 1
+page_type: reference
+description: "This article describes how to use a Braze Canvas template to engage with users in real-time to encourage them to complete their purchases."
+tool: Canvas
+---
+
+# Abandoned cart
+
+> Engage with users in real-time to encourage them to complete their purchases. Use this template to create a user journey that focuses on sending timely, personalized messages that remind users of their abandoned carts by highlighting product benefits and offering incentives, such as discount codes.
+
+In this article, we'll walk you through a use case for the **Abandoned Intent** template, which is intended for the consideration stage of the user lifecycle. After this article, you'll have customized a user journey that encourages purchases from users who haven't made purchases after adding items to their carts.
+
+## Prerequisites
+
+To successfully use this template, you'll need the following:
+
+- A separate post-purchase user journey Canvas since making a purchase in this Canvas will cause users to exit the Canvas.
+- A configured [Braze Audience Sync]({{site.baseurl}}/partners/canvas_steps) with the partners and audiences you use.
+
+To access this template, when creating a new Canvas, select **Use a Canvas template** > **Braze templates** > **Abandoned Intent**. 
+
+## Tailoring the template to your needs
+
+Let's say you're a marketer at Kitchenerie, a retail brand specializing in kitchenware, and you want to reengage users who have added the latest product "Enormous Paper Plate" to their carts but haven't made their purchases. 
+
+### Step 1: Set up details
+
+In the template, we'll do the following:
+
+1. Update the Canvas name to specify that the Canvas is for targeting users with abandoned carts.
+2. Update the description to specify that the Canvas is for encouraging users to complete purchases from the latest seasonal kitchenware launch.
+3. Add the tag **Abandon Cart** so we can filter for it on the Canvas home page.
+
+### Step 2: Assign your conversion events
+
+Next, let's assign our conversion event. Because our focus is on our "Enormous Paper Plate" product, we will do the following for **Primary Conversion Event A**:
+
+1. For the **Conversion event type**, select **Makes Purchase**.
+2. Select **Make a specific purchase**. This allows us to select a specific product name.
+3. Select **Enourmous Paper Plate**.
+
+![Primary Conversion Event - A with the conversion type "Makes Purchase" with the product name "Enormous Paper Plate". There is a 3-day conversion deadline.][1]
+
+### Step 3: Set an entry schedule
+
+While this template's entry schedule is set to **API-Triggered**, our use case will benefit more by having an action-based entry for this Canvas since we want to focus on users who have abandoned their cart (which is an action).
+
+1. Select **Action-Based** as the entry schedule type.
+2. Select **Abandoned Cart** as the trigger.
+3. For your entry window, select the start time date.
+4. Select the option to allow users to enter in their local time zone. This can keep your messaging relevant and lead to higher engagement if messages are sent at optimal times.
+
+![An action-based Canvas that targets users who have abandoned their cart, with the entry window October 15, 2024 3:20 pm at the users' local time zone.][2]
+
+### Step 4: Determine who enters the Canvas
+
+Next, let's define our target audience as users who have shopped exclusively online with us in the past 90 days. This helps us narrow our audience down to users we know are engaged with our products. 
+
+!["Online Shoppers Segment - 90 Days" as the segment of users to target for this Canvas.][3]
+
+We'll leave the entry controls as is, so users aren't allowed to re-enter this Canvas and there's no limit to the number of people who can potentially enter this Canvas.
+
+For the exit criteria, users will exit the Canvas if they have purchased the "Enormous Paper Plate", that way they won't receive further messages.
+
+![Exit criteria that determines users who make a specific purchase for the enormous paper plate will exit the Canvas.][4]
+
+### Step 5: Select your send settings
+
+We’ll keep the default subscription settings, so we only send to users who have subscribed or opted into receiving messages or notifications, and leave the other settings as is.
+
+### Step 6: Customize your Canvas
+
+Now, we’ll build our Canvas by customizing the templated steps:
+
+1. Select the Action Paths step, then select the **Made purchase** action group name.
+2. For **Make Purchase**, select **Make A Specific Purchase** and choose **Enormous Paper Plate** for the product. Similar to the exit critiera, users who purchase this product will exit the Canvas.
+
+!["Made purchase" action group that will exit the Canvas if the user purchases the enormous paper plate.][5]
+
+{: start="3"}
+3. For the Message step, select **Edit message** to customize the email that will be sent to your users, notifying them of the items in their abandoned cart.
+4. Keep the Delay step as is.
+5. In the Audience Paths step, customize the email and SMS message that your users will receive. We want to encourage our users to purchase products with personalized messaging.
+
+![A preview of the SMS message that users will receive: "Hi there, you left the enormous paper plate behind in your cart! Complete your purchase now and step up your hosting game. Use code MYPLATE at checkout for 20 percent off your order!"][6]
+
+{: start="6"}
+6. Keep the Action Paths step as is. This step will determine which users will exit the Canvas after making a purchase and which users will receive further messaging.
+7. Configure the Audience Sync step based on your partner. This will further help with ad retargeting.
+
+### Step 7: Launch your Canvas
+
+After testing and reviewing our Canvas to make sure it works as expected, select **Launch Canvas** to launch the Canvas. Now, we can mindfully target users with a personalized user journey to encourage them to checkout the product they've added to their carts!
+
+{% alert tip %}
+Check out our [Pre and post-launch checklist]({{site.baseurl}}/user_guide/engagement_tools/canvas/ideas_and_strategies/pre_post_launch_checklist/#things-to-consider-before-launch) for things to consider before and after you launch a Canvas.
+{% endalert %}
+
+[1]: {% image_buster /assets/img/canvas_templates/abandoned_intent1.png %}
+[2]: {% image_buster /assets/img/canvas_templates/abandoned_intent2.png %}
+[3]: {% image_buster /assets/img/canvas_templates/abandoned_intent3.png %}
+[4]: {% image_buster /assets/img/canvas_templates/abandoned_intent4.png %}
+[5]: {% image_buster /assets/img/canvas_templates/abandoned_intent5.png %}
+[6]: {% image_buster /assets/img/canvas_templates/abandoned_intent6.png %}

_docs/_user_guide/engagement_tools/canvas/ideas_and_strategies/braze_templates/back_in_stock.md

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+---
+nav_title: Back In Stock
+article_title: Back In Stock
+page_order: 2
+page_type: reference
+description: "This article describes how to use a Braze Canvas template to drive purchases by notifying your users when an item is back in stock with personalized messaging."
+tool: Canvas
+---
+
+# Back in stock
+
+> Use the back-in-stock template to create messages that target users who have previously viewed or expressed interest in an item that was out of stock but is now available for purchase. This helps users obtain the products they want by engaging them at the critical moment when a product returns to availability.
+
+This article will walk you through a use case for the **Back In Stock** template, which is designed for the conversion step of the user lifecycle. When you’re finished, you’ll have created a Canvas that sends a push (web or mobile), SMS, or email to users when an item is back in stock, and up to two reminders.
+
+## Prerequisites
+
+To successfully use the back-in-stock template, you need the following:
+
+- A [catalog]({{site.baseurl}}/user_guide/personalization_and_dynamic_content/catalogs/catalog) containing information about your item
+- [Back-in-stock notifications]({{site.baseurl}}/user_guide/personalization_and_dynamic_content/catalogs/catalog_triggers/back_in_stock_notifications/#how-back-in-stock-notifications-work) must be set up for the item you want to message users about
+
+To access the this template, when creating a new Canvas select **Use a Canvas template** > **Braze templates** > **Back in Stock**. 
+
+## Tailoring the template to your needs
+
+Let’s say we’re working for PantsLabyrinth, a direct-to-consumer clothing retailer that specializes in slacks, jeans, culottes, and many other types of pants. We can use the back in stock template to notify customers on various channels when a popular pair of jeans, the Classic Straight Leg, is back in stock.
+
+Before creating the Canvas, we [set up a catalog]({{site.baseurl}}/user_guide/personalization_and_dynamic_content/catalogs/catalog) that contains information about our straight leg pants inventory and [set up back-in-stock notifications]({{site.baseurl}}/user_guide/personalization_and_dynamic_content/catalogs/catalog_triggers/back_in_stock_notifications/#setting-up-back-in-stock-notifications) for the Classic Straight Leg jeans. We made it so that users will subscribe to notifications after they perform the custom event of favoriting the Classic Straight Leg jeans on the app.
+
+Now, we can go through the template to fit it for our needs.
+
+### Step 1: Set up details
+
+Let’s adjust the Canvas details and its assigned conversion events to reflect our goal.
+
+1. Select **Edit** next to the template name.
+2. Change the Canvas name to specify that the Canvas is for when the Classic Straight Leg is back in stock.
+3. Change the description to explain that this Canvas contains personalized messaging.
+4. Add the tag **Back in Stock**, which is nested under the tag **Promotional**, so that we can filter for it on the Canvas home page. 
+
+!["Set Up Canvas Details" step with a Canvas name of "Back in Stock - Classic Straight Leg" and a brief Canvas description.][1]
+
+### Step 2: Assign your conversion events
+
+Change the **Primary Conversion Event - A** to **Make a specific purchase** and select **Classic Straight Leg** for the product name.
+
+!["Assign Conversion Events" section for the conversion event type of purchasing the Classic Straight Leg product with a conversion deadline of 7 days.][2]
+
+### Step 3: Tailor the entry schedule
+
+Let’s keep the entry schedule as **Action-Based** so that users will enter our Canvas when they perform an action, which the template already has set to **Perform a Back in Stock Event**.
+
+We’ll make two adjustments to this step:
+
+1. Select the catalog that includes information about our Classic Straight Leg jeans, which we’ve named “Straight Leg Pants”. 
+
+!["Entry Schedulde" step for an action-based Canvas.][3]
+
+{: start="2"}
+2. Set the **Start Time (Required)** to our desired start date and time.
+
+!["Entry Window" section with a start time of January 2nd, 2025 at 12 am.][4]
+
+### Step 4: Select our target audience
+
+We’ll define our target audience as users who we think are more likely to purchase the Classic Straight Leg jeans.
+
+1. Select our target segment, “Favorited - Classic Straight Leg Jeans”, which consists of users who’ve favorited our Classic Straight Leg jeans on our app or website.
+2. Select a filter to include users who have purchased “Jeans” more than “0” times.
+
+!["Target Audience" step with the segment of "Favorited - Classic Straight Leg Jeans".][5]
+
+{: start="3"}
+3. Adjust the entry controls to allow users to re-enter the Canvas after the Canvas’s maximum duration, to prevent the likelihood of users triggering the same step concurrently.
+
+!["Entry Controls" section with a checkbox for allowing users to re-enter this Canvas with a maximun duration of the Canvas.][6]
+
+{: start="4"}
+4. Adjust the exit criteria to remove users who performed the custom event of unfavoriting the Classic Straight Leg jeans.
+
+!["Exit Criteria" section with a exception for users that perform the custom event of "Unfavorited".][7]
+
+### Step 5: Select your send settings
+
+We’ll keep the default subscription settings, so we only send to users who have subscribed or opted into receiving messages or notifications, and skip the other settings (frequency capping, quiet hours, and seed groups).
+
+!["Send Settings" step targeting users who are subscribed or opted in.][8]
+
+### Step 6: Customize your Canvas
+
+Now, we’ll build our Canvas by customizing the channels and content that will send to users. Because we’re using all four of the template channels (Mobile and web push, SMS, and email) and using the [Intelligent Channel]({{site.baseurl}}/user_guide/brazeai/intelligence/intelligent_channel/) filter, we don’t need to add or remove any. 
+
+We’ll begin our customization by going through each message component to update the content.
+
+1. Replace `!!YOURCATALOGHERE!!` with our catalog name (“Straight_Leg_Pants”).
+2. Replace `[0]` with the index number of the Classic Straight Leg jeans, which is “9” because the jeans are tenth item in the the `items` array of our catalog. (Arrays are zero-indexed in Liquid, so the first item is `0` and not `1`.)
+3. Repeat steps 1 and 2 for all remaining message components, including:
+    - The “In-Product Msg & Email” message that sends after the one-day delay
+    - The “Push+Email Alert” messages that send to users who haven’t made a purchase
+
+![Mobile Push Canvas step with a message notifying users that a product is back in stock.][9]
+
+### Step 7: Launch your Canvas
+
+After testing and reviewing our Canvas to make sure it works as expected, we’ll launch it by selecting **Launch Canvas**. Now our users who’ve favorited our Classic Straight Leg jeans and have subscribed to our messaging channels will receive notifications when they’re back in stock!
+
+{% alert tip %}
+Check out our [Pre and post-launch checklist]({{site.baseurl}}/user_guide/engagement_tools/canvas/ideas_and_strategies/pre_post_launch_checklist/#things-to-consider-before-launch) for things to consider before and after you launch a Canvas.
+{% endalert %}
+
+[1]: {% image_buster /assets/img/canvas_templates/back_in_stock_1.png %}
+[2]: {% image_buster /assets/img/canvas_templates/back_in_stock_2.png %}
+[3]: {% image_buster /assets/img/canvas_templates/back_in_stock_3.png %}
+[4]: {% image_buster /assets/img/canvas_templates/back_in_stock_4.png %}
+[5]: {% image_buster /assets/img/canvas_templates/back_in_stock_5.png %}
+[6]: {% image_buster /assets/img/canvas_templates/back_in_stock_6.png %}
+[7]: {% image_buster /assets/img/canvas_templates/back_in_stock_7.png %}
+[8]: {% image_buster /assets/img/canvas_templates/back_in_stock_8.png %}
+[9]: {% image_buster /assets/img/canvas_templates/back_in_stock_9.png %}