Campaigns

Integration Guide

Automated Integration using Cocoapods

To start using Helpshift v7.9.1 in your project, add one of the following lines to your Podfile according to the version which you wish to integrate.

pod 'Helpshift', '7.9.1-withCampaigns'            # For normal version
pod 'Helpshift', '7.9.1-withCampaigns-bitcode'    # For bitcode version

And run pod install or pod update to refresh your cocoapods dependencies.

If your app does not contain any swift code, then set Always Embed Swift Standard Libraries in the Build Settings to YES

You can now move on to Initializing Helpshift in your App.

Manual Integration

Get the latest SDK zip

Download the latest for the Helpshift iOS SDK.

Download SDK v7.9.1-withCampaigns

The zip file contains

Add the latest stable SDK release to your project

• Unzip the SDK and drag drop Helpshift.framework into your Xcode project
• In Build Phases of your app target, verify that Helpshift.framework is in the Link Binary with Libraries section
• In Build Phases of your app target, add a new Copy Files section. Set it’s Destination to Frameworks and add Helpshift.Framework to this section
• In Build Phases of your app target, add a new Run Script phase. Ensure this build phase falls after the Copy Files phase. Copy paste the following in the script text box :

bash "${BUILT_PRODUCTS_DIR}/${FRAMEWORKS_FOLDER_PATH}/Helpshift.framework/strip_frameworks.sh"

• After successful integration, Build Phases should look like this:    show me
• If your app does not contain any swift code, set Always Embed Swift Standard Libaries under Build Settings to YES
• With version 7.7.0, End-users will be able to send files such as pdf, video, etc. where before 7.7.0 end-users could only send images. For iOS 10 and below, to access files in the “Files” app of iOS, developers will need to add iCloud capability with iCloud Documents services enabled. For more info please refer the Prerequisites section here.    show me

ERROR ITMS-90535: "Unexpected CFBundleExecutable Key.
The bundle at 'Example.app/HsUIResourceBundle.bundle' does not contain a bundle executable.
If this bundle intentionally does not contain an executable, consider removing the CFBundleExecutable key from its Info.plist and using a CFBundlePackageType of BNDL.
If this bundle is part of a third-party framework, consider contacting the developer of the framework for an update to address this issue."

Start using Helpshift

Helpshift is now integrated in your app and ready to collect meaningful data about your users.

Initializing Helpshift in your app

Helpshift uniquely identifies each registered App using a combination of 3 tokens:

You can find these tokens by navigating to Settings>SDK (for Developers) in your agent dashboard. Select your App and the correct platform from the dropdowns and copy the 3 tokens to be passed when initializing Helpshift. show me

Initialize Helpshift by calling the HelpshiftCore's install function:

1. Initialize the HelpshiftCore with the Helpshift service that you want to use.
2. Call the HelpshiftCore's install function.

@import Helpshift;
...
- (BOOL)application:(UIApplication *)applicationdidFinishLaunchingWithOptions:(NSDictionary *)launchOptions
{
    ...
    [HelpshiftCore initializeWithProvider:[HelpshiftAll sharedInstance]];
    [HelpshiftCore installForApiKey:@"YOUR_API_KEY" domainName:@"YOUR_HELPSHIFT_DOMAIN" appID:@"YOUR_APP_ID"];
    ...
    return YES;
}

Engaging with your Customers

As app developers, one of the most important aspect of making your app awesome is to constantly engage with your customers. To do this, developers need to understand their customers intricately. And this understanding will always come from data. The more data you have about your user's behaviour, the better you can engage with him.

Automatically Collected Data

The Helpshift SDK will automatically collect information about a user's device. Any data will only be collected if the app has the required permissions. User engagement data like first usage, last seen, total engagement etc will also be collected automatically by the SDK.

Device information that the SDK may collect automatically

Data Collected from Developer

There is a vast amount of data which app developers already have about an app's user. Meta-data like, what level he is currently on in a game, how much has he spent in the app, what are his preferred brands. The list can be endless. The Helpshift SDK also provides APIs for the developer to send such information to our backend. This information can be further used to create segments of users who can be targeted with an effective campaign.

Data Collection APIs

To start collecting rich meta-data about your user, use the [HelpshiftCampaigns addProperty:with*:] APIs. These APIs return the status of adding the property to the collected data. If either the key or the value is invalid, the API will return false, true otherwise.

The HelpshiftCampaigns class supports these data types:

• Strings
• Integers
• Booleans
• Date
• long long [Available from SDK v6.3.0 and above]

For example:

[HelpshiftCampaigns addProperty:@"level" withInteger:7];
[HelpshiftCampaigns addProperty:@"user-category" withString:"pro"];
[HelpshiftCampaigns addProperty:@"is-paid" withBoolean:NO];
[HelpshiftCampaigns addProperty:@"last-ride" withDate:[NSDate date]];
[HelpshiftCampaigns addProperty:@"coins" withLongLong:9223372036854775807];

If you want to add multiple properties together, you can use the [HelpshiftCampaigns addProperties:] API which takes a dictionary which represents the user meta-data in terms property-value pairs.

[HelpshiftCampaigns addProperties:@{@"level" : @7}];

Verify User Properties

Make sure to configure User Properties correctly so your team can configure segments properly with your user data. The default value of a User Property is a String value, but not all values you are passing through should be Strings.

For example: Level = 10 should be an Integer, not a String City = San Francisco should be a String

Other examples of correctly using User Properties: UserID = 3493849 (Integer) Plan Type = Enterprise (String) Registered = false (Boolean) Last Purchase Date = February 2, 2015 (NSDate)

User Management APIs

If your app allows users to log in to their accounts, you can pass along that login information to the Helpshift SDK. This will help us better identify each user. This can be further extended if your app supports multiple users too.

• To send the login information to the Helpshift SDK, please use the [HelpshiftCore loginWithIdentifier:withName:andEmail] API.
• If you want to switch users from one to another, you can use the same API with different user credentials.
• If you allow a user to logout of your app, you can pass on that information to us by using the [HelpshiftCore logout] API. To logout user, do not set a dummy value as user-id.
• Use login and logout only if you provide valid user-ids and want Helpshift to record it.

If you want to only set the name and email of the current user, you can use the [HelpshiftCore setName:andEmail:] API.

Inbox APIs

Starting from version 5.5.0 the Helpshift SDK now supports rich in-app Campaign messages. These messages can contain detailed text and cover images along with customized Action buttons. All of these messages are collated in an Inbox which is provided by the Helpshift SDK out of the box. To enable the user to access his Inbox, please use the showInboxOnViewController API.

showInboxOnViewController

You can use the showInboxOnViewController API to show a list of In-app Campaign messages that have been received by the user.

showMessageWithId

You can use the showMessageWithId API to show the Campaign message screen in response to a notification received for the Campaign.

requestUnreadMessagesCount

If you want to show your user notifications for unread campaign messages, you can use unread message counts provided by Helpshift SDK and display it as a badge. You can get notification counts asynchronously by implementing the HelpshiftCampaignsDelegate in your respective .h and .m files. The badges can be displayed anywhere in your app's interface to tell the user that they have unread campaign messages from you. For example to display a badge on a view (lets say its called yourView which can set its textLabel)

[HelpshiftCampaigns requestUnreadMessagesCount];

You can implement something like the following in the notification count delegate method:

- (void) didReceiveUnreadMessagesCount:(NSInteger)count {
    dispatch_async(dispatch_get_main_queue(), ^{
        yourView.label.text = [NSString stringWithFormat:@"%d",count];
    });
}

Similarly for a UITabBarItem in the notification count delegate method you can implement something like:

- (void) didReceiveUnreadMessagesCount:(NSInteger)count {
    dispatch_async(dispatch_get_main_queue(), ^{
        tabBarItem.badgeValue = [NSString stringWithFormat:@"%d",count];
    });
}

These will update your view or UITabBarItem whenever a new notification arrives in the delegate method. The situation can vary depending upon your app UI. Showing notification counts at appropriate places would help you draw in your users so that you can engage them more with your campaign.

refetchMessages

If you want to force a resync of Campaign messages for the current user, you can use the refetchMessages API. Please note that this function will lead to a network call being started on a background thread.

Inbox Data APIs

The Helpshift SDK presents a standard iOS like UI with the showInbox API. If your application is styled completely separately and you want to create your custom UI for the list of Campaign messages, the Helpshift SDK provides a set of APIs to power your UI based on the data that the SDK receives.

HelpshiftInbox

The main class which is responsible for providing the Data API is the HelpshiftInbox class.

The main APIs in this class are :

1. sharedInstance : Return the shared instance object of the HelpshiftInbox class.
2. cleanUp : clean up any local memory which the HelpshiftInbox class is using.
3. getAllInboxMessages : Return an NSArray of id objects which represent the active Campaign messages for the current user. This method does not return any expired campaign.
4. getInboxMessageForId : Return the id object for the given message id. This method returns nil if the message is expired for the given id before calling this method.
5. markInboxMessageAsRead : Mark the Campaign message as read by the user. This call should be used in cases where the user marks the message as read without first reading the message details. Please note that this only updates the state of the object in the DB. Any UI updates that you want to make will need to be handled by the Application. This method will have no effect if called on an expired message.
6. markInboxMessageAsSeen : Mark the Campaign message as seen by the user. This call should be used in cases where the user reads the message details. Please note that this only updates the state of the object in the DB. Any UI updates that you want to make will need to be handled by the Application. This method will have no effect if called on an expired message.
7. deleteInboxMessage : Remove the Campaign message from the Helpshift SDK's storage.

HelpshiftInboxMessage

The HelpshiftInboxMessage is a protocol which represents the detailed Campaign message.

The APIs which are available to retrieve information from the message are:

1. getIdentifier : Get the message identifier.
2. getCoverImage : Get the UIImage which was set as the cover image of the Campaign. This will return nil for the first time when cover image is not downloaded and will start downloading the image. If the cover image got downloaded, it will start returning the appropriate Bitmap object. To know when the cover image gets downloaded, you need to implement the coverImageDownloaded delegate method.
3. getIconImage : Get the UIImage which was set as the icon image of the Campaign.
4. getTitle : Get the title of the Campaign.
5. getTitleColor : Get the title color of the Campaign.
6. getBody : Get the body of the Campaign.
7. getBodyColor : Get the color of the body of the Campaign.
8. getBackgroundColor : Get the background color of the Campaign.
9. getReadStatus : Get the read status of the Campaign.
10. getSeenStatus: Get the seen status of the Campaign.
11. getCreatedAt : Get the created-at timestamp of the Campaign.

12. getExpiryTimeStamp : Get the expiry timestamp of the Campaign in seconds from 1st January, 1970. If administrators configure campaigns with a specific expiry time, campaign messages will not be shown after the specified expiry time. In case the Campaign has no expiry timeStamp specified, then a constant named HS_NO_EXPIRY_TIMESTAMP is returned.

    This feature is available for version 5.9.0 and above.

13. getCountOfActions : Get the count of actions that were added to the Campaign.

14. getActionTitleAtIndex : Get the title of the action button at specified index.
15. getActionTitleColorAtIndex : Get the color of the action button at specified index.
16. getActionGoalCompletionAtIndex : Get whether the action at specified index counts as goal completed for this Campaign.
17. executeActionAtIndex:onViewController: : Execute the action that was configured for the button at specified index.
18. getActionTypeAtIndex : Get the action type of button at the given index. This method returns a HelpshiftInboxMessageActionType enum. (If an invalid index is passed, it will return 'Unknown'.)
19. getActionDataAtIndex : Get the action data of the button at the given index. (It will be null if the action type doesn't require data.)

HelpshiftInboxDelegate

If you want to get delegate callbacks in response to updates to the Campaigns data in the Helpshift SDK, please set the delegate property of the HelpshiftInbox object.

For example :

[HelpshiftInbox sharedInstance].delegate = self;

The methods which are part of the HelpshiftInboxDelegate are :

Compulsary methods :

1. inboxMessageAdded:(id<HelpshiftInboxMessage>)newMessage : Called when a new Campaign message is received.
2. inboxMessageDeleted:(NSString *)identifier : Called when a Campaign message gets deleted.

Optional methods :

1. failedToAddInboxMessageWithId:(NSString *)identifier : Called when a Campaign message does not get added to the Helpshift DB.
2. iconImageDownloadedForInboxMessage:(NSString *)identifier : Called when download completes for a Campaign icon image.
3. coverImageDownloadedForInboxMessage:(NSString *)identifier : Called when download completes for Campaign cover image.
4. inboxMessageMarkedAsSeen:(NSString *)identifier : Called when a campaign is seen by the user.
5. inboxMessageMarkedAsRead:(NSString *)identifier : Called when a campaign is marked as read by the user.

HelpshiftInboxNotificationDelegate

If you want to intercept the push notifications received for a Campaigns inbox message, please set the hsInboxNotificationDelegate property of the HelpshiftInbox class and override the handleNotificationForInboxMessage: function in the HelpshiftInboxNotificationDelegate protocol. In response to this delegate call, you can either show your own custom UI for the campaign message screen or you can use the [HelpshiftCampaigns showMessageWithId:onViewController:withOptions] API.

For example :

[HelpshiftInbox sharedInstance].hsInboxNotificationDelegate = self;

Configuring Campaigns

enableInboxPolling

This change controls whether or not the application should poll for Campaign messages in addition to relying on push notifications. If your application does not use this option, the SDK will use both push notifications and polling to receive Campaign messages. If you want to use only push notifications for Campaigns, set this option to NO.

    HelpshiftInstallConfigBuilder *installConfigBuilder = [[HelpshiftInstallConfigBuilder alloc] init];
    installConfigBuilder.enableInboxPolling = YES;
    HelpshiftInstallConfig *installConfig = [installConfigBuilder build];
    [HelpshiftCore initializeWithProvider:[HelpshiftAll sharedInstance]];
    [HelpshiftCore installForApiKey:@"YOUR_API_KEY" domainName:@"YOUR_DOMAIN_NAME" appID:@"YOUR_APP_ID" withConfig:installConfig];

    [HelpshiftCore initializeWithProvider:[HelpshiftAll sharedInstance]];
    NSDictionary *installConfig = @{ @"enableInboxPolling" : @"yes"};

    [HelpshiftCore installForApiKey:@"" domainName:@"" appID:@"" withOptions:installConfig];

Helpshift Campaigns Delegates

You have to define a class which implements Helpshift Campaigns Delegates and then pass this to Helpshift using [[HelpshiftCampaigns sharedInstance] setDelegate:delegate]; method.

For example:

Class Definition:

#import <Foundation/Foundation.h>
@import Helpshift;

@interface MyDelegates : NSObject <HelpshiftCampaignsDelegate>
@end

Class Implementation

#import <Foundation/Foundation.h>
@import Helpshift;
#import "MyDelegates.h"

@implementation MyDelegates {

}

- (void) didReceiveUnreadMessagesCount:(NSInteger)count {
    // your code here
}

- (void) helpshiftCampaignsSessionHasBegun {
    // your code here
}

- (void) helpshiftCampaignsSessionHasEnded {
    // your code here
}

Campaigns Session started

To keep track of when a Campaigns session starts in your app, implement this delegate callback. This delegate will get fired every time the Campaigns session starts.

- (void) helpshiftCampaignsSessionHasStarted {
  // your code here.
}

Campaigns Session ended

To keep track of when the Campaigns session ends, implement this delegate callback. This delegate will get fired every time the Campaigns session ends.

- (void) helpshiftCampaignsSessionHasEnded {
  // your code here.
}

Guidelines

There are some guidelines which app developers need to follow to best use the Campaigns feature.

Limit on custom user properties

Currently there is a limit to the number of custom user properties which a developer can register for a given app.

The limit is 50 including the name and email properties if they are set for a given user.

Allowed values for custom user properties

The keys used for custom properties are restricted to having only alphanumeric characters. The only special characters allowed are "-" and "_", and those also need to be surrounded by alphanumeric characters. Please note that any unicode character is valid.

Examples of valid keys

1. "level"
2. "user-category"
3. "is_pro"

Examples of invalid keys

1. "$-spent"
2. "-level-"

Sending deep links via campaigns

For iOS 9 and above, developers need to whitelist the URL Schemes which their App will query.

You must whitelist any URL Schemes that your App wants to query in your Info.plist file under the LSApplicationQueriesSchemes key: