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Campaigns

Taking customer engagement to the next level with Helpshift SDK

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

Description
Device model
Operating system
Language code (ISO-639-1)
Country code (ISO-3166-1 Alpha-2)
Development platform ?{"ios", "android", "phonegap", "unity"}
Native Platform ?{"ios", "android"}
Mobile Carrier
Push Opt-In
Push token
IP address
Timezone
App Version
Helpshift Platform ID
Helpshift Domain
Geo Location in Lat, Long

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

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]];

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}];

Since the addProperty* APIs return the status of adding the properties, please make sure to call the above APIs asynchronously in a background thread to avoid delays in UI.

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.

Definition
showInboxOnViewController:withConfig:
Example Code
[HelpshiftCampaigns showInboxOnViewController:self withConfig:nil]; // where self is the view controller you're calling Helpshift from

Definition
showInboxOnViewController:withOptions:
Example Code
[HelpshiftCampaigns showInboxOnViewController:self withOptions:nil]; // where self is the view controller you're calling Helpshift from

showMessageWithId

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

Definition
showMessageWithId:onViewController:withConfig:
Example Code
[HelpshiftCampaigns showMessageWithId:[[notification objectForKey:@"aps"] objectForKey:@"cid"] onViewController:self withConfig:nil]; // where self is the view controller you're calling Helpshift from

Definition
showMessageWithId:onViewController:withOptions:
Example Code
[HelpshiftCampaigns showMessageWithId:[[notification objectForKey:@"aps"] objectForKey:@"cid"] onViewController:self withOptions:nil]; // where self is the view controller you're calling Helpshift from

getCountOfUnreadMessages

If you want to display badging inside your application to indicate to the user that he has unread Campaign messages, you can use the getCountOfUnreadMessages API which will return the current count of unread campaign messages in the user's Inbox.

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.
  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 or the inboxDelegate property of the HelpshiftInbox or the HelpshiftCampaigns objects respectively.

For example :

[HelpshiftCampaigns sharedInstance].inboxDelegate = self;
// or
[HelpshiftInbox sharedInstance].inboxDelegate = 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;

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.

Changes to the same property's value do not count as another property. This limitation applies to the unique keys which can be set.

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-"

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:

This will Also impact the apps the apps which are not built with the iOS 9 SDK.

  • Notification badge count on application icon wont include the count of unread messages from campaigns inbox.