Objective: This walkthrough will provide you step by step instructions on how to strategically nudge users to go from web to app by leveraging our Journeys tool. Below are two examples to acquire and retain users:


  • New User Journey
  • Existing App User Journey 


When creating any Journey there are 4 simple steps that you’ll need to take: 


Step 1: Select your target audience
  • Select the devices 

  • Specify the regions 

  • Filter your users 


Step 2: Customize the template

  • Select a template 

  • Customize to your branding by selecting a piece of content in the preview 

    • E.g. Text, photo, ratings or call-to-action button 


Step 3: Validate and Test

  • Validate the creatives in the preview before launching 

  • Test the Journey on your mobile site 


Step 4: Activate the Journey!


ADDITIONAL TARGETING SUGGESTIONS: 

  • Users who have are visiting a specific show URL 

  • Users who came through from a social platform 

  • Users who have visited the website 10 times


New User Journey

Target users who do not have the app installed on their device to proceed to download the app. 


Step 1: Create a Journey

  • In the Branch dashboard select Journeys in the left navigation bar
    Screen Shot 2017-05-08 at 6.45.42 PM.png

  • Select the Create My First Journey / Create a New Journey button
     OR Screen Shot 2016-10-13 at 3.20.53 PM.png

  • Within the Journey Name text box, type in New User Journey

Screen Shot 2016-12-07 at 1.23.35 PM.png

Step 2: Select Audience

  • Under the Advanced Filters sections select Add a Filter
    filter.png

  • In the first drop down list, select Has the app installedHas app installed.png
  • In the following drop down list, select false
    false.png

  • To proceed to the next step click on the Save & Continue button

Step 3: Select a Template

  • Click on the the Select a Template Button
    Select Template .png

  • Proceed to select the top banner template

  • Select any element in the preview, and a View Editor will appear to the right of the preview. Feel free to customize the template to match your branding or marketing strategy


RECOMMENDATION: Set a dismissal period 

  • Select the X button allows you the ability to set the dismissal period

  • In the view editor, select the dismissal time frame from the drop-down menu  


Step 4: Validate & Test

  • Validate that everything has been set up correctly 

    • NOTE: You do not need to have all green check marks to activate a Journey
      Screen Shot 2016-09-15 at 4.43.34 PM.png

  • Preview the Journey 

    • NOTE: If you have created multiple Journeys you will have the ability to select the creative name from the drop down list

  • To test the Journey on your live production site, enter your web URL in the Test on your mobile device field 

    • NOTE: The URL entered must have the Branch SDK integrated with the Branch Key
      Screen Shot 2016-12-07 at 1.15.14 PM.png

  • Click the Clipboard button and send the link to a mobile device

    • Example: Text the link to yourself, copy the link to notepad



Existing App User Journey

Display a full page interstitial to users who have the app installed on their mobile devices. 


Step 1: Create a Journey

  • In the Branch dashboard select Journeys in the left navigation bar
    Screen Shot 2017-05-08 at 6.45.42 PM.png

  • Select the Create My First Journey / Create a New Journey button
     OR Screen Shot 2016-10-13 at 3.20.53 PM.png

  • Within the Journey Name text box, type in Existing App User Journey
    Screen Shot 2016-12-07 at 1.23.57 PM.png

Step 2: Select Audience

  • Under the Advanced Filters sections select Add a Filter
    filter.png

  • In the first drop down list, select Has the app installedHas app installed.png

  • In the following drop down list, select true
    true.png

  • To proceed to the next step click on the Save & Continue button 


Step 3: Select a Template

  • Click on the the Select a Template Button
    Select Template .png

  • Proceed to select the Branch Interstitial 1 template
    Full Page.png

  • Select any element in the preview, and a View Editor will appear to the right of the preview. Feel free to customize the template to match your branding or marketing strategy

Recommendation: Set a dismiss period 

  • Select the Continue in mobile web text, this allows you the ability to set the dismissal period

  • In the view editor, select the dismissal time frame from the drop-down menu

  • Proceed to next step by clicking on the Save & Continue button


Step 4: Validate & Test 

  • Validate that everything has been set up correctly 

    • NOTE: You do not need to have all green check marks to activate a Journey
      Screen Shot 2016-09-15 at 4.43.34 PM.png

  • Preview the Journey 

    • NOTE: If you have created multiple Journeys you will have the ability to select the creative name from the drop down list

  • To test the Journey on your live production site, enter your web URL in the Test on your mobile device field 

    • NOTE: The URL entered must have the Branch SDK integrated with the Branch Key
      Screen Shot 2016-12-07 at 1.15.14 PM.png

  • Click the Clipboard button and send the link to a mobile device



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