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Activation Onboarding Guide

Overview ​

Welcome to Branch Activation, our enterprise solution for creating custom QR Codes and Short Links to activate customers across web and app.

With Activation, you can create shortened web and app links, as well as custom QR codes, that leverage the full power of the Branch Growth Platform.

Activation simplifies how you generate branded web links, app links, and QR codes, providing dedicated click insights and exports without requiring complex SDK setups for your web campaigns.

The information and resources in this guide will help you:

  • Set up your Branch Dashboard
  • Choose the right link creation method for your use case
  • Test and manage your links
  • View and export your data

Web Links are web-only Short Links that work everywhere. App Links are deep links that take users to specific pages in your app. Web and App Links look the same (yourbrand.com/slug or yourbrand.app.link/slug) depending on if you choose to use a custom domain or a Branch-provided app.link domain.

If your end user does not have your app installed, or if you don’t have an app, the link will open in their default web browser. If they do have your app downloaded, the link will open in your app through an in-app web view.

If your end user has your app installed, the App Link will deep link to the specific app page you’ve chosen. If they do not have your app installed, they will be taken to the redirect destination for non-app users which can be configured as a web page, a Branch Deepview, or the app store listing to download the app.

Note: Activation Basics

Please note that the Basics tier of Activation does not include access to app links. In the new Branch platform, if you navigate to your Link Routing page, you will only see the Web Routing section, and not the Mobile Routing section.

Before you begin ​

The questions in this section will help you decide how you want to set up Activation for your scenario. The questions you’ll need to answer depend on whether you are a new or existing Branch user.

Note

To show an in-app web view for web links when a user has your app downloaded, you must update your Branch SDK to version 3.12.0 or higher for iOS and 5.18.0 for Android. If you don’t update the SDK, your app’s homepage will open using Android App Linking or Apple Universal Links.

New Branch users ​

If you are a new Branch user, start by answering the following questions:

  1. Will you be using a custom domain or a Branch-provided app.link domain?

    • If you want to use a custom domain, read our Basic Link Configuration article to learn how to set it up.

      • You can also add multiple custom domains to use for different purposes.
    • If you use the Branch-provided domain, your links will have the format yourbrand.app.link after implementation.

  2. Will you be creating web links, app links, or both? You can learn more in our Create Web Links or Create App Links articles.

    1. If you’re creating app links with the intention of deep linking, you must integrate the Branch SDK with your app.

    2. If you’re creating both, do you want to consolidate to the same domain for web and app linking or keep them separate?

      1. Learn more about the implications of consolidating or separating your web and app linking domains in the "Choose web and app domains" section below.

Existing Branch users ​

If you are an existing Branch user, start by answering the following questions:

  1. Will you continue using the same domain with Branch for shortened links or a different domain?

    1. If you choose to use your existing domain for all links, then Activation will be enabled for your current Branch Dashboard.

    2. If you want to use a different domain from your current Branch domain, do you also want to consolidate to the same domain for web and app linking or keep them separate?

      1. Learn more about the implications of consolidating or separating your web and app linking domains in the "Choose web and app domains" section below.
  2. Will you be creating web links, app links, or both? You can learn more in our Create Web Links or Create App Links articles.

    1. If you’re creating app links with the intention of deep linking, you must integrate the Branch SDK with your app.

Choose web and app domains ​

Read the following sections to review the implications of using either the same or different web and app domains when shortening links with Activation.

Different web and app domains ​

  • All web links will open using the user’s default browser, regardless of whether they have the app.
  • You can’t toggle between web and app destinations without using a different domain. This means the web and app links, and the QR code would have to be updated manually if you switch between a web and app destination after you’ve already deployed the link.

Same web and app domains ​

  • Web links will open in an in-app web view when users who already have your app click on a shortened web link.
  • You can toggle between web and app destinations without changing the Branch Link URL. This allows you to update links after you deploy them. Imagine you have a Branch Link that goes to a webpage because the corresponding page doesn’t exist in the app. Once the app is updated to include that page, the link settings can be updated to go to an in-app destination without the need to update the QR code or Branch Link URL.

Use the resources listed in this section to help you create links individually or in bulk.

Based on your desired link behavior and variety, use the following resources to help you create links:

Use the optional analytics tags fields to assign values to channel, feature, and campaign relevant to your marketing goals. These values will be used for filtering your link analytics.

To explore these concepts further, check out the following Branch University courses:

Use Link Validator to test how your link will behave based on who your end user is and where they are clicking the link from.

Export campaign data ​

With Activation, you can export your campaign data using Dashboard Exports, Branch’s Advanced Data Feeds, or one of the APIs included in your package.

Branch Dashboard ​

Export data as a CSV or JSON file manually from the Branch Dashboard using Dashboard Exports. Choose between Daily or Custom exports to identify the best configuration of your export.

Included APIs ​

Activation includes the Daily Exports API, Custom Exports API, Query API, Aggregate API, and Cohort API. Use these APIs to export specific data and analytics.

Available export fields

The following table shows the export fields that are available with Activation:

Field name
di_match_click_token
event_timestamp
hash_version
id
last_attributed_touch_data_custom_fields
last_attributed_touch_data_dollar_marketing_title
last_attributed_touch_data_plus_current_feature
last_attributed_touch_data_plus_touch_id
last_attributed_touch_data_plus_url
last_attributed_touch_data_plus_via_features
last_attributed_touch_data_plus_web_format
last_attributed_touch_data_tilde_campaign
last_attributed_touch_data_tilde_campaign_id
last_attributed_touch_data_tilde_campaign_type
last_attributed_touch_data_tilde_channel
last_attributed_touch_data_tilde_customer_campaign
last_attributed_touch_data_tilde_feature
last_attributed_touch_data_tilde_id
last_attributed_touch_data_tilde_keyword
last_attributed_touch_data_tilde_keyword_id
last_attributed_touch_data_tilde_keyword_match_type
last_attributed_touch_data_tilde_placement
last_attributed_touch_data_tilde_stage
last_attributed_touch_data_tilde_tags
last_attributed_touch_timestamp
last_attributed_touch_timestamp_iso
name
origin
request_id
timestamp
timestamp_iso
user_data_brand
user_data_browser
user_data_build
user_data_cpu_type
user_data_cross_platform_id
user_data_developer_identity
user_data_environment
user_data_geo_city_code
user_data_geo_city_en
user_data_geo_country_code
user_data_geo_dma_code
user_data_http_referrer
user_data_installer_package_name
user_data_internet_connection_type
user_data_ip
user_data_language
user_data_limit_ad_tracking
user_data_model
user_data_opted_in
user_data_os
user_data_os_version
user_data_os_version_android
user_data_past_cross_platform_ids
user_data_platform
user_data_prob_cross_platform_ids
user_data_screen_height
user_data_screen_width
user_data_user_agent

Advanced Data Feeds ​

Advanced Data Feeds is Branch’s suite of tools for exporting data which can be added on to any Branch package. Use these tools if you want to export your data to other analytics services.

To explore these concepts further, check out these blog posts:

Use LinkHub to create, manage, and deploy links at scale. You can also view click analytics for your links on the Overview page.

Use Link Templates to manage the bulk creation of your app and web Short Links. A Link Template can be used to automatically apply attributes while creating Short Links. This can save you time and reduce the potential for errors when creating Short Links.

FAQ ​

Do I need to integrate the Branch SDK to use Activation?

Only if you want to create app links or support in-app webviews for web links.

What should I do if I don’t have the team or resources needed to implement Activation?

If your team lacks the capacity or expertise to implement the solution, our Professional Services team can provide hands-on, tailored support to ensure a successful deployment from start to finish. We offer advisory hours to give you access to our consultants for strategic guidance, technical support, or specific project deliverables.

Get Professional Services support ​

Branch’s Professional Services team is available on a paid basis for your onboarding setup and advisory, implementation enhancement, and large strategic project execution needs. Reach out to your Branch Account Owner for more information on how Professional Services can support your Activation product usage.

Leverage Branch University ​

For continued learning, Branch University offers live, expert-led training sessions designed to help you master our products, sharpen your skills, and gain hands-on experience. These sessions provide an opportunity to ask questions directly to our trainers, ensuring you get the most out of the Branch Growth Platform.