Enable Engagement Builder

Enable Branch Engagement Builder to automatically upload audiences to your ad network.

Overview

By enabling Engagement Builder, Branch will be able to surface specific audiences to be used for re-engagement campaigns.

Please note that any use of imported user data to create Engagement Groups may be subject to certain limitations and restrictions imposed by those respective platforms from which the data was sourced. If you use the Engagement Builder feature, we recommend that you review the agreements you have in place with your partners to ensure you understand and can abide by, any limitations and restrictions from those platforms regarding the use of any data you import.

전제 조건

In order to enable Engagement Builder, you need to have completed the following:

  1. Created a Branch Dashboard.
  2. Enabled Universal Ads and Engagement Builder for your Branch account.
    • Enterprise clients should contact their account manager to schedule deployment
  3. Implemented the Branch SDK into your mobile app (iOS | Android)
  4. Logged into the Branch Dashboard with the Engagement Builder Permission enabled.

Enable Engagement Builder

1. Create an Engagement Group

In the Branch Dashboard, navigate to the Engagement Builder screen, and click the blue New Group button.

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2. Define Rules

Rules allow you to select users based on past behaviors and established attributes. Rules can be combined by using AND logic.

Select Target Platforms

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Select Target Countries

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You can select multiple from the drop-down. By default, No country restrictions is selected.

Select User Group Rules

Category

규칙

In-App Behavior

  • Active App Users (활성 앱 유저)
  • Complete Event
  • Recently Installed App
  • Lapsed App Users (휴면 앱 유저)

Monetization

  • Abandoned Cart
  • Purchasers
  • Revenue

Advertising Exposure

  • Advertising Partner
  • Clicked Adverts
  • Clicked Emails
  • Interacted with Journey
  • Organically Acquired (오가닉 유입)
  • Viewed Adverts

Select Timeframe

Timeframe

옵션

In the last

  • 1 Day (yesterday)
  • 7 Days
  • 30 Days
  • 60 Days
  • 90 Days
  • 180 Days
  • Exactly X Days
  • Quarter to date
  • Month to date

Between dates

  • Start Date & End Date

Engagement Builder stores up to 6 months of historical data

Select Frequency

Frequency

옵션

More than or equal to X times

1 to 100 Integer

Less than or equal to X times

1 to 100 Integer

Exactly X times

1 to 100 Integer

Between X and Y times

1 to 100 Integer

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Once rules are defined, click Save & Go To Next Step.

3. Choose Permissions (OPTIONAL)

이 인게이지먼트 그룹에 대한 액세스를 이 계정에서 작업하는 에이전시 및 광고 파트너와 공유할 수 있습니다.

To share access with third parties connected to your account, click the Select partner dropdown, and Add the agency and/or ad partner.

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To be able to view, edit or download the engagement group, they will need relevant permissions enabled on their account.

4. Connect Engagement Group to an Ad Partner

Using the Select Ad Partner dropdown, select Facebook or Google Adwords, and use the Select Ad Account to find your ad account.

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You can continue to use the AND logic to add both Facebook and Google Adwords.

Facebook

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Custom Audience Terms

To upload the data to Facebook, please agree to the Facebook Custom Audience Terms at https://business.facebook.com/ads/manage/customaudiences/tos/?act=<AD_ACCOUNT_ID>

For Facebook, you must do the following if you already had Facebook integrated with Branch:

  1. Navigate to your Facebook Settings in the Branch Dashboard
  2. Hover over the cog icon, and click Reauthenticate
    • Note: This will cause a slight discrepancy in the Branch Dashboard as it reestablishes its connection to Facebook.
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Google Adwords

For Google Adwords, you must do the following:

  1. Reach out to your Google Ads account manager to enable and use Customer Match.
  2. Agree to the additional permissions (if applicable) when prompted before being able to integrate your engagement group with Google.

5. Select Scheduling

인게이지먼트 그룹의 업데이트 빈도를 선택하세요. "One-time"은 추출 파일을 한 번만 생성하고 daily는 기준을 충족하기 시작했거나 더 이상 충족하지 않는 유저를 기반으로 세그먼트를 자동으로 업데이트합니다.

인게이지먼트 그룹이 업데이트되는 빈도를 선택하려면 :

  1. One-time 또는 Refresh Daily를 선택합니다.
  • One-time -인게이지먼트 그룹이 한 번 생성되고 자동 업데이트가 예약되지 않습니다.
  • Refresh Daily -인게이지먼트 그룹이 24 시간마다 다시 생성됩니다.
  1. 규칙 정의가 완료되면 Save & Go To Next Step을 클릭합니다.
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You can have up to 10 engagement groups set to actively generate engagement group data.

6. Set Engagement Group Name

인게이지먼트 그룹의 이름을 지정하고 설명을 제공하여 귀하와 귀하의 팀 구성원에게 귀하가 이 그룹을 만든 이유를 상기시켜 주십시오.

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7. Confirm Your Engagement Group

설정을 검토한 후 Save & Build Engagement Group 을 클릭합니다. 옳지 않은 부분이 있는 경우 왼쪽 탐색 메뉴를 사용하여 뒤로 돌아가서 단계를 변경할 수 있습니다.

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