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Quick Start Guide

A quick start guide for implementing Branch.

Ready to implement Branch? We have a number of resources available to help you get started!

Follow the steps below to begin using Branch features.

1. Account Creation and Configuration

  1. Sign-up for the Branch Growth Platform.
    1. Please note that you will need to add your credit card within the first 30 days.
  2. When you first create your account, you'll be directed to configure the account and your default link behaviors. Use the following guides on how to configure your account and default link behaviors, as well as add users and agencies:
    1. Visit the Team view in the Account Settings page of the Branch Dashboard, which is where you can add and manage users.
    2. Learn how to add and edit users.
    3. Make sure you are using your desired time zone.
    4. Enable SSO.
    5. Add a test device to allow you to quickly test your configurations after implementing Branch.
    6. Configure default link behaviors.

2. Package Selection

Some features come included in the Branch Growth Platform, while others require you to sign up for them specifically.

  1. Determine which package(s) you would like to add to your Branch account based on what features you want to incorporate into your marketing strategy.

    A quick preview:

    1. Engagement: Get further with your customers with linking and attribution for owned and organic marketing channels.

    2. Performance: Prove ROI so you can justify ad spend effectiveness while still managing evolving privacy regulations and gaps in performance data.

    3. Add-ons:

      1. Advanced Compliance: Ensure safe and proper attribution when handling data related to protected health information (PHI).
      2. Advanced Data Feeds: Access our advanced APIs, use webhooks to export event data to your internal systems, and use our integrations to send your Branch data to other analytics tools.
      3. EU Data Center: Process and store your Branch data at our AWS-powered data center in Ireland.
    4. Services for technical and account assistance:

      1. Account Management: Account Management Services includes a dedicated team for personalized support and product recommendations.
      2. Professional Services: Access to Professional Services lets you lean on our industry experts for complex use cases, integrations, and platform configurations.
      3. Premium Support: Rely on our Premium Support Services to resolve your concerns quickly. Response times are as fast as 2 hours, even on weekends!

    Learn more on our pricing page.

  2. When you're ready, contact our sales team to get started!

3. SDK Planning and Integration

  1. Determine which of our SDKs you need to integrate into your app(s).

    You can use the following table to identify which SDKs are required for certain features:

SDKRequired for Following Features

Web SDK

Journeys

Android SDK

Ads
Email
Journeys

iOS SDK

Ads
Email
Journeys
  1. We encourage development teams to follow all the steps, including the validation steps, in our SDK Basic Integration guides to ensure that the SDK is set up correctly.

    Top Basic Integration Guides

    iOS Basic Integration Guide
    Android Basic Integration Guide
    Web Basic Integration Guide

4. Looking Ahead

Congratulations, you've officially integrated Branch!

You and your team can now start accessing our powerful suite of features through the Branch Dashboard, by using one of our SDKs, or calling one of our APIs.