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DEVELOPER MAY BE REQUIRED
The following Universal Email prerequisite includes providing URI schemes and other components that may require a developer:
The following Universal Email prerequisites involve app code changes:
To enable the integration:
Branch automatically detects any global link settings you have already provided during the initial setup of your Branch account as outlined above.
If you have not set up your global link settings and redirect preferences, you will be prompted to do so at this time.
Click tracking domains allow you to track engagement on email opens and link clicks.
If you're unsure what your click tracking domain (CTD) is, take a look at one of your recently sent emails. If you hover over the link or right-click/copy the link address, you will see that the domain of the link in the email does not match the URL in your HTML. This domain is your click tracking domain used by your ESP to provide you click reporting.
The Sendgrid integration requires you provide the following:
For additional help, please see Sendgrid's [documentation]https://sendgrid.com/docs/ui/account-and-settings/how-to-set-up-link-branding/).
https://when adding your click tracking domain in the Branch dashboard
KEEP IN MIND
Before you click NEXT and proceed to the Validate & Test section, please complete the following section as it’s required for passing integration validation.
Please follow your web hosting provider’s instructions on how to configure your DNS CNAME. Here are a few common provider’s instructions for reference:
Important CNAME Info
Once the SSL certificates and AASA file (iOS only) have been generated, you can proceed to reviewing the validation tests, fix any issues and then test the integration.
Branch automatically validates the following:
Common Validation Issues
CNAME Does Not Point to Branch
Pointing your DNS CNAME to Branch is a vital step of the integration process. Unfortunately, it’s also the step that causes the most headaches.
Please make sure to do the following:
- Log into your DNS provider’s console and add the CNAME record as described here.
- Wait at least 60 minutes after you’ve added the CNAME record so that it has time to propagate and Branch can create the resulting SSL certificates and AASA files (for iOS apps only).
SSL Not Correctly Set Up
If you are having issues with the SSL certificate validating, the culprit is generally the fact that your click tracking domain already has SSL set up and there are restrictions that prevent a 3rd party from submitting a Certificate Signing Request on your behalf.
AASA File is Invalid
Luckily the easiest issue to fix as the main reason for this error is the fact that it depends on the SSL being set up correctly. By addressing the SSL error, the AASA file error should resolve itself simultaneously.
Once the validation process is complete, you can test the integration by generating a test link. The test link generated by Branch is unique in that it’s already converted to a Branch link for you and allows you to test without creating an email template in your ESP. In reality, this conversion happens behind the scenes once a user clicks on your normal email template link.
To generate a test link:
Once you’ve generated your test link, click the link on your mobile device; don’t forget to make sure your mobile device already has the app installed!
Congratulations, you’ve successfully set up the integration with Sendgrid!
Before you start setting up your email campaigns, you need to determine what flow you want the user to experience and flag your email link accordingly.
Flag your deep links
For the email links that you would like to deep link to content, add
universal="true" to the HTML as a query parameter, for example:
<a href="https://app.com" universal="true">Download the App!</a>
This will ensure that your links are converted to Branch links that will open the app on iOS and Android, with full tracking and attribution.