General principle

Purchasely allows marketing and growth team to create no-code automations. A few examples of campaigns that can be created:

1. Welcoming new premium members with an email and engaging them with a product overview or tutorial
2. Converting long term freemium members with a particular promotion
3. Mitigating involuntary churn by inviting premium members in grace period to update their billing details
4. Retaining premium members about to churn with promotional offers
5. Winning-back lapsed subscribers with discounted offers

These automations can be created by combining together various features of the platform:

1. The subscription events and the associated attributes, allowing to map every subscriber in their subscription lifecycle
2. The native integrations with engagement and CRM platforms, allowing to send real-time server events and user properties from Purchasely to these 3rd-party platforms and leverage Purchasely data into them
3. The segmenting capabilities of the Purchasely Platform, allowing to tailor the screen displayed to the audience to which a user belongs
4. The deeplink capabilities of the SDK, allowing to automatically display a Placement or Screen from a deeplink

For retention and win-back automations, promotional offers allowing to discount a price to existing or lapsed subscribers will also be used

Configuring an automation

To make these automations work, the following steps must be achieved:

1. Configure the screens to be displayed and mapping the Call-To-Actions with the desired offers or action types
2. Configure the audience matching the targeted users
3. Map the screen with the audience together with the desired placement
4. Activate the integration with the desired 3rd party engagement and CRM platform and definz which Server Events and User Properties must be forwarded to the 3rd party platform.
   1. Subscription Events are convenient to play the role of trigger
      E.g.: send a push notification when a user enters in Grace Period (Subscription Event GRACE_PERIOD_STARTED triggered)
   2. User Properties are convenient to create cohorts of users
      E.g.: create a campaign for all users who are in Grace Period (User Property subscription_status = IN_GRACE_PERIOD
      => They are updated at the same time a Subscription Event is generate in the Subscription Lifecycle.
5. Create an engagement campaign in the 3rd-party platform and associating it with the placement deeplink (created at step 3)

Deeplinks implementation

Follow these deeplinks implementation guidelines to enable deeplinks management.

What are the supported deeplinks?

The Purchasely SDK manages deeplinks for:

• Screens & Paywalls
  You can copy the deeplink of a screen by clicking on the 🔗 button of the Screen in the Paywalls & Screens section of the Purchasely Console

  

  They have the shape app_scheme://ply/presentations/[screen_id]

• Placements
  You can copy the deeplink of a placement by clicking on the 🔗 button of the placement in the Placements section of the Purchasely Console

  

  They have the shape app_scheme://ply/placements/[placement_id]

• Cancellation survey
  This deeplink app_scheme://ply/cancellation_survey can be used to display a simple cancellation survey

  

• Update billing
  This deeplink app_scheme://ply/update_billing can be used to open the App Store / Play Store setttings to update credit card after a payment error