Tutorials

Tutorials come in two kinds. How-to guides walk you through one setup each, such as a segmented campaign or an abandoned cart flow. Industry playbooks take one industry from the first setup to running journeys. Use this page as a menu: pick a guide or a playbook, then open it.

How-to guides

Campaign basics

Learn campaign types, then send segmented or transactional messages, schedule delivery, and run A/B/n tests.

Find out which campaign type you need.

Send a segmented campaign

Target a user segment with a one-time or scheduled send.

Send a triggered campaign

Message users the moment a specific event occurs.

Send transactional messages

Configure and send automated transactional messages.

Schedule a message

Schedule sends for the right delivery time.

Run A/B/n tests in journeys

Test message variations, timing, and channels.

User lifecycle

Engage users through onboarding, activation, engagement, retention, re-engagement, and anniversary campaigns.

Stages at a glance

Customer Journeys for every lifecycle stage, across push, email, and in-app.

Welcome new users and introduce them to your product.

Set up an activation campaign

Encourage users to take key actions after sign-up.

Set up an engagement campaign

Keep users active with timely, relevant messaging.

Set up a retention campaign

Create campaigns that reduce churn and keep users.

Create a re-engagement campaign

Bring back inactive users with targeted messaging.

Create anniversary campaigns

Automate messages for birthdays and milestones.

Personalization

Tailor push, in-app, email, and SMS to each recipient.

Personalization overview

Personalize push, email, in-app, and SMS with Dynamic Content tags.

Send a personalized push

Create push notifications tailored to user data.

Send a personalized in-app

Show targeted in-app messages based on user data.

Send a personalized email

Create and deliver personalized email campaigns.

Send a personalized SMS

Send customized SMS messages to engage users.

Live Activity

Show real-time status on the iOS lock screen and Dynamic Island without opening the app.

About Live Activity campaigns

Build Customer Journeys around the Live Activity element.

Show flight status on the lock screen

Gate, status, and timing for passengers in real time.

Show delivery progress on the lock screen

Courier, ETA, and distance for order tracking.

Email

Build email-specific flows: consent, cart recovery, catalog, recommendations, and sunset.

List and commerce email flows built in Customer Journey Builder.

Create a double opt-in campaign

Confirm email consent and improve deliverability.

Set up an abandoned cart campaign

Recover carts with emails triggered by PW_AbandonedCart.

Send catalog products in email

Build promotional emails from your Product Catalog.

Set up product recommendations in email

Recommend products in email based on user behavior.

Set up an email sunset flow

Clean your list by removing inactive subscribers.

Wallet passes

Issue an Apple or Google Wallet pass from a Customer Journey and deliver the install link by email or push.

Wallet pass guides

Build Customer Journeys around the Issue Wallet Pass element.

Issue a wallet pass on signup

Issue a loyalty pass when a member joins and deliver the install link in the welcome email.

Issue a wallet pass on geozone entry

Issue a pass when a shopper enters a store geozone and push the install link for their platform.

Industry playbooks

Follow one path from setup to running journeys for your industry: user identification, events, segments, and the first journeys.

About industry playbooks

Find out what a playbook covers and how to follow it.

Onboarding, retention, and monetization journeys for mobile games.