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QUICK START GUIDE

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Welcome to Localytics!

This handbook serves as a brief introduction to what Localytics offers

in terms of features and functionality. This guide is the first step toward

becoming a power-user. Each of the following pages shows a screen

in the Localytics Dashboard, complete with descriptions of how to

navigate each page and get the most out of the software.

Follow Along

As you read through this guide you might find it helpful to “click along”

and explore each page as you learn. The best way to do this is by

accessing our demo environment. The demo is locked, so feel free

to click around, you can’t accidentally break something or send an

unintentional notifications to your users.

If you’d prefer to use your own account, you can access it by going to

dashboard.localytics.com and enter in your username and password. If

you don’t yet have a username, anyone with Admin rights in Localytics

can create one for you.

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6 Marketing Messaging | Audiences | Places | Attribution | Remarketing

18 User Insights Predictions | Profiles | Segments | Funnels | Retention | Lifetime Value

32 Analytics Usage | Engagement | Events | Flows | Location | Dashboards

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Insert hero page for messaging

MARKETINGSend richer, more compelling automated messages that improve the customer experience. See what’s working, what’s not, and make adjustments to squeeze every bit of ROI out of your app.

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The Messaging screen gives you a snapshot of current message activity, upcoming messaging campaigns, and a list of all created campaigns. Visit this page to create and edit campaigns as well as evaluate their performance.

Use the summary tab to see a count of current active campaigns broken down by channel. View several hero metrics related to push messages in the previous 7 days. This chart shows you how many messages have been sent over the past 7 days, broken down by channel. Use it to ensure that campaigns are being delivered as expected.

Click this green circle to create a new messaging campaign. You can then select the type of campaign from the dropdown.

See messaging campaigns that will be sent in the near future. Use the ellipses (...) next to the send date to make edits to a campaign before it gets sent.

Search and filter your campaigns to easily find a specific campaign.

“Click in” to a specific campaign to view the True ImpactTM performance report for that campaign. Use the ellipses to perform more actions like editing, duplicating, archiving, and viewing the Campaign ID.

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Create a new Audience by applying behavioral and profile conditions. Once you save the Audience, it can be used to target your messaging campaigns.

Use the ellipses to export a CSV list of your created audiences as well as a list of previously exported audiences.

Use the ellipses to instantly target an audience with a campaign, manage (edit, duplicate, delete, calculate size) or export any audience to CSV or Facebook for a Remarketing campaign.

“Click in” to an Audience to see the behavioral and profile conditions it is composed of. You can also adjust the Audience definition and see a size estimate of your Audience.

Filter your Audiences by type (Devices/Users) or search for specific Audiences.

Recommended Audiences are pre-built Audiences to help you get started quickly. Use them as-is or as a starting point for a new Audience, then add/adjust the criteria to suit your needs.

Use the Audiences screen to group users based on who they are and what actions they’ve performed inside your app. You can use Audiences to specify which users should receive a messaging campaign.

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Add or update multiple geofences via a CSV file. Based on the identifier, geofences will be added or updated with values from the uploaded file. Download the example CSV to format your upload correctly. Click on the ellipsis to configure the event attributes for your geofence analytics.

Click here to create a new geofence. The Places editor allows you to drop a pin on a single location and use the slider to adjust the radius of the geofence. Then add all relevant information and your analytics preferences.

Filter your report by label to see a specific group of your geofences. Use the search bar to find specific geofences.

Download a CSV of your current geofences.

PlacesTM lets you to build geofences that can be used to view highly detailed location-specific data and send real-time push notifications to users based on their physical location. Places geofences work even if a user doesn’t have your app open.

Use the ellipses to view analytics, edit, or deactivate any of your geofences.

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Filter your report to include a specific subset of users and see how it effects attribution data. Edit the date range to see data on a specific period of time.

Create new attribution campaigns with this green button. Here you can construct campaign URLs to track downloads from email and your website or specify a third party ad network to pull data from. Use the ellipsis to configure partner integrations and manage current campaigns.

You can choose to view your report by attribution source or by campaign.

Adjust the chart to display daily, weekly, or monthly data points and split your report by acquisition source, campaign, adset, or ad.

Search for a specific campaign name or source. Us the “Save” feature to download your attribution data via CSV or to add the report to a custom dashboard

Attribution shows you how users found out about your app (e.g. which ad campaign they clicked on before downloading). It also shows downstream usage data, so you can see which acquisition sources are delivering the most valuable users.

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Remarketing helps you manage digital display ads shown on Facebook. Use Remarketing to drive re-engagements and conversions among existing users or use “lookalike” audiences to acquire new users who look like your best customers.

Edit the date range to see remarketing data for different time periods.

Click here to create a remarketing campaign. Re-engage users who haven’t visited in 30-60 days (churned users) or acquire new users with lookalike audiences. Use the ellipsis to access Exports and Settings.

View your re-engagements by day, week, month, and other time periods. Then, split your report to see how certain conditions effect your app usage.

Find a specific remarketing campaign via the search bar or click the card corresponding to that campaign to view re-engagement data.

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Insert hero page for User Insights

USER INSIGHTSTrack user behavior from the starting line to the finish line. Understand where dropoff points are, reveal predictive insights, and understand your users’ profile composition. Use these insights to help guide changes to your app and your app engagement strategy.

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Click here to create a new Prediction. Define the type of Prediction (churn/conversion) and which event(s) should be associated with it. Select your date range then give your Prediction a name and save your changes.

View the summary cards for individual Predictions. “Click in” to view more granular analytics with actionable insights. Take action on this insights directly from this page.

Analyze Top Related Behaviors that act as theory builders to start thinking about what is causing either churn or conversion.

Use Related User Attributes to find out which types of users are finding the most value in your app or if specific groups of users are more likely to churn.

Use Predictions to forecast how likely app users are to churn or perform conversion events. Leverage these predicted likelihoods to proactively communicate with the right users to reduce churn and increase conversions.

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The Profiles report is where you can upload and export user Profile data and visualize the data that has been uploaded to date.

Gain quick insights into how many users have profile data. This is a helpful way to quickly see if your profile API is working or if you need to upload more profile data via CSV.

Filter your report to include a specific subset of Profile-level data. Profile stats will then be filtered to only include what was defined in the filter.

Use the key to learn how your Profile information is scoped: to a single application or across all apps. Also, find out if the Profile attribute is custom or automatically collected by Localytics.

Click the “Actions” button to Export Profile information to CSV, Export associated Customer IDs, or Upload a CSV containing Profile attributes for specific users.

“Click in” to a specific Profile attribute to view detailed analytics on it.

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Segments let you group users based on observed activity. You can use Segments to filter or split other User Insights and Analytics reports. This allows you to evaluate traits and behaviors that make a certain group unique.

Create a Segment using up to two event conditions. Keep in mind that the second event can be defined as a positive or negative (did/did not perform “xyz” event). Add filters to these conditions to get more granular Segments.

“Click in” to a Segment to see exactly how it is defined and reveal user counts for each defined event condition.

View at-a-glance the name, date range, and events that comprise a Segment, along with a user count for those who qualify for the Segment.

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Every conversion within your app has a starting point and a finish line, often with multiple steps in between. Funnels help you surface the behaviors that drive conversion or abandonment, empowering you to measure and optimize user experience.

Filter your report to include a specific subset of data and see how it effects conversion rates. Edit the date range to see data over different time periods. Create a new Funnel by defining a sequence of events (steps) a user must pass through to perform a final desired “conversion” event (e.g. check out, share on social, upgrade, etc.). You can further focus each step by selecting specific event attributes, dimensions, or custom dimensions. Consider using the “Save” feature to export your Funnel as a PDF, schedule email reports, or add it to a custom dashboard.

“Click in” to a step to see details such as same-day conversion rates and lost vs. converted users. Look at the events performed before this step (for converted users) and events performed after the previous step (for lost users) to see if specific actions drive a user to proceed or drop out of the Funnel.

If you want to view a Funnel you built previously, you can select it from the drop-down menu.

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The Retention report allows you to see how sticky your app is with users. Use the Retention report to gauge user loyalty, see which behaviors drive repeat engagement, and compare retention among cohorts of users.

Cohort (group) users by day, week, or month. Consider using the “Save” feature to export your retention data to CSV or PDF, schedule email reports, or add the report to a custom dashboard.

Choose from regular session-based retention or choose event-based retention to see which events are driving users to have more sessions.

Filter your report to include specific subsets of users and see how the retention data changes. Edit the date range to see data over different time periods.

Read across rows to see how often cohorts of users are returning to the app after their first session.

Read down columns to compare retention between different cohorts. If a specific cohort has higher or lower than average retention rates, start looking into what could explain the change.

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The Lifetime Value (LTV) report provides insights on the value your users generate for your app. You can see the volume and value of transactions that occur over time and which types of users generate the highest LTV.

Filter your report to include a specific subset of data and see how it effects LTV data. Edit the date range to see data over different time periods.

Quickly view summary level LTV metrics to see how your app is performing at generating revenue. The growth numbers show you how the metrics have changed compared to the previous time period (which you set in the upper right corner of the report). Use the “Save” feature to export summary level information to PDF, schedule emails, or add to a custom dashboard.

Choose from a variety of revenue metrics, including average revenue per user, revenue per transaction, and transactions per paying user. Then, split your report to see how certain conditions effect your LTV.

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Insert hero page for ANALYTICS

ANALYTICSHaving the best data is the key to breaking through the noise. Understand who your users are and how they’re using your app.

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The percentages show how the summary metrics have changed between the set date range and the previous period. Hover your mouse over the numbers to view benchmark data.

Choose to view your analytics reports in chart or table format. Consider using the “Save” feature to add to a Custom Dashboard, send daily, weekly, or monthly emails, or download the report as a CSV.

Filter your report to include a specific subset of data and see how it effects usage data. Edit the date range to see data over different time periods.

Choose whether you want to view usage based on sessions or users. Then, split your report to see how certain conditions effect your app usage.

The Usage report is a great place to get a top level understanding of how your app is doing.

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The Engagement report lets you see how much time users are spending in your app and how frequently they are returning.

View session length, session interval (time between sessions), or loyalty (the total number of sessions your users have had). Then, Split your report to see how certain conditions effect your user engagement.

Filter your report to include a specific subset of data and see how it effects user engagement. Edit the date range to see data over different time periods.

Use the summary tab to monitor the median and average duration of sessions in your app.

Choose to view your analytics reports in chart or table format. Consider using the “Save” feature to add to a Custom Dashboard, send daily, weekly, or monthly emails, or download the report as a CSV.

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The Events report allows you to quickly see rich details and trends related to the behaviors you are tracking in your app through event tags.

Choose a metric of Occurrences, Users, or Sessions by Event Name or Event Group. Then, split your report to see how certain conditions effect events defined in your app.

Filter your report to include a specific subset of data and see how it effects event behavior. Edit the date range to see data over different time periods.

Consider using the “Save” feature to add to a Custom Dashboard, send daily, weekly, or monthly emails, or download to a CSV.

Choose to view your event reports in chart or table format.

Sort, search, and click into an event to see tagged attributes and metrics specific to that event.

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The Flows reports allows you to visualize how users navigate through screens in your app. Use this to identify common paths through your app or “dead ends” that cause users to end sessions.

Edit the date range to see data for different time periods.

“Clicking-in” to a specific tile helps visualize where users go after viewing that screen. Pin a screen to show the entire flow from that screen.

Use the “Export to CSV” function to download flow data to your computer.

View Total Occurrences and Exits by Screen to see aggregated counts of each time a user views (or exits from) a particular screen.

Click a specific screen to see sessions lost and preceding screens.

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The Location report gives you visibility into where your app is most popular. View the countries, general areas, and cities where users access your app.

Filter your report to include a specific subset of data and see how it effects user location. Edit the date range to see data over different time periods.

Toggle from Sessions or Users to view data based on known users or from all sessions.

View metrics by Countries and Top Cities to see aggregated counts of Sessions/Users. “Click in” to an area to see more granular usage metrics. You can also “click in” using the map, which is interactive.

Use the “Export to CSV” function to download your Location data to your computer.

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You can build custom dashboards that allow you to view all your most important analytics reports on one screen. You can even apply specific filters to specific charts and tables, saving you time when it comes to analyzing the data.

Use the dropdown menu to select from among your own personal dashboards as well as dashboards that have been shared with you. Edit the date range to see data over different time periods. Consider using the “Save” feature to send daily, weekly, or monthly emails, or export the dashboard as a PDF. Utilize “Actions” to duplicate or delete dashboards.

Click and drag reports to rearrange where they are displayed. Utilize the interactive features within each report to edit the visualization.

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(800) 418-0746 academy@localytics.com 2 Center Plaza Boston, MA 02108

Hopefully you have learned enough about the Dashboard to successfully navigate each page with confidence. For more information on how to get the most out of Localytics, be sure to visit our Documentation website where you will find a variety of resources. There you will find our User Guide, which is a complete manual for Localytics.

We also recommend that you check out our Projects, which are step-by-step guides to completing popular tasks using Localytics.

If you have any difficulties or questions, be sure to consult our FAQs or reach out to your Account Manager.

Best of luck and welcome to Localytics!

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