Getting Started with Workflows
Localytics Team
Aaron Sawitsky
Director, Product Marketing
Marc Tollin
Senior Product Manager
Agenda
● A Brief Recap of Workflows
● App Groups & Event Mapping
● Creating Your First Workflow
● Campaign Ideas
● What’s Next?
● Q&A
A Brief Recap of Workflows
Workflows allows
you to:
• Trigger messages
based on user
behavior
• Join data and
send a message
to multiple apps
• Chain messages
Prerequisites
For Using
Workflows
● Your Localytics contract must include a subscription
for Enterprise Push or Enterprise Marketing
● Only users who have their org-level permissions set
to Admin or Creator can access App Group and Event
Mapping settings
● You must have Owner or Marketer app-level
permissions to build a Workflow
App Groups & Event Mapping
App Groups let you include multiple apps in a
Workflow
Event Mapping lets you tell Localytics which
events in your apps mean the same thing
Demonstration
Use Cases
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Abandoned
Cart
Added to Cart
Checkout
Checkout
Onboarding
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Onboarding
App Opened
App Login
App Login
Onboarding
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Upsell
App Opened
What’s Next?
Profiles in Entry Criteria
Campaign Performance Reporting
Support for Liquid Templating
In-App Messages
Questions?

Getting Started with Workflows