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szabist edited this page Jun 11, 2020 · 57 revisions

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Integrate with EMSAppDelegate

Note

The use of this approach is optional, you can follow the steps below to integrate the SDK.

We created an easier solution to integrate Emarsys SDK by inheriting from our EMSAppDelegate. Find our instructions here

Integrate without EMSAppDelegate

1. First steps

Note

Please complete the required steps before proceeding

A Sample Application using the Emarsys SDK is available here. The Sample Application provides examples of how you can use the various features of the Emarsys SDK in a real application and what steps are needed e.g. to be able to receive push messages.

1.1 Initialization

To configure the SDK, the following has to be done in the AppDelegate of the application:

Note

mobileEngageApplicationCode: is needed if you want to use Mobile Engage features

predictMerchantId: is needed if you want to use Predict features

Objective-C
- (BOOL)application:(UIApplication *)application didFinishLaunchingWithOptions:(NSDictionary *)launchOptions {
    EMSConfig *config = [EMSConfig makeWithBuilder:^(EMSConfigBuilder *builder) {
        [builder setMobileEngageApplicationCode:<applicationCode: NSString>];
        [builder setContactFieldId:<contactFieldId: NSNumber>];
        [builder setMerchantId:<predictMerchantId: NSString>];
    }];
    [Emarsys setupWithConfig:config];

    return YES;
}
Swift
func application(_ application: UIApplication, didFinishLaunchingWithOptions launchOptions: [UIApplicationLaunchOptionsKey: Any]?) -> Bool {
    let config = EMSConfig.make { builder in
        builder.setMobileEngageApplicationCode(<applicationCode: String>)
        builder.setContactFieldId(<contactFieldId: Number>)
        builder.setMerchantId(<predictMerchantId: String>)
    }
    Emarsys.setup(with: config)

    return true
}

1.2 setContact

After application setup is finished, you can use setContact method to identify the user with contactFieldValue. Without setContact all events will be tracked as anonymous usage using anonymous contacts for Mobile Engage and will rely on visitor cookies in case of Predict.

Objective-C
[Emarsys setContactWithContactFieldValue:<contactFieldValue: NSString>
                         completionBlock:^(NSError *error) {
                         }];
Swift
Emarsys.setContactWithContactFieldValue(<contactFieldValue: String>) { error in
}

1.3 clearContact

When the user signs out, the clearContact method should be used:

Note

No need to call clearContact every time, even if the user isn't logged in. Just make sure it is called when the user logs out of the application.

Objective-C
[Emarsys clearContactWithCompletionBlock:^(NSError *error) {
}];
Swift
Emarsys.clearContact { error in
}

1.4 trackCustomEvent

If you want to track custom events, the trackCustomEvent method should be used, where the eventName parameter is required, but the other attributes are optional.

Objective-C
[Emarsys trackCustomEventWithName:<eventName: String>
                  eventAttributes:<eventAttributes: NSDictionary<String, String>
                  completionBlock:^(NSError *error) {
                  }];
Swift
Emarsys.trackCustomEvent(withName: <eventName: String>, eventAttributes: <eventAttributes: NSDictionary<String, String>) { error in
}

2. Push

2.1 setPushToken

The pushToken has to be set when it arrives:

Objective-C
- (void)application:(UIApplication *)application didRegisterForRemoteNotificationsWithDeviceToken:(NSData *)deviceToken {
    [Emarsys.push setPushToken:deviceToken
               completionBlock:^(NSError *error) {
               }];
}
Swift
func application(_ application: UIApplication, didRegisterForRemoteNotificationsWithDeviceToken deviceToken: Data) {
    Emarsys.push.setPushToken(deviceToken) { error in
    }
}

2.2 clearPushToken

If you want to remove pushToken for the Contact, you can use clearPushToken.

Objective-C
[Emarsys.push clearPushTokenWithCompletionBlock:^(NSError *error) {
}];
Swift
Emarsys.push.clearPushToken { error in
}

2.3 trackMessageOpen

If you want to track whether the push messages have been opened, the trackMessageOpen method should be used. In the simplest case this call will be in the AppDelegate's didReceiveRemoteNotification:fetchCompletionHandler: method:

Objective-C
-(void)application:(UIApplication *)application didReceiveRemoteNotification:(NSDictionary *)userInfo fetchCompletionHandler:(void (^)(UIBackgroundFetchResult))completionHandler {
    [Emarsys.push trackMessageOpenWithUserInfo:userInfo
                               completionBlock:^(NSError *error) {
                               }];
}
Swift
func application(_ application: UIApplication, didReceiveRemoteNotification userInfo: [AnyHashable: Any], fetchCompletionHandler completionHandler: @escaping (UIBackgroundFetchResult) -> Void) {
    Emarsys.push.trackMessageOpen(userInfo: userInfo) { error in
    }
}

2.4 setSilentMessageEventHandler

In order to react to an event triggered from the silent message, you can register for it using the setSilentMessageEventHandler method. The eventHandler is a callback for silent message event.

Objective-C
[Emarsys.push setSilentMessageEventHandler:<silentMessageEventHandler: id<EMSEventHandler>>];
Swift
Emarsys.push.silentMessageEventHandler = <silentMessageEventHandler: EMSEventHandler>

2.5 handleMessageWithUserInfo

Silent messages arrives in application:didReceivedRemoteNotification:fetchCompletionHandler:, so in order to be able to handle them, call handleMessageWithUserInfo: method there, or inherit your appDelegate from our EMSAppdelegate so we handle it for you.

- (void)         application:(UIApplication *)application
didReceiveRemoteNotification:(NSDictionary *)userInfo
      fetchCompletionHandler:(void (^)(UIBackgroundFetchResult result))completionHandler {
    [Emarsys.push handleMessageWithUserInfo:userInfo];
    completionHandler(UIBackgroundFetchResultNewData);
}
override func application(_ application: UIApplication, didReceiveRemoteNotification userInfo: [AnyHashable : Any], fetchCompletionHandler completionHandler: @escaping (UIBackgroundFetchResult) -> Void) {
        Emarsys.push.handleMessage(userInfo: userInfo)
        completionHandler(.newData)
    }

3. InApp

3.1 pause

When a critical activity starts and should not be interrupted by InApp, pause InApp messages.

Objective-C
[Emarsys.inApp pause];
Swift
Emarsys.inApp.pause()

3.2 resume

In order to show inApp messages after being paused, use the resume method.

Objective-C
[Emarsys.inApp resume];
Swift
Emarsys.inApp.resume()

3.3 setEventHandler

In order to react to an event triggered from the InApp message, you can register for it using the setEventHandler method. The eventHandler is a callback for an InApp message event.

Objective-C
[Emarsys.inApp setEventHandler:<eventHandler: id<EMSEventHandler>>];
Swift
Emarsys.inApp.eventHandler = <eventHandler: EMSEventHandler>

4. Predict

We won't go into the details to introduce how Predict works, and what its capabilities are, but here we aim to explain the mapping between the Predict commands and our interface. Please visit Predict's documentation for more details.

4.1 Initialization

To use the Predict functionality, you have to setup your merchantId during the initialization of the SDK. In order to track Predict events, you can use the methods available on our Predict interface.

4.2 trackCart

When you want to track the cart items in the basket you can call the trackCart method with a list of CartItems. CartItem is an interface that can be used in your application for your own CartItems and then simply use the same items with the SDK.

Objective-C
[Emarsys.predict trackCartWithCartItems:<cartItems: NSArray<EMSCartItem *> *>];
Swift
Emarsys.predict.trackCart(withCartItems: <cartItems: Array<EMSCartItem>>)

4.3 trackPurchase

To report a purchase event you should call trackPurchase with the items purchased and with an orderId.

Objective-C
[Emarsys.predict trackPurchaseWithOrderId:<orderId: NSString>
                                    items:<cartItems: NSArray<EMSCartItem *> *>];
Swift
Emarsys.predict.trackPurchase(withOrderId: <orderId: String>, items: <cartItems: Array<EMSCartItem>>)

4.4 trackItemView

If an item was viewed use the trackItemView method with an itemId.

Objective-C
[Emarsys.predict trackItemViewWithItemId:<itemId: NSString>];
Swift
Emarsys.predict.trackItemView(withItemId: <itemId: String>)

4.5 trackCategoryView

When the user navigates between the categories you should call trackCategoryView in every navigation. Be aware to send categoryPath in the required format. Please visit Predict's documentation for more information.

Objective-C
[Emarsys.predict trackCategoryViewWithCategoryPath:<categoryPath: NSString>];
Swift
Emarsys.predict.trackCategoryView(withCategoryPath:<categoryPath: String>)

4.6 trackSearchTerm

To report search terms entered by the contact use trackSearchTerm method.

Objective-C
[Emarsys.predict trackSearchWithSearchTerm:<searchTerm: NSString>];
Swift
Emarsys.predict.trackSearch(withSearchTerm: <searchTerm: String>)

4.7 trackTag

To track custom tags, use the trackTag method, where the eventName parameter is required, but the attributes is optional.

Objective-C
[Emarsys.predict trackTag:<tag: NSString>
           withAttributes:<attributes: NSDictionary<NSString, NSString>];
Swift
Emarsys.predict.trackTag(<tag: String>, withAttributes: <attributes: [String: String]?>)

4.8 recommendProducts

With the Emarsys SDK you can ask for product recommendations based on different recommendation logics.

Note

recommendProducts is also going to track the value attached to the logic on the backend, so no additional tracking needed when using recommendations!

4.8.1 recommendationLogic

This is a required parameter of the recommendProducts method. The currently supported logics are:

  • SEARCH - based on searchTerm
  • CART - based on cartItems
  • RELATED - based on itemViewId
  • CATEGORY - based on categoryPath
  • ALSO_BOUGHT - based on itemViewId
  • POPULAR - based on categoryPath
  • PERSONAL - based on current browsing and activity
  • HOME - based on most recent browsing behaviour

Note

For more information of the recommender logics, please visit [the official documentation].(https://help.emarsys.com/hc/en-us/articles/115004662189-Web-Recommender-logics "The Official Documentation")

You can pass the values to the chosen recommendation logic, but if you leave it empty, the SDK handles it and uses the last tracked values.

4.8.2 recommendationFilters

This is an optional parameter of the recommendProducts method. You can filter product recommendations with the SDK by building RecommendationFilters. There are two types of filters: Exclude or Include. In every case there are four types of comparators you can use to compare your chosen field to expectationValue:

  • isValue - checking if the field is matching the value
  • inValues - any of the values has a match with the field
  • hasValue - One of the field values is equal to expectation value (applicable only to fields containing multiple values)
  • overlapsValues - One or more of the field values are found in expectation values (applicable only to fields containing multiple values)

For further information please check the Predict documentation

4.8.3 limit

This is an optional parameter of the recommendProducts method.

You can limit the number of recommended products received by defining a limit. This is an optional parameter, by default it's value is 5.

4.8.4 productsBlock

This is a required parameter of the recommendProducts method.

The SDK is going to retrieve recommended products via it's productsBlock

Objective-C
[Emarsys.predict recommendProductsWithLogic:[EMSLogic searchWithSearchTerm:@"shirt"]
                                                            filters:@[[EMSRecommendationFilter excludeFilterWithField:@"category"
                                                                                                              isValue:@"women"]]
                                                              limit:@10
                                                      productsBlock:^(NSArray<EMSProduct *> *products, NSError *error) {
                                                          if (products) {
                                                              for (EMSProduct *product in products) {
                                                                  NSLog([product description]);
                                                              }
                                                          } else {
                                                              NSLog(error.localizedDescription);
                                                          }
                                                      }];
Swift
Emarsys.predict.recommendProducts(with: EMSLogic.search(withSearchTerm: "shirt"), filters: [EMSRecommendationFilter.excludeFilter(withField: "category", isValue: "women")], limit: 10) { products, error in
            if let products = products {
                for product in products {
                    print("\(product)")
                }
            } else if let error = error {
                print("\(error.localizedDescription)")
            }
        }

4.9 trackRecommendationClick

The Emarsys SDK doesn't track automatically recommendationClicks, so you have to call manually trackRecommendationClick when an interaction happens with any of the recommended products.

Objective-C
[Emarsys.predict trackRecommendationClick:<product: EMSProduct>];
Swift
Emarsys.predict.trackRecommendationClick(<product: EMSProduct>)

4.10 variants

Variants are used by the HOME and PERSONAL logic types. By adding a list of Strings used as suffixes to logic names, recommendations are grouped by the variants provided.

5. DeepLink

Note

Please check our DeepLink page for more information.

In order to track email link clicks that open the application directly with the Emarsys SDK, you need to call trackDeepLink in your AppDelegate's application:continueUserActivity:restorationHandler: method.

Objective-C
-  (BOOL)application:(UIApplication *)application
continueUserActivity:(NSUserActivity *)userActivity
  restorationHandler:(void (^)(NSArray *__nullable restorableObjects))restorationHandler {
    return [Emarsys trackDeepLinkWith:userActivity sourceHandler:^(NSString *source) {
        NSLog([NSString stringWithFormat:@"Source url: %@", source]);
    }];
}
Swift
func application(_ application: UIApplication, continue userActivity: NSUserActivity, restorationHandler: @escaping ([Any]?) -> Void) -> Bool {
    return Emarsys.trackDeepLink(with: userActivity, sourceHandler: { url in
        if let source = url {
            print(source)
        }
    })
}

The (BOOL) return value of Emarsys.trackDeepLink indicates whether the UserActivity contained a Mobile Engage email deep link and whether it was handled by the SDK.

The first parameter is the UserActivity that comes from the AppDelegate’s application:continueUserActivity:restorationHandler: method.

The second parameter is optional, it is a closure/block that provides the source Url that was extracted from the UserActivity.

For more information, read the relevant iOS documentation.

6. ApplicationCode and merchantId change

Emarsys SDK provides a solution for applicationCode and merchantId change in a convenient way without restarting the SDK. Please check our Config page for more information.

7. Inbox

Note

Under Development Please be aware that the Inbox feature is under development and therefore should not be included in any SDK integration at present. We estimate that we will be able to accept pilot clients for this feature by Q3 2020.

7.1 Device Centric Inbox

7.1.1 fetchNotifications

In order to receive the inbox content, you can use the fetchNotifications method.

Objective-C
[Emarsys.inbox fetchNotificationsWithResultBlock:^(EMSNotificationInboxStatus *inboxStatus, NSError *error) {
    if (error) {
        NSLog(error);
    } else {
        NSLog(inboxStatus.notifications);
        NSLog(inboxStatus.badgeCount);
    }
}];
Swift
Emarsys.inbox.fetchNotifications { status, error in
    if let error = error {
        print(error as Any)
    } else if let status = status {
        print("Notifications: \(status.notifications) badgeCount: \(status.badgeCount)")
    }
}

7.1.2 resetBadgeCount

When your user opened the application inbox, you might want to reset the unread count (badge). To do so, you can use the resetBadgeCount method.

Objective-C
[Emarsys.inbox resetBadgeCountWithCompletionBlock:^(NSError *error) {
}];
Swift
Emarsys.inbox.resetBadgeCount { error in
}

7.1.3 trackNotificationOpen

To track the notification opens in inbox, use the following trackNotificationOpen method.

Objective-C
[Emarsys.inbox trackNotificationOpenWithNotification:<notification: EMSNotification>
                                     completionBlock:^(NSError *error) {
}];
Swift
Emarsys.inbox.trackNotificationOpen(with: <notification: EMSNotification>) { error in
}

7.2. MessageInbox

User centric inbox solution.

7.2.1 fetchMessages

In order to receive the messageInbox content, you can use the fetchMessages method.

Objective-C
[Emarsys.messageInbox fetchMessagesWithResultBlock:^(EMSInboxResult *inboxResult, NSError *error) {
    if (error) {
        NSLog(error);
    } else {
        NSLog(inboxResult.messages);
    }
}];
Swift
Emarsys.messageInbox.fetchMessages { inboxResult, error in
    if let error = error {
        print(error as Any)
    } else if let inboxResult = inboxResult {
        print("Messages: \(inboxResult.messages)")
    }
}

7.2.2 addTag

To label a message with a tag, you can use addTag method. (for example: "READ", "SEEN" etc)

Objective-C
[Emarsys.messageInbox addTag:<tag: String>
                      forMessage:<messageId: String>
                 completionBlock:^(NSError *error) {
                        if (error) {
                            NSLog(error);
                        }
                 }];
Swift
Emarsys.messageInbox.addTag(<tag: String>, forMessage:<messageId: String>) { error in
    if let error = error {
        print("Error: \(error.localizedDescription)")
    }
}

7.2.3 removeTag

To remove a label from a message, you can use removeTag method.

Objective-C
[Emarsys.messageInbox removeTag:<tag: String>
                      fromMessage:<messageId: String>
                 completionBlock:^(NSError *error) {
                        if (error) {
                            NSLog(error);
                        }
                 }];
Swift
Emarsys.messageInbox.remove(<tag: String>, fromMessage: <messageId: String>) { error in
    if let error = error {
        print("Error: \(error.localizedDescription)")
    }
}

8. Geofence

PILOT VERSION

Note The Geofence feature is still in pilot phase, please only use it if you have a pilot service order in place! If you need help with piloting, please contact István Szabó, PM of SDK @ Emarsys.

Geofence makes it available to trigger certain actions based on the users location. When the user enters a predefined region (represented by latitude, longitude and radius) EmarsysSDK fires a customEvent which can trigger an action for example a push notification. This requires permission for background locations from the user.

Note

Based on our experiences so far, the accuracy of geofencing is inconsistent and can be different based on device types and the environment of usage. We recommend to use at least 50m of radius, to ensure that the triggers happen. Based on the Apple documentation only 20 geofences/app can be used, so please be aware that our current geofencing solution is only works well when there is no other geofencing solution used in the application.

Requirements

For the location permissions the applications Info.plist must be extended with the following keys:

<key>NSLocationAlwaysAndWhenInUseUsageDescription</key>
<string>AlwaysUsage is a must have for region monitoring (or some description of your choice)</string>
<key>NSLocationWhenInUseUsageDescription</key>
<string>AlwaysUsage is a must have for region monitoring (or some description of your choice)</string>

Make sure that your app is requesting the required permissions from the user. To make it easier, you can call our requestAlwaysAuthorization method.

8.1 enable

The enable method is responsible for the activation of this feature

Objective-C
[Emarsys.geofence enableWithcompletionBlock:^(NSError *error) {
                        if (error) {
                            NSLog(error);
                        }
                 }];
Swift
Emarsys.geofence.enable { error in
    if let error = error {
        print("Error: \(error.localizedDescription)")
    }
}

8.2 disable

The disable method is responsible for disabling this feature

Objective-C
[Emarsys.geofence disable];
Swift
Emarsys.geofence.disable()

8.3 isEnabled

The isEnabled method returns if the geofencing is currently enabled or not

Objective-C
[Emarsys.geofence isEnabled];
Swift
Emarsys.geofence.isEnabled()

8.4 setEventHandler

In order to react to an event triggered by a geofence, you can register for it using the setEventHandler method. The eventHandler is a callback for a Geofence event.

Objective-C
[Emarsys.geofence setEventHandler:<eventHandler: id<EMSEventHandler>>];
Swift
Emarsys.geofence.eventHandler = <eventHandler: EMSEventHandler>

8.5 requestAlwaysAuthorization

The requestAlwaysAuthorization method is responsible for asking the required permissions from the user. Calling this method is not necessary, if your app already asked the user for the permissions.

Objective-C
[Emarsys.geofence requestAlwaysAuthorization];
Swift
Emarsys.geofence.requestAlwaysAuthorization()
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