Getting Started with Engage

About

Engage

Engage is Urban Airship’s flagship product and fully-featured mobile engagement platform. Design and implement winning mobile strategies with Automated Messages, Personalization, A/B Tests, Message Center, and more.

Web Notify

Web Notify is Urban Airship's Web push notification solution. Engage new website visitors and boost connections with returning visitors with personalized, real-time messaging. Similar to the client-server setup for iOS and Android mobile apps, Web Notify is supported by a JavaScript SDK in the client (browser) application and both the dashboard and the Urban Airship Push API. Read more about Web Push Notifications.

Start Using Engage

Important

Try Engage now, using our 1st Flight app. No development required!

  1. Set up your Urban Airship account.
  2. Add your project in the Engage dashboard. This step includes our Quickstart Guide for SDK integration and provisioning your app or website for push notifications.
  3. Add your mobile device's channel ID to a Test Group.
  4. Send your first test notification.


If you are using Web Notify only:

  1. Integrate Urban Airship with your website by completing this guide.
  2. Send a Web Push Notification.
Note

While anyone should be able to follow these instructions and send a push notification, this is a technical process and should be completed by a developer with access to the proper mobile development tools and credentials for developer programs.

Register and Log In

If you already have a go.urbanairship.com account, log in now and skip to Add Your Project. If you don't already have an account, you will first need to choose a pricing plan. You may get started with the free Starter plan, or sign up for a more feature-rich paid plan.

  1. Choose a pricing plan.

    • Click the Getting Started button for either Starter or Basic, and continue the steps below.
    • If you prefer Essential or Comprehensive, click the Schedule Demo button, and an Urban Airship Account Manager will be in touch with you shortly.
  2. For Starter or Basic packages, enter your information and click the Complete registration button.

  3. Check your inbox for an account activation email, and click the activation link.

  4. Enter a password to complete your account setup.

  5. Click either the Mobile App or Web Notify option.

Add Your Project

When you create a project in the Engage dashboard, you are creating an application record for your iOS or Android app. For Web Notify, your project is your website. Your Urban Airship app record is what we use to generate the required keys you'll need to talk to different push notification services and keep track of your audience, messaging campaigns, analytics, and so forth.

If you just registered and clicked the Mobile App option, you are ready to add your first project.

If you already had an account, click the New Project button in the upper right corner of the dashboard, then continue with the steps below.

Add Your First Project

Anyone can set up an Urban Airship project at this stage, but the next several steps (uploading the push certificate, installing the SDK) will need to be completed by a developer.

  1. Enter your project’s name, set its icon and environment, and select its platforms.
    • Name: Enter a descriptive name for your project. You have the option to change it later.
    • Icon: Optionally upload your icon. This does not have to be the same icon you submit to app marketplaces, but that is the typical practice.
    • Platforms: Click to select all the development platforms for which you plan to integrate Urban Airship. In subsequent steps, you will be asked to provide credentials, e.g., APNs certificate, FCM API key, in order to authenticate with the relevant push providers.
    • Environment: If this is your first time configuring a project for Urban Airship, you should likely choose Development for sending test messages.
  2. Click the New Project button, or cancel to discard. After saving, the next screen will display the Quickstart Guide.
Tip

Name
Some of our customers have only one project, and some have hundreds. If you work in a large organization, keep in mind that other people in your company may need to search for this project, so give it as descriptive a name as possible and adopt a naming convention. Examples: Anytown News iOS - Development, McDowell's Chicago Android - Production.

Environment
Ultimately, you will want to have both a development build for testing and a production build for public release. For more information about development vs. production apps in Urban Airship, see:

Set Up Your First Project

You're now ready to create your first project by following our Quickstart Guide. Follow the step-by-step instructions on each platform tab.

You'll download the SDK, install it in your app or website, upload your certificate, and send a test push for the platform(s) of your choice.

Add Your Channel ID to a Test Group

When sending your test notification, you will choose Test Users as your audience, then select from the Test Groups dropdown menu.

Users are added to a Test Group by entering their channel IDs. You have two options:

Option 1: Speak with one of your developers about getting your device added to a Test Group.

Option 2: Follow the steps in Audience: How to Find Your Device Identifier: Mobile Devices then, add your device to a Test Group.

Tip

Option 2 includes the instructions for using Charles Proxy to expose your Channel ID. Even if you're comfortable with using Charles Proxy, you may want to speak with your developer before you attempt to retrieve your Channel ID yourself. Your app may have been designed with a hidden feature that allows you to quickly retrieve your ID, saving you the difficulty of working with Charles Proxy.

Once your Channel ID has been added to a Test Group, you are ready to proceed to the next section.

Send Your First Notification

This section will walk you through sending your first push notification via our Message workflow. The notification will be a simple, text-based notification sent to a Test Group.

Note

For the purposes of this guide, your Test Group should include mobile devices only. In the following steps, caveats are noted for web browsers in the case that you choose to send to an audience other than Test Users.

  1. Choose your project from the Engage dashboard, then click the Create button, and select the Message workflow.
    Your steps are tracked in the progress header. Completed steps display a green checkmark icon, showing you are ready to proceed. A red (!) icon appears if you need to fix anything. Click a step name to move ahead or to go back and edit.
    Your message's selected conditions are displayed in a Summary on the right side of the window. The Help tab displays information relevant to the current step. Hover over a section to expose a (?) icon. Click the icon, and the Help tab will update with that topic.

  2. Select the radio button for Test Users, choose from the Test Groups dropdown menu, then click Content in the progress header.
    Note

    When composing a message, you have the option to modify which Platforms are included in your audience. Since you have already restricted the message audience to test users only, there is no need to make a change to the selected platforms.


  3. Click the pane for Push Notification, then click the Continue button that appears.
    Note

    If you have included the Web Browser or Windows platforms, Push Notification will be the only message type displayed.

  4. Enter your message in the text field and you will see it in the previewer. Then click Delivery in the progress header.
  5. Click to select Send Now, then click Review & Send in the progress header.
  6. Review the device previewer and message summary. Click the arrows to page through the various previews. The platform and display type are dynamically updated in the dropdown menu above. You can also select a preview directly from the dropdown menu.
  7. Click the Send Message button at the bottom of the window.

If all has been configured correctly, you just sent your first push notification! Because the message was sent to Test Users, you should see the push notification appear on the mobile device(s) defined in your Test Group. If this is not the case, review adding your Channel ID to a Test Group and reattempt the tutorial.

Learn: Messaging

Message Types

Key Topics

Audience

Prediction

Location

Strategy

Learn: Dashboard

Dashboard and Menus

Learn your way around go.urbanairship.com and each menu.

Workflows

A Workflow is a method of creating messages via the dashboard.

Workflow Detail

Actions determine what occurs after a user taps or swipes your message. Automation uses triggers to determine when a message is sent or displayed. Learn about these workflow details, and more. Documentation is grouped by workflow type and the order in which they appear in each workflow.

Message and A/B Test Workflows

Automation Workflow

In-App Automation Workflow

Tutorials: Workflows

Send some messages! Try each of our workflow tutorials.

  • Message — Walks you through all the features and options.
  • Web Notify — For sending to web browsers only.
  • Apple News — For sending Apple News notifications only.
  • A/B Test — Send message variants.
  • Automation — Trigger sending a message based on specific conditions.
  • In-App Automation — Trigger displaying an in-app message based on specific conditions.

Tutorials: Features

Learn: API

Integration

How-To Guides

iOS

Android

Reference