Tracking

You can track events in Engagement to learn more about your app’s usage patterns and to segment your customers by their interactions.

By default, the SDK tracks certain events automatically, including:

• Installation (after app installation and after invoking anonymize)
• User session start and end
• Banner event for showing an in-app message or content block

Additionally, you can track any custom event relevant to your business.

📘

Also see Mobile SDK tracking FAQ at Bloomreach Support Help Center.

❗️

Protect the privacy of your customers

Make sure you have obtained and stored tracking consent from your customer before initializing Exponea iOS SDK.

To ensure you're not tracking events without the customer's consent, you can use Exponea.shared.clearLocalCustomerData(appGroup: String) when a customer opts out from tracking (this applies to new users or returning customers who have previously opted out). This will bring the SDK to a state as if it was never initialized. This option also prevents reusing existing cookies for returning customers.

Refer to Clear local customer data for details.

If customer denied tracking consent after Exponea iOS SDK is initialized, you can use Exponea.shared.stopIntegration() to stop SDK integration and remove all locally stored data.

Refer to Stop SDK integration for details.

Events

Track event

Use the trackEvent() method to track any custom event type relevant to your business.

You can use any name for a custom event type. We recommended using a descriptive and human-readable name.

Refer to the Custom events documentation for an overview of commonly used custom events.

Arguments

Examples

Imagine you want to track which screens a customer views. You can create a custom event screen_view for this.

First, create a dictionary with properties you want to track with this event. In our example, you want to track the name of the screen, so you include a property screen_name along with any other relevant properties:

let properties: [String: JSONConvertible] = [
    "screen_name": "dashboard", 
    "other_property": 123.45
]

Pass the dictionary to trackEvent() along with the eventType (screen_view) as follows:

Exponea.shared.trackEvent(properties: properties, 
    timestamp: nil, 
    eventType: "screen_view")

The second example below shows how you can use a nested JSON structure for complex properties if needed:

let properties: [String: JSONConvertible] = [
    "purchase_status": "success",
    "product_list": [
        ["product_id": "abc123", "quantity": 2],
        ["product_id": "abc456", "quantity": 1]
    ],
    "total_price": 7.99,
]
Exponea.shared.trackEvent(properties: properties,
        timestamp: nil,
        eventType: "purchase")

👍

Optionally, you can provide a custom timestamp if the event happened at a different time. By default, the current time will be used.

Customers

Identifying your customers allows you to track them across devices and platforms, improving the quality of your customer data.

Without identification, events are tracked for an anonymous customer, only identified by a cookie. Once the customer is identified by a hard ID, these events will be transferred to a newly identified customer.

👍

Keep in mind that, while an app user and a customer record can be related by a soft or hard ID, they are separate entities, each with their own lifecycle. Take a moment to consider how their lifecycles relate and when to use identify and anonymize.

Identify

Use the identifyCustomer() method to identify a customer using their unique hard ID.

The default hard ID is registered and its value is typically the customer's email address. However, your Engagement project may define a different hard ID.

Optionally, you can track additional customer properties such as first and last names, age, etc.

❗️

Although it's possible to use identifyCustomer with a soft ID, developers should use caution when doing this. In some cases (for example, after using anonymize), this can unintentionally associate the current user with an incorrect customer profile.

❗️

The SDK stores data, including customer hard ID, in a local cache on the device. Removing the hard ID from the local cache requires calling anonymize in the app.
If the customer profile is anonymized or deleted in the Bloomreach Engagement webapp, subsequent initialization of the SDK in the app can cause the customer profile to be reidentified or recreated from the locally cached data.

Always use a hard ID to identify a customer. Using a soft ID with identifyCustomer could unintentionally cause the customer to be associated with an incorrect profile.

Arguments

Examples

First, create a dictionary containing at least the customer's hard ID:

let customerIds: [String: JSONConvertible] = [
    "registered": "[email protected]"
]

Optionally, create a dictionary with additional customer properties:

let properties: [String: JSONConvertible] = [
    "first_name": "Jane",
    "last_name": "Doe",
    "age": 32 
]

Pass the customerIds and properties dictionaries to identifyCustomer():

Exponea.identifyCustomer(customerIds: customerIds,
    properties: properties,
    timestamp: nil)

If you only want to update the customer ID without any additional properties, you can pass an empty dictionary literal for properties:

Exponea.identifyCustomer(customerIds: customerIds,
    properties: [:],
    timestamp: nil)

👍

Optionally, you can provide a custom timestamp if the identification happened at a different time. By default the current time will be used.

Anonymize

Use the anonymize() method to delete all information stored locally and reset the current SDK state. A typical use case for this is when the user signs out of the app.

Invoking this method will cause the SDK to:

• Remove the push notification token for the current customer from local device storage and the customer profile in Engagement.
• Clear local repositories and caches, excluding tracked events.
• Track a new session start if automaticSessionTracking is enabled.
• Create a new customer record in Engagement (a new cookie soft ID is generated).
• Assign the previous push notification token to the new customer record.
• Preload in-app messages, in-app content blocks, and app inbox for the new customer.
• Track a new installation event for the new customer.

You can also use the anonymize method to switch to a different Engagement project. The SDK will then track events to a new customer record in the new project, similar to the first app session after installation on a new device.

Examples

Exponea.shared.anonymize()

Switch to a different project:

Exponea.shared.anonymize(
    exponeaProject: ExponeaProject(
        baseUrl: "https://api.exponea.com",
        projectToken: "YOUR PROJECT TOKEN",
        authorization: .token("YOUR API KEY"),
    ),
    projectMapping: nil
)

Sessions

The SDK tracks sessions automatically by default, producing two events: session_start and session_end.

The session represents the actual time spent in the app. It starts when the application is launched and ends when it goes into the background. If the user returns to the app before the session times out, the application will continue the current session.

The default session timeout is 60 seconds. Set sessionTimeout in the SDK configuration to specify a different timeout.

Track session manually

To disable automatic session tracking, set automaticSessionTracking to false in the SDK configuration.

Use the trackSessionStart() and trackSessionEnd() methods to track sessions manually.

Examples

Exponea.shared.trackSessionStart()

👍

The default behavior for manually calling Exponea.shared.trackSessionStart() multiple times can be controlled by the manualSessionAutoClose flag in the Configuration, which is set to true by default. If a previous session is still open (i.e., it hasn’t been manually closed with Exponea.shared.trackSessionEnd()) before Exponea.shared.trackSessionStart() is called again, the SDK will automatically track a sessionEnd for the previous session and then trigger a new sessionStart event. To prevent this behavior, set the manualSessionAutoClose flag in the Configuration to false.

Exponea.shared.trackSessionEnd()

Push notifications

If developers integrate push notification functionality in their app, the SDK automatically tracks the push notification token by default.

In the SDK configuration, you can disable automatic push notification tracking by setting the Boolean value of the pushNotificationTracking property to false. It is then up to the developer to manually track push notifications.

❗️

The behavior of push notification tracking may be affected by the tracking consent feature, which in enabled mode requires explicit consent for tracking. Refer to the consent documentation for details.

Track token manually

Use the trackPushToken() method to manually track the token for receiving push notifications. The token is assigned to the currently logged-in customer (with the identifyCustomer method).

Invoking this method will track a push token immediately regardless of the value of tokenTrackFrequency (refer to the Configuration documentation for details).

Each time the app becomes active, the SDK calls verifyPushStatusAndTrackPushToken and tracks the token.

Arguments

Example

Exponea.shared.trackPushToken("value-of-push-token")

❗️

Remember to invoke anonymize whenever the user signs out to ensure the push notification token is removed from the user's customer profile. Failing to do this may cause multiple customer profiles share the same token, resulting in duplicate push notifications.

Track push notification delivery manually

Use the trackPushReceived() method to manually track push notification delivery.

You can pass either the notification data or the user info as argument.

Arguments

or:

Example

Passing notification data as argument:

func trackPushNotifReceived() {
    let notifContent = UNMutableNotificationContent()
    notifContent.title = "Example title"
    // ... and anything you need, but only `userInfo` is required for tracking
    notifContent.userInfo = [
        "url": "https://example.com/ios",
        "title": "iOS Title",
        "action": "app",
        "message": "iOS Message",
        "image": "https://example.com/image.jpg",
        "actions": [
            ["title": "Action 1", "action": "app", "url": "https://example.com/action1/ios"],
            ["title": "Action 2", "action": "browser", "url": "https://example.com/action2/ios"]
        ],
        "sound": "default",
        "aps": [
            "alert": ["title": "iOS Alert Title", "body": "iOS Alert Body"],
            "mutable-content": 1
        ],
        "attributes": [
            "event_type": "campaign",
            "campaign_id": "123456",
            "campaign_name": "iOS Campaign",
            "action_id": 1,
            "action_type": "mobile notification",
            "action_name": "iOS Action",
            "campaign_policy": "policy",
            "consent_category": "General consent",
            "subject": "iOS Subject",
            "language": "en",
            "platform": "ios",
            "sent_timestamp": 1631234567.89,
            "recipient": "[email protected]"
        ],
        "url_params": ["param1": "value1", "param2": "value2"],
        "source": "xnpe_platform",
        "silent": false,
        "has_tracking_consent": true,
        "consent_category_tracking": "iOS Consent"
    ]
    Exponea.shared.trackPushReceived(content: notifContent)
}

Passing user info as argument:

func trackPushNotifReceived() {
    let userInfo: [AnyHashable: Any] = [
        "url": "https://example.com/ios",
        "title": "iOS Title",
        "action": "app",
        "message": "iOS Message",
        "image": "https://example.com/image.jpg",
        "actions": [
            ["title": "Action 1", "action": "app", "url": "https://example.com/action1/ios"],
            ["title": "Action 2", "action": "browser", "url": "https://example.com/action2/ios"]
        ],
        "sound": "default",
        "aps": [
            "alert": ["title": "iOS Alert Title", "body": "iOS Alert Body"],
            "mutable-content": 1
        ],
        "attributes": [
            "event_type": "campaign",
            "campaign_id": "123456",
            "campaign_name": "iOS Campaign",
            "action_id": 1,
            "action_type": "mobile notification",
            "action_name": "iOS Action",
            "campaign_policy": "policy",
            "consent_category": "General consent",
            "subject": "iOS Subject",
            "language": "en",
            "platform": "ios",
            "sent_timestamp": 1631234567.89,
            "recipient": "[email protected]"
        ],
        "url_params": ["param1": "value1", "param2": "value2"],
        "source": "xnpe_platform",
        "silent": false,
        "has_tracking_consent": true,
        "consent_category_tracking": "iOS Consent"
    ]
    Exponea.shared.trackPushReceived(userInfo: userInfo)
}

Track push notification click manually

Use the trackPushOpened() method to manually track push notification clicks.

Arguments

Example

func trackPushNotifClick() {
    let userInfo: [AnyHashable: Any] = [
        "url": "https://example.com/ios",
        "title": "iOS Title",
        "action": "app",
        "message": "iOS Message",
        "image": "https://example.com/image.jpg",
        "actions": [
            ["title": "Action 1", "action": "app", "url": "https://example.com/action1/ios"],
            ["title": "Action 2", "action": "browser", "url": "https://example.com/action2/ios"]
        ],
        "sound": "default",
        "aps": [
            "alert": ["title": "iOS Alert Title", "body": "iOS Alert Body"],
            "mutable-content": 1
        ],
        "attributes": [
            "event_type": "campaign",
            "campaign_id": "123456",
            "campaign_name": "iOS Campaign",
            "action_id": 1,
            "action_type": "mobile notification",
            "action_name": "iOS Action",
            "campaign_policy": "policy",
            "consent_category": "General consent",
            "subject": "iOS Subject",
            "language": "en",
            "platform": "ios",
            "sent_timestamp": 1631234567.89,
            "recipient": "[email protected]"
        ],
        "url_params": ["param1": "value1", "param2": "value2"],
        "source": "xnpe_platform",
        "silent": false,
        "has_tracking_consent": true,
        "consent_category_tracking": "iOS Consent"
    ]
    Exponea.shared.trackPushOpened(with: userInfo)
}

Clear local customer data

Your application should always ask customers for consent to track their app usage. If the customer consents to tracking events at the application level but not at the personal data level, using the anonymize() method is usually sufficient.

If the customer doesn't consent to any tracking, it's recommended not to initialize the SDK at all.

If the customer asks to delete personalized data, use the clearLocalCustomerData(appGroup: String) method to delete all information stored locally before SDK is initialized.

The customer may also revoke all tracking consent after the SDK is fully initialized and tracking is enabled. In this case, you can stop SDK integration and remove all locally stored data using the stopIntegration method.

Invoking this method will cause the SDK to:

• Remove the push notification token for the current customer from local device storage.
• Clear local repositories and caches, including all previously tracked events that haven't been flushed yet.
• Clear all session start and end information.
• Remove the customer record stored locally.
• Clear any previously loaded in-app messages, in-app content blocks, and app inbox messages.
• Clear the SDK configuration from the last invoked initialization.
• Stop handling of received push notifications.
• Stop tracking of deep links and universal links (your app's handling of them isn't affected).

Stop SDK integration

❗️ App group must be same for configuration and NotificationServices ❗️

• otherwise received push could be tracked

Your application should always ask the customer for consent to track their app usage. If the customer consents to tracking of events at the application level but not at the personal data level, using the anonymize() method is normally sufficient.

If the customer doesn't consent to any tracking before the SDK is initialized, it's recommended that the SDK isn't initialized at all. For the case of deleting personalized data before SDK initialization, see more info in the usage of the clearLocalCustomerData method.

The customer may also revoke all tracking consent later, after the SDK is fully initialized and tracking is enabled. In this case, you can stop SDK integration and remove all locally stored data by using the Exponea.shared.stopIntegration() method.

Use the stopIntegration() method to delete all information stored locally and stop the SDK if it is already running.

Invoking this method will cause the SDK to:

• Remove the push notification token for the current customer from local device storage.
• Clear local repositories and caches, including all previously tracked events that were not flushed yet.
• Clear all session start and end information.
• Remove the customer record stored locally.
• Clear any In-app messages, In-app content blocks, and App inbox messages previously loaded.
• Clear the SDK configuration from the last invoked initialization.
• Stop handling of received push notifications.
• Stop tracking of Deep links and Universal links (your app's handling of them is not affected).

If the SDK is already running, invoking of this method also:

• Stops and disables session start and session end tracking even if your application tries later on.
• Stops and disables any tracking of events even if your application tries later on.
• Stops and disables any flushing of tracked events even if your application tries later on.
• Stops displaying of In-app messages, In-app content blocks, and App inbox messages.
• Already displayed messages are dismissed.
• Please validate dismiss behaviour if you customized the App Inbox UI layout.

After invoking the stopIntegration() method, the SDK will drop any API method invocation until you initialize the SDK again.

Use cases

Correct usage of the stopIntegration() method depends on the use case, so consider all scenarios.

Stop the SDK but upload tracked data

The SDK caches data (such as sessions, events, and customer properties) in an internal local database and periodically sends them to Bloomreach Engagement. These data are kept locally if the device has no network or if you configured SDK to upload them less frequently.

Invoking the stopIntegration() method will remove all these locally stored data that may not be uploaded yet. To avoid loss of these data, request to flush them before stopping the SDK:

// SDK is init with flush
Exponea.shared.configure(...)
Exponea.shared.flushData()
// Stop integration
Exponea.shared.stopIntegration()

Stop the SDK and wipe all tracked data

The SDK caches data (such as sessions, events, and customer properties) in an internal local database and periodically sends them to the Bloomreach Engagement app. If the device has no network or if you configured the SDK to upload them less frequently, these data are kept locally.

You may face the use case where the customer gets removed from the Bloomreach Engagement platform, and subsequently, you want to remove them from local storage too.

Please do not initialize the SDK in this case. Depending on your configuration, the SDK may upload the stored tracked events. This may lead to the customer's profile being recreated in Bloomreach Engagement. Stored events may have been tracked for this customer, and uploading them will result in the recreation of the customer profile based on the assigned customer IDs.

To prevent this from happening, invoke stopIntegration() immediately without initializing the SDK:

Exponea.shared.stopIntegration()

This results in all previously stored data being removed from the device. The next SDK initialization will be considered a fresh new start.

Stop the already running SDK

The method stopIntegration() can be invoked anytime on a configured and running SDK.

This can be used in case the customer previously consented to tracking but revoked their consent later. You may freely invoke stopIntegration() with immediate effect.

// User gave you permission to track
Exponea.shared.configure(...)

// Later, user decides to stop tracking
Exponea.shared.stopIntegration()

This results in the SDK stopping all internal processes (such as session tracking and push notifications handling) and removing all locally stored data.

Please be aware that stopIntegration() stops any further tracking and flushing of data. If you need to upload tracked data to Bloomreach Engagement, then flush them synchronously before stopping the SDK.

Customer denies tracking consent

It is recommended to ask the customer for tracking consent as soon as possible in your application. If the customer denies consent, please do not initialize the SDK at all.

❗️ AppInbox remove after stopIntegration()
Add a callback to your viewController with AppInboxButton

IntegrationManager.shared.onIntegrationStoppedCallbacks.append { [weak self] in
    self?.appInboxButton.removeFromSuperview()
    self?.view.layoutIfNeeded()
}

❗️ Stop receiving push after stopIntegration()
You have to override the method in ExponeaAppDelegate

    func userNotificationCenter(
        _ center: UNUserNotificationCenter,
        willPresent notification: UNNotification,
        withCompletionHandler completionHandler: @escaping (UNNotificationPresentationOptions) -> Void
    ) {
        super.userNotificationCenter(.....)
        
        // your code if needed
    }
}

If you can't override this method and call super, make sure you add if to your method

if IntegrationManager.shared.isStopped && Exponea.isExponeaNotification(userInfo: notification.request.content.userInfo) {
    Exponea.logger.log(.error, message: "Will present wont finish, SDK is stopping")
    UNUserNotificationCenter.current().removeDeliveredNotifications(withIdentifiers: [notification.request.identifier])
    completionHandler([])
}

Payments

The SDK tracks in-app purchases automatically.

Track payment

Use the trackPayment() method to track payments manually.

Arguments

Example

Exponea.shared.trackPayment(
  properties: [
      "productId": "123", 
      "currency": "USD", 
      "price": 123.45, 
      "quantity": 2
  ]
  timestamp: nil
)

Default properties

You can configure default properties to be tracked with every event. Note that the value of a default property will be overwritten if the tracking event has a property with the same key.

Refer to defaultProperties in the Configuration documentation for details.

After initializing the SDK, you can change the default properties using the Exponea.shared.defaultProperties() method.