Tracking

Track customers and events using the iOS SDK

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.

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

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

NameTypeDescription
properties[String: JSONConvertible]Dictionary of event properties.
timestampDoubleUnix timestamp specifying when the event was tracked. Specify nil value to use the current time.
eventType (required)StringName of the event type, for example screen_view.

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")

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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.

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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.

Arguments

NameTypeDescription
customerIds (required)[String: String]Dictionary of customer unique identifiers. Only identifiers defined in the Engagement project are accepted.
properties[String: JSONConvertible]Dictionary of customer properties.
timestampDoubleUnix timestamp specifying when the customer properties were updated. Specify nil value to use the current time.

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)

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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()

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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.

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

NameTypeDescription
token (required)StringString containing the push notification token.

Example

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

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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.

Payments

The SDK tracks in-app purchases automatically.

Track payment

Use the trackPayment() method to track payments manually.

Arguments

NameTypeDescription
properties[String: JSONConvertible]Dictionary of payment properties.
timestampDoubleUnix timestamp specifying when the event was tracked. Specify nil value to use the current time.

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.