Tracking and Reminders in AWS Amplify
Track which features your users use in AWS Amplify and send them emails, push-notifications and SMS based on their behavior.
In this tutorial, you are going to learn how you can use the analytics category from AWS Amplify together with AWS Pinpoint to understand and engage your users.
Note: This article was first posted on my blog. I publish each article two weeks later on Medium. You might want to subscribe to my newsletter because you will get content like this earlier! 💌
Another Note: This post is a tutorial for intermediates. Do you want to learn how to accelerate the creation of your projects using Amplify 🚀? For beginners, I recommend checking out Nader Dabit’s free course on egghead, or Amplify’s ‘Getting Started’ to learn the basics.
If you’re running a company, it’s essential to know your metrics. Let’s suppose you have a brand new feature for your website, PWA or mobile app. How do you know that your users are enjoying it? And how do you remind them to keep using your app 🤔?
With AWS Amplify, you can easily track your users’ activity. And AWS Pinpoint allows you to send them engaging, customized and relevant messages. With relevant I mean being right about the conversation you have, the audience you target and the place and time you choose to interact. Let’s learn how to do this in React.
Set Up
If you want to code along follow the steps here. If not, make sure to at least look at the routing before you skip to “Tracking”.
We start by creating a new React app.
npx create-react-app tracking-example && cd tracking-exampleNext, install AWS Amplify and React Router.
yarn add aws-amplify aws-amplify-react react-router-domOptionally, add your favorite linting packages and PropTypes.
yarn add --dev prop-types eslint-plugin-simple-import-sort eslint-config-prettierIf you did, add .eslintrc.json.
Then in src/ delete logo.svg and App.css and change App.js to reflect the following.
Initializing Amplify
Run amplify init to initialize your project. Answer all the questions with your information.
When asked “Do you want to use an AWS profile?” choose “Yes” if you already have one and pick it. We also need to configure Amplify in src/index.js.
Auth
We want to distinguish who did what. Therefore we need user profiles. To add authentication, run amplify add auth. When asked, choose "Default Configuration" and "Email". Run amplify push to upload your changes to the cloud.
Wrap your <App /> component within src/App.js in the withAuthenticator HOC.
Start your React app ( yarn start) and create an account.
Routing
Our app is going to have two features, Todos and Notes. We want to track how often a user uses a given feature. To do that we are going to add three Routes to src/App.js, one for Home and one for each feature.
Tracking
Now that our app is set up, let’s start tracking it 🔥. Add Amplify’s analytics to your app.
amplify add analyticsWhen asked whether unauthenticated users can send events, choose “Yes.” Run amplify push to update your backend.
AWS Amplify is pretty awesome. By default, this set up already tracks user sessions and authentication events. You can view the recorded data in the AWS Pinpoint console. Note that sometimes it takes a couple of minutes until you can see the recently registered events. This can lead to confusion when you try out your own code and want to check whether it tracks events correctly. Make sure to wait at least 5 minutes before you rule out that your code is wrong. Within that time frame, your events can still appear in the console. If they aren’t after that much time, then you might have made a mistake.
Custom Events
Now you can record custom events by invoking the record method and passing it an event object. If you want to use Analytics, you need to import the module manually.
A custom event object must have at least a value for the name key. Optionally, it can have an attributes and a metric key. Both contain another object. With attributes you can add additional attributes to the event which must be of type string and metrics lets you add keys whose values have to be of type number.
Auto Tracking
We are not going to use custom events. Instead, we let Amplify do the work and use Auto Tracking 👏🏻. Auto Tracking can track events, page views and sessions. This tutorial is going to cover page views, but once you get the concept, you will be able to transfer it to any use case.
Using Auto Tracking is pretty straight forward. Simply import Analytics and call its autoTrack method.
Click around in your app and check your console. Under “Events” you can now see which URL has been visited how often. (Remember to wait a couple of minutes, if you’re not seeing anything yet.)
Check out the page view tracking docs for all options that you can pass to autoTrack. I'm just gonna point out, that just like record autoTrack also accepts an attribute key for custom attributes.
Endpoints
What we haven’t done is recording exactly which user visited the URLs. For that, we need to configure an endpoint. The endpoint docs do a great job of explaining them, so let me quote them.
An endpoint represents a destination that you can message -such as a mobile device, phone number, or email address. Before you can message a member of your audience, you must define one or more endpoints for that individual.
Okay, to message a user, we need to define an endpoint with his email address.
When you define an endpoint, you specify the channel and address. The channel is the type of platform that you use to message the endpoint. Examples of channels include a push notification service, SMS, or email. The address specifies where to message the endpoint, such as a device token, phone number, or email address.
Actually, as soon as we started using Analytics, an endpoint was already created for the user. But we do need to update it with the user’s data. In other words, we need to give the endpoint a channel and an address. Here is how you do that.
Let’s go over this code 🧐.
First, we define some helper methods that let us construct mapToArrayOfStrings. This method maps over an object and returns a new object that has all its values replaced with arrays of strings of these values.
We define a method called trackUserId in which we get the current user. Since we wrapped App in the withAuthenticator HOC, Auth.currentAuthenticatedUser() always returns a user, which we destructure for its attributes.
According to the docs for the updateEndpoint method - which you should check out to learn its full capabilities - the key userAttributes expects arrays of strings as its values, which is why we use mapObj(toArrayOfStrings) in the next line.
We invoke updateEndpoint, passing the user's email as the address with the respective channel of 'EMAIL', the userId and the previously created userAttributes. optOut: 'NONE' means that the user will receive all messages that you send him. You need to set this because Amplify by default opts out of all messages ('ALL').
Lastly, we call trackUserId in a useEffect Hook. It needs no dependencies because we defined trackUserId outside of <App />. Therefore it only runs once when <App /> is rendered for the first time.
Navigate through the routes of your app and then check your Pinpoint console. You should now be able to filter by user attributes.
Email Reminders
We collected when which user visits which URL. Let’s start engaging them based on their feature usage by sending them emails.
Email Set Up
To send emails using Pinpoint, we need to verify an email address. (Alternatively, you can verify an entire domain.) In your Pinpoint console click on “Settings > Email > Identities > Edit”. Check the “Enable the email channel for this project” box and enter your email address in the input below. Afterwards, click on verify and click the link in the email that was sent to you. The last step is to hit save. Now the email channel should be enabled for you.
Creating a Segment
Next, we need to create a segment. To do that, click on “Segments”. Give your segment a name. I’m gonna call mine “Daily Active Users”. Then add a filter for the “EMAIL” channel and click “Create segment”.
Note: If you get a red error message that says “No matches found”, make sure you have optOut: 'NONE' in your updateEndpoints message and that you waited several minutes for the events to became available in the console.
Creating a Campaign
Click on “Campaign” in the Pinpoint console and click “Create a campaign”. I’ll call mine “Daily Gratefulness”. Pick “Standard campaign” and click “Next”. On the next screen, choose the segment that you created previously and click “Next”. Write your message in the “Message” text area. Here is mine.
You can use Message Variables to customize the message to your user.
My email subject is “Thank You 🙏🏻”.
On the next screen, you can configure when you want to send the email. I want to thank my user for using the Todos feature, so I check "When an event occurs", choose "pageView" as my event and select "localhost:3000/todos/" as my attribute. As a start time I choose today with my current time plus 30 minutes because the start date has to be at least 15 minutes from now and as an end time I choose tomorrow.
Click on “Launch campaign” on the next screen.
That’s it 👏🏻. Now, wait until your campaign starts and trigger the event, so you get the email.
If you prefer to do Push Notifications or SMS, you should now be able to figure out how to set those up in your Pinpoint console, too.
Tearing Everything Down
Since this was only a tutorial, you can get rid of the instances created in the cloud by running amplify delete. After that command finished, revisit the Pinpoint console and click "Delete Project" under "Settings > General Settings".
If you liked this article you might also like my other article “Creating GraphQL Batch Operations for AWS Amplify” because batching requests is as important as tracking for scaling apps.
Summary
We used AWS Amplify to track user behavior and respond dynamically to it by sending emails.
If you want to clap a bunch of times(or share this article with people who might enjoy reading it), I’d like to say thank you. It helps me out a lot 🤗.
Note: This article was first posted on my blog. I publish each article two weeks later on Medium. You might want to subscribe to my newsletter because you will get content like this earlier! 💌
Originally published at https://geromekevin.com.
