Skip to main content

Getting Started with Joryio

Welcome to Joryio! This guide will help you get up and running with our marketing automation platform.

What is Joryio?​

Joryio is a modern marketing automation platform that helps you:

  • Track user behavior across web, mobile, and other platforms
  • Build user segments based on attributes and behavior
  • Send targeted campaigns via email, SMS, WhatsApp, and push notifications
  • Create customer journeys with our visual Canvas builder
  • Analyze campaign performance with built-in analytics

Quick Start (5 Minutes)​

Step 1: Accept your invitation​

There is no public sign-up. The Joryio team creates your organization and emails its first admin an invitation; everyone else is invited by an admin from Settings → Team & Access. Accept the invitation and choose a password (see Accepting an invitation) and you are signed into your organization - the top-level container for all your data and campaigns.

Step 2: Set Up Your First App​

Apps represent different platforms where you track users (web, iOS, Android, etc.).

  1. Navigate to Settings → Apps
  2. Click Create App
  3. Select your platform (e.g., Web)
  4. Give it a name (e.g., "My Website")
  5. Copy your SDK key

Step 3: Install the SDK​

For a web app, install the SDK:

npm install @joryio/web-sdk

Then initialize it in your code:

import JoryioSDK from '@joryio/web-sdk';

const joryio = new JoryioSDK({
  sdkKey: 'jry_sdk_web_your_key_here'
});

// Identify users when they sign in
joryio.identify('user_123');
joryio.setAttributes({
  email: '[email protected]',
  name: 'John Doe',
});

// Track events
joryio.track('Page Viewed', {
  page: 'Pricing'
});

See the Web SDK guide for detailed integration instructions.

Step 4: Connect Messaging Channels​

Sending channels (email, SMS, WhatsApp, push) are connected to your workspace as part of onboarding - your Joryio contact sets up and verifies the sending infrastructure with you. Once a channel shows as active under Settings, it is ready to send. Need another channel enabled? Contact us at [email protected].

Step 5: Create Your First Segment​

Segments let you target specific groups of users:

  1. Go to Audience → Segments
  2. Click Create Segment
  3. Add filters (e.g., "plan equals premium")
  4. Click Create Segment to save

Step 6: Launch Your First Campaign​

  1. Go to Campaigns
  2. Click Create Campaign
  3. Choose your channel (Email, SMS, WhatsApp, or Push)
  4. Select your target segment
  5. Design your message
  6. Schedule or send immediately

Key Concepts​

Users​

Users are individuals who interact with your product. Each user has:

  • A unique ID
  • Attributes (email, name, plan, etc.)
  • Events (actions they've taken)
  • Devices (where they access your product)

Events​

Events represent actions users take:

  • Standard events: Page views, sessions
  • Custom events: "Purchase Made", "Trial Started", etc.

Segments​

Segments are dynamic groups of users based on:

  • Attributes: User properties (plan type, signup date, etc.)
  • Behavior: Events performed (purchased last 30 days, etc.)
  • Multiple conditions: Combine filters with AND/OR logic

Campaigns​

Campaigns are one-time or scheduled messages sent to a segment:

  • Email campaigns: Rich HTML emails
  • SMS campaigns: Text messages
  • WhatsApp campaigns: Messages via WhatsApp Business API
  • Push campaigns: Mobile push notifications
  • A/B testing: Test different variants

User Journeys (Canvas)​

User Journeys is our visual journey builder for creating automated workflows:

  • Trigger-based: Start when users perform an action
  • Multi-step: Create complex flows with delays and branches
  • Conditional: Different paths based on user behavior

Next Steps​

Need Help?​