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User Guide

Joryio is a customer engagement platform for marketers: you bring your audience data in, segment it, and reach the right people over email, SMS, WhatsApp, push, in-app messages, and wallet passes - either as one-off campaigns or as automated journeys built on a visual canvas. This page is a map of the User Guide; each section below links to the best place to start.

Getting started​

  • Getting Started - what Joryio is, the core concepts, and your first five minutes in the product.
  • Quick Start - a condensed setup checklist to get from empty workspace to first send.
  • Signing in - password, SSO, and passkey sign-in options.
  • Dashboard - the post-login home: what needs your attention today, key metrics, what is going out, and live journeys.
  • AI Assistant - the in-app operator that can analyze performance and build journeys, dashboards, and email templates from chat.

Audience & Segments​

Creating Segments - build dynamic audiences from attributes and behavior, import contacts in bulk, and manage suppression lists and subscription preferences.

Campaigns​

Creating Campaigns - one-off and scheduled sends across every channel, plus managing live campaigns, the campaign calendar, spam checks, A/B testing, and send-time and volume controls.

Journeys (Canvas)​

Creating a Canvas - build automated multi-step journeys with triggers, branching, delays, experiments, variants, message variables, and version history.

Analytics​

Analytics Overview - product and messaging analytics: event explorer, funnels, retention, cohorts, custom dashboards, campaign and journey analytics, and revenue attribution.

E-Commerce​

E-Commerce Overview - store performance, RFM analysis, product and order data, catalog triggers, and the Shopify, WooCommerce, and Magento integrations.

Personalization & Content​

Liquid Templates - personalize any message with Liquid, plus platform events, reusable content blocks, tags, and the asset library.

Brand Studio​

Brand Voice & AI Writing - teach the AI your brand's tone and vocabulary, and manage branded email templates.

Custom Entities​

Custom Entities - model your own structured data beyond Users, and set up relationship alerts on it.

Integrations​

Integrations - the full catalog of connectors for messaging providers, audience sync, data import, and data streaming.

Settings​

Workspaces - workspace and team administration, roles and security, email/SMS/WhatsApp provider setup, delivery controls like frequency capping, and data, compliance, and AI settings.

Looking for the API or SDKs? Head to the Developer Guide.