Creating General Push Campaign

Currently, MoEngage enables you to create three kinds of push campaigns -

1. General Push Campaign - Targeted to a particular user segment, it can be send at a scheduled time - once or on a periodic basis.

2. Smart Trigger Push Campaign - Triggered on user actions ex. when a user with a particular attribute views a product, a targeted push message will be triggered.

3. Geo-fence Push Campaign - Triggered when a user enters/exits a defined perimeter in a defined location

In this article, we describe the steps in creating a general push campaign

Navigate to Campaigns->Create Campaign from the sidebar

Click on Create Button in General Push Campaign under Push Campaign tab

 

The steps to create a campaigns are here:

 

  1. Choose Audience
  2. Configure content
  3. Set Delivery and campaign goals
    1. Delivery
    2. Campaign Goals

 

Step 1: Segmentation - Name the campaign, select target platform and define the campaign target audience

Select a name that helps you identify the campaign while managing the campaigns later. Campaign name must have minimum of 5 characters.


Select the platform that you want to target.

 


Next select the Target Audience or the target segment for the campaign which can be selected in three ways:

1. All Users: This selection will send the push to all the users of the app. The count of All users will be shown when this option is selected.

2. Custom Segment: You can target any of the custom segments saved during segmentation by selecting this option. It gives you an option to search the custom segments by name. Learn more about custom segments here.

3. Create a new segment: Alternatively, you can create a new user segment on-the-fly similar to creating a segment through user attributes/events in segmentation. Learn more about creating a segment in this article.

After selecting the desired target segment, click on Next to move to "Messaging" tab

Step 2: Messaging - Configure your message, add rich content (image, sound, coupon) and actions (default notification click action and additional action buttons)  

Message

Configure this as per the message text that you want to communicate. You can also use emoji's in all the message fields. Use websites like Getemoji to copy and directly paste the emoji, next to your message.

The various components of the message are:

    1.a) Message Title (for android & windows) - Represents title or heading of the message that you want to send across

    1.b) Message  (for all platforms) - Represents the main message that you want to deliver to your audience

    1.c) Message Summary (for android only ) - Introduced recently, message summary can be used as an additional text in the Expanded View of notification. For image based notifications, message will be shown in the collapsed view, while message summary will be displayed as the image caption when the notification is expanded. For notifications with Action buttons(and no image), summary text will come after Action Buttons. 

 

Rich Content      

The various components of Rich Content are:

2.a) Coupon (for Android, iOS & Windows) - This enables a Coupon code to be added to campaign text message. The coupon code can be entered in the below format. 

Once user clicks the notification, she will be prompted to copy the code on her clipboard which can be used during check-out (Attached sample snapshot for iOS)

    

 

2.b) Image (For Android & iOS [iOS Version 10 & above and MoEngage SDK Version 3.0.0 & above] only) - This enables an image to be shown in the push message.The image can be uploaded either via i) a URL, or via ii) dragging & dropping or uploading an image from system. Supported image formats are JPEG & PNG. The maximum allowed size is 5 MB.

2.c) Notification Sound (For Android & iOS ) - Enable you to customize the Notification Sound. The sound file should be in your app bundle. Choose a sound filename as per the platform. Android supports .wav while iOS supports .aiff , .caf & .wav

 

2.d) Video (for iOS only - iOS Version 10 & above and MoEngage SDK Version 3.0.0 & above) - Enables you to attach a video to your iOS Notification. The video file should be hosted somewhere and be directly play-able. iOS 10 supports MPEG, MPEG2, MPEG4 & AVI formats of video. The maximum size of videos should be less than 10 MB.

P.S. Do not add Youtube video links as they do not work.

2.e) Audio snippet (for iOS only - iOS Version 10 and above and MoEngage SDK Version 3.0.0 and above) - Enables you to attach an audio snippet to your iOS Notification.The audio file should be hosted somewhere and be directly play-able. iOS 10 supports .wav and .mp3 formats of audio files. The maximum allowed size of audio piece should be less than 5 MB.

 

 Actions

3.a) Default Click Action (Mandatory for Android, iOS & Windows) - It is the action that has to be performed on notification click. Currently supports actions of navigating to a screen, taking user to a deep-linked URI or taking user to a rich landing page.

The supported actions are:

i) Navigate to a screen (for all platforms): Takes the user to specified screen (selected from drop-down or put screen name) on the click of the notification. Optionally, multiple Key-Value pairs can be added to take the user to specific parts of the page with relevant results.

For ex. you wish to offer discounts on Moto G Blue. You need to specify the screen name as <product purchase screen> and send the key value pairs (brand, Moto), (Model, G), (Color, Blue) so that you can display results relevant to the campaign

      

  ii) URL Deep-linking (for all platforms): Take the user to a deep linked url. Support for this exists from MoEngage SDK 2.2 for iOS.

iii) Rich landing page (for all platforms): You can take user to a mobile optimized rich landing page (Web or Mobile Web). Support for this exists from MoEngage SDK 2.2 for iOS.

3.b) Additional Action Buttons (For Android & iOS) - Allows you to add additional actions which can be performed directly from the notification. One can customize the button name, button icon and button action here in case of Android. Please note that you won't be able to preview the icon if you chose the custom icon for your button.

Before using Notification Actions, please check your SDK Version. Read more about Notification Actions and supported SDK versions. To enable actions for iOS, check developer documentation here.

Messaging components for Smart Triggers and Geo Fence Push are similar to General Messaging as mentioned above.

After completing the messaging, click on Next to move to "Scheduling & Goals" tab

Step 3: Scheduling & Goals - Select a scheduling type and conversion goal for the campaign. 

Scheduling

There are three types of scheduling available for General Push Campaigns:

1. As soon as possible: This starts the campaign as soon as it is created.

2. At a particular date and time: Enter the date, time and timezone for this scheduling

 3. Periodic/Recurring: This scheduling creates multiple campaigns scheduled at a particular time in a time-zone after every defined number of days. This requires an expiry date to stop the recurring campaigns.

Campaign Goals

Set Goals: Marketers can set campaign conversion goal to understand the impact of campaign on their business metrics. One can choose any of the app events as a conversion goal activity and can set more than 1 conversion goals. First goal will be treated as primary goal.

e.g. You want to track that after sending campaign, how many customers made the Purchase event for Product iPhone. Your conversion goal set-up will look something like this. Here iPhonePurchase is the Goal Name; Made Purchase is the App Event that you want to track ; product is event attribute/property which has value as iPhone

Multiple Conversion Goals: With multiple conversion goals, you can now track more than one business metrics or can visualize a funnel for your user actions.

e.g. Say you wanted to check 3-step funnel flow: How many users have viewed product page -> How many of them added that product to the cart -> How many of them made a successful order

Set Attribution window: We also allow you to set an attribution window i.e. duration, calculated from the time at which user received the campaign, for which you want to attribute the conversion goals to a specific campaign. As a default it is set for 36 hours. Say for  the example above, we set it to 5 hrs.

(Optional) Running Test Campaigns - Test campaigns enable previewing the campaign on a test device to make sure your intended message is being conveyed in your desired way. You can test the campaign you have just created by selecting a custom attribute and it's value for a test user. Note: You won't be able to test personalized message using Test Campaign feature.

Additionally, for android platform, in case you wish to stop the push notification after a particular time, you can enter the no.  of hours in "Expire Push".

Your campaign is now ready to be sent. Click on Create button, confirm in the dialog box and your campaign is created.

Upon successful campaign creation, you will be taken to the campaign info page where you can view the campaign performance stats such as impressions, clicks, conversions and other details mentioned in this article. 

Your funnel for the example here will look something like this:

Next, you can understand how to manage (view, edit and duplicate) campaigns or understand how you can create Smart triggered Push campaigns or Geo Fence Push campaigns.

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