Create Alert

To create an Alert:

1. 1. Navigate to Alerts.
  2. Click +Create Alert at the top right corner.

Configure Alert

To configure the alert:

1. 1. Alert Details: Add details to describe the Alert
  2. Content: Design the message for all selected channels
  3. Publish: Test and publish the alert

Alert Details

Add details to describe the Alert:

1. 1. Specify an Alert Name
    This field is used to identify the Alert and is mandatory. This field can contain a minimum of 5 characters and a maximum of 256 characters.
  2. Describe the alert in Alert Description
    This field is used to describe the purpose of the Alert:
    - - Tags
        Select the predefined tags or add new tags to identify your alert. This dropdown contains tags that can add context to your alerts. These tags can describe the purpose of the alert, such as transaction OTP, order confirmation, and so on. Once added, tags allow you to filter Alerts in the All Alerts section. For more information about, refer to Tags.
        
        Teams
        This field is used to select the Team associated with this Alert from the list of Teams. This field is enabled during Alert creation if your organization has “Teams” enabled. For more information, refer to Teams in MoEngage.
  3. Configure relevant channels
    - - SMS
        
        Email
        
        Push

info	Note These channels need to be configured before Alert Creation. Please refer to SMS Settings, Email Settings, and Push Settings for configuring these channels. You can only select a maximum of two channels for an Alert.

Choose the channels on which the Alert has to be sent, and the content for the chosen channels can be defined in the next step (content creation) of Alert creation. It is mandatory to select at least one channel for Alert Creation. If more than one channel is selected, the content for both of them must be defined, and Alerts will be sent to all the channels in parallel without delay.

Create Content

This section defines the content for the Alerts to be sent.

The following fields are available in the SMS content creation section for Alerts.

SMS Sender

Choose the SMS connector for sending the SMS Alert using the SMS Sender dropdown. This dropdown displays the list of configured SMS connectors.

Template ID

This field is mandatory if the SMS connector chosen falls under DLT regulations (India region).
For more information, refer to DLT regulations.

Message

This field will contain the message that would be sent to the user. You can personalize your message by clicking the Text personalization button to the right of the message editor. Refer to Personalize your Alert for details.

Shorten URL and Track URL

This section displays URLs present in the message body. For selected URL(s), the URLs are shortened using the MoE domain(<to add MoE domain>) and sent to users.

info	Note Click tracking would only be enabled for URLs where Shorten & Track URL is enabled.

Preview your SMS

The preview of how your SMS Alert will look on the user’s device is shown on the right of the content creation section, as illustrated below.

Testing your SMS Content

The test Message section will help you test the message content by sending a test message. This will help you ensure the message is conveyed in the desired manner. This step is optional and lets you test the content of your Alert by sending it to a specified mobile number.

To Test the SMS Content, enter the mobile number in the format <country code><Mobile number>. For example, the recipient's mobile number should be similar to +14083636XX or 1408363XX
The test results are populated in the Test alert stats screen below.

info

Note

If you have personalization attributes in your content, you can see how they are rendered by sending a test from the Test Request Details in Step 3 using an API. The test Message section will not render dynamic values for personalization attributes. For example, {{user}} would be sent as {{user}} for the test message, but in the Test and Live Alert, these will be replaced with the value for this attribute passed in the channel payload of the request.

In the case of failure, the Test alert stats screen contains the failure reason as shown below.

info

Note

The Test Message option available here is different from the Test Request Details present in the Publish step of Alert creation. The Test Message section helps you test your content, while the Test Request Details will send a test request with the payload information to the API and show you the API response.

The following options are available in the Email content creation section for Alerts. Choose one of the options to create the content for your Email Alert.

Drag and Drop Editor

The Drag and Drop editor lets you create an email template for your Alert using MoEngage’s pre-built templates. You can customize the templates as per your need.

Custom HTML Editor

The Custom HTML Editor allows you to work with HTML to create the Email Template. You can either type or paste the HTML content or upload the HTML file(Zip file) and edit it using the editor.

My Saved Templates

The Saved Templates section lets you load one of the saved templates and edit it as per your need.

After choosing one of these template options, on the next screen, you can enter the sender details and edit or add the message content.

Sender Details

This section contains the following fields:

Subject
Email Connector
Sender Name
From email address
Reply to email address

All the fields in this section are mandatory. Fill in the required details and move to the Template editor section below to edit the email content.
You can personalize your email using the Text personalization button available at the top right corner of the editor. Refer to Personalize your Alert for details.

Preview your Email

You can preview your email by clicking the Preview button in the top right corner of the template editor. The following preview options are available:

Desktop
Mobile

Testing Email Alert Content

The Test Message section will help you review the email content by sending a test message. This will help you ensure that the message is conveyed in the desired manner. This step is optional and lets you test the content of your Alert by sending it to a specified email id.

To test the Email content, add the email id and click on Test.

When the test is successful, the following success message appears.

When the test fails, you get the error displayed, as shown below.

If you have personalization attributes in your content, you can see how they are rendered by sending a test from the Test Request Details in Step 3 using an API. The Test Message section will not render dynamic values for personalization attributes.

The following template options are available in the Push content creation section for Alerts:

Basic notification
Stylized basic
Simple image carousel

Choose one of the templates to create the content for your Push Alert. For more information, refer to Push Templates. You can personalize your notification using the Text Personalization button available at the top right corner of the editor. Refer to Personalize your Alert for details.

Advanced Settings

The following options are available in this section:

Expiration Settings - let you specify an expiry value for the push notification. This section contains information about when to stop sending push notifications (after a specific time duration mentioned) for the iOS and Android platforms. Set the expiry duration in Expire notifications after.

Priority - choose this option for time-critical notifications. The following options are available:

- Android - Click Send at priority to send the campaign as a priority notification.
- iOS - Select from the Interruption Level (Active, Passive, Time-Sensitive, and Critical) from the drop-down to set the priority of the notification. Set the Relevance Score for setting the importance of the notification. For more information, refer to Notifications in iOS 15.

Publish

You can test your Alert before publishing to check if the integration with the API is working fine and to view the actual SMS and Email as they will be received by your users. For more information, refer to Test your Alert.

To publish your Alert, click on Publish at the bottom right corner of the Publish page of Alert Creation. This will publish your Alert and generate an Alert ID that will be used to uniquely identify your Alert.

You will now be taken to the Alert Info page, where you can see the request details and message previews. You can also switch to the Analytics and Logs sections.

Now that your Alert is published, you can use it to send Alerts to your users using the Inform Service API.

info	Note The following checks will not be performed for Alerts on any channel: Delivery Controls (Frequency Capping and Do Not Disturb), Unsubscribe (only email), Complaints (only email), Bounces (only email), Opt-in preference (only SMS).