Create Alert

To create an Alert, Navigate to the All Alerts page and select +Create Alert in the top right corner of the page.

Steps to create an Alert

You can create your Alert in three steps:

      1. Alert Details: Describe the alert and select desired channels to be targeted
      2. Content: Design the message for all selected channels
      3. Publish: Test and publish the alert

Step 1: Specify Alert and Channel Details

This section contains two sections: Alert Details and Channel Details

Alert Details

Add details describing the Alert in this section. Fields in this section:

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.

Alert Description

This field is used to describe the purpose of the Alert.

Tags

Select the predefined tags or add new tags for identifying your alert. This dropdown contains tags that can be used to 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.

Channel Configuration

Alerts can be created in the following channel(s):

    1. SMS
    2. Email
 

NOTE

These channels need to be configured before Alert Creation. Please refer to SMS Settings and Email Settings for configuring these channels.

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 both channels are selected, the content for both need to be defined, and Alerts will be sent to both channels in parallel without any delay.

Step 2: Content Creation

This section is used to define the content for the Alerts to be sent.

Create SMS Content Create Email Content

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 using the personalization tag {{}}. 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.

 

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 side of the content creation section as illustrated below.

SMS_Preview.png

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 that the message is being 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 as shown below.

Test_SMS.png

 

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.

Test_SMS_Failure.png

 

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 here 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.

Step 3: 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.

 

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).

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