Interactive Walkthrough

To create an On-Site Messaging (OSM) campaign:

1. 1. 1. Navigate to the MoEngage Dashboard and select Engage -> Campaigns from the left navigation.
      2. Click at the top right corner of the All Campaigns Page.
      3. Select On-Site from the Inbound channels listed.

Steps to Create an OSM Campaign

There are three steps to creating an OSM campaign, and they are:

1. 1. 1. Target users: Define the target audience for the campaign
      2. Content: Define the content of the push notification to be sent
      3. Schedule and Goals: Define the campaign's delivery schedule and goals

Step 1: Target Users

This section contains the following:

Campaign details

The campaign details section contains the following fields:

Campaign name - Type the name of the campaign to manage and identify the campaign.  The campaign name must have at least five characters, and the limit is 256. Campaign tags - Select campaign tags from the drop-down list.  You can select up to 5 tags. For more information, refer to Campaign Tags.

Target Platforms

This section lets you choose the target platforms for your campaign. The following options are available:

Web - Choose Web to target the Web platform for the campaign. Mobile Web - Choose Mobile Web to target the Mobile Web platform for the campaign.

Trigger Criteria

On Page Load

Choose this option if you want to show the message as soon as the page loads on your website for the user. The following options are available:

• Immediately - This option will show the OSM as soon as the page loads for the user.
• After Delay - This option will show the OSM with the specified delay. For example, if the delay is specified as 2 seconds, the OSM will be shown 2 seconds after the page load.
• After Scroll - This option will show the OSM once the user has scrolled the website by about x%. If you specify the scroll percentage as 30, the OSM will be displayed after the user has scrolled 30% of your website.

On Custom Event

You can display the On-site messages when the user performs the custom event. You can send the message immediately or after a delay using the Trigger the message option.

IF user

The IF user section allows you to select an event. In the case of a single event chosen in the IF condition, if a user performs this event, then the message will get sent. However, you can add multiple events and attributes along with the IF condition.

In the IF user section, do the following:

1. From the Select an Event drop-down, select the event.

2. You can also refine the event. To do so:

   • Click the Attribute button to add attributes to the filter and select the logical drop-downs for the attribute.
   • To add more attributes, do the following
     • Click + Attribute button
     • Click AND or OR 
     • From the Attribute drop-down, select the respective attributes and the logical drop-downs for the selected attribute.

For instance, if you choose to select the event User installs the app, you can add an attribute called App Version to filter for users who installed a specific version of the app.

AND then

You can now have more customization with the And/ Then feature. In addition to the + Trigger option, the + Filter button allows you to string multiple events together. 

For instance, you can select the On-site Message Clicked event and then use the AND then option to add the Added to Cart event.

By doing this, the On-site message will be shown to users who have clicked on an On-site message campaign at least once and then proceeded to add an item to their cart at least once.

You also get to define the time to wait before the event in the Filter condition is evaluated. Setting this limit to 15 minutes implies that the user has to perform the Filter event within 15 minutes of performing the first trigger event. In this example, the first event would be On-site Message Clicked.

• The maximum delay that you can set here is 24 hours, and the minimum delay is 1 minute.

If you click on the + Filter button again, you can add another event to the trigger criteria. You get the option to choose AND or OR. Combine the two filter conditions by choosing AND, or use the OR to filter users if they perform any of the events within the time limit.

THEN

In the THEN section, under Trigger the message, select an option to define when to show the message. The available options are:

• Immediately: The message will be shown immediately after the trigger criteria have been identified.
• After Delay: The message will be shown after the defined delay. For example, if the delay is specified as 2 seconds, the OSM will be shown 2 seconds after the page load.

Trigger Criteria Summary: The Trigger Criteria Summary will summarise the trigger on the basis of the events and attributes that you select, making it easier for you to understand the trigger criteria.

On Exit Intent

Choose this option if you want to trigger a message when the user is trying to exit your website. For more information, refer to Exit Intent Technology.

Select Pages

This section allows you to choose the web pages where you want to display a campaign to the user. You can select one of the following:

• All pages: This option would show the campaign on all website pages.
• Specific pages: This option would show the campaign on specific website pages. You can select the page you want to show or hide the campaign by defining the URL rules
  

To show or hide your campaign on specific pages using the URL path, follow these steps:

1. Click Specific pages.
   
2. Under If URL, select any condition in the Select Option list, as shown below:
   
   The following table lists the available conditions:
   

   Conditions	Explanation
   is	The pop-up is shown on any of the specific URL(s) mentioned in the condition, and the URL(s) must match exactly for the pop-up to appear.
   is not	The pop-up is shown on any URL except those mentioned in the condition. The URL(s) must not match exactly for the pop-up to appear.
   contains	The pop-up is shown on any URL that contains any of the specified text or strings mentioned in the condition. The URL does not need to match exactly but must include at least one of the specified texts.
   contains (all of)	The pop-up is shown on any URL that contains all of the specified text or strings mentioned in the condition. The URL does not need to match exactly but must include all of the specified text.
   does not contain	The pop-up is shown on any URL that does not contain any of the specified text or strings mentioned in the condition. The URL must exclude all of the specified texts for the pop-up to appear.
   does not contain (all of)	The pop-up is shown on any URL that does not contain all of the specified text or strings mentioned in the condition. The URL must exclude at least one of the specified texts for the pop-up to appear.
   starts with	The pop-up is shown on any URL that starts with the specific text or string mentioned in the condition. The URL must begin with the specified text for the pop-up to appear.
   ends with	The pop-up is shown on any URL that ends with the specific text or string mentioned in the condition. The URL must end with the specified text for the pop-up to appear.
   does not starts with	The pop-up is shown on any URL that does not start with the specific text or string mentioned in the condition. The URL must not begin with the specified text for the pop-up to appear.
   does not end with	The pop-up is shown on any URL that does not end with the specific text or string mentioned in the condition. The URL must not end with the specified text for the pop-up to appear.

3. In the box adjacent to the Select Option list, enter one or more URLs as shown below:
   
   

   info	Information You can manually add multiple URLs and keywords by pressing Enter. You can also copy and paste the list of URLs from CSV in the input box.

4. Click + Filter.
5. Select the And or Or operator, and then select a condition in the Select Option list.
6. Enter the keywords within the box adjacent to the Select Option list.
   
7. To add multiple rules, repeat steps 4 through 6.
   
8. To delete a specific rule, click the delete icon ().
9. Enter the URL in the Check page targeting box to verify the provided URL meets the defined condition.
10. Click Check.
    
    • If the provided URL meets the defined condition, a Passed notification is displayed as shown below
      
    • If the provided URL fails to meet the defined condition, a Failed notification is displayed, as shown below. Follow the error instructions specified in the notification.
      

Target audience

This section contains segmentation filters that help you choose the target audience for your campaign. The following options are available:

In-Session Attributes

In-session attributes allow you to group and target their users based on their actions within their current session on your website.

For instance, if a user is in India, you can show them a personalized pop-up that you created for users based in India. This will help deliver a personalized experience to them immediately in the same session.

To add an In-session attribute, click on the + In-session attributes button.

You can combine multiple in-session attributes together. You can also exclude users based on their in-session activity. 

You can use the following in-session attributes with your In-app campaign:

1. Query Parameter: This field lets you segment users based on the query parameters in the URL. Typically, users would land on your personalized URL by clicking an advertisement on any Social Media platform.
   • You can use UTM parameters like Source, Medium, Content, Campaign, etc., to segment users based on the source from where they are visiting, the campaign from which they've landed on this URL, and so on. 
   • UTM parameters like utm_source, utm_campaign, etc., are used to identify the campaigns driving users to websites. You can use UTM and custom parameters to segment users and personalize the website experience.

      

2. User Type: This field lets you segment users based on whether they are new or returning users. The Web SDK stores user details (unique_id) for each user in the browser storage. If those details are present in the storage, the user is a returning user. If not, the user is a new user. 
   
   • Hence, if the browser cache is cleared, the user gets treated as new.
   • Note: 
     • If two users are using the same device and user 2 logs in after user 1, they would be considered a returning user
     • If a user logs in from the mobile browser and then logs in again from a desktop browser, the login from the desktop would be considered a new user.
       
       
3. Day of the Week: This field lets you segment users based on the day of the week on which they visit your website.
   
   
4. Time of the Day: This field lets you segment users based on the hour of the day on which they visit your website. You can choose from any of the one-hour slots in a day available in the dropdown.
   
   
5. Geolocation: This field lets you segment users based on the geolocation from where they visit your website. You can choose the Country, State/Region, and City where the user is located or exclude a specific Country.
   
   
6. Device Type: This field lets you segment users based on the device with which they visit your website. You can include or exclude one or a combination of the following: Mobile, Desktop, or Tablet.
   
   
7. Operating System: This field lets you segment users based on the Operating System of the device with which they visit your website. You can include or exclude one or a combination of the following: Android, iOS, Windows, Mac, Linux, or others.
   
   
8. Browser Type: This field lets you segment users based on the browser with which they visit your website. You can include or exclude one or a combination of the following: Chrome, Safari, Firefox, Opera, or others.

Campaign Audience Limit

This feature empowers you to control campaign reach and expenditure by capping the number of users who receive it based on engagement metrics like sends, impressions, and conversions. It allows you to set total, daily, or instance-level limits to campaigns. For more information, refer to Campaign Audience Limit.

Control Groups

This section contains information about control groups for the campaign. To exclude users in the control groups, do the following:

Enable the  Global control group toggle to exclude the users in the control group from the campaign's target segment. Enable the Campaign control group to exclude a fixed percentage of users in the campaign from the campaign's target segment. Specify the percentage of users to be excluded from the campaign in the box below the toggle.  For more information about control groups, refer to Control Groups.

Click Next or use the tabs on the top of the Create Campaign navigation to move to Step 2.

Step 2: Define Content

You can create the content for your OSM campaigns using two options here:

1. 1. 1. Create the content using the new editor
      2. Create content using the old editor

Display Settings

The following options are available:

Step 3: Scheduling and Goals

This section contains the following:

• Delivery Schedule - Choose when the campaign should be delivered to your users.
  
• Conversion Goals - Choose the conversion goals and revenue metrics to be tracked for the campaign.
• Campaign Priority and Delivery Controls- Choose the priority of the campaign and choose the global and local delivery control options, such as auto dismiss, the minimum delay between notifications, and the frequency of messages to be shown.

Delivery Schedule

The following delivery schedule options are available for OSM Campaigns:

Conversion Goals

You can add conversion goals to track the business metrics for your campaigns. You can track up to five conversion goals. You can choose any app event as a conversion goal activity and set more than one conversion goal. The first goal will be treated as a primary goal.

For example, if you want to track the number of customers who've purchased an iPhone after your campaign was sent. (Event - purchase event, Product - iPhone). Your conversion goal set-up might look similar to the image shown below with the following details:

• Goal Name - iPhonePurchase 
• App Event you wish to track- Made Purchase
• Event Attribute/Property - product is event attribute/property 
• Value of Event Attribute/Property - iPhone

With multiple conversion goals, you can track more than one business metric or visualize a funnel for your user actions. For example, if you want to check the following, you can do so with multiple conversion goals.

• How many users have viewed the product page?
• How many of them added that product to the cart?
• How many of them made a successful order?

arrow_drop_down Tracking Revenue Performance (Optional)

With MoEngage, you can track the revenue generated by your campaigns. For example, you can track the revenue generated by your product after sending a communication. To track revenue performance, enable the Revenue Performance toggle for the conversion goal for which you want to track the revenue.

In the example here, to track revenue for orderSuccessfulevents, the Revenue performance toggle needs to be enabled. After choosing the goal, you can select the numeric attribute that captures the order's total monetary value. In the example below, cartValue contains the total order value. You can also choose the currency in which your monetary value is being reported.

After you choose the goal, you can choose the numeric attribute that captures the total monetary value of the order. In the example, cartValue contains the total order value. You can also choose the currency in which your monetary value is being reported.

Set Attribution window - You can set an attribution window ( a time period or window calculated from the time the user has 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 hours.

Campaign Priority and Delivery Controls

This section contains the following options:

1. 1. • Campaign Priority - Set one of the following campaign priorities: Critical, High, Medium, Normal, and Low. The campaign with the higher priority will be shown when a user is eligible to see two campaigns at the same time. In case both campaigns are of the same priority, the campaign created recently will be shown first.
      • Global Delivery Control - This section lets you specify if you can Ignore global minimum delay set for the On-site messaging channel. Enable this toggle to ignore the settings for the minimum delay set for on-site messages.
      • Local Delivery Controls - This section contains options that let you specify the delivery controls that pertain to this campaign. The following options are available here:
        
        • • Maximum times to show a message - lets you specify the maximum number of times to show the on-site message from the same campaign for a user. This is tracked using the On-site Message Shown event in the User Profile. For example, if the maximum times to show a message is turned off initially when the campaign is published and later edited to one time. If a user was shown the message already before editing the campaign and the user visits the site again, they will not be shown the message again as the On-site Message Shown would be available in their User Profile already and the message will not be shown to them again.
          • Minimum delay between 2 messages on this campaign - lets you specify the minimum time gap between two on-site messages from the same campaign.
          • Auto dismiss message after 'x' seconds - lets you specify the time after which the on-site message will be removed from the URL.

        

Your campaign is now ready to be sent. Click Publish and confirm in the dialog box that opens up to create the campaign.

Once the campaign has been created successfully, the Campaign Info page will be displayed.

FAQs

How to use a custom font in the OSM editor?

Integrating custom fonts into your OSM templates can enhance the visual appeal and maintain brand consistency across your campaigns. Follow these steps to use custom fonts in your templates:

1. Host Your Font File

Ensure that your custom font file is hosted on a secure domain or a publicly accessible URL. For example: https://yourdomain.com/fonts/yourfont.ttf

For demonstration purposes, you can use the following Roboto font link: https://fonts.gstatic.com/s/roboto/v30/KFOmCnqEu92Fr1Mu5mxKKTU1Kvnz.woff2

Clicking the URL should start a download, confirming the font file is correctly hosted.

2. Prepare Your Template

Select the template you want to customize within OSM Pro.

3. Modify Text Settings

Click on the text element intended for the custom font:

• Click the settings icon, then select the styling icon.
  
• Switch to the 'Advanced' tab.
  
• In the 'CSS Id' field, enter a unique identifier, such as text_id1.
  

Close the settings menu after adding the identifier.

4. Add an Embed Element

Insert an embed element into your template. Note that this embed element will not be visible to the user and we will use it to only modify the font style within the template.

5. Insert Custom Font Code

Click on the previously added embed element and input the following CSS:

<style type="text/css">
 @font-face {
  font-family: 'customfont';
  src: url('https://yourdomain.com/fonts/yourfont.ttf'); /* Your font URL */
 }
 #text_id1 p {
  font-family: 'customfont' !important;
 }
</style>
    

This code imports your custom font and applies it to paragraphs within the element with ID text_id1.



6. Customize Additional Elements

To change the font for other elements, such as buttons:

• Assign a unique ID to the button as we did above for the text element, for example, button_id1.
  
• Modify the CSS code to include the button ID:

<style type="text/css">
@font-face {
font-family: 'customfont';
src: url('https://yourdomain.com/fonts/yourfont.ttf');
}
#text_id1 p, #button_id1 span {
font-family: 'customfont' !important;
}
</style>
    

This CSS code defines a custom font named 'customfont' that is loaded from a specified URL, and applies it to text within elements identified by #text_id1 and #button_id1, ensuring the custom font is used regardless of other styles.

7. Preview and Publish

After adding the CSS, preview your template to confirm that the font displays correctly. Once verified, you can publish your campaign.

Next Steps

• View OSM Campaign Analytics