Create OSM Pro Campaign

Beta Callout

OSM Pro is a Beta feature. To enable it, reach out to your CSM or drop an email to support@moengage.com. If OSM Pro is not enabled, the older OSM UI would be available in the dashboard. For more information, refer to Create OSM Campaign using the older editor.

Interactive Walkthrough

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

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. 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

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.

Choose this option if you want to show the message when the user executes a custom event (that you tracking on MoEngage). Select a custom event that the user would have to execute on your website to trigger the message. You can also specify additional attribute checks along with the event. For example, you can trigger a message after the user has executed a Purchase for a specific order value, as shown below.

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 lets you choose the website pages where the campaign should be shown to the user. You can choose one of the following:

All pages - Choosing this option would let you show the campaign on all website pages.
Specific pages - Choosing this option would let you show the campaign on specific website pages. You can select the page on which you want to show/hide the campaign by defining the URL filter. To define rules on the URL, select the condition in the dropdown and specify the URL. You can add multiple rules by clicking on the icon. For example, you can define rules to show the campaign on a certain set of URLs or exclude a certain set of URLs. The example illustrated below will trigger the OSM campaign only in the URL specified.
For example, if you do not want the OSM to be triggered on specific pages, then add the URLs of those pages and specify the condition as 'does not contain' or 'is not'. Use the AND operator to add multiple URLs.

Target audience

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

This filter option allows you to send the campaign to all the app users. When you use this option, you cannot add multiple filters.

This filter option allows you to target the users based on user properties such as first seen, last seen, city, and so on. Select the User property tab and do the following:

Select the desired attribute in the dropdown. This will enable the filters based on the attributes chosen. For example, attributes that are numbers can have filter conditions such as 'is equal to', 'is not equal to', 'is between', and so on, while String attributes will have different filters.
Provide the filter value(s) to create the desired user segment.

For more information, refer to Create Segments.

This filter option allows you to target the users based on the behavior of the user or event, such as app/site opened, viewed product, and so on. Select the User Behavior and do the following:

Select the execution condition and the desired user activity (event).
Provide event frequency and time duration for the event execution.
Click +Attributes and add an Event attribute with a filter condition.
Provide the filter value/s to create a rule.

For more information, refer to Create Segments.

This filter option allows you to target groups of users created based on the user performing an action with a specific attribute value. For more information, refer to User Affinity. Select User Affinity and do the following:

Select the desired user event or attribute.
Select the user affinity parameter from the following:
- Predominantly Select affinity attribute with a filter condition and provide the affinity values
- Minimum of Select affinity attribute with a filter condition and provide the affinity values
- Most no. of times Type or use the arrows to provide the top or bottom percentage of users
- Least no. of times
Type or use the arrows to provide the top or bottom percentage of users Type or use the arrows to provide the time duration for the event execution.
Click the Attribute button to add more attributes to the filter.

This filter option allows you to select a Custom Segment as the target audience from the list of custom segments available. For more information, refer to Custom Segments.

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.

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

The following template types are available:

Banner - these templates can be used to show banners on the website while customers browse or perform actions on it. Banners can be used for the following:
- - show countdown timers
  - show cookie information and seek customer content for the same
  - show notifications with information about seasonal sales and ongoing offers
Nudge - these templates can be used to show non-intrusive information to customers. Nudges can be used for the following:
- - show countdown timers
  - add a call to action information
  - show notifications
  - ask for subscriptions and opt-ins
  - used for lead generation
  - used to capture feedback at the time of delivery of service/product
Popup - these templates can be used to communicate with customers in an intrusive manner. Popups can be used for the following:
- - display information about sales and direct customers to relevant web pages
  - seek feedback from customers
  - lead generation
  - preventing customers from churning

Template Type	When to use it?
Popups	Use popups for intrusive communication
Nudges	use nudges for non-intrusive communication
Banner at the Top	Use banners at the top to show offers. These templates will move the contents of the page down and occupy the space at the top of the website (the banner will not overlap with the content) if the Push the contents of the page down display option is enabled and the website's headers aren't sticky.
Banner at the Bottom	Use banners at the top to show information to the visitor/customer about policies and seek their consent. These templates cover the entire width of the screen and will overlap with the content while being non-intrusive.

You can create your on-site message using a blank template or choose from the available templates for each template type. You can also look up a template using the search option or click on the template of your choice.

Blank Template - Hover on the Blank Template and click Popup to create a popup template from scratch. Click on the '+' icon to open the editor and add elements to the template. For more information, refer to OSM Pro Editor.

Other Templates - The following template types are available: Offers and Announcements Templates, Lead Generation Templates, and Typeform Survey Templates. For more information, refer to OSM Pro Templates.

Once you've loaded the template of your choice, the template loads in the OSM Pro editor. The following options are available:

Add elements - You can add elements to the template by clicking the icon on the left pane of the editor.

Editing/Styling Options -Click the

icon at the top right corner of the template to add the following styling elements to the template:

Editing/Styling Option	Description
Display Close Button	This option lets you specify whether there should be a close button for users to dismiss the message. By default, the close button is displayed. You can hide it by turning off the toggle.
Background Image/Filters	This option lets you add background images to the message. To upload an image, click on icon and upload the image in the Image section. You can add filters to the image using the Filters tab.
Background Color	This option lets you add a background color to the message. By default, the background is black. You can change it by clicking on the icon and choosing the background color of your choice.
Popup positioning	This option lets you move the popup bidirectionally. To move the popup through the length of the page, click the icon and position the popup at the top, middle, or bottom of the webpage. To move the popup through the width of the page, click the icon and position the popup to the left, center, or right end of the website.
Customizing the width and height of the popup	This option lets you specify the width and height of the popup. To do so, click the icon, and specify the width and height.
Adding CSS options to the popup	This option lets you add a custom CSS to add customized styling options for your message. To do so, click the icon, and click the icon to add the CSS code and custom attributes.

Preview Options - Click the icon on the left panel to preview the template. There are three preview options:

- - - - Desktop - This option shows you how the template will look on a website opened in a desktop browser.
        
        Tablet - This option shows you how the template will look on a website opened in a tablet browser.
        
        Mobile - This option shows you how the template will look on a website opened in a mobile browser.

You can create your on-site message from the available templates. For more information, refer to On-site Messaging Templates(old editor).

Display Settings

The following options are available:

Display Setting	Template Type	Description
Show this campaign if other campaign is already displayed on the webpage	Popups, Nudges, and Banners	This checkbox, when checked, lets you show this OSM campaign even if another OSM has already been displayed on the page. Note: For this to work, the campaign events that trigger the OSMs should be different.
Push the contents of the page down	Banner	This checkbox, when checked, allows the banner to occupy the space at the top of the website without overlapping with the website's content. For this to work, the banner chosen should be positioned at the top, and the website's headers shouldn't be sticky.

arrow_drop_down Test Campaign (Optional)

Test campaigns enable previewing the campaign on a test URL to ensure that your on-site message is conveyed in the manner that you desire. You can test the campaign you created by entering a test URL. Click Test to display the on-site message on the URL. For more information, refer to Testing your OSM campaign.

Step 3: Scheduling and Goals

This section contains the following:

1. - 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 - One Time

Send the campaign immediately to the target users. The following options are available:

Ends - the time at which the campaign should end. There are two options here: Never and Ends On. The Never option can be used for campaigns that need to be run on a periodic basis for the foreseeable future. For campaigns that have an end date, you can use the Ends On option and specify the End Date and End Time.

Send the campaign at the specified time, time zone, or predicted time.

This section helps you send the campaign on a specific date and time and contains the following fields:

Campaign timezone - the timezone in which the campaign should be sent.
Start Date - the date on which the campaign should be sent.
Send Time - the time at which the campaign should be sent. Select am or pm depending on when the time of day at which the campaign should be sent.
Ends - the time at which the campaign should end. There are two options here: Never and Ends On. The Never option can be used for campaigns that need to be run on a periodic basis for the foreseeable future. For campaigns that have an end date, you can use the Ends On option and specify the End Date and End Time.

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 which 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 that is calculated from the time at which 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 hrs.

Campaign Priority and Delivery Controls

This section contains the following options:

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.
      - 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.

Next Steps

View OSM Campaign Analytics