Create an Alert

Ensuring a good campaign performance is crucial for marketers. Alerts provide real-time notifications of irregularities, helping you react promptly and optimize campaigns for better results. With alerts, you can analyze your campaigns in real time, identify and resolve any issues promptly, and ultimately ensure the success of your marketing efforts. By identifying issues like cost-per-conversion spikes or engagement drops, alerts empower you to make informed decisions and achieve campaign goals effectively, aligning with industry standards for efficient campaign management.

Use Cases

  • Failure rate exceeding a threshold
    If you want to be alerted when a campaign's failure rate exceeds a specified threshold within a custom time window, you can set alerts to ensure timely corrective actions.
    For example, you set an alert for a campaign's failure rate exceeding 10% in the last 6 hours, ensuring quick resolution when the threshold is breached.
  • Unsubscribe rate exceeding a threshold
    Suppose you want to monitor unsubscribe rates over extended periods; you can set custom alerts to notify you when the rate exceeds a defined threshold, enabling proactive adjustments. For example, you set an alert for an unsubscribe rate exceeding 0.5% over 3 days, ensuring you can adjust the campaign when needed.
  • Failure rate increase compared to historical data
    If you want to track deviations in campaign performance, set alerts comparing real-time failure rates with historical averages to receive early warnings of significant changes.
    For example, you set an alert for failure rates increasing by more than 10% compared to the last 90 hours, ensuring quick action if performance deviates.

Create an Alert

You can create alerts from the Alert Management dashboard in MoEngage. However, you cannot create System Alerts. MoEngage offers role-based access control for account admins to enable different levels of access permissions (to dashboard components) for your team members. Only those roles that have permission to create custom alerts can do so. For more information, refer to Access Permissions.

Perform the following steps to create an alert :

  1. On the left navigation menu in the MoEngage dashboard, click Settings > Reports and Alerts > Alert management.
  2. On the Alert management page, click + Create alert.
  3. On the Create alert page, enter the following details:

    General details

    Field Description
    Alert name

    This field specifies the unique name with which the alert will be identified on the dashboard. For example, if you wish to set up an alert for campaign expiry, you could name the alert Campaign Expiry Alert.

    You can look up the alert in the dashboard using its name.

    Create Alerts On

    This field specifies the type of the alert. alerts can be one of the following types:

    Alert Type Description

    APNS Token Expiry

    You can set up alerts to receive notifications on the expiration of your APNS tokens.

    Campaign Expiry

    You can set up an alert to receive notifications on the expiration of your campaigns.

    Campaign Stats

    You can set up alerts to receive notifications when there is an increase or drop in the chosen metric in a given day or hour by a specified number. For example, you might wish to:

    • Take action when your delivery rate drops by 20% within an hour.
    • Watch a campaign with a high open rate or conversions within an hour.

    Note: The stats for point channel campaigns in Flows will be available in the campaign stats alert type.

    Flow Stats

    Alert the user when a specified metric is less than, greater than, decreases by, or increases by a specified percentage in a day or hour.

    Facebook Token Expiry

    You can set up an alert to receive notifications on the expiration of your Facebook Tokens.

    Events and User Attribute Usage

    You can set up alerts to receive notifications when the chosen metric increases by a specified amount daily.

    Events Volume

    You can set up alerts to receive notifications when the event volume increases or decreases by a specified percentage or number within a specified month, week, or day.

    Active Users Volume

    You can set up alerts to receive notifications when the active user's volume increases by a specified number within a specified timeframe.

    Send Alert On This field specifies how the alert will be delivered to you. Email is the supported delivery channel. After setting up an alert, you will receive an email when the alert condition is met. For example, if you set up the alert to send an email when the campaign is about to expire in 2 days, you will receive the email alert 2 days before your campaign's expiry.

    Alert Condition

    The Alert Condition section allows you to define the dynamics of the alert, including the alert type, metrics, supported operators, and evaluation frequency. This section specifies when the alert should be triggered based on the specified conditions.

    Alert Type Metrics Supported Operators Alert Evaluation Frequency

    APNS Token Expiry

    NA NA Days

    Campaign Expiry

    NA NA Days

    Campaign Stats

     

    • Attempted
    • Sent
    • Delivered
    • Clicks
    • Failed
    • Send rate
    • Delivery rate
    • Failure rate
    • Click through rate
    • Open
    • Open rate
    • Click to open rate
    • Read
    • Read rate
    • Bounces
    • Bounce rate
    • Spam
    • Unsubscribe
    • Complaints
    • Converted Users- View Through
    • Converted Users- Click Through
    • CVR- View Through
    • CVR- Click Through
    • Revenue-View Through
    • Revenue-Click Through
    • Is less than
    • Is greater than
    • Decreases by more than
    • Increases by more than

     

     

     

    Values in the Evaluate Condition on field:

    • On the last day: Evaluates the metrics on the last day of the campaign.
    • On the last hour: Evaluates the metrics during the final hour of the campaign.
    • Campaign start time: Evaluates the metrics from when the campaign begins.
    Flow Stats

     

    • Trips started
    • Active Trips
    • Ended Trips
    • Engaged Trips
    • Converted Users- View Through
    • Converted Users- Click Through
    • CVR- View Through
    • CVR- Click Through
    • Revenue-View Through
    • Revenue-Click Through
    • Drop Offs
    • Is less than
    • Is greater than
    • Decreases by more than
    • Increases by more than

     

     

    Values in the Evaluate Condition on field:

    • On the last day: Evaluates the metrics on the last day of the campaign.
    • On the last hour: Evaluates the metrics during the final hour of the campaign.
    • Flows start time: Evaluates the metrics from when the campaign begins.

    Facebook Token Expiry

    NA NA Days

    Events and User Attribute Usage

    • Event usage
    • User attribute usage.

    Is greater than

    This field is automatically populated based on the following conditions:

    • The minimum value for the user attribute usage is the number of user attributes ingested into MoEngage - 487. The maximum value for user attribute usage as per your plan is 512.
    • You will be alerted as soon as the user attribute usage is greater than 487.
    • The minimum value for the events usage is the number of events ingested into MoEngage - 479. The maximum value for event usage as per your plan is 512.
    • You will be alerted as soon as the event usage is greater than 479.
      The condition will be evaluated daily, and alerts will be sent every time the condition is met.
    • The alert will be evaluated at 7 AM in the Asia/Calcutta timezone.

    Events Volume

     

    • All Events
    • All custom events
    • All system events
    • Individual events
    • Is less than
    • Is greater than
    • Decreases by more than
    • Increases by more than
    • In a calendar month.
    • In a calendar week.
    • In a day.

    Active Users Volume

    Tracked Users (Web + Mobile)

    Is greater than

    In a calendar month

    Supported Operators

    Operator Description
    is less than Allows you to check if the chosen metric is less than a specified number of hours or days.
    is greater than Allows you to check if the chosen metric exceeds a specified number of hours or days.
    decreases by more than Allows you to check if the chosen metric has decreased by a specified percentage within an hour or a day. You can also check if the specified metric has decreased by the specified percentage with respect to the moving average of the last 'x' hours or days.
    increases by more than Allows you to check if the chosen metric has increased by a specified percentage within an hour or a day. You can also check if the specified metric has increased by the specified percentage with respect to the moving average of the last 'x' hours or days.

    Supported Frequency

    Frequency Description
    Hour You can check if the chosen metric is less than, greater than, increased by, or decreased by a specified number of hours.
    Day

    You can check if the chosen metric is less than, greater than, increased by, or decreased by a specified number of days. When you select this option, a message is displayed indicating when the alert will be evaluated.

    7.gif

    Note:

    • The data used to evaluate the alert is from 12:00:00 AM to 11:59:59 PM on the last day, and the evaluation happens at 7 AM on the current day. For example, if the alert evaluation is happening on July 27, the 24-hour data of July 26 is used for evaluation.
    • The timezone in the message depends on the value configuration at Settings > Account > General settings > Basic details > Time zone setting.
    in a calendar month

    You can check if the chosen metric is less than, greater than, increased by, or decreased by a timeframe specified within a calendar month.

    For example, if you create an alert on December 9 with a greater than condition, the system checks from December 1 to December 9 to see if the chosen metric is greater than the specified value.  Starting the next day (Dec 10), the system checks again from December 1 to December 10 to see if the chosen metric is greater than the specified value. This continues till December 31, and an alert is sent whenever the chosen metric is greater than the specified value. If the condition is met before the end of the calendar month, alerts will be sent daily for the remaining days of the month.
    Note that the alert condition evaluation is reset at the start of the month.

    in a calendar week (Sun-Sat)

    You can check if the chosen metric is less than, greater than, increased by, or decreased by a timeframe specified within a calendar week.
    For example, if you create an alert on Monday with greater than condition, the system checks from Sunday to Monday to see if the chosen metric is greater than the specified value. Starting the next day (Tuesday), the system again checks from Sunday to Tuesday to see if the chosen metric is greater than the specified value. This continues till Saturday, and an alert is sent whenever the chosen metric is greater than the specified value. If the condition is met before the end of the calendar week, alerts will be sent daily for the remaining days of the week.
    Note that the alert condition evaluation is reset at the start of the week (Sunday).

    Filter By

    This section is displayed when the Create Alerts On field is set to one of the following values:

      • Campaign expiry
      • Campaign stats
      • Flow stats

    This field specifies the filter conditions for a campaign expiry alert and is used to filter campaigns expiring in 'x' days (specified in the Alert condition) on the following criteria:

      • Campaigns: You can select all the campaigns or specify individual campaigns for which the alert needs to be set up. This field is available only for the Campaign Expiry and Campaign Stats alerts.
      • Flows: You can select all the flows or specify individual flows for which the alert needs to be set up. This field is available only for the Flow Stats alert.
      • Channels: You can select All Channels or specify individual channels for which the expiry alert needs to be set up. This field is available only for the Campaign Expiry and Campaign Stats alerts.
      • Delivery Types: You can select All Delivery Types or specify them individually. 
      • Tags: You can select All Tags (Campaign/Flow tags) or specify them individually.

    If no filter is specified, you will receive alerts for the chosen campaign alert types in all channels (Campaign Expiry and Campaign Stats alerts) or all flows based (Flow Stats alert).

    Members

    This field lists the email IDs of the members who will be alerted. When left unspecified, all the members will be alerted via email.

  4. Click Create.
    After the alert is created, you will see a success message (as shown below) and be redirected to the Alert Management dashboard, where the newly created alert is available.

    10.gif

How Alerts Work

MoEngage monitors campaign performance and triggers alerts when specified thresholds are met. The evaluation frequency and alert behavior depend on the campaign type and defined alert conditions. Below are examples of how alerts work for different delivery types:

info

Information

This section specifically applies to alerts in Campaigns and Flows.

One Time Campaigns

A one-time campaign is a single-instance communication, such as a promotional email for a flash sale. After sending the campaign, the system evaluates the specified performance thresholds within the defined time frame. If the set threshold is breached, an alert is triggered.

Scenario

  • Configured Alert: Open rate < 10% to be evaluated one hour after the campaign is sent.
  • Evaluation: The system checks the open rate after one hour and sends an alert if the rate is below 10%. No further alerts are generated for this campaign.
Date Time Campaign Performance Status Alert Notification
Feb 26 9:00 AM Campaign sent None
Feb 26 10:00 AM Open rate = 7% 1 Notification 

Periodic Campaigns

A periodic campaign, such as a weekly newsletter, is sent on a scheduled basis. The system evaluates alerts at regular intervals (for example, every day or week) to track trends over time. If a performance threshold is breached during an evaluation, an alert is triggered.

Scenario

  • Configured Alert: Click-through rate (CTR) < 5% to be evaluated every 7 days.
  • Evaluation: The system checks the CTR every seven days. If the CTR drops below 5%, an alert is sent.
Date Time Campaign Performance Status Alert Notification
Feb 1 9:00 AM Newsletter sent None
Feb 8 9:00 AM CTR= 4.5% 1 Notification 
Feb 15 9:00 AM CTR= 6% No notification

For Periodic alerts, data considered is from Feb 1 to Feb 8 for the first alert and then from Feb 8 to Feb 15 for the second alert.

Event-Triggered Campaigns

User actions, such as a transaction confirmation email, activate an event-triggered campaign. The system continuously monitors performance within a set evaluation period (for example, every 12 or 24 hours). If the threshold is breached during any evaluation window, an alert is triggered.

Scenario

  • Configured Alert: Email delivery rate < 90% to be evaluated within a 24-hour window.
  • Evaluation: The system checks the delivery rate every 24 hours. If it drops below 90% during any evaluation, an alert is sent.
Date Time Campaign Performance Status Alert Notification
Feb 25 9:00 AM Campaign sent None
Feb 26 9:00 AM Delivery rate = 92% No Notification 
Feb 27 9:00 AM Delivery rate = 88% 1 Notification
Feb 28 9:00 AM Delivery rate = 85% 1 Notification

For Event-triggered alerts, data considered is from Feb 25, 9:00 AM to Feb 26, 9:00 AM for the first alert, and then Feb 26, 9:00 AM to Feb 27, 9:00 AM for the second alert, and so on.

Example

The following example illustrates how to set up an alert when your campaign's failure rate decreases by more than 10% from its start time.

  1. On the Create Alert page, in the General details section, type the Alert Name as Test_Alert_Stats.
    alertsmnexample1.png
  2. In the Create Alerts On list, click Campaign Stats.
  3. In the Alert Condition section, enter the details as mentioned below:
    1. In the Evaluate Condition on list, click Campaign Start time.
    2. Choose the metric for which you want to set up the alert in the Send alert when list and select the operator as Decreases by more than.
    3. Select the percentage in the textbox and choose Hour in the Hour/Day list.
    4. You can compare this rate with respect to the moving average of the last 'x' hours or days.
      alertsmngexample2.png
  4. Configure the Filter by conditions and add relevant members to the respective section.
    alertmngtexample3.png
  5. Click Create.
    Now that the alert is created, you can view and manage it from the Alert Manager. For more information, refer to Manage Alerts.

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