Create In-App Campaign

Overview

In-App Campaigns target users by showing a message while the user is using your app. Benefits of In-app campaigns are:

  • Effective in providing contextual information 
  • Help to cross-sell or up-sell on desired screens of your app and on desired actions performed by the user in your app.
  • Embed coupon codes and images in these messages or deep-link the message to take the user to a deep-linked screen or URL.

Follow the steps to create an In-App campaign:

Navigation

  1. Navigate to MoEngage Dashboard.
  2. Use any one of the following options:
    1. On the All Campaigns page, click Create Campaign.
      The Create Campaign page is displayed.
      CreateCampaign_Allcampaigns.png
    2. Click Create New > Campaign.
      The Create Campaign page is displayed.
      CreateCampaign_Leftnav.png
  3. Click In-App.

Target Users

Name of the campaign

Type the name of the campaign to manage and identify the campaign.

 

Campaign Naming Guidelines

The campaign name contains a minimum of five characters.

Campaign Tags

Select any five campaign tags from the drop-down list.

For more information, refer to Campaign Tags.

Select Platform

Select the following platforms:

  • Android
  • iOS

Trigger Criteria

Select the criteria to send the In-App message. Select one of the following:

App Open Specific Screen Custom Event

Send the In-App message when the user opens the app.

Onappopen.png

Select Target Audience

Select the Target Audience or the target segment for the campaign. You can use multiple filters to create the target audience.

 

All Users

Allows you to send the campaign to all the users of the app. When you use this option you cannot add multiple filters.

Use User Properties

Allows you to target the users, based on user property such as first seen, last seen, city, and so on.

Select the User Properties and do the following:

  1. Select desired user property and filter conditions.
  2. Provide the filter value/s to create a rule.

For more information, refer to Create Segments.

Use User Behavour

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:

  1. Select the execution condition and the desired user activity (event)
  2. Provide event frequency and time duration for the event execution
  3. Add Event attribute with a filter condition
  4. Provide the filter value/s to create a rule.

For more information, refer to Create Segments.

Use Custom Segment

Select the Custom Segment section then select the desired custom segment to create a rule.

For more information, refer to Custom Segments.

Create multiple filters

Multiple User Property rules, User activity rules, and Custom Segment rules are combined to create a complex user segment.

  1. Click Add Filter.
  2. Click AND or OR button.
  3. Select the Attribute or Event and logical filters associated with the attribute or events.

Exclude Users

Click Exclude Users to not include the users for the campaign.

For more information to exclude users, refer to Preference Management.

Reset Filters

Click Reset Filter to reset the segmentation filters.

Show Count

Click Show Count to display the total number of users that are currently part of the configured segment

Click Next to add the content of the In-App message.

Content

You can add content using templates. The following templates are available:

Pre-Built templatesCustom template builderSaved templates
  1. From the Template type drop-down, select the following:
    Field Description
    Text Displays templates with text.
    With Image Displays templates with images.
    Without Image Displays templates without images.
    Single Button Displays templates with a single button.
    Multiple Button Displays templates with multiple buttons.
    Full Screen Displays templates that enable full screen.
    Pop up Displays templates that have pop-ups.
    Embedded Displays templates with embedded links.
    Feedback Displays templates with feedback options

Follow these steps to add content to the selected template and template type

Common Actions

  1. Click Mirror platforms to use the same template for the selected platforms.
  2. Click A/B test to create up to 5 variations.
    For more information, refer to A/B Testing Overview.
  3. Click the template to change the template.
  4. Click ThreeDots.pngto 
    1. Save Template
    2. Change Template
    3. Reset Template

Click to modify the content:

Template settings

Field Description and action
Background color Select and define the background color of the message.
Phone background color Select and define the background color of the phone or device.
Image

Do one of the following:

  1. Click Image URL and type or paste the URL of the image.
  2. Click Upload Image and drag and drop the image or click the upload from the computer the stored image.
     

    INFORMATION

    • Ensure that the image size is lesser than 5MB
    • Ensure that the aspect ratio of the image is 2:1 (WXH).
Animation

Entry and exit animations for the entire In-App message.

Select from one of the following animations:

  • None - no animation
  • Slide up - Message displays from the top of the screen.
  • Slide down - Message displays from the bottom of the screen.
  • Slide left - Message displays from the left of the screen.
  • Slide right - Message displays from the right of the screen.
  • Fade in - Message displays with the fade-in effect.
Close Button
  1. Enable or disable the display of the close button.
  2. From the Type drop-down customize the appearance of the close button by selecting one of the following:
    • White-filled
    • Black-filled
    • Gray-filled
    • Brown-filled
    • Cross only black
    • Cross only grey
  3. From the Close button placement select the placement as one of the following:
    • Left 
    • Right
Border

Select the following:

  1. Use the slider to define the Width of the border in pixel.
  2. Use the slider to define the Radius of the border in pixel.
  3. Select or type the hexadecimal code of the Border color.

Text

Field Description and action
Heading Type or paste the heading in the text box.
Font size Type or use the up and down to select the size of the font used in the text.
Font color Type the hexadecimal code or select the color of the font used in the text.
Custom font Select the custom font and type the name of the font used in the text.
Background color Select and define the background color of the message.
Action

Select from the drop-down one of the following:

Field Description
None No action is performed
Navigation

Do the following:

  1. Select one of the following:
    1. Navigate to screen - From the drop-down, select the screen to which the user needs to navigate.
    2. Deep link - Type or paste the URL to which the user needs to navigate to.
    3. Rich landing - Type or paste the Rich landing page to which the user needs to navigate to.
  2. Click New KV Pair
  3. In Key value pairs, enter the key and value.
Dismiss Dismiss the In-App message.
Track event
  1. Type or paste the name of the event.
  2. Type or paste the value for the event.
Share Type or paste the text to be shared with the user.
Set user attribute
  1. Select the user attribute from drop-down.
  2. Type or paste the value for the user attribute.
Copy coupon code Type or paste the coupon code to be shared with the user.
Call Type or paste the phone number to which the user needs to call.
Width, Margin and Padding
Width

Use the slider or type the value to define the width of the text box in percentage.

Margin

Select Together and use the slider or type the value to define all the margins of the text box in pixel.

OR

Select Separate and use the slider or type the value to define top, bottom, right and left margins of the text box in pixel.

Padding

Select Together and use the slider or type the value to define all the padding for the text box in pixel.

OR

Select Separate and use the slider or type the value to define the top, bottom, right and left padding of the text box in pixel.

Border

Select the following:

  1. Use the slider to define the Width of the border in pixel.
  2. Use the slider to define the Radius of the border in pixel.
  3. Select or type the hexadecimal code of the Border color.

Image

Do one of the following:

Field Description

 

 

Image URL

Click Image URL and type or paste the URL of the image.

Upload image

Click Upload Image and drag and drop the image or click the upload from computer the stored image.

 

INFORMATION

  • Ensure that the image size is lesser than 5MB
  • Ensure that the aspect ratio of the image is 2:1 (WXH).

Action

Select from the drop-down one of the following:

Field Description
None No action is performed
Navigation

Do the following:

  1. Select one of the following:
    1. Navigate to screen - From the drop-down, select the screen to which the user needs to navigate.
    2. Deep link - Type or paste the URL to which the user needs to navigate to.
    3. Rich landing - Type or paste the Rich landing page to which the user needs to navigate to.
  2. Click New KV Pair
  3. In Key value pairs, enter the key and value.
Dismiss Dismiss the In-App message.
Track event
  1. Type or paste the name of the event.
  2. Type or paste the value for the event.
Share Type or paste the text to be shared with the user.
Set user attribute
  1. Select the user attribute from the drop-down.
  2. Type or paste the value for the user attribute.
Copy coupon code Type or paste the coupon code to be shared with the user.
Call Type or paste the phone number to which the user needs to call.
SMS
  1. Type or paste the phone number to which the In-App message is sent.
  2. Type or paste the content of the SMS.
Custom Action

Select custom action and do the following:

  1. Click New KV Pair
  2. In Key value pairs, enter the key and value.

Buttons

Field Description
Button text Type or paste the text used in the button.
Font size Type or use the up and down to select the size of the font used in the button.
Font color Type the hexadecimal code or select the color of the font used in the button.
Custom font Select a custom font and type the name of the font used in the button.
Background color Select and define the background color of the button.
Action

Select from the drop-down one of the following:

Field Description
None No action is performed
Navigation

Do the following:

  1. Select one of the following:
    1. Navigate to screen - From the drop-down, select the screen to which the user needs to navigate.
    2. Deep link - Type or paste the URL to which the user needs to navigate to.
    3. Rich landing - Type or paste the Rich landing page to which the user needs to navigate.
  2. Click New KV Pair
  3. In Key-value pairs, enter the key and value.
Dismiss Dismiss the In-App message.
Track event
  1. Type or paste the name of the event.
  2. Type or paste the value for the event.
Share Type or paste the text to be shared with the user.
Set user attribute
  1. Select the user attribute from the drop-down.
  2. Type or paste the value for the user attribute.
Copy coupon code Type or paste the coupon code to be shared with the user.
Call Type or paste the phone number to which the user needs to call.
Width, Margin and Padding
Width

Use the slider or type the value to define the width of the text box in percentage.

Margin

Select Together and use the slider or type the value to define all the margins of the text box in pixel.

OR

Select Separate and use the slider or type the value to define top, bottom, right and left margins of the text box in pixel.

Padding

Select Together and use the slider or type the value to define all the padding for the text box in pixel.

OR

Select Separate and use the slider or type the value to define the top, bottom, right and left padding of the text box in pixel.

Border

Select the following:

  1. Use the slider to define the Width of the border in pixel.
  2. Use the slider to define the Radius of the border in pixel.
  3. Select or type the hexadecimal code of the Border color.

Test the Campaigns

For more information about testing campaigns, refer to Testing In-App Campaign.

Schedule & Goals

Select a scheduling type and conversion goal for the campaign.

Delivery Scheduling

There are three types of scheduling available for General Push Campaigns:

Field Action

Campaign Time Zone

Select the time zone in which the campaign is sent.

As soon as possible

Sends the campaign immediately to the target users. 

At a particular date and time

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

Use the up and down arrows to set the date and time.

Conversion Goals

Conversion goals help you to track your business metrics in relation to a campaign and help you measure how your campaign helped you achieve your business metrics. 

You can choose any of the app events as a conversion goal activity and can set more than one conversion goal. The first goal will be treated as a primary goal.

For example, 

You want to track that after sending the campaign, how many customers made the Purchase event for Product iPhone. Your conversion goal set-up will look something like this. Here iPhone purchase is the Goal Name; Made Purchase is the App Event that you want to track; the product is event attribute/property which has value as iPhone

Goal01.png

With multiple conversion goals, you can now track more than one business metric or can visualize a funnel for your user actions.

For example,

You to want to check:

  1. How many users have viewed the product page
  2. How many of them added that product to the cart
  3. How many of them made a successful order

Tracking Revenue Performance

With MoEngage, you can very easily track revenue for your campaigns. Revenue and RoI of the campaigns are available to you. For example, you can answer the question of how much revenue my product made after sending a communication. 

While setting the conversion goal, you can choose for which goal do you want to track the Revenue. Choose the goal by marking the check-box under Track $. In the example below, we are tracking the revenue for orderSuccessfulevents.

Goals02.png

Revenue Tracking is optional and non-mandatory. You can uncheck the Track $ check-box to disable it.

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

Revnue.png

Set Attribution window

We also allow you to set an attribution window i.e. duration, calculated from the time at which user 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.

Attribution Window.png

Campaign Priority

Set a priority for your In-App campaign as Critical, High, Medium, Normal, and Low

CampaignPriority.png

Delivery Controls

You can select the following options for your In-App Campaign:

  • Select Auto dismiss after time in seconds, In-App will be dismissed even though the user does not perform any action on it.
    However, the frequency of a campaign can be controlled by entering the number of times to show the message and the minimum time delay between two messages.
  • As the name suggests, "Auto Dismiss" dismisses the In-App after the specified duration.

    What is a Persistent In-App?

    As the name suggests Persistent In-Apps are shown even after the primary call to action is satisfied. In every case, In-Apps will honor the other delivery criteria like the minimum delay between In-App and minimum delay between the same In-App. 

DeliveryControls.png

Your campaign is now ready to be sent.

Delay between two campaigns

If you have more than one In-App campaign created, you can also stagger them by setting a minimum delay between two messages from different campaigns. To do that, go to Settings->In App NATIV

Here you can set the minimum delay between two In-App messages from different campaigns. The delay is in minutes. With this setting, if your user sees Message from Campaign 1 at time T, and if another message is sent at the time before T+15, it is not displayed.

In-AppSettings.png

 

 

 

 

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