Overview

In-App Campaigns target users by showing a message while the user is using your app. The 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:

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

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

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:

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

This filter option 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 properties such as first seen, last seen, city, and so on.

Select the User property tab and do the following:

1. 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.
2. Provide the filter value(s) to create the desired user segment.

For more information, refer to Create Segments.

Use User Behavior

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 User Affinity

Affinity Segments are 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:

1. Select the desired user event or attribute.
2. Select the user affinity parameter from
   • 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
3. Type or use the arrows to provide time duration for the event execution.
4. Click the Attribute button to add more attributes to the filter.

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.

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.

Add control groups (optional)

You can also add control groups. A control group is a set of users added to an exclusion list.  These users will not receive the marketing campaign. You can measure the effectiveness of your campaigns by comparing this group with the target group of users who received your campaigns. Read more about control groups. 

 

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

Content

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

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

Common Actions

1. Click Mirror platforms to use the same template and configure the message together 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 Locales to add up to 10 locales for a single campaign. 
   For more information, refer to Using Locales.
4. Click the template to change the template.
5. Click to 
   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: Click on the Image URL field and type or paste the URL of the image. Click Upload Image and drag and drop the image or click upload from the computer to upload the stored image. info Information Ensure that the image size is lesser than 10MB 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. Applicable only for entry animation. Fade out - Message displays with the fade-out effect. Applicable only for exit animation.
Close Button	Enable or disable the display of the close button. From the Type drop-down customize the appearance of the close button by selecting one of the following: White-filled (Android only) Black-filled Grey-filled Brown-filled Cross only black Cross only grey Black-empty (iOS only) From the Close button placement select the placement as one of the following: Left  Right
Border	Select the following: Use the slider to define the Width of the border in pixels. Use the slider to define the Radius of the border in pixels. 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: Select one of the following: Navigate to screen - From the drop-down, select the screen to which the user needs to navigate. Deep link - Type or paste the URL to which the user needs to navigate to. Rich landing - Type or paste the Rich landing page to which the user needs to navigate to. Click New KV Pair (optional) In Key value pairs, enter the key and value. Dismiss Dismiss the In-App message. Track event Type or paste the name of the event to track. Share Type or paste the text to be shared with the user. Set user attribute Select the user attribute from the drop-down. 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 Type or paste the phone number and message to which the user needs to send the SMS. Navigate to Settings Take users to the app Settings screen. This option is only available on iOS Notification Action Invoke system notification permission. This option is only available on iOS Custom Action Add key-value pairs for custom action.
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 the 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: Use the slider to define the Width of the border in pixels. Use the slider to define the Radius of the border in pixels. Select or type the hexadecimal code of the Border color.

Image

Do one of the following:

Field	Description
Image URL	Click on the Image URL field 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 the computer to upload the stored image. info Information Ensure that the image size is lesser than 10MB 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: Select one of the following: Navigate to screen - From the drop-down, select the screen to which the user needs to navigate. Deep link - Type or paste the URL to which the user needs to navigate to. Rich landing - Type or paste the Rich landing page to which the user needs to navigate to. Click New KV Pair (optional) In Key value pairs, enter the key and value. Dismiss Dismiss the In-App message. Track event Type or paste the name of the event. Type or paste the value for the event. Share Type or paste the text to be shared with the user. Set user attribute Select the user attribute from the drop-down. 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 Type or paste the phone number to which the In-App message is sent. Type or paste the content of the SMS. Navigate to Settings Take users to the app Settings screen. This option is only available on iOS Notification Action Invoke system notification permission. This option is only available on iOS Custom Action Select custom action and do the following: Click New KV Pair 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: Select one of the following: Navigate to screen - From the drop-down, select the screen to which the user needs to navigate. Deep link - Type or paste the URL to which the user needs to navigate to. Rich landing - Type or paste the Rich landing page to which the user needs to navigate. Click New KV Pair (optional) In Key-value pairs, enter the key and value. Dismiss Dismiss the In-App message. This is the default action.  Track event Type or paste the name of the event. Type or paste the value for the event. Share Type or paste the text to be shared with the user. Set user attribute Select the user attribute from the drop-down. 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 Type or paste the phone number and message to which the user needs to send the SMS. Request notification permission Android - Invoke system notification permission. If the system notification permission has been requested multiple times, it would take the user to the application notification settings screen where the user can manage notification permission. iOS - Invoke system notification permission. Navigate to Notification Settings Take the user to the application notification settings screen where the user can manage notification permission. Android only. Navigate to Settings Take the user to the application settings screen where the user can manage notification permission. iOS Only Notification Action Invoke system notification permission. This option is only available on iOS Custom Action Add key-value pairs for custom action.
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 the 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: Use the slider to define the Width of the border in pixels. Use the slider to define the Radius of the border in pixels. Select or type the hexadecimal code of the Border color.

Personalization

You can personalize the content of the in-app campaign. Use@to personalize the content or image.

You can personalize the content using User Attributes, User Events, Product Sets, Content APIs and Content Blocks.

For more information, refer to

• MoEngage Templating Language (JINJA)
• Derived Events & Attributes
• Product Sets
• Content APIs 
• Content Block

Do the following:

1. In step 2 of campaign creation, click on the text box or the image property URL.
2. Type @ to personalize the content.
3. Click either Data personalization or Content Block.
4. Click the Data personalization tab and from the drop-down, select one of the following
   1. User Attributes

   2. Select one of the following as for alternate (Fallback) to the personalization:

      • No Fallback
        Choose the option for personalized content. The option results in no alternates when the personalization does not work.
      • Do not send In-App
        Choose the option where if the personalization does not work, In-App messages are not sent.
      • Replace Text
        Type or paste the text used when the personalization does not work.
   3. Product Sets
   4. Content API
      1. Modify the values of the parameters of the Content API.
5. Click the Content Block
   1. Select the content block to be inserted
   2. Click Insert only the content of the content block.
6. Click Done. 

 

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 delivery scheduling options available for In-AppCampaigns:

Field	Action
As soon as possible	Sends the campaign immediately to the target users. You can select the time zone in which the campaign is sent.
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 about a campaign and help you measure how your campaign helped you achieve your business metrics. 

Adding a conversion goal is mandatory only when the selected metric to be optimized by Sherpa distribution is Conversion. For the rest of the cases, while creating a campaign, the conversion goal is optional.  

You can choose any of the app events as a conversion goal activity and can set more than one conversion goal. No more than 5 conversion goals can be added to a campaign. In the case of multiple conversion goals, the first goal will be treated as a primary goal. 

For example, if you want to track the number of customers who have made the Purchase event for Product iPhone after sending the campaign, your conversion goal set-up will look like this. Here iPhone purchase is the Goal Name; Made Purchase is the App Event that you want to track; the product is the event attribute/property which has value as iPhone.

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

For example, if you want to check the following, multiple conversion goals can be used.

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. The 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 you want to track the Revenue. Choose the goal by marking the checkbox under Track $. In the example below, we are tracking the revenue for Product Purchased events.

Revenue Tracking is optional and non-mandatory. You can toggle the revenue performance 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.

Set Attribution window

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

Campaign Priority

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

Delivery Controls

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

 

• The frequency of a campaign can be controlled by entering the number of times to show the message. Note - Frequency capping will work on the device level and not the user level. This means if your user has been logged on to two devices at once, they will receive the campaign on both devices even if the frequency setting has been set to 1. 
• Add a minimum delay between two messages to control the frequency and timing of showing in-app to the user. 
• You can choose to enable or disable the global minimum delay settings for this particular campaign. 

• As the name suggests, "Auto Dismiss" dismisses the In-App after the specified duration. Select Auto dismiss after time in seconds, In-App will be dismissed even though the user does not perform any action on it.

   

Your campaign is now ready to be sent.

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

Note - this minimum delay will apply to messages from different campaigns and the same campaign. 

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 a Message from Campaign 1 at time T and if another message is sent at the time before T+15, it is not displayed.

Your campaign is now ready to be sent. Click Publish and provide confirmation 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.