To create an In-app campaign:

1. Navigate to the MoEngage Dashboard.
2. From the left navigation, use one of the following options:
   • Click Engage > Campaigns. The All campaigns page is displayed. At the top right corner, click + Create campaign. The Create campaign page is displayed.
     
   • Click Create New > Campaign. The Campaign page is displayed.
     
3. Under Inbound, click In-app. The In-app creation page is displayed.
   

Steps to Create an In-App Message Campaign

The following are the steps to create an In-app message campaign:

1. Target users: Define the target audience for the campaign.
2. Content: Define the content of the campaign 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: Enter 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 a maximum of five tags. For more information, refer to Campaign Tags.

Select Platform

In the Target platforms section, select the required platforms:

The available options are: Android iOS

Trigger Criteria

This section describes the trigger criteria for the In-app campaign.

Select Target Audience

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

After selecting the filter criteria, you can do the following as well:

• Create Multiple Filters: You can create and combine multiple user property rules, user activity rules, and custom segment rules to create a complex user segment using this option.
  1. Click + Filter.
  2. Click AND or OR.
  3. Select the attribute or event and define the filter conditions.
• Exclude Users: Select this checkbox to define the filter criteria for users to be excluded from the campaign.
• Reset filters: Click this option to reset the segmentation filters.
• Show count: Click this button to display the total number of users who are currently in the configured segment.

In-session Attributes

In-session attributes enable you to group and target users based on their actions within the current app session. For example, by utilizing in-session attributes, onboarding flows can be exclusively displayed to new users visiting your app for the first time. This method ensures that these users receive a customized experience right away during their initial session.

To add an in-session attribute:

1. Click the + In-session attributes button and select the required attribute from the list.
   
2. Use And/Or to combine multiple in-session attributes.
   
   
3. Select the Exclude Users check box to exclude users based on their in-session activity.

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

• Query Parameter: This attribute 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 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 identify the campaigns driving users to websites. You can use UTM and custom parameters to segment users and personalize the experience.
• User Type: This attribute lets you segment users based on whether they are new or returning. The SDK stores user details (unique_id) for each user in the app storage. The user is considered a Returning User if the associated user details exist in the SDK data storage. Otherwise, the user is considered New.  Hence, if the user clears the app cache, the user is considered new.
  • Note: If two users (User 1 and User 2) are using the same device and User 2 logs in after User 1, User 2 would be considered a returning user.
• Day of the Week: This attribute lets you segment users based on the day of the week on which they visit your app.
• Time of the Day: This attribute lets you segment users based on the hour of the day on which they visit your app. You can choose from any of the one-hour slots in a day available in the list.
• GeoLocation: This attribute lets you segment users based on their geolocation when they visit your app. You can choose the country, state/region, and city where the user is located or exclude a specific country.

Control Group

This section contains information about control groups for the campaign. Control Groups are enabled only for promotional campaigns. They are not applicable for transactional campaigns. You can enable the control groups to which you want to send the promotional campaign.

In the Control group section: Turn the Global control group toggle on to not send the campaign to all the users in the control group Turn the Campaign control group toggle on to not send the particular campaign to the control group. For more information, refer to Control Group.

Click Next or use the tabs at the top of the create campaign navigation to move to Step 2 "Content".

Step 2: Content

The following options are available to add content:

• Prebuilt and saved templates
• Start from scratch

Prebuilt and Saved Templates

This option allows you to choose a template from the following options: All, Pre-built, Saved templates, and API templates. The All option is chosen by default. 

You can do the following in this section:

1. Search templates: You can search for a template by specifying its name in the Search templates search bar.
2. Filter templates: You can filter the templates using the following options:

• • Filter By Type: You can filter the templates based on the type of pre-built templates (Nudges, Carousel, Pop-up, and so on).
  • Filter By Use Case: You can filter the templates based on their use (Promotional, Feedback, Survey, and so on).
  • Filter By Content: You can filter based on the template's content (templates that contain only text, templates that contain buttons, and so on).
  • Filter By Editor: You filter based on the editor that supports the template (Native, HTML, or Self Handled).

Pre-built Templates

Start from Scratch

This option allows you to choose from the following options:

• Self Handled: For more information, refer to Self Handled In-App Template. 
• Zip upload: For more information, refer to Zip Upload Templates.
• Custom HTML upload: For more information, refer to HTML In-App Templates.

Add Content to the Template

Perform the following steps to add content to the selected template and template type.

Common Actions

1. Turn the Mirror platforms toggle on to use the same template and configure the message together for the selected platforms.
2. Click + A/B test to create a variation. You can create a maximum of five variations.
   For more information, refer to A/B Testing Overview.
3. Click + Locales to add a locate. You can add a maximum of  10 locales for a single campaign. 
   For more information, refer to Using Locales.
4. Click the icon to:
   1. Save Template
   2. Change Template
   3. Reset Template

Click to modify the content:

Template settings

Text

Image

Do one of the following:

Buttons

Personalize Content

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
• Auxiliary Data

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: 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. 

Step 3: Schedule and Goals

This section contains the following:

• Delivery Schedule: Choose when the campaign should be delivered to your users and the periodicity of delivery.
• Conversion goals: Choose the conversion goals and revenue metrics to be tracked for the campaign.
• Delivery controls: Choose the advanced delivery control options such as throttling, frequency capping, and expiration settings for the notification.

Delivery Scheduling

The following delivery schedule options are available for In-App Campaigns:

Conversion Goals

You can add conversion goals to track the business metrics for your campaigns. You can track a maximum of 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 have purchased an iPhone after your campaign was sent. (Event: Purchase event, Product: iPhone). Your conversion goal setup might be similar to the following image:

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 orderSuccessful events, you must enable the Revenue performance toggle.

After choosing the goal, you can select the numeric attribute that captures the order's total monetary value. In this example, cartValue contains the total order value. You can 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 since the user has received/clicked the campaign, for which you want to attribute the conversion goals to a specific campaign.) By default, it is set for 36 hours while the maximum attribution window can be set up to 10 days. In the example below, the attribution window is set to 5 hours.

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:

• Limit the maximum number of times a user can see messages from this campaign to: 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 of this campaign: Add a minimum delay between two messages to control the frequency and timing of showing in-app to the user. This setting is disabled for Nudge Templates.
• Ignore global minimum delay: You can choose to enable or disable the global minimum delay settings for this particular campaign. 

• Auto Dismiss message after: This option dismisses the In-App message after the specified duration. Select the time in seconds. After the specified time, In-App message will be dismissed even though the user does not perform any action on it.

Your campaign is now ready to be sent. Click Publish and provide confirmation in the dialog box that opens up to create the campaign. After the campaign is created successfully, the Campaign Info page will be displayed.