Create Push Campaigns

To create a push campaign:

1. Navigate to MoEngage Dashboard.
2. From the Left navigation menu, select Engage > Campaigns
3. Click + Create Campaign ( top right corner of All Campaigns Page).
   
   
4. From the Left navigation menu select Create New > under Engage Campaigns.
5. Click Push.
6. Select one of the following campaign delivery types:
   • One Time
   • Periodic
   • Event Triggered
   • Device Triggered
   • Location Triggered
     For more information about delivery types, refer to Delivery Types.

Define Campaigns

Configure the following to define your campaign.

Team

If your organization has teams enabled, select the Team in the dropdown. For more information, refer to Teams in MoEngage.

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 characters.

Select campaign tags from the drop-down list.  You can select up to 5 tags.

For more information, refer to Campaign Tags.

Trigger Criteria

To define a condition:

1. In the IF user section,
   1. From the Select User Actions drop-down, select the user action to filter and send the campaign based on the condition.
      The filter is the primary filter condition.
   2. Either:
      1. Click Add Attribute to add attributes to the filter.
      2. Click ADD AND FILTER to add another filter using along with the primary filter.
2. In the THEN trigger the message section, do the following:
   1. Select Immediately to send the campaign within the next 30 to 60 seconds.
      You can send the campaign with only the If condition.
   2. Select With Delay and provide the following details within which to send the campaign:
      
      1. Type the number and select the minutes or hours or days.
      2. Select Before or After the time.
      3. Select from the drop-down for the IF condition.
   3. Click Use Intelligent Delay Optimization to optimize the delay in real-time for the campaign to be sent after the user event conditions are satisfied. For more information, refer to Trigger delay optimization.

Event-triggered Push Campaigns

Configuration without an event property

Set an Event-Triggered campaign to target users who have not purchased in the past 30 days; when the users abandon the cart and does not complete the purchase within the next 45 mins, meaning IF the user has executed the event Added to Cart AND has not executed event Purchase.

Select the user/derived event in the "if" condition and enter the event attributes. You can enter additional event attributes as well.

Configuration with an event property

With event triggers, you can also trigger the message with respect to the event attribute values of your IF event. For instance, you want to remind your users who have booked a flight two hours before the flight time. Here, you create your trigger on the Flight Booked event using the event property Flight Time. Set the message to be sent two hours before the flight time.

Other examples

• Send discounts/reminders to your subscribers before the subscription expiry.
• Send the communication minutes before the flash sale to shoppers who have registered for it.
• Send a reminder before customer travel date and time, cross-sell hotels/experiences/local transport or restaurant bookings.
• Remind customers to refill consumables before they finish.

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 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.

For more information, refer to Preference Management.

Click Send campaign to users opted-out in Preference Management to send the campaigns to users who have opted-out of receiving campaigns.

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.

Select Platform

1. Select the platform for the push campaign.
2. If you select Android, you can Send this campaign using Push Amp+.
   For more information, refer to Push Amp+ and Delivery Impact.
   If you select Web as the platform, follow the steps as described in Create Web Push Campaign.
3. Click Send only to platform where IF events triggered to send the campaigns to users only when the IF event is triggered (Only available for Event Triggered and Device Triggered delivery types).

Location Triggered

1. Click ADD GEOFENCE.
   
   The Add Geofence page is displayed:
2. Type or paste the Geofence name.
3. Select from the drop-down one of the following to trigger the push message on entry/exit/stay inside the geo-fence.
   • User enters the Geo Fence - A message will be triggered when the user enters the defined perimeter.
   • User exits the Geo Fence - A message will be triggered when the user exits the defined perimeter
   • User stays in Geo Fence - Message will be triggered when a user enters and stays inside the defined perimeter for X mins.
   • Please note that this type of trigger is supported only for Android. If your customers receive a large number of alerts when driving briefly past your geofences, dwell-based fences are very effective to reduce this spam.
4. Search for the location and the Latitude and Longitude is auto-populated or provide the following:
   • Enter the Latitude.
   • Enter the Longitude.
   • Enter an appropriate radius parameter for the geo-fence to be triggered.

For the example below, a geofence of 7 km is set around Foley Sq in New York. It will be triggered based on the trigger choice. 

Click the "Add Geo-fence" button to add this geo-fence. You can add multiple geo-fences with separate messages and locations for each. Remove a geo-fence by clicking on the "x" sign in the geo-fence list.

Click the Next button to move to the "Content" tab.

Control Groups

You can enable the control groups to which you want to send the campaign.

In the Enable Control Group section

1. Click Global control to not send the campaign to all the users in the control group.
2. Click the Campaign control group to not send the particular campaign to the control group.
   For more information about control groups, refer to Control Group.

Click Next or use the tabs on the top of the create campaign navigation

Content

Content Definition

Select one of the templates and follow the steps described in Push Templates.

MoEngage recommends that you verify your push message displayed in the preview and then click next to set the schedule and goals of the campaign.

(Optional) Running Test Campaigns

Test campaigns enable previewing the campaign on a test device to make sure your intended message is being conveyed in your desired way. You can test the campaign you have just created by selecting a custom attribute and providing the value for a test user.

Scheduling & Goals

Select a scheduling type and conversion goal for the campaign.

Delivery Scheduling

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 iPhonePurchase is the Goal Name; Made Purchase is the App Event that you want to track; product is 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, you can do so with multiple conversion goals.

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 the goal for which you want to track the Revenue by enabling the 'Revenue Performance' toggle.  In the example below, to track revenue for orderSuccessful events, the 'Revenue performance' toggle needs to be enabled.

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

 

Delivery Controls for All Campaigns

1. Enable the Ignore frequency capping to ignore the frequency capping settings. For more information, refer to Frequency Capping.
2. Enable Ignore global minimum delay to ignore the settings for the minimum delay set for push notifications
3. Set the throttling for push notifications. For more information, refer to Push Throttling.

Delivery Controls for Triggered Campaigns

Do the following:

1. Provide the minimum delay between two notifications.
2. Enable Ignore DND settings to ignore the do not disturb settings. For more information, refer to Do Not Disturb for Triggered Push Campaigns. 

Advanced Settings

Push Expiry

For iOS and Android platforms, in case you wish to stop sending push notifications after a particular time, or don't want users to receive a push notification after a certain duration, you can enter the duration value in hours for "Expire Push Notifications after".

Additionally, if you are using the Notification Center (Inbox) feature of our SDK, then you can mention the duration for which the notification has to be present in the Inbox as shown in the image below. The duration can be set in days or hours. By default, the value will be set to 30 days.

Priority

Android

Click Send at priority to send the campaign as a priority notification.

iOS 15 and later

For more information, refer to Notifications in iOS 15.

Do the following:

1. Select from the Interruption Level drop-down one of the following to set the priority of the notification:
   1. Active
   2. Passive 
   3. Time-sensitive
   4. Critical
2. Set the Relevance Score for setting the importance of the notification.

 

Next Steps

Your campaign is now ready to be sent. Click on Publish button, confirm in the dialog box and your campaign is created.

After successful campaign creation, the campaign info page is displayed and you can view the campaign performance stats such as impressions, clicks, conversions, and other details as described in Push Campaign Analytics.

You can modify the campaigns as described in the Edit Push Campaign section.

Reach out to us directly from your MoEngage Dashboard -> Need Help? -> Contact Support or send an email to support@moengage.com.