Create Push Campaigns
To create a push campaign:
- Navigate to MoEngage Dashboard.
- From the Left navigation menu, select Engage > Campaigns
- Click + Create Campaign (
top right corner of All Campaigns Page).
- From the Left navigation menu select Create New > under Engage Campaigns.
- Click Push.
- 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.
Campaign Tags
Select campaign tags from the drop-down list. You can select up to 5 tags.
For more information, refer to Campaign Tags.
Trigger Criteria
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Note If you are setting up Event-Triggered or Device Triggered Campaigns, you can follow the directions for Trigger Criteria. Otherwise, for One Time, Periodic, or Location Triggered campaign delivery types, please skip to Target Audience. |
To define a condition:
- In the IF user section,
- 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. - Either:
- Click Add Attribute to add attributes to the filter.
- Click ADD AND FILTER to add another filter using along with the primary filter.
- From the Select User Actions drop-down, select the user action to filter and send the campaign based on the condition.
- In the THEN trigger the message section, do the following:
- Select Immediately to send the campaign within the next 30 to 60 seconds.
You can send the campaign with only the If condition. - Select With Delay and provide the following details within which to send the campaign:
- Type the number and select the minutes or hours or days.
- Select Before or After the time.
- Select from the drop-down for the IF condition.
- 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.
- Select Immediately to send the campaign within the next 30 to 60 seconds.
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:
- Select desired user property and filter conditions.
- 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:
- Select the execution condition and the desired user activity (event)
- Provide event frequency and time duration for the event execution
- Add Event attribute with a filter condition
- 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:
- Select the desired user event or attribute.
- 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
- Type or use the arrows to provide time duration for the event execution.
- 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.
- Click Add Filter.
- Click AND or OR button.
- 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
- Select the platform for the push campaign.
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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. - 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
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Note To configure Location Triggered Campaigns, follow the steps mentioned below. For other campaign delivery types, please skip to Control Groups. |
- Click ADD GEOFENCE.
The Add Geofence page is displayed: - Type or paste the Geofence name.
- 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.
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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
- Click Global control to not send the campaign to all the users in the control group.
- 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
Field | Description | ||||||||
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As soon as possible | Send 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.
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Select one of the following:
Field | Description |
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At fixed time |
Follow these steps to send the campaign on a specific date and time.
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Send in user time zone |
Follow these steps to send the campaign on a specific date and time within the time zone of the user.
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Best time to send (Sherpa) |
Follow these steps to send the campaign based on the MoEngage intelligence determined date and time.
For more information, refer to the Best time to send. |
Pre-compute Audience
Click Compute target audience in advance to eliminate segmentation delays and ensure that campaigns are sent faster and at the right time to pre-compute the target users. For more information, refer to Pre-Compute Segments and send Push at the right time.
Field | Description |
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Campaign Time Zone |
Select the campaign time zone in which the campaign is sent |
Start Date |
Set the start date at which the campaign is sent. |
Send Time |
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End Date | Set the end date at which the campaign is stopped. |
End Time |
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Supported formats for Date and Time Attributes
- Date/Time Format sent using MoEngage SDK
- Date/Time values sent in String formats as under:
- “EEE MMM dd HH:mm:ss Z yyyy”
- “EEE MMM dd HH:mm:ss yyyy zzz”
- “EEE, MMM dd HH:mm:ss yyyy zzz”
- “EEE, dd MMM yyyy HH:mm:ss zzz”
- “EEE,dd MMM yyyy HH:mm:ss zzz”
- “EEE, dd MMM yyyy HH:mm:sszzz”
- “EEE, dd MMM yyyy HH:mm:ss”
- “EEE, dd-MMM-yy HH:mm:ss zzz”
- “yyyy/MM/dd HH:mm:ss.SSS zzz”
- “yyyy/MM/dd HH:mm:ss.SSS”
- “yyyy/MM/dd HH:mm:ss zzz”
- “yyyy.MM.dd HH:mm:ss”
- “yyyy-MM-dd HH:mm”
- “MMM dd yyyy HH:mm:ss. zzz”
- “MMM dd yyyy HH:mm:ss zzz”
- “dd.MM.yyyy HH:mm:ss zzz”
- “dd MM yyyy HH:mm:ss zzz”
- “dd.MM.yyyy; HH:mm:ss”
- “dd.MM.yyyy HH:mm:ss”
- “dd.MM.yyyy zzz”
ZZZ - Represents the reported timezone
EEE - Represents Day of the Week e.g. Tue
MMM - Represents Month of the Year e.g. Jun
HH:MM:SS - Time that represents the hour of the day, minutes of the hours and seconds of the minute
DD:MM:yyyy and DD:MM:YY are the date formats as most commonly used
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We do not support MM/DD/YYYY formats. In case if time-zone is not mentioned in your event property, it will be considered as UTC and notification will be sent accordingly. |
To sum up, Event-Triggered campaign is a great way to engage the right users (through segmentation) at the right time (through event triggering).
The campaign will be sent only when
- The event property/attribute which is being used to create these types of triggers (like flight_time example), is in a valid date-time format. If it is not in date-time format, the string should have data in one of the supported formats. If the selected attributes do not contain data in any of these formats, the campaign won't be sent to your users.
- The date/time value from the attribute is greater than the time at which the trigger condition is fulfilled
- The date/time value from the attribute is less than 30 Days + the time at which trigger condition is fulfilled e.g. If your trigger condition is fulfilled at date D, your notification will be sent only when the attribute value is less than D+30
- The Intelligent Delay Optimization does not work for campaigns sent on the relative timing
Field | Description |
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Campaign Time Zone |
Select the campaign time zone in which the campaign is sent |
Start Date |
Set the start date at which the campaign is sent. |
Send Time |
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End Date | Set the end date at which the campaign is stopped. |
End Time |
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Location campaigns are started as soon as the campaign is created and are triggered when a user satisfies the location/radius criteria.
The campaign frequency can be limited by setting an upper cap on the number of times to display the message in a defined time interval.
Location triggered campaigns have an option to include a time-bound for the notification. If "Limited Period" button is selected, the user will get notification only between specified time intervals with respect to a time zone. Multiple time bounds can be entered here (for example, cover both evening and morning times). Selecting "Always" button will not time bound the campaign.
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.
- 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?
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
- Enable the Ignore frequency capping to ignore the frequency capping settings. For more information, refer to Frequency Capping.
- Enable Ignore global minimum delay to ignore the settings for the minimum delay set for push notifications
- Set the throttling for push notifications. For more information, refer to Push Throttling.
Delivery Controls for Triggered Campaigns
Do the following:
- Provide the minimum delay between two notifications.
- 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.
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Information
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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:
- Select from the Interruption Level drop-down one of the following to set the priority of the notification:
- Active
- Passive
- Time-sensitive
- Critical
- 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.