Create Push Campaigns

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_UsingCreateCampaign.png
    2. Click Create New > Campaign.
      The Create Campaign page is displayed.
      CreateCampaign_UsingCreateNew.png
  3. Click Push.
  4. Click on any 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.

Target Users

Campaign Definition

Teams

Select the team, if your organization has teams enabled. For more information, refer to Teams in MoEngage.

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.

Tigger Criteria (Smart Trigger Only)

 

INFORMATION

Applicable to both Event-Triggered and Device Triggered Campaigns

 

When you select Event-Triggered or Device Triggered Push Campaign, provide the user event conditions using which the campaign is delivered. The condition is based on the If-Then logic.

To define a condition, do the following:

  1. In the IF user section, do the following:
    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. Do one of the following:
      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 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.

Examples for event-triggered push campaigns

Example without 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 do not complete the purchase within the next 45 mins that is IF the user has executed the event Added to Cart AND has not executed event Purchase.

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

Example with event property

With event triggers, you can also trigger the message with respect to the event attribute values of your IF event. Say you want to remind your users who have booked a flight, 2 hours before the flight time. You will then create your trigger on Flight Booked event using the event property Flight Time. Set the message to be sent 2 hours before the flight time.

Other examples

  • Send discounts/reminders to your subscribers before subscription expiry
  • Send communication minutes before the flash sale to customers who have registered for it
  • Send reminder before customer travel date and time, Cross-Sell Hotels or Experiences or Local Transport or Restaurant Bookings
  • Remind customers to refill consumables before it ends.

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.

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.
    Platform.png
  2. If you select Android, you can Send this campaign using Push Amp+.
    For more information, refer to Push Amp+ and Delivery Impact.
  3. If you select Web as the platform, follow the steps as described in Create Web Push Campaign.
  4. Click Send only to platform where IF events triggered to send the campaigns to users only when the IF event is triggered.

Location Triggered Only

  1. Click on ADD GEOFENCE button.
    AddGeofencebutton.png
    The Add Geofence page is displayed:AddGeoFence.png
  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 - Message will be triggered when user enters the defined perimeter.
    • User exits the Geo Fence - 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 basis 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 "x" sign in the geo-fence list.

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

Control Group

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 for setting 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.

TestCampaigns.png

Scheduling & Goals

Select a scheduling type and conversion goal for the campaign.

Delivery Scheduling

One-time Periodic Event-Triggered Device Triggered Location Triggered
Field Description
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.

Daily.png Select one of the following:

Field Description
At fixed time

Follow these steps to send the campaign on a specific date and time.

  1. Select the campaign time zone
  2. Set the start date 
  3. Set the send time at which the campaign is sent.
  4. Select AM or PM
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.

  1. Select the campaign time zone
  2. Set the start date 
  3. Set the send time at which the campaign is sent.
  4. Select AM or PM
  5. Select Yes, send it to deliver the campaign in the time zone
    OR
    Select No, don't send it to not deliver the campaign in the time zone.
Best time to send (Sherpa)

Follow these steps to send the campaign based on the MoEngage intelligence determined date and time.

  1. Select the campaign time zone
  2. Set the start date 
  3. Set the start time at which the campaign is sent.
  4. Select AM or PM
  5. Set the time until which the campaign is sent to users. (Send messages based on best time only till)
  6. Select AM or PM
  7. Click View best time distribution to see how the best time is distributed in a graph.
  8. Select Send message at start time or end time to send the campaign outside of the best time set for user.
    OR
    Select Do not send message to not send the campaign.
  9. Select Yes, send message at 00:00 pm to send the campaign in the set time when the user in not available during the best time.
    or
    Select send at the app best time to send the campaign based on the set best time in the app.
    OR
    Select Do not send to not send the campaign.

For more information, refer to the Best time to send.

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

conversiongoal.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 orderSuccessful events.

ordersuccessful.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.

Trackrevenue.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.

AttributionWindow.png 

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 notification. For more information, refer to Push Throttling.

DeliveryControls_01.png

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

DeliveryControls.png

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.

Advanced.png

 

INFORMATION

  • Inbox Expiry feature is available from MoEngage iOS SDK version 3.6.0 and above. And for Android it's available from SDK version 7.7.13. In Android, for SDK versions below 7.7.13, inbox expiry can be set using gcm_msgttl key(set the value in this format : yyyy/MM/dd HH:mm:ss).

  • In Android use both Inbox Expiry setting as well as gcm_msgttl key if you have user base in SDK version below 7.7.13 as well as at SDK version 7.7.13 or above. 

Priority

Android

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

Priority_Andriod.png

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.

Priority_iOS.png

 

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 Edit Push Campaign .

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

 

Was this article helpful?
8 out of 10 found this helpful