Create Web Push Campaign

Create a web push campaign using the following steps:

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.
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    2. Click Create New > Campaign.
      The Create Campaign page is displayed.
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  3. Click Push.
  4. Click on any one of the following campaign delivery types:
    • One Time
    • Periodic
    • Event-Triggered
      For more information about delivery types, refer to Delivery Types.

Segmentation

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 and the maximum limit is 256 characters.

Campaign Tags

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

For more information, refer to Campaign Tags.

Select Platform

Select the platform as Web to create a web push Campaign.

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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 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.

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.

Campaigns to Opt-out users

Click Send campaign to opt-out user to send the campaign to users who have opted out of receiving campaigns.

For more information, refer to Preference Management.

Trigger Events for the campaign

When you select Event-Triggered Push Campaign, you need to 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.

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

Messaging

You can create the message you wish to show in the web push notification. A preview of the message is shown on the right half of the screen.

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The various parts of the web push message are:

 

Message Content

To create the message for the web push campaign do the following:

Field Action

Message Title

Enter the title of the campaign.

Message

Enter the content you wish to display in the campaign.

Redirect URL

On notification click, the user is redirected to this URL

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Icon Image

This is the icon displayed in the push message - you can either select the default icon (present in Web Push settings) or upload a new icon

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Notification Dismiss

 

  • You have an option to auto-dismiss the message automatically after 8 sec. or display the push message until the user has interacted with the message (either swiped the message or clicked on it)

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Images

Images add rich and eye-catching context to your push messages. In the messaging tab, select the image icon, to add an image to your message. You can see the preview of the message on the left half of the screen. Image support is available on 56+ versions of chrome browsers. Heavy images in size, can lead to bad experiences while loading. So we recommend limiting the image sizes to as less as possible and an aspect ratio of 1.5: 1 (Width: Height).

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Action Buttons

Action buttons enable you to add a maximum of 3 calls to action to your messaging. You can access this by clicking on the Buttons icon in the messaging tab. Action Buttons are supported with 50+ versions of chrome browsers. You can also add a small icon to the action buttons, adding visual context to the action. You can also specify the redirection URL, the user will be taken to that page when he clicks on the action button. If you do not mention the redirection URL, nothing happens on the user clicks on the action button. While action button text is mandatory, icon and redirection URL is optional. You can add up to a maximum of 2 action buttons in a push message as a web push setting as an action button is by default added by the browser. 

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MoEngage recommends that you verify your push message as being shown in the preview before moving over to Scheduling & Goals.

Scheduling & Goals

Select a scheduling type and conversion goal for the campaign.

Delivery Scheduling

There are three types of scheduling available for General Push Campaigns:

Field Action

As soon as possible

This starts the campaign as soon as it is created.

At a particular date and time

Enter the date, time, and time zone for the campaign to be sent.

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Periodic/Recurring

 

Allows you to send the campaign at a particular time in a time zone after every defined number of days.

You need to set an expiry date to stop the recurring campaigns.

 

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 how after sending the campaign, how many customers made the Purchase event for Term Policy. Your conversion goal set-up will look something like this. Here InsurancePolicy is the Goal Name; Policy Purchased is the App Event that you want to track; Product_Type is the event attribute/property which has value as Term

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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 using 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?

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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 toggling on the "Revenue performance" button. In the example below, we are tracking the revenue for addedToCart events.

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Revenue Tracking is optional and non-mandatory. You can toggle off the "Revenue performance" button to disable it.

Once you choose the goal, you can choose the numeric attribute which captures the total monetary value of the order. In the example below price 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. 

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(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 its value for a test user.

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Push Expiry

For the Web platform, in case you wish to stop the push notification after a particular time, you can enter the no. of hours in "Expire Push".

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Next Steps

Your campaign is now ready to be sent. Click on Create button, confirm in the dialog box and your campaign is created. Upon successful campaign creation, you will be taken to the campaign info page where you can view the campaign performance stats such as impressions, clicks, conversions, and other details mentioned in this article.

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

 

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