How to Message Users When They Enter a Location

Introduction

There are several use cases for marketers to send communications to their users based on the user's known location. If a user is within certain radius of your store, you can nudge them to:

  • Visit your store and try out the products in their wishlist or cart
  • Announce exclusive store deals

If yours is a "travel and hospitality" application, whenever user enters a new city, you can nudge them to:

  • Book a nearby hotel
  • Book or rent a cab service
  • Book a tour package in that city

In this article, we will create a Push campaign to nudge users with offers when they are within 5 km of your shop.

Expected Result

Users receive a Push Notification on their phones when they enter a defined location:

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Prerequisites

  • Integration of MoEngage Android or iOS SDK in your platforms. For more information, refer to the Developer Guide.
  • Events to track the action of a user adding an item to their cart, and related information such as the platform, added product’s ID, name, price. In this example, we will name the event as “Added to Cart”. To understand how to track events, refer to the Developer Guide.
  • Events to track the action of a user purchasing the product, and related information such as the platform, purchased product’s Id, name, price. In this example, we will name the event as “Added to Cart” and “Product Purchased” respectively. To understand how to track events, refer to the Developer Guide.
  • Settings for Push.

Create a Push Campaign

In this section, let us create a Push Notification campaign that triggers Push messages while a user enters defied regions:

Step 1: Target Users

  1. Navigate to the sidebar on the left and click Engage > Campaigns and click + Create campaign or click + Create new > Campaign.
  2. Under Outbound, select PushLocation Triggered.
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    You are taken to the first step "Target users" of defining your campaign.
  3. Enter the following details:
    1. Team: Select a team if your organization has teams enabled for your account. For more information, refer to Teams in MoEngage. For example, "UseCases".
    2. Campaign name: Enter a name for the campaign. For example, "Location Triggered Offers".
    3. Campaign tags: Select the required campaign tags.
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  4. Define your Geofence. While defining this, you can decide whether you want to show when a user enters this region, when a user exits, or when a user stays at this region for a defined time (only possible with Android).
    1. In the Geofence section, click + Add Geofence.
    2. In the Geofence name field, enter a name to the Geofence. For example, "Disneyland_Park".
    3. From the Send notification when drop-down, select when you want to show the communication. For this example, select "User enters the Geofence".
    4. From the Notification responsiveness drop-down, define your responsiveness as 5 minutes. This essentially is a frequency at which MoEngage checks if the user has entered the defined region or not.
    5. In the Search for a place search bar, search for the location of your store.
    6. Define the radius below the map.
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  5. Click Done to add the Geofence. This adds the fence and you can check the same from the Geofence section where you initially saw the + Add Geofence button.
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  6. If you want to add more than one fence, click + Add Geofence again and repeat the same process as mentioned in Step 4 above. If you want to edit something about the fence, click the Edit icon and make the required changes.
  7. In the Target Audience section, select users who have added items to their cart but not have purchased anything in the last 30 days.
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  8. In the Target Platforms section, select Android.
  9. Click Next to move to the second step "Content" where you can define the content that will go into your Push campaign.

Step 2: Content

  1. Select the template that you like to go with. For our example, select Basic notification.
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  2. Enter the required content for the campaign. We can enter a title, message, and summary manually, or generate it using Merlin AI. For more information, refer to Generate Push Messages with Merlin AI.
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  3. You can personalize the content further by entering information such as the URL, by adding buttons, and/or by adding coupons from the Advanced section.
  4. Add personalisation to the message using information such as the name of the user. Such personalization makes the message more contextual and makes the users feel connected. To do the same, enter “@". The Push Personalization pop-up is displayed from where you can select the information you want.
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    Clicking the first name makes the message content look something as follows:
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  5. Not all users can find your store from where they are. So you can do one of the following:
    • Add the link to your store from the deeplink option:
      1. From the Default click action drop-down list, select "Deeplinking".
      2. In the URL field, enter the link to your store.
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    • Add an action button to link to your store:
      1. Expand the Buttons section and click + Action button.
      2. In the Button name field, enter a name for the button.
      3. From the Click action drop-down list, select "Deeplinking".
      4. In the URL field, enter the link to your store.
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  6. Click Next to move to the third step "Schedule and goals" where you can define the schedule and goal of your campaign.

Step 3: Schedule and Goals

Location-triggered campaigns are published as soon as possible always. However, you can control when the message must be shown based on certain time rules.

  1. In the Time bound for Geofences section, select the Limited period option.
  2. Click + Another time bound to add more rules.
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  3. Add conversion goals that you like to track.
  4. Change the deliverability settings based on your requirements. For more information, refer to Create Push Campaigns.
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  5. Click Publish.

Conclusion

In this use case, we created an effective Push campaign to nudge users with offers when they are within 5 km of your shop.

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