Create a Card Campaign

The MoEngage Card campaign enables you to send out personalized Cards to your target audience. The campaign aims to create a personal connection with users and promote a specific product, service, or message that appears on the user's App Inbox or News Feed. For example, you can create a Card campaign to promote a new line of eco-friendly clothing, or gift Cards or coupons to users purchasing an item on your application.

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Prerequisites

Ensure you have a fundamental understanding of MoEngage Cards before learning how to create one by reading the following articles:

Steps to Create a Card Campaign

Creating a Card campaign is a three-step process:

Step 1: Segmentation
Step 2: Create view
Step 3: Scheduling

Segmentation

You can segment users to define your target audience for the Card campaign as follows:

  1. Navigate to the MoEngage Dashboard sidebar > click + Create new > Campaign > Inbound > click Cards.
    OR
    Navigate to the MoEngage Dashboard sidebar and select Engage > Campaigns > click + Create campaign > Inbound > click Cards.
    navigate.gif
  2. Enter the Campaign Name to manage and identify the campaign. The campaign name must have at least five characters, and the limit is 256.
  3. Select campaign tags from the dropdown. You can select a maximum of five tags. For more information, refer to Campaign Tags.
  4. Check the boxes of the platform that you want to target:
    • Android
    • iOS
    • Web
  5. Based on how you want the campaign to be triggered, you can select one of the following criteria:
    One Time Event Triggered Periodic

    A One Time Card Campaign enables you to send the Card to a specific user segment only once as soon as possible or at a scheduled date and time. card one time.png
    You can check the Allow Future Qualifiers box if you want users to access the Cards after the scheduled time. For example, if the Card was scheduled to go live at 10 am on a particular day, users who visit your application at 11 am or anytime after the scheduled time can also view the Card once.

    By default, the Global control group is disabled when the Allow Future Qualifiers functionality is selected, allowing end users who are not part of any control group to access the Cards.

    arrow_drop_down Allow Future Qualifiers

    Select the Allow Future Qualifiers checkbox to include future users who qualify the segment criteria at any time in the future. The following table shows the difference between a one-time campaign when the Allow Future Qualifiers checkbox is selected or not selected.

      Allow Future Qualifiers is not selected Allow Future Qualifiers is selected
    Use case One-time campaigns that are aimed towards time-based use cases targeted to a specific audience. One-time campaigns that are long-running where future eligible users can be added to the campaigns.
    Audience
    Cards are sent only to those users who have an active device tracked in MoEngage and are part of the segment at the time of sending the campaign. If a user who qualifies for the segment adds a device later, they will not see the Card.

    Cards are sent to users who qualify the segment condition at the time of sending or who qualify the segment condition at any time in the future.

    • For "All users" campaigns, the Cards are sent even to anonymous users in their first session.
    • For segmented campaigns, future users who qualify the segment criteria—even though they were not part of the segment at the time of sending the campaign—will see the Card from the second session onwards.

    Note: For such campaigns, if a user receives a Card as an anonymous user, but is part of the exclusion criteria after logging in to the app, the user will still see the Card that was shown when they were anonymous.

    Analytics
    MoEngage considers the sent count based on the number of users with active device targeted at the time of sending the campaign. MoEngage considers the sent count based on the number of unique users receiving the Card campaign when it is delivered to them.
    Response time Because there is no evaluation at the time of delivery, these campaigns are delivered to the app quickly on app open/fetch. Because there is an eligibility evaluation at the time of delivery, it may take additional 1 second to fetch Cards if the user has any Card with the Allow Future Qualifiers flag set to True.
    Campaign expiry The campaign expiry time starts from the time campaign is delivered to the logged-in user.

    If a user receives the Card as anonymous, the campaign expiry time starts from anonymous delivery time. 

    If a user receives the Card after logging in to the app, the campaign expiry time starts from the time campaign is delivered to the logged-in user.

  6. Select All users in the Select Audience section to send the campaign to all the app users.
    all users.png

    If you want to send the campaign to selected users, you can choose the Filter users by option. This option provide you with four different methods to segment the target audience for the particular campaign as follows:

    Filter by User Property Filter by User Behavior Filter by User Affinity Filter by Custom Segment

    This filter option allows you to target the users based on user properties such as first seen, last seen, city, and so on.

    Follow the steps below to use the User Property filter:


    1.  Click the User property tab and then select the desired attribute in the drop-down list.
    UserProperty.png


    For example, numeric attributes can have filter conditions such as 'is equal to', 'is not equal to', 'is between', and so on, while string attributes have different filters.
    To learn more, see Filters in Segmentation.


    2.  Enter the filter value(s) to create the desired user segment.



    You can add more than one filter to the user segment by clicking the + Nested Filter and using either AND or OR conditions.

    Additionally, you can also perform the following actions:

    • Create Multiple Filters: You can create and combine multiple user property rules, user activity rules, and custom segment rules to create a complex user segment using this option.
      1. Click + Filter.
      2. Click AND or OR.
      3. Select the attribute or event and define the filter conditions.
    • Exclude Users: Select this checkbox to exclude users from the Card campaign based on different conditions. 
      info

      Note

      When the Allow Future Qualifiers checkbox is selected for the one-time Card campaign, an anonymous user who is part of the Exclude users segment will still be able to view the Card on the application.

    • Reset Filters: Click this option to reset the segmentation filters.
    • Show Count: Click this button to display the total number of users present in the configured segment.

    filters connector campaign.png

    • Global control group: The Global control group toggle is enabled by default to exclude the control group users from the campaign's target segment so that the campaign is accessible to the selected target audience.
      For one-time Card campaigns, the Global control group remains disabled when the Allow Future Qualifiers functionality is selected, allowing end users who are not part of any control group to access the Cards even after the scheduled time. For more information, see Control Groups.
  7. Click Next.

Create view

Once you've decided your target users, you can define the content of the Card campaign to be sent by following the steps below:

  1. Click the dropdown and select your Card category.
    mceclip2.png
    • The dropdown will display the Card categories that you've configured for the Inbox during the SDK integration process. MoEngage currently supports a maximum of five tabs, including the All tab. For example, Announcements, Promotions, Updates, Others. and All.
    • The All category will by default display all your cards set up in the All page in an aggregated format. This is not a required selection in the Category dropdown.
  2. Click the dropdown and select the required template.
    TemplateType.png
    MoEngage provides two types of Card templates as follows:
    • Basic Card - You can use the basic template to send a simple message that focuses primarily on text, such as informing customers about an offer that ends next weekend and includes information like "50% off on summer apparel" along with your logo for easy brand memory.
    • Illustration Card - You can use the illustration template if you want your message to be richer and more focused on an image or gif that provides further information about the upcoming deal coupled with concise text.
  3. Manage the look and feel of your Card by configuring the various components of the Card as follows:
    • Select background color

      To make your message more appealing, you might want to add a background color to your notification. You can either choose a color from the color picker or add a hex code.

      Cards_Msg_BGColor.png

    • Header

      The Header represents the title or heading of the Card that you want to communicate with your users.

      • The text limit for the Header is 30 characters.

      • You can also use emojis in all the text fields.
        mceclip21.png
    • Message

      The Message represents a brief description of the Card that you want to deliver to your users.

      • The text limit for the Message is 115 characters. Depending on the width of the device, you can add up to three lines of text. On larger devices, more text will be visible, while on smaller ones, less text.

        mceclip22.png

      • You can apply some basic formatting to your Message by changing it's style and color.

      • You can also use emojis in all the message fields. Use websites like Getemoji to copy and directly paste the emoji, anywhere in your header or message.
    • Image

      Images enable visual effects on the Cards. Images can be uploaded to your Card with the following methods:

      Basic Card Illustration Card

      You can upload an image as an icon or thumbnail.

      • Enter icon URL - You can enter the URL of the image stored in a third-party application.
      • Upload Image - You can upload an image from your local system.

      You can upload an image or gif in landscape mode.

      • Enter media URL - You can enter the URL of the image stored in a third-party application.
      • Upload - You can upload an image from your local system.

       

      • Supported image formats are JPEG, PNG, and GIF.

      • The maximum allowed size is 10 MB for both images and animated images.

    • Card Action (Tap on Card would)
      This feature examines if any part of the Card has been tapped excluding the CTA text and then performs the following actions depending on the platform the Card is configured to display on:
      Platform Actions
      Android
      • Navigate to a screen - This option redirects the user to a specified screen (selected from the drop-down). Optionally, multiple Key-Value pairs can be added to take the user to specific parts of the page with relevant results.
        For instance, if you wish to offer discounts on Apple iPhone 11 Yellow, you need to specify the screen name as <product purchase screen> and send the key-value pairs (brand, Apple), (Model, iPhone 11), (Color, Yellow) so that you can display results relevant to the Card campaign.
      •  Deep-link - This option takes the user to a deep-linked URL inside the app.
      • Rich landing - This option takes the user to a mobile-optimized rich landing page (Web or Mobile Web)
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        Note

        You can use key-value pairs to add additional information to the deep linking or Rich landing URLs.

      iOS
      Web

      Redirect URL - This option takes the user to the URL when they tap on the car

      TapOnCard_Web.png

    •  CTA
      You can also include calls to action (CTA) text on your Cards, which, when clicked, will direct the users to a particular website or link.
      To add a CTA,
      1.  Enable the CTA Text toggle.
      2.  Add the CTA text in the input field which, when clicked, will redirect the user to the specific page linked to the CTA text.
      3.  Select one of the following actions depending on the platform the Card is configured to display on and then enter the respective links in the input field:
      Platform Actions
      Android
      • Navigate to a screen - This option redirects the user to a specified screen (selected from the drop-down). Optionally, multiple Key-Value pairs can be added to take the user to specific parts of the page with relevant results.
        For instance, if you wish to offer discounts on Apple iPhone 11 Yellow, you need to specify the screen name as <product purchase screen> and send the key-value pairs (brand, Apple), (Model, iPhone 11), (Color, Yellow) so that you can display results relevant to the Card campaign.
      •  Deep-link - This option takes the user to a deep-linked URL inside the app.
      • Rich landing - This option takes the user to a mobile-optimized rich landing page (Web or Mobile Web)
        info

        Note

        You can use key-value pairs to add additional information to the deep linking or Rich landing URLs.

      iOS
      Web

      Redirect URL - This option takes the user to the URL when they tap on the car

      TapOnCard_Web.png

      You can use either one of the Card Action or CTA or both in a single campaign.
      arrow_drop_down Test campaign (Optional)

      You can test the output of your newly created Card campaign by selecting a custom attribute and its value for a test user as follows:

      • Unique ID
      • Email ID
      • Mobile Number
      • Google Advertising identifier
      • iOS Identifier for advertising
      • Device Push Token
      • Custom Segment

      test campaign.png

      The Test Campaign button enables you to check the campaign on a test device and ensure that your intended message is being conveyed to users in the expected way.

      For business event-triggered campaigns, you will be asked to enter the attributes with which the event should be triggered, as shown below. If you have mapped any business event attribute(s) to user attribute(s) or event attribute(s) in segmentation, these values have to be passed while testing the campaign. If they are not passed, the test campaign will fail

      arrow_drop_down Preview of Cards in Different Platforms

      Basic Card Template

      Before Test Android iOS Web

      CreateView.png

      Illustration Card Template

      Before Test Android iOS Web

      Preview_IC.png

      You can also Click the See in web browser to preview the Card in the browser window as shown below:

      see in web browser.png


      Expected Result:


      DesktopPreview.png

  4. Click Next.

Scheduling

Define the Card campaign's delivery schedule and goals as follows:

  1. Under the Send Campaign section, select one of the following options to deliver the Card to your users:
    • As soon as possible
    • At a specific date and time
      The delivery process behaves differently for different trigger criteria implied on the Card as follows:
      arrow_drop_down One Time
      As soon as possible At specific date and time

      Choose this option to send the campaign immediately to the target users and end it on a specific date and time.

      The following fields are available in this section only if you have selected the Allow Future Qualifiers checkbox:

      • Campaign time zone: the timezone in which the campaign should be sent.
      • Ends: the date on which the campaign should end. The following option is selected by default:
          • On: the campaign ends on the end date specified in the End Date field.
      • End date: the date on which the campaign should be stopped.
      • End time: the time at which the campaign should be stopped. Select am or pm depending on the time of day at which the campaign should be stopped.

      1.png

      arrow_drop_down Periodic
      Choose this option to send the campaign periodically on a specified date and time and end it on a specific date and time. The following fields are available in this section:
      • Campaign time zone: the timezone in which the campaign should be sent.
      • Start date: the date on which the campaign should be sent.
      • Send time: the time at which the campaign should be sent. Select am or pm depending on the time of day at which the campaign should be sent.
      • Periodic: the periodicity of the campaign. You can choose from the following options available on the left of the screen:
      Periodicity Description
      Daily Repeat every: This option allows you to specify the number of days after which the campaign should be repeated.
      • Ends: the date on which the campaign should end. The following option is selected by default:
          • On: the campaign ends on the end date specified in the End Date field.
      • End date: the date on which the campaign should be stopped.

      3.png

      arrow_drop_down Event Triggered
      Choose this option to engage the right users (through segmentation) at the right time (through event triggering). The Active continuously option is selected by default under Send campaign and the following fields are available in this section:
      • Campaign time zone: the timezone in which the campaign should be sent.
      • Start date: the date on which the campaign should be sent.
      • Send time: the time at which the campaign should be sent. Select am or pm depending on the time of day at which the campaign should be sent.
      • End date: the date on which the campaign should be stopped.
      • End time: the time at which the campaign should be stopped. Select am or pm depending on the time of day at which the campaign should be stopped.

      5.png

  2. Under the Display Controls section, manage your Card display by configuring the following conditions:
    Card Expiry The Period to Display the Card Maximum Time to Show the Card Pin Card to the top

    You can configure the Card expiry details using the following 3 ways:

    a.  At a date and time: All the Cards will expire on this specific date irrespective of when different users received the Cards. After Card is sent, if a user has not opened the Inbox even once till this expiry date, then that user will never see this Card.

    b.  Days after the user has seen the Card: You can define the number of days for which the Card would remain active in the Inbox after the user has seen a particular Card i.e. after the impression happened. The maximum limit for this field is 180 days.

    c.  Days after the Card has been delivered to Inbox: You can define the number of days for which the Card would remain active in the Inbox after the Card has been delivered to the App Inbox. The maximum limit for this field is 180 days. 

    For example: As per the scheduling criteria set above, the Card campaign runs between 6th July and 30th September. And, the Card expiry is set as 60 days after the Card is delivered to the user's Inbox.  Now, consider the scenario:

    The Card is delivered to User 1 on 6th July. So, for User 1 this Card will remain active for 60 days from 6th July i.e. till 7th September, and expire on 8th September

    The Card is delivered to User 2 on 15th August. So, for User 2 this Card will remain active for 60 days from 15th August i.e. till 15th October, and expire on 16th October.

    mceclip28.png

    info

    Note

    The default value for Card expiry is 30 days after the Card is delivered to the user's Inbox.

    This option gives you the flexibility to decide whether, during the time the Card is active, should the user be able to see the Card 24/7 or only during certain hours on the active days. By default, it will be set to "Throughout the day"

  3. Enable the Conversion Goal toggle to set your conversion goals for your Card campaign.
    Conversion goals help you to track how your campaign helped you achieve your business metrics. You can choose any app event(for example, Product Purchased) as a conversion goal activity.
    Let's assume that your conversion goal is to acquire customers to purchase an iPhone on your application. So, you enter the Goal name as iPhonePurchase and the Event name as Product Purchased.

    mceclip35.png
    You can add attributes by clicking + New attribute associated with the event to specify your conversion goals. In this case, prod_name is the event attribute/property with the value iPhone which means that your application will log the users who have purchased the product with name iPhone on your application.

    Multiple Conversion Goals

    You can add up to five conversion goals by clicking the + New goal option. 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 can use multiple conversion goals to check the following events for a Card campaign: 

    • 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?


    Set Attribution Window

    We also allow you to set an attribution window which is the duration for which you want to attribute the conversion goals to a specific campaign. This duration is calculated from the time at which the user received the campaign. By default, it is set for 36 hours but you can set it to any duration lesser than 36 hours.


    mceclip36.png
    info

    Note

    The conversion goals and their attribution window are optional fields. You can disable them anytime by switching off the toggle button next to conversion goals.

     

  4. Click Launch to confirm your campaign creation. 

Upon successful campaign creation, you will be taken to the campaign info page where you can view the campaign performance stats and a brief campaign summary.

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Note

When the Card campaign is sent, it means the Card is ready to be delivered to the user. The Card will be delivered only when the user opens their app Inbox.

Ensure to publish the campaign for users to access it in their app inbox.

Next Steps

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