Introduction

For any insurance-based customer, policy renewal is an important metric to drive the business. There are companies where as much as 40% of the business revenue is earned by renewal. The closer we are to the event of insurance expiry, the higher is the intent for policy renewal.

In this article, we will create a Push campaign to send a reminder to users about their health policy renewal.

Expected Result

Users receive a Push Notification on their phones to renew their policy:

Create a Push Campaign

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 Push > Event Triggered.
   
   You are taken to the first step "Target users" of defining your campaign.
3. Enter the following details:
   • Team: Select a team if your organization has teams enabled for your account. For more information, refer to Teams in MoEngage.
   • Campaign name: Enter a name for the campaign. For example, "Policy Renewal".
   • Campaign tags: Select the required campaign tags.
4. In the Trigger Criteria section, define the trigger condition.
   For a policy that is expiring today, you must remind the user immediately about the renewal of the policy. Policy renewal or expiry date be in correct date-time format.
5. In the IF user section, select "policy_issued".
6. Click + Attribute and select the policy expiry date as today.
   
7. In the THEN trigger the message section, select the Immediately option to send a reminder to the user immediately.
   For the filter above to work properly, the selected attribute must be in the supported format. For more information, refer to Send Triggers Based on the Trigger Event Property.
8. In the Target Audience section, select All users.
9. In the Target Platforms section, select the platforms that you would like to target the users in. For example, Android.
   
10. 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 Timer.
   
2. Enter the required content for the campaign. We can enter the content manually or generate it using Merlin AI. For more information, refer to Generate Push Messages with Merlin AI.
3. Add personalisation to the message using information such as the name of the user and policy name. Such personalization makes the message more contextual especially for users who have more than one card. To do the same, enter “@". The Push Personalization pop-up is displayed from where you can find your event attributes such as bill amount, credit card name, or the user properties such as name.
   
   You can select the attributes based on your requirements.
   
4. Use the deeplink option to take the users to the bill payment page in your app.
   1. From the Default click action drop-down list, select "Navigate to a screen".
   2. From the Take user to a specific screen drop-down list, select the respective screen.

5. In the Timer section, add timer details. You can select the timer duration using the Timer ends at field.

   
   In this case, the notification will be dismissed from user’s device after 2 hours.

6. In the Advanced section:
   1. Turn the Make notification sticky toggle on to make the notification sticky.
   2. In the Dismiss button text field, add the required details.
      
7. In the Template backup section, enter the backup content details.
8. 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

1. Define when to start and end this campaign and the conversion goal based on your requirements.
   
2. Change the deliverability settings based on your requirements. For more information, refer to Create Push Campaigns.
   
3. Click Publish.

Conclusion

In this use case, we created a Push campaign to send a reminder to users about their health policy renewal It will nudge the users to take the time sensitive action.