1. User Guide
  2. Campaigns and Channels
  3. Connected Apps
  4. Create

Create a Connected App Campaign

Connected App campaigns allow you to engage users through various third-party platforms integrated with MoEngage. This guide explains how to create and configure a connected app campaign to reach your target audience with relevant content and track your campaign's performance.

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Prerequisites

  • The required connected app must be added to the MoEngage App Marketplace.
  • A connector must be configured. For more information, refer to Create a Channel Connector Config File.
  • At least one integration for a connector must be added.
  • Required connection authorization must be completed.

Create a Connected App Campaign

To create a connected app campaign:

  1. On the left navigation menu in the MoEngage dashboard, click Engage, and then click Campaigns.
  2. On the All campaigns page, click + Create campaign.
  3. Under Connected apps, click the connected app you want to use:
  4. Choose one of the campaign delivery types:
    • One Time
    • Periodic
    • Event Triggered

For more information on campaign delivery types, refer to Delivery Types.

Follow these steps to complete your connected app campaign setup:

  1. Target Users: Define the campaign's target audience.
  2. Content: Define the content to send.
  3. Scheduling and Goals: Set the campaign's delivery schedule and goals.

Step 1: Target Users

In the Campaign details section, configure these fields:

  • Campaign name: Enter a name to help you manage and identify the campaign. The campaign name must have at least five characters and a maximum of 256 characters.
  • Campaign tags: Select up to five campaign tags from the list. For more information, refer to Campaign Tags.
 Push_CampaignDetails (1).png
arrow_drop_down Event Triggered Campaigns

Event-triggered campaigns allow you to send personalized notifications triggered by different user action events. For example, you can remind users about the item they added to the cart but have not purchased. For more information on creating such campaigns, refer to Create an Event-Triggered Campaign.

Target Audience

This section provides segmentation filters to help you choose the campaign's target audience. The following options are available:

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

Use this filter to send the campaign to all app users. You cannot add multiple filters with this option.

AllUsers_Segmentation.png

After choosing the filter criteria, you can also: 

  • Create multiple filters: Combine multiple user property rules, user activity rules, and custom segment rules to create a complex user segment.
    1. Click + Filter.
    2. Click AND or OR.
    3. Select the attribute or event, and then define the filter conditions.
  • Exclude users: Select this check box to define filter criteria for users to exclude from the campaign.
  • Send campaign to the users opted-out in preference management: Select this check box to include users who opted out of preference management in the campaign. For more information, refer to Preference Management.
  • Reset filters: Click this option to reset the segmentation filters.
  • Show count: Click this button to display the total number of users currently in the configured segment.

    OtherFilterOptions.png

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Information

If you have the Portfolio feature enabled, you can create user segments by combining user data and behavior from different apps and websites (Projects) within your workspace. For more information, refer to Segmentation in a Multi-Project Portfolio.

Control Groups

Control groups help you exclude specific users from your campaign. To use them:

  • Turn on the Global control group toggle to exclude users in the global control group from the campaign's target segment.
  • Turn on the Campaign control group toggle to exclude a fixed percentage of users in the campaign from the campaign's target segment. In the box below the toggle, specify the percentage of users to exclude from the campaign.

For more information about control groups, refer to Control Groups.

 ControlGroup.png

Click Next or use the tabs at the top of the create campaign navigation to move to Step 2.

Step 2: Content

In this step, define your campaign's content based on your selected connected App.

Configure

  1. Connector: Select the connector you want to use for this campaign. The available connectors vary depending on the selected connected app. For example, Telegram's connectors include Send a message to user or channel.
  2. Select connection: Select a connection that you added to the MoEngage App Marketplace for this campaign.

Content

Configure your campaign with the required information based on your selected connected app. If you created a new connected app, enter the information defined by your app's configuration.

For a list of MoEngage-created connected apps and setup instructions, see Connected Apps Overview.

arrow_drop_down Test campaign (Optional)

Test campaigns enable previewing the campaign on a test device to ensure that your notification is conveyed as desired. You can test the campaign you created by selecting any of the following options and providing the value for the attribute chosen for your test user.

  • Unique ID
  • Email ID
  • Mobile Number
  • Google Advertising Identifier
  • iOS Identifier for Advertising

TestCampaign (1).png

Step 3: Scheduling and Goals

This section contains the following:

  • Choose when the campaign should be delivered to your users and the periodicity of delivery.
  • Choose the conversion goals and revenue metrics to be tracked for the campaign.

Delivery Schedule

arrow_drop_down One Time
As soon as possible At a specific date and time

Send the campaign immediately to the target users.

OneTime_SendASAP.png

arrow_drop_down Periodic
At fixed time Send in user time zone Best time for user (Sherpa)

Choose this option to send the campaign on a specified 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 when the time of day at which the campaign should be sent.
  • Periodic - the periodicity of the campaign. You can choose from three options: Daily, Weekly, and Monthly, from the radio buttons available to the left of the screen.
    Periodicity Description
    Daily Repeat every - This option lets you specify the number of days after which the campaign should be repeated.
    Weekly

    Repeat every - This option lets you specify the number of weeks for which the campaign should be repeated.

    Repeat on - This option lets you specify the day(s) of the week on which the campaign is to be sent (For example, if you wish to send the campaign every Monday, Wednesday, and Friday, select these days in this option).
    Monthly

    Repeat every - This option lets you specify the number of months for which the campaign should be repeated.

    Repeat on - This option lets you do the following:

    • Days of month - Choose this option for repeating campaigns that are date specific. Select the date(s) of the month the campaign is to be sent(For example, to send the campaign on the 5th and the 25th of a month, select the 5th and 25th in the calendar widget.).
      Note: If the selected date(s) doesn't exist in the month specified (as it is a shorter month), a campaign will be sent on the last date. (For example, if the 30th and 31st are selected and the month is February, one campaign would be sent on the 28th).
    • Days of week -  Choose this option to specify the day(s) of the week on which the campaign is to be sent (For example, if you wish to send the campaign every Monday, Wednesday, and Friday, select these days in this option).
      Note: In case of a day of the week not existing in a month (for example, fifth Saturday), the campaign would be skipped for that instance. And in case of overlap (for example, 4th Monday and last Monday), only one instance would be sent.

    Periodic_AtFixedTime.gif

  • Ends - the date on which the campaign will end. The following options are available:
      • Never - the campaign will be scheduled to run daily.
      • On - the campaign will end on the end date specified in the End Date field.
      • After - the campaign will end after the number of occurrences specified in the occurrences field.
arrow_drop_down Event Triggered
Click Active continuously under Send campaign and do the following:
Field Description
Campaign time zone

Select the campaign time zone in which the campaign is sent
Start date

Set the start date at which the campaign is sent.
Send time
  1. Set the send time at which the campaign is sent.
  2. Select AM or PM.
End date Set the end date at which the campaign is stopped.
End time
  1. Set the end time at which the campaign is stopped.
  2. Select AM or PM.

When will event-triggered campaigns be sent?

The campaign will be sent only when:

  • The event property/attribute which is being used to create these types of triggers (like the flight_time example), is in a valid date-time format. If it is not in date-time format, the string should have data in one of the supported formats. If the selected attributes do not contain data in any of these formats, the campaign won't be sent to your users. 
  • The date/time value from the attribute is greater than the time at which the trigger condition is fulfilled.
  • The date/time value from the attribute is less than 30 Days + the time at which the trigger condition is fulfilled e.g. If your trigger condition is fulfilled at date D, your notification will be sent only when the attribute value is less than D+30.
  • The intelligent delay optimization (With Delay) does not work for campaigns sent on relative timing.

DT_ActiveContinously.png

Conversion Goals

You can add conversion goals to track the business metrics for your campaigns. You can track a maximum of five conversion goals. You can choose any app event as a conversion goal activity and set more than one conversion goal. The first goal will be treated as a primary goal.

For example, if you want to track the number of customers who have purchased an iPhone after your campaign was sent. (Event: Purchase event, Product: iPhone). Your conversion goal setup might be similar to the following image:

ConVErsionGoals.png

With multiple conversion goals, you can track more than one business metric or visualize a funnel for your user actions. For example, if you want to check the following, you can do so with multiple conversion goals.

  • 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?
arrow_drop_down Tracking Revenue Performance (Optional)

With MoEngage, you can track the revenue generated by your campaigns. For example, you can track the revenue generated by your product after sending a communication. To track revenue performance, enable the Revenue performance toggle for the conversion goal for which you want to track the revenue.

In the example here, to track revenue for orderSuccessful events, you must enable the Revenue performance toggle.

 TrackingRevenuePerformance.png
After choosing the goal, you can select the numeric attribute that captures the order's total monetary value. In this example, cartValue contains the total order value. You can choose the currency in which your monetary value is being reported. RevenuePerformance.png
Set Attribution window: You can set an attribution window (a time period or window that is calculated since the user has received/clicked the campaign, for which you want to attribute the conversion goals to a specific campaign.) By default, it is set for 36 hours while the maximum attribution window can be set up to 10 days. In the example below, the attribution window is set to 10 days. attribution window.png

Remove Duplicate Users 

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Information

Applicable to One-Time and Periodic campaigns only.

In the Remove duplicate users list, select the user attributes that you can use to delete the duplicate customers.

RemoveDuplicate.png

Your campaign is now ready to be sent.

  1. Click Publish. The Publish campaign dialog box appears, prompting for confirmation.
  2. Click Publish.

After the campaign is created successfully, the Campaign Info page is displayed.

Next Steps

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