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Prerequisites
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To create a Connected App campaign:
- On the left navigation menu in the MoEngage dashboard, click Engage, and then click Campaigns.
- On the All campaigns page, click + Create campaign.
- Under Connected apps, click the connected app you want to use:
- Choose one of the campaign delivery types:
- One Time
- Periodic
- Event Triggered
For more information on delivery types, refer to Delivery Types.
The following are the steps to create a Connected App campaign:
- Target Users: Define the target audience for the campaign.
- Content: Define the content to be sent.
- Scheduling and Goals: Define the campaign's delivery schedule and goals.
Step 1: Target Users
The campaign details section has the following fields:
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Target audience
This section contains segmentation filters that help you choose the target audience for your campaign. The following options are available:
This filter option allows you to send the campaign to all app users. You cannot add multiple filters when you use this option.
This filter option allows you to target the users based on user properties such as first seen, last seen, city, and so on. Click the User property tab and do the following:
- Select the desired attribute in the drop-down list. This enables filters based on the chosen attributes. For example, attributes that are numbers can have filter conditions such as 'is equal to', 'is not equal to', 'is between', and so on, while string attributes have different filters.
- Enter the filter value(s) to create the desired user segment.
- Click + Nested Filter to add a filter to create nested AND or OR conditions. (This is optional)
For more information, refer to Create Segments.
This filter option allows you to target the users based on the user's behavior or event, such as App/Site Opened, Viewed Product, and so on. Click the User behavior tab and do the following:
- Select the execution condition and the desired user activity (event).
- Enter the event frequency and time duration for the event execution.
- Click + Attributes and add an event attribute with a filter condition.
- Enter the filter value(s) to create a rule.
- Use + Aggregation to add the aggregation functionality. For more information, refer to Aggregation Operations.
- Click + Nested Filter to add a filter to create nested AND or OR conditions. (This is optional)
For more information, refer to Create Segments.
This filter option allows you to target groups of users created based on the user performing an action with a specific attribute value. For more information, refer to User Affinity. Click the User affinity tab and do the following:
- Select the desired user event or attribute.
- Select the user affinity parameter from the following:
- Predominantly: Select an affinity attribute with a filter condition and provide the affinity values.
- For a minimum of: Select an affinity attribute with a filter condition and provide the affinity values.
- Most no. of times: Enter a value or use the arrows to provide the top percentage of users.
- Least no. of times: Enter a value or use the arrows to provide the bottom percentage of users.
- Enter a value or use the arrows to provide the duration of the event execution.
- Click + Attribute to add more attributes to the filter.
- Click + Nested Filter to add a filter to create nested AND or OR conditions. (This is optional)
For more information, refer to Create Segments.
This filter option allows you to select a custom segment as the target audience.
- Select a custom segment as the target audience from the list of custom segments available.
- Click + Nested Filter to add a filter to create nested AND or OR conditions. (This is optional)
For more information, refer to Custom Segments.
After choosing the filter criteria, you can do the following as well:
- 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.
- Click + Filter.
- Click AND or OR.
- Select the attribute or event and define the filter conditions.
- Exclude users: Select this checkbox to define the filter criteria for users to be excluded 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 who are currently in the configured segment.
Control Groups
This section contains information about control groups for the campaign. To exclude users in the control groups, do the following
For more information about control groups, refer to Control Groups. |
Click Next or use the tabs on the top of the create campaign navigation to move to Step 2.
Step 2: Content
In this step, you can define the content of your campaign based on your connected app.
Configure
- Connector: Select the connector you want to use for this campaign. The connectors will vary depending on the selected Connected App. For example, Telegram's connectors include Send a message to user or channel.
- Select connection: Select a connection you added to the MoEnagage App marketplace for this campaign.
Content
You can configure your campaign with the required information based on your selected Connected App. If you have created a new Connected App, you must enter the information defined by your app's configuration.
Here is a list of MoEngage-created Connected Apps. You can learn how to set up each one and run campaigns on it.
Test campaign
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
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
Send the campaign immediately to the target users.
Send the campaign at the specified time, time zone, or predicted time.
Select one of the following:
Field | Description |
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At fixed time |
This section helps you send the campaign on a specific date and time and contains the following fields:
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Send in user time zone |
This section helps you send the campaign on a specific date and time within the time zone of the user and contains the following fields:
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Best time for user (Sherpa) |
This section helps you send the campaign based on the MoEngage intelligence-determined date and time and contains the following fields:
For more information, refer to the Best time to send (BTS). |
- 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.
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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.
- 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.).
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Ends - the date on which the campaign will end. The following options are available:
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- 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.
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- 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.
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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.
- 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.).
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Ends - the date on which the campaign will end. The following options are available:
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- 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.
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Send if the user time zone has passed - if the campaign's start time has passed in the user's timezone, you have the option to do the following:
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- Yes, send it - send the campaign to the user even if the specified start time has passed in their timezone.
- No, don't send it - do not send the campaign to the user as the specified start time has passed in their timezone.
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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.
- Start 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.
- Send messages based on best time only till - the time until which the campaign should be sent based on the best time to send (BTS). Select am or pm depending on when the time of day at which the campaign should be sent. Click View best time distribution to see the best time for sending push notifications represented in a graphical manner.
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If user's best time is outside this time window - lets you choose when the campaign is to be sent when the user's BTS is outside the time window selected. You can do the following:
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- Send the campaign to the user either at the start or end time by selecting Send message at start time or end time.
- Avoid sending the campaign to the user by selecting Do not send message.
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If user's best time is not available - lets you choose when the campaign is to be sent when the user does not have BTS. You can do the following:
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- Send the campaign to the user at the start time by selecting Yes, send at start time.
- Send the campaign to the user at the app's best time by selecting Yes, send at the app's best time.
- Avoid sending the campaign to the user by selecting Do not send message.
For more information, refer to the Best time to send (BTS).
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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.
- 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.).
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Ends - the date on which the campaign will end. The following options are available:
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- 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.
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Field | Description |
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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 |
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End date | Set the end date at which the campaign is stopped. |
End time |
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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.
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:
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?
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. |
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. |
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. |
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.
Your campaign is now ready to be sent.
- Click Publish. The Publish campaign dialog box appears, prompting for confirmation.
- Click Publish.
After the campaign is created successfully, the Campaign Info page is displayed.