Create a Web Personalization Campaign
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Prerequisites

Ensure that the following configurations are complete:

To create a Web Personalization campaign:

  1. Navigate to the MoEngage Dashboard.
  2. From the left navigation, use one of the following options:
    • Click Engage > Campaigns. The All campaigns page is displayed. At the top right corner, click + Create campaign. The Create campaign page is displayed.
      web personalization1.png
    • Click Create New > Campaign. The Campaign page is displayed.
      web personalization2.png
  3. Under Personalization, click Web.
  4. The Web Personalization campaign creation page is displayed.
    web personalization creation page.png

Steps to Create a Web Personalization Campaign

The following are the steps to create a Web Personalization campaign:

  1. Segmentation: Define the target audience for the campaign.
  2. Campaign Data: Define the content of the campaign to be sent.
  3. Scheduling: Define the campaign's delivery schedule and goals.

Step 1: Segmentation

  1. Enter the campaign details which consist of the following fields:
    • Campaign name: Enter the name of the campaign to manage and identify the campaign. The campaign name must have at least five characters, and the limit is 5 to 50 characters.
    • Campaign tags: Select campaign tags from the drop-down list. You can select a maximum of five tags. For more information, refer to Campaign Tags.
    •  
    WP campaign name and tag.png
  2. Check the boxes of the platform that you want to target:
    • Web
    • Mobile web
  3. Based on how you want the campaign to be triggered, you can select one of the following criteria:
    On Page Load On Custom Event Self Handled

    Select this option, if you want to trigger the campaign when the webpage loads.

    on page load.png

    You can select one of the following trigger times for displaying the campaign on your webpage:

    • Immediately
      The campaign will be displayed immediately after the page load is complete.
      immediately.png
    • After Delay
      The campaign will be displayed after the specified time once the page load is complete.
      on page load after delay.png
    • After Scroll
      The campaign will be displayed as soon as the user scrolls the page by a specified percentage once the page load is complete.
      on page load scroll.png
  4. Select the required audience as shown below:
    • All Users
    • Customers that satisfy the filters as mentioned below:
      User Properties User Behavior Custom Segments

      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 Properties filter:


      a.  Click the User Properties tab and then select the desired attribute in the drop-down list.
      WP User properties.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.


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



      You can add more than one filter by clicking the Add Filters button and using either AND or OR conditions.

    • Additionally, you can also perform the following actions:
      • Exclude Users: Select this checkbox to exclude users from the campaign based on the following condition:
        • User Properties
        • User Behavior
        • Custom Segments
      • Show Count: Click the Show Count button to display the total number of users present in the configured segment.
      • Gobal control group: The Global control group toggle is enabled by default to exclude the users in the global control group from receiving the campaign so that the campaign is accessible to the configured target audience. For more information, see Control Groups.
      • Campaign control group: You can enable this toggle if you don't want to send the campaign to the users added in campaign control group. For more information, see Control Groups.
  5. Click Next.

Step 2: Campaign Data

This section describes how to add content to the campaign as described below:

  1. Enter the Campaign Tag.

    A Campaign Tag is used to fetch the correct campaign data from a list of active campaigns for your account in MoEngage.
    For example, say you have 3 active campaigns for your website -
    Campaign 1: For Home Page Banner
    Campaign 2: For Best Selling Products on Home Page
    Campaign 3: For Recommended Products on Home Page

    To help deliver the appropriate campaign data to the relevant field on your Home Page, you need to set a campaign tag which will help fetch correct data.

    When a user opens your website's homepage, MoEngage SDK will fetch the above 3 campaigns associated with the same Campaign Tag and deliver the personalized data to the website.

  2. Enter your personalized Campaign Data.
    The campaign data is the message that will be delivered to your users when they open your webpage. This data should be in a JSON format and can contain Image URL, Text or any other key value pairs that will be consumed by your website.

    Content.png

    arrow_drop_down Test Campaign (optional)

    Test campaigns enable previewing the campaign on a test device to ensure that your notification is conveyed in the manner that you desire.

    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 (Registered With MoEngage)
    • Mobile Number (External/Not Registered with MoEngage)
    • Google Advertising identifier
    • iOS Identifier For Advertising
    • Device Push Token
    • Custom Segment

    WP test campaign.png

  3. Click Next.

Step 3: Scheduling

This section contains the following:

  1. Campaign Timing: Choose when the campaign should be delivered to your users and the periodicity of delivery.
  2. Conversion Goals: Choose the conversion goals and revenue metrics to be tracked for the campaign.
  3. Campaign Priority: Select the campaign's priority value for display.

Campaign Timing

Define the campaign's Start and End period for display.

CampaignTiming.png

Conversion Goals

Define the conversion goal for your campaigns which will help evaluate the performance of your campaigns. Conversion Tracking works in the same way as other campaign types on MoEngage dashboard.
You can define up to 5 different conversion goals for a single campaign.

Campaign Priority

Select the campaign's priority value for display. This priority will be used in case there are multiple campaigns eligible for the same user.

Campaign priority can be useful when you want to overwrite existing campaigns with higher priority campaigns (during sale time or for important announcements).

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Click the Launch button to finish creating the campaign.

Next Steps

After successful campaign creation, the campaign info page is displayed and you can view the campaign performance stats such as sent and delivered as described in Campaign Analytics for Web Personalization.

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