Teams in MoEngage

MoEngage supports the management of multiple teams for an App. Teams are defined as a group of MoEngage users using the MoEngage dashboard and collaborating on the same campaigns. Teams can be created out of users from the same geography or from the same vertical within the enterprise. You can define the end user/audience scope for your team by defining the users who can be targeted for campaigns run by them.

 

Beta Callout

MoEngage Teams with the Segmentation Filters is a Beta feature. To get it enabled for your account, reach out to your CSM.

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Information

We've revamped our Dashboard Settings. This article describes the steps to access Teams on the MoEngage Dashboard in both the revamped and old UIs.

Create a New Team

Users with access to “Create and Manage” permission under the permission set "Teams" are allowed to create, edit, and delete a team.

To add a new team:

  1. Navigation:
    1. Revamped UI: Settings -> Account -> Team management -> Teams
    2. Old UI: to Settings -> Teams
  2. Click  + Create Team. The Create Team screen is displayed.
    Revamped UI Old UI

    CreateTea_RevampedUI.png

  3. The following fields are available:
    Field Description
    Team Name Specify a unique name for your team.
    Description Add details about the purpose of the team.
    Define the targeting criteria for the team (optional)

    In the select attribute dropdown list, select the user attribute to filter the users to be targeted by the team being created.

    For example, if your team runs campaigns targeted at users in a specific city, such as New York, you can add the filter condition, as in the following image.

    Teams_Filters.png

  4. Click Create. Upon successful creation, you get a success message, as shown in the following image.

    Teams_SuccessMsg.png

  5. The newly created team is available at the end in the left menu on the Teams page.
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Note

  • Teams can be created in both Test and Live environments by switching between the environments.
  • User Affinity and RFM segments will not be enabled when Teams are enabled.
  • No restrictions are in place on the number of teams the user is allowed to create for an App on MoEngage.
  • By default, the Team Management capability is disabled. When the option is enabled, all the existing campaigns and users become part of one team with the same name as the App.
  • Other teams can be added later on to the App. The default team cannot be deleted or edited.
  • Any newly created team will automatically include all the admins.

Edit Team Name / Description

To edit a team:

  1. Navigation:
    1. Revamped UI: Settings -> Account -> Team management -> Teams
    2. Old UI: Settings -> Account -> Teams on the MoEngage dashboard.
  2. Select the relevant team from the left navigation menu that you want to edit.
  3. Click on the ellipsis beside Description.
    Revamped UI Old UI

    EditTeams_RevampedUI.png

  4. Click Edit team. The Edit team page is displayed.
  5. You can edit the Team Name, Description, and targeting criteria.
  6. Click Save. You will be prompted for confirmation.

    EditAlert.png

  7. Note that editing a team's targeting criteria will impact active campaigns in their next run. For example, if your current target segment for the team is users in two countries, France and Belgium. If you remove users in Belgium from this target user set by editing the segment criteria, the user base targeted in the next run of your active campaigns will be impacted (only users in France will be targeted for the campaigns run by the team).

Remove Team

To remove a team:

  1. Go to the following navigations on the MoEngage Dashboard for the revamped and new UIs.
    1. Revamped UI: Settings -> Account -> Team management -> Teams
    2. Old UI: Settings -> Account -> Teams
  2. Select the relevant team from the left navigation menu that you want to delete.
  3. Click on the elipsis next to Description.
  4. Click Delete team. You will be asked for confirmation and notified of the following:
    1. When you delete a team, the team's campaigns and custom segments will be moved to the default team.
    2. The team members of your team will be moved to the default team.
    3. All the campaigns in the active state for your current team will be paused.
    4. You will be shown a list of active campaigns for the team. You can download this list as a CSV file by clicking Download. You can click on the individual hyperlinks for each of the active campaigns to see the campaign's analytics and info.

    Teams_RemoveTeam.png

  5. Click Delete to delete the team.

Add Users to a Team

Existing team members with access to “Create and Manage” permission under the permission set "Teams" are allowed to invite users to a team.

Users can be part of multiple teams but will have the same role permissions across all the teams that they are part of. Each team can have users with all the possible roles. For more information about different access roles, refer to Different Access Roles.

To add a user,

  1. Navigate to:
    1. Revamped UI: Settings -> Account -> Team management -> Teams.
    2. Old UI: Settings -> Account -> Teams.
  2. Select the relevant team from the left navigation menu to which you want to add the user.
  3. Click on the “Add Team Member(s)” button.
    Revamped UI Old UI

    AddTeamMember_RevampedUI.png

  4. Click on Email dropdown and select the relevant users you want to add.

  5. Click on the Add button.

Admins are part of all the teams created for an App. An app can have multiple Admins.

 

Remove Users from a Team

To remove a user:

  1. Navigate to:
    1. Revamped UI: Settings -> Account -> Team management -> Teams.
    2. Old UI: Settings -> Account -> Teams
  2. Select the relevant team from the left navigation menu you want to remove the user from.
  3. Click on the “three-dot” button next to the user you want to remove.

    Teams_RemoveMember.png

  4. Click on "Remove member". 

An Admin cannot be removed from a team.

Managing Team Members within a Team 

Team View

Users part of multiple teams can switch between teams using the Team's Drop-Down List on the team management section on the dashboard. The team view lists the team members of that team only.

Editing a User Role

Team members can edit the roles of other team members based on the role hierarchy. Each user's role can be changed by a user with the same or superior role to theirs.

Team Access Management

Each user's access to the team can be removed by a user with the same or superior role to theirs. When removed, the user will lose access to that team's dashboard but will continue to have access to other teams' dashboards that they are a part of. If the user is part of only one team, they will lose access to the App altogether.

This is in addition to the option of revoking a user's access to the app, where the user will lose access to all the teams he is part of for that App. 

Campaign Creation and Campaign Visibility for Team Members

Campaign Creation

Every team member can create campaigns only for the teams they are part of. Team members who are part of multiple teams would have to select the team they want to create the campaign for as the mandatory first step in the campaign creation process. The team selection step is as follows:

CreateCampaign_FromSegment.png

Changing the Team Name in a Published Campaign

If you change the Team while editing a published campaign:

  • If the team name is edited before the start time of the campaign, you'll be notified that the segmentation and reachability will be calculated again based on the newly selected team (the new team's segmentation filters will now apply to the campaign's target audience), as shown in the following image.EditCampaign.png
  • If the campaign sending is in progress, you will not be able to edit the team. You can edit the team for a campaign only before the start time for Scheduled and Active campaigns.

Campaign Visibility

Team members will only be able to see the campaigns that were created for their Team either by themselves or by any other team members.

Team members who are part of multiple teams or admins who are part of all the teams will see campaigns from all the teams they are part of on the "All Campaigns" section on the dashboard. Team members can choose to filter the campaigns using the team dropdown filter available at the top of the page, as depicted in the image below. The same is applicable to campaign drafts as well.

AllCampaigns (3).png

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Note

Existing campaigns and team members will be moved to the default team when the Team Management feature is enabled for an App.

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