To create an SMS 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.
     
   • Click Create New > Campaign. The Campaign page is displayed.
     
3. Under Outbound, click SMS and select one of the following campaign delivery types:
   • One Time
   • Periodic
   • Event Triggered
   • Business Event Triggered

For more information about delivery types, refer to Delivery Types.
The SMS creation page is displayed.

Steps to Create an SMS Campaign

The following are the steps to create an SMS campaign:

1. Target users: Define the target audience for the campaign.
2. Content: Define the content of the SMS campaign to be sent.
3. Schedule and goals: Define the campaign's delivery schedule and goals.

Step 1: Target Users

This section contains the following:

Campaign Details

The campaign details section contains the following fields:

Teams: If your organization has teams enabled, select a team in the drop-down list. For more information, refer to Teams in MoEngage. 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 256. User attribute that stores user’s mobile number: Select the user attribute such as the mobile number. 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.

arrow_drop_down Business Event Triggered Campaigns

For business event-triggered campaigns, you can select the business event to be mapped to the campaign using the Select business event dropdown. The dropdown contains all the business events created in your MoEngage account.

Once the business event is selected, the event attributes associated with the business event are available in the segmentation filters. Business event attributes are available in the following segmentation filters:

• segment by user property - you can map the user property to the business event attribute
• segment by user behavior - you can map the attribute of an event executed by the user to that of the business event attribute
• segment by user affinity- you can map the attribute of an event executed by the user to that of the business event attribute

info

Note The data types of the user attribute or event attribute chosen should match with that of the business event attribute for segmentation to work. Show count is disabled for business event-triggered campaigns as business events are modelled to run on dynamic segmentation (based on the values with which the business event is triggered).

Select Audience

This section contains segmentation filters that help you choose the target audience for your campaign. The following options are available:

If teams are enabled for your account, you will be able to see the custom segments created by your team. The segmentation criteria specified for the team for which you are creating the campaign will get appended to the segmentation filters with an AND condition. For example, if the segmentation criteria for your team is the set of users whose last known city is Los Angeles and you have selected users who've purchased a product within the last 3 days as the target audience for your campaign, your target audience would be users who have purchased a product within the last 3 days and whose last known city is Los Angeles. For more information, refer to Teams in MoEngage.

After selecting 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.
  1. Click + Filter.
  2. Click AND or OR.
  3. 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 subscription management: Turn this toggle on to automatically include opted-out users from the campaigns. For more information, refer to Subscription 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. Control Groups are enabled only for promotional campaigns. They are not applicable for transactional campaigns. You can enable the control groups to which you want to send the promotional campaign.

In the Enable control groups section: Turn the Global control group toggle on to not send the campaign to all the users in the control group Turn the Campaign control group toggle on to not send the particular campaign to the control group. For more information, refer to Control Group.

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

Step 2: Content

You can create the content for the SMS campaign using the following options:

• A blank template where you fill in the required details for all the fields.
• A custom template that pre-populates the data from the templates uploaded to MoEngage using the SMS Template APIs.

Create Content Using a Blank Template

Perform the following steps to create the content for the SMS campaign

1. Select a blank template. The Content tab is displayed.
   
2. From the SMS sender drop-down, select the SMS Connector (Service Provider). In the case of connectors that come under DLT regulations such as ICS, GupShup, and Kaleyra, it is mandatory to display the Template ID information as shown below. For more information on DLT regulations, click here.
   
3. In the Message field, enter the content that is displayed in the SMS.
   
4. To personalize your message, enter @ in the Message field. The SMS Personalization pop-up window is displayed. For more information, refer to Personalization.
   
5. In case the attribute chosen is not available for the user or there is some failure in displaying the attribute, we can select a fallback option as shown above. Select No Fallback if there is no alternative to the failed attribute. You can choose not to send the SMS or replace the failed attribute with a text of our choice using the Replace text option.
   You will see the character count of your message as well as SMS count.
   

URL Addition and Shortening

Add the URL in the SMS message to track SMS click for the URL. MoEngage will use URL shortening services to shorten your URL and then track the users who clicked the URL.

The following points are to be noted for URL Shortening:

1. Shortened Links expire in fifteen days and cannot be tracked after expiry. When a customer opens a link beyond its expiry, they see a "This link is no longer active" message.
2. If user and event attributes are used in the shortened links, the attributes' names must abide by the following:
   1. They must not contain spaces.
   2. If the attributes contain links, their values should not contain http:// or https://. These can be added before the attribute to shorten the link.
3. Special characters such as apostrophes and commas are not supported in shortened links.
4. Multiple JINJA operations are not supported in links that are to be shortened. For example, using a Content API link in a Product or vice versa (in a link that is to be shortened) is not supported.

Adding a Locale

To add a locale to the campaign, click + Locale at the top right corner of the content creation step. You can add a new locale or add an existing locale to the campaign. For more information, refer to Localize campaign message.

Adding a Variation

To add a variation to the campaign, click + A/B test at the top right corner of the content creation step. You can add a new variation or copy the existing variation. After adding a variation, you can see the variations as tabs on the top ribbon above the content editor, as shown below.You can specify the user distribution for each variation by clicking User Distribution, available at the top right corner. For more information, refer to A/B Testing.

Custom Template

Custom templates are uploaded to MoEngage using the Custom SMS Template API. For more information, refer to Custom Template API. This option helps you have a pre-defined set of templates that are created outside the MoEngage ecosystem. You can reuse these templates, preview them on the dashboard and use them for sending campaigns to your customers.

You can do the following in the custom templates section:

• Select a template: Click a template to select it.
• Sort templates: Click the icon to sort the templates in ascending or descending order of the last modified time of the template.
• Search templates: Enter the template name in the search box at the top right corner of the custom templates section to search for a specific template.
• Preview a template: You can preview a template by hovering over it and clicking the icon that appears, as shown below.
  
  

After you select a custom template, it will be loaded in the UI with details of all the fields in the template. You will be able to view the fields but only edit them if you have the 'Edit Templates' permission.

Click Next or use the tabs at the top of the create campaign navigation to move to Step 3 "Schedule and Goals".

Step 3: Schedule and Goals

This section contains the following:

• Delivery schedule: Choose when the campaign should be delivered to your users and the periodicity of delivery.
• Conversion goals: Choose the conversion goals and revenue metrics to be tracked for the campaign.
• Delivery controls: Choose the advanced delivery control options such as throttling, frequency capping, and expiration settings for the notification.

Delivery Schedule

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?

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.

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 36 hours.

Delivery Controls

Delivery Control for One Time, Periodic, and Business Event Triggered Campaigns Delivery Control for Event Triggered Campaigns

This section contains the following options:

Frequency Capping

This feature helps control the number of emails sent to a user in a day.

• Ignore frequency capping: Enable this toggle to ignore the frequency capping limit for this SMS campaign. Click Ignore frequency capping to ignore the capping for your SMS campaign when you want to ignore the capping but want this campaign to be counted. For example, the frequency capping value is set to three. You have sent three campaigns today to a group of users. You realize that the SMS triggered by this campaign is urgent and should go on high priority even though some customers have already received three campaigns. If you will use Ignore Frequency Cap, people who have already received 3 campaigns will receive this one as well. For more information, refer to Frequency Capping.
• Count for the frequency capping: Enable this toggle if you want this connector to be counted for frequency capping limit. If you use Count for frequency capping, people who would have received 2 communications already and send this as well, their receipt count will become 3 after this campaign is sent.

Throttling

Throttling is a feature that allows you to control the sending rate of an SMS campaign. Enter the number of requests per minute sent for the SMS campaign in the Request limit section. For example, send the request URL with a default of 60,000 rpm (minimum of 60,000 requests per minute and maximum of 200,000 requests per minute). For more information, refer to Throtlling.

This section contains the following options:

Minimum delay between two messages: Set the minimum time gap between two messages received by the same user. Ignore DND settings: Enable this toggle to ignore the DND settings.  Ignore frequency capping: Enable this toggle to ignore the frequency capping limit for this Connector campaign. For more information, refer to Frequency Capping. Count for the frequency capping: Enable this toggle if you want this connector to be counted for frequency capping limit.

Your campaign is now ready to be sent. Click Publish, confirm in the dialog box, and your campaign is created.

Next Steps

If you have successfully created the campaign, you will be taken to the Analytics page. For more information refer to Campaign Analytics.