Create SMS Campaign
 

PREREQUISITE

Ensure to complete the one-time configuration of Configure SMS channel before you send SMS using MoEngage.

To create an SMS campaign,

  1. Navigate to MoEngage Dashboard > Campaigns,
  2. Click Create Campaign > Connector Campaigns > SMS & Connectors
  3. Click Create to create the SMS campaign for:
      • General 
      • Smart Trigger
      • Connector
      • Facebook Audience

CreateCampaign.png

Target Audience

GeneralSMSTargetAudience.png

Follow these steps to create a name and select the target audience for the SMS campaign:

  1. Type the name, select the user attribute such as the mobile number and create campaign tags to easily search for the created SMS campaign.
    CampaignName.png
  2. If the campaign type is a Smart Trigger, then SMS campaigns are sent based on trigger conditions. For example, you want to trigger an SMS when the user has opened the app and has not made a purchase within two hours of opening the App.

    SMSST.png

  3. Select the target audience from one of the following:
    SelectAudience.png

    • All users - Allows you to target all your users

    • Filter users by - Allows filtering of users based on the following options:

      • User Property - Allow you to target your user based on user property such as first seen, last seen, city and so on.

      • User Behaviour - Allow you to target your user based on user behavior based on the event such as app/site opened, viewed product and so on. 

      • User Affinity - Allow you to target your user based on user affinity such as predominantly notification clicked, the minimum number of times email viewed on browser and so on. For more information on user affinity, refer to Affinity Segments.

      • Custom Segment - Allows you to target a pre-created custom segment.

  4. Click the Global control group in Enable control groups to create an SMS campaign for a particular control group.
    For more information, refer to Global Control Group.

Click Next or use the tabs on the top of the create campaign navigation.

Content

Follow these steps to create the content for the SMS campaign:

Content.png

  1. Select the SMS Connector from the SMS sender drop-down. 
    SelectSMSConnector.png
  2. Follow these steps to create the content for the SMS:
    • Type the content that is displayed in the SMS in Message.
      Message.png
    • Personalize your message by typing @ in the message box.
      SMSPersonalization.png
    • You will see the character count of your message as well as SMS count.
      mceclip1.png
    • Add the URL in the SMS message to track SMS click for URL.
      MoEngage will use URL shortening services to shorten your URL and then track the users who clicked the URL.
  3. Test your SMS campaign
    TestCampaign.png

Click Next or use the tabs on the top of the create campaign navigation.

Schedule and Goals

Follow these steps to set the schedule at which the SMS campaign is sent and conversion goals for the SMS campaign.

ScheduleandGoals.png

  1. In Send Campaign, select one of the following:

    Three types of schedules are available for General Push Campaigns:

    Field Description
    As soon as possible Sends the campaign immediately to the target users. 
    At a particular date and time

    Send the campaign at the specified time, time zone, or predicted time.

    Daily.png Select one of the following:

    Field Description
    At fixed time

    Follow these steps to send the campaign on a specific date and time.

    1. Select the campaign time zone
    2. Set the start date 
    3. Set the send time at which the campaign is sent.
    4. Select AM or PM
    Send in user time zone

    Follow these steps to send the campaign on a specific date and time within the time zone of the user.

    1. Select the campaign time zone
    2. Set the start date 
    3. Set the send time at which the campaign is sent.
    4. Select AM or PM
    5. Select Yes, send it to deliver the campaign in the time zone
      OR
      Select No, don't send it to not deliver the campaign in the time zone.
    Best time to send (Sherpa)

    Follow these steps to send the campaign based on the MoEngage intelligence determined date and time.

    1. Select the campaign time zone
    2. Set the start date 
    3. Set the start time at which the campaign is sent.
    4. Select AM or PM
    5. Set the time until which the campaign is sent to users. (Send messages based on best time only till)
    6. Select AM or PM
    7. Click View best time distribution to see how the best time is distributed in a graph.
    8. Select Send message at start time or end time to send the campaign outside of the user best time.
      OR
      Select Do not send message to not send the campaign.
    9. Select Yes, send message at 2:28pm to send the campaign in the set time when the user in not available during the best time.
      or
      Select send at the app best time to send the campaign based on the set best time in the app.
      OR
      Select Do not send to not send the campaign.

    For more information, refer to the Best time to send.

    Daily

    Daily.png

    Select one of the following:

    Field Description
    At fixed time

    Follow these steps to send the campaign on a specific date and time.

    1. Select the campaign time zone
    2. Set the start date 
    3. Set the send time at which the campaign is sent.
    4. Select AM or PM
    5. Select the frequency at which the campaign is sent. Select the number of days the campaign is sent to the user in Repeat every.
    6. Select either Never to not set any end date.
      OR
      Select On and set the the end date.
    Send in user time zone

    Follow these steps to send the campaign on a specific date and time within the time zone of the user.

    1. Select the campaign time zone
    2. Set the start date 
    3. Set the send time at which the campaign is sent.
    4. Select AM or PM
    5. Select the frequency at which the campaign is sent. Select the number of days the campaign is sent to the user in Repeat every.
    6. Select either Never to not set any end date
      OR
      Select On and set the end date.
    7. Select Yes, send it to deliver the campaign in the time zone
      OR
      Select No, don't send it to not deliver the campaign in the time zone.
    Best time to send (Sherpa)

    Follow these steps to send the campaign based on the MoEngage intelligence determined date and time.

    1. Select the campaign time zone
    2. Set the start date 
    3. Set the start time at which the campaign is sent.
    4. Select AM or PM
    5. Set the time until which the campaign is sent to users. (Send messages based on best time only till)
    6. Select AM or PM
    7. Click View best time distribution to see how the best time is distributed in a graph.
    8. Select Send message at start time or end time to send the campaign outside of the user best time.
      OR
      Select Do not send message to not send the campaign.
    9. Select Yes, send message at 2:28pm to send the campaign in the set time when the user is not available during the best time.
      or
      Select send at the app's best time to send the campaign based on the set best time in the app.
      OR
      Select Do not send to not send the campaign.
    10. Select the frequency at which the campaign is sent. Select the number of days the campaign is sent to the user in Repeat every.
    11. Select Never to not set any end date.
      OR
      Select On and set the end date.

    For more information, refer to the Best time to send.

     

  2. Set the conversion goal for the SMS campaign and set until when the conversion goal is tracked.
    ConversionGoals.png
  3. Click Ignore Frequency Cap 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. 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.
  4. Type the number of requests per minute sent for the SMS campaign. 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).
    DeliveryControls.png

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

 

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