Create WhatsApp Campaign
 

PREREQUISITES

Ensure the following configurations are completed:

Navigation

  1. Navigate to MoEngage Dashboard.
  2. Use any one of the following options:
    Create Campaign Create New
    Click on the left navigation menu, click Engage > Campaigns page, and click + Create Campaign ( mceclip2.pngtop right corner of All Campaigns Page).
    Screen_Shot_2022-09-02_at_4.30.33_PM.png

  3. Click WhatsApp.
  4. Select one of the following campaign delivery types:
    • One Time
    • Periodic
    • Event-Triggered
      For more information about delivery types, refer to Delivery Types.

Campaign Definition

CampaignDefinition.png

Teams

Select the team, if your organization has teams enabled. For more information, refer to Teams in MoEngage.

Name of the campaign

Type the name of the campaign to manage and identify the campaign.  The campaign name must be 5 or more characters.

Campaign Tags

Select campaign tags from the drop-down list.  You can select up to 5 tags at maximum.

For more information, refer to Campaign Tags.

Common for all Campaigns Event-Triggered Campaigns only

Target Audience

SelectAudience.png

Select the Target Audience or the target segment for the campaign. You can use multiple filters to create the target audience.

  1. Select one of the following:
    Field Description
    All users Allows you to send the campaign to all the users. When you use this option you cannot add multiple filters.
    Filter users by

    Select one of the following:

    • User property

      Allows you to target the users based on user property such as first seen, last seen, city, and so on. 

      Select the User Properties and do the following:

      1. Select desired user property and filter conditions.
      2. Provide the filter value(s) to create a rule.

      For more information, refer to Create Segments.

    • User Behavior

      Allows you to target the users based on the behavior of the user or event such as app/site opened, viewed product, and so on.

      Select the User Behavior and do the following:

      1. Select the execution condition and the desired user activity (event)
      2. Provide event frequency and time duration for the event execution
      3. Add Event attribute with a filter condition
      4. Provide the filter value/s to create a rule.

      For more information, refer to Create Segments.

    • User Affinity

      Affinity Segments are groups of users created based on the user performing an action with a specific attribute value.

      For more information, refer to User Affinity.

      Select User Affinity and do the following:

      1. Select the desired user event or attribute.
      2. Select the user affinity parameter from
        • Predominantly Select affinity attribute with a filter condition and provide the affinity values
        • Minimum of Select affinity attribute with a filter condition and provide the affinity values
        • The most number of times Type or use the arrows to provide the top or bottom percentage of users
        • The least number of times Type or use the arrows to provide the top or bottom percentage of users
      3. Type or use the arrows to provide time duration for the event execution.
      4. Click the Attribute button to add more attributes to the filter.
    • Custom segment

      Select the Custom Segment section then select the desired custom segment to create a rule.

      For more information, refer to Custom Segments.

  2. Combine multiple filters such as User Property rules, User activity rules, and Custom Segment rules to create a complex user segment. 
    1. Click Add Filter.
    2. Click AND or OR button.
    3. Select the Attribute or Event and logical filters associated with the attribute or events.
  3. Click Exclude Users to exclude any specific users for the campaign.

    For more information to exclude users, refer to Preference Management.

  4. Check option Send campaign to users ignoring Opt-in preference to send campaigns to users who have opted in for receiving WhatsApp campaigns.
    For more information, refer to Prerequisites.
  5. Click Reset Filter to reset the segmentation filters.
  6. Click Show Count to display the total number of users that are currently part of the configured segment.

Control Groups

ControlGroups.png

You can enable the control groups to which you want to send the campaign.

In the Enable Control Group section, click Global control to not send the campaign to all the users in the 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

  1. Select the sender
  2. Search or select one of the templates from the drop-down.
    For more information, refer to WhatsApp Templates.
  3. Customize the content as defined in the template.

You can also track clicks on links used in your WhatsApp Message as per support below

Link Type Click tracking support for Infobip Click tracking support for Gupshup

Placeholder links in Message Body
(1 or more)

Yes Yes
Tracking of Call Button No No
Tracking of Quick Replies Yes Yes
Tracking of Navigation Buttons No. Not supported by Infobip Only using Dynamic Link Tracking in Template where links are fully configurable

You can track links in the body if they have been defined as placeholders in your WhatsApp Template by checking on Shorten and track URL as in the image below:

Screen_Shot_2022-08-03_at_3.34.11_PM.png

MoEngage recommends that you verify your WhatsApp message displayed in the preview.

(Optional) Running Test Campaigns

Test campaigns enable previewing the campaign on a test device to make sure your intended message is being conveyed in your desired way. You can test the campaign you have just created by selecting a custom attribute and providing the value(such as mobile number, user details, etc.) for a test user.

TestCampaigns.png

Click Next to set the schedule and goals of the campaign.

Scheduling & Goals

Select a scheduling type and conversion goal for the campaign.

Delivery Scheduling

One-time Periodic Event-Triggered
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.

Screen_Shot_2022-04-11_at_2.38.50_PM.png

Follow these steps to send the campaign at 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

You can choose any of the app events as a conversion goal activity and can set more than one conversion goal. The first goal will be treated as a primary goal.

Example

If you want to track the number of customers who have executed the Purchase event for Product iPhone after sending the campaign, your conversion goal set-up will look similar to this. Here iPhone Purchase is the Goal Name; Purchased Product is the App Event that you want to track; the product name is event attribute/property which has value as iPhone

conversiongoal.png

With multiple conversion goals, you can now track more than one business metric(up to 5 goals) or can visualize a funnel for your user actions.

For example,

You want to check:

  1. How many users have viewed the product page
  2. How many of them added that product to the cart
  3. How many of them made a successful order

Tracking Revenue Performance

With MoEngage, you can very easily track revenue for your campaigns. Revenue and return of investment (RoI) of the campaigns are available. For example, you can answer the question of how much revenue my product made after sending a communication. 

While setting the conversion goal, you can choose for which goal you want to track the Revenue. In the example below, we are tracking the revenue for orderSuccessful events.

ordersuccessful.png

Revenue Tracking is optional and non-mandatory. Enable the Revenue performance.

After you choose the goal, you can choose the numeric attribute which captures the total monetary value of the order. In the example below price contains the total order value. You can also choose the currency in which your monetary value is reported.

Trackrevenue.png

Set Attribution window

Attribution Window is the maximum time duration, from the time user received/clicked the campaign, for which a conversion goal will be tracked. The default duration 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 5 hours.

attributionwindow5hrs.png 

Delivery Controls for One time and Periodic Campaigns

  1. Enable the Ignore frequency capping to ignore the frequency capping settings.
    For more information, refer to Frequency Capping.
  2. Enable Count for the frequency capping to include this campaign for the frequency capping.
  3. Set the Request Limit to send the WhatsApp notifications. The minimum throttling of message requests is 10000 per minute and a maximum of 500000 per minute.

DeliveryControlAll.png

Delivery Controls for Triggered Campaigns

Do the following:

  1. Provide the minimum delay between two notifications.
  2. Enable Ignore DND settings to ignore the do not disturb settings. 

Deliverycontroltriggered.png

Next Steps

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

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 Analyse WhatsApp Campaigns.

Reach out to us directly from your MoEngage Dashboard -> Need Help? -> Contact Support or send an email to support@moengage.com.

 

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