Create WhatsApp Campaign
 

BETA ALERT

WhatsApp is currently a Beta Feature. If you wish to try out the feature, reach out to support@moenage.com.

 

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
    Clic left navigation menu, click Engage > Campaigns page, and click + Create Campaign ( mceclip2.pngtop right corner of All Campaigns Page).
    CreateCampaign_Right.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.

Target Users

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 User behavior Custom segment
    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 values to create a rule.
      For more information, refer to Create Segments.
  2. Create multiple filters using User Property rules, User activity rules, and Custom Segment rules are combined 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 not include the users for the campaign.

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

  4. Click 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.

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 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

Conversion Goals

Conversion goals help you to track your business metrics in relation to a campaign and help you measure how your campaign helped you achieve your business metrics. 

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.

For example, 

You want to track that after sending the campaign, how many customers made the Purchase event for Product iPhone. Your conversion goal set-up will look something like this. Here iPhonePurchase is the Goal Name; Made Purchase is the App Event that you want to track; product is event attribute/property which has value as iPhone

conversiongoal.png

With multiple conversion goals, you can now track more than one business metric 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 do 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 cartValue contains the total order value. You can also choose the currency in which your monetary value is reported.

Trackrevenue.png

Set Attribution window

Set an attribution window or duration for calculating the conversion goals to a specific campaign starting from the time the campaign is delivered to the user. The default duration is set for 36 hours. For example, set the attribution window to five 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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