Campaign creation flow

This chapter intends to give a general overview of the required steps to create your campaign and start engaging with your user base:

  1. Campaign name
  2. Campaign type (push / in-app)
  3. Campaign delivery – when to send the campaign
  4. Active audience to target
  5. Goal to reach
  6. Message format & testing
  7. Campaign final review
Please note those creation steps are sequential! It means those steps have to be completed in the order described above.

Click on “New campaign” accessible from any “Campaigns” menu page to start creating a campaign

Campaign name

Define your campaign name. This name will ne displayed in the campaigns list so make sure to use a meaningful terminology to find your way around!

Campaign type 

Then, you configure your campaign type among:

  • Push notification
  • In-app message

These options refer to the 2 notification formats available.

As the next steps options rely on your campaign type, please acknowledge that if you change this setting the rest of your campaign configuration will be reset.

Delivery type 

Choose how and when to send your communication! There are three Delivery types available:

  • One Time: Send a communication one time to an audience of your choice.
  • Recurring: Fire a notification several times to an audience of your choice. You can adapt the frequency based on your needs.
  • Manual: Fire a personalized notification through an API call to a defined group of logged-in users (user identifiers).

You will have to choose between these three delivery types to go to the next step. You will have to click on one of the three cards representing the delivery type you wish to use.

At any time during the campaign creation process, you can click on “Delivery time” to modify it.

Changing the delivery type will cause the parameters defined in the “Delivery time” frame to be deleted.

Delivery time 

Choose the delivery time of the campaign that will be sent. The options available depend on the delivery type previously picked!

One time

When sending a One time campaign have the choice between two options.

“Now” will set the campaign for an immediate dispatch once the creation flow is over.

“Specific day and time” will allow you to configure a start date and time. This will be very useful if you need to set campaigns to be sent over the weekend for example! The “Adapt to user’s timezone” option can be used if your app is used er a wide geographic range and you would like to avoid disturbing your users overnight.

Another setting you will be requested to provide is “Do not deliver after”. It is useful to set an expiration delay to a message from a few hours to a few days.

For example, if you are sending a campaign for a promotion valid throughout the next 2 days, if it’s a push and a user is offline during 3 days, you do not want your users to receive and expired promotion! Same thing for an in-app, as this message can only be seen when the app is opened, you do not want your users being spammed by messages that are not relevant anymore.

Recurring 

When sending a Recurring campaign in addition to the configuration of your campaign start date and time, you will be asked to provide the following information:

Set your end date from the 2 options

  • “Specific time”: which will allow you to select similar options as the start date & time.
  • “After”: 1 to 30 days, weeks, or months. Meaning the campaign will be finished 4 months after the start date for example.

Then, configure the sending frequency: from 1 to 30 days, weeks or months.

Finally, you set a sending limit:

  • “Limited” means you can cap for this campaign the number of notifications received by the same device.
  • “Unlimited” means a device can receive this campaign several times (if still in the audience) without restrictions.

Manual

The delivery time will be configured directly in your API calls made to fire your messages. Please refer to our API documentation.

Audience selection 

Choose applications to target via the app picker.

Then for the Manual campaign, users to target will be defined per API call so you can directly proceed to the next step.

For One time and Recurring campaigns, you can choose one active audience to target. You can make your choice among the list of active audiences displayed based on your app picker selection.

You cannot find your desired audience in the list! Troubleshooting:

– Only active audience can be selected, please make sure your audience is active!
– If your campaigns targets all Live apps, only cross-platform audiences can be selected.

Campaign Goal

Campaign Goal allows you to associate a specific business objective with your campaign through an event. Thus you will be able to measure your impact with more precision.

For example, if the business objective of my campaign is to sell a specific product, I can use the “OrderCompleted” event with a detail matching the product ID to measure how many orders resulted from this campaign.

You are required to configure an event per OS for your campaign goal. Only one event goal can be set per OS.

GROW will measure your number of goals reached after a direct open / influenced open (for push campaigns) or an in-app displayed (in-app campaign).

As this step is optional if you do not define a Goal then a default goal will apply:

  • “Push opened” for push campaigns
  • At least one “interaction” for in-app campaigns

Composing your message

The campaign type initially selected will influence the layout of this section as the options to configure are not the same between a push and an in-app campaign.

A preview will be available while composing your message on the right side of your screen so that you are always aware of the impact of your changes.

Push notification

Master push notification sending

Compose your message

General

You have several editable fields that you can fill with: text, emojis, personalization variables (only for manual campaigns through the three-dot button)

You will be required to at least set:

  • A “Title”: We recommend that you do not exceed 40 characters for titles to suit most of screen devices
  • A “Message”: We recommend that you do not exceed 130 characters for body text to suit most of screen devices

iOS Options

iOS capabilities will you allow setting the following optional fields:

  • “Subtitle” (optional), we recommend that you do not exceed 40 characters to suit most of screen devices
  • “Rich media”: you can upload audio (mp3), images (jpg, jpeg, png, gif) or videos (mp4) files. The file size must not exceed 10MB
  • “URL to be opened”. Upon click, a push opens the app on its default opening section if not set. You can add a link to redirect your users to a:
    • specific app page with deep links or universal links.
    • another website with a regular https:// URL.
Tips: When configuring a Manual campaign, the URL to be opened can include a variable per user! This can be useful if you would like your users to redeem a unique coupon.

Android Options

Android capabilities will you allow setting the following optional fields:

  • “Rich media”: you can images (jpg, jpeg, png, gif). The file size must not exceed 10MB
  • “URL to be opened”. Upon click, a push opens the app on its default opening section if not set. You can add a link to redirect your users to a:
    • specific app page with deep links or universal links.
    • another website with a regular https:// URL.
Tips: When configuring a Manual campaign, the URL to be opened can include a variable per user! This can be useful if you would like your users to redeem a unique coupon.

Add languages

You have the option to configure your push notification in 4 different languages if you wish. You will have a default language variant and 3 additional languages to target users who have configured their device in a specific language.

Click on “Add Language” to start adding language variants.

Pick your languages (up to 4). Upon saving, you will see additional tabs populate in the message editor(1 per language variant).

Interact with your tabs to Delete a language or set another default language. If you click on “+”, you will be able to pick other languages through the pop-up.

In-app message

When composing an in-app message, you will first be required to select an in-app from our library, then you will be able to edit it.

Template library

Pick a template from our library, your can filter our templates between pop-up and fullscreen formats to select what best suit your needs! On-boarding, promotion carousels, templates combining videos, images… You will surely find your match here.

If you have a specific need for your template, do not hesitate to contact your CSM! We are always eager to add new templates to our library.

This service may be subjected to your CSM days consumption.

If you click on “View” when hovering on a template, you will be able to see a preview of the template along with some general information (last update date, version, name, format).

When you made your choice, click on “Edit” while hovering over the template.

Edition

As on an onboarding template you have more fields to configure than a single screen promotional pop-up for example; available options will differ depending on the template previously selected.

Here is a non-exhaustive list of possible parameters:

  • Fonts, sizes and colors of texts
  • Media content (videos, images)
  • Background color
  • Adding/Removing pages and buttons

Testing your message

Campaign editor preview

Use the preview to check your push notification or in-app message on different devices and OS. The device picker at the top of the preview will adapt immediately the content to show the edited message on the selected device.

Tip: You can directly interact with the preview to test your template layout!

Below the preview your will notice a “Back to first step” action. This feature is useful especially if you are configuring a multi-screen template.

Real device preview

Upon click on “Test Message” at the top of the section, it will allow you to access the device preview.

Either select a list of registered devices you want to send the notification on. Or directly register another device before doing so.

Final review and launch

The last step will allow you to get a quick summary of what you previously set to confirm if you would like to launch your campaign.

Finally! you can launch your campaign! You can also save or cancel your current edition at any time from the footer of the page.

What’s next?

As soon as the campaign is launched, you will find it in the list of your campaigns. The campaign should be operational within 5 minutes at most if set to start “now”.

The results of the campaign will be available 24 hours after sending.