Creating Push Campaigns

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This guide only covers the creation of One-time, Triggered & Recurring Campaigns

Looking to automate Transactional Push Notifications? Let's get you started!

Engaging users with Push Notifications is an effective way to convey time-sensitive messages, grab their attention with offers, and drive app engagement. Your dashboard comes with a highly intuitive 6-step campaign creation interface that makes it easy to create and execute highly personalized campaigns in minutes!

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Must Read

At WebEngage, we are obsessed with enabling consumer business, like yours, to create contextual experiences that facilitate retention-led growth. This is why user data (User Attributes), behavioral data (Events & Event Attributes) and Segments play an integral role in campaign creation. We recommend that you get yourself acquainted with the respective concepts before proceeding.

Here's a quick summary of the exciting possibilities offered by the campaign creation interface:

• Personalize messages to each user's preferences and behavior, across the various stages of their lifecycle (skip to Step 3: Message)

• Deep link Push Notification images to specific screens in your app (skip to Step 3: Message)

• Target multiple apps with a Push campaign! (skip to Step 1: Audience)

• Automate multivariate message testing for your campaign - we'll automatically identify a winner and send it to the entire audience (skip to Step 4: Conversion Tracking & Variation Distribution)

• Leverage ready-to-use templates to engage users with rich Push Notifications (skip to Step 3: Message, Layout)

• Test your campaign with internal team members before sending it to your users (skip to Step 5: Test Campaign)

• Avoid disturbing users during DND hours, implemented in their timezone (skip to Step 2: When DND)

• Schedule campaigns for delayed delivery to users who are currently unavailable (skip to Step 2: When, Queueing)

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Please Note

Please ensure that you have integrated FCM (Firebase Cloud Messaging) and APNS (Apple Push Notification Services) with your account before proceeding as these platforms enable campaign delivery to all your Android and iOS users, respectively. Here's the integration guide.

Select Campaign Type

As shown below, the campaign creation interface can be accessed by clicking the Plus icon placed on the top left of the central hub of Push. In doing so, you will be prompted to select the type of campaign you'd like to create:

Let's walk you through each campaign type:

One-time

These are stand-alone messages that are sent to your users only once and generally comprise of time-bound offers, festive deals, product updates and so on. Such campaigns end as soon as they're delivered to the target audience.

• When: Launch immediately or Schedule for later
• How Often: Once only

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Skip to Step 2, When: Campaign Schedule > Setting up One-time Campaign

Triggered

These are ongoing cycles of communication that are sent to only those users of your target audience, who perform a particular event on your app/website.

• When: Launch immediately or Schedule for later
• How Often: Whenever the specified Event is performed by a user or a few Minutes/ Hours/ Days after the event occurs

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Skip to Step 2, When: Campaign Schedule > Setting up Triggered Campaign

Recurring

These are ongoing cycles of communication that are scheduled to be sent periodically to its target audience. Such campaigns help you automate communication for several recurring events in your user's lifecycle like subscription renewals, policy renewals, bill payments, recurring investments and so on.

Or you could leverage these campaigns to engage all new users who have recently signed up, users who performed a certain action on your app but left without transacting or proceeding to the next stage and so on.

• When: Launch immediately or Schedule for later
• How Often: Daily, Weekly or Monthly

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Skip to Step 2, When: Campaign Schedule > Setting up Recurring Campaign

Transactional

These are highly contextual messages that your users expect to receive while interacting with your brand through your app, website or offline. This could be acknowledging user interactions like, sign up (welcome newsletter), password reset, payment confirmation (invoice), order confirmation or conveying payment reminders, account statements and so on.

• When: Launch immediately
• How Often: Whenever a specific Event occurs in your backend

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Continue here...

Step-by-step Guide to Creating Transactional Push Campaigns

Now, let's walk you through all the steps of campaign creation.

Step 1: Define the Audience

Name your Campaign

The first step is to give your campaign a unique name that helps you identify its purpose.

Select Target Devices

As shown above, you can choose to create campaigns exclusively for your Android or iOS users by specifying a Target Device. The following options can be selected here:

• Both Android & iOS
• Android only
• iOS only

Select Target Apps

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Please Note

This option will show only if you have integrated multiple Android/ iOS apps while configuring Push & target a few of these through the campaign selectively.

3A. Specify Target Android Apps

If you have added multiple app credentials while configuring Push for Android, then by default, all the apps will be targeted. You can alter this by removing Android Package Names to target specific apps with the message.

• Send to all apps send the Push Notifications to all the configured apps.
• Send to specific apps will send the notification to the particular apps of your choice. You can select which apps the notification will be sent to by clicking on the Pencil icon. A new modal will open with the list of apps, letting you choose them by selecting or deselecting them. You can also search the Package Name through the search bar. Click Save to save the changes as shown below.

This field is hidden if you have selected iOS only under Target Devices.

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Please Note

You can choose up to 100 apps at a time.

3B. Specify Target iOS Apps

If you have added multiple app credentials while configuring Push for iOS, then by default all the apps will be selected here as target apps. You can choose to remove the respective iOS Bundle Identifiers to target select apps with the message.

• Send to all apps send the Push Notifications to all the configured apps.
• Send to specific apps will send the notification to the particular apps of your choice. You can select which apps the notification will be sent to by clicking on the Pencil icon. A new modal will open with the list of apps, letting you choose the apps by selecting or deselecting them. You can also search the Package Name through the search bar. Click Save to save the changes as shown below.

This field is hidden if you have selected Android only under Target Devices.

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Please Note

You can choose up to 100 apps at a time.

Check Enhanced Delivery Options

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Please Note

This option will show only if you have configured Mi or Huawei Push messaging services while setting up Push channel integration. Learn more.

Based on push channel configurations added (Mi, Huawei or both), corresponding options will be shown and will by default be selected. For e.g. if you have added Mi push services creds, then in Enhanced Delivery Options only Mi push services will be shown.

Select Audience Type

One of the key differentiators of successful campaigns is that they're tailored to the behavior and preferences of a specific group of users. Thus, by selecting an Audience Type, you can choose to target a specific segment of users or combine several segments to define your Push campaign's audience.

As shown below:

• Select Send to users in single segment to target all users who are included within a particular segment (How to set it up)

• Select Send to users in multiple segments and/or don't send to users in certain segments to narrow down the audience to a very specific user persona, defined by including and excluding several segments from the target audience (How to set up the conditions - Send To & Don't Send To)

Here's how you can set up each Audience Type:

Select Target Segment(s)

Here's how you can set up each Audience Type:

5A. Select a Segment (Send To)

(If Send to users in single segment is selected as Audience Type)

As shown below, click the dropdown nested beside Send To, to specify the target segment.

Let's quickly walk you through Segment Preview:

Reachable Users: Indicates the number of users, from the selected segment, that can be engaged through Push as a channel, at present.

• For example, your target segment could include 10,000 users, but only 7,000 of those users could be reachable through Push at present. This could happen if:
  • A user has disabled Push on their registered device.
  • A user has uninstalled your app.
  • A user is not reachable on the Android/iOS devices selected under Target Device.
  • A user is not reachable on the Android/iOS apps selected by you under Target Android Apps and Target iOS Apps, respectively.

Rules of Segmentation: You can choose to segment your entire user base by 3 broad parameters - User (attributes), Behavior and Technology. Thus, Segment Preview presents a snapshot of the parameters based on which users have been grouped together.

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Skip To:

How to Edit a Segment

How to Create a New Segment

How to Create a Disposable Segment

Step 2: When

5B. Combine Segments (Send To)

(If Send to users in multiple segments and/or don't send to users in certain segments is selected as Audience Type)

Using multiple segments to define the target audience is an excellent way to target users that have similar preferences, belong to the same location or have performed certain actions on your app/website - without creating a new segment.

Here's how you can go about it:

Step 1: Select a Condition

• Select Users in ANY of these segments to send the campaign to all the users included within each segment.

• *Select Users in ALL of these segments to send the campaign only those users who are shared by all the segments.

Step 2: Select a Segment

Step 3: Click Add Segment to select another one

For example, in the visual above, we have selected the condition, Users in ALL of these segments to combine 2 segments - Inactive Users and Cart Abandon(ers).

• On selecting the second segment, the Reachable Users decrease to 604 from 3,456.
• This indicates that the campaign will be sent to only 604 users who are common amongst both the selected segments.

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Skip to:

How to Edit a Segment

How to Create a New Segment

How to Create a Disposable Segment

Step 2: When

5C. Exclude User Frome These Segments (Don't Send To)

(If Send to users in multiple segments and/or don't send to users in certain segments is selected as Audience Type)

You can choose to exclude a segment or multiple segments from the target audience by configuring the field, Exclude User Frome These Segments. This is a great way to selectively engage users that match a specific persona. Here's how you can add the exclusion criteria:

Step 1: Select a Condition

• Select Users in ANY of these segments to prevent users in each segment from receiving the campaign.

• Select Users in ALL of these segments to prevent only those users from receiving the campaign that are common between all the segments.

Step 2: Select a Segment

Step 3: Click Add Segment to select another one.

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When Segment Isn't Specified Under the field, 'Send To'

By default, a campaign is set to be delivered to All Users. Thus, if no segment is selected under Send To AND segments are specified under Don't Send To, then the campaign will be send to all the users who are reachable on Push AND are not included within the specified segments.

Edit Segment

Click on the Edit icon, placed next to the dropdown, Send To, to edit the selected Segment. In doing so, you will be prompted by a pre-populated pop-up with the existing segmentation rules.

Make your edits and click Save to proceed. In doing so, you will preview the number of reachable users as per your edits.

Create a New Segment

You can choose to create a new Segment _of users from the campaign creation interface by clicking on the _Create Segment button. In doing so, you will be prompted by a pop-up, allowing you to build a new segment.

Once created, you will be able to access the Segment through the List of Segments in your dashboard.

Creating a New, Single-use Segment

You can also choose to create disposable segments or segment users specifically for the campaign and avoid adding it to the List of Segments in your dashboard.

As shown above, this can be achieved by leaving the field Name Your Segment blank while creating the segment. In doing so, it will become an Ad hoc segment in your dashboard, which will be available only for sending the campaign you're currently creating.

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Related Read: Rules of Segmentation

Please refer to Creating Segments for step-by-step guidance on how you can segment your users by their attributes, behavior (events), and technological preferences.

Apply Universal Control Group

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Conditional Option

This is a conditional option which will be shown only if the you have created Universal control group in your account. Click here to know how to create Universal control group.

• When the box is checked, the campaign will not be sent to users who are part of the Universal Control Group in the segment that is selected.
• When the box is unchecked, the campaign will be sent to all users that are part of the segment inclusive of the Universal Control Group users.

Step 2: Specify When to Send

As highlighted above, the second step of campaign creation allows you to specify when and how often you'd like the target audience to receive the Push Notification and manage the role your campaign plays in your overall engagement strategy. Hence, When has been divided into two sections:

• Campaign Schedule
• Frequency Capping & DND

Let's get you acquainted with the workings of each:

Campaign Schedule

Here you can specify when and how often the target audience should receive the campaign. This can be determined by configuring the Campaign Type selected when you initiated creation. Here's how you can go about it:

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Navigate to:

One-time Campaign

Triggered Campaign

Recurring Campaign

Setting up One-time Campaign

Step 1: As shown below, select One-time as the Campaign Type

Step 2: Specify the Delivery Time

As shown above:

• Select Now to send the campaign immediately
• Select Later to schedule the campaign: You can choose from the 2 options i.e. Send Intelligently or to send at a specific time.
  • Send Intelligently: optimizes campaign send-time for each user, our system intelligently decides the best time to send a campaign based on your user’s interactions with past campaigns of each channel. Click here to know more.
  • Send at Specific Time: You can specify the time at which you would like to send your campaign to your users, either from the users time zone or the campaign's project time zone.
    You can choose to schedule a one-time Push campaign for delivery in your user's timezone! (How it works)

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Skip to the second section, Frequency Capping & DND to complete Step 2: When, of the campaign creation process.

Setting up Triggered Campaign

Step 1: Select Triggered as the Campaign Type

Step 2: Select the Event upon the occurrence of which the campaign will be triggered or sent to the user

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The following options can be selected here:

• Custom (all the custom events being tracked for your account)

• System (all the campaign events pre-defined by us for tracking user-channel interactions like app installed, push delivered, push opened and so on.)

Step 3 (Optional): Add Attribute Filters to the Event by clicking on the filter icon

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The following options can be selected here:

• Custom (all the custom attributes attached to the custom event selected as the trigger event)

• Time (Event Time)

• Location (City, Country)

• Technology (Device Manufacturer, Device Model, Carrier, App Version, App ID, SDK Version)

• Engagement (Campaign ID, Journey ID - can be found under the campaign's overview & journey's overview)

  • These attributes are applicable only to campaign events like Email Rejected, Push, Dismissed and so on.

• Others (Session Count, Language)

• Further, you can choose to club multiple event attributes by the AND/OR logic to define the scope of occurrence of the event.

• Doing so implies that if users included within the target segment don't perform the specified Event, in the context of the added attribute filter(s), then they will not receive the campaign.

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How It Works: Clubbing Event Attributes by AND/OR Logic

AND: Implies that users will have to perform the Event in the context of all the event attributes to receive the campaign. (Helps you narrow down the target audiece)

OR: Implies that users will receive the campaign if they perform the Event in the context of any one of the event attribute.* (Helps you widen the target audience)

Step 4: Specify the Delivery Time of the triggered campaign

• Select Send as soon as the event occurs to deliver the campaign immediately
• Select Wait for (duration) and then send to deliver the campaign after sometime
• You can set up a wait time in Minutes, Hours or Weeks, after which the campaign will be sent to the respective users

Step 5: Specify the Start Date or the date-time on which the triggered campaign should start getting delivered to the target audience

• Select Now to send the campaign immediately
• Select Later to schedule the campaign

Step 6: Specify the End Date or the date-time on which the triggered campaign should cease getting delivered to the target audience

• Select Never to run the campaign indefinitely (you can always choose to Pause a campaign manually through its Campaign Overview)
• Select Later to stop the campaign at a specific date-time in the near future

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Skip to the second section, Frequency Capping & DND to complete Step 2: When, of the campaign creation process.

Setting up Recurring Campaign

Step 1: As shown below, select Recurring as the Campaign Type

Step 2: Specify the Start Date or the date-time on which the recurring campaign should start getting delivered to the target audience.

• Select Now to send the campaign immediately
• Select Later to schedule the campaign

Step 3: Specify the Delivery Time or the frequency and date-time of campaign delivery.

The frequency of a recurring campaign can be set as:

• Daily, at a specific Time
• Weekly, at a specific Day and Time
• Monthly, on a specific Day of the Month and Time

View Realised Schedule shows you the entire schedule for your campaign as set by you.

Step 4: Specify the End Date or the date-time on which the campaign should cease getting delivered to the target audience.

• Select Never to run the campaign indefinitely (you can always choose to Pause a campaign manually through its Campaign Overview)
• Select Later to stop the campaign at a specific date-time in the near future

Frequency Capping & DND

Here you can leverage the features of Frequency Capping (FC), DND Hours, Queueing and Throttling to determine how a user perceives your Push campaign in the context of your entire engagement experience.

Context: Campaigns don't exist in isolation. Most marketing campaigns are designed for a specific audience, motivating them to perform a particular action. And more often than not, users receive multiple campaigns through various channels, nudging them towards a similar goal.

Thus, these features allow you to manage the frequency and timing of campaign delivery for each user. Let's get you acquainted with the workings of each:

Frequency Capping (FC)

Using Frequency Capping (FC), you can control the number of campaigns a user receives within a Day, Week, Month and maintain a consistent gap between consecutive messages (sent through multiple channels or the same channel).

As highlighted above:

• Select Follow... to send the campaign as per your account's frequency capping and time gap settings

  • This means that if the upper limit on the number of messages a user can receive within a day, week, or month is exhausted, then this campaign will get queued for delayed delivery (detailed read on how this works)

• Select Ignore... to ensure campaign delivery even if the frequency cap for the day/week/month has been met for a user (impact of disabling FC for a campaign)

Set Frequency Capping Limits

If you have not set up Frequency Capping yet, you can configure it by clicking the Configurations > Frequency Capping. Once set, you will be able to send all your campaigns with FC enabled, including the existing one.
(How to configure FC & Time Gap)

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Please Note

After setting Frequency Capping while creating the campaign, kindly refresh the campaign creation tab to enable FC.

DND

Using your account's DND Settings, you can prevent users from receiving campaigns during specific periods such as when they may be asleep so on. The best part - DND hours are determined individually for each user. This means that the duration specified by you will be applied to all your users only in the context of their time zone!

As highlighted above:

• Select Follow... to ensure that users aren't disturbed by the Push Notifications at the hours specified by you (as per their timezone)
• Select Ignore... to ensure campaign delivery even if _DND hours are applicable to a few users (Disabling DND for a campaign)_

Set DND Hours

If you haven't set up DND Hours yet, then you can choose to configure it by clicking the Configuration > DND in a new tab. Once set, you will be able to send all your campaigns with DND hours enabled, including the existing one.
(How to configure DND Hours)

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Please Note

Kindly refresh the campaign creation tab to enable after setting DND while creating the campaign.

Queueing

If you choose to send a campaign with FC or DND enabled, then Queueing is automatically enabled. It's a feature that allows delayed delivery of the message to a user, in cases where immediate delivery is not possible due to your FC or DND settings.

As highlighted above:

• Select Queue message for up to..., to enable the feature and specify a custom queueing duration for the campaign in Minutes, Hours or Days.

  • Doing so will ensure that we hold on to the campaign for the specified duration and send it only when a combination of your FC and DND settings allow us to. (How delivery time is determined for queued messages)
  • Impact on campaign delivery to Android app users: if FCM is unable to deliver the campaign immediately to a user due to a technical error or if they’re out of network coverage area, then their systems too will continue to attempt message delivery until the specified queueing duration or time_to_live (detailed read on TTL in FCM)

• Select Do not Queue messages... to drop the message if we're unable to deliver it to a user due to FC/DND settings (Disabling Queueing for a campaign)

  • Impact on campaign delivery to Android app users: If a campaign is sent with Queueing disabled, and FCM is unable to deliver the message to a user, then the message will be dropped immediately (detailed read)

Throttling

As highlighted above:

• Select Do not throttle campaign... to send all messages instantly to the entire target audience.

• Select Throttle campaigns as per channel throttling limits to control the number of messages delivered per minute.

• Select Throttle campaigns at... to specify a custom message throttling duration for this campaign.

  • Please note, this limit cannot be higher than the channel-level throttling limit specified under Settings > Throttling.

Step 3: Create the Message

As highlighted above, the message creation interface comes loaded with intuitive features like Variations, Layouts, Deep linking, Message Preview, and advanced settings like Key-Value Pairs - enabling you to create high impact Push Notifications in minutes.

Let's get you acquainted with each feature:

Select a Layout

You can choose from the following ready-to-use templates to create a Variation.

You can select a background color of your choice for the Push Notification.

Let's quickly walk you through each:

Text: A text-only template, allows you to send quick updates and offers, personalized to each user's preferences and behavioral history. (Creating dynamic text notifications)

Banner: A single-fold media template that allows you to create visually personalized notifications. (Creating personalized Banner Notification)

Carousel: A multi-fold rich media template that enables you to fight Push Blindness and create highly engaging app experiences. (Creating personalized Carousel Notification with contextual deep links)

Ratings: A clean, UX friendly template that allows you to collect product and service feedback with great ease. (Creating a dynamically personalized Rating Notifications)

Timer Layout:Timer push notification allows you add a countdown timer to a push notification, creating a sense of urgency in your users and driving them to perform the desired action.

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Please Note

• This layout is currently access controlled. To enable it, kindly reach out to your CSM or write to us at [email protected]
• Timer layout is supported only for Android devices from SDK v4.7.0 onwards. So this layout will only be visible if in the Audience Tab, the 'Target device' selected is either 'Android' or ‘Both Android and iOS’, whereas if 'iOS only’ is selected, then the ‘timer’ layout will not be shown.
• Timer layout will only be visible if in the Audience Tab, the target device selected is Android or ‘Both Android and iOS’, whereas if 'iOS only’ is selected, then the ‘timer’ layout will not be shown.

Basic (Add text)

You can easily create dynamically personalized content using the Personalization icon nested in the Title, and Message fields. Select a value from a list of all the Custom User attributes and Custom Events being tracked for your app and place them appropriately within the text. We'll add the exact value tracked for each user, helping you deliver one-on-one messages at scale.

Configure Banner Layout

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Related Read

Text and Image guidelines for creating Banner Notifications

The Image section, enables you to personalize the Banner image to each user's preferences/behavior.

As shown above, a generic banner image can be added in two ways:

1. Insert Image Link: The image must be hosted on a publicly accessible domain to ensure that it renders for all users receiving the message.

2. Upload Image: Click the Upload button placed next to the field, image and select a file from your desktop. In doing so, the image will get hosted on WebEngage's domain: https://afiles.webengage.com.

You can always click the Reset button to link/upload a new image.

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Personalizing Banner Image to Each User's Interests

You can easily personalize images to the preferences & behavioral history of your app users in any of the following ways:

• Method 1: Pass image_url as a custom event attribute, attached to a custom event gleaned for your app (Step-by-step guide on how to execute this)

• Method 2: Build the image URL by specifying a parent link and adding a custom event attribute/custom user attribute as the path. Then manually add the image format like, .png, .jpeg, .jpg, .gif, at the end of the link structure (Step-by-step guide on how to execute this)

Configure Overlay Layout

Create push notifications with the full Image with Text Overlay. In this layout the background image covers the entire space available for the push notification. While, the text can also be added which will appear on top of the image.

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Note

This feature requires access permission. To enable it, please contact your Customer Success Manager (CSM) or email us at:[email protected]

Step 1: Select an Image

As shown above, an overlay image can be added in two ways:

• Insert Image Link: The image must be hosted on a publicly accessible domain to ensure that it renders for all users receiving the message.
• Upload Image: Click the Upload button placed next to the field, image and select a file from your desktop. In doing so, the image will get hosted on WebEngage's domain: https://afiles.webengage.com.
  You can always click the Reset button to link/upload a new image.
  Recommended image size: Dimensions to be 262:184px; in JPG, JPEG, PNG formats only and less than 1 MB in size.

Step 2: Collapsed Image (Android)

This is how your notification will look in the collapsed state, this capability is only available for Android, whereas iOS doesn’t let us do that. There are 2 options that are available here with the capability to customize the collapsed state of a push notification.

• Default App Icon: This option is selected by default, meaning there won’t be a background image in the collapsed state of your notification and a large app icon will be displayed on the right side of the notification.
• Custom Image: On choosing this option, you now have the choice of uploading another image for the collapsed state of your notification or copy the same image as you uploaded in the image field above by checking on the ‘Copy image as above’ box.

Step 3: Collapsed Image Width

You can also select the width of the background image in the collapsed state between the 2 choices: Full and Half.

• Full: This image takes up the whole width of the collapsed state of your notification.
• Half: The image would be placed on the right half of the notification area, whereas for RTL languages this would be mirrored and the image would be placed on the left half of the notification area.

Step 4: Text and Action

Set up the title, description and on-click action that you would like to compliment with the image.

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Use Case: Full Image with No Text

When focusing exclusively on your Android audience only, the main 'Text and Action' section would be optional, enabling you to send a full image with no text overlay, which is used for image prominence. However, if you opt for 'Both Android and iOS’, and ‘iOS only’ this section is mandatory.

Text and Action (Lower Android SDK Versions)

Overlay push notifications are currently supported only on the latest Android Core SDK v4.8.0, iOS Core SDK v6.6.1 and Extension SDK v1.1.1 and above. Therefore for all other lower versions of Android devices that don’t support this feature, we offer an option to add alternate text, i.e. lower SDK users will receive a text layout push notification with the title and description you provide in this section.

Below each subsection, i.e. title and description, there are checkboxes labeled ‘Copy Title and above’ and ‘Copy Description as above’ respectively, this enables you to copy the content from the previous ‘Text and Action’ section.

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Keep In Mind

In case your customers are on a lower version for Android SDK, then the notification sent is a ‘Text’ Layout i.e. Title and Description provided in ‘Text and Action (Lower Android SDK Versions)’ section. Whereas, for customers on lower iOS SDK versions the notification is sent in the ‘Text’ layout, i.e. Title and Description provided in ‘Text and Action’.

Step 5: Advanced Options (Android)

By sliding this section on, you can add a few more advanced features to the notification of your users. Here are some of the advanced features you can add.

• Message Summary: Add a short summary of the message you are sending.
• Sticky Push: By checking this box, you have enabled the option to add buttons to your notification, your users will not be able to swipe and dismiss the notification. They will have to take action to dismiss the notification. Checking this option automatically enables the Buttons switch as well.
• Buttons: You can add upto 3 buttons, which will be displayed at the bottom of the notification.

Advanced Option (iOS)

By enabling this option you will be introduced to similar options as the advanced options in android, but instead of a ‘Message Summary’ you have ‘Subtitle’, and ‘Buttons'.

• Subtitle: as the name suggests, this allows you to add a subtitle to your push notification.
• Buttons: By toggling this option on, you can choose from different variations of buttons. Click here to know more.

Configure Carousel Layout

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Text and Image guidelines for creating Carousle Push Notifications

The Carousel Images section, enables you to:

• Personalize the images to each user or add a generic image to the carousel
• Personalize the on-click action deep links to each user for all the mage to a screen in your app

Here's how you can go about it:

Step 1: Select the Carousel Layout

As shown above, you can choose between a Landscape or Portrait style template for your notification, depending on the dimensions of the images being used.

• Click the Add Image button to add a maximum of 5 images to the carousel.
• Click the Reset button to start from scratch anytime you like!

Step 2: Auto-Scroll (Optional)

If you like the images within the carousel to scroll automatically, then select this option. You will need to specify the the time after which each image should scroll.

Note: Once a user manually scrolls the image, the auto-scrolling will stop.

Step 3: Add Carousel Images

As shown above, a generic carousel image can be added in any of the following ways:

1. Insert Image Link: The image must be hosted on a crawlable/publicly accessible domain to ensure that it renders for all users receiving the message.

2. Upload Image: Click the Upload button placed next to the field, image and select a file from your desktop. In doing so, the image will get hosted on WebEngage's domain: https://afiles.webengage.com.

You can always click the Reset button to link/upload a new image.

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Personalizing Carousel Images to Each User's Interests

You can easily personalize images to the preferences and behavioral history of your app users in any of the following ways:

• Method 1: Pass image_url as a custom event attribute, attached to a custom event gleaned for your app (Step-by-step guide on how to execute this)

• Method 2: Build the image URL by specifying a parent link and adding a custom event attribute/custom user attribute as the path parameter. Then manually add the image format like, .png, .jpeg, .jpg, .gif, at the end of the link structure (Step-by-step guide on how to execute this)

Step 3: Add Label (CTA)

(Mandatory)

Label refers to the text added below the image and doubles up as a Call-to-Action (CTA) for each fold of the Carousel.

Step 4: Insert Deep Link (On-click Action)

You can choose to deep-link each image to a specific screen in your Android and iOS app, or direct users to a web page by specifying an On-click Action, as shown below.

Further, you will notice that the deep links specified for the Android app are in a different format compared to the links specified for the iOS app. This is because we have created a unique URI for each collection in our Android app while we are leveraging Universal Links for the iOS app (the same link is also used for our website).

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Personalizing On-click Action to a User's Preferences of Behavioral History

You can easily personalize the On-click Action of each image to your users based on the Custom User Attributes and Custom Events gleaned for them. This can be achieved in any of the following ways:

• Method 1: Pass screen_url as a custom event attribute, attached to a custom event gleaned for your app (Step-by-step guide on how to execute this)

• Method 2: Build the deep link by specifying a parent link and adding a custom event attribute/custom user attribute as the path parameter (Step-by-step guide on how to execute this)

• Method 3: Build Key-Value pairs into your app's code that facilitates deep link personalization and help you customize screen content. (Step-by-step guide on how to execute this)

This is an optional field and you can choose to skip it if:

• You are adding a common URL/ deep link for all the carousel images under Advanced Options (Android) or Advanced Options (iOS).

• You are using Key-Value pairs to link the entire Push Notification to an app screen or web page.

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Fact Check

The image Label and On-click Action link must be in sync to deliver a cohesive experience!

Configure Timer Layout

Step 1: Select a Template

We offer three distinct options for the timer template:

• Countdown: A simple countdown timer will be shown on the right side of your push notification.
• Countdown with Progress bar: A progress bar indicating how much time is remaining to start or end a campaign, along with the countdown timer will be present in your notification.
• Big Countdown: As the name suggests, the notification will have bigger countdown, thus giving more focus to the countdown.

Step 2: Set Timer

After selecting the template, you need to set the timer value. This can be done in 2 ways:

• By Duration: This option allows you to set the duration for how long you would like the timer to run for (once the user receives the notification).

For example, if you’ve set the timer value (duration) for 4 hours and 30 mins, all your customers will receive a timer notification of the same duration, irrespective of the actual time of them receiving the notification. So, if one of your customers receives this notification at 11 am while the other receives at 4 pm (due to the unavailability of a cellular network) , the countdown for both of them will begin from 4 hours and 30 mins.

• By End Time: This timer automatically counts the difference between the current time of the user versus the time at which you’ve set the timer value irrespective of time. Here the value is taken in Date and Time and it needs to set as per when you would like to end the campaign. Note must be taken that you can only set the timer value 2 days from the time you have scheduled the campaign on the ‘When’ page.

Example: Suppose you have an upcoming sale on 7th December and you want to notify all your users about it on 6th December. You then set the date value as 7th December and timer value as 00:00 and launch the campaign on 6th December 6 pm. If two customers are receiving the notification and one receives it right away at 6pm, and the other receives the notification at 11 pm, then first customer will receive the notification with a countdown value starting from approximately 6 hours, whereas the second customer will receive with countdown value starting from approximately 1 hours. Therefore by using this option, the time duration will vary according to when the customer receives the notification, and is based on the difference in time from receiving the notification and the end time set for the countdown.

Timer Color and Progress Bar color

You can also choose the color of your timer and progress bar (for template with progress bar), by checking the box.

Step 3: Text and Action (for Android)

Set up the title, description and on-click action that you would like to compliment with the timer.

Step 4: Text & Action (iOS and lower Android SDK versions)

Since timer push notifications are currently only available for Android devices, with apps using after WebEngage SDK version 4.7.0, therefore for all other lower versions and iOS devices that don’t support this feature, we offer an option to add alternate text. These devices will receive the notification without the text set here and without the countdown.

Step 5: Add an Image (optional)

You can slide to switch on this option which then enables you to either add a link to the image or upload an image from your device that will be shown along with your notification to the users.

Configure Ratings Layout

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Image and text guidelines for Rating Notifications

The Rating section lets you configure the background image and message for your Rating style Push Notification. Here's how you can go about it:

Step 1: Add Title & Description

As shown below, you can create a dynamic Title and Description for the Push Notification by adding relevant User Attributes and Custom Events to the message through the Personalization icon nested under each field.

For example, you can personalize the Rating template to the user's first name and the last product purchased by them by adding the following tokens as placeholders in our message:

• {{user['system']['first_name']}} - For adding the user's first name
• {{event['custom']['Order Placed']['custom']['Products']}} - For adding the name of the product purchased by the user

Thus, whenever the Push Notification is sent, we will populate the tokens with the corresponding values gleaned for the respective users, helping you communicate one-on-one at scale.

Step 2: Customize Text & Background Color

You can easily add your brand colors to the palette and customize the look and feel of the Push Notification as per your needs. However, if you are adding a background image, then it will override the background color settings.

Step 3: Add Background Image

You can add a generic background image can be added in any of the following ways:

1. Insert Image Link: The image must be hosted on a crawlable/publicly accessible domain to ensure that it renders for all users receiving the message.

2. Upload Image: Click the Upload button next to the field image and select a file from your desktop. In doing so, the image will get hosted on WebEngage's domain: https://afiles.webengage.com.

You can always click the Reset button to link/upload a new image.

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Personalizing Background Image to Each User

You can easily personalize the background image to the preferences & behavioral history of your app users in any of the following ways:

• Method 1: Pass image_url as a custom event attribute, attached to a custom event gleaned for your app (Step-by-step guide on how to execute this)

• Method 2: Build the image URL by specifying a parent link and adding a custom event attribute/custom user attribute as the path parameter. Then manually add the image format like, .png, .jpeg, .jpg, .gif, at the end of the link structure (Step-by-step guide on how to execute this)

Text & Action

Add the Title and Description for the *Push Notification. You can customize the notification with the rich text editor support which will allow you to style (bold, italics, etc.) the text and apply font colors.

Adding On-click Action Link

In addition to the On-click Action specified for the Carousel images, you can specify a global On-click Action for all your Android users, as shown in the visual above. This link will be applied to those areas of the Push Notification that are currently unlinked, as highlighted below.

This is a great way to nudge users to perform the desired action, no matter how they choose to interact with the Push Notification.

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Personalizing On-Click Action & Button Links

You can easily personalize the On-click Action and Button link to your users based on the Custom User Attributes and Custom Events gleaned for them.

This can be achieved in any of the following ways:

• Method 1: Pass screen_url as a custom event attribute, attached to a custom event gleaned for your app (Step-by-step guide on how to execute this)

• Method 2: Build the deep link by specifying a parent link and adding a custom event attribute/custom user attribute as the path parameter (Step-by-step guide on how to execute this)

Advanced Options (Android)

Using the options nested under this field, you can customize the experience for your Android users by linking the entire Push Notification to a particular app screen and adding CTAs/Buttons to it, as shown below. Simply click the Toggle button to enable Advanced Options and get started!

This field gets hidden if you have specified iOS only as the Target Device at Step 1: Audience. Now, let's walk you through its features:

Message Summary

This field will allow you to add content besides the App name for Android Push Notification.

Sticky Push

Android allows you to set a Push Notification as sticky i.e. the user will not be able to swipe and dismiss the push notification and will have to take an action (click the action text) for the notification to be dismissed. It is necessary to add at least one action button in sticky push notifications. Sticky Push Notifications are supported in Text and Banner layouts

Large Icon

Large icon option allows you customize the icon shown on the right of the notification. By default, if no image is added then the app icon is shown here. This option is supported for Text, Banner, Carousel and Rating layouts.

Auto-Dismiss Notification

By enabling this option, the notification will be automatically dismissed after the time set. This option is available for all layouts except Timer.

Adding Action Buttons

Available only for Banner and Text layouts, as shown in the image, click the toggle button to enable and add up to 3 buttons to your Push Notification for Android users.

Following are different action button types supported from SDK v4.9.0 onwards:

You can personalize the button link to each user's behavioral history, preferences or details.

Dismiss Button

The dismiss button is supported from Android SDK versions 4.7.0 and higher. Unlike other CTA buttons, Adding Dismiss button to a push notification allows the user to dismiss the push without being redirected to the app. If a user clicks on this button, then the 'Dismiss' event will be tracked rather than the 'Click'.

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Note

For each campaign variation, only one Dismiss button can be added.

Why can't buttons be added to a Carousel or Rating template?

Given the highly interacted nature of these types of Push Notifications, we have made it possible for you to customize the buttons, images, and links individually for each layout. Hence, adding buttons separately for Android users will defeat the purpose of customization made while Configuring the Carousel Layout or the Rating Layout.

Advanced Options (iOS)

Using the options nested under this field, you can customize the experience for your iOS users by linking the entire Push Notification to a particular app screen and adding CTAs/Buttons to it, as shown below. Simply click the Toggle button to enable Advanced Options and get started!

This field gets hidden if you have select Android only as theTarget Device at Step 1: Audience. Now, let's walk you through its features:

Subtitle

This field will allow you to add more content below the title field for Push Notification. This feature is supported for Text, Banner, and Carousel layout.

Sound

By default, all push have the same notification sound as per the phone settings. This option allows you set a custom sound for a particular notification. You need to mention the sound file in .aiff, .wav, or .caf format.

Note:The mentioned sound file needs to be present in app files. If not present then the default notification sound will be played. Please contact your tech team for further assistance.

Adding Buttons

As you must be aware, iOS allows you to add certain predefined CTAs or buttons towards the bottom of each Push Notification to facilitate seamless engagement. As shown below, you can leverage this functionality in 3 easy steps:

• Step 1: Click the toggle switch to enable Buttons

• Step 2: Select a relevant Button Type for your campaign

• Step 3: Deep-link it to a relevant app screen (you can also personalize the deep links to each user's preferences or behavioral history by following these steps)

You can add either of the following (predefined) Button pairs to a Text or Banner style Push Notification for all iOS users:

Why can't custom buttons be added to a Carousel or Rating template?

Given the highly interacted nature of these type of Push Notifications, we have made it possible for you to customize the buttons, images, and links individually for each layout. Hence, adding buttons separately for iOS users will defeat the purpose of customization made while Configuring the Carousel Layout or the Rating Layout.

Key-Value Pairs (Deep Linking, Personalization)

With Key-Value pairs, you can easily customize the contents of an app screen, personalize your Push Notification, deep link the notification to a specific app screen, web page and much more!

You can think of Key-Value pairs as a set of linked data points in which the Key acts as a unique identifier and the Value either represents the data or points to the location of the data that is identified by the Key.

The best part - these are not visible to your users. All this data is sent as an extra payload to your app, causing its code to perform the specified action and render the Push Notification accordingly.

Here's how you can go about it:

Step 1: Enable Key-Value pairs by clicking the toggle button, as shown above.

Step 2: Add a Key and its corresponding Value, as understood by your app.

Step 3: Click the Add Pair button to specify additional pairs.

• For example, in the above visual, we have used the Key, appurl to deep link the Push Notification to a specific app screen, defined as the Value.

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Must Read

How Key-Value pairs work & how you can leverage this feature to deliver contextually personalized app experiences (with use-cases)

Preview Notification

As shown above, the left half of the campaign creation interface provides a real-time preview of the Push Notification being created by you. At any given point, you can toggle between a Raw Preview and User Preview to gauge the notification's appearance for both iOS and Android users (as per the target device selected at Step 1: Audience).

Raw Preview

As the name suggests, it renders the Push Notification with the raw message and attributes, as added by you to the Title & Message.

User Preview

Allows you to view the Notification for an actual user from your account by populating it with data from their user profile, as per the elements of personalization added to Title & Message.

For example, in the visual above, we have visualized the Push Notification's message for the User ID, eyang_2699. Here's how you can go about it:

Step 1: Select User Preview from the dropdown placed on the top left

• In doing so, you will be prompted by a pop-up allowing you to search for a user to populate the corresponding attribute and event values.

Step 2: Enter the User ID, preferably of a power user included within the target audience

• Access List of Users of the campaign's target Segment (as specified at Step 1: Audience) to identify an ideal user.

Step 3: Click the Search and Populate button

• In doing so, you will be shown a summary of the values against the respective attributes and events included in the message. This is a good way to ensure that all the values are available for the user; if not then you can enter an alternate User ID.

Step 4: Click the See Preview button on the pop-up to visualize the notification with real user data

• While this is a great way to gauge the overall look and feel of the Push Notification, we recommend that you test the campaign with a test segment to ensure that it's good to go!

Create Variations

Variations are just different versions of the campaign's message that facilitate easy multivariate testing and are referred to in the following manner in your dashboard:

Variation A: The first version of the message.
Variation B: The second version of the message.
Variation C, D, E: Subsequent versions of the message created for testing.

As shown above, by default the message creation interface consists of a single Variation A.

• You can click on the Plus icon to create up to 5 versions of the message.

  • Select Create New to start building the new Variation from scratch
  • Select Copy from Variation A (or any of the previous versions) to make minor edits to the new Variation

• Each Variation can be created independent of the other, allowing you to test multiple aspects like its layout, body copy, buttons, links and colors to identify a mix that resonates with your entire target audience. (How to test message Variations)

• The percentage values indicate the share of users, that will receive a Variation and can be customized at Step 4: Conversion Tracking.

Test Message

You can easily test the message with an internal segment of users before sending it to your entire user base. As shown below, click the Test Message button to select a Variation and Test Segment. Please refer to this Step-by-step Guide to proceed.

Step 4: Set up Conversion Tracking & Variation Testing

The fourth step of campaign creation allows you to measure the effectiveness of your campaign in various ways like:

• Tracking conversions for a specific goal
• Comparing performance against a control group
• Testing multiple variations of the message to identify a winning version

Hence, it has been divided into two sections: Conversion Tracking and Variation Distribution. However, depending on the number of message Variations created by you, the view of Step 4: Conversion Tracking will vary:

When only 1 Variation Exists

As shown below, on proceeding to this step from Step 3: Message, you will be welcomed by an interface on which Conversion Tracking is disabled.

When Multiple Variations Exist

As shown below, on proceeding to this step from Step 3: Message, you will be welcomed by an interface on which:

• Conversion Tracking is disabled
• Variation Distribution meter indicates the share of the audience that will receive each Variation

Now, let's get you acquainted with the workings of Step 4: Conversion Tracking:

Conversion Tracking

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Must Read

We recommend that you gain a broad understanding of how Conversion Tracking works in your dashboard before proceeding. Doing so will lay a strong foundation for understanding whether or not you need to enable Conversion Tracking for the campaign and its impact on Revenue Tracking.

By default, Conversion Tracking is disabled for all Push campaigns. As shown below, you can use the toggle switch to enable it.

Step 1: Select a Conversion Event

The term, Conversion Event is an alias that helps you identify the event you expect users to perform after receiving the Push Notification.

As shown above, you can choose from a list of all the Custom Events being tracked for your account to specify the campaign's conversion goal. For example, we have specified the campaign's conversion goal as the custom event, Checkout - Completed.

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The following options can be selected here:

• Custom (all the custom events being tracked for your account)

• System (Session Started, User Login)

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Pro Tip

We recommend that you map all the Custom Events, that record the occurrence of a monetary transaction in your app, as Revenue Events in your dashboard. This will help ensure that selecting the respective events as the Conversion Event of a campaign helps you track Conversions and Revenue for the campaign and its channel :)

Step 2: Add Attributes to the Conversion Event

Depending on the end goal of the campaign, you can choose to narrow down the scope of conversion to a specific action like Puma Leggings Purchased, Jimmy Choo Pumps Purchased, Episode 3 Streamed, Chapter 7 Started and so on.

This can be done by adding attribute filters to the selected Conversion Event. Here's how you can go about it:

Step 1: As shown above, click on the filter icon placed next to the drop down

• In doing so, you will be prompted by a pop-up allowing you to select an attribute and specify its value.

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The following options can be selected here:

• Custom (all the custom attributes attached to the custom event selected as the conversion event)

• Time (Event Time)

• Location (City, Country)

Step 2: As shown below, click Add Filter to add more attributes to the event

• You can club multiple event attributes by the AND/OR logic
• This way only those users who perform the Conversion Event in the context of All/Either attribute filters will be considered towards the Conversion numbers of the campaign

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How It Works: Clubbing Event Attributes by AND/OR Logic

AND: Clubbing multiple event attribute filters by the AND logic helps you narrow down the scope of occurrence of the Conversion Event. This means that only those users will be counted towards the campaign's Conversions who perform the Conversion Event in the context of all the event attributes.

OR: Clubbing multiple event attribute filter by the OR logic helps you widen the scope of occurrence of the Conversion Event. This means that users who perform the Conversion Event in the context of any of the specified event attributes* will be counted towards the campaign's conversions.

Step 3: Set Conversion Deadline

The Conversion Deadline is a duration defined by you that tells us when to stop tracking conversions for a campaign.

• This means that once your campaign is delivered, we will track users who perform the Conversion Event in the context of its attribute filters (if any), only till the specified Conversion Deadline.

As shown above, by default, a Conversion Deadline of 7 days is set for all campaigns. You can choose to specify a custom duration in Hours or Days, as per the campaign's end goal.

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Related Read

List of all the Conversion metrics and Performance Indicators tracked for Push campaigns

Step 4: Enable Control Group (Optional)

A Control Group is a small portion of the target audience of a campaign that is randomly selected, representing the behavior and preferences of the entire segment, and does not receive the campaign.

An optional but recommended step, adding a Control Group to the target audience allows you to compare the campaign's performance against the organic behavior of Control Group users. This makes for the perfect benchmark to assess the true impact of the campaign on influencing user behavior.

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Detailed read on Control Group.

On checking the Control Group checkbox, you are presented with another choice called 'Target Control Group', that lets you choose between two options.

• Set a new control group for this campaign
• Custom Control Group

Option 1: Set a new control group for this campaign: This will be a campaign level control group which means a control group that is created for a specific campaign only. The users in this control group are randomly added from the selected segment in 'Audience' tab. This control group is good if the aim is to measure impact for a specific campaign.

On clicking this option, the Variation Distribution slider is exposed that allows you to select percentage of users to be added in Control Group from target audience.

Option 2: Custom Control Group: This option is shown when at least one Custom Control Groups is created in your account. Click here for detailed read on creating custom control group.

Since this is a pre-created control group, overlapping users within this group and the target segment won't be receiving the campaigns.

Custom control groups are good for analyzing effectiveness of multiple campaigns. For example: Analyzing effectiveness of SMS and Email campaigns during Diwali sale.

Unlike Campaign level control group, the percentage of users to be part of control group cannot be controlled when Custom control group is selected.

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Must Read

Why you should (almost) always use Control Group to measure the effectiveness of your campaign and how it works in your dashboard

###Variation Distribution (Multivariate Testing)

If you have created multiple versions of the Push Notification at Step 3: Message, then you can choose to automate the testing process by enabling Send Winning Variation Automatically. Doing so will allow you to test all the _Variations(and Control Group if enabled) with a smaller test audience and we will automatically send the winning variant to the entire target audience. _(detailed read)*

However, you can opt to test the Variations and Control Group manually if you are unable to automate testing due to the small size of the target audience (less than 2,000 users) of a One-time or Recurring campaign. Or if you are unwilling to test a Triggered campaign with a minimum of 500 messages.

Send Winning Variation Automatically

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Must Read

• Basics of setting up Send Winning Variation Automatically for a campaign

• How Send Winning Variation Automatically enables intuitive multivariate testing for your campaign

Depending on the campaign type selected when you initiated creation, the steps of configuring automated variation testing vary:

• One-time campaign
• Triggered campaign
• Recurring campaign

Testing a One-time Campaign

Given the short lifespan of one-time campaigns, we suggest that you launch the campaign well in advance for testing, and schedule it for delivery at the most viable time slot (as suggested by the channel's engagement trends). Doing so will ensure that your users receive the most effective version of your campaign at a time that records the highest engagement rate.

Step 1: Specify Size of Test Audience
You can choose to test the Variations and Control Group (if added) with 5% to 25% of the campaign's entire target audience. As shown above, we have chosen to treat 15% of all users as the Test Audience.

Step 2: Define Time to Test

A custom test duration can be specified in Minutes or Hours. As shown above, we have specified a test duration of 8 Hours. This means that the impact of all the message Variations and organic behavior of the Control Group (if added) will be tracked for 8 Hours, after which we will determine a winner.

Step 3: Select Win Criteria

The Win Criteria is a performance indicator that helps us determine a winning Variation according to the campaign's end goal. As shown above, it can be defined as Clicks or Conversions, as per your needs.

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Quick Read: How automated variation testing works for one-time campaigns

Testing a Triggered Campaign

Triggered campaigns are on-going cycles of communication that are sent to users only when they perform a certain action or Event. Thus, the most scientific way to test Variations of a triggered campaign is by ensuring that a significant number of messages are delivered before we draw a comparison.

Step 1: Specify Size of Test Audience

The Test Audience can be defined only in terms of the number of messages delivered. This means that Variation testing will continue until the specified number of messages have been successfully delivered.

Step 2: Select Win Criteria

The Win Criteria is a performance indicator that helps us determine a winning Variation according to the campaign's end goal. As shown above, it can be defined as Clicks or Conversions, as per your needs.

• Once we identify a winning Variation, it will be sent as the only campaign to all the subsequent users who perform the trigger event.

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Quick Read: How automated variation testing works for triggered campaigns

Testing a Recurring Campaign

If you choose to create a Recurring campaign, then the entire first run of the campaign will be considered as its Test Audience by default.

• We will calculate the test results 1 hour before the second run of the campaign to identify a winning variation.
• A winning Variation will be determined as per the Win Criteria and will be sent as the only campaign to all users from the second run. onwards.

Thus, as shown below, just define the Win Criteria (Clicks or Conversions), we will take care of the rest!

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Quick Read: How automated variation testing works for recurring campaigns

Manual Distribution

If you are unable to set up Send Winning Variation Automatically due to the small size of the target audience (less than 2,000 users) of a One-time or Recurring campaign, or if you are unwilling to test a Triggered campaign with a minimum of 500 messages, then you can choose to test the Variations manually.

As shown above, all the Variations created in Step 3: Message are equally divided amongst the entire target audience. Using the slider, you can choose to specify a custom share for each Variation and Control Group, if enabled.

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Quick Read: How manual Variation Distribution works

Depending on your Variation testing settings, the campaign will be tested against the Control Group in either of the following ways:

Impact on Variation Slider if Control group is enabled

In case the Control Groups have been enabled the Variation Distribution slider behaves differently based on the type of control group selected:

If Campaign level control group is selected: In this case, the user will have the option of adding the control group by deciding the percentage or size of the control group on variation distribution slider.

If Custom Control Group is selected: You will not be able to manually select the size of the control group using the variation slider since the Custom Control Group is pre-created and overlapping users in the selected Custom Control Group and target segment, won't be receiving the campaign.

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Keep in mind

• In a particular campaign, Custom Control Group and campaign control group cannot be applied together.

• Universal control group can be added irrespective of Custom Control Group or Campaign Control Group is selected.

• In case multiple control groups are applied within same campaign (E.g: Universal Control Group + Custom Control Group or Universal Control Group + Campaign control): In this case, since the users in both the control group are mutually exclusive, the overall control group size will increase and the target audience size will decrease.

Step 5: Test Your Campaign (Recommended)

Iron out all the creases in your Push Notification by testing it with internal team members for maximum impact!

While this is an optional step, we recommend that you test all campaigns that contain images, buttons, deep links, and elements of personalization in the message to ensure that everything's in order. This can be easily done by creating a Test Segment and adding all the stakeholders.

However, you can always choose to skip it by clicking the Skip Test & Proceed button, as highlighted above. Doing so will take you to the final step of campaign creation - Step 6: Preview & Launch.

Now, let's show you how you can test all the message Variations:

Step 5.1.: Select a Variation

By default, Variation A is selected against the field - Variation To Test.

However, if you have created multiple Variations, you can test each by sending them consecutively to a Test Segment. For example, in the visual above, we have chosen to test Variation D of our Push Notification.

Step 5.2.: Select Test Segment

As shown above, all the test segments created while testing a campaign, for any channel (Push, SMS, Web Push, Email, WhatsApp), can be found under the dropdown, Send Test Message To, along with details of all its users.

Step 5.3.: Personalize Test Message

As highlighted above, you can test personalization in two ways:

• Use own data of users included in the test segment to receive a message personalized to your user profile
• Use data of a specific user to receive the exact message that the selected user would receive
  • On selecting this option, you will be prompted to search for a user in your database.
  • We recommend selecting this option if you have personalized the message to a very specific set of custom events or users attributes that are unlikely to be available for an internal team member.

Here's how you can personalize the message to a specific user:

Step 1: Click on the Search User button

• In doing so, you will be prompted to search your user base.

Step 2: Add the User ID, preferably of a power user included within the target audience

• Access List of Users of the campaign's target Segment (as specified at Step 1: Audience) to identify an ideal user

Step 3: Click the Search and Populate Values button

• In doing so, you will be shown a summary of the values against the respective attributes and events included in the message. This is a good way to ensure that all the values are available for the user. If not, then you can enter an alternate User ID to personalize the message.
• Next, click the Save and Return to Test Campaign button to proceed with the selected user.

Step 4: Click the Send Test & Proceed button to test the campaign.

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Please Note

After the Test Message has been sent, you will see that it is in Queue. After some time you will be able to see the delivery status of the test message as Delivered or Failed.

The Delivery details include Device details, Browser Name, and so on.

If the Test Message has Failed to deliver, then you will be able to see the reason for failure.

Creating Test Segment

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Prerequisite for adding internal team members to a test segment

As you are aware, all the data stored in your WebEngage is either gleaned from your integrated apps and website or can be manually uploaded as a CSV file. Thus, it may so happen that details of internal teammates may not be readily available in your dashboard (even if they are account admins).

Hence, we recommend that you request teammates to sign up on your platform so that we can populate their User Profiles with their personal and behavioral data. Doing so will come in handy when:

• Creating Test Segments

• Personalizing the test message to the data of users added to the test segment

• Viewing a User Preview of the message at Step 3: Message

Step 1: Name Your Test Segment
As shown below, the segment's name is prefixed with 'TEST -' and can be customized henceforth. For example, we have named our segment, TEST - Design team.

Step 2: Add Internal Users Through Filters

As shown above, you can segment internal members by manually adding their User ID, Email Address or Phone Number (the chosen filter will depend on the Unique Identifier or the parameter that helps identify users in your WebEngage account, as specified by you).

For example, in the above visual, we have selected User ID as the filter and have toggled between the List of Users (nested under Users) and the campaign creation interface to identify and add the respective User IDs to the test segment, Test - Design Team.

Step 3: Click on the Create Test Segment button.

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Pro Tip

We recommend that you leverage the diverse device preferences of your teammates to test the Push Notification on multiple devices (mobile, tablet), varying screen sizes, app versions and OS (Android, iOS) to ensure that it looks stunning all across!

Editing Test Segment

Step 1: As shown below, click the Edit icon placed next to the field - Send Test Message To to edit the users included within the selected Test Segment.

• In doing so, you will be prompted by a pop-up, pre-populated with details of existing users.

Step 2: As shown above, make all your changes and click the Update Test Segment button to proceed. For example, we have added new members to the segment, TEST - Content team.

Deleting Test Segment

Step 1: As shown below, click the Bin icon placed next to the field - Send Test Message To to delete the selected Test Segment.

• In doing so, you will be prompted to confirm your decision.

Step 2: Click the Delete Segment button on the pop-up.

• In doing so, a notification will pop-up on the bottom right confirming the deletion.

Step 6: Preview & Launch

Once you are satisfied with the test results, it's time to send the Push Notification to your users! But before that, we recommend that you conduct a quick preview of the campaign's message and settings to ensure that it's in line with your end goal.

The last step of campaign creation presents a snapshot of its:

• Target apps and segment (Step 1: Audience)
• Campaign Type, Delivery Time, Frequency Capping, DND Hours and Queueing settings (Step 2: When)
• Message Variations and OS-wise preview (Step 3: Message)
• Conversion Tracking and multivariate test settings (Step 4: Conversion Tracking)

Edit Campaign Before Launch

You can always choose to edit a step by clicking on the Pencil icon, placed next to each step's header. In doing so, you will be directed back to the step, as shown below.

Simply make your edits, save them, toggle back to Step 6: Preview & Launch to continue your review, as shown above.

Saving Campaign as a Draft

If you're unsure or are awaiting approval of the campaign's contents, then you can simply go back to the central hub of Push after saving your settings, as shown below. Doing so will automatically save the campaign as a Draft, allowing you to edit or launch it anytime you like.

Launching Scheduled Campaigns

If you have chosen to schedule/ start the campaign at a later date-time, then on launching it, its status will indicate Upcoming in Push, List of Campaigns, as shown below.

We hope this has enabled you to create various campaigns, track conversion, automate multivariate testing and test your campaign internally before launch. Please feel free to drop in a few lines at [email protected] if you have any related queries or feedback. We're always just an email away!