Creating Transactional Web Push Campaigns

Step-by-step guide on setting up transactional campaigns in your dashboard

Web Push Notifications are bite-sized messages that can be delivered to subscribers on their desktop, mobile, tablet and enjoy a healthy CTR between 10% - 25%. Thus, irrespective of your business vertical, Web Push proves to be a highly reliable channel for conveying contextual updates.

This is why we bring to you - Transactional Campaigns, your one-stop solution to communicating critical messages instantly!

Simply launch your campaign and set up the Transactional Campaign API for the Campaign ID - we'll personalize the message and send it as soon as the API is triggered. You can sit back and watch the retention metrics go up :)

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Must Read

Before you begin creating your campaign, we recommend that you get yourself acquainted with how Transactional Campaigns work in WebEngage. Doing so will help you better understand the steps of campaign creation.

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

Let's get you started!

How to Access

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As shown above, click the Plus icon placed on the top left in the central hub of Web Push.

  • In doing so, you will be prompted by a pop-up, allowing you to select the type of campaign you'd like to create.
  • Select Transactional to begin.

Step 1: Configure Basic Info

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

  • You can click the Edit icon to alter the selected campaign type (in case you change your mind!)
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Step 2: Create the Message

Now, let's walk you through the most exciting part of campaign creation - building the message!

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As highlighted above, the message creation interface comes loaded with intuitive features like Variations, Layouts, Personalized Preview & advanced settings that enable you to create impactful Transactional Push Notifications in minutes.

Select a Layout

The first step is to select a Layout for building your message. You can always change the selected template by clicking the Edit icon and rebuild the message from scratch.

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Related Read

Image & Text Guidelines for all Web Push Layouts available in your dashboard

Personalize Message

Transactional Campaigns can be personalized only through the personalization tokens that have been created in your backend. This is applicable to all aspects of the message like text, images and links.

Thus, each time the Transactional Campaign API is triggered for a user, your tech team will need to ensure that values of all the personalization tokens are passed along to your dashboard. This way we'll know which token needs to be replaced with which value, facilitating one-on-one personalization at scale.

Here's how you can go about it:

1. Personalizing Text

Simply add your personalization tokens in the fields, Title and Message in the format, {{token.your_personalization_token}} to personalize the text for each user.

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2. Personalizing Images

While most marketers prefer to use generic images for Transactional Web Push Notifications, you can always personalize the banner image to the scenario that has occurred in your user's lifecycle. This can be achieved in any of the following ways:

Method 1: Track Image URL as a personalization token each time the scenario occurs for a user

Let's demonstrate a use-case to show you how it works.

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Hotel Website: Personalizing Ratings Background to Hotel Booked by a User

Let's take the example of a Hotel website that facilitates online hotel bookings. To build trust in their brand, marketers decided to collect feedback from users as soon as their stay ended.

Hence, they set up a Transactional Web Push Campaign triggered for a user as soon as their booking duration ended. It included the following details:

Name of the hotel
User's first name

Prerequisite: Marketers of the app teamed up with the developers to create and track values of the following personalization tokens:

Name of the hotel: hotel_name
User's first name: first_name

Here's how they created the message:

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As you can see above, we have personalized the message by adding:

  • {{token.first_name}} to the Title.
  • {{token.hotel_name}} to the Message.

Hence, each time a user books a hotel through the app, they will be nudged to rate their experience through a similar Web Push Notification.

Method 2: Build the Image URL by adding a personalization token as the path

This method relies on creating a personalization token in your backend that captures the same value as the file name of the image hosted on your server/cloud.

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Quick Read

Revisit the basics of a URL structure to understand how the value gleaned against a personalization token can help you replicate the actual image URL in your dashboard.

Let's take the example of the Hotel Website discussed above to demonstrate how this method works.

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Let's assume that the Hotel Website hosts images related to all its listings on their domain:
www.example.com/images
in the format: .png

So, to personalize the image for each user, they will need to ensure that the value gleaned for the personalization token - hotel_id is identical to the name of the file hosted on the above link.

Assume that the value gleaned for Maple Hotel, NYC against hotel_id is "12-maple-nyc"

This means that the actual image link should be:
www.example.com/images/12-maple-nyc.png

Hence, all you need to do is - replicate the above link structure in your dashboard. Here's how you can go about it:

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Similarly, you too can personalize the banner image of your Transactional Web Push Notification for each user :)

3. Personalizing Links

You can easily personalize Button links in any of the following ways:

Method 1: Track Web Link as a Personalization Token each time the scenario occurs for a user

Let's go over a use-case to show you how it works.

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Food Ordering Website: Personalizing Tracking Link to Each Order Placed by a User

Let's take the example of a food ordering website. Once a user places an order, they are updated about the delivery status through a series of Transactional Web Push Notifications like:

Order received by the restaurant.

  • Restaurant's preparing your meal.
  • Delivery person's on their way to pick up your meal.
  • Delivery person's on their way to you!
  • Knock Knock! Your food has arrived.

However, marketers soon learned that sending multiple notifications in quick succession did not always create the best experiences.

Thus, they collaborated with the tech team to build personalized tracking links for each order. This solved for 2 use-cases:

  • Allowing users to track orders from multiple restaurants simultaneously.

  • Clubbing all delivery updates into just one Web Push Notification that contains the personalized tracking link.

Prerequisite: Each time an order is placed, a unique web link is generated, that facilitates live tracking. The link is also tracked as the value for the personalization token, del_track_link.

Here's how they personalized the Transactional Web Push Notification's CTA:

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As you can see above, simply add the personalization token, del_track_link as {{token.del_track_link}} to the field, On-click Action for the entire notification or the button.

Thus, each time a user received this notification and clicks on it, they will be directed to the unique web page that allows them to track the status of their food order in real-time.

Method 2: Build the Screen Link by adding a Personalization Token as the Path

This method relies on creating a personalization token in your backend that captures the same value as the screen's name. The idea is to replicate the actual deep link in your dashboard by adding the personalization token as the path.

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Quick Read

Revisit the basics of a URL structure to understand how the value gleaned against a personalization token can help you replicate the actual app screen link in your dashboard.

Let's take the example of the Food Ordering Website discussed above to demonstrate how this method works.

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Let's assume that each time users place an order, a Unique Tracking Link and Order ID is generated.

The Order ID is tracked as the personalization token, 'order_id' which also doubles up as the deep link's path.

This means that developers can simply use the Order ID to create the unique tracking link for each order!

So, if the Order ID were 345xyz, then the deep link would look something like this:

myapp://live-tracking/345xyz, and so on.

Hence, all you need to do is - replicate the above link structure in your dashboard. Here's how you can go about it:

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As shown above:

Step 1: Add the parent link - www.livetracking/ to the field, On-click Action.

Step 2: Add the personalization token, order_id as {{token.order_id}} to the link.

Thus, www.livetracking/{{token.order_id}} will be personalized to the deep-link,
www.livetracking/23dgh for a user who's food Order ID is 23dgh.

Similarly, you too can personalize the CTA of your Transactional Web Push Notification and deliver highly contextual experiences at scale.

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Continue Building the Message

Now that you have a robust understanding of how you can personalize transactional notifications, please navigate to these sections to continue building the message:

Configure Basic (Message, Icon, Badge)

Configure Buttons

Advanced Options

Preview Notification

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As shown above, you can preview the notification's appearance through the left half of the campaign creation interface. You can toggle between multiple Browser-OS combinations to view the message as it is (raw preview) or as per a specific user's data (user preview).

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Notification's appearance can be visualized for the following browser & OS combinations:

  • Chrome Windows 10

  • Chrome Windows (OS v9 & below)

  • Chrome Mac

  • Chrome Android

  • Firefox Windows

  • Firefox Mac

Raw Preview

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

Personalized Preview

As shown below, it allows you to visualize the message for an ideal user by replacing the personalization tokens with placeholder values. This is a great way to gauge the notification's actual appearance and optimize the text's length.

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Here's how you can go about it:

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

  • In doing so, you will be prompted to add values against all the personalization tokens added to the Title & Message.

Step 2: Add a sample of the actual value that may be tracked against each personalization token for an ideal user.

Step 3: Click See Preview to visualize the notification for various Browser-OS combinations.

However, we highly recommend that you test the notification with internal team members before launch to ensure it looks stunning across various OS, browsers and devices!

Create Variations

Variations are just different versions of the campaign's message that facilitate 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.

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Pro Tip: Why You Must Always Test Multiple Variations of a Transactional Campaign

Most marketers, like you and me, would agree that A/B testing marketing campaigns is the best way to determine the exact message that resonates with the target audience. This inherently leads to higher platform engagement, conversions, and revenue.

But can A/B testing the way you 'confirm a purchase' or 'convey a delivery update' help you drive your business goals?

YES!

Why? Because most users expect to receive a transactional message each time they interact with your app/website/store or when certain scenarios occur in their lifecycle.

This makes transactional campaigns the perfect opportunity to:

  • build trust in your brand

  • Reinforce the value proposition of your brand in their lives

  • Motivate users to continue their association with you, aka. drive retention

Thus, we highly recommend that you create multiple Variations of your transactional campaign to test and identify a winning version that helps you achieve your business goals.

As shown below, 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
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  • 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 automate Variation testing)

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

Step 3: Set up Conversion Tracking & Variation Testing

The third step of campaign creation allows you to measure the effectiveness of your transactional 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 the most effective copy/layout

Hence, it has been divided into two sections: Conversion Tracking and Variation Distribution.

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Conversion Tracking

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How to Set Up Conversion Tracking & Control Group

Hey there,

Please refer to this Step-by-step guide on setting up Conversion Tracking for your campaign. Since the setting works in the same manner for Transactional Campaigns, as it does for other the campaign types, the guide will get you going in no time at all!

Variation Testing

If you have created multiple Variations at Step 2: Message, then you can easily automate testing by configuring Send Winning Variation Automatically.

Doing so will allow you to test all the Variations (and Control Group if enabled) with a small test audience. We'll automatically identify a winner and send it to all the subsequent users for whom the Transactional Campaign is triggered.

Here's how you can set it up:

Step 1: Specify Size of the Test Audience

All Transactional Campaigns are triggered for a user on the occurrence of a specific scenario in their lifecycle. Thus, the most scientific method to test its Variations is by ensuring that a significant number of messages are delivered before we draw a comparison.

This is why, the test audience can be defined in terms of the number of messages that must be delivered to your users.

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For example, in the above visual, we have specified a test audience of 1000 messages. This means that all the Variations will be equally divided amongst the specified number and testing will continue until a total of 1000 messages have been successfully delivered.

Step 2: Select Win Criteria

The Win Criteria is a performance indicator, (Clicks or Conversions), that helps us determine a winning Variation.

For example, in the above visual we have selected Clicks as the Win Criteria.

  • This means that once 1000 messages have been successfully delivered to the users, we will determine a winner based on the number of clicks tracked for each Variation.

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Prefer Manual Variation Testing?

Follow this guide to test the Variations and Control Group (if enabled) manually.

Step 4: Test Your Campaign (Recommended)

Iron out all the creases in your notification by testing it with internal team members for maximum impact! While this is an optional step, we recommend that you test your Transactional Campaign to ensure that everything's in order. Here's how you can go about it:

Step 4.1: Select Variation

As shown below, by default, Variation A is selected against the field - Variation To Test. However, if you have created multiple Variations then you can test each one by sending them consecutively to a Test Segment. For example, we have chosen to test Variation B.

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Step 4.2: Select Test Segment

All the test segments created while testing a campaign for any channel (Push, SMS, Web Push, Email), can be found under the dropdown, Send Test Message To.

  • As shown above, click the dropdown to select a relevant test segment for the Transactional Web Push Notification and preview user details before proceeding.

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Haven't created a test segment yet?

Step-by-step guide on creating a test segment

Related Guides: Editing / Deleting a test segment

Step 4.3: Enter Token Values

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As shown above, you will find a list of all the personalization tokens added at Step 2: Message against the field, Token Values.

  • Add a sample of the actual value that may be tracked against each personalization token for an ideal user. This is the most recommended way to gauge a transactional notification's* appearance as an actual user.
  • Next, launch the test campaign by clicking the Send Test & Proceed button.

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Please Note

After the Test Message has been sent, you will be able to see whether it has been Delivered, Queued, 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.

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Pro Tip

If users included within the test segment don't receive the test campaign within a maximum duration of 10 minutes, then we suggest that you look into the following aspects to debug:

  • Have they opted-in to receive Web Push Notifications from you?

  • Are they testing on a private browsing window? (Web Push is not supported by browsers when using Private mode)

  • Did you use the correct personalization tokens (as created by your tech team)?

Please feel free to drop in a few lines at [email protected] in case you need assistance. We're just an email away!

Step 5: Preview & Launch

Once you are satisfied with the test results, it's time to launch the Transactional Web Push Campaign! But before that, we recommend that you conduct a quick preview of its settings.

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As shown above, the last step of the campaign creation interface presents a snapshot of its:

Edit Campaign Before Launch: You can always choose to edit a step by clicking the Edit icon, placed next to each header. In doing so, you will be directed back to the selected step.

What Happens After the Campaign is Launched?

  • Once the transactional campaign is launched, no messages will be sent to your users until the Transactional Messaging API is called through your backend.
  • Each time the trigger event occurs in your backend, a POST call must be made through the API, sending details of the user for whom the event has occurred (User ID), along with the values gleaned for the personalization tokens added to the message.
  • The campaign's message will be personalized with the exact values gleaned for each user through the Transactional Messaging API
  • WebEngage will then sent the notification to FCM and APNS for Android and iOS users, respectively.

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Detailed Read

How Transactional Campaigns work in your dashboard

1. Analyzing Campaign's Performance

You can analyze each campaign's real-time impact on user engagement, conversions, and revenue by accessing its Overview section through the List of Campaigns of Web Push, as shown below.

2. Pausing the Campaign

You can always choose to Pause a Running) transactional campaign through its Overview section, as shown below.

3. Scheduling Campaign Reports

Once you have launched a campaign, you can easily monitor its performance through scheduled reports, delivered straight to your (& your teammate's) inbox! This can be configured through the campaign's analysis section. Here's how you can go about it.

Further, you can also schedule channel-wise reports to monitor the overall performance of Web Push through the Settings section of your account. Here's how you can go about it.

We hope this has equipped you with a robust understanding of how you can automate transactional Web Push messages for all your users. Please feel free to drop in a few lines at [email protected] in case you have any queries or feedback. We're always just an email away!


So, what's next?

Now let's show you how you can analyze the impact of your Web Push Notification!