Create Message

Learn how to create an In-App campaign using the CleverTap dashboard.

Create a New Campaign

Create a campaign to deliver your message.
To create a new campaign:

  1. From the dashboard, select Campaigns.
  2. Click + Campaign.
  3. From the Messaging Channels list, select the messaging channel.
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Select Messaging Channel

The Campaign page displays.

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Create Campaign

Define all the sections and publish the campaign.

Start Campaign Setup

The Start here section displays the setup information.

This section has the following parts:

  • Set a goal: You can track your campaign conversion by setting up a goal. Setting a goal allows you to measure your campaign effectively against what you want to achieve in the campaign. This selection is optional.

The campaign goal can be as generic or as specific as you want. It can answer questions from How many users were influenced for purchasing an X amount? to How many first-time visitors purchased red shoes worth a minimum of X amount and blue jackets worth a minimum of Y amount? ".

Define the conversion period by selecting the Conversion Time. You can define your conversion goal further by filtering an event by event properties. For more information on event properties, see Events.

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Set a Goal

Define the Audience

You must indicate the target audience for your campaign. You can specify your target audience from the Target segment section. Here, you can create a new segment or use a previously saved user segment from the segment list.

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Define Target Segment - Who

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Source Event Property

The CleverTap source event property is not supported for web pop-up and mobile in-app campaigns.

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Warning

When multiple In-App campaigns are created for a single event scheduled to run simultaneously, CleverTap delivers the first campaign that was created.

Deliver Action Based Messages

You can trigger a message based on an action. Users receive messages when they perform an action in the app instead of waiting for the next app launch. It makes the messages more contextual and increases conversion.

Ad-hoc Segment

You can create an ad-hoc segment by specifying the live (ongoing) user behavior that will trigger the in-app message in real-time (e.g. App Launched). You can also segment your campaign to only reach users who meet specific criteria on the basis of past behavior and user properties. For example, you can trigger the in-app for only English-speaking female users who live in the United States.

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Filter by User Properties

Saved Segment

You can also select a pre-defined Live user segment if you have already created one in the Segments dashboard and use it directly or further enrich it with additional filters in the campaign. Refer to Live Segments to learn more.

Control Group

You can define the control group to compare and measure the results of your campaign. For more information, refer to Control Groups.

Control Group

Control Group

Define the Message Content

Now, you need to set up the What section to define the campaign content, with four different options:

  • Single Message
  • AB Test
  • Split Delivery
  • By User Property
  • Legacy

Click Go To Editor to create your message.

In-App Editor

Select the templates and create the In-App message. For more information, refer to In-App Editor.

Preview & Test

Once you are all done setting up the content of your campaign in the What section, you have the option to send a test notification to any CleverTap user profile you have marked as a Test profile
Click the Preview & Test button from the message editor to test a message.

Message Types

You can create the following types of messages:

  • Single Message
  • AB Test
  • Split Delivery
  • By User Property

Single Message

In this campaign, we send the same message to all users who qualify as your target audience. This message type is best for broadcast messages and for applications that do not vary campaign communication based on differences between properties such as language, geography, or any other user properties.

A/B Testing

A/B testing helps you understand what type of message copy works best to get clicks from users.

You can test up to three message variants on a test group, and the variant that gets the most clicks is declared the winning variant and is automatically sent to the rest of your target audience.

When creating multiple variants for a campaign, you can also auto-copy what is already present in a current variant.

Split Delivery

With split delivery, you can decide what percentage of your audience receives each message variant for the campaign duration. You can test up to three message variants.

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Split Delivery Variant Distribution

Split Delivery to Live User Segments

With campaigns sent to live user segments (triggered campaigns), messages are delivered immediately when a user's activity matches the criteria you have selected. For example, you can send a message when the user has completed a booking or purchase. Since it is not possible to determine the reach of triggered campaigns upfront, you need to decide how many total messages to send for A/B testing before a winner is declared.

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Triggered Campaign Example

If you select 500 users as your test audience, we will alternate delivery of Variant A and Variant B as users qualify for the campaign. After a total of messages are sent (Variant A – 250 and Variant B – 250), we then decide the winner based on the number of clicks and continue only with this winning message for the duration of the campaign.

Deciding on a test audience for A/B testing triggered campaigns requires some estimation. We recommend you check the total messages that were sent for similar triggered campaigns in the past to get a sense of how many users may qualify. If you select a test audience that is too small such as 25 users, you will get a statistically insignificant sample. If your test group size exceeds the total number of users who ultimately qualify for that campaign, then no winner will be declared, and each message variant will be alternatively delivered for the duration of the campaign.

By User Property

If you would like to send different message variants to your target audience based on the user properties they possess, this campaign type is your best bet. A good example would be when you want to send a localized update to people based on their preferred language.

Similar to creating A/B test variants, click + Variant to add multiple variants based on a user property value. You can send up to 50 message variants to different users based on a user property. In the example below, we have used the Customer Type user property so users with different customer type property values will receive corresponding copies of the campaign based on their different levels (Silver, Gold, or Platinum).

Legacy

Allows you to create and send a single campaign to users on both old and new versions of the application.

Legacy message type is for customers whose entire audience has not updated their app to support the native in-app capability.

Post releasing the app update, there will be users on both old and new app versions. In this case, to send a campaign to both your user base, follow the below steps.

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Note

You will not be able to use the A/B test and message on user property with this option.

Based on your SDK version, use one of the following steps to create in-app campaigns:

New Version (SDK 3.3.0 and Above)

To create In-App campaigns with the new version of the SDK:

  1. Go to Message Type > Legacy and click Go to Editor.
  2. Select New In-app.
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Templates for New SDK (3.3.0 and Above)

  1. Create your message and click Save Draft.

Legacy Version (SDK 3.2.0 and Below)

To create In-App campaigns with the older version of SDK:

  1. Go to Message Type > Legacy and click Go to Editor.
  2. Select Legacy In-app.
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Templates for Legacy SDK (3.2.0 and Below)

  1. Create your message and click Save Draft.

Define the Campaign Schedule

Each In-App campaign needs to be scheduled to run actively for a specific timeline. To define the schedule for your campaign, you need to specify the Start date and time and End date and time. You also have the option to start a campaign immediately by selecting Now. Once you define the schedule and click on Done, the campaign will be triggered and terminated as per the defined timings.

Schedule a Campaign

Set Message Schedule

Delivery preferences

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Private Beta

Note that the following features as part of the Delivery Preferences are currently released under Private beta.

  • In-App Priority
  • Exclude from Global Campaign limits
  • Campaign frequency limits and display rules

If you want access to these features, contact your Account Manager.

Set In-App Priority

Set In-App Priority

In-App Priority

The In-App Priority dropdown allows you to set the priority levels from 1 (lowest) to 10 (highest), with 1 being the default priority. Configuring the In-App priority allows you to prevent priority conflicts, particularly for campaigns configured on the same triggers.

Example:
Consider a scenario where the two In-App campaigns are triggered on the App Launched event - campaign A with priority 8 and campaign B with priority 10. Both campaigns qualify as per the defined trigger, however, end users will receive campaign B as the priority level is higher.

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In-App Campaign with Same Priority

In cases where two campaigns have the same event trigger and In-App priority, the campaign created initially takes the precedence and is displayed to end users.

Set Frequency

You can define the preferred days in a week and the time frame to deliver your campaign. Select Set frequency and mark the days on which you want to deliver the campaign.

Set Delivery Frequency

Set Delivery Frequency

If you want to deliver the campaign in the same time frame for the selected days in a week, click the Apply to all option available adjacent to the configured time of the first selected day, as shown in the above image.

Exclude from Global Campaign Limits

Global campaign limits are limits you can apply to determine how many In-App messages each app user receives per day in each session. You can ensure the successful delivery of your campaign even if it surpasses the global limits set for your environment. You can do so by selecting Exclude from Global campaign limits, marking your campaign as an exception to the global campaign limits.

If you do not select this checkbox, the global limits defined will be applicable along with the specific campaign-level limits.

Exclude from Global Campaign Limits

Exclude from Global Campaign Limits

Campaign frequency limits and display rules

This feature offers the additional flexibility of specifying the frequency at which the campaign is delivered based on a defined trigger count.

Consider a scenario where you want to configure a campaign to deliver it twice per session and three times per week to qualified end users. Additionally, you want to ensure that the campaign is displayed a maximum of 10 times throughout its duration.

This can be accomplished by selecting the Campaign frequency limits and display rules checkbox as shown below:

Campaign frequency limits

Campaign frequency limits

Now, if the gaming app wants to send a rewarding In-App message to its user after completing every three levels, this can be achieved by configuring the Display when trigger occurs condition as shown in the image below. Configuring the Display rule allows you to define the Trigger conditions in which the campaign needs to be displayed to a qualified end user.

Display Trigger.

Display Trigger.

Alternatively, you can display the campaign exactly when the user completes three levels. Based on your business use case, you can select the every or exactly display conditions.

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SDK Prerequisites

  • The Campaign frequency limits and display rules functionality is supported on Android and iOS SDK versions 6.0.0 and newer, as well as on Unity SDK version 3.0.0 and newer. For SDK versions below 6.0.0, "once per session", "once per day", "once per user for the duration of the campaign" continue to work as expected. However, if you choose one of the newly added advanced configurations the Frequency limit will be set to once per session and the message is displayed every time the trigger event occurs.

Publish Campaign

After testing and once you are satisfied with the appearance of your campaign, finalize your campaign with the following steps:

  1. Click Continue to view your campaign summary. The overview page displays.
  2. View your campaign summary, and then click Publish Campaign.
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Publish Campaign