Overview

The Messages step is where you build the content pool for each engagement step of your Lifecycle Agent. The agent picks from this pool at runtime, choosing which message to send to each user.

The following image shows the Messages step for an agent with three steps (Welcome, Educate, Offer) and two messages configured in the Welcome step.

Every step you defined in the Engagement Strategy step appears here as a step card showing the step name and current message count. Select a card to view or manage its messages.

Each message is mapped to a specific step of a specific agent and is not reusable elsewhere, though you can reference an existing CleverTap template as a starting point. Add as many messages per step as required; a larger content pool gives the agent more variants to test and optimize.

Add a Message

Perform the following steps to add a message to a step.

1. Select the step to which you want to add the message. The message list for the selected step displays below.
2. Click Add Message.
3. Enter a name for the message in the Message Name field.
4. Select a channel from the following supported options:
   • Push Notifications
   • Email
   • SMS
   • WhatsApp
   • Web Push
   • Inbox
5. Select an existing CleverTap template to base the message on, and adjust it as needed.
6. Click Save.

Manage Messages

Hover over a message row in the list to reveal the row actions: edit, clone, and delete. To act on multiple messages at once, use the row checkboxes and the selection bar that appears above the list.

Edit

Select the edit action to open the message and edit the content.

Clone

Select the clone action to create a copy of the message in the same step. Rename the copy and adjust any fields as needed.

Delete

Perform the following steps to delete one or more messages from a step:

1. Select the step card that contains the messages you want to delete.
2. Select the checkbox next to each message you want to delete. To delete every message in the step, select the checkbox in the table header. A selection bar displays the number of selected messages along with the delete icon, Deselect all, and Clear selection actions.
3. Click the delete icon in the selection bar.
4. Confirm the deletion in the prompt.

Find a Message

Use the search field to filter the list by message name, or select the filter icon to filter by channel. Select any column header with a sort indicator to sort the list.