Create Message

Learn how to create a Web Inbox campaign using the CleverTap dashboard.

Create a New Campaign

To create a new campaign:

  1. From the dashboard, select Campaigns.
  2. Click + Campaign.
  3. From the Messaging Channels list, select Web Inbox
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Create a New Web Inbox Campaign

The Campaign page displays.

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Web Inbox Campaign Setup

Define all the sections and publish the campaign.

Start Campaign

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 to purchase 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, refer to 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 the Target Audience

Campaigns can be configured based on the following types of user interactions:

  • Single action: User performs an action on one of your web pages.
  • Page visit: User visits a particular web page on your website.
  • Page referral: User visits your website via any specific referral URL.
  • Page count: Number of your web pages a user has visited so far in their session.

Deliver Action Based Web Popup Notifications

You can trigger a web popup message based on an action. For example, a web popup with a promo code can be shown to a set of customers who have just completed a purchase. This will help incentivize an existing user. Moreover, such popups make notifications more contextual and result in increased conversion.

Filter Users Based on Past Behavior

You can also target users basis their past behavior. For example, you might want to target customers who have purchased a specific product in the past.

Filter by User Properties

Using the With user properties filter in the Who section, you can segment your campaign only to reach users who meet specific criteria.

For example, you can send unique notifications to your customers based on their type of membership or subscription status.

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Define the Target Audience

The following table explains the various property types:

Property TypeDescriptionExample
User PropertiesCustom user profile properties that you define and send to CleverTap.Customer Type = Platinum
DemographicsDemographics filters include Age and Gender.Age = 25 to 40 years
Gender = Female
GeographyUser's coarse location. Filters include Country, Region, and City. CleverTap's SDK can automatically detect this from the user's IP address.Country = United States
State = California
City = San Francisco
Geography RadiusUser's exact location. You can select a city, and then define the target radius. You can also select multiple cities. You can send this information using CleverTap's SDK. For more information, refer to this document.Locations = San Francisco, USA; Paris, France
ReachabilityReachability filters include Has email address, Has phone number, Unsubscribed email, and Unsubscribed SMS.Unsubscribed email = No

To know more about what segments can be used, refer to Segments.

Control Group

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

Define Control Group

Define Control Group

Targeting Cap

You can limit the number of users receiving the notification.

A relevant use case is a limited offer where you want to distribute a fixed number of coupon codes. If the total reach for your campaign exceeds the number of coupon codes you can distribute, then you can limit the number of users who will receive the message to precisely the number of coupons you want to distribute.

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Campaign Limit

Ensure that you set up a limit of 100 or more, regardless of the qualified user segment size. If the limit specified is less than 100, an error occurs.

Web Inbox Message Types

You can create the following types of messages for your web inbox campaigns::

  • Single Message
  • A/B Test
  • Split Delivery
  • By User Property

Click Go To Editor to create your message.

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Web Inbox Single Message Editor

Single Message

In this campaign, we send the same notification 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 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 user clicks.
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.

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.

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. You can send up to 50 message variants to different users based on a user property. 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.

Web Inbox Templates

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Web Inbox Templates

Marketers get instant access to ready-to-use message templates for creating engaging web inbox campaigns. CleverTap supports three types of templates:

  • Text Only
  • Tex and Icon
  • Text, Icon and Image

Text Only

As the name suggests, the Text Only template primarily allows you to create and send text messages to your website users under the website's notification tray.

You can craft the Title and Description fields as per your creativity to make the messages more engaging and personalized for better conversions.

You also get the option to add a link and buttons for your web inbox message. You can also define the on-click actions for the buttons in the web inbox message for enhanced engagement.

Additionally, you can also assign a category to your message from all the categories you have defined in Settings. For example, if the message to be sent is promotional, you can assign it to the Promotions category. Learn more about assigning the categories in the Setup section.

You can configure the number of days (or hours) to keep the web inbox message on the user's device by setting the time to live.

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Create a Web Inbox Message

Text and Icon

The Text and Icon template is similar to the Text Only template with an additional option of adding an Icon to the message. Adding an icon helps you make your web notification visually appealing.

You can either upload the icon image directly or enter the URL of a hosted icon image.

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Text with Icon Template

Text Icon and Image

This template is similar to the Text and Icon Template. As the name suggests, this template allows you to add an image along with the text and icon in your web inbox message. Adding an image primarily makes your web inbox messages visually appealing and increases the chances of conversions. Overall, it helps you improve engagement rates. The remaining configurations and layout are similar to the other two templates.

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Text with Icon and Image Template

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Choosing the Right TTL

You should choose a TTL that resonates with the purpose of your campaign. Some messages need to stay on the user's device for a longer period (coupon codes which are valid for a month) while some should last for a day or two (weekend discount offers).

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Events via API

For live action campaigns, messages are not delivered to the Web inbox if the qualifying event is sent via API.

Supported Media Types

The supported media types include:

Media Type16:9 Aspect Ratio1:1 Aspect RatioMax Size
Image (jpg, png, gif)YesYes500 KB

Preview

You can click Preview to view the overall appearance of your web inbox message in a new tab.

Define the Campaign Schedule

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Define the Campaign Schedule

You can set up the When to schedule the campaign start and end using the following options:

Live campaigns can be set up on a specific event:

  • In response to a user event.
  • User event/inaction combination (for example, abandoned cart scenario).
  • Based on a date event property value of an event (for example, a reminder for upcoming travel booking).

Delivery preferences

In certain scenarios, you might not want a campaign to run actively on a particular day and time. In such cases, you can set the frequency for that particular campaign.

Finally, you can specify how often users receive the campaign: Bypass global campaign limits by selecting the Exclude from campaign limits option from the dropdown or choosing the appropriate cadence on how often to send your campaign.

You can choose from any of the following:

  • Exclude from campaign limits
  • Once per session
  • Once per day
  • Once per user for the duration of this campaign
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Delivery Preferences

Publish Campaign

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

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