Creating campaigns

This feature allows you to send personalized push or in-app message campaigns. Thanks to data collected by the FollowAnalytics SDKs, you can target users on their particular app usage and engage in a personalized interaction with your prospects and customers through their mobile devices.

 

 

a. Setup

Application :

Select the correct application from the dropdown menu (1). Make sure you have selected the correct application by verifying its Package Name to the side (2). You can also verify if the application status is LIVE.

 

 

Campaign Type :

You can select one of three different campaign types :

  • Push only – notification that displays on a locked screen and/or in the Notification Centre
  • In-App only – messages delivered to users while they are directly active in the app
  • Push + In-App – both of the previous message types (one of each)

 

 

Message Layout :

Offers you a selection of types of messages that can be sent according to the selected Campaign Type. The available layouts change with each Campaign Type. The message layout formats are explained in further detail in part e of this section.

 

Push only

 

 

In-App only

 

Native Alert – the message will look like either a regular iOS or Android notification

Evaluation Booster – drives users to leave positive reviews in the app store

Template – upload files with your own custom look and feel for your message

Custom Web Page – use a URL for your own hosted full screen message

 

 

• Push+In-App – Same 4 choices as In-App with a push message as well

 

 

Save Draft/Next Step :

At any point if you wish to save the draft, click on Save Draft in the bottom left corner (1).

Otherwise, when you have made your selections and are ready to proceed, click the Next Step button (2).

 

 

b. Global Settings

Campaign Name :

Here, you must enter a name for your campaign.

 

 

Campaign Delivery Type :

There are 3 delivery types. Depending on which campaign layout you have picked you will have a different set of choices.

The 3 delivery types are :

  • Scheduled – The message will be sent out in the time period of your choosing
  • Contextual – Each user will only receive the message if/when they have met the condition
  • Transactional – Create push message templates, then your CRM or Information System will
    send the push automatically though FA APIs. For more information see part g of this section.

 

 

The Push only message layout is the only one able to use all 3 campaign delivery types. In-App messages can use either Scheduled or Contextual where Push + In-App can only use Scheduled.

 

Campaign Timing :

If you have selected Scheduled, you will need to select a start date for the campaign (1) which will be either “start immediately” or “set a scheduled start date”.

If you wish to set a scheduled start date, you will need to choose the date and time by clicking on the calendar (2).

You can also choose whether or not to adapt the time to the user’s timezone by toggling the switch (3).

 

 

c. Audience Selection

The more you personalize your interaction with your users, the better your campaign will perform. Add filters to target specific users and create messages according to their app usage. To filter, select Subset as your Reach (1).

Select your filter criteria (2) based on App Environment (language, device etc), Activity (usage time, frequency etc), Events (based on your tagging plan), Campaigns (based on previously run campaigns), Crashes (based on app crashes), Errors ( based on the errors you have set), Location (based on physical location), Segments (based on the segments you have set).

 

 

You can add as many filters as you want as long as the Estimated Addressable Audience is not 0% (see bottom left (3)). This is the percentage of audience that can be reached by the filters you have set.

Filters can be combined by using operators AND or OR (4). Several groups can be targeted by adding new filter groups (5).

For more information on Interesting Filters & Frequent Use Cases, please find the document on our Knowledge Base.
A filter can be deleted by clicking on the trash can icon (6).

 

 

d. Mobile Moment Definition (Contextual Campaigns Only)

Triggers :

In Contextual Campaigns, you must define under what conditions you would like the messages to be triggered. You can do so by selecting the relevant criteria. You can add multiple events to trigger the same message, they will all be separated with “OR”.

There are 3 types of Events :

  • Session Events – Send a message after the app has been launched for the nth time
    – Use Cases: to give welcome messages, to give tips about features
  • Tagged Events – Trigger messages according to your tagging plan
    – Use Cases: to help users finish a funnel (ie abandoned cart)
  • Geofencing Events – When a user enters or leaves an area
    – Use Cases: to send a special offer when someone enters your shop

 

 

If you haven’t already added a Geofencing event with an OR operator, you can add one with an AND operator. This will only trigger the campaign if the user is also within a certain location.

 

Moment Timing :

You can either choose to trigger the campaign as soon as the moment has occurred, or, you can have it triggered some days after the moment. You can even add an “unless”, so the campaign can be cancelled in the event of something else happening.

 

 

Moments Reached in the last 7 Days :

As you combine the filters, you can see the number of users that would have been affected over the last 7 days at the bottom of the page.

 

 

e. Compose the Message

 

Push Message :

Compose :

In the Content section, create your push message. There’s a character counter in the bottom right corner of the text field and on the left, you can see a real time preview of your message (1).

You can add a second variant of your message which will enable A/B Testing by click on the Add Variant button in the top right corner (2).

The A/B testing will enable the most effective version of your message reach the desired target audience.

 

 

Advanced Options :

Deep-linking Options help drive users to a specific screen right after opening the push and/or to send custom data from your app, like a redeem code. This function must be planned in the source code during the FollowAnalytics SDK integration stage.

Message Option – Push Expire is useful if a user was offline and your message is time sensitive. If the push is not delivered before the expiration date, the device won’t display it at all. It is also useful to automatically erase the message from the notification center of users who have received the message but haven’t deleted it.

Message Option – Sound is by default pre-formatted. If the device is in vibrate mode, the phone will only vibrate.

Message Option – Force Push in Foreground. By default, when a user is currently using the app, the push messages don’t appear. You can force display your message even if they’re using the app when they receive the notification.

Interactive Notifications here indicate the Category to display action buttons on your push notification. For iOS only, available since iOS 8, on previous versions of the iOS, the notification won’t display buttons and will launch the app. You can add deep-linking parameters in your campaign to lead to a specific screen while opening the push.

 

 

In-Device Preview :
You can run a test on a real device. More information on the setup in part f of this section.

 

Native In-App Message :

This type of message will appear on the users’ phone in the typical style of their OS (whether that be Android or iOS).

(1) Personalize your in-app message and preview it in real time on left.

(2) Add buttons that do custom actions such as lead to specific page in the app or open up a
particular website (website needs to be optimised for smartphones and tablets).

You can add as many buttons as you want, but it is inadvisable to total more than 3 buttons (including the close button).

Note – the close button is mandatory and cannot be removed.

 

 

Evaluation In-App Message :

Ask your most loyal users to review your app on the App Store or Google Play. Target loyal users by using filters for “Usage Frequency”, “Average session duration” or “Cumulated usage”. It is advisable to schedule this campaign over several weeks with in-app messages only and no push.

(1) Global Opinion Request is the first message the users will read. A punchy message will encourage them to respond rather than close the app.

(2) On Negative Answer will be the message displayed to users who don’t like the app. No further action is expected from the user but you can invite them to get in touch with you through other channels

(3) On Positive Answer will be displayed to users who like the app. You should encourage them to leave positive reviews in the App Store or Google Play.

On the left you will be able to see a live preview of the message you are editing.

 

Note : It is also possible to do an Evaluation Booster as a contextual campaign which means you can set it to be triggered on the user’s 3rd, 4th or nth visit to the app.

 

Template Upload In-App Message :

Upload a zip file with your own custom in-app message. You can give your message the exact look and feel you want.

(1) Either drag & drop the zip file into the upload space or click on the “or, Browse files” button to browse to the file.

A preview is available on the left.

 

 

Custom Web Page In-App Message :

Use a URL for your own hosted full screen in-app message.

(1) Fill in the title
(2) Add the URL to display (the webpage needs to be optimized for smartphones/tablets)

FA SDK can handle the webpage display automatically in full screen as soon as the user launches the app, the webpage will have a close button in the top right corner.

A preview is available on the left.

 

 

f. In-device preview

Before seeing the In-Device preview, you’ll need to register one or several test devices. To do so:

(1) Click on “+ Add Device”
(2) Enter the Device Name and Device ID
(3) If you don’t know your Device ID, you can retrieve it by clicking on “+ Retrieve Device ID”. This will prompt you to enter your email address and an email will be sent to you with a link from which you can find your Device ID.
(4) Note that in Android, the link cannot be opened in Chrome.

 

 

 

Once the device has been added, simply check the box on the device or devices that you would like to test your message on.

 

g. Transactional Campaigns

Transactional Campaigns are only available for push messages.

Warning : Transactional campaigns can only be used with apps that require a user login. The User ID is the matching key between your information system and the FA database. It is therefore important to make sure that the User ID is correctly logged with the FA SDK, otherwise you won’t be able to send these transactional push messages.

Setting up a transactional campaign is similar to a classic campaign.

(1) You must first compose your message but will need to set some parameters

(2) To display variables (like the user’s name), fill in the Variable Key field and specify its size (number of characters). The variable will appear in the content field in orange highlight. You can add as many variables as required.

(3) Use API Variables to open a specific screen in the app and display the user’s data there. For example, if you want to lead your user to a specific contract page, you can use “ContractNumber” as a Key. API Variables can be combined with Deep-Linking Parameters.

 

 

 

Transactional Campaigns are never sent immediately. Once you have completed 3 the setup, you will need to launch the
campaign, outlined on the next page.

 

Launch a Transactional Campaign :

When you create the Transactional Campaign, you in fact create a push message template that is saved on the FA interface. The campaign can be launched by one of two methods :

1. Launch automatically

Your Information System can automatically launch the campaign by calling the FollowAnalytics APIs. More information can be found in the API overview document in the Platform APIs section of the dev website.

You will need your campaign’s API identifier to use the FA API. You can get this by going to the contextual menu in the campaigns list (1).

 

 

2. Launch manually with a CSV file

To launch the Transactional Campaign manually :

(1) Select Launch via CSV from the contextual menu in the campaigns list. A popup window will appear, outlining what is required.
(2) Download the CSV template of the transactional campaign you have set up
(3) Download your App User IDs (Users Analytics -> Logged in Users -> Export, see Section 5b)
(4) Modify the campaign CSV according to the App User ID list and data from your information system.
(5) Click on the “Upload CSV” button and follow the instructions.

 

 

Note :

  • If you set an expiration date in your campaign, the date should be UNIX EPOCH format (see http://www.epochconverter.com for more information)
  • Be sure to use the original template header (API is case sensitive)