Guides

Edit Campaigns

In this area you will learn how to edit an existing campaign.

From the list of active campaigns, click in the campaign you wish to edit:

Campaigns edit campaign record 88dde09c2b

In the campaign wizard, under the tab Setup, you can always change the name of a campaign:

Campaigns edit name c84c5e5dbb

Please note that you will no longer be able to change the campaign type.

You can however change the duration of the campaign if you wish to.

If you've selected Simple Push Campaign, this type of campaign will required that you always provide a start and end date:

Campaigns create simple push duration 5426cb68a1

If you've selected Location Based Campaign, optionally you can provide a start and end date:

Campaigns create simple push duration 5426cb68a1

You can also provide a time range which your triggers will be active during the length of the campaign:

Campaigns create time range 077e0866e5

And finally you can also specify if your triggers should be skipped on certain days of the week during the length of the campaign:

Campaigns create skip days f2ea1f827b

You can now proceed to design you campaign. Select the Canvas tab:

Campaigns edit canvas tab d23351671d

In this tab, depending on the type of campaign you've selected you can design you interactions.

Simple Push Campaign

For this type of campaign, you'll need to scheduled messages within the duration of the campaign. Go ahead and click the plus sign in the timeline:

Campaigns edit simple push timeline 709afd12a5

This will open a window just like this one:

Campaigns simple push modal create message f7760449c5

In this window you should pick the date you want to send the message:

Campaigns simple push date b4cfd5b83e

And a short text for that message. You will be able to edit this later and compose a message with anything you want:

Campaigns simple push message a6dd816583

Go ahead and click in the Create button:

Campaigns simple push modal create button 7f5e89496a

This will create an entry in the timeline just like this one:

Campaigns simple push timeline entry 20801ad0b5

You can proceed to fill the timeline of your campaign. It is also possible to change the messages you add to this timeline. Simply click in any of the timeline entries and you will taken to the message composer. There you can select a more refined audience, set segmentation rules or edit the content of the message pretty much the same way as you would in any message sent from Notificare. To learn more about composing a message please read the guides located here.

Location Based Campaign

This type of campaign will allow you to quickly create geo-triggered messages in all the regions you want in a few steps. In the Canvas tab click in the Add one or more triggers button:

Campaigns location based add triggers button 585ebbcdb0

This will open the campaign wizard just like this one:

Campaigns location based wizard b2adfa5100

In the tab Locations we will first select what regions and/or beacons you want to use for this campaign:

Campaigns location based wizard selection e71bfae31e

To quickly select regions, select a country:

Campaigns location based wizard region selection country e3daab8e9e

If you've tagged your regions you can filter this selection with tags, allowing you to only select regions with a certain tag for a certain country:

Campaigns location based search region tags e54b77bffe

Selecting a tag will give you only the regions for a certain country and with a certain tag:

Campaigns location based results for country tag d71c2ce8cd

If the for that same selection you also have beacons, in the tab Beacons you will also be able to select beacons for your campaign:

Campaigns location based wizard beacons selection 2d9d2be64a

To actually select regions or beacons for your campaign, you will need to check the boxes in each record:

Campaigns location based wizard select region d4e9713cb2

Or select the box in the top of that list, to select all the items in the results:

Campaigns location based wizard select all 690640dce0

As you select your regions and beacons they will be added to selection tabs, just like this:

Campaigns location based wizard selection tabs 18b30b5b90

In those tabs you can select delete regions or beacons from your selection if you want:

Campaigns location based wizard selected regions c60c864298

Once you are done with selecting the regions and/or beacons for your campaign, you can proceed to actually configure the trigger by clicking the Trigger tab:

Campaigns location based wizard trigger tab ca32fab71f

In this tab, you will first provide information when and how often this trigger will be executed. Click the Frequency tab:

Campaigns location based wizard frequency tab 074b3f30b6

Frequency

Let's start by providing the Frequency option. If you want it to be triggered only one time, select the option Only once when a user:

Campaigns location based wizard frequency once 4177ad0eb1

If you want it to be triggered every time, select the option Every time a user:

Campaigns location based wizard every time 208a811f3f

Or if you want it to be triggered once every x amount of time, select the option If a user:

Campaigns location based wizard frequency time e009d24996

Then you should select when it should trigger, if you want it to trigger when a user enters the region or beacon vicinity:

Campaigns location based wizard frequency enter 4df20a5661

Or if you want it to trigger when a user exits the region or beacon vicinity:

Campaigns location based wizard frequency exit a540724379

If you have selected the option Only once when a user previously, you can also for which time the trigger should be executed:

Campaigns location based wizard frequency once occasion 3c2b6891c6

If you have selected the option If a user previously, you can also set the interval of time between triggers:

Campaigns location based wizard frequency time interval 6b82be9664

Finally you can also set a Dwelling time for a trigger:

Campaigns location based wizard frequency dwelling 420227fb15

If provided this will delay the trigger for the amount of time you specify and your trigger will be cancelled if the user leaves the region/beacon before that delay (if you have selected the Enters this region or beacon) or enters that region/beacon before the delay (if you have selected Leaves this region or beacon). This will allow you to filter out users that either pass through your regions too often and too fast. It will also make sure that you only trigger messages if the user is really visiting or leaving your regions.

Finally you can also set a Dwelling time for a trigger:

Campaigns location based wizard frequency dwelling 420227fb15

Filters

Optionally you can also assign filters to your trigger. Through an advanced criteria, you are able to select certain group of users or devices that are eligible for a trigger, ignoring all the rest. Go ahead and click the Filters tab to set this up:

Campaigns location based wizard trigger filters tab 3cbe7e2e4c

In the Criteria selector go ahead and select between Segments, Tags or Device Properties, you will have to select them individually but you can combined them to achieve a fine-grain filtering.

To select segments go ahead an select Using Segments from the Criteria option:

Automation connectors filters segments bdd0b54b6e

You can search for an existing segment by typing in the Search Segments field:

Automation connectors filters search segments 938a5cc177

Because segments can be created via the dashboard, if the segment does not exist, you can quickly create one by clicking in the Create it? link:

Automation connectors filters new segment 750ad4acc5

Once you have selected the segments you want to use, go ahead and click in the Add to Criteria button:

Automation connectors filters add segments 91eb6ddd2c

This will add the segments you've selected to the criteria. Now you can select the quantifier for this selection. If you want the criteria to match any of the segments you've selected, leave the option In any of these selected:

Automation connectors filters segments any 42e57734e8

If you want to make sure you only execute this trigger if the users are in all the segments you've selected, change the quantifier to In all of these:

Automation connectors filters segments all 559657ee80

And finally if you want to make sure you only execute this trigger if the users are not in any of the segments you've selected, change the quantifier to In none of these:

Automation connectors filters segments none 02f1a00b1c

You can also do the same thing with tags, even combine it with segments. To also add tags in this criteria, select Using Tags from the Criteria option:

Automation connectors filters tags 4223dd53fe

You can search for an existing tag by typing in the Search Tags field:

Automation connectors filters search tags 5489929908

Once you have selected the tags you want to use, go ahead and click in the Add to Criteria button:

Automation connectors filters add tags a14d9915c7

This will add the tags you've selected to the criteria. Now you can select the quantifier for this selection. If you want the criteria to match any of the tags you've selected, leave the option In any of these selected:

Automation connectors filters tags any 8fca9d5784

If you want to make sure you only execute this trigger if the devices are in all the tags you've selected, change the quantifier to In all of these:

Automation connectors filters tags all 027aaa6b76

And finally if you want to make sure you only execute this trigger if the devices are not in any of the tags you've selected, change the quantifier to In none of these:

Automation connectors filters tags none 19dc0ef9f0

Finally you can also filter based on certain properties of devices (operating system, app version, language, etc), even combine it with segments and tags if needed. To also add device properties in this criteria, select Using Device Properties from the Criteria option:

Automation connectors filters device properties dde36e798e

To start adding device properties to the criteria click in the Add a Property? link, as shown above. This will create an entry like this:

Automation connectors filters add device property 9efbf786fc

You should now select which device property and the operator to user and type the value you want to filter it for, like the example below:

Automation connectors filters device propery inserted 8c0aabcf3e

If you select the operator is any or is not any, you will be able to add more than one value by clicking in Add another value link , like shown below:

Automation connectors filters device properties more values 43cb2b2abc

If instead you want to combine device properties you can simply add more properties by clicking in the Add another device property link, as shown below:

Automation connectors filters device properties add more c7fcf779c5

When you are ready with your selection of device properties just go ahead an hit the Add to Criteria button and you will see a selection like this:

Automation connectors filters device properties add criteria 6fd94e7b39

Segmentation

It is also possible to automatically categorize users as these triggers get executed. This is extremely powerful if you want to categorize users based on their behaviour without having to necessarily include this functionality in your apps. To add segmentation rules, go ahead an open the Segmentation tab:

Campaigns location based wizard trigger segmentation tab f7adfa6fcb

There's four types of rules you can select, add or remove users from segments and add or remove devices from tags. You can add an unlimited number of rules and even combine two or more rules. This becomes powerful as you can add users to a group while removing them from another group.

To add users to one or more segments, select the following:

Automation connectors segmentation add segments 719aca115d

If you want to remove users from one or more segments, select the following:

Automation connectors segmentation remove segments e7fa3f4810

Then go ahead and proceed to select the segments you want:

Automation connectors segmentation segments selection fa2eac589f

In the Search Segments field, search for existing segments:

Automation connectors segmentation search segments 303f66f793

If the segment you are looking for does not exist you can create one on-the-fly, just click in the Create it? link:

Automation connectors segmentation create segment 98280546f6

When you are done selecting segments, just go ahead and add the rule by clicking in the Add Rule button:

Automation connectors segmenation add segments rule e71b0db0d2

The exact same thing can be done with tags, to add devices to one or more tags, select the following:

Automation connectors segmentation add tags 5f75db0bda

If you want to remove devices from one or more tags, select the following:

Automation connectors segmentation remove tags e68fabc1f5

Then go ahead and proceed to select the tags you want:

Automation connectors segmentation tags selection 5043a7135d

In the Search Tags field, search for existing segments:

Automation connectors segmentation search tags a99c9a31ba

If the tag you are looking for does not exist you can create one on-the-fly, just click in the Create it? link:

Automation connectors segmentation create tag e98dd27064

When you are done selecting tags, just go ahead and add the rule by clicking in the Add Rule button:

Automation connectors segmentation add tags rule 58f421db91

As you add rules, you will see them in a list as follows:

Automation connectors segmentation rules list 2bb00ca1b0

Content

Finally in this area you can also select if you want to present content to the user when a trigger is executed. By default this will set to None and the user will not see anything as these triggers occur. To change that, open the Content tab:

Campaigns location based wizard content tab 1bfe245249

From the list of available content select the Notification type by expanding the Content selector:

Campaigns location based wizard content selection 41c8f13c75

If you select Notification, a new tab will appear where you can compose the message:

Campaigns location based trigger wizard content tab f1ace719d1

In this new tab you can compose the message pretty much the same way as you would in the general message composer. This is explained in this guide.

When you're ready to create the triggers, make sure you click the Create button to save it:

Campaigns location based wizard create button 7a30c6d812

This will create a list of triggers in the Canvas tab of your campaign:

Campaigns location based canvas list 16b6cd2631

At this point you could edit every individual trigger and its content, by clicking in each individual trigger in this list, although if you do have a considerable amount of triggers it might be a time consuming job.

Please note that by default, you campaign will not be active (to avoid campaigns start generating interactions as soon you create them) so you will have to manually switch them ON. To do that from the list of campaigns you should toggle this switch:

Campaigns switch 1d58286320

From this page you also at any point see the current global results of a campaign or simply archive a campaign. This can be done from the Options menu:

Campaigns options menu b8543f0a80

If you click in Stats, it will take you to the results page of that campaign where you can see the overall conversion of this campaign:

Campaigns stats conversion f4d68c5669

The total number of notifications sent or triggered:

Campaigns stats sent ebb115afdf

It will also show the open rate for this campaign (if you use the inbox functionality, it will also include the unique open rate):

Campaigns stats open rate e87ada9d50

If your notifications include actions, the campaign results will also include the distribution of all the collected replies:

Campaigns stats replies d24248cfbd

And finally the total conversion rate of those replies (if you use the inbox functionality, it will also include the unique reply rate):

Campaigns stats reply rate 0bf328acd2

For an active campaign you can also export the results via the Options menu:

Campaigns stats export 89d2695bf2

If you choose the Archive menu item from the Options menu, this campaign inactivated as well as all the triggers or notifications created for it. After archiving a campaign, it will only be visible from the Archive menu item in the Campaigns menu.