Guides

Edit Campaigns

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

To access this area, expand the Campaigns menu and click in the Campaigns item:

Menu 5f9cd9cf2a

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

Campaign in list 2a242a98ea

By default the campaign wizard will open in the Canvas tab but you'll find three tabs:

Tabs 190039584e

In the Setup tab, you will always be able to change the name of your campaign:

Name 02f0e6eafd

But you will no longer be able to change the campaign type, if you made a mistake you will need to delete this campaign and start over. You can however change the duration of the campaign if you wish to.

If you've selected Simple Push Campaign, Simple Email Campaign or Simple SMS Campaign, this type of campaign will required that you always provide a start and end date. In the Duration tab you can change the following:

Duration dates 1eb6a53a2e

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

Duration dates 1eb6a53a2e

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

Duration times fc83617394

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

Skip days bc301b6820

You can now proceed to design your campaign. Click in the Canvas tab to start adding content to your campaign depending on its type.

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 Add Message button in the timeline:

Push timeline 7ce5ba8f77

This will open a new page where you should start by providing the date when the message should be sent (must be a date between the start and end date of the campaign):

Schedule date 0806c84122

You should also provide a timezone (we will select your current timezone as the default):

Timezone 1347b4225d

You can also define if this message should respect the device's timezone. This will make sure that the message is only sent, at the desired time, in the user's timezone:

Local 52fcccd9cf

Optionally, you can also reuse a previously created template as the basis for your message:

Use template ad30f9f91a

If you toggled that option, you will need to search for an existing template:

Search templates 2e97c575a3

After picking one template, your selection will look like this:

Selected template b9fe4bd831

When you are done, go ahead and click in the Create button:

Create button 15eb33a628

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

New push message a64a1e440c

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.

Simple Email Campaign

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

Email timeline dcd8344a66

This will open a new page where you should start by providing the date when the message should be sent (must be a date between the start and end date of the campaign):

Schedule date 0806c84122

You should also provide a timezone (we will select your current timezone as the default):

Timezone 1347b4225d

You can also define if this message should respect the device's timezone. This will make sure that the message is only sent, at the desired time, in the user's timezone:

Local 52fcccd9cf

Optionally, you can also reuse a previously created template as the basis for your message:

Use template ad30f9f91a

If you toggled that option, you will need to search for an existing template:

Search templates 2e97c575a3

After picking one template, your selection will look like this:

Selected template b9fe4bd831

When you are done, go ahead and click in the Create button:

Create button 15eb33a628

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

New email message fe8cb8838c

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.

Simple SMS Campaign

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

Sms timeline d0fdfa5be3

This will open a new page where you should start by providing the date when the message should be sent (must be a date between the start and end date of the campaign):

Schedule date 0806c84122

You should also provide a timezone (we will select your current timezone as the default):

Timezone 1347b4225d

You can also define if this message should respect the device's timezone. This will make sure that the message is only sent, at the desired time, in the user's timezone:

Local 52fcccd9cf

Optionally, you can also reuse a previously created template as the basis for your message:

Use template ad30f9f91a

If you toggled that option, you will need to search for an existing template:

Search templates 2e97c575a3

After picking one template, your selection will look like this:

Selected template b9fe4bd831

When you are done, go ahead and click in the Create button:

Create button 15eb33a628

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

New sms message eb88eb0a63

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 More Triggers button:

Canvas triggers 092f8e64d2

This will open a new page where you can setup your geo-triggers. This new wizard will initially contain two different tabs:

Geo tabs default ed7153c417

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

Search locations 535f252c33

To quickly select regions or beacons, you use a country:

Select country 629d176242

If you've previously assigned tags for your regions, you can also select regions based on these tags:

Search region tags d3cacd0b34

If you are looking to also add beacons to your campaign, you can also filter your search by the beacon's name:

Filter by beacon e7fc7dcb11

As you select these options, the results will be displayed below in under the Regions and Beacons tabs. If one or more regions were found you will see something like this:

Regions result 0d83090b61

If one or more beacons were found you will see something like this:

Beacons result 16366032cb

From these tabs, you can now select which regions you want to add by clicking in each region (or by selecting them all in the check mark icon in the top):

Select region 493d52af38

Pretty much the same way you can also select beacons:

Select beacon 8846a7652c

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

Selected regions 8122e06b80

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. Here you'll find a new wizard that will allow you define how your trigger should behave:

Trigger tabs 9e10d857d1

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:

Frequency once 7b2c46d26d

When you select this option, you can also define in which occasion it should be triggered. This allows you to create geo-triggers that are only triggered once on a certain occasion:

Frequency occasion 5d722cd16b

If you want this geo-trigger to be triggered every time, go ahead and select the Every time a user option:

Frequency always 8d1fa31422

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

Frequency time 5177cdcd89

When you select this option you should also provide the interval of time:

Frequency interval 46eebfd92a

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

Type enter b118db9eb0

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

Type exit 642fa41479

Optionally you can also define a Delay time for a trigger, this will allow you to postpone for a period of time the execution of the trigger:

Delay 86d8a202d3

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.

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:

Criteria 14c570cc6f

Learn more about how to setup a criteria in our guides located here.

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:

Segmentation 23c781aaf3

Learn more about how to setup segmentation rules in our guides located here.

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 and expand the content types selector:

Content types 700b4d5201

From the list of available content select the Push Message:

Push message type 32c7d46942

Optionally, you can also reuse a previously created template as the basis for your message:

Use template ad30f9f91a

If you toggled that option, you will need to search for an existing template:

Search templates 2e97c575a3

After picking one template, your selection will look like this:

Selected template b9fe4bd831

When you select Push Message, a new tab will appear:

Geo tabs 18795b8cbe

In this new tab you can compose the message, even if you used a template, pretty much the same way as you would when sending a push message. This is explained in this guide.

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

Create button 15eb33a628

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

Triggers list 0b24cc4d21

At this point you could edit every individual trigger and its content, by clicking in each trigger in this list. Also note, that by default, your campaign will not be active (to avoid campaigns start generating messages 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:

Campaign in list 2a242a98ea

A/B & Multivariate Testing

This type of campaign is a great way to test the content you send via a Push, Email or SMS message. In the Canvas tab click in the Add Variations button:

Add variations de05a260c2

This will open a new page where you can define how many variations you want to create:

Variations c00d326460

Please note that a campaign of this type must have at least 2 variations, up to a total of 10 variations.

Optionally, you can also reuse a previously created template as the basis of your content variation:

Use template ad30f9f91a

If you toggled that option, you will need to search for an existing template:

Search templates 2e97c575a3

After picking one template, your selection will look like this:

Selected template b9fe4bd831

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

Create button 15eb33a628

This will add variations to the Canvas tab of your campaign:

Canvas variations ca62887d0b

You can then edit your messages and adapt their content to your needs. This is done by clicking in each one of them individually.

Once you are done editing the content of your message variations, you can go ahead and hit the Send button to actually perform your test:

Send button b12470cc15

This will open a confirmation window, like the one below:

Confirm send test 3fb67380c9

As soon as you hit Send the variations will be processed for sending and no longer can be edited.

In this page, you can also jump directly to the stats of a campaign or simply archive a campaign. This can be done from the Options menu, to see the stats of a campaign click in Stats:

Options stats 089da14e6b

If you click in Stats, it will take you to a new page, to learn more about that, please read our guides located here.

If instead you want to archive a campaign, go ahead and click Archive from the Options menu:

Options archive 45a72b6b72

If you choose to archive a campaign, Notificare will then make this campaign inactive (to prevent any more messages from being generated) and move it to the Archive list. To lean more about archived campaigns, please read the guide located here.