Automated Push Scenarios

Whether it's a user signing up for your app, completing a purchase, reaching a milestone, or abandoning a cart, you can design custom scenarios to engage and re-engage your users.

Automated Push Scenarios offer endless possibilities for engaging with your users. You can nurture new users with onboarding sequences, provide personalized recommendations, re-engage inactive users with win-back campaigns, and deliver relevant updates or promotions based on their preferences and behavior. By leveraging the power of automation, you can create dynamic and impactful push notification campaigns that drive user retention and loyalty.

Messages -> Automated -> Create New Automated Message

To create a new automated message, go to Messages and select Automated. Depending on your goal, choose between User Action and Periodic.

After finalizing your Automation step, you may follow the others steps (Setup, What, Who, Go) on pages Mobile Push, Web Push, SMS and e-mail.

Quick Steps Guidelines

  1. Select the type of push notification campaign you want to create between the options User Action (increase retention, increase app conversion, handle special user action, merge events) and Periodic Messages.

  2. Choose the trigger event or events that will activate your push notification campaign.

  3. Set the Campaign Period for User Action or Periodic Messages for your push notifications.

  4. Create the content of your push notification messages, including any personalized messaging based on user attributes or context on Steps: Setup, What, Who, Go. (please visit Mobile Push, Web Push Web Pop-up, e-mail or SMS sections for further information on following steps according to your notification type).

  5. Launch your push notification campaign to your desired audience.

Option 1: User Action

For User Action, there are four options to choose from. They are Increase Retention, Increase App Conversion, Handle Special User Action and Merge Events.

1. Increase Retention

To increase retention, you can create automated messages that are sent based on a user's actions or inaction after a certain period of time. For instance, an automated message can be created for a message to be sent 2 hours after the user installs the application.

The messages can be sent to all devices or most recent devices of users.

Steps

  • In the "Event" section, select the specific action or event that will activate the message.

  • Use the "Period" section to set the time interval during which the message will be sent.

  • To send the message to all devices owned by the user, select the "Send message to all devices of user" option.

  • To send the message to only the user's most recently used device, select the "Send message to last used device of user" option.

Example:

You may send a welcome message to users 24 hours after they first download and install your app, encouraging them to explore its features or remind users who have abandoned their shopping cart to complete their purchase, offering a discount or free shipping to incentivize them.

Increase Retention

2. Increase App Conversion

Automated push messages can be triggered based on the user's actions or inaction over a specific period of time. For example, if a user clicks on a push notification but doesn't make a purchase within a certain time frame, an automated message can be scheduled to be sent. These messages are sent based on the presence or absence of specific events and can be sent to either all devices or only the most recent devices of users.

Steps

  • Select at least two events (Event 1 and Event 2).

  • You may add a third optional event that is added to the second event with an OR logical operator.

  • Choose a time interval for the message using the "Period" option.

  • Alternatively, use the "Time Specific" option to set a start, end, and send time for the message.

Example:

You may send a push notification to users who have previously made a purchase but have not returned in a certain period of time, offering them a special deal or promotion to encourage them to make a new purchase Or you may encourage users who have not yet made a purchase to do so with a message highlighting the benefits of your product or service.

Increase Retention or Increase App Conversion?

"Increase Retention" messages are triggered based on an action performed or not performed at a certain period of time. For example, a message can be sent to a user two hours after they install an application to encourage them to continue using the app.

On the other hand, "Increase App Conversion" messages are triggered by specific events or the absence of specific events over a specific period of time. For instance, if a user clicks on a push notification but doesn't make a purchase within a certain time frame, an automated message can be set up to be sent to encourage them to complete the purchase.

In summary, "Increase Retention" messages are focused on encouraging users to continue using the app, while "Increase App Conversion" messages are aimed at encouraging users to complete specific actions, such as making a purchase.

3. Handle Special User Action

To handle special user actions, you can set up automated push notifications based on the frequency of certain actions, such as sending a message when a user makes a second in-app purchase. Again, these messages can be sent to all or most recent devices of users.

Steps

  1. In the "Goal" section, select the event that triggers the automated message.

  2. In the "Occurrence" section, select how many times the event needs to occur before the automated message is sent.

  3. In the "Capture Events in" section, specify the time interval for the event. For example, if the user uninstalls the app for the second time within one hour, send the automated message. For example if your user uninstall app 2nd time in 1 hour send automated message.

Example:

You may congratulate users who have reached a certain milestone, such as completing 100 purchases or running a marathon, with a personalized message and special offer or encourage users who have previously left a positive review to share it with their friends and family, offering them an additional discount or reward for doing so.

4. Merge Events

With Merge Events, you can create automation scenarios that trigger a single set of actions when multiple events occur in a specific order.

In the event type section, you select the events and event attributes that you want to track, and then assign a desired event key to each event. This enables you to build automation scenarios that are tailored to your needs.

Steps

  1. In the "Goal" section, edit the trigger conditions for your automated message by selecting events and event attributes desired to occur and entering a desired event key in front of each event.

  2. In the "Timing" section, select the time conditions for your automated messages (to trigger the message, you can choose "Events Must be Captured in the Specified Order" option and determine the time for the next event in the "Capture Events In" section after one of the selected events takes place).

  3. If the event is not captured in the chosen period or the next event does not occur at the end of the specified period, a fallback scenario is created. Here you may choose a push notification or send a SMS.

  4. In the "Context" section, values corresponding to the Event Keys are defined as attributes and the context of the Merge Event is determined by naming the parameters (Param Value). This allows the message to be personalized and specific at the content creation section.

Example:

You may analyze customer journeys and identify key events that signal important milestones, such as account creation or a completed purchase or create targeted campaigns that trigger multiple messages across different channels, such as push notifications, email, and SMS.

In the Timing section of Merge Events, there are several options to further specify the automation scenario:

  • The "Events must be captured in the specified order" option ensures that the message is triggered only when the user performs the specified events in the exact order they were set up, according to their priority.

  • The "Capture events in" option sets the time frame within which the next event should occur after one of the selected events takes place.

  • The "Send a message if event(s) is not captured in the chosen period" option enables creating a fallback scenario if the next event does not occur within the specified time frame. This allows for defining the type and content of the fallback message to be sent, in case the user doesn't perform the desired action within the expected time.

In the Context section of Merge Events, you can define attributes corresponding to the event keys that were set up in the Event Type section. This allows you to specify the context of the event and create a personalized message based on that context.

For example, if the event is a user adding an item to their cart, the corresponding attribute could be the name of the item added. This would allow you to create a message that references the specific item added, making it more relevant and personalized to the user.

Campaign Period for User Action Notifications

The "Campaign Period" section is where you can set the start and end dates for your automated push campaign. This allows you to limit the duration of the campaign to a specific time period. It is the same with Campaign Push Notifications/Define Campaign Schedule. Therefore, in automated push messages you will not have Step 4: When.

  • In the "When selected scenario occurs, send message" section, you can choose the scenario that will trigger the automated push message to be sent. You can set it to be sent every time the scenario occurs or only once per user.

  • The "User Limit" section allows you to set a limit on the number of users who will receive the automated push message. This can be helpful if you want to limit the number of messages being sent or if you have a limited budget for your campaign.

  • In the "Total Limit" section, you can set a limit on the total number of messages that will be sent during the campaign. This can be useful for controlling costs or managing the frequency of messages being sent to users.

  • The "Message Limit" section allows you to set a limit on the number of messages that can be sent to a single user during the campaign. This can help prevent users from being overwhelmed with too many messages.

  • The "Message Expire In" the automatic cancellation feature can be activated to cancel messages that have not been received by the intended recipient within a specified time frame. This allows for a period to be set, for example, in case the recipient's internet access is unavailable or the device is turned off. If the message is not delivered by the end of this period, it will expire.

  • Push Time Restriction: The automated message can be restricted to a specific time frame by setting the time interval and choosing the days on which it should be sent.

Message Priority

Message Priority is a feature that allows users to set the order in which automated push scenarios will be sent. When multiple scenarios are set up, this feature enables users to prioritize which scenarios should be sent first. The Priority Level option is used to assign a level of importance to each scenario. The higher the priority level, the more important the scenario, and it will be sent first. This is useful for collapsing scenarios, where multiple messages are sent within a short period of time. By assigning priority levels to scenarios, users can ensure that the most important messages are delivered to the user first.

Option 2: Periodic Messages

Periodic messages are messages that are sent regularly on a scheduled basis, such as daily, weekly, or monthly. These messages can be set up to be sent at a specific time, ensuring that they reach the user at a time when they are most likely to engage with them.

One common use case for periodic messages is sending birthday messages to users. By setting up a daily periodic message, you can automatically send personalized birthday messages to users on their birthday, ensuring that they feel appreciated and valued by the app.

In the Weekly option, you can select one or more days of the week when the message will be sent. For example, you might choose to send a weekly newsletter every Friday, or a reminder to complete a task every Monday and Wednesday.

The Monthly option allows you to specify more specific dates, such as the first Monday or third Friday of the month. This can be useful for sending reminders or notifications that are tied to specific events, such as a monthly billing statement or a recurring appointment.

Campaign Period for Periodic Messages

The start and end date of the campaign is determined in the "Campaign Period" field.

End Date

When setting up a periodic messaging campaign, you can choose how to set the end date. The "Never" option allows the campaign to continue indefinitely, while the "After" option lets you specify a certain number of occurrences before the campaign ends. The "On" option lets you select a specific date and time for the campaign to end.

When selected scenario occurs, send message

The periodic messaging feature allows for two options: Every time and Only once. Every time enables the automated process to be repeated at any given time, while the Only once option ensures that the process occurs only once. Moreover, a Total Limit option exists, which allows the user to set a maximum number of messages that can be sent.

After finalizing your Automation step, you may follow the others steps (Setup, What, Who, Go) on pages:

Mobile Push

Web Push

Creating an SMS campaign

Sending a Mail Campaign.

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