Geofence messaging

Geofence Messages let you send messages when users enter or exit a defined location.

Use them for store campaigns, nearby offers, arrival-based reminders, or other location-specific communication.

Common examples:

• welcome users when they arrive at a branch

• send a nearby offer when they enter a shopping area

• trigger an exit reminder after they leave a location

• deliver location-based service information

This message type is useful when location itself is the trigger.

Path: Messages > Geofence > Create New Geofence Message

Quick steps

1. Select a single location or a location group.

2. Choose the trigger: Enter or Exit.

3. Choose frequency: every time or once per entry/exit.

4. Set Campaign Period and optional time/day restrictions.

5. Complete Setup, What, Who, Go and publish.

Delivery prerequisites

1. The user must enter or exit the defined location.

2. Notification permission must be enabled.

3. The app must be up to date.

4. The device must have an internet connection.

5. Location permission and device location setting must be enabled at that moment.

How Geofence Messaging works

Geofence Messages follow the standard message flow, with one geofence-specific step: Location.

Use this step to define where the trigger happens and whether the message fires on enter or exit.

After that, continue with the standard message steps to complete the message content and targeting.

Standard message steps

Geofence Messages still use the standard campaign steps:

• Setup — define the message name and base settings.

• What — create the message content.

• Who — define the recipient scope or targeting logic.

• Go — review the configuration before publishing.

The extra step for this message type is Location.

There is no separate custom flow instead of Setup and What.

Geofence Messages use the standard message steps plus Location.

Step 1: Location

Pick where the trigger will happen.

You can select a single location or a location group.

Single location

Use this when you want one geofence.

The message triggers when the user enters or exits that location.

This is the best option for one store, one venue, or one point of interest.

Location group

Use this when you want one message setup to cover multiple locations.

This is useful for:

• multiple branches

• chains

• regional store groups

• multiple points of interest

The location group lets you create a cluster of connected locations and trigger actions based on users entering or leaving any location in that group.

This is the better option when the same campaign logic should work across many branches.

Trigger settings

After selecting the location:

• choose the trigger: Enter or Exit

• choose frequency: every time or once per entry/exit

Use Enter when the message should react to arrival.

Use Exit when the message should react to departure.

Use every time for repeated visits.

Use once per entry/exit when the same transition should not trigger repeatedly.

Send to only the device

Enable Send message to only the device to target only the device that triggered the geofence. Disable it to target all devices linked to the user (depending on your channel setup).

Example

Your business has several stores located in different parts of the city. With the geofence notification feature, you can create a group of interconnected locations (all your branches) and set up actions to trigger notifications (such as campaigns or discounts) based on customers' entry or exit from these locations. This enables you to send personalized messages to customers and increase foot traffic to their stores.

Campaign Period

Campaign Period defines when the geofence message is active. Use it to match store hours or time-limited offers.

You can also restrict delivery:

• by time of day,

• by day of week,

• and by repeat frequency (daily/weekly/monthly).

This is especially useful when the location is always active, but the message should only be delivered during approved business or campaign windows.

Campaign Period

Use Campaign Period when geofence messaging should work only during business hours, campaign dates, or approved delivery windows.

Other steps

After Location and Campaign Period, continue with the standard message steps:

• Setup

• What

• Who

• Go

Use these steps to configure the content, audience, and final review of the geofence message.

Think of Location as the trigger layer.

The remaining steps define the message itself.