Step 1 – Content
Select a channel from which your message will be sent. This option is useful when you own multiple channels. You can select only one channel from the list of your active and draft channels.
A created message will appear only in message thread of the selected channel. Channel name appears as sender name to the end user.
Next, you will be asked to provide a title of your message (max 80 characters). This field is used only internally to differentiate between multiple of your messaging campaigns (end users do not see the title of your messages).
Enter the message you want to send to your end users. Maximum 2000 characters.
Message Image / Media
Use this field to attach one image or video file to visually represent your message.
Step 2 – Timeframe
Use this step to configure the start and end date of your message.
Set start date
Here you specify when do you want to start sending a message(s) to the end users. If you choose to skip this step, your message will be sent as soon as it has been published.
Example: use this field to schedule your message to start sending next Monday at 10 AM.
Notice: Once you set start date, you will be able to change entered values only while the message is in Draft mode. Once your message is active, you will not be able to edit entered values again.
Set end date
Specify the date and time from which your message will not be accessible (stop sending a message) to the end users. Once end date and time has been reached, the message will change status to Finished and will be archived in the system.
Schedule a recurring engagement
Choose between daily, weekly, monthly and yearly recurrence for your message.
Frequency– Daily, Weekly, Monthly.
Appears at– Choose the time when you wish your message to appear.
Duration– Choose unit (minutes, hours), enter number of minutes, hour.
Example: set to send your message every day at 10 AM (daily recurrence) or choose to send it every Monday at 3 PM (weekly recurrence) or every 1st of the month at 9 AM (monthly recurrence).
Step 3 – Users
This is the last step in the message creation process. Here you can segment your message to be sent only to a specific end-user group, send a message when users arrive at the specific location(s) and/or request permission from tenant to broadcast message to all app users.
By default, your message will be sent to all channel followers (or all app users if broadcasted through tenant). Use segmentation to send a message only to a specific target group.
Example: use segmentation to send a message to the end users who have been following your channel for 30 days or have reached a certain level in your loyalty program.
Set proximity targeting
By default, your message will be sent to all channel followers (or all app users if broadcasted through tenant). Use proximity targeting to send a message only to the end users who appear at a certain location(s).
Example: send a message to the end users who walk pass my store. When end users walk pass my store, they will receive a message and in-app notification.
Notice: messages do not disappear from the chat thread once end users leave your location(s).
Based on your selection, you can see how many users are expected to receive your message. By default, target group value is equal to all followers of your selected channel. Based on the complexity of your segmentation, some target groups require some time to be calculated.
Check how customers will see your engagement before you publish it.