Last modified July 6, 2015 by Shelly Wolfe

Intro to Conversations

Conversation Campaigns provide a rich media editor for creating and delivering any in-app conversation with text, images, video, surveys and rich button actions. This flexible in-app campaign type comes with a default set of customizable templates for the most common scenarios. These include videos, announcements, promotions, surveys, onboarding tutorials, and various device permission requests (for example, push notifications, contacts, camera access, location services).

Use Swrve’s Conversations to:

  • Increase customer engagement – Create personal, interactive messages for your customers and measure their responses.
  • Assist users with onboarding or new features – Use the rich media options to create onboarding or video tutorials to assist new users or to explain a new feature to existing customers.
  • Request customer feedback – Use the survey options to request feedback from your users.
  • Run opt-in campaigns – Use predefined templates to run campaigns requesting various user permissions; for example, push notifications, access to contacts, camera, or photos, or to use location services.
  • Cross-promote – Generate additional downloads or subscriptions through cross-promotion of similar products using audience targeting. You can link your call-to-action to any desired location, such as a website, social network or other title in your portfolio.

The screenshot below illustrates an example of a Conversation that uses a video to communicate with app users:

Sample Conversation

The Conversations service integrates with all existing Swrve analytic capabilities. Before you launch a Conversation (and even after you have launched it), Swrve enables you to QA test alternative messages to identify what works and what doesn’t. In addition, Swrve enables you to specify the precise points at which Conversations are displayed and limit message frequency and repetition.

Conversations vs. Push Notifications

The focus of Conversations is communication with users who already have your app open on their device. If you want to communicate with your customers while they’re outside of your app, use Swrve’s push notification service. For more information about this service, see Intro to Push Notifications.

Conversations vs. In-App Messages

The Conversations feature uses a rich media editor in the browser to build interactive, multi-page messages with text, images, video, surveys and rich actions. In contrast, the In-App Messages feature uses the display of image-based messages that have been designed elsewhere and are optimized for displaying interstitials that are blended to appear as part of the app flow.  For more information about this service, see Intro to In-App Messages.


Conversations Prerequisites

Before you can create your first Conversation, your development team must complete the following tasks:

  1. Update your app with the latest SDK – Your development team must update your app with the latest Swrve SDK that supports Conversations. For more information about integrating the SDK, see the platform-specific Integration Guide.
  2. Configure deeplinks for custom actions – If you want to be able to configure custom actions for your message buttons, your development team must configure deeplinks during the integration process. For more information, see the platform-specific Integration Guide.
  3. Test Conversations in the Swrve service – Swrve recommends testing Conversations on your QA devices before you begin your first campaign, using the Preview and Test function in the campaign setup workflow. For more information, see QA Testing Conversations.

Message Style Defaults and Custom Fonts

Swrve enables you to set app-level default settings for message styles, for example, background, text color and button style. It is also now possible to upload custom fonts, enabling you to apply brand-specific styles to the text elements of a Conversation.

To access the Message Style Defaults screen, on the Conversations screen, under Settings, click Message Style Defaults.

Message Style Defaults

Setting Message Style Defaults

Step 1: In the General section, set the default Conversation Background and Text Color. If specifying a color, you can enter the Hex value or click the color swatch to use the color picker tool.

Step 2: In the Buttons section, set the following options for your Conversation buttons:

  • Primary Color – sets the primary button color.
  • Secondary Color – sets the secondary button color.
  • Tertiary Color – sets the tertiary button color.
  • Button style – sets the button style:
    • Outline – displays buttons as an outline, with the option to set the Fill as Transparent or solid White.
    • Solid – displays buttons with a solid background, with the option to set the Button Text Color as White, or to use the same color as the general Background Color or Text Color.
  • Corner Radius – sets the radius curvature of the buttons in pixels, from sharp corners to fully rounded.

Step 3: On larger devices, such as tablets, the message is displayed in a centred pop-up view with the option of a semi-transparent background surround. In the Landscape and Larger Devices section, select Background Surround if desired, and set the Color, Opacity and Pop-up Corner Radius, as required.

Step 4: To save your message style defaults, click Save & exit.

Uploading Custom Fonts

Using custom fonts requires Swrve SDK version 4.8 or later. If you have updated your app to SDK version 4.8, contact your Customer Success Manager at support@swrve.com to have the feature enabled in your Swrve dashboard.

The Fonts section displays the fonts you have already uploaded and indicates which font has been set as the default. If a font has not been used yet in a Conversation, the Delete () icon is available if you need to delete the font. As soon as a font is used in an active Conversation, it is no longer available to delete.

Conversation Fonts

Step 1: To enable the Add Font button, confirm you have permission to use the fonts by clicking the check box.

Step 2: Click Add Font. The Font Upload section is displayed.

Step 3: Drag the TTF or OTF file you want to upload into the Font Upload section, or click choose files to select and upload the files. A status bar shows the progress of your upload and you can upload multiple files at the same time.

Step 4: After the upload is complete, the font is displayed in the list of fonts and is available to use in all of your Conversations campaigns, across all of your company’s apps.

To set a font as the default, click the Default radio button in the appropriate row. Any new Conversations will use the default font for all text blocks, but you can also set the font in the text editor from the list of uploaded fonts. For more information on using the text editor, see Conversations Text Styling.

If you want to use different styles or weights of the same font family (for example, regular, bold, italics), you must upload each font style as a separate file.


Messaging Display Rules

The Messaging Display Rules screen enable you to set app-level settings that define the display rules for all your messaging, both in-app messages and Conversations. For example, you can specify a delay before the message displays, restrict the number of messages displayed per session or limit the frequency of messages.

Configuring Conversation Display Rules

Step 1: On the Conversations screen, under Settings, click Messaging Display Rules.

Step 2: In the Messaging Settings section, in the first statement, enter the maximum number of messages a user can receive in any one session.

Step 3: In the second statement, enter the number of seconds after app start-up that must elapse before the user receives a Conversation. Note that this rule is ignored for any Conversations that you configure to be deliverable when targeted users start an app session (that is, if you select the When the user launches the app check box on the Set Target screen of the Conversation workflow).

Step 4: In the third statement, enter the number of seconds that must elapse between Conversations.

Step 5: Click Save.

You can configure Conversation display rules at Conversation level on the Set Target screen of the Conversation workflow. If you have configured rules at both app and Conversation level, the most restrictive of the rules is applied. For more information about configuring display rules at Conversation level, see Creating Conversations.

Next Steps