There are five sets of steps involved in creating a Location-based Campaign:
- Select the desired geofences and notification trigger.
- Add your notification content.
- Define the target audience for your notification.
- Select custom goals to report the engagement or conversion of users following receipt of the notification.
- QA test your notification (optional) and, finally, schedule or launch your campaign.
Select Geofences and Trigger
To access the campaign workflow and specify the notification name, geofences and triggers:
Step 1: On the Campaigns menu, click Location-based.
Step 2: On the Location-based Campaigns screen, click Create Location-based Campaign.
Step 3: On the Add Geofences screen, enter the Campaign Name.
Step 4: In the Geofences field, enter the name(s) of the geofences you want to use in the campaign, or click Create a New Geofence to create additional geofences as required (for more information, see About Geofences).
As you enter the geofence name, a list of relevant geofences is displayed below. Depending on your naming convention and the number of geofences you want to include in the campaign, enter all or part of the geofence name(s) to filter the list until only the geofence(s) you want to include are displayed. To view the geofence(s) in map view, click View on Map.
Step 5: Optionally, to add a user-specific filter to the campaign, click Add user-specific filtering. This feature enables you to target users based on a selected user property in relation to a geofence property. For example, if the user property arriving_hotel matches the geofence property hotel_name, the customer only receives notifications relevant to their stay at that hotel. For more information about geofence properties, see About Geofences.
To add a filter:
- Click the Select user property list and select the property you want to use to filter users. Due to limits in the Locations SDK, the user property name cannot be longer than 20 characters.
- In the next field, select the relevant comparison operator for the user property. The options are:
- Matches – the user property exactly matches the geofence property.
- Does not match – the user property does not exactly match the geofence property.
- Contains – the user property text contains the geofence property text.
- Does not contain – the user property text does not contain the geofence property text.
- In the last field, select the geofence property to which you want to compare the user property. Due to limits in the Locations SDK, the geofence property name cannot be longer than 18 characters.
- To add additional filters, click the Add link and repeat steps 1 to 3 above.
Step 6: Select the Trigger for the campaign. The options are:
- When user enters a geofence – the notification is triggered when the user enters the geofence.
- When user exits a geofence – the notification is triggered when the user exits the geofence.
Step 7: Select the Number of times a user can receive the notification. The options are:
- User can only receive the notification once – the user only receives the notification once.
- User may receive notification multiple times – the user may receive the notification multiple times. Select an option from the list to set the minimum time before the notification can be re-sent.
If your campaign includes multiple geofences and you want the user to only receive the notification when they enter a new geofence, select Restrict to once per location.
Step 8: Click Next: Notification Content to proceed.
Add Notification Content
Step 1: On the Notification Content screen, in the Text box, enter your notification content.
When you click in the Text box, the Insert Property button is displayed and enables you to include the geofence label or other custom properties in your message text. For more information about the geofence label and custom properties, see About Geofences.
A preview of your notification is displayed on the right-hand side of the screen. Click iOS or Android to view the preview on the relevant device.
Step 2: Select an On engagement action. The options are:
- Launch the app – opens the app if the user accepts the notification.
- Go to Deeplink – directs the user to a custom location, such as another location within the app or an external website. Enter the deeplink URL in the text box below. You can also insert the geofence label or custom property as the deeplink, if configured as such.
Step 3: Click Next: Set Targeting to proceed.
By default, Location-based Campaigns are targeted at all users who trigger the selected geofence(s). On the Set Target screen, you can add additional constraints to your target audience (for example, Users who have purchased at least 1 time AND Users who have used the app at least 5 times).
To set the target audience:
Step 1: Under the Define Target Audience section of the screen, depending on your comfort level with AND/OR logic, select the mode (Simple or Advanced) and primary operator you want to use to filter your audience. For more information about Simple and Advanced mode, see About Audience Filters.
Step 2: Click Add Filter and select the type of data on which you want to base your filter. For detailed information on the data types and filter descriptions, see About Audience Filters.
Step 3: Create your filter using the filter type, operator and value fields provided. Note that Swrve provides an OR condition to enable you to associate multiple values with the same operator. For example, if you selected the DEMOGRAPHIC data type, you could target users who are English or French speakers by making the following selections from the filter type, operator and value drop-down lists: Language, is, English OR French.
Step 4: Click Add to save the filter definition.
Select Campaign Goals
To select custom reporting goals:
Step 1: While still on the Set Target screen, under the Select Campaign Goals section, select the Primary Goal for your campaign. This is an event or purchase you want users to make soon after receiving or engaging with the notification. For example, the primary goal of the notification might be to have users download a promotional voucher for a local restaurant.
- Event – Use to track engagement with a specific feature you are promoting in your notification. Select an event from the list.
- In-App Purchase (using real currency) – Use to track in-app purchases of promotional items featured in your notification. Select of any item or of a specific item, and if required, select the specific item from the list.
- Purchase (using virtual currency) – Use to track virtual currency purchases of promotional items featured in your notification. Select of any item or of a specific item, and if required, select the specific item from the list.
Step 2: If required, select the Secondary Goal for your campaign. This might be an event or purchase you want users to make further downstream. For example, if your primary goal was to track users who downloaded a voucher, your secondary goal might be tracking if the user later submitted a review for that restaurant.
Step 3: Click Save as Draft: Preview & Test to save your draft notification and proceed to the Preview & Test screen.
The notification status is automatically set to Draft and the notification is saved on the Location-based Campaigns screen if you decide to exit the workflow and complete it later on.
Test and Launch
The Preview & Test screen displays an overview of your campaign and enables you to QA test the notification and select the campaign start and end dates, as needed.
If required, you can QA test your notification before launching the campaign. For information on how to set up a QA device, see How Do I Set Up QA Devices?
To QA test your campaign:
Step 1: On the Preview & Test screen, under the QA Users section, select a user from the Add QA user list.
Step 2: Click the Add (+) icon to add the user.
Step 3: To test the campaign trigger, physically enter or exit the geofence with the QA device, or use an emulator to simulate entering or exiting the geofence.
Step 4: If the QA device does not receive the notification as expected, click the Logging link to check that the QA device is sending the campaign-related events. For more information on viewing QA device events and troubleshooting QA device issues, see How Do I Set Up QA Devices?
Schedule and Launch
If you are happy with the preview of your campaign, in the Schedule launch section, perform the following actions:
Step 1: Select the Start date for the campaign, or to start the campaign as soon as possible, leave the campaign Start date as ASAP.
Step 2: If you want the campaign to end on a specific date, in the End field, click the calendar icon and select the desired date. Otherwise, leave the End date as ongoing.
Step 3: Click Launch Campaign.
If you schedule the campaign to start as soon as possible, the status is set to Active. If you schedule the campaign to start on a particular date, the status is set to Scheduled until that date is reached.
The campaign is displayed on the Location-based Campaigns screen.
- View the campaign results on the individual campaign screen. For more information, see Managing Location-based Campaigns.
- Change the status of your campaign using the buttons on the individual campaign screen. For example, you can edit, launch, stop or archive a campaign, depending on its current status. For more information, see Managing Location-Based Campaigns.