Campaign Configuration: Mobile Push Notification

Note: To use Mobile Push, you must have it set up and enabled. Please speak to your Marigold Services Representative for more details. 

A Push Notification is a short message that's viewable on a customer's mobile device, such as a smartphone or tablet. Push Notifications are enabled when a customer installs your app on their mobile device, and agrees to receive notifications. In most cases, users will be prompted by the app as to whether they want to receive Push Notifications. If the customer opts-in, then they become a viable candidate for your campaign. If the customer opts-out of Push Notifications, then they won't receive the Push Notifications, however they will still receive the In-App Notifications when they open your mobile app.

Note: To send the Mobile Push Notifications to your mobile app users, you must integrate Marigold SDK with your Mobile App, please see Marigold SDK Integration Documentation for more details. This documentation assumes you have access to the Marigold platform. If you do not have access to the platform, ask your Marigold Services Representative to grant you access.

This topic describes all of the various configuration options available for Mobile Push Notification Campaigns. This topic assumes that you have already created the Campaign (see Campaigns for more details on this process).

The Campaign screen is organized into four main sections available by clicking the appropriate tab at the top of the screen.  

Select an item above for more details on that section.

Setup

Content

Review

Status

Analytics

Note: Before creating your Mobile Push Notification Campaigns, create a new Application Group and add your mobile apps to the group as described in Mobile Push Application Groups.

Campaign Settings

The Tool Bar at the top of the Campaign screen provides access to the following features.

Configure Campaign Metadata

Note: This feature will be coming soon.

 

To assign Metadata values to a Campaign from within the Campaign screen:

  1. In the Tool Bar, click Settings > Set Metadata. The Metadata pop-up window is displayed, listing every Metadata field defined for this account.  A red asterisk is displayed next to the fields that are required for Campaign launch.

  2. Enter or select the desired Metadata values.

  3. Click Ok.

For more information on setting up Metadata fields, see Metadata Settings.

Assign Campaign Tags

Optionally, you can assign one or more Tags to your Campaign. These Tags serve as an organization tool that allow you to group together items for reports and Filters.

Note: If your Campaign contains Cells & Splits, the Tag can be added only at the top-level Campaign, and not to an individual cell.

To assign a Tag to the Campaign:

  1. In the Tool Bar, click Settings > Set Tags. The Mailing Tag pop-up window is displayed.  

  2. In the Add Tag field, begin typing the Tag value. The system displays a pop-up menu of all the existing tags. You can select one of these tags, or type in a new one and press Enter.

  3. Optionally, repeat steps 2 and 3 to add more tags. To remove a tag, click the X next to the tag label.

  4. Click Ok.

Set Time Zone

The first time you log into Cheetah Digital, the platform prompts you to set your time zone. Once the time zone is set, all system dates and times will display according to that time zone (this setting can later be modified through the Update Profile screen). However, when scheduling a Campaign, you can manually overwrite the user profile setting, and establish a different time zone to be used for just this Campaign.

To establish the time zone used for all scheduling activities related to this Campaign:

  1. In the Tool Bar, click Settings > Set Time Zone. The Set Time Zone dialog box is displayed.

  2. From the Time Zone drop-down menu, select the desired time zone.

  3. Click Ok.

Campaign Management

The Campaign screen provides the following Campaign management features:

Run pick up changes

The Pickup Changes feature allows you to make modifications to a launched Campaign while messages are in the process of being deployed. These changes will then be applied to all unsent messages.

You must suspend the Campaign before you can run Pickup Changes. The only exception to this rule is an Event-triggered Campaign that uses Advanced Event Trigger as the Trigger Type; in that one scenario, you don't need to first suspend the Campaign before running Pickup Changes. 

Note: Any messages that have already been created and sent can't be retrieved.  

For Regular One-Off Campaigns, you can change the Campaign schedule and content; however, you can't change the Filter once the Campaign launches.

For Event-triggered and Date-triggered Campaigns, you can change any aspect of the Campaign, including the Audience Filter.

If your Campaign contains Cells and Splits, click 3. Setup and Launch Campaign.

To modify a launched Campaign:

  1. Make any necessary changes to the Campaign schedule and / or content, then click Save in the Tool Bar.

  2. Click Suspend Campaign at the bottom of the screen. A confirmation dialog box is displayed. Click Suspend.

  3. Now click Pickup Changes (alternatively select Pickup Changes from the Actions menu in the Tool Bar). Please note that this option is disabled if you don't first suspend the Campaign. A confirmation dialog box is displayed.

  4. Click Save then Pickup Changes or Pickup Changes without Saving. When the Pickup Changes process is completed, a notification is displayed at the top of the screen.

  5. Click Resume Campaign at the bottom of the screen to resume the Campaign with the changes made. A confirmation dialog box is displayed. Click Resume.

    To view the change log for this Campaign, including the date / time of the change and other details, click Versions tab in the Statistics and Progress section.

Copy a Campaign

From within the Campaign screen, you can copy an existing Campaign to use as the basis for a new Campaign:

  1. In the More Actions menu, click Copy Campaign. A Copy Campaign dialog box is displayed.

  2. Enter a name for the new Campaign.

  3. By default, the new Campaign will be saved in the same folder location as the base Campaign. Optionally, click the magnifying glass icon to browse to and select a different folder location.

  4. Click Copy Campaign. The system creates a copy of the current Campaign.

Delete a Campaign

When you delete a Campaign, the system moves it from its current folder location into the Recycling Bin, where it can optionally be restored if needed. If the selected Campaign is stored in a folder to which you don't have the proper access privileges, you won't be able to delete that Campaign.

From within the Campaign screen, you can delete a Campaign:

  1. In the More Actions menu, click Delete Campaign. A confirmation dialog box is displayed.

  2. Click Delete. The system moves the Campaign to the Recycling Bin.

Rename a Campaign

To rename a Campaign:

  1. In the Tool Bar, the name of the Campaign is displayed within a text field. Enter the new name within this field.

  2. Click Save.

View Campaign Details

To view detailed information about the Campaign:

  1. Click the icon next to the campaign name.

  2. The Item Details panel is displayed, which provides the following information:

    • Who created the item, and who modified it last.

    • A log of actions taken on the Campaign, including what the action was, when it was taken, and who performed the action.

    • A Related Items section that lists other items in the system that reference or utilize this Campaign.

    • The Campaign's folder location.

Change Campaign Type

From within the Campaign screen, you can switch the Campaign type between a Regular One-off Campaign and either form of triggered Campaign (Date-triggered or Event-triggered).

To change the Campaign type:

  1. In the More Actions menu, click Change Campaign Type. The Set Campaign Type pop-up window is displayed.

  2. Click the radio button for the desired Campaign type. A warning message is displayed within the pop-up window.

  3. Click Ok.   

Cells and Splits

Marketers often need to divide their Campaign Audience into smaller segments, or cells. You might need to do this in order to test the effectiveness of a particular marketing message, or because you need to use a different sending method, or schedule, for the different cells.

Messaging provides you with the ability to create complex, sophisticated ways of segmenting your Audience. The platform supports two different segmentation methods: A / B Testing and Split Cells.

Split Cells allow you to divide your Campaign Audience into different receiving groups, with or without the use of a "remainder" Audience. With Split Cells, you can create a complex hierarchy of nested cells, each of which is designated with a unique code that can be used elsewhere in the platform, such as reports, exports, and Filters. You can enter these cells directly into the user interface, or import them from a spreadsheet. This segmentation method can be used for testing purposes, although that's not really its primary intent, as this method won't calculate a "winner" like A / B Testing does. You can create cell variations by using different Title, Message and the Send Schedule.

Note: Split Cells are available in all Channels, and for all Campaign types. A / B Testing is available only for Regular One-Off Email Campaigns.

You can change your Campaigns to Cells ans Splits Campaign by selecting Cells and Splits from the More Actions menu.

For more information on configuring Split Cells, please see Split Cells.