How to send Triggered (Automated Push)?

Triggered campaigns in WebEngage are event-driven, automated messages targeted at users who perform a specific action on your app or website. These campaigns ensure that users receive contextual, personalized, and timely messages, increasing engagement and conversions.

Examples of trigger events:

• User login (user_login)

• Product added to cart

• Purchase completed (checkout_complete)

• Course enrollment

Triggered campaigns can be sent across all engagement channels - push, email, in-app messages, and SMS.

Prerequisites

Before creating a triggered push campaign, ensure the following are in place:

1. SDK Integration

   • Your mobile app is integrated with the WebEngage SDK.

   • The event you want to track (e.g., user_login) is being logged correctly.

2. Push Configuration

   • Firebase Cloud Messaging (FCM) is configured for Android.

   • Apple Push Notification Service (APNS) is configured for iOS.

3. Personalization Tokens

   • Identify any user attributes or event properties you plan to use for message personalization.

Creating a Triggered Push Campaign

Step 1: Navigate to Push Campaigns

• Go to Campaigns → Push in the WebEngage dashboard.

Step 2: Initiate Campaign Creation

• Click + Create to start a new campaign.

Step 3: Select Campaign Type

• Choose Triggered to ensure the campaign is sent automatically when the specified event occurs.

Step 4: Define Audience

• Select the segment of users to receive the push.

• Options:

  • Create a new segment

  • Use an existing segment

• Optionally, apply filters based on user behavior or attributes to narrow targeting.

Step 5: Set Event Trigger

• Specify the event that triggers the push (e.g., user_login).

• Optionally, refine triggers with event attribute filters to target specific user behaviors or contexts.

Step 6: Configure Delivery Timing

• Choose whether to send the notification immediately or add a delay (minutes, hours, days, weeks).

• You can also specify Start and End Dates for campaign activation and deactivation.

Step 7: Apply Frequency Capping & DND

• Set limits on how often a user receives notifications.

• Enable Do Not Disturb (DND) hours to prevent delivery during certain times.

Step 8: Design the Push Message

• Select a layout (Text, Image, Carousel).

• Compose the title and body of the message.

• Insert personalization tokens or event attributes for contextual messaging.

• Add an on-click deep link if the notification should open a specific app screen.

Step 9: Test the Campaign

• Use Send Test to preview the message.

• Test with a small segment or specific users to verify display and personalization.

Step 10: Launch the Campaign

• Once tested and ready, click Launch.

• The campaign will now automatically send notifications when users perform the trigger event.

Monitoring and Analysis

After launching, track performance using the WebEngage dashboard:

• Campaign Overview: Delivery rates, open rates, conversions.

• User Profiles: Individual user interactions with the campaign.

• Event Tracking: Correlate the trigger event (e.g., user_login) with engagement and campaign performance.