Campaigns

A campaign is defined course of notifications intended to increase conversion rates.

Creating a Campaign

To create a campaign:

  • Choose an audience
  • Choose a goal
  • Choose channels
  • Write a message
  • Setup delivery preferences
  • Launch

From the Campaigns page, click on New Campaign to get started.

Set Up Campaign & Choose an Audience

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First, give your campaign a name and, if you like, a description. Then choose your success metric. This will be used to calculate lift — the improvement rate attributable to receiving notifications.

The audience for your campaign can be based on:

If you need to target based on visitor properties, define a segment before creating your campaign.

Choose a Goal

The goal of a campaign is an event that you want the visitor to do, or a segment you want the visitor to be in.

When a visitor reaches the goal, they will no longer recieve notifications related to the campaign. Additionally, if you chose Conversion Rate as your Success Metric, reaching the goal of the campaign will be counted as a conversion.

Choose Channels

Decide which platforms should get the notifications:

  • Web
  • iOS
  • Android

(Only web is available currently.)

Write a Message

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First, configure the placement and look of your message by assigning at least one pair of Pods and Templates to the Campaign. If you don’t specify any Pods messages still will be delivered in a default overlay Pod using default Template.

Tip

You can also customize styling of the default overlay pod, if you don’t yet want to integrate pods into the page, but want to acquire your brand’s look and feel.

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Click Add Pod to open a list of Pods with a sublist of available Templates for each pod. Click on a Template under desired Pod to add their combination to the Campaign.

You can also assign Pods and Templates to each specific Variant to test performance of different message positioning or styling, or simply to add some variance. Variant settings will override Campaign level settings. To do so click on the checkbox.

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Use the editor to write your message text. This can include light markup, links, and variables.

Variables

Use the Variables button in the editor to insert the value of fixed properties. These can be any properties collected automatically by Intempt or custom properties. This is a good way to personalize message with things like the visitor’s name or location.

Inserted variables should normally have a fallback, or something that will display when the property isn’t present. For example, if you set up a message to include the user’s city name:

We’ve got the best deals in [fixed.geo.city.name]!

You are hoping the user sees something like:

We’ve got the best deals in San Francisco!

But if you set a fallback like your city, and the user’s ciy is unknown for some reason, at least the message will be:

We’ve got the best deals in your city!

To create a fallback for a variable, click the inserted placeholder and then Edit Fallback.

Variations

You can create more than one version of your message. These will be delivered at random, allowing you to A/B test your notifications.

Payload

Fixed property values can be attached as payloads to the notification. These do not appear anywhere in the notification to the user, but can be picked up on the front end by JavaScript.

Delivery Preferences

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Delivery preferences allow you to fine tune when your notifications are sent.

Notification Trigger

If you select a visitor does any action, the user will see the notifications immediately upon qualifying for the campaign (and any Delay). You can also specify an event to trigger the campaign.

Delay

You can set a delay between when a user qualifies and when they see the notification. If the user no longer qualifies for the notification before the delay completes, the notification will not be sent.

This is a good way to set up campaigns for things like viewed item but not added to cart:

  • Create a segment of people who have:
    • Viewed an item
    • Not added item to cart
  • Set a delay for some period (five minutes).
  • If the user views the item, they immediately qualify for the segment.
  • If they add to cart within five minutes, the notification is not sent.

Frequency Cap

If a user qualifies for a notification again after dismissing it, it will trigger again. But it’s important to not annoy your visitors with repeated messages.

Setting a frequency cap allows you to limit how often your user will see the notification. This can be period-based (for example, once an hour) or in total.

Delivery Window

The delivery window lets you specify days and times during the week when the campaign will be active.

Launch Campaign

Once you have finished creating your campaign, you can save it, launch it right away, or set Start and Stop dates.

Campaign Analytics

On the Campaign list page, each campaign has some analytics data available at a glance.

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To the right of each campaign name are the following metrics, for the life of the campaign:

  • sent – The number of notifications sent as part of the campaign.
  • viewed – The number of notifications seen by visitors.
  • clicked – The percentage of notifications clicked.
  • conversion – The number of conversion events divided by the number of people who have received notifications.
  • lift – The increase in the defined success metric (conversions, revenue, order size) over a control group.

Click on any campaign to view detailed analytics.

Campaign Overview

On the analytics view for a particular campaign, you’ll see an overview describing basic information about campaign performance:

  • number of visitors in the campaign
  • number of notifications sent
  • conversion rate
  • lift
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If you click on the colored bar, you’ll see success metrics:

  • Total conversions and lift
  • Average order and lift
  • Revene per visitor and lift
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Below that is an interactive chart that lets you choose a time period and success metric.

Funnels

A funnel is a way to view campaign analytics while filtering for visitors who have reached various steps along a conversion path.

For example:

You may have a campaign that begins when a visitor searches for a product, and ends when a purchase is made. Along the way, a vistor might follow a typical path of viewing a product page, adding a product to the cart, and so forth. If you want to see campaign analytics for each subgroup — visitors who have viewed the product, vistors who have viewed the product and then added it to the cart, and so forth — you can set up a funnel to do this.

Tip

Funnel views also give you a range of analytics data not available on the main campaign view. So even when you don’t need to follow a complicated visitor journey, setting up a simple funnel will provide a great deal of insight into the effectiveness of your campaign.

Tip

Best Practice

Set the first event in your funnel to something everyone will do, like tracker/visit. This will ensure you get access to all the funnel-specific data on the entire population campaign-eligible visitors.

Setting up a Funnel

Funnels are specific to individual campaigns, so to set up a funnel, click on the Funnels menu item when viewing an individual campaign, and then go to New Funnel.

Pick a name for your funnel and, if you like, give it a description.

Then, define your funnel by adding one or more event steps.

Funnel Analytics

From the list of Funnels, click on a specific Funnel to see analytics.

The first page shows a set of anayltics charts for those who have completed the first event in the funnel. Then, clicking on the left and right chevrons beside the graphs, you can see the same set of charts, filtered to only those visitors who have completed each subsequent step of the funnel.

Funnel Step Overview

The first graph for each funnel step displays a selected success metrics on a weekly basis over the ast six months (or, since the campaign started). This combines both controlled and treated conversions (conversion rate for those who saw the notifications and for those who didn’t). Below that are a few details about conversion within the time period.

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Past Week

Below the six-month overview is a breakdown of the previous week, showing conversion rates for treated and control populations overlaid, along with details listed.

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Variant Breakdown

Finally, on each step of the funnel, you can see notification delivery and lift details for each message variant.

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