Support Home > Engagement Overview > Creating Engagement Campaigns

Creating Engagement Campaigns


Kochava Engagement provides a robust campaign creation and management tool. Campaigns can be created with specific goals in mind targeting very refined cohorts of users in order to maximize the effectiveness of each campaign.


Engagement Campaign Interface

  1. Log in to Kochava.
  2. Select Kochava Apps>Engagement.
  3.  

     

  4. Select Campaigns.
  5.  


Create a Push Campaign

NOTE: Engagement Push campaigns that are not activated may be saved as a draft and may be updated when needed.

 

WARNING: Clicking on Cancel at any time during the creation of a Push Campaign will erase any additions/changes that have been made to the campaign.

 

Description & Audience:

  1. Click Create a Campaign>Push Campaign.
  2. Enter a unique Campaign Name.
  3. Enter a campaign Description.
  4. Select Attribute Conversions on Push Open. (optional)
  5. NOTE: Selecting Attribute Conversions on Push Open enables reengagement to be attributed to the Kochava Push Network and associated to a specific push campaign. If a user opens a push message from a campaign with this box checked it will convert that user, this is important to note in case you are also running reengagement campaigns with other networks as it could skew the results of those campaigns if the same user is hit by both a push campaign and the reengagement network.

  6. Select Use Holdout Group to measure Lift. (optional)
  7. NOTE: Selecting Use Holdout Group to measure Lift provides the opportunity to set aside a percentage of users that would normally receive the push message but are intentionally not sent the message in order to measure lift.

  8. Enter a Holdout Audience Size (optional).
  9. NOTE: The Holdout Audience can be set from 1 percent to 50 percent. The Holdout Audience will be randomly selected from the available audience segment. The same holdout group will not be used for every campaign.

  10. Select a Trigger Type:
    • Scheduled
    • Event Triggered
  11. Select Target Audiences.

    NOTE: The audiences available for selection were created the in Engagement Audience tool or through Kochava Analytics. For more information about creating an Engagement Audience, refer to our Engagement Audiences support documentation.

    NOTE: Multiple Target Audiences may be added to a Push campaign.

    NOTE: Apps must have Engagement enabled within the Kochava UI. If an Target Audience is added where the associated app does not have Engagement enabled, before a campaign can be completed Push must be enabled. For more information about enabling Push, refer to our Create and Edit Apps documentation.

  12. Click Next.

 

A. Click Save as Draft to complete the campaign at a different time.
B. If Holdout Group is selected, enter a percentage of the audience to be set aside to calculate lift.


Segmentation:

Messages may be customized based on device properties such as geography, device type, device operating system or language. The options that are available for segmentation are dependent on the audience(s) selected. Segments can be reorganized by dragging and dropping the desired segment into the desired order.

  1. Click Enable Segmentation.
  2. Enter a unique Segment Name.
  3. Type the desired Language in the search box. Select to:
    • Include
    • Exclude
  4. Type the desired Country in the search box. Select to:
    • Include
    • Exclude
  5. Type the desired Device OS in the search box. Select to:
    • Include
    • Exclude
  6. Type the desired OS Version in the search box. Select to:
    • Include
    • Exclude
  7. Type the desired App in the search box. Select to:
    • Include
    • Exclude
  8. Click Apply.
  9. NOTE: There is no limit of the number of segments that may be created.

    NOTE: A default segment is created to serve as a catch-all for audience members that do not match the other segment definitions.

  10. Click Next.
  11.  

A. Segmentation Settings.
B. User Created Segments.
C. Default Segment.


Message:

The Messages section provides the ability to craft the default message or messages designed specifically for any created audience segments.

 

Default Message —

  1. Enter the Message Title.
  2. Enter the Default Message.
  3. Enter the Alternate Android Image URL. (optional)
  4. NOTE: Android allows alternative images to be used when an Engagement message is received. Before an alternative image may be used, specific code must be set up by the app developer. For more information on refer to our Push Notifications Android documentation.

  5. Enter a Deeplink.
  6. Enter a iOS Category. (optional)
  7. NOTE: The iOS Category corresponds to the category that may be sent with the iOS Push Notification Payload.

  8. Select Enable iOS Badging. (optional)
  9. NOTE: Badges are used by iPhone to indicate that a new push message is waiting. A white number with a red background in the upper right corner of the app icon is present when there is unread information.

     

     

    NOTE: A default message must always be created and will serve as a catch-all for any users that do not fall within the created segments.

     

Segment Messaging —

Specifically designed messages may be designed for each audience segment created.

  1. Enter the Message Title.
  2. Enter the Message text.
  3. Enter the Alternate Android Image URL. (optional)
  4. Enter a Deeplink.
  5. Enter a iOS Category. (optional)
  6. Select Enable iOS Badging. (optional)

 

A. Messaging designed for unique segments.

 

A:B Testing —

A:B testing provides the ability to create multiple messages for each audience segment in order to analyze performance and determine the highest performing message. By selecting A:B testing, an A and B message will be added to each segment including the default message. Up to 26 message variants may be added to each segment (A thru Z).

  1. Select Enable A:B Testing.
  2. Select Auto-Optimization:
    • Off — (default) No optimization will take place. The manual set message weight will remain constant.
    • Continuous — System constantly uses real-time feedback to adjust weighting based upon the individual open rates of each variant.
    • Progressive — System waits 48 hours, then adjusts weights based on the relative success rates of the variants. The system then re-adjusts every 24 hours until one variant has been weighted to 100%.
    • Full Redirect — System waits for 72 hours, then picks one variant as the “winner” and gives it 100% weighting.

    NOTE: If Auto-Optimization is enabled, the manual message weight option will be disabled.

  3. Enter (A) Message Title.
  4. Enter (A) Message.
  5. Enter the (A) Alternate Android Image URL. (optional)
  6. Enter a (A) Deeplink.
  7. Enter a (A) iOS Category. (optional)
  8. Select Enable iOS Badging (optional)
  9. Select a (A) Message Weight.
  10. Enter (B) Message Title.
  11. Enter (B) Message.
  12. Enter the (B) Alternate Android Image URL. (optional)
  13. Enter a (B) Deeplink.
  14. Enter a (B) iOS Category. (optional)
  15. Select Enable iOS Badging (optional)
  16. Select a (B) Message Weight.
  17. NOTE: The weight of each message may be set using either percentage or ratio. For example, Message A may have a weight of 75% and Message B a weight of 25%; Message A may be set to 3 and Message B may be set to 1. In this example, using either the percentage or ratio metrics will achieve the same outcome. Regardless of whether a percentage or ratio is entered into the weight field, a percentage value will be displayed below.

    NOTE: Up to 24 additional message variants may be added to a segment by Clicking Add Another Variant.

    NOTE: Variants may be copied in order to slightly alter and save time. In order to copy a variant, Click Variant Tools>Copy.

    NOTE: A variant may be added to all segments. Enter the applicable data, and Click the green “+” button to add the variant to each segment.

    NOTE: Variants may be deleted by Clicking Variant Tools>Delete.

     

A. Enter a message specifically for each variant.
B. Enter a Weight in either a percentage or ratio.
C. Clicking Add Another Variant will create an additional variant. Segments may contain up to 26 variants.

 

Send to Test Device —

During message creation, a test of the message may be sent to a device.

  1. Click the Message Tool Menu>Send to Test Device.
  2.  

     

  3. Select a Test Audience:
    • Target Audience
    • Device ID (e.g., IDFA, ADID)
    • NOTE: If an audience has been created in CSV format, a phone number may be entered in the Device ID field.

      NOTE: Telephone Numbers are required to follow E.164 formatting standard i.e., (208)555-1234 or +12085551234.

      NOTE: If an audience is selected which is associated with an app that does not have Engagement enabled, the test message will not be sent and an error will be provided.

     

     

  4. Click Send.

Schedule:

The Schedule tool provides the ability to determine when the campaign will begin and end, as well as how often the message(s) will be sent out and a cap on the number of times the message(s) will be sent to the user audience.

  1. Select the Schedule to Run:
    • Every 30 Min
    • Hourly
    • Daily
    • Weekly
    • Monthly
  2. Select the Day of the Week. (optional)
  3. Select a Campaign Start.
  4. Select a Campaign End.
  5. Select the Timezone.
  6. NOTE: The options available within Message Delivery Cap are dependent upon the Schedule selected.

  7. Select the No More Than frequency:
    • Once per Hour
    • Once per two Hours
    • Once per four Hours
    • Once per twelve Hours
    • Once per Day
    • Once per Week
    • Every other Week
    • Every three Weeks
    • Once per Month
    • Every Two Months
    • Once per Year
  8. NOTE: The Day of the Week option is only available if Schedule>Weekly is selected.

  9. Click Next.
  10.  

A. Day of the week selection. Only available if Schedule>Weekly is selected.


Confirm:

The confirmation page provides an opportunity to review all of the settings for the Engagement Push Campaign prior to saving.

  1. Update any campaign or segment details as needed.
  2. Click Save.

 

A. The date the campaign will go live.
B. Campaign segment details.

WARNING: If errors exist within the campaign it cannot go live, and notifications will be provided identifying the error(s). While errors exist in the campaign, it cannot be saved; a campaign with errors can only be saved as a draft.

 

A. Errors in Engagement Campaign.
B. Link to address error.

Once the campaign has been saved, a notification will be displayed confirming that the Engagement campaign has been saved. Clicking Done! will automatically navigate the user to the Campaigns Overview page.

 


Create a SMS Campaign

Twilio Integration:

In order to create an SMS Campaign within Kochava Engagement, Twilio credentials must be associated with each app (app must be Push enabled) in your account that will run SMS Campaigns. Provide the following required information to your Client Success Manager and we will take care of the rest.

  • Twilio Account SID (e.g., ‘ACXXXXXXX’)
  • Twilio From Phone Number (e.g., ‘14150000000’)
  • Twilio Authentication Token (e.g., ‘Basic QUM4MmQwXXXXXXXXXXOTc3OWUyYw==’ )

NOTE: Engagement SMS campaigns that are not activated may be saved as a draft and may be updated when needed.

 

WARNING: Clicking on Cancel at any time during the creation of a SMS Campaign will erase any additions/changes that have been made to the campaign.

 

Description & Audience:

  1. Click Create a Campaign>SMS Campaign.
  2. Enter a unique Campaign Name.
  3. Enter a Campaign Description.
  4. Select Use Holdout Group to measure Lift. (optional)
  5. NOTE: Selecting Use Holdout Group to measure Lift provides the opportunity to set aside a percentage of users that would normally receive the SMS message but are intentionally not sent the message in order to measure lift.

  6. Enter a Holdout Audience Size.
  7. NOTE: The Holdout Audience can be set from 1 percent to 50 percent. The Holdout Audience will be randomly selected from the available audience segment. The same holdout group will not be used for every campaign.

  8. Select the Target Audience(s).
  9. NOTE: The audiences available for selection were created the in Engagement Audience tool or through Kochava Analytics. For more information about creating an Engagement Audience, refer to our Engagement Audiences support documentation.

    NOTE: Multiple Target Audiences may be added to a SMS campaign.

    NOTE: Apps must have Engagement enabled within the Kochava UI. If an Target Audience is added where the associated app does not have Engagement enabled, before a campaign can be completed SMS must be enabled. For more information about enabling SMS, refer to our Create and Edit Apps documentation.

  10. Click Next.
  11.  

    A. Click Save as Draft to complete the campaign at a different time.
    B. If Holdout Group is selected, enter a percentage of the audience to be set aside to calculate lift.


Message:

The Messages section provides the ability to craft the default message or messages designed specifically for any created audience segments.

 

Message —

  1. Enter the Message.
  2. NOTE: The SMS message has a maximum limit of 160 characters.

  3. Enter a Destination.
  4. NOTE: Destinations should be in an http or .com schema to ensure hyperlink recognition within messaging apps.

  5. Click Next.
  6.  

 

A:B Testing —

A:B testing provides the ability to create multiple messages for each audience segment in order to analyze performance and determine the highest performing message. By selecting A:B testing, an A and B message will be added to each segment including the default message. Up to 26 message variants may be added to each segment (A thru Z).

  1. Select Enable A:B Testing.
  2. Enter (A) Message.
  3. Enter a (A) Destination.
  4. Select a (A) Message Weight.
  5. Enter (B) Message.
  6. Enter a (B) Destination.
  7. Select a (B) Message Weight.
  8. NOTE: Destinations should be in an http or .com schema to ensure hyperlink recognition within messaging apps.

    NOTE: The weight of each message may be set using either percentage or ratio. For example, Message A may have a weight of 75% and Message B a weight of 25%; Message A may be set to 3 and Message B may be set to 1. In this example, using either the percentage or ratio metrics will achieve the same outcome. Regardless of whether a percentage or ratio is entered into the weight field, a percentage value will be displayed below.

    NOTE: Up to 24 additional message variants may be added to a segment by Clicking Add Another Variant.

    NOTE: Variants may be copied in order to slightly alter and save time. In order to copy a variant, Click Variant Tools>Copy.

    NOTE: Variants may be deleted by Clicking Variant Tools>Delete.

  9. Click Next.
  10.  

    A. Enter a message specifically for each variant.
    B. Enter a Weight in either a percentage or ratio.
    C. Clicking Add Another Variant will create an additional variant. Segments may contain up to 26 variants.

Send to Test Device —

During message creation, a test of the message may be sent to a device.

  1. Click the Message Tool Menu>Send to Test Device.
  2.  

     

  3. Select a Test Audience:
    • Target Audience
    • Enter a Phone Number
    • NOTE: Telephone Numbers are required to follow E.164 formatting standard i.e., (208)555-1234 or +12085551234.

      NOTE: If an audience is selected which is associated with an app that does not have Engagement enabled, the test message will not be sent and an error will be provided.

     

     

  4. Click Send.

Schedule:

The Schedule tool provides the ability to determine when the campaign will begin and end, as well as how often the message(s) will be sent out and a cap on the number of times the message(s) will be sent to the user audience.

  1. Select the Schedule:
    • Daily
    • Weekly
    • Monthly
  2. Select the Day of the Week. (optional)
  3. Select a Campaign Start.
  4. Select a Campaign End.
  5. Select a Time Zone.
  6. NOTE: There may be targeted devices within your audience that are outside of your selected time zone.

  7. Select the message frequency No More Than:
    • Once per week
    • Every other week
    • Every three weeks
    • Once per month
    • Every two months
    • Once per year
  8. Click Next.
  9.  


Confirm:

The confirmation page provides an opportunity to review all of the settings for the Engagement SMS campaign prior to saving.

  1. Verify the campaign settings.
  2. If needed, update the campaign information.
  3. NOTE: The campaign breadcrumb menu may be used to quickly navigate to different locations within the SMS campaign.

  4. Click Save.
  5.  

    A. Campaign breadcrumb menu may be used to quickly navigate to a location within the campaign to update.

 
 

Last Modified: Oct 16, 2018 at 10:45 am