Create a campaign as a push notification - step-by-step guide

You have two options for creating your campaigns:

• As a one-time campaign
• As an automated campaign

Both are possible in the form of an email, push notification, or SMS.
This article focuses specifically on push notifications.

One-time campaign | e.g., new products, Mother's Day, new opening hours, etc.

Automated campaign | e.g., birthday or immediately after a purchase

When does it make sense to create an automated campaign?

• Recurring events: Birthday greetings or anniversaries can be sent to customers automatically and personalized.
• After a specific trigger: Automated campaigns are useful when a thank-you message or a suggestion for complementary products needs to be sent after a specific event, such as a purchase.
• Maximize customer benefits: To optimize the customer journey, automatic reminders for bonus points, unredeemed rewards, or feedback surveys can be set up.
• Time savings: Automated campaigns save resources in the long term, as they only need to be set up once and can then be sent out without any further effort.
  
  

Step-by-step guide | Creating an automated campaign as a push notification for your customers' birthdays

 

 

1. & 2. Open campaign area

• In the main menu on the left, click on "Messages" and then on "Campaign."

3. Determine the type of campaign

• In the upper section, you can choose whether you want to send an email, a push notification, or a text message. 
• For this example, select "Send email. "

4. Determine the type of campaign

• You can choose between a one-time campaign (e.g., Advent or Easter) or an automated campaign (e.g., for birthdays).
• For this example, click on "Automatic Campaign."
  
  

5. Select the template type

• There are two tabs at the top of the window:
  • Pre-designed templates (standard templates).
  • My templates (my own templates, if already created).
• For this example, select the tab "Ready-made templates".
  

   

6. Browse the ready-made templates

• Choose from a variety of pre-built templates designed specifically for certain scenarios.
• Examples:
  • Point expiration: Reminder of points that will expire soon.
  • Point credit: Information about credited points.
  • 30 days of inactivity: Incentive for inactive customers to return.
  • Birthday message: Congratulatory message on the customer's birthday.

• For this example, select the "Birthday Message" tab.

Skip (optional):

• If you don't need a template, you can select the "Skip" option in the top right corner to create your own message from scratch.

7. Select "Birthday" as the trigger.

• Open the drop-down menu in the "Campaign trigger" section.
• Select "Birthday" from the list of available triggers.
• On the right, you can see a preview of the message.
• Click "Continue" to complete.

Other trigger options

In addition to birthdays, you can use the following triggers:

• Daily (time): Regular reminders.
• Purchase made: Messages after a purchase.
• Point change: Info about changes to the score.
• Inactivity: Recovering inactive users.
• After registration: Welcome message for new members.

These options enable flexible notification design to address various customer actions.

8. Configure the trigger

• • Select when the notification should be sent:
    • "On the birthday" or with a shift in days (e.g., a few days before/after the birthday).

9. Define the time interval

• • Specify how many days after the birthday a message should be delayed, if necessary.

10. Set a frequency control

• • Select "One-time" if the message should only be sent once per customer.

11. Save and continue

• • Click "Save as" to save the campaign as a template.
  • or "Continue" to complete the campaign.

12. Set campaign names

• Give the campaign an internal name that is visible in the dashboard.
• Example: "Birthday message."
  
  

13. Enter the title of the message

• • Come up with an appealing title for the notification.
  • Use placeholders to personalize the message. You can do this with the "Insert variable into message" option (15).
  • Example: Click on "Insert variable into message," select and paste it into the title:
    "🎁 Happy Birthday, !"

14. Create message text

• • Write the message that will be sent to the recipients.
  • Also use the "Insert variable into message" option (15) to add dynamic content, such as .
  • Example: "We wish you all the best on your birthday! 🎉".

15. Insert variable (optional)

• • Use the "Insert variable into message" button to add additional dynamic content such as the first name or age.

• Check preview:

  • On the right side, the message is displayed as a preview of how it will appear on the recipient's device. Check that the variables are displayed correctly.

• Save or send test message:

  • Select "Send test message" to check the message beforehand.
  • Alternatively, click "Save as" to save the message.

• Continue clicking:

  • Once all content has been finalized, click "Next" to select the recipients.

16. Open Advanced Options 

• • Click on the "Advanced" section to configure additional settings for the action when opening the push notification.

17. Define action on opening

• • Select what should happen when the user opens the push notification.
  • Examples:
    • Open message center: Takes the user to the message overview on their smartphone.

18. Save or test:

• • Send test message (bottom right): Send a sample notification to check how the message will appear to the recipient.
  • Save as draft: Save the current version of the message.

• Continue clicking (18):

  • Once all content and settings have been checked, click "Continue" to proceed to the recipient selection screen.

19. Select recipient

• • In the "Contacts" section, select who should receive the push notification:
    • All contacts: Sends the message to all saved recipients.
      But only on their birthday!

• • • Filtered contacts: Use filter options to select specific groups or segments.
  • "Estimated reach" shows how many recipients the message is expected to reach (e.g., 19 contacts).

• Review message (preview):

  • The preview of the notification as it will appear on the recipient's device is displayed on the right-hand side. Check the text, placeholders, and formatting.

20. Save or activate campaign

• • Save as: Select this option to save the campaign as a draft if you want to work on it later.
  • Activate: Click "Activate" to immediately launch the campaign and send the message to the selected recipients.

• Back or Next:

  • If changes are necessary, you can use "Back" to return to previous steps.
  • When the campaign is final, confirm activation and complete the process.

20. Send campaign:

• A pop-up window will appear with the message: "Your campaign is now ready to be sent!"
• Click "Save" to send the message.

Check success:

• After sending, you can view the status and statistics of the campaign in the campaign dashboard (e.g., delivered, opened, and clicked messages).