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[Update] Analyze and Optimize your Customer Journeys with Flows Visualization and Versioning

  • UPDATED: 20 July 2023
  • 6 minread
[Update] Analyze and Optimize your Customer Journeys with Flows Visualization and Versioning
Reading Time: 6 minutes

Today’s consumers expect great personalization from the brands they interact with. MoEngage’s Personalization Pulse Check report found that over 12% of consumers switch brands when they receive irrelevant communication.

To keep communication relevant and create better experiences, marketers and product managers need to stay in touch with customer journeys. MoEngage Flows, our customer journey orchestration platform, enables you to build journeys that cover every aspect of the lifecycle and deliver personalized experiences to each customer. Flows simplifies campaign creation and management via automated customer journeys and gives you clear insights about what works and what doesn’t.

We’re excited to share two new additions to MoEnage Flows: Visualization and Versioning. These features will help you analyze and optimize your customer journeys more granularly than ever before. Let’s take a deeper look!

What’s New

The new Flows Visualization and Versioning will help you optimize your Flows to create better experiences for your customers.

You can step into any customer’s metaphorical shoes to understand the journey from their point of view. You can also experiment with different Flow setups and analyze the performance of each one. This will increase your efficiency and help you make the most out of your MoEngage setup.

Flows Visualization

What is Flows Visualization?

This is a gif showing how Flows Visualization works

With Flows Visualization, you can pick any customer and visualize the path they have taken in your planned customer journey. This will help you understand any gaps they’re facing, or figure out why they’re receiving campaigns in a particular order.

By viewing real-time information about how each customer engages with your campaign, you can validate your campaign ideas and perform root-cause analysis for any problematic or underperforming Flows.

This feature helps you answer questions such as:

  • Why did some customers not qualify for a Flow?
  • Why did a customer receive a Flow campaign when they shouldn’t have?

You can shadow customer journeys, i.e., follow the path taken by any individual to see first-hand the reasons for churn rather than making assumptions about what they could be. You can check whether Flow settings such as entry criteria, triggers, and scheduling work as expected.

Flows visualization gives you a real-time view of individual customer behavior. You don’t have to rely on any assumptions about the performance of a Flow, and you can quickly understand what changes need to be made. You can also confidently create multi-channel customer journeys, a strategy often avoided because of the associated complexity.

How Does it Help?

This is an image of the benefits of Flows Visualization

When you’re analyzing your published campaigns, the macro-data of the customer journey can help you understand the campaign’s performance and trends to one extent. But for more thorough analyses, you’ll need to look at individual customers’ data to figure out how they reacted to campaigns and the next steps they’ve taken.

By stepping into the customer’s metaphorical shoes, you can gain a whole new perspective on the campaign from the customer’s point of view. This helps you identify patterns that cause churn and find its root cause.

Suppose you know that there is a particular customer who isn’t receiving campaigns or a group of customers who are receiving irrelevant campaigns. In that case, you can analyze the reason using Flows Visualization. Based on these analyses, you can figure out whether a campaign is performing as it is meant to, and whether your intended audience is receiving your campaigns.

Benefits for Your Brand

With the new Flows Visualization, you can:

  1. Unlock crystal-clear clarity
    Get a view of any Flow under the hood, and better understand how customers engage with your campaigns and Flows.
  2. Debug on the go
    Identify the gaps in a published Flow through an in-depth and real-time view of customer behavior.
  3. Say goodbye to assumptions
    When a Flow doesn’t perform as expected, you can leverage Flows Visualization to understand the reason rather than relying on assumptions about customer behavior.
  4. Improve operational efficiency
    Troubleshoot your customer journeys as and when any issues crop up without relying on customer support teams. This decreased resolution time directly translates into improved operational efficiency.

Once you’ve identified issues and areas of improvement for a particular Flow, you can leverage our next new capability — Versioning — to deploy it and improve your campaigns.

Flows Versioning

What is Flows Versioning?

This is an image describing what Flows Versioning means

You no longer need to create a new Flow or duplicate an existing one to make changes to a published Flow. With Flows Versioning, you can edit published Flows by adding/removing/changing elements, parameters, and configurations and publish these as a new “version” of the Flow.

This increases your efficiency when experimenting with multiple customer journeys and declutters the whole process.

It also gives you clear insights into the performance of each version, allowing you to choose the best version.

How Does it Help?

Edit and experiment with your Flows
Flows Versioning lets you edit and experiment with customer journeys by quickly modifying customer paths and studying the reactions to each change.

Consolidated Flow Analytics
You can view the performance of multiple versions of your Flows from one place for a consolidated view.This is an image of Flows visualization and versioning clutter free analytics

 

Audit logs for more clarity on changes made
It’s very difficult to keep track of duplicated Flows owned by different teammates. With this new capability, you can see audit logs to see who has edited a particular Flow in the past, and also find out the exact changes each one has made.This is an image of Flows Visualization and Versioning audit logs

Benefits for Your Brand

With Flows Versioning, you can react much faster to your customer’s behavior. Your analysis of customer paths can lead to instant edits and improve the overall experience. It creates a positive impact on the number of customers who go through the Flow. Chances of drop-off are reduced with each improvement you make. You can also:

  1. Rapidly experiment, iterate, and improve
    You can run more experiments for each Flow and optimize every customer journey to deliver the best possible experience.
  2. Edit and optimize Flows with ease
    With Flows Versioning, you can make changes to any published Flows without duplicating or creating new Flows from scratch. These new versions can be published immediately or saved for later use.
  3. View clutter-free analytics
    This update gives you improved analytics and data on each Flow’s performance. This will help you make better decisions to improve and optimize your customer journeys.

How to Leverage Visualization and Versioning

Use Cases for Retail

Let’s say that a marketer at a retail brand is running an abandoned cart campaign, but conversions are very low. To understand why the campaign isn’t performing as expected, the marketer can use Flows Visualization to get a view under the hood and see how customers are engaging with and navigating the published Flow.

Based on the insights gained from this analysis, the marketer can decide what changes to make to the Flow to improve conversion rates. Assuming this is a campaign that relies only on one channel, the marketer decides to introduce multiple other channels to increase variety.

Using Flows Versioning, the marketer can create a new, optimized version of the Flow with a multi-channel approach. They can also add an A/B test to experiment and understand which channel performs better.

Once the new version is published, the marketer can understand customer behavior using Flows Visualization, and if any changes are required, make them via a third version. In this manner, marketers can continuously iterate, experiment, and optimize customer journeys.

Use Cases for Banking

Imagine a Fintech brand running an onboarding campaign, where the marketer realizes that many customers are dropping off without completing the Flow. This is directly hampering all related metrics, such as the acquisition rate. The marketer can then leverage Flows Visualization to put themselves in the customer’s shoes to understand how customers are engaging with the onboarding Flow. This will help them figure out why the onboarding Flow is leading to drop-offs.

Using Flow Visualization, the marketer is able to identify that drop-offs are occurring due to a personalization issue and low campaign delivery rates. They can now make changes to the onboarding Flow using Versioning. This updated version of the onboarding Flow will have better acquisition rates.

Towards Better Engagement

Flow Visualization and Versioning help you deliver a comfortable experience to maximize engagement and conversions. With the insights you get from individual customer paths using Flow Visualization, you can immediately implement changes to the customer journey using Flows Versioning.

This helps you deliver a personalized, hassle-free customer experience that goes a long way toward building loyalty.

Reach out to your CSM to get this enabled for you, or click here for a quick demo !

Increase Your Website Conversions With On-Site Messaging Pro

OSM Pro is an upgrade to MoEngage's existing feature: On-site Messaging.

  • UPDATED: 18 July 2023
  • 4 minread
Increase Your Website Conversions With On-Site Messaging Pro
Reading Time: 4 minutes

There are over 1.13 billion websites today. And around 71% of businesses have their website. In a fast-paced digital world, it is essential to realize that just website traffic is not going to help scale your organization. Brands need to ensure that these website visits translate into conversions, retention, high opt-ins for brand communications, and low cart abandonment.

So, how do you do so many things through your website? The answer is simple: personalized engagement and interactive messaging.

Presenting, MoEngage’s On-site Messaging (OSM) Pro!

What Is On-site Messaging Pro (OSM)?

OSM MoEngage

To put it simply: OSM is a valuable feature for brands who want to engage with their website visitors by capturing their attention and encouraging them to take specific actions.

OSM can offer promotions, provide important information, or encourage customers to sign up for newsletters or create an account. By placing pop-ups on your website, you, as a brand, can increase the chances of visitors taking the desired actions and ultimately improve your conversion rates.

By strategically placing pop-ups on your website, you can increase the chances of visitors taking the desired actions and ultimately improve your conversion rates.

However, it’s essential to use on-site messaging tools sparingly and ensure that they don’t detract from the customer experience or appear too intrusive, as this can have a negative impact on the brand’s reputation.

Why OSM Pro?

50+

In-built & ready-to-use
templates*

33+

Customisable elements to choose from

79%

Customers prefer personalized messages

*Brands can also create and customize their own templates

Impact of OSM Pro on Brands

MoEngage messaging on site

  • Improved website conversions: With OSM Pro, brands can now personalize on-site messaging and improve their engagement with website visitors. This includes encouraging customers to sign up, create accounts, or make purchases, leading to improved conversions and revenue.
  • Improved customer experience and product discovery: OSM Pro enables businesses to provide personalized and engaging on-site messaging, improving customer experience and helping them discover new product catalogs with non-intrusive sticky banners and pop-ups. This also includes promoting customer retention through advanced features like gamification, surveys, relevant offers/promotions, and other interactive elements.
  • Reduced time to go live and reduced tech dependency: With OSM Pro’s industry-best drag-and-drop builder and ready-to-use templates, businesses can create and publish personalized pop-ups within minutes, reducing the time and effort required to create effective campaigns and reducing dependency on tech teams.

Why Do Brands Need OSM Pro?

Gamification On Site Messaging

Our next-gen drag-and-drop campaign builder is the industry best, featuring 30+ elements that make creating pop-ups a breeze. Additionally, MoEngage offers 50+ use-case-based templates, custom campaign settings, gamification, and responsive template capabilities. With this feature, you can create and publish personalized on-site messages within minutes.

  • The best editor in town: Our next-gen drag-and-drop builder quickly creates hyper-targeted messages, through 30+ elements to choose from, that are on-brand, mobile responsive, and personalized for your website visitors. Add text, forms, surveys, videos, cart buttons, timers, progress bars, and more with a simple drag and drop!
  • Responsive templates capabilities: Choose elements and templates that are responsive across devices like tablets, mobile devices, and desktops!
  • 50+ purpose-built use-case templates: Save time and effort with over 50+ functional out-of-the-box templates, eliminating the need to start from scratch!
  • Complete customization: Apart from the read-made templates and in-built functions, brands can apply their own custom CSS to match their brand guidelines and maintain consistency throughout their website. You can also add your own HTML components instead of choosing the elements offered!

How Can Brands Use MoEngage OSM Pro?

onsite messages

With the upgraded OSM Pro, brands can now use this channel for multiple ways to help them enhance their brand recall and promote exciting offers, information, and surveys!

  1. Gather leads: Use personalized pop-ups and promotions to encourage customers to share their information and generate more MQLs/leads through your website.
  2. Recover abandoned carts: Recover lost sales and boosts revenue by sending personalized abandoned cart reminders, offering discounts on abandoned products, showing limited stock pop-ups, creating urgency, etc.
    Cart Abandonement
  3. Recommend products: Provide personalized product recommendations using varied in-built onsite-messaging templates based on customer information to increase purchase probability and improve customer satisfaction.
  4. Announcements: Brands can now create targeted onsite messages to promote new product launches, generating excitement and driving sales through personalized communication to interested customers.
  5. Gamification: Brands can gamify their messaging to achieve a range of marketing goals and create a more memorable customer experience. OSM Pro can be used to increase customer engagement, improve retention, and drive conversions.

Conclusion

generate leads with Moengage

OSM Pro will help enable businesses to provide personalized and engaging on-site messaging, improving customer experience and helping them discover new product catalogs, and promoting customer retention through advanced features like gamification, surveys, relevant offers/promotions, sticky banners, and other interactive elements. With the help of personalized on-site messaging, brands can engage website visitors and encourage actions like signing up, creating accounts, or making purchases, leading to improved conversions and revenue, when used strategically, without being too intrusive.

Brands can use the OSM Pro merged with MoEngage’s Insights-led Customer Engagement Platform to improve every aspect of engagement, conversion, and retention.

Transform your website into a conversion engine with MoEngage’s upgraded OSM, which has been engineered to boost engagement and drive revenue like never before! Contact us here or get in touch with your favorite MoEngage account manager now!

[Product Updates] The Latest Feature Announcements and Updates from Jan and Feb 2023

  • UPDATED: 15 June 2023
  • 4 minread
[Product Updates] The Latest Feature Announcements and Updates from Jan and Feb 2023
Reading Time: 4 minutes

“People will forget what you said, people will forget what you did, but people will never forget how you made them feel.” – Maya Angelou (Civil rights activist)

This quote perfectly captures the essence of customer engagement and the power of creating meaningful connections with your customers. At MoEngage, we understand the significance of customer engagement and are constantly working to help you build those connections. We’re excited to announce that our team has been tirelessly developing new features to help you ace your customer engagement efforts.

Here’s a quick highlight:

  1. New SDK to support opt-ins for Android 13
  2. Say hello to the much-awaited Resubscribe API
  3. Creating segments is more seamless than ever
  4. New entry and scheduling setting in Flows
  5. Keeping up with Android 12 template changes
  6. Introducing Analyze for Segmentation

New SDK to Support Opt-ins for Android 13

This is an image of a new SDK update

With Android 13, apps must request their customers to opt-in to receive push notifications from the brand.

To help you with the Android 13 changes and drive opt-ins for push notifications, we have released a new Android 13 SDK that equips you to:

  • Get higher opt-ins with two-step opt-ins and self-handled opt-in methods.
  • Analyze push permission opt-in status as a customer attribute.
  • Analyze the reachability of push notifications.
  • Improve delivery funnel accuracy by excluding opt-outs.

Learn more

Say Hello to the Much-awaited Resubscribe API

This is an image of the resubscribe API update

MoEngage resubscribe API lets you simultaneously resubscribe customers who had previously unsubscribed on both MoEngage and an external email vendor platform.

With this feature, you can reset the customer preferences on MoEngage and simultaneously, with a single API call, send a call to your Email Service Provider (ESP) such as SendGrid (and others), to remove the email address from their suppression list. This helps you save time and reduce manual efforts by resubscribing customers on multiple environments with a single API call.

Learn more

Creating Segments is More Seamless than Ever

This is an image of seamless updates to segment

We have introduced new features to make your customer segmentation experience richer and simpler. Here’s everything you need to know:

  • New All Segments Page: Get a unified view of all the custom segments created or imported into MoEngage on one page. Perform the desired action or navigate to the details page for each segment with just a click.
  • File Segment: Upload a file and create a File segment from the All Segments page. You can also view the status of the file being uploaded. You can also add, remove and replace customers from an existing File segment.
  • New Segment Details page: View, edit history, reachability count, sample customers, and do much more for each segment.

Learn more

New Entry and Scheduling Setting in Flows

This is an image about the update to Flows on entry and scheduling

New entry settings for Flows give you greater control over your omnichannel customer journeys, enabling you to specify the entry criteria, date, and time when customers can start engaging with your flow:

  1. On Event Trigger: You can automatically set up a flow to be triggered when a customer performs a particular action or exhibits a specific behavior.
  2. On Flow Exit: Connect multiple flows and set entry criteria based on when a customer exits another flow.
  3. Improved Flow Scheduling: Trigger your flows immediately, or set a start and end date for it to run. Additionally, you can limit the times a customer engages with your flow by specifying the number of times they enter it.

Learn more

Keeping Up with Android 12 Template Changes

This is an image of Android 12 template changes

Android 12 brings multiple UI and design upgrades, which change the appearance and behavior of custom notifications. MoEngage Android 12 SDK now supports Android 12 UI changes for all our push templates.

Here is what has changed for Android 12 push templates:

  • Design improvements in line with new Android 12 UI changes: Rounded edges, improved padding and white spaces, font and image scaling improvements.
  • Change of dismissal behaviors: Now you can configure a dismiss button from the dashboard instead of the cross icon for sticky notifications, creating a more user-friendly experience
  • Enhanced previews: Previews for Android 12 devices with two different types of device sizes and OEM combinations to better understand device behavior.

All templates are configurable from the dashboard with out-of-the-box configurations and previews for speedy and reliable campaign creation.

Learn more

Introducing Analyze on Segmentation

This is a gif of product updates from MoEngage

You can now instantly analyze a customer segment from the “Create segment” page. This will save you the effort of moving to the Analyze pages and creating a query from scratch. You can run different analyses: Behavior, Funnels, Retention, Session and Source, User Paths, and RFM, with just a click.

Learn more

If you’d like to know more about these features or want to get started using them, drop us a note at [email protected]. And if you’re new to MoEngage, schedule a personalized walkthrough of our platform.

[Product Updates] All the Latest Feature Announcements and Updates from Dec 2022

  • UPDATED: 16 June 2023
  • 4 minread
[Product Updates] All the Latest Feature Announcements and Updates from Dec 2022
Reading Time: 4 minutes

“Brands will dig into and leverage their data to deliver a long-awaited next-level customer service experience” – Forbes

The statement above is one of the seven key customer-experience-related predictions for 2023 by Forbes. And we can’t agree more! But before we delve into that, please accept our warm wishes and compliments for the new year 2023 from the entire MoEngage team! ❤️

We believe 2023 will see the rise of a new breed of consumers who will have higher expectations in terms of customer experience throughout their buyer journey. And to enable brands like you to champion just that, we have been working hard on some of our new ground-breaking products. Here’s a quick highlight:

  • Smart Recommendations: AI-powered recommendation engine
  • MoEngage App Marketplace: All your favorite apps in one place
  • More partner integrations in store: Zapier, Adjust, and Hightouch
  • Radius Filter to Recommendations

Smart Recommendations: AI-powered recommendation engine

This is an image of AI powered recommendations

Smart Recommendations is an AI-powered product recommendation engine from MoEngage! It enables brands to deliver hyper-personalized, contextual recommendations to customers across their journey.

In near real-time, brands can suggest relevant products to customers across channels — based on their preferences, buying behavior, and shifting patterns and delight them by:

  1. Simplifying product discovery
  2. Offering a personalized shopping experience
  3. Delivering a seamless buying journey

This is an image of smart recommendations

With Smart Recommendations, brands can amplify their business growth by:

  • Boosting revenue
  • Increasing average order value and LTV
  • Improving conversion rates
  • Reducing cart abandonment
  • Influencing usage, driving retention, and more

Read more

MoEngage App Marketplace: All your Favorite Apps in One Place

This is an image of MoEngage App Marketplace

Build a powerful customer engagement stack by discovering and integrating with apps that fit your unique business needs with the help of MoEngage App Marketplace. The marketplace essentially provides a curated ecosystem of technology partners/apps to help customers integrate, customize, and amplify their customer engagement and product development initiatives.

For partners, it’s a great platform to build, publish apps and drive the visibility of those. Visit our App Marketplace today!

Why MoEngage App Marketplace:

  • Discover verified partners
  • Experience seamless integration
  • High-quality and secure apps
  • Make an informed decision

Learn more

More Partner Integrations in Store: Zapier, Adjust, and Hightouch

MoEngage + Zapier: Extend MoEngage’s Value Using Tools/Apps on Zapier!

This is an image of the MoEngage Zapier integration

The MoEngage + Zapier integration enables you to extend MoEngage’s value by connecting your account to various 3rd party destinations/tools/apps listed on Zapier’s marketplace, such as Google Workplace, Slack, Salesforce, WordPress, etc., to automate your workflow and derive more value.

Read more

MoEngage + Adjust: Analyze your Install Data and Create Impactful Campaigns

This is an image of the MoEngage Adjust integration

The MoEngage and Adjust integration lets you import non-organic install attribution data to segment more intelligently within your lifecycle campaigns.

Read More

MoEngage + Hightouch: Build Better Campaigns with Up-to-date Customer Data!This is an image of the MoEngage Hightouch integration

The MoEngage and Hightouch integration allows you to build better campaigns on MoEngage with up-to-date customer data from your data warehouse. By automatically syncing customers into MoEngage, you no longer need to worry about data consistency and can focus on building customer experiences.

Read More

Radius Filter on Recommendations Launched

This is an image of the MoEngage Radius Filter

Now, you can leverage ‘location’ as an attribute to filter out items and create product recommendations. These recommendations can then be triggered to customers through campaigns across channels.

For example, if you wish to filter restaurants where the restaurant’s location is within 5000 meters of your customer’s location, you can now filter the location attribute with the required value.

Read more

If you’d like to know more about these features or want to get started using them, drop us a note at [email protected]. If you’re new to MoEngage, you can schedule a personalized walkthrough of our platform.

MoEngage and mParticle Team Up to Simplify Data-driven Personalization

  • UPDATED: 16 December 2024
  • 4 minread
MoEngage and mParticle Team Up to Simplify Data-driven Personalization
Reading Time: 4 minutes

Today, a marketing campaign is considered ineffective without personalization. According to a SmarterHQ study, 72% of consumers engage with messages that are personalized and tailored to their interests.

As a marketer, you are aware of the importance of personalization in campaigns. But there are instances where you must have struggled to leverage it fully. One of the common reasons why personalization does not work well is due to a lack of unified data. You might gather a lot of data from various channels but hit a roadblock while combining it to derive actionable insights from it. The lack of enriched data impacts the personalization strategy.

That’s why MoEngage has partnered with mParticle to build a bi-directional integration that simplifies personalization for omnichannel marketing.

mParticle is the largest independent Customer Data Platform (CDP) that integrates data and orchestrates it across different channels, partners, and systems. This data is then forwarded to partners like MoEngage seamlessly without extra data tracking efforts.

MoEngage is an intelligent customer engagement platform that enables your brand to personalize every customer interaction, drive engagement retention, and increase customer lifetime value (LTV).

How does the integration work?

A bidirectional integration for data-driven personalization
A partnership to help you personalize better

This bi-directional integration allows customer event attributes and enriched attributes in mParticle to flow to MoEngage, and vice versa.

  • Inbound Integration: Allows MoEngage to forward all campaign data generated to mParticle.
  • Outbound Integration: All the user data that you send to mParticle will be sent to MoEngage via server-to-server APIs.

“MoEngage is committed to making the lives of customer-obsessed marketers simpler. This integration helps you take advantage of the data customers share with brands to deliver relevant marketing. This partnership with mParticle will help you use two award winning technologies to power through personalized marketing programs.”
-Sanjay Kupae, Head of Alliances, MoEngage

Create actionable audience segments with mParticle’s Audiences

With the latest update, our integration with mParticle also supports mParticle’s Audiences. This feature helps create audience segments inside mParticle by defining certain parameters, which you can forward to MoEngage.

The feature also supports A/B testing, allowing you to split the audience segments into test groups, helping you identify the best-performing campaign.

How can your brand benefit from data-driven personalization?

Benefits of the mParticle integration

This bi-directional integration will help you to:

  • Analyze customer behavior accurately: mParticle will collect commerce attributes such as event counts and occurrences across different channels, while MoEngage helps to understand consumer behavior, trends, user paths, and affinities.
  • Target the right customers: You can segment customers by behavior or preferences by leveraging customer data from mParticle. MoEngage creates predictive segments, affinity scores, and churn risks so that you can leverage this for targeted campaigns.
  • Personalize experiences: You can use the interest and intent data from every customer touchpoint to send the right message at the right time and capture your customers’ micro-moments.

You will also be able to:

  • Enrich mParticle customer data with campaign data from MoEngage events such as notifications clicked, emails clicked, and SMS clicked to be used for optimizing ML algorithms.
  • Forward Conversion Events like Purchases Made, Song Played, Bill Payment Done, etc., from MoEngage to external analytics tools.
  • Set up MoEngage data tracking with a few clicks by forwarding all data from mParticle.

“Personalization needs to be consistent across every customer touchpoint, or you risk losing customers. By integrating customer data from different systems, we empower marketers to leverage it to power omnichannel personalization. The integration with MoEngage makes it easy to track customer journeys and interests and execute rich personalized marketing across digital touchpoints.”
-Jake Dell’Aquilla, Head of Technology Partnerships, mParticle

Conclusion: Take your personalization strategy to the next level

Data plays a significant role in personalization. It helps you to personalize your communication at every stage of the customer’s journey — from creating brand awareness to remarketing, retaining, and converting them into brand advocates. It also has to be consistent across all channels. The richer the data, the better your personalization strategy.

The bi-directional integration between MoEngage and mParticle empowers you to take your data-driven personalization strategy to the next level and grow your business. We hope you are able to implement your campaigns seamlessly.

LEARN MORE        GET A DEMO

 

Further reading

  1. Discover the power of personalization in push notifications
  2. A recipe for perfect customer experiences driven by analytics
  3. A data-driven approach to mobile app retention for eCommerce
  4. How to use data-driven marketing to boost user engagement
  5. A strategic partnership to help personalize your emails

Ace Every Marketing Campaign with Advanced Segmentation Capabilities

  • UPDATED: 21 July 2023
  • 5 minread
Ace Every Marketing Campaign with Advanced Segmentation Capabilities
Reading Time: 5 minutes

Every day, customers are inundated with a barrage of emails, app notifications, and messages. While brands personalize their campaigns, only 40% of customers1 find them relevant to their tastes and interests. Most of these messages end up in the trash folder or are ignored. At the same time, customers are also actively searching for brands that offer what they need. Up to 91% said2 they would shop with brands that offer relevant recommendations.

Relevant messaging and personalization go hand-in-hand with audience segmentation. Brands need to categorize customers into different segments based on parameters like their demography, psychography, purchasing habits, and behavior.

Segmented campaigns record 100% higher opens and 27X greater click-through rates than non-segmented ones. In fact, studies show that segmented campaigns can improve a brand’s revenue growth by 760%3.

But there’s no one-size-fits-all approach to segmentation. Segmentation differs for every use case. Additionally, traditional segmentation methods are manual and based on hypotheses, which makes them error-prone.

As brands scale, the need for a comprehensive customer engagement platform that offers robust segmentation capabilities becomes evident. The platform needs to segment customers automatically and empower brands to engage with customer segments using relevant messaging. Here’s a quick look at each of the segmentation capabilities available with MoEngage.

1. Identify How Customers Are Feeling

This is an image of MoEngage Segmentation Capabilities like RFM

With RFM segmentation, you can group customers into different segments based on their recency, frequency, and monetary value of transactions. This will help you automatically identify customers who are most potential loyalists, likely to churn, about to sleep, need attention, or champions of your product.

Use this information to craft relevant campaigns that cater to their needs. For example, use RFM segmentation to identify customers who are price sensitive and send them a bigger discount campaign. At the same time, send a re-engagement campaign to customers who are about to sleep.

2. Understand How They Progress in the Journey

This is an image of segment transitions

Check Segment Transitions to understand how many customers have moved from one RFM segment to another. For example, you can check how many customers have moved from ‘about to sleep’ to ‘recent users’, signaling that a campaign you sent out might be working well.

On the other hand, a large number of customers moving from ‘potential loyalist’ to ‘about to sleep’ would signal that this customer segment isn’t being engaged in the right way. This segment needs immediate attention.

3. Read Between the Lines

This is an image of MoEngage segmentation capabilities like affinity segmentation

Identify customers who have an affinity for certain products and segment customers based on whether they’ve predominantly performed an action. MoEngage Affinity Segments allow you to go beyond demographic and geographic segmentation to understand which customers have an affinity for certain actions, products, or services.

This enables brands to automatically analyze the overall interests, preferences, and lifestyles of customers to understand their overall identities. Brands can use this information to identify things like:

  • Which customers might like listening to Madonna
  • Which customers enjoy spending via credit cards as the month ends
  • Which customers prefer booking staycations for long durations
  • Which customers like to shop for shoes from a particular brand

4. Create Insightful Segments with Actionable Analytics

This is an image of actionable behavior analytics

Create segments directly from the results of your campaign analytics. Leverage sophisticated analytical models such as Behavior Analytics to tap into customer behavior, understand how customers move between funnel stages using Funnel Analytics, and figure out what makes them stay on or drop off with Retention Analysis.

From these analytics, you can create segments with just one click and start sending out engaging campaigns for each segment.

Learn how Wakefit, India’s leading D2C brand leverages behavioral analytics to increase revenue 2X. Read now –>

5. Go One Step Deeper with And/Or Segmentation

This is an image of AND/OR segmentation capabilities

For complex business logic, you can create segments with AND/OR in tandem with customer attributes and events. It helps you build a deep segment for hyper-relevant campaigns. Use ‘AND’ to include customers with two or more similar attributes and ‘OR’ to reach customers who meet at least one condition from a group of conditions. For example, an E-commerce company that wants to run a luxury membership enrolment campaign can segment customers based on the following conditions:

  • Reside in metropolitan cities
  • Income is above 50 lakhs
  • Placed at least 500 orders last year
  • Avg order price was above 10,000
  • Predominantly opened the app in the last three months

6. Create Complicated Segments with Ease Using Nested AND/OR Filters

This is an image of recursive segmentation

Combine multiple customer attributes, customer activity markers, affinity rules, and custom segments using Nested AND/OR conditions. Create robust, complex customer segments with ease.

This means that, along with (A and B and C and D), and (A or B or C or D), you can also create segments that satisfy the following configurations:

  • (A and B) or (C and D)
  • (A or B) and (C or D)
  • (A or B) and C and D
  • (A and B) or C or D

For example, you can create segments with specific criteria such as:

Age is between 20-25 AND Income is above $40,000 AND Has placed at least 10 orders in the past month

OR

Age is between 25-30 AND Income is above $70,000 AND Has placed at least 25 orders in the past 2 months

OR

Age is above 20 AND Has placed at least 50 orders in the past 4 months AND total spend value greater than $10,000

OR

Belongs to custom (uploaded) segment.

7. Segment your Segments with Recursion

Create segments within segments using MoEngage’s Recursive Segmentation. This helps brands create micro-segments for specific behaviors. You can add up to three levels of recursion. Use this feature to:

  • Send discounts to customers who have earlier received discount campaigns
  • Offer loans to customers who have earlier taken loans

Why MoEngage Segmentation Capabilities Are Great for B2C Marketers

Now that you’ve understood the different ways you can leverage segmentation using MoEngage, here’s a quick look at what makes stands the platform apart:

  1. You get two months of data retention for free, which can be extended up to three years.
  2. You can create unlimited filters based on event and customer attributes.
  3. You can use exclusion filters to exclude particular customers from campaigns.
  4. You can also segment customers based on aggregated attributes, such as customers who have spent a total of $1000 in the past month, etc.
  5. We provide a lot more date filters for all possible use cases around date and time.

Like MoEngage’s segmentation capabilities? Get in touch or schedule a quick demo.

[Product Updates] The Latest Feature Announcements and Updates From Oct and Nov 2022

  • UPDATED: 10 July 2023
  • 4 minread
[Product Updates] The Latest Feature Announcements and Updates From Oct and Nov 2022
Reading Time: 4 minutes

The last few months have been exciting for the MoEngage community! We hosted our flagship #GROWTH Summits 2022 in India and UK. These power-packed events brought together leaders and industry experts from across the world under one roof to network, learn, and together drive customer engagement and growth in a digital-first world.

We also took this opportunity to deliver and showcase some of our latest ground-breaking new products to you. In case you missed them, here’s everything new:

  • MoEngage Personalize
  • Google Ads Audience Sync
  • Cards for Web
  • Aggregation Filter in Segmentation
  • Nested AND/OR in Segmentation
  • Next Best Action in Flows

MoEngage Personalize

This is an image of MoEngage Personalize

Using a no-code visual builder, Personalize lets you easily personalize the website experience for each customer according to their preferences, affinities, behavior, and in-session context. This allows you to delight customers with curated, personalized experiences to maximize conversions.

With Personalize, you can craft dynamic and hyper-personalized customer experiences across their website by personalizing every component – text, images, banners, sections, CTA’s, and buttons and publish them within minutes.

This is an image of web personalization for Oct and Nov 2022

We are opening up beta access to a select few customers.

If you’re interested, you can sign up here.

Learn More

Google Ads Audience Sync

Google Ads Audiences sync is an all-new native channel released by MoEngage. It enables you to sync customer data and segments to your Google Ads account from your MoEngage dashboard and uses these segments in your advertising and re-engagement campaigns across the Google Ads ecosystem.

This is an image of Google Ads update

With this native integration with Google Ads, you can:

  • Create, add, or delete audiences in your Google Ads Account on the go using MoEngage.
  • Re-target and re-engage audiences on Google Ads based on customer behavior, events and actions.
  • Add audiences to Google Ads directly from Flows.
  • Improve customer acquisition by sending customer segments to Google Ads and creating similar audiences.

With Google Ads Audience Sync, creating omnichannel connected experiences is much easier.

Learn More

Cards for Web

Cards for Web is a brand new way to communicate your best products and offers with your customers. It’s a great way to stay connected with your customers and actively engage with them, even if customers have opted out of other communication channels.

This is an image of cards for web update

With Cards for Web, you can connect with your customers on your website and communicate offers, promotions, and updates based on web activity, past behavior, and customer affinity.

Learn More

Aggregation Filter in Segmentation

The Aggregation Filter lets you create deeper customer segments using aggregates such as sum, average, min, etc., on event attributes. You can aggregate any numeric attribute over a period of time and create segments based on value or even compare the aggregated values to filter out the right customers.

This is an image of aggregate filters update

For example, you can segment:

  • Customers who purchased at least five products in the last three days, with a total amount spent greater than 5000
  • Customers who completed at least 50 payments last month, and the total amount spent increased by at least 25% compared to the month before

Learn More

Nested AND/OR in Segmentation

​​You can combine multiple customer property rules, activity rules, affinity rules, and custom segments using the AND or OR conditions to create a robust and complex customer segment.

This is an image of advanced segmentation

For example, along with (A and B and C and D) and (A or B or C 0r D) type of segments, you can also create:

  • (A and B) or (C and D)
  • (A or B) and (C or D)
  • (A or B) and C and D
  • (A and B) or C or D

Learn More

Next Best Action in Flows

This is an image showing next best action update for Oct and Nov 2022

Next Best Action (NBA) uses Sherpa AI to analyze historical engagement behavior, select an optimal per-person channel, and send time for each customer. NBA eliminates the guesswork and engages customers at the right place, at the right time, every time.

When used in a flow, NBA makes “on-the-fly” decisions for each customer depending on their past behavior and channel preference, creating a hyper-personalized flow for each customer.

With Next Best Action in Flows, here is what you get:

  • Remove the Guesswork: You need not depend on assumptions or the leading trend among customers to decide when to send or which channel to go with. Sherpa AI does this for you.
  • Maximize Engagement and Reduce Costs: Using Next Best Action, you can simultaneously optimize campaigns on two key parameters (channel and time). This helps improve engagement and reduce campaign costs.
  • Optimize Based on Customer Behavior: NBA continuously optimizes itself based on the customers’ recent engagement trends to decide the best channel and time.

Read More

If you’d like to know more about these features or want to get started using them, drop us a note at [email protected]. And if you’re new to MoEngage, schedule a personalized walkthrough of our platform.

MoEngage Inform: Una nueva infraestructura de mensajería transaccional en tiempo real para marcas

  • UPDATED: 12 June 2024
  • 8 minread
MoEngage Inform: Una nueva infraestructura de mensajería transaccional en tiempo real para marcas
Reading Time: 8 minutes
👉 Download and share this PDF about MoEngage Inform with your team!

En el vertiginoso mundo digital actual, las plataformas de mensajería forman parte de la vida cotidiana.

Los consumidores confían en múltiples canales de mensajería, desde WhatsApp hasta el correo electrónico y los SMS, para recibir alertas transaccionales críticas de las marcas.

Los consumidores de todo el mundo esperan respuestas inmediatas y actualizaciones sobre eventos importantes al alcance de su mano.

Pero construir un sistema de mensajería fiable, escalable y seguro es más fácil de decir que de hacer.

A medida que las organizaciones crecen, las necesidades de mensajería y comunicación se vuelven más complejas.

La incorporación de múltiples canales requiere un equipo dedicado a mantener y actualizar las infraestructuras de mensajería. La integración de distribuidores y proveedores de canales requiere unas 8 semanas de esfuerzos de ingeniería.

Aquí es donde entra MoEngage Inform.

¿Qué es MoEngage Inform?

MoEngage Inform es una infraestructura de mensajería unificada que le permite crear y gestionar alertas transaccionales en todos los canales a través de una única API.

Con MoEngage Inform, las marcas pueden enviar mensajes importantes a los clientes en tiempo real. Esto incluye alertar a los clientes cuando llega un paquete, enviar OTPs para aprobar transacciones o iniciar sesión de forma segura, actualizaciones de la llegada del taxi o solicitudes de restablecimiento de la contraseña.

¿Por qué hemos creado MoEngage Inform?

1. Mantener un sistema de mensajería requiere un importante ancho de banda de ingeniería

Tenemos un micro-servicio de notificaciones. Es “no esencial” para nosotros. Tenemos nuevas funciones planificadas cada trimestre y, a menudo, es necesario realizar cambios que requieren ciclos de prueba e implementación. Me gustaría sustituir este sistema por una infraestructura de notificaciones fácil de usar sin tener que dedicar ancho de banda de desarrollo para construirla y mantenerla permanentemente

Los equipos centrados en el producto no tienen control sobre el contenido o la lógica de las alertas transaccionales en las infraestructuras de mensajería actuales.

La configuración de nuevas alertas, edición o actualización de alertas existentes, obtención de datos de rendimiento, adición de nuevos canales y optimización de alertas para nuevas plantillas: los sistemas de mensajería actuales requieren que el equipo de ingeniería intervenga para todo lo anterior y más.

Con las actividades principales que surgen con frecuencia, los equipos de ingeniería suelen verse forzados a quitar prioridad a estas solicitudes.

Si sólo los comandos sudo funcionaran irl 🥲. Franja relevante de XKCD:

 

 

sudo make me a sandwich XKCD
Credits: XKCD

2. Falta de datos e insights sobre los mensajes transaccionales

Interacción inspirada en insights es el enfoque de los profesionales de marketing moderno para conseguir el customer engagement. Enviar comunicaciones a los clientes sin Insights es como correr una maratón con los ojos vendados: es muy probable que se tope con obstáculos y perjudique sus objetivos generales.

Los equipos de Producto y Marketing necesitan tener un fácil acceso al rendimiento de las alertas, cómo reaccionan los clientes a ellas y qué impacto tienen las alertas en las métricas de negocio como LTV, ingresos o retención.

Pero cuando la recopilación de datos e insights requiere la participación de funciones con plazos ajustados, como la de Ingeniería, se crean fricciones. Las fricciones provocan retrasos. Y los retrasos conducen a la pérdida de oportunidades de crecimiento.

3. Experiencias recurrentes y rotas de los clientes y falta de una visión unificada

No recibimos alertas para cuando las notificaciones críticas se rompen a menos que nuestros clientes nos digan que no recibieron una actualización

¿Sabía que el 22% de los consumidores se frustran cuando las marcas les envían demasiados o muy pocos mensajes? De hecho, los consumidores se frustran menos cuando las marcas no personalizan sus experiencias que cuando se pierden las alertas esenciales (fuente).

Dado que los mensajes transaccionales están separados de los mensajes promocionales, no existe una visión unificada de todas las alertas y notificaciones recibidas por los clientes. Por ello, los equipos no pueden identificar si un cliente ya ha recibido una alerta en un canal y no impiden automáticamente que el mismo mensaje pase a otros canales.

Esto conduce a experiencias rotas y a clientes frustrados que recordarán su marca por razones equivocadas.

4. La infraestructura de mensajería es compleja y costosa de construir

Desarrollar y mantener un motor de notificaciones es más fácil de decir que de hacer. Marketing, Diseño, Producto, e Ingeniería, para asegurarse de que el motor de notificación funciona sin problemas. Con las limitaciones de ancho de banda de desarrollo, hacer un sistema de entrega de notificaciones fiable significaba reescribir el servicio repetidamente cada 6 meses o 1 año

Construir un motor de notificaciones fiable y de alto rendimiento requiere múltiples iteraciones. Los sistemas de mensajería modernos deben evolucionar con las preferencias de los consumidores y equipar a los responsables de marketing y a los propietarios de productos para enviar notificaciones personalizadas sin molestar a los clientes.

Además, la infraestructura debe poder escalar sin esfuerzo para poder añadir sin problemas nuevos canales de comunicación como WhatsApp Business a su estrategia multicanal.

¿Por qué las marcas necesitan MoEngage Inform?

Si al leer los puntos anteriores usted asintió con la cabeza mientras decía “humm…”, nuestra última función, MoEngage Inform, será una bocanada de aire fresco.

Con MoEngage Inform, usted puede crear y gestionar alertas transaccionales en todos los canales a través de una única API.

MoEngage Inform ahorra tiempo, es fiable, puede escalar con un esfuerzo mínimo y proporciona Insights significativos para ayudarle a aumentar sus métricas de North Star.

Esto es lo que hace que MoEngage Inform sea la infraestructura de mensajería más fiable para las empresas:

  • Plug and play: MoEngage Inform se adapta perfectamente a su estructura actual con un mínimo esfuerzo de ingeniería.
  • Mejore la experiencia del cliente: Con Smart Orchestration, deje de enviar la misma alerta varias veces en diferentes canales si un cliente ya ha interactuado con su mensaje.
  • Multicanal: Envíe alertas importantes a través de múltiples canales como Correo Electrónico, Notificaciones Push Móviles, SMS, WhatsApp, Notificaciones Push Web, Mensajes In-app, y más, a través de una sola API.
  • Visión unificada: Analice todas las alertas en una ubicación centralizada e impulse la colaboración entre múltiples funciones: Marketing, Diseño, Producto e Ingeniería. Obtenga una visión completa de la lógica, contenido y tiempo de las alertas que están en curso, sobre la marcha.
  • Configuración única: La API Inform se configura una sola vez y no necesita verificaciones periódicas por parte del equipo de ingeniería, lo que libera sus recursos y su ancho de banda.
  • Envío en tiempo real: La API Inform de MoEngage está construida para ofrecer alta velocidad y fiabilidad. Con un mensaje promedio entregado en menos de 5 segundos, sus clientes recibirán las alertas importantes a tiempo.
  • Seguro, escalable y fiable: Dado que la API Inform es parte del ecosistema MoEngage, se adhiere a cumplimiento global y regulaciones como GDPR, CCPA, ISO 27001:2013, SOC 2 Tipo 2, CSA STAR, y más. Con MoEngage Inform, usted puede agregar sin inconvenientes nuevos canales o proveedores, y cambiar entre los proveedores sin tener que volver a implementar el código.
  • Rentable: El envío de alertas en múltiples canales conlleva un aumento de los costos, especialmente cuando un cliente ya ha recibido una alerta en un canal, y usted continúa enviando mensajes en otros canales. La API MoEngage Inform reduce los gastos innecesarios al detenerse automáticamente una vez que el cliente se involucra o convierte.
  • Personalización integrada: Con MoEngage Inform, usted puede enviar alertas importantes a través de los canales.

¿En qué se diferencia MoEngage Inform de las infraestructuras actuales?

Sin MoEngage Inform, los equipos de ingeniería necesitan construir y mantener varias APIs y trabajar con diferentes proveedores para cada canal de comunicación.

Por lo general, la construcción de alertas transaccionales para cada canal requiere un flujo de trabajo dedicado, lo que hace que todo el proceso sea difícil y consuma mucho tiempo para escalar.

Este es el panorama de los sistemas de mensajería actuales:

Y así es como funciona la API MoEngage Inform:

Con una única API y una única configuración, usted puede establecer una infraestructura de mensajería fiable y escalable para enviar alertas transaccionales críticas a sus clientes.

Con MoEngage Inform, usted puede agregar nuevos canales de comunicación en minutos, cambiar sin problemas entre los proveedores y gestionar las alertas en múltiples canales.

La API MoEngage Inform se integra con todos los canales de comunicación disponibles y es compatible con más de 30 proveedores de servicios, con SDKs disponibles en los principales idiomas.

La Lógica de Prioridades de MoEngage Inform le permite establecer reglas tales como preferencias de canal y prioridad de envío. También le ofrece la flexibilidad de añadir declaraciones condicionales para definir la lógica de prioridad.

Puede actualizar/editar fácilmente el contenido y el diseño de los mensajes con las plantillas prediseñadas de MoEngage y los editores WYSIWYG en las Notificaciones Push, Correos electrónicos y Mensajes de texto (SMS).

¿Cómo pueden las marcas utilizar MoEngage Inform?

Servicios Financieros y Fintech

  • Prevención de fraudes y alertas de seguridad
  • Alertas de transacciones (dinero cargado/acreditado)
  • Actualizaciones de transferencias bancarias
  • Límite de sobregiro/retiro alcanzado

Medios de comunicación y entretenimiento (OTT) y publicaciones digitales

  • Alerta de compra o actualización de suscripción
  • Mensaje de caducidad de la prueba
  • Creación o adición de un nuevo perfil
  • Actualizaciones de resultados en directo

Estilo de vida y Salud y Fitness

  • Alerta de caducidad de prueba o de suscripción
  • Logros de fitness (como 10k pasos registrados)
  • Mensaje de bienvenida al registrarse
  • Descenso de pulsaciones o niveles de oxígeno
  • Alertas de ambiente ruidoso

Venta minorista y comercio electrónico

  • Confirmaciones de pedidos
  • Actualizaciones y alertas de envío
  • OTPs para recibir paquetes
  • Alerta de pago fallido

Telecomunicaciones

  • Notificaciones de límite de datos
  • Alertas de caducidad de prueba o suscripción
  • Actualizaciones de roaming internacional

Edtech

  • Curso completado
  • Alerta de curso comprado
  • Expiración de prueba o suscripción

Viajes y Hotelería

  • Cambio o actualización de vuelos
  • Confirmación y llegada de taxi
  • Alertas de disponibilidad de mesas

Conclusión

La creación de una infraestructura de mensajería transaccional con MoEngage Inform le garantiza un sistema fiable, escalable y seguro, a la vez que mantiene un control total sobre la funcionalidad. Esto le permite enfocarse en sus ofertas principales en lugar de construir una infraestructura de backend para que pueda enviar alertas transaccionales importantes sin romper las experiencias de los clientes.

MoEngage Inform es una solución de mensajería transaccional “todo en uno” para las alertas transaccionales de su marca en múltiples canales a través de una sola API.

Las marcas pueden utilizar la API Inform combinada con la plataforma de Interacción con el Cliente Inspirada por Insights de MoEngage para dar soporte a todas sus notificaciones y campañas transaccionales y obtener una visión holística del proceso de sus clientes.

Si ya es cliente, póngase en contacto con su Gestor de Éxito de Clientes favorito para obtener acceso anticipado a MoEngage Inform. Si es nuevo en MoEngage, conéctese con un experto para aprender más aquí.

MoEngage Inform: Uma Nova Infraestrutura de Mensagens Transacionais em Tempo Real para Marcas

  • UPDATED: 12 June 2024
  • 8 minread
MoEngage Inform: Uma Nova Infraestrutura de Mensagens Transacionais em Tempo Real para Marcas
Reading Time: 8 minutes
👉 Download and share this PDF about MoEngage Inform with your team!

No mundo digital acelerado de hoje, as plataformas de mensagens são essenciais para a vida cotidiana.

Os consumidores contam com vários canais de mensagens, de WhatsApp a e-mails e SMS, para receber alertas transacionais importantes das marcas.

Consumidores em todo o mundo esperam respostas imediatas e atualizações sobre eventos importantes na ponta dos dedos.

Mas é mais fácil falar do que fazer quando se trata de construir um sistema de mensagens confiável, escalável e seguro

À medida que as organizações crescem, as necessidades de mensagens e comunicação tornam-se mais complexas. Adicionar vários canais requer uma equipe dedicada para manter e atualizar as infraestruturas de mensagens. A integração de fornecedores e provedores de canais precisa de cerca de 8 semanas de esforços de engenharia.

É aqui que entra o MoEngage Inform.

O que é o MoEngage Inform?

O MoEngage Inform é uma infraestrutura de mensagens unificadas, que permite que as marcas criem e gerenciem alertas transacionais entre canais, por meio de uma API.

Usando o MoEngage Inform, as marcas podem entregar mensagens importantes aos clientes em tempo real. Isso inclui alertar os clientes quando um pacote chega, enviar OTPs para aprovar transações ou fazer login com segurança, atualizações de chegada de táxi ou solicitações de redefinição de senha.

Por que construímos o MoEngage Inform?

1. A manutenção de um sistema de mensagens requer uma largura de banda de engenharia significativa

Temos um microsserviço de notificação. não é essencial para nós. É ‘não essencial’ para nós. Temos novos recursos planejados a cada trimestre e, muitas vezes, precisam ser feitas alterações que exigem ciclos de teste e implantação. Eu gostaria de substituir este sistema por uma infraestrutura de notificação fácil de usar sem ter que dedicar constantemente largura de banda de desenvolvimento na construção e manutenção.

As equipes centradas no produto não têm controle sobre o conteúdo ou a lógica dos alertas transacionais nas infraestruturas de mensagens atuais.

Configurar novos alertas, editar ou atualizar alertas existentes, buscar dados de desempenho, adicionar suporte a novos canais e otimizar alertas para novos modelos – os sistemas de mensagens atuais exigem que a equipe de engenharia intervenha para todos os itens acima e muito mais.

Com as atividades principais surgindo com frequência, as equipes de engenharia muitas vezes são forçadas a diminuir a prioridade dessas solicitações.

 

 

sudo make me a sandwich XKCD
Credits: XKCD

2. Falta de dados e insights sobre mensagens transacionais

Engajamento Inspirado por Insights é a abordagem do profissional de marketing moderno para o Engajamento eficiente do cliente. Enviar comunicação aos clientes sem insights é como correr uma maratona com os olhos vendados – é muito provável que você esbarre em obstáculos e prejudique seus objetivos gerais.

As equipes de produtos e marketing precisam ter acesso fácil ao desempenho dos alertas, sabendo como os clientes reagem a eles e qual o impacto que os alertas têm nas métricas de negócios, como LTV, receita ou retenção.

Mas quando a coleta de dados e insights requer o envolvimento de funções com prazos estendidos, como Engenharia, isso cria atrito. Atrito leva a atrasos. E atrasos levam à perda de oportunidades de crescimento.

3. Experiências de cliente recorrentemente interrompidas e falta de uma visão unificada

Não recebemos alertas quando notificações críticas são interrompidas, a menos que nossos clientes nos digam que não receberam uma atualização.

Você sabia que 22% dos consumidores ficam frustrados quando as marcas enviam mensagens demais ou de menos? Na verdade, os consumidores ficam menos frustrados quando as marcas falham em personalizar suas experiências do que quando perdem alertas importantes. (fonte)!

Como as mensagens transacionais são isoladas das mensagens promocionais, falta uma visão unificada de todos os alertas e notificações recebidos pelos clientes. Com isso, as equipes não conseguem identificar se um cliente já recebeu um alerta em um canal e não impedem automaticamente que a mesma mensagem passe para outros canais.

Isso leva a experiências ruins e clientes frustrados que se lembrarão de sua marca pelos motivos errados.

4. A infraestrutura de mensagens é complexa e cara de construir

Desenvolver e manter um mecanismo de notificação não é tão simples quanto parece. Você precisa coordenar várias funções – Marketing, Design, Produto e Engenharia, para garantir que o mecanismo de notificação funcione perfeitamente. Com restrições de largura de banda de desenvolvimento, criar um sistema de entrega de notificação confiável significava reescrever o serviço repetidamente a cada 6 meses ou 1 ano.

Construir um mecanismo de notificação confiável e de alto desempenho requer várias iterações. Os sistemas de mensagens modernos precisam evoluir com as preferências do consumidor e equipar os profissionais de marketing e proprietários de produtos para enviar notificações personalizadas notificações personalizadas.

Além disso, a infraestrutura deve ser dimensionada sem esforço para que você possa adicionar facilmente novos canais de comunicação, como o WhatsApp Business, à sua estratégia omnichannel.

Por que as marcas precisam do MoEngage Inform?

Se você está balançando a cabeça afirmativamente enquanto diz “hmm..” ao ler os pontos acima sobre o nosso recurso mais recente, o MoEngage Inform, verá que ele será uma alento.

Com o MoEngage Inform, você pode criar e gerenciar alertas transacionais em todos os canais por meio de uma única API.

O MoEngage Inform economiza tempo, é confiável, pode ser dimensionado com esforço mínimo e fornece insights significativos para ajudá-lo a aumentar suas métricas North Star.

 

Veja o que torna o MoEngage Inform a infraestrutura de mensagens mais confiável para empresas:

  • Plug and play: o MoEngage Inform se ajusta perfeitamente à sua pilha existente com o mínimo de esforço de engenharia.
  • Melhore a Experiência do Cliente: Com o Smart Orchestration, pare de enviar o mesmo alerta várias vezes em diferentes canais se um cliente já tiver interagido com sua mensagem.
  • Multicanal: Forneça alertas importantes por meio de vários canais, como e-mail, notificações push móveis, SMS, WhatsApp, notificações push da Web, mensagens no aplicativo e muito mais, por meio de uma única API.
  • Visão unificada: Analise todos os alertas em um local centralizado e promova a colaboração em várias funções – Marketing, Design, Produto e Engenharia. Obtenha visibilidade completa da lógica, do conteúdo e do tempo dos alertas que estão funcionando, em qualquer lugar.
  • Configuração única: O API Inform é uma API de configuração única e não precisa de check-ins regulares da equipe de engenharia, liberando seus recursos e largura de banda.
  • Entrega em tempo real A API do MoEngage Inform foi desenvolvida para alta velocidade e confiabilidade. Com uma mensagem média entregue em menos de 5 segundos, seus clientes receberão alertas críticos a tempo.
  • Seguro, Escalável e Confiável: Como a API do Inform faz parte do ecossistema MoEngage, ela observa  conformidade e regulamentações globais como GDPR, CCPA, ISO 27001:2013, SOC 2 Tipo 2, CSA STAR e muito mais. Com o MoEngage Inform, você pode adicionar facilmente novos canais ou fornecedores e alternar entre os fornecedores sem precisar reimplantar o código.
  • Custo benefício: O envio de alertas em vários canais gera aumento de custos, especialmente quando um cliente já recebeu um alerta em um canal e você continua enviando mensagens em outros canais. A API MoEngage Inform reduz gastos desnecessários parando automaticamente assim que seu cliente se engaja ou converte.
  • Personalização integrada: Com o MoEngage Inform, você pode enviar alertas relevantes entre os canais.

Como o MoEngage Inform é Diferente das Infraestruturas Atuais?

Sem o MoEngage Inform, as equipes de engenharia precisam construir e manter várias APIs e trabalhar com diferentes fornecedores para cada canal de comunicação.

Na maioria das vezes, a criação de alertas transacionais para cada canal requer um fluxo de trabalho dedicado, tornando todo o processo difícil e demorado para escalar.

Veja como são os sistemas de mensagens atuais:

E, aqui está como a API do MoEngage Inform funciona:

Com uma única API e uma configuração única, você pode configurar uma infraestrutura de mensagens confiável e escalável para enviar alertas transacionais críticos para seus clientes.

Com o MoEngage Inform, você pode adicionar novos canais de comunicação em minutos, alternar facilmente entre fornecedores e gerenciar alertas em vários canais.

A API do MoEngage Inform se integra a todos os canais de comunicação disponíveis e oferece suporte a mais de 30 provedores de serviços, com SDKs disponíveis nos principais idiomas.

A lógica de prioridade do MoEngage Inform permite que você defina regras como preferências de canal e priorização de entrega. Também oferece flexibilidade para adicionar instruções condicionais para definir a lógica de prioridade.

Você pode atualizar/editar facilmente o conteúdo e o design da mensagem com os modelos pré-construídos da MoEngage e os editores WYSIWYG em notificações push, e-mails e mensagens de texto (SMS).

Como as Marcas Podem Usar o MoEngage Inform?

Serviços Financeiros e Fintech

  • Prevenção de fraudes e alertas de segurança
  • Alertas transacionais (dinheiro debitado/creditado)
  • Atualizações de transferência eletrônica
  • Limite de cheque especial/retirada atingido

Mídia e entretenimento (OTT) e publicações digitais

  • Compras de assinatura ou alerta de atualização
  • Mensagem de expiração da avaliação
  • Novo perfil criado ou adicionado
  • Atualizações de pontuação ao vivo

Estilo de Vida e Saúde e Boa Forma

  • Alerta de expiração da avaliação ou assinatura
  • Marcos de condicionamento físico alcançados (como 10k passos registrados)
  • Mensagem de boas-vindas ao se inscrever
  • Queda nos batimentos cardíacos ou nos níveis de oxigênio
  • Alertas de ambiente altos

Varejo e E-commerce

  • Confirmação de Pedido
  • Atualizações e alertas de envio
  • OTP para receber pacotes
  • Alerta de falha no pagamento

Telecomunicação

  • Notificações de limite de dados
  • Alertas de expiração de avaliação ou assinatura
  • Atualizações de roaming internacional

Edtech

  • Curdo concluído
  • Alerta de compra de curso
  • Expiração de avaliação ou assinatura

Viagens e Hospedagem

  • Alteração ou atualizações de voo
  • Confirmação e chegada do táxi
  • Alertas de disponibilidade de tabela

Conclusão

A construção de uma infraestrutura de mensagens transacionais com o MoEngage Inform garante que você tenha um sistema confiável, escalável e seguro, mantendo o controle total sobre a funcionalidade. Isso permite que você se concentre em suas principais ofertas em vez de construir uma infraestrutura de back-end para que possa fornecer alertas transacionais críticos sem interromper as experiências do cliente.

O MoEngage Inform é uma solução completa de mensagens transacionais para os alertas transacionais da sua marca em vários canais por meio de uma única API.

As marcas podem usar a API Inform combinada com a Plataforma de Engajamento de Consumidores Inspirada em Insights da MoEngage para dar suporte a todas as suas notificações e campanhas transacionais e obter uma visão holística da jornada de seus clientes.

Se você já é cliente, entre em contato com seu Gerente de Sucesso do Ciente para obter acesso antecipado ao MoEngage Inform. Se você é novo na MoEngage, conecte-se com um especialista para saber mais aqui.

Make Your Customers Feel Loved with Special Date Filters

  • UPDATED: 19 July 2023
  • 4 minread
Make Your Customers Feel Loved with Special Date Filters
Reading Time: 4 minutes

Did you know birthday emails generate 179% more unique clicks, 342% higher revenue, and 481% more transaction rates than other promotional rates? Similarly, 21% of invoices get paid on the first automated email reminder. 20% pay after the second reminder, and over 32% pay after the third reminder.

Special date campaigns allow marketers to send personalized messages to customers on their birthdays and anniversaries. You can also use them to remind customers to pay bills or renew their subscriptions.

Introducing Special Date Filters

We’ve introduced a new feature called Special Date Filters to help you segment customers based on special date and time attributes. The platform provides different frequency options marketers can configure to reach/engage the audience. Marketers can set filters for a specific hour, weekday, month, date of the month, and date of the year.

You can also segment customers or events with recurring attributes such as monthly subscription reminders. It saves the marketer’s time and efforts on manual segmentation and enables them to focus on other critical tasks.

How to Use Special Date Filters

Here’s how you can use the Special Date Filters:

  1. Go to the User Property or User Behavior tabs. Select a date attribute such as ‘Birthday.’ You will find a ‘Date Filters’ drop-down next to the attributes.
  2. Choose the relevant filter from the following:
    This image shows how to set birthday and bill reminders

    • Date: Use it for dedicated stored dates
    • Daily where the hour/s: Use it to filter and segment customers doing an activity during a specific time. For example, you can segment customers who attend yoga classes between 6-9 PM.
    • Weekly where the day/s: Use this option to filter and segment customers who complete an activity on a specific day of the week. For example, an OTT platform can send movie recommendations to customers who watch movies every Friday.
    • Monthly where the day/s: Use this filter to send monthly payment reminders to customers. For example, an OTT platform can send emails to all customers whose subscriptions are due for renewal on the 15th of every month.
    • Yearly where the month/s: Use this option to set birthday, anniversary, and annual subscription renewal reminders. For example, you can segment all customers whose birthdays, anniversaries, or renewals are due in March.
    • Yearly where the date/s: Use this option to filter and segment birthdays and anniversaries that fall on a specific month’s date. For example, you can filter and segment customers whose birthdays fall on 31st March.
  3. After choosing the filter and configuring the date parameters, click Create or Show Count. Create will create a new segment based on the attributes you choose, while Show Count will display the total number of customers in that segment.
  4. You can now trigger a campaign for the segment created above.

Create Birthday Campaigns with Special Date Filters

Let’s say you want to send push notifications for a customer’s birthday campaign. Here’s how you can implement the above steps for this:

  1. From the User Property or User Behavior tabs, select the date attribute “Birthday.” You will now find a ‘Date Filters’ drop-down next to the attributes.
  2. Select the filter option ‘Yearly where the date is’ and ‘is today’ in the adjacent box.
  3. Now, select the platforms you want to reach your customer across. This can be Android, iOS, or the web, even all three. Click on the ‘Next’ button.
  4. In the content screen, you can select the ‘Basic notification’ template.
  5. Add the message title and your message. You can use personalization for the customer’s name and add emojis to the mix. You can also add an image of your choice.
  6. Once you’re done creating your campaign, you can click on ‘Next’ for the ‘Schedule message’ section.
  7. Here, you can schedule the message in the customer’s time zone.
  8. Remember to add an expiration hour for your campaign to avoid sending the campaign on the next day.
  9. Click on ‘Publish’ to publish the campaign!

Who Can Use Special Date Filters

Special Date filters are helpful for:

  • Banking brands:
    This image is an example of birthday and bill reminders for banking
    Banks and Insurance companies can use a Special Date Filter to send personalized wishes to customers on their birthdays and anniversaries. They can further personalize it to cross-sell products. For example, they can cross-sell insurance policy upgrades or retirement plans to customers on their birthdays and anniversaries. Insurance companies can send policy renewal or annual premium payment reminders to customers. They can also send reminders for policy renewals based on the expiry date.
  • Entertainment brands:
    This image is an example of birthday and bill reminders for entertainment
    OTT and music streaming companies can use a Special Date filter to send monthly or annual reminders to remind customers to make subscription payments or renew their subscriptions.
  • Shopping brands:
    This image is an example of birthday and bill reminders for shopping
    E-commerce companies can use a Special Date filter to send personalized emails to customers to remind them to buy gifts for others. For example, a gifting brand could send a personalized email to the customer in advance, reminding them to send a gift to their loved one on their birthday or anniversary.
  • Brands with a subscription model: Any brand that sells subscription boxes or other services and products as a subscription could use a Special Date filter to send renewal reminders or bill payment reminders every month or year according to the customer’s subscription plan.

How to get started

Special Date Filters are available as drop-downs next to the date attributes in the User property and the User behavior sections. This is a free feature enabled for all our customers by default. You can go through this help doc for step-by-step details. If you’re new to MoEngage and want to use the Special Date filter, drop an email to [email protected].

 

 

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