​

Interactive Walkthrough

1. On the sidebar menu in MoEngage, hover over the Engage menu item . The Engage menu appears.
2. Click + New Campaign.
3. You can also click All Campaigns on the Engage menu and then click + Create campaign on the All campaigns page.
4. On the New Campaign dialog box, under Inbound, click On-site. The OSM campaign creation page is displayed.

​

Steps to Create an OSM Campaign

1. Target users: Define the target audience for the campaign
2. Content: Define the content of the push notification to be sent
3. Schedule and Goals: Define the campaign’s delivery schedule and goals

​

Step 1: Target Users

​

Campaign details

Campaign name - Type the name of the campaign to manage and identify the campaign. The campaign name must have at least five characters, and the limit is 256. Campaign tags - Select campaign tags from the drop-down list. You can select up to 5 tags. For more information, refer to Campaign Tags.

​

Target Platforms

Web - Choose Web to target the Web platform for the campaign. Mobile Web - Choose Mobile Web to target the Mobile Web platform for the campaign.

​

Trigger Criteria

​

On Page Load

• Immediately - This option will show the OSM as soon as the page loads for the user.
• After Delay - This option will show the OSM with the specified delay. For example, if the delay is specified as 2 seconds, the OSM will be shown 2 seconds after the page load.
• After Scroll - This option will show the OSM once the user has scrolled the website by about x%. If you specify the scroll percentage as 30, the OSM will be displayed after the user has scrolled 30% of your website.

​

On Custom Event

​

IF user

1. From the Select an Event drop-down, select the event.
2. You can also refine the event. To do so:
   • Click the Attribute button to add attributes to the filter and select the logical drop-downs for the attribute.
   • To add more attributes, do the following
     • Click + Attribute button
     • Click AND or OR
     • From the Attribute drop-down, select the respective attributes and the logical drop-downs for the selected attribute.

​

AND then

• The maximum delay that you can set here is 24 hours, and the minimum delay is 1 minute.

​

THEN

• Immediately: The message will be shown immediately after the trigger criteria have been identified.
• After Delay: The message will be shown after the defined delay. For example, if the delay is specified as 2 seconds, the OSM will be shown 2 seconds after the page load.

​

On Exit Intent

​

Select Pages

• All pages: This option would show the campaign on all website pages.
• Specific pages: This option would show the campaign on specific website pages. You can select the page you want to show or hide the campaign by defining the URL rules

1. Click Specific pages.
2. Under If URL, select any condition in the Select Option list, as shown below: The following table lists the available conditions:

   Conditions	Explanation
   is	The pop-up is shown on any of the specific URL(s) mentioned in the condition, and the URL(s) must match exactly for the pop-up to appear.
   is not	The pop-up is shown on any URL except those mentioned in the condition. The URL(s) must not match exactly for the pop-up to appear.
   contains	The pop-up is shown on any URL that contains any of the specified text or strings mentioned in the condition. The URL does not need to match exactly but must include at least one of the specified texts.
   contains (all of)	The pop-up is shown on any URL that contains all of the specified text or strings mentioned in the condition. The URL does not need to match exactly but must include all of the specified text.
   does not contain	The pop-up is shown on any URL that does not contain any of the specified text or strings mentioned in the condition. The URL must exclude all of the specified texts for the pop-up to appear.
   does not contain (all of)	The pop-up is shown on any URL that does not containall of the specified text or strings mentioned in the condition. The URL must exclude at least one of the specified texts for the pop-up to appear.
   starts with	The pop-up is shown on any URL that starts with the specific text or string mentioned in the condition. The URL must begin with the specified text for the pop-up to appear.
   ends with	The pop-up is shown on any URL that ends with the specific text or string mentioned in the condition. The URL must end with the specified text for the pop-up to appear.
   does not starts with	The pop-up is shown on any URL that does not start with the specific text or string mentioned in the condition. The URL must not begin with the specified text for the pop-up to appear.
   does not end with	The pop-up is shown on any URL that does not end with the specific text or string mentioned in the condition. The URL must not end with the specified text for the pop-up to appear.

3. In the box adjacent to the Select Option list, enter one or more URLs as shown below:
   Information

   • You can manually add multiple URLs and keywords by pressing Enter.
   • You can also copy and paste the list of URLs from CSV in the input box.
4. Click + Filter.
5. Select the And or Or operator, and then select a condition in the Select Option list.
6. Enter the keywords within the box adjacent to the Select Option list.
7. To add multiple rules, repeat steps 4 through 6.
8. To delete a specific rule, click the delete icon ( ).
9. Enter the URL in the Check page targeting box to verify the provided URL meets the defined condition.
10. Click Check.
    • If the provided URL meets the defined condition, a Passed notification is displayed as shown below
    • If the provided URL fails to meet the defined condition, a Failed notification is displayed, as shown below. Follow the error instructions specified in the notification.

​

Target audience

• All Users
• Filter by User Property
• Filter by User Behavior
• Filter by User Affinity
• Filter by Custom Segment

This filter option allows you to send the campaign to all the app users. When you use this option, you cannot add multiple filters.

This filter option allows you to target the users based on user properties such as first seen, last seen, city, and so on. Select the User property tab and do the following:

1. Select the desired attribute in the dropdown. This will enable the filters based on the attributes chosen. For example, attributes that are numbers can have filter conditions such as ‘is equal to’, ‘is not equal to’, ‘is between’, and so on, while String attributes will have different filters.
2. Provide the filter value(s) to create the desired user segment.

For more information, refer to Create Segments.

This filter option allows you to target the users based on the behavior of the user or event, such as app/site opened, viewed product, and so on. Select the User Behavior and do the following:

1. Select the execution condition and the desired user activity (event).
2. Provide event frequency and time duration for the event execution.
3. Click +Attributes and add an Event attribute with a filter condition.
4. Provide the filter value/s to create a rule.

For more information, refer to Create Segments.

This filter option allows you to target groups of users created based on the user performing an action with a specific attribute value. For more information, refer to User Affinity. Select User Affinity and do the following:

1. Select the desired user event or attribute.
2. Select the user affinity parameter from the following:

• Predominantly: Select affinity attribute with a filter condition and provide the affinity values
• Minimum of: Select affinity attribute with a filter condition and provide the affinity values
• Most no. of times: Type or use the arrows to provide the top or bottom percentage of users
• Least no. of times

3. Type or use the arrows to provide the top or bottom percentage of users Type or use the arrows to provide the time duration for the event execution.
4. Click the Attribute button to add more attributes to the filter.

This filter option allows you to select a Custom Segment as the target audience from the list of custom segments available. For more information, refer to Custom Segments.

​

In-Session Attributes

1. Query Parameter: This field lets you segment users based on the query parameters in the URL. Typically, users would land on your personalized URL by clicking an advertisement on any Social Media platform.
   • You can use UTM parameters like Source, Medium, Content, Campaign, etc., to segment users based on the source from where they are visiting, the campaign from which they’ve landed on this URL, and so on.
   • UTM parameters like utm_source, utm_campaign, etc., are used to identify the campaigns driving users to websites. You can use UTM and custom parameters to segment users and personalize the website experience.
2. User Type: This field lets you segment users based on whether they are new or returning users. The Web SDK stores user details (unique_id) for each user in the browser storage. If those details are present in the storage, the user is a returning user. If not, the user is a new user.
   • Hence, if the browser cache is cleared, the user gets treated as new.
   • Note:
     • If two users are using the same device and user 2 logs in after user 1, they would be considered a returning user
     • If a user logs in from the mobile browser and then logs in again from a desktop browser, the login from the desktop would be considered a new user.
3. Day of the Week: This field lets you segment users based on the day of the week on which they visit your website.
4. Time of the Day: This field lets you segment users based on the hour of the day on which they visit your website. You can choose from any of the one-hour slots in a day available in the dropdown.
5. Geolocation: This field lets you segment users based on the geolocation from where they visit your website. You can choose the Country, State/Region, and City where the user is located or exclude a specific Country.
6. Device Type: This field lets you segment users based on the device with which they visit your website. You can include or exclude one or a combination of the following: Mobile, Desktop, or Tablet.
7. Operating System: This field lets you segment users based on the Operating System of the device with which they visit your website. You can include or exclude one or a combination of the following: Android, iOS, Windows, Mac, Linux, or others.
8. Browser Type: This field lets you segment users based on the browser with which they visit your website. You can include or exclude one or a combination of the following: Chrome, Safari, Firefox, Opera, or others.

​

Campaign Audience Limit

​

Control Groups

Enable the Global control group toggle to exclude the users in the control group from the campaign’s target segment. Enable the Campaign control group to exclude a fixed percentage of users in the campaign from the campaign’s target segment. Specify the percentage of users to be excluded from the campaign in the box below the toggle. For more information about control groups, refer to Control Groups.

​

Step 2: Define Content

1. Create the content using the new editor
2. Create content using the old editor

• Create content with the new editor
• Create content using the old editor

The following template types are available:

• Banner - these templates can be used to show banners on the website while customers browse or perform actions on it. Banners can be used for the following:
  • show countdown timers
  • show cookie information and seek customer content for the same
  • show notifications with information about seasonal sales and ongoing offers
• Nudge - these templates can be used to show non-intrusive information to customers. Nudges can be used for the following:
  • show countdown timers
  • add a call to action information
  • show notifications
  • ask for subscriptions and opt-ins
  • used for lead generation
  • used to capture feedback at the time of delivery of service/product
• Popup - these templates can be used to communicate with customers in an intrusive manner. Popups can be used for the following:
  • display information about sales and direct customers to relevant web pages
  • seek feedback from customers
  • lead generation
  • preventing customers from churning

Template Type	When to use it?
Popups	Use popups for intrusive communication
Nudges	use nudges for non-intrusive communication
Banner at the Top	Use banners at the top to show offers. These templates will move the contents of the page down and occupy the space at the top of the website (the banner will not overlap with the content) if the Push the contents of the page down display option is enabled and the website’s headers aren’t sticky.
Banner at the Bottom	Use banners at the top to show information to the visitor/customer about policies and seek their consent. These templates cover the entire width of the screen and will overlap with the content while being non-intrusive.

You can create your on-site message using a blank template or choose from the available templates for each template type. You can also look up a template using the search option or click on the template of your choice.Blank Template - Hover on the Blank Template and click Popup to create a popup template from scratch. Click on the ’+’ icon to open the editor and add elements to the template. For more information, refer to OSM Editor.Other Templates- The following template types are available: Offers and Announcements Templates, Lead Generation Templates, and Typeform Survey Templates. For more information, refer to OSM Templates.Once you’ve loaded the template of your choice, the template loads in the OSM editor. The following options are available:Add elements - You can add elements to the template by clicking the icon on the left pane of the editor.Editing/Styling Options -Click the icon at the top right corner of the template to add the following styling elements to the template:

Editing/Styling Option	Description
Display Close Button	This option lets you specify whether there should be a close button for users to dismiss the message. By default, the close button is displayed. You can hide it by turning off the toggle.
Background Image/Filters	This option lets you add background images to the message. To upload an image, click on icon and upload the image in the Image section. You can add filters to the image using the Filters tab.
Background Color	This option lets you add a background color to the message. By default, the background is black. You can change it by clicking on the icon and choosing the background color of your choice.
Popup positioning	This option lets you move the popup bidirectionally. To move the popup through the length of the page, click the icon and position the popup at the top, middle, or bottom of the webpage. To move the popup through the width of the page, click the icon and position the popup to the left, center, or right end of the website.
Customizing the width and height of the popup	This option lets you specify the width and height of the popup. To do so, click the icon, and specify the width and height.
Adding CSS options to the popup	This option lets you add a custom CSS to add customized styling options for your message. To do so, click the icon, and click the icon to add the CSS code and custom attributes.

• Preview Options - Click the icon on the left panel to preview the template. There are three preview options:
  • Desktop - This option shows you how the template will look on a website opened in a desktop browser.
  • Tablet - This option shows you how the template will look on a website opened in a tablet browser.
  • Mobile - This option shows you how the template will look on a website opened in a mobile browser.

You can create your on-site message from the available templates. For more information, refer to On-site Messaging Templates(old editor).

​

Display Settings

Test Campaign (Optional)

Test campaigns enable previewing the campaign on a test URL to ensure that your on-site message is conveyed in the manner that you desire. You can test the campaign you created by entering a test URL. Click Test to display the on-site message on the URL. For more information, refer to Testing your OSM campaign.

​

Step 3: Scheduling and Goals

• Delivery Schedule - Choose when the campaign should be delivered to your users.
• Conversion Goals - Choose the conversion goals and revenue metrics to be tracked for the campaign.
• Campaign Priority and Delivery Controls- Choose the priority of the campaign and choose the global and local delivery control options, such as auto dismiss, the minimum delay between notifications, and the frequency of messages to be shown.

​

Delivery Schedule

• One Time
• Periodic

Choose this option to send the campaign immediately or at a specified time to the target users.

Field	Action
As soon as possible	Send the campaign immediately to the target users. The following options are available: Ends - the time at which the campaign should end. There are two options here: Never and Ends On. The Never option can be used for campaigns that need to be run on a periodic basis for the foreseeable future. For campaigns that have an end date, you can use the Ends On option and specify the End Date and End Time.
At a particular date and time	Send the campaign at the specified time, time zone, or predicted time. This section helps you send the campaign on a specific date and time and contains the following fields: Campaign timezone - the timezone in which the campaign should be sent. Start Date - the date on which the campaign should be sent. Send Time - the time at which the campaign should be sent. Select am or pm depending on when the time of day at which the campaign should be sent. Ends - the time at which the campaign should end. There are two options here: Never and Ends On. The Never option can be used for campaigns that need to be run on a periodic basis for the foreseeable future. For campaigns that have an end date, you can use the Ends On option and specify the End Date and End Time.

Choose this option to send the campaign periodically on a specified date and time. The following fields are available in this section:

• Campaign time zone: the timezone in which the campaign should be sent.
• Start date: the date on which the campaign should be sent.
• Send time: the time at which the campaign should be sent. Select am or pm depending on the time of day at which the campaign should be sent.
• Periodic: the periodicity of the campaign. You can choose from the following options available on the left of the screen:

  Periodicity	Description
  Daily	Repeat every: This option allows you to specify the number of days after which the campaign should be repeated.
  Weekly	Repeat every: This option allows you to specify the number of weeks for which the campaign should be repeated. Repeat on: This option allows you to specify the day(s) of the week on which the campaign should be sent (For example, if you wish to send the campaign every Monday, Wednesday, and Friday, select these days in this option).
  Monthly	Repeat every: This option allows you to specify the number of months for which the campaign should be repeated. Repeat on: This option allows you to do the following: Days of month: Choose this option for repeating campaigns that are date-specific. Select the date(s) of the month the campaign should be sent (For example, to send the campaign on the 5th and the 25th of a month, select the 5th and 25th in the calendar widget.). Note: If the selected date(s) does not exist in the month specified (as it is a shorter month), a campaign will be sent on the last date. (For example, if the 30th and 31st are selected and the month is February, one campaign would be sent on the 28th). Days of week: Choose this option to specify the day(s) of the week on which the campaign should be sent (For example, if you wish to send the campaign every Monday, Wednesday, and Friday, select these days in this option). Note: In case of a day of the week not existing in a month (for example, fifth Saturday), the campaign would be skipped for that instance. And in case of overlap (for example, 4th Monday and last Monday), only one instance would be sent.

• Ends: the date on which the campaign should end. The following options are available:
  • Never: the campaign runs daily.
  • On: the campaign ends on the end date specified in the End Date field.
• Campaign active window: the time duration for which the campaign will be active for the set periodicity. For example, if the campaign were to be shown to the user daily, the campaign active window setting determines the time interval during the day the campaign will be active. If this interval were set between 6 PM and 8 PM for a campaign with daily periodicity, the campaign will be shown every day to users from 6 - 8 PM. If the campaign were active twice a week, the campaign active window setting determines the time duration when the campaign will be shown to the user during the days on which the campaign would be active. The following fields are available to set the campaign active window:
  • Start time: the time at which the campaign will be triggered for the user.
  • End time: the time duration post which the campaign will not be shown to the user irrespective of whether the campaign is set to be active on the specifed day.

​

Conversion Goals

• Goal Name - iPhonePurchase
• App Event you wish to track - Made Purchase
• Event Attribute/Property - product is event attribute/property
• Value of Event Attribute/Property - iPhone

• How many users have viewed the product page?
• How many of them added that product to the cart?
• How many of them made a successful order?

Tracking Revenue Performance (Optional)

With MoEngage, you can track the revenue generated by your campaigns. For example, you can track the revenue generated by your product after sending a communication. To track revenue performance, enable the Revenue Performance toggle for the conversion goal for which you want to track the revenue.

In the example here, to track revenue for _orderSuccessful _events, the Revenue performance toggle needs to be enabled. After choosing the goal, you can select the numeric attribute that captures the order’s total monetary value. In the example below, cartValue contains the total order value. You can also choose the currency in which your monetary value is being reported.

After you choose the goal, you can choose the numeric attribute that captures the total monetary value of the order. In the example, cartValue contains the total order value. You can also choose the currency in which your monetary value is being reported.

Set Attribution window - You can set an attribution window ( a time period or window calculated from the time the user has received the campaign for which you want to attribute the conversion goals to a specific campaign.) As a default, it is set for 36 hours. Say, for the example above, we set it to 5 hours.

​

Campaign Priority and Delivery Controls

• Campaign Priority - Set one of the following campaign priorities: Critical, High, Medium, Normal, and Low. The campaign with the higher priority will be shown when a user is eligible to see two campaigns at the same time. In case both campaigns are of the same priority, the campaign created recently will be shown first.
• Global Delivery Control - This section lets you specify if you can Ignore global minimum delay set for the On-site messaging channel. Enable this toggle to ignore the settings for the minimum delay set for on-site messages.
  
• Local Delivery Controls - This section contains options that let you specify the delivery controls that pertain to this campaign. The following options are available here:
  • Maximum times to show a message - lets you specify the maximum number of times to show the on-site message from the same campaign for a user. This is tracked using the On-site Message Shown event in the User Profile. For example, if the maximum times to show a message is turned off initially when the campaign is published and later edited to one time. If a user was shown the message already before editing the campaign and the user visits the site again, they will not be shown the message again as the On-site Message Shown would be available in their User Profile already and the message will not be shown to them again.
  • Minimum delay between 2 messages on this campaign - lets you specify the minimum time gap between two on-site messages from the same campaign.
  • Auto dismiss message after ‘x’ seconds - lets you specify the time after which the on-site message will be removed from the URL.

​

FAQs

​

How to use a custom font in the OSM editor?

​

1. Host Your Font File

​

2. Prepare Your Template

​

3. Modify Text Settings

• Click the settings icon, then select the styling icon.
• Switch to the ‘Advanced’ tab.
• In the ‘CSS Id’ field, enter a unique identifier, such as text_id1.

​

4. Add an Embed Element

​

5. Insert Custom Font Code

<style type="text/css">
 @font-face {
  font-family: 'customfont';
  src: url('https://yourdomain.com/fonts/yourfont.ttf'); /* Your font URL */
 }
 #text_id1 p {
  font-family: 'customfont' !important;
 }
</style>

​

6. Customize Additional Elements

• Assign a unique ID to the button as we did above for the text element, for example, button_id1.
  
• Modify the CSS code to include the button ID:

<style type="text/css">
@font-face {
font-family: 'customfont';
src: url('https://yourdomain.com/fonts/yourfont.ttf');
}
#text_id1 p, #button_id1 span {
font-family: 'customfont' !important;
}
</style>

​

7. Preview and Publish

​

Next Steps

• View OSM Campaign Analytics