1. On the sidebar menu in MoEngage, hover over the Engage menu item . The Engage menu appears.
2. Click + New Campaign. You can also click All Campaigns on the Engage menu and then click + Create campaign on the All campaigns page.
3. On the New Campaign dialog box, under Outbound, click RCS.
   
4. Select one of the following campaign delivery types:
   • One Time
   • Periodic
   • Event Triggered
   • Business Event Triggered
     For more information on delivery types, refer to Delivery Types.

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Steps to Create an RCS Campaign

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

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Step 1: Target Users

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Campaign Details

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Select 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. Click the User property tab and do the following:

1. Select the desired attribute in the drop-down list. This enables the filters based on the attributes selected. 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 have different filters.
2. Enter the filter value(s) to create the desired user segment.
3. Click + Nested Filter to add a filter to create nested AND or OR conditions. (This is optional)

For more information, refer to Create Segments.

Select this filter option to target users based on their behavior, such as app/site opened, viewed product, and so on. Click the User Behavior tab and perform the following:

1. Select the execution condition and the desired user activity (event).
2. Enter the event frequency and time duration for the event execution.
3. Click + Attributes and add an event attribute with a filter condition.
4. Enter the filter value(s) to create a rule.
5. Use the + Aggregation button to add the aggregation functionality. For more information, refer to Aggregation Operations.
6. Click + Nested Filter to add a filter to create nested AND or OR conditions (this is optional).

For more information, refer to Create Segments.

Select this filter option 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. Click the User Affinity tab and perform the following:

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

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

3. Enter or use the arrows to provide the time duration for the event execution.
4. Click + Attribute to add more attributes to the filter.
5. Click + Nested Filter to add a filter to create nested AND or OR conditions (this is optional).

For more information, refer to Create Segments.

Select this filter option to select a custom segment as the target audience.

1. Select a custom segment as the target audience from the list of custom segments available.
2. Click + Nested Filter to add a filter to create nested AND or OR conditions (this is optional).

For more information, refer to Custom Segments.

• Create Multiple Filters: You can create and combine multiple user property rules, user activity rules, and custom segment rules to create a complex user segment using this option.
  1. Click + Filter.
  2. Click AND or OR.
  3. Select the attribute or event and define the filter conditions.
• Exclude Users: Select this checkbox to define the filter criteria for users to be excluded from the campaign.
• Send campaign to the users opted-out in subscription management: Turn this toggle on to automatically include opted-out users from the campaigns. For more information, refer to Subscription Management.
• Reset filters: Click this option to reset the segmentation filters.
• Show count: Click this button to display the total number of users who are currently in the configured segment.

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Control Groups

• A global control group is a list of users who will not receive any of the marketing campaigns. Turn the Global control group toggle on to not send the campaign to all the users in the control group.
• Campaign Control Group is created by combining the user base that qualifies for the campaign. Turn the Campaign control group toggle on to not send the particular campaign to the control group. For more information, refer to Control Group.

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Step 2: Content

1. In the Select sender list, select the RCS sender (service provider). Note that the sender selected here must support SMS as a fallback if you want to send a fallback SMS. If fallback SMS is not supported by this sender, the Use SMS as Fallback checkbox is disabled.
2. In the Select templates list, search or select one of the templates. For more information, refer to RCS Templates.
3. Customize the content as defined in the template.
4. To personalize your message, enter @ in the field. The RCS Personalization pop-up window is displayed. For more information, refer to Personalize RCS Campaigns.
5. Select the Use SMS as Fallback checkbox to ensure message delivery. MoEngage first attempts to send the message as an RCS message, and if the recipient’s device or network does not support it, the message is automatically delivered via SMS. Enter the following details for your fallback SMS.
   1. In the SMS sender list, select a sender. Note that the SMS sender selected here must be the same as the RCS sender selected in the Configure RCS Message section.
      For example, you have configured Sender A and Sender B as RCS and SMS senders. If you choose Sender A as an RCS sender in the Configure RCS Message section, make sure you select Sender A as the SMS sender in the SMSsection.
   2. In the Template ID field, type the ID of your template. Note that the Template ID is a mandatory field as per India’s DLT regulations. You can check with your provider to see if you need to pass it.
   3. In the Message field, type the content to be displayed in the SMS.
      • If you selected the default template, add the message to be displayed in the fallback SMS.
      • If you selected a custom template for fallback SMS, the template will be loaded into the UI with all the field details. For more information, refer to Create Content using Custom Templates.
      • You can change the template by clicking Template actions.

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Personalized Preview

1. Click the respective tabs for the message type to preview the personalized content.
2. Select the Preview type as Default or Personalized.
3. Click the edit icon adjacent to the Personalized Preview type. You are taken to the Personalized preview page.
   For more information, refer to Personalized preview.

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URL Addition and Shortening

1. Shortened Links expire in fourteen days and cannot be tracked after expiry. When a customer opens a link beyond its expiry, they see a “This link is no longer active” message.
2. If user and event attributes are used in the shortened links, the attributes’ names must abide by the following:
   1. They must not contain spaces.
   2. If the attributes contain links, their values should not contain http:// or https://. These can be added before the attribute to shorten the link.
3. Special characters such as apostrophes and commas are not supported in shortened links.
4. Multiple JINJA operations are not supported in links that are to be shortened. For example, using a Content API link in a Product or vice versa (in a link that is to be shortened) is not supported.

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Add a Locale

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Add a Variation

Creating variations of campaigns allows you to determine the effect of a modified variable on other campaign variables. It also enables the comparison of performance between campaign variations.To add a variation to the campaign, click + A/B test at the top right corner of the content creation step. You can add a new variation or copy the existing variation. After adding a variation, you can see the variations as tabs on the top ribbon above the content editor, as shown below. You can specify the user distribution for each variation by clicking User Distribution, which is available at the top right corner. For more information, refer to A/B Testing.

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Step 3: Schedule and Goals

• Delivery schedule: Choose when the campaign should be delivered to your users and the periodicity of delivery.
• Conversion goals: Choose the conversion goals and revenue metrics to be tracked for the campaign.
• Delivery controls: Choose the advanced delivery control options such as throttling, frequency capping, and expiration settings for the notification. For more information about minimum delay between campaigns, refer here.

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Delivery Schedule

One Time

• As soon as possible
• At specific date and time

Send the campaign immediately to the target users.

Send the campaign at the specified time, time zone, or predicted time. Select one of the following:

Field	Description
At fixed time	This section helps you send the campaign on a specific date and time and contains the following fields: 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.
Send in user time zone	This section helps you send the campaign on a specific date and time within the time zone of the user and contains the following fields: 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. Send if the user time zone has passed:  If the campaign’s start time has passed in the user’s timezone, you have the option to do the following: Yes, send it: Send the campaign to the user even if the specified start time has passed in their timezone. No, don’t send it: Do not send the campaign to the user as the specified start time has passed in their timezone.
Best time for user (Merlin AI)	This section helps you send the campaign based on the MoEngage intelligence-determined date and time and contains the following fields: Campaign time zone: The timezone in which the campaign should be sent. Start date: The date on which the campaign should be sent. Start time: The time at which the campaign should be sent. Select am or pm depending on the time of day. Send messages based on best time only till: The time until which the campaign should be sent based on the best time to send (BTS). Select am or pm depending on the time of day. Click View best time distribution to see the best time for sending push notifications, represented in a graphical manner. If user’s best time is outside this time window: You choose when the campaign is to be sent when the user’s BTS is outside the time window selected. You can do the following: Send the campaign to the user either at the start or end time by selecting Send message at start time or end time. Avoid sending the campaign to the user by selecting Do not send message. If user’s best time is not available: You choose when the campaign is to be sent when the user does not have BTS. You can do the following: Send the campaign to the user at the start time by selecting Yes, send at start time. Send the campaign to the user at the app’s best time by selecting Yes, send at the app’s best time. Avoid sending the campaign to the user by selecting Do not send message. For more information, refer to the Best time to send BTS.

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Conversion Goals

• 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, you must enable the Revenue performance toggle.

After choosing the goal, you can select the numeric attribute that captures the order’s total monetary value. In this example, cartValue contains the total order value. You can 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 that is calculated since the user has received/clicked the campaign, for which you want to attribute the conversion goals to a specific campaign.) By default, it is set for 36 hours while the maximum attribution window can be set up to 10 days. In the example below, the attribution window is set to 36 hours.

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Delivery Controls

• Delivery Control for One Time, Periodic, and Business Event Triggered Campaigns
• Delivery Control for Event Triggered Campaigns

This section contains the following options:Frequency CappingThis feature helps control the number of RCS messages sent to a user in a day.

• Ignore frequency capping: Enable this toggle to ignore the frequency capping limit for this RCS campaign. Click Ignore frequency capping to ignore the capping for your RCS campaigns when you want to ignore the capping but want this campaign to be counted. For example, the frequency capping value is set to three. You have sent three campaigns today to a group of users. You realize that the RCS messages triggered by this campaign is urgent and should go on high priority even though some customers have already received three campaigns. If you use the Ignore Frequency Cap, people who have already received 3 campaigns will receive this one as well. For more information, refer to Frequency Capping.
• Count for the frequency capping: Enable this toggle if you want this connector to be counted for frequency capping limit. If you use Count for frequency capping, people who would have received 2 communications already and send this as well, their receipt count will become 3 after this campaign is sent. Throttling Throttling is a feature that allows you to control the sending rate of RCS campaigns. In the Request limit section, enter the number of requests per minute sent for the RCS campaigns. For example, send the request URL with a default of 60,000 rpm (minimum of 60,000 requests per minute and maximum of 200,000 requests per minute). For more information, refer to Throttlling.

This section contains the following options:

Minimum delay between two messages: Set the minimum time gap between two messages received by the same user. Ignore DND settings: Enable this toggle to ignore the DND settings. Ignore frequency capping: Enable this toggle to ignore the frequency capping limit for this Connector campaign. For more information, refer to Frequency Capping. Count for the frequency capping: Enable this toggle if you want this connector to be counted for the frequency capping limit.

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Campaign Actions

• View: This option allows you to view campaign information. Clicking this option takes you to the Campaign analytics and info page.
• Duplicate: This option allows you to create a copy of the campaign with all existing details, appending Duplicate to the campaign name.
• Edit: This option allows you to edit campaign details.
• Pause: This option allows you to pause a campaign.
• Archive: This option allows you to archive a campaign. The archived campaigns can be unarchived.
• Unarchive: This option allows you to unarchive a campaign.

• Campaign Status: A campaign can have various statuses, including Active, Expired, Not Sent, Paused, Scheduled, Sending, Sent, and Stopped. If the Campaign Approval Workflow (CAF) is enabled, additional statuses such as Under Review and Rejected are also available.

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Next Steps

• Analyze RCS Campaigns
• RCS Campaign Info