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Overview

MoEngage Inform supports Dynamic Template Selector via Rule-Based Templates. Instead of creating multiple distinct alerts for variations of the same transactional trigger, you can create a single alert that dynamically serves the correct template variant. The message template variation is selected in real time based on user or API attributes, rather than standard random percentage splits or optimization rules.

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Use Cases

When dealing with complex transactional notifications (such as banking activity or security warnings), the optimal message context relies heavily on individual data variables. For example, an “Account Withdrawal” notification may have multiple variations:

• Variation A: For standard domestic ATM transactions (e.g., “You successfully withdrew $100 from an ATM at [Location]. If this wasn’t you, lock your card instantly in the app.”)
• Variation B: For authorized international transactions (e.g., “International withdrawal detected: $100 withdrawn in [Country]. Since your travel notice is active, no action is required.”)
• Variation C: For blocked, high-risk security threats (e.g., “Security Alert: We blocked a suspicious withdrawal attempt of $1,000 in [Location]. Tap here to verify your identity.”)

Without this feature, you would have to create and manage up to 30 distinct alerts to cover every permutation. Rule-Based Templates allow you to manage a single alert that conditionally routes the recipient to the correct localized or contextualized message template variant.

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Configure Dynamic Template Selector

To configure the dynamic template selector, perform the following steps:

1. Create a Rule Set
2. Create an Alert with Rule Set
3. Define Variant Templates & Content

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Create a Rule Set

Before applying dynamic selection to your alerts, you must build the conditional criteria inside a Rule Set.

1. Log in to the MoEngage dashboard and navigate to Settings >Inform on the left-side panel.
2. Select the Rule-based Templates tab.
3. Click the + New rule set button.
   

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Configure Rule Set Details

• Rule set name: Enter a unique, recognizable name that identifies the transactional use case or event flow (e.g., Bill_Ready_Notification_Flow). This name helps you easily identify and select this specific logic framework when creating alerts later.
• Rule set description: Add an optional summary detailing the conditions managed within this set (max 250 characters).

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Define Rules

Within the Rule definition section, configure one or more individual rules using evaluation attributes. Use this section to construct individual conditional paths for your templates. Each rule functions as an “IF” statement—if incoming user or API data matches the conditions defined here, MoEngage serves the specific message template associated with this rule.

1. Rule Name: Enter a unique identifier for this option (e.g., Autopay_Enabled or Limit_Exceeded).
2. Conditional Selection (“If” criteria): Select API Attribute or User Attribute from the drop-down menu.
   • Define the criteria (e.g., Attribute Name: autopay_status, Operator: Is, Value: true).
3. Add Multiple Rules: Click Add rule to append further logical evaluations to sequence other variations in the order of priority.
4. Rule Name: Enter a clear, descriptive label for the rule path (e.g., Autopay_Enabled or High_Risk_Alert). This name appears directly as a dedicated tab title when you write your message content in Step 2 of creating an alert.
5. Attribute Dropdown (User attribute / API attribute): Select the category of data you want MoEngage to evaluate at runtime.
   • Choose API attribute if you are routing variations based on real-time transactional payload data sent via the trigger.
   • Choose User attribute if you are routing variations based on permanent properties stored in the customer’s profile.
6. Select attribute: The specific data field or variable key that needs to be evaluated (e.g., account_status, order_amount, or country). If a variable does not appear in the pre-populated dropdown, you can type the name directly into the field.
7. + Nested filter: Click this button to add sub-conditions beneath a primary attribute line, allowing you to build complex dependencies (e.g., Check if User attribute is True AND a secondary sub-variable matches a specific value).
8. + Filter: Click this button to append a new operational condition row within the same rule card, using logical operators (like AND/OR) to join multiple attribute validation lines.
9. Add rule: Click this button to generate a brand new, separate rule card block. This allows you to chain multiple distinct variations in the order of priority within the same overarching Rule Set.

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Actions

• Copy Icon: Duplicates the current rule card with all its pre-configured filters intact to save setup time for similar rules.
• Delete Icon (X): Permanently removes the specific rule card from your setup.

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Set Fallback Action

The Fallback rule acts as a catch-all safety parameter if incoming runtime data fails to match any of your explicitly defined conditional rules above. The following options are available for fallback action:

• Use default rule: Serves a standard fallback variation template so the user still receives an update.
• Don’t use any rule: Drops the notification attempt entirely if no conditions match.

Click Save to commit the new template logic framework.

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Configure an Alert with Rule Sets

After your Rule Set is saved, you can link it directly to your target transactional workflows.

1. Navigate to Step 1: Alert Details of the Inform alert creation journey.
2. Select the Use rule set check box.
3. In the Rule set section, select the previously configured Rule Set from the dropdown.
4. Click Next.

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Define Variant Templates & Content

On Step 2: Content of Inform alert creation journey, MoEngage dynamically creates layout blocks for every rule configured inside your designated Rule Set.\

1. You can see explicit tabs mapped directly to your custom rules (e.g., Rule 1, Rule 2, etc.).
2. Select each individual tab to configure the unique message content assigned to that conditional path.
3. The Default tab is automatically generated if you enabled a fallback rule during Rule Set configuration. This tab contains the baseline template that MoEngage serves if none of your custom evaluation rules match incoming customer or API data at runtime.
4. Within each rule tab, you can navigate between active channel sub-tabs to customize content parameters specifically for that channel.

After you have systematically configured and validated the content across all rule blocks and active channels, click Next to proceed to Step 3 and Publish your alert. Upon publication, MoEngage outputs a unified API payload format that handles all conditional execution paths seamlessly.