Creating web push

After configuring the web push module and the dynamic content that displays the agreement form, you are ready to create and send a web push. In this process, the main steps are: defining the recipients of the notification, selecting a template, and scheduling the web push notification.

Requirements


You must be granted a set of user permissions that allow access to Communication module and performing actions with regard to messages.

Creating web push notifications


  1. Go to Communication icon Communication > Web Push > Create new.
  2. Enter the name of the notification (this name is visible only on the list of the web push notifications).

Select recipients


  1. To define recipients, in the Audience section, click Define.

    • To select all customers (with the web push marketing agreement on) you have in your database, select the Everyone tab.
    • To select an existing group of customers, select the Segment tab and select the groups. If you select more than one, the customer must belong to at least one of them
    • To define a new group of customers, select the New audience tab and follow the procedure described here.
    Important: Regardless of the way of selecting the audience, the system limits the audience to those who have agreed to web push marketing.
    Advanced options - explanation

    • Batch delivery - It prevents sending web push notifications to all recipients at once.
      When to use it? When there is a risk that sending a whole batch of notifications at once will result in excessive website-crashing clicks.
    • Enable control group - It creates a subgroup of the recipients who won’t receive any web push notification variant.
      When to use it? When you send one or several variants of web push (A/B testing). When a customer is assigned to their control group, the information is available in their Profiles card as an event.
    • Include audience changes - Available only for scheduled web push notifications. It recalculates the number of recipients right before sending the notification. By default, the size of the customer segment chosen for the notification is the same as in the moment of sending, even if the number of customers in the chosen segment changed between creating the notification and sending. When to use it? When the size of the segments of customers selected as the audience of the notification can change dynamically.
    • Ignore limits - If you want to make sure that this message is sent to a customer, even it exceeds the global limit of this type of messages for a single customer per day (more information is available here), enable the Ignore limits toggle. You may apply it to system messages such as a transaction confirmation, notifications about order delays, and so on.

  2. Confirm the selection by clicking Apply.

    How to check the number of customers who will receive web push?

    A customer receives a web push notification only if they agreed to receive such notifications (through an agreement form) and they must have an active token. To verify the number of customers who will receive the notification, perform the following steps:

    1. Create a segmentation.
    2. In the first condition, use a receive_webpush_messages attribute set to true.
    3. In the second condition, use a has_webpush_device attribute set to true.
    4. Define the dependency between two conditions as AND.
    5. Click Save and check the preview.

Select a template

WARNING: If your webpush communication includes any inserts (jinjava), the webpush.show and webpush.click events are NOT collected.

  1. To select the web push template or create a new one, in the Content section, click Define.
    • To create a new template, select Visual builder.
      Tip: The procedure of creating a web push template from scratch is described here.
    • To use a previously prepared template, click From template.
      1. Find the folder the template is saved in.
      2. Click the folder.
      3. Select the template.
      4. If the service approval is disabled for your workspace, click Next.
      5. If the service approval is enabled and you made changes to the template:
        • The system uses the approved version of the template if you proceed.
        • You can send the template for approval once again.
  2. To add more variants of the notification, click the Communication icon icon.
  3. Repeat the steps described in point 1.
  4. Confirm by clicking Apply.

Schedule the notification


Schedule section
Schedule section
  1. To define when the web push is sent to your customers, in the Schedule section, click Define.
  2. You can choose from two options:
    • To send your notification after clicking the Send button on the upper right corner, use the Immediately option.
    • To plan a message to be sent at a future date, use the Scheduled option. Set the start time and the time zone.

      WARNING: Synerise is a system that performs the best while operating on the real time data that is why the users can plan a message 10 days forward from the current date.

      To select the best time of sending the message, take a look at the suggestion from the AI engine that calculates the best time (for all recipients). If time optimization is disabled, click here to learn more how to enable it and use it.

  3. In the Time to live, define the time after which the notification expires. The notification is only shown to customers whose browsers are running (also in the background) within this time range.
  4. Confirm by clicking Apply.

Set up time restrictions for sending web push


To disable sending out notifications at a specific time during the day, in the Silence Hours in the Schedule section, select one of the following options:

  • Without silence hours - Notification can be processed and sent out to the recipients at any time during the day.
  • Include silence hours - In the selected time, the notifications won’t be sent out to the recipients. The duration of silence hours can’t exceed 12 hours. If the sending process overlaps with silence hours, the unsent part of the notifications will be rejected. In such case, the webpush.skipped event will be generated.
    WARNING: If a notification is scheduled for sending just before silence hours (for example, silence hours start at 22:00 and sending is scheduled at 21:59:59), the notification may be processed, sent, and logged in the events a short time after the silence hours start.

Define UTM parameters


  1. Optionally, you can add UTM parameters. In the UTM & URL parameters section, click Define.
  2. Fill in the UTM campaign, UTM medium, UTM source, UTM term, and UTM content fields.
  3. Confirm by clicking Apply.

Adding custom parameters


You can add up to 10 custom parameters with constant values. They will be added to the following events generated by the communication:

  • weppush.send,
  • weppush.notSent,
  • webpush.click,
  • webpush.capping

The following parameters cannot be sent::

  • modifiedBy,
  • apiKey,
  • eventUUID,
  • ip,
  • time,
  • businessProfileId,
  • correlationId,
  • clientId,
  • uuid

You can use this to mark the communication in various channels (custom parameters are available for email, SMS, web push, and Mobile channels) with a common parameter and value.

  1. To define the custom event parameters, in the Additional parameters section, click Define.

  2. Click Add parameter.

  3. In the Parameter field, enter the name of the parameter.

  4. In the Value field, enter the parameter value.
    The value is always sent as a string when the event’s JSON payload is generated. The maximum length of the string is 250 characters.

    WARNING: Jinjava is not available in the Parameter and Value fields.
  5. If you want to add more parameters, click Add parameter, and repeat steps 3-4.
    Result: the parameters will be added to all events listed above with the values you entered. For example:

    {
      "action": "message.send",
      "eventUUID": "xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx",
      "unique": null,
      "createDate": 1662392318050,
      "label": "xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx",
      "params": {
        "clientId": 1111111111,
        "season": "autumn",
        "campaignName": "Back to school",
        "time": 1662392318050,
        "title": "Have you prepared for coming back to school?",
        "businessProfileId": "xxx"
      }
    }

  6. Confirm the settings by clicking Apply.

Send the notification


  • To send the web push, click Send. Depending on your choice in the Schedule section, the web push will be sent immediately or at a selected date.
  • To save the web push as a draft, click Finish later.

FAQ


You can find answers to the most frequently asked questions here. If you experience any issues while creating or sending emails, you can try to detect and remove the cause of the issues on your own by following the guides in our troubleshooting.

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