Creating in-app messages

In this article, you will learn how to create and activate an in-app message.

To find more information on in-app messages in Synerise, see Introduction to in-app messages.

Select audience


In this part of the process, define the conditions a user must meet to be included in the group of recipients of the in-app message.

  1. In the Audience section, click Define.
  2. Select one of the following tabs:
    Everyone - Selecting this option means that the message is directed to all app users (it doesn’t mean the whole customer base).
    • Segmentation - If you have prepared a segmentation or segmentations of recipients before, you can select them in this tab.
      1. Click Select segmentations.
      2. On the pop-up, select one or more segmentations.
      3. Confirm by clicking Apply.
      4. Optionally, if you want to check if a user still belongs to the segmentation right before rendering the in-app message, enable Dynamically check audience condition.
        Important: In such case, the in-app message won’t be available in offline mode.
    • New audience - If you want to define the conditions for the group of recipients from scratch, select this tab.

Create content


In this part of the process, prepare the message you want to display in your mobile application. You can use HTML, CSS, and JS to design the content and layout. If you want to personalize the content of the message, you can use inserts. Additionally, you may perform A/B testing of in-app messages. The message variant is assigned to an app user permanently, which means that the user will only receive one version of the in-app message.

  1. In the Content section, click Define.
  2. Click Create message.
  3. Click Code editor.
  4. In the right upper corner, select the in-app message layout. You can choose one of the following types:
    • Fullscreen
    • Modal
    • Bottom bar
    • Top bar
  5. In the code editor, create the contents of your in-app message.
    In the template of the message, you can use HTML, CSS, and JS. In the HTML section, the use of Jinjava is available. This way you can use customer attributes, recommendations, and the results of the analyses created in Synerise.
    WARNING: If an in-app message contains inserts, it becomes dynamic and won’t be displayed when the application is in offline mode.
  6. Click Next.
  7. If you want to perform A/B/x test, you can create more variants by clicking the Plus icon icon.
  8. If you performed step 7, in the Allocation sub-section, you can enable:
    • Control group - This option allows you to set up a control group.
      Tip: The control group contains users who will not receive any version of the in-app message.
    • Equal allocation - Using the slider, you can adjust the size of each variant and the control group.
  9. Confirm by clicking Apply.

Define trigger for the message


In this part of the process, you define which user or system activities launch the in-app message.

  1. In the Trigger events section, click Define.
  2. Click Add event….
  3. From the dropdown list, select an event.
    Important: To increase the effectiveness, select events connected with a mobile application. Otherwise, an in-app message may not be displayed to any app user.
  4. Optional: Define conditions that the event must meet:
    1. Click where.
    2. From the dropdown list, select an event parameter.
    3. Using logical operators, define the condition of the parameter’s value.
  5. To add more events, repeat steps 2-4.
  6. Confirm by clicking Apply.

Schedule the message display


In this part of the process, plan the time when the in-app message is active and displayed.

  1. In the Schedule section, click Define.
  2. Select one of the following options:
    Run immediately

    1. From the dropdown list, select the time zone consistent with the time zone of your workspace.
    2. If you want to display the message on particular week days, enable Set time windows.
    3. Select the days of the week. To select more than one day, press shift or ctrl (cmd for Mac users).
    4. To select the time of the display on the selected day or days, enable Add time.
    5. In the left field, enter the start time.
    6. In the right field, enter the end time.
    7. Confirm by clicking Apply.

    Scheduled

    1. In the Start field, select the date of in-app message activation.
    2. In the End field, select the date until which the in-app message will be active.
    3. From the dropdown list, select the time zone consistent with the time zone selected for your workspace.
    4. If you want to display the message on particular week days, enable Set time windows.
    5. Select the days of the week. To select more than one day, press shift or ctrl (cmd for Mac users).
    6. To select the time of the display on the selected day or days, enable Add time.
    7. In the left field, enter the start time.
    8. In the right field, enter the end time.
    9. Confirm by clicking Apply.

Define the display settings


In this part of the process, you can set up the priority of the in-app message and define the limits of displaying it.

Priority

The mobile application restricts the display of in-app messages to one at a time. It means that, if several in-app messages are triggered, the system must choose only one to display. In such case, the system chooses the in-app message for display based on the priority assigned to the message (1 being the highest).

The rest of in-app messages will be kept in memory, but they may be displayed if:

  • The event that triggers them occurs and they are active
  • The capping limit is not exceeded

Frequency

By default, an in-app message is displayed every time the conditions for its display are fulfilled. To avoid upsetting users, you can define the general frequency of displaying any in-app message or set a limit for a specific in-app message, especially if the trigger conditions are likely to occur often.

Configuration of display settings


  1. In the Display settings section, click Define.
  2. In the Delay display field, enter the time after which the in-app message will be rendered. The counting starts with the trigger event.
  3. In the Priority index field, enter the priority of the in-app message (choose between 1 and 1000, 1 being the highest).
  4. Optionally, you can define the frequency of displaying the in-app message in a specific time period. To do so:
    1. Enable Frequency limit.
    2. In the Show maximum field, enter how many times you want to display the message to a user.
    3. In the In period of field, enter the time span for the limit set in Show maximum.
  5. Optionally, you can set capping on the in-app message. This means you can define a limit on the total number of times a particular in-app message will be displayed to a user. To do so:
    1. Emable Capping limit.
    2. In the Show maximum field, enter the number.
  6. Confirm by clicking Apply.

Define UTM and URL parameters


In this part of the process, you may define UTM and URL parameters which will be attached to the links embeded in the content of the in-app message.

  1. To define UTM parameters, in the UTM & URL parameters section, click Define. If you don’t want to define these parameters, click Skip step.
    1. Fill in the following fields: UTM campaign, UTM medium, UTM source, and UTM term.
    2. Optionally, you can add URL parameters by clicking Add parameters.
    3. Confirm by clicking Apply.

Adding custom parameters


You can add up to 10 parameters which will be added to every event generated by this communication. Their values are the same for every event in the communication. You can use this, for example, to create a common parameter for events from different types of communication that belong to one marketing campaign.

The list below contains the events to which additional parameters are added:

  • inApp.show,
  • inApp.click,
  • inApp.discard,
  • inApp.capping,
  • inApp.controlGroup,
  • inApp.hide
  • inApp.customHook
  • inApp.renderFail
  • inApp.additionalSegmentCheck
  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.
    The following parameters cannot be sent:

    • modifiedBy,
    • apiKey,
    • eventUUID,
    • ip,
    • time,
    • businessProfileId,
    • correlationId,
    • clientId,
    • uuid
  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 230 characters.

    WARNING: Dynamic values are not supported 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. This is an example event saved in the database. The custom parameter season is located in the params object:

    {
      "action": ...
      ...
      "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.

Testing


In this part of the process, you may test any variant of your in-app message.
For testing purposes, the message is sent to the device by using Google Firebase, in order to omit the trigger conditions.

You can send a test message to up to 15 profiles. The test in-app message always has a greater priority than any active in-app message, so testing serves only for checking the content of the message. It is not meant for testing segmentation conditions, frequency of display, limits, and so on.

  1. In the Test section, click Define.
  2. In the Profiles tab, use the text field to find recipients. The list cannot exceed 15 users
    Important: You may add only users available in the Profiles list.
  3. Confirm the selection by clicking Add.
  4. From the Content variant dropdown, select the variant of the in-app message.
  5. To send the test, click Send test.

Activating the message


To activate the message, in the upper right corner click Activate.

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