Documentation > Dashboard User Guide

Finding and Engaging Users

Find People

The MessagingFind People View lets you segment (i.e. group) your users by particular characteristics and/or events they have taken (or not taken) in your app.

You can view detailed engagement statistics as well as demographic, device, location information for those users. Moreover, you can run targeted push, in-app, email and web campaigns for these user segments.

For example, you might construct a user segment of all users in San Francisco who Added to Cart but did not complete the Cart Checkout event during a specified timeframe.

find-people-demo
Similarly, you can create a segment of users based on the sum of the numeric values for an event property across all the event’s instances.

For example, you can also construct a user segment of all users in San Francisco who Added to Cart items for which the combined amount is greater than $200 but did not complete the Cart Checkout event during a specified timeframe.
You can then send those users a reminder message or coupon to complete their purchase.

Inside your user segments you can drill down into individual user profiles to see their detailed user profile and activity data.

Video Overview

Clever Campaigns

Clever Campaigns are pre-built messaging campaigns designed to help you engage and retain users at particularly crucial moments in the user lifecycle:

  • When a new user launches your app – the onboarding experience is critical to retaining that user.
  • When a user has not returned to your app for a period of time, signaling that you may be at risk of losing that user.
  • When a user has uninstalled your app.

You can use Clever Campaigns to:

  • Convert newly acquired users into regular users
  • Encourage existing users to use your app more frequently
  • Run win-back campaigns on users who have uninstalled your app
  • Remind users to upgrade to the latest version of your app

Video Overview

Push Notifications

Push notifications are short messages that you can send to your app users. They appear in the notification tray, or the notification inbox of the user, as shown below.

Push Notification samples

Push notifications help you communicate with your users. They can be used to send time-sensitive and relevant messages which are automated, but personalized.

The MessagingPush View lets you easily schedule, target and personalize push notification campaigns to your users or user segments. Once a campaign has been sent, you can view detailed reports on how many messages were sent, how many users clicked on them, etc.

Scheduling

A push notification campaign can be scheduled to run
– On a specific date and time
– For a specific time duration
– In response to an event
– User event/inaction combination (abandoned cart scenario)

Targeting

To target your push notifications to specific groups of users, you create user segments on the fly or use a previously saved user segment. See Find People above.

Personalization

The push notification title and message body can be personalized for every user based on specific user attributes or properties of events. See User Profiles to learn more about user profile attributes and events.

To invoke the personalization menu, type @ in the title or the text fields while typing out the push notification message.

Emojis can be included in your push notifications just like regular text. You can use the CleverTap emoji picker, or copy-paste emojis from Emoji keyboards.

Push-Notifications

We recommend using smart deeplinks to send users to specific sections within the app or redirect them to a website

Push Campaign Throttling

You can throttle the rate at which CleverTap will deliver push notifications. If your user base is large and they all receive a Push notification at roughly the same time and choose to click on it and open the App, you could experience a significant (unwanted) load on your systems.

Push Campaign Throttling is used to meter how quickly CleverTap will deliver your notifications.

For example, if your reachable audience for a campaign is 500,000 users and your back-end systems can only support up to 20% of them, you can set a throttle limit to 100,000 notifications per 15 minute interval. The entire campaign will deliver in 1 hour 15 minutes.

push notification campaign throttling

As a general rule of thumb, if you wish to throttle a campaign, set the throttle to ~20% of your total reachable audience.

In-app Notifications

In-app notifications are popup messages that show while the user is using your app. While, push notifications are viewed by the user outside the app, in-app notifications are viewed inside the app. In-app notifications are great to show contextual messages – like discount offers while the user is in the app, or to communicate with users who have turned off push notifications.

1_Game-inapp-example 2_Ecommerce-inapp-example 3_Travel-inapp-example

You can add pre-set or custom backgrounds and images to your in-app notifications and button-based calls to event, including invoking deep links inside your app.

In-app campaigns support all screen sizes and orientations. Images are scaled or skewed and aligned to the best size & orientation at the time of delivery. We recommended you use images with aspect ratio 2:1, smaller than 150KB in size and in .jpg or .png formats

The MessagingIn-app View lets you schedule, target and personalize in-app notification campaigns to your users or a segment of users. Once a campaign is running, you can view detailed reports on how many messages were shown, how many users clicked on them, etc.

Scheduling

An in-app notification campaign can be scheduled to run

  • Once on a specific date and time
  • For a specific period of time.

The in-app notification campaign must include a trigger event event for display of the notification.

Targeting

To target your in-app notifications to specific groups of users, you create user segments on the fly or use a previously saved user segment. See Find People above.

Personalization

The content can be personalized for every user based on specific user attributes or properties of events. See User Profiles to learn more about user profile attributes and events.

To invoke the personalization menu, type @ in the title or the text fields while typing out the push notification message.

In-app

Email

The MessagingEmail View lets you easily schedule, target and personalize email campaigns to your users or user segments. Once a campaign has been sent, you can view detailed reports on how many messages were sent, how many users clicked on them, etc.

Scheduling

An email campaign can be scheduled to run
– On a specific date and time
– For a specific time duration
– In response to an event
– User event/inaction combination (abandoned cart scenario)

Targeting

To target your emails to specific groups of users, you create user segments on the fly or use a previously saved user segment. See Find People above.

Personalization

The email subject and message body can be personalized for every user based on specific user attributes or properties of events. See User Profiles to learn more about user profile attributes and events.

To invoke the personalization menu, type @ in the subject or the body field while typing out the email message.

Dashboard Email

Dashboard Email Create New 1

Dashboard Email Create New 2

Please be sure to integrate your email provider account in your CleverTap Settings -> Connectors tab -> Email section.

Dashboard Settings Email

Video Overview

Web Notifications

Web notifications are popups message displayed in your desktop or mobile website.

CleverTap web notifications come in two types:

  • Those displayed in a footer of your site. These are available for desktop and mobile sites.
  • Those displayed just before the user exits your site. These are available for desktop only.

User clicks on a web notification can open a url, invoke a javascript function, or simply do nothing.

You may also include a pre-set or custom image to be displayed in the notification.

The MessagingWeb View lets you schedule, target and personalize web notification campaigns to your users or a segment of users. Once a campaign is running, you can view detailed reports on how many messages were shown, how many users clicked on them, etc.

Scheduling

A web notification campaign can be scheduled to run
– Once on a specific date and time
– For a specific period of time.

The web notification campaign must include a trigger for display of the notification. The trigger could be
– When the user views a particular page of your site
– When the user views a number of pages viewed on your site
– When the user shows up via a referrer site
– When on a particular event.

Targeting

To target your web notifications to specific groups of users, you create user segments on the fly or use a previously saved user segment. See Find People above.

Personalization

The web notification title and message can be personalized for every user based on specific user attributes or properties of events. See User Profiles to learn more about user profile attributes and events.

To invoke the personalization menu, type @ in the title or the text fields while typing out the push notification message.

Web-notifications

Video Overview

Facebook Audiences

A great way to re-engage users with your app (i.e. get back lost users) is to reach those users via Facebook ads using Facebook Custom Audiences.

Learn more about Facebook Custom Audiences.

In the MessagingFB Audiences View you can create user segments and export that data into your Facebook ads account to create Facebook Custom Audiences. See Find People above for more information on creating user segments.

Facebook-Campaign

Please be sure to integrate your Facebook ads account in your Dashboard SettingsIntegrate Ad NetworksFacebook Ads section.

Facebook-Settings

Notification Delivery Options

1. Delivery in User’s Timezone:

CleverTap gives the option for delivering notifications in the user’s timezone while creating scheduled campaigns. This is a relevant feature for businesses having international users and who’d want to send time-sensitive notifications to their users. If you select this option, CleverTap will stagger the delivery of notifications and qualify users according to their timezone.

To set the timezone of the users, you will have to push it via the Tz key in the profile update push.

When setting up a campaign to be delivered in the User’s Timezone you’ll need to distinguish between the timezone of your Account (Account Timezone) and the local timezone of your users receiving the campaign.

Below is an example:
user time zone delivery

Let’s assume a Marketer in San Francisco (Pacific Time) creates a campaign at 4:14pm in their CleverTap Dashboard. The campaign is scheduled to deliver messages to users at 8:00pm in their local timezone.

At 5:00pm Pacific Time (Account’s Timezone) the first set of messages will deliver to users in the East Coast Timezone (8:00pm in the Eastern Timezone). One hour later (6:00pm Pacific or 8:00pm Central time) the second set of messages will be delivered to anyone qualifying in this timezone. Two hours after that (8:00pm Pacific) the next set of messages are delivered to users on the West Coast, and so forth. A typical campaign will execute for every timezone around the globe, delivering messages to any user who qualifies in each timezone.

After the marketer finishes creating the above campaign, it will move into a Scheduled State as shown here:
scheduling of user time zone notifications

Once the campaign starts executing it will move into the Running State and you’ll be able to see exactly which timezone was last delivered to and which timezone is next.
user time zone delivery report

There are two additional delivery options – drop messages or hold for delivery the next day – so that you have maximum control over campaign delivery.
user timezone delivery options

How these delivery options work:
Consider the above marketer to be located in the midwest (Central Time). At 11:30am, a lunchtime campaign has been scheduled to be delivered in each user’s local time. As above, the Campaign Start Time is set to 12:00pm and the first set of messages will go out at noon Central Time. Two hours later, west coast users receive the campaign.

Since this campaign was initiated at 11:30am Central – it was already 12:30pm Eastern which is after the specified delivery time for the east coast users.

The campaign will continue to deliver messages in each timezone moving from East to West until it reaches the first timezone.

If “Drop the Message” was selected, any user whose timezone had already been passed when the campaign kicked off will NOT receive this campaign.

If however the option to Hold and Deliver the Next Day was selected, then the campaign will continue executing for every timezone around the globe and eventually deliver the campaign to the east coast users at noon (eastern time) the next day.

If it is critical for a campaign to be delivered on a certain calendar day (say it’s an Easter campaign) and the message has to arrive on Easter Sunday or not at all choose the “Drop the Message” option.

Alternatively, if the date doesn’t matter, then select “Hold and Deliver” the Next Day.

2. Do Not Disturb Hours:

CleverTap gives the option for setting the “Do Not Disturb” hours for notification delivery while creating a campaign. You can set this to ensure that the users who get qualified for the campaign are not disturbed during the specified DND hours.

If a user qualifies for a notification in DND hours, you can decide to either completely discard the notification, or specify to deliver the notification to him/her after the end of DND hours.

3. Campaign Cut-off:

CleverTap gives the option for setting the campaign “cut-off” time for every scheduled campaign while creating it. You can set this to ensure that the delivery of notifications is stopped after the specified cut-off time. This is useful if the campaign is time-sensitive and if the notification won’t be relevant later.

4. Global Campaign Limits:

If you have multiple marketing campaigns running simultaneously for any one channel (Push, Email, etc), the same user may qualify to receive a message from more than one campaign in a given day (or week/month). Frequency Caps allow you to limit the number of notifications a user will receive from all the campaigns running for that channel

Frequency are channel specific. Frequency Caps allows you to limit the total notifications received in a given timeframe for one delivery channel and not across all the channel as a whole.

Frequency Caps are set under Campaign Limits in Settings:
campaign limits

Error Reporting with Frequency Caps

In the Error Reporting section of the campaign report you can find the number of users that did not receive the campaign because of this frequency cap setting.

error reporting for campaigns