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. You can then send those users a reminder message or coupon to complete their purchase.

find-people-demo
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

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.

Our recommended resolution for custom images is 600x1200 pixels, with a file size of approximately 150KB, in .jpg or .png format. Do test your in-app messages on a variety of devices before scheduling the campaign.

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