Creating a Triggered Push Campaign

Learn how to create a triggered push campaign

Video: Aimtell Creating A Triggered Push Campaign (4:27 min)

Triggered notifications are automated notifications that go out automatically after a certain event has occurred. We automatically track several events for Shopify users (view list) but you can always add custom events (view more).

In this document, we are going to show you how to add triggered notifications into your web push notifications. These notifications are triggered when a user triggers a certain event. Let’s get started.

Before we get started:

In order to send triggered notifications you will first need to make sure you are tracking some custom events on your website. As mentioned above, some of our integrations will automatically track events for you. You can see if your site is collecting any events by checking the Logs > Custom Events within your dashboard.

If you need help tracking custom events, please check out our documentation on event tracking.

 

Steps:

Start off by logging into your Aimtell account and opening your dashboard. From there, click on ‘ Triggered Notifications’ located in the navigation bar on the left side of the screen.

 


Selecting ‘Triggered Notifications’ will take you to your Campaigns page for all of your triggered campaigns. If you installed our software via one of our 3rd party plugins you may have some sample campaigns already prepared for you. For instance, Shopify users will see two campaigns - one for ‘Item Shipped’ and one for ‘Abandoned Cart.’ These are two popular examples of triggered campaigns you may wish to set up for your website.

Alternatively, you can also choose from a selection of pre-made templates. Click the Templates tab at the top and if you wish to use one, hit ‘View Template’ and then ‘Use Template’ to add it to your list of triggered campaigns.

To create a new campaign, start by selecting the ‘New Triggered Notification’ button. This will allow you to set up a new triggered campaign for particular subscriber action.

 

TP 1-1

 

Once you hit ‘Create Campaign’, enter your title, body, and destination URL based on this new campaign. In the example below, we are preparing a notification that will go out automatically to a subscriber after they download our PDF.

You can also add "Action Buttons":

Triggered Action Buttons


Action buttons are a great way to customize your push notifications. Action buttons also provide the opportunity to add two additional landing pages to your push. You can read more about utilizing the action button here.

After you set up the content for your notification, click the ‘Trigger’ tab to open the customization options for what will trigger the notification. In this case, the category is "Downloaded" and action is "Success PDF."


Triggered_Notification_PDF_Downloaded_

Note: You can also specify an optional Event Label or Event Value. For your Event Label, you can use ‘Is’ or ‘Contains’ logic for added variation. Using ‘Contains’ allows you to create even more targeted and relevant triggered campaigns for all different types of events you set up to track.

For example, in this PDF download example, you could set up two unique triggered campaigns, one that triggers from your blog and one that triggers from a case study. Set your Event Label as a URL and use ‘Contains’ logic to target different URLs such as your blog (/blog) or a case study section (/case-studies)

Event_Label_Contains

Next, hit the conversions tab and enable conversion tracking if you wish to do so. If you do enable conversion tracking, you will have to provide your event category and action again.

triggered conversions

Then, select the ‘Settings’ tab to determine final information about the notification, including when it should be sent. First set up your delay- it can be measured in minutes, hours, or days. Be sure to select the correct measurement and then input the number that you want. 

You can also choose to auto-hide the notification if you want, and if so you input the amount of time in seconds. You can enable device targeting if you want and choose to target all devices, desktop devices only, or mobile devices only.

Finally, you can also set up segment targeting if you want the triggered notification to only send to certain subscribers that either exist or do not exist in a certain segment. Select the condition you want (if you want the subscriber to either exist or not exist in a certain segment) and then select the segment you want.

triggered settings-1


When you are finished, you may either save the campaign as a draft or activate it right away by selecting the appropriate button at the bottom of the page (you may also choose to delete the campaign if you wish).

That’s it! Your new triggered notification will display along with all of your other triggered campaigns.

Tip: A great way to save time if you have several websites that you are managing web push for is to copy and paste campaigns across your various sites. From your list of triggered campaigns select the ones you wish to copy, and select ‘Copy Campaign(s)’ from the Options menu. Head to any other website you manage, go to Triggered Notifications, and this time hit ‘Paste Campaign(s).’

copy_and_paste_triggered_campaigns