With a mobile campaign, you can deliver personalized, interactive mobile app messages including images, video, sound, website and call links. Here is all you need to know before creating your first mobile campaign.
Types of mobile messages
Let's look at the different types of mobile app push notifications and messages:
- Use permission-based push notifications to get the mobile app user's attention when they're not active in your app.
- Mobile app inbox-only messages reach your entire app audience and provide users with the convenience to store messages for later use. Use them to deliver rich, full-page content inside of your app that can be stored within an inbox for a specified amount of time.
- When you send an in-app message, users will see it when they are actively using the mobile app.
- Data-only notifications update background data in the app. The data payload is sent to the device but is not shown to the user.
- A push notification with inbox action will open the mobile app's inbox when the user slides the notification.
Mobile user roles
In most Campaign organizations, there are different user roles that help set up, create, and send mobile app messages and notifications.
- Sets up user accounts
- Configures mobile user permissions
Note: User permissions must be set up before users can work with mobile app messages and Device Location Awareness (DLA).
- Builds the mobile app, including any customization for Universal Behavior (UB) events in the app
- Connects the Push Notification SDKs
- Registers the mobile app
- Configures the app by providing the Apple Push Notification Service (APNS), and Firebase Cloud Messaging (FCM) keys
- Defines and configures the app groups and any custom actions or action categories
- Configures the Iinbox, In-app, data and extensions, and simple templates
- Creates mobile app messages
- Creates HTML content blocks for certain mobile app messages
Before you begin
Before you can create mobile messages, make sure these tasks are done:
- Provisioning enables your organization for mobile app messages.
- Your organization is provisioned for universal behaviors.
- The organization administrator enables mobile app messages at the user-level for developers and marketers.
- You're using a flexible database that is mobile app-enabled and has a mobile app messages custom field.
- You downloaded the latest SDKs and plugins.
- You implement the Android (FCM) or iOS SDK (Swift and Objective C) within your mobile app.
- Your developer added your mobile app and created app groups in Campaign.
- Your mobile app developer configured any default and custom actions or action categories.
- If necessary, your developer created mobile app templates.
Note: The SMS or mobile app message channels in CRM integrations require customization to work properly. For more information, please contact your client service manager.
Set up a mobile campaign database
Each organization can have only one mobile app-enabled database. If your organization is also SMS-enabled, you can have one SMS database and one mobile app database, or one database used for both channels.
Important: You cannot change a mobile database after it is enabled. If you delete or purge a mobile app contact record in the database, all of the mobile app user contact records are broken and associated emails will fail.
Create a new mobile database
After user permissions are configured, you're ready to create a new database.
Tip: You can also use an existing database if it is a single opt-in, flexible database without a unique identifier. This is necessary because the mobile app message consent data is stored in the Mobile Push User ID field.
- In Campaign, click the Databases tab and click Create.
- Select the Single Opt-In Database option.
- Name your database or list and save it in the Shared directory.
- Choose Flexible Database from the list and click Next.
- In Field name, type the name of the field that will contain the Mobile Push User ID value. This text field becomes the unique identifier for the mobile app messages contact. The value is used to map the contact's device to the enabled mobile app user database.
- In the Field Type list, select Text and then add the field.
- Click Create.
Enable the Mobile setting
After the database is created, you can enable the mobile app setting on the database.
- Select the name of the mobile app-enabled database on the View Data page.
- Click Settings on the Database Summary page and select Enable Mobile Push Notifications under Mobile Settings.
- When the Enable Mobile Push Notifications, checkbox is selected, the mobile user ID field is automatically added to the database.