Create an In-App delivery within a workflow

Learn how to use the In-App delivery activity to automate sending an In-App message to a target audience calculated in a workflow.

In this video, we’ll show you how to use an in-app delivery within workflow.
So, I’m currently on the marketing activities page, and I’ll go ahead and click Workflow here to start creating a new workflow. Select new workflow, click Next.
Leave the properties as default and click Create.
Now, let us go ahead and create a simple workflow here.
So, we’ll add a Scheduler activity, and a Query activity to query the audiences, and, finally, we can go ahead and add an in-app delivery.
Now, let us go ahead and configure each one of these.
So, the time for Scheduler can be set as 3 p.m.
And let’s say this goes on for five iterations that start on February 20th, click Confirm.
Next, let’s go ahead and define the audiences using the Query activity.
In the Query activity, make sure that your targeting dimension under properties is targeting the resource that is being used in your delivery template as well. So, for example, if you’re using a profile-based delivery template, the resource should show profile here and targeting dimension also profile.
If you’re targeting a broadcast delivery template, then you should choose your resource as mobileAppV5.
And if your delivery template is an app subscriber-based template, then ensure that you’re using subscriptions to an application as the targeting dimension. So, let’s go ahead and try this one, subscriptions to an application, and click Confirm.
Let’s go back and define the query criteria. Say, my query criteria is that email is not empty.
Click Confirm.
Check the count and click Confirm again.
Now, we are all set to define the properties of this in-app delivery, so let’s go ahead and open the activity.
Choose recurring notification and click Next.
So, this time I have to be sure to choose the mobile profile-based targeting because the that is the targeting dimension that I have chosen.
Choose mobile app on which you want to target your users.
Now, note that your audiences from Query activity will be further filtered based on the mobile app that you select here. So, if your Query activity yielded 40 audiences, but only 10 of them are subscribed to this particular app, the in-app message will be sent to only those 10 users. Click Next here, and define trigger for your in-app message.
Say, my trigger is purchase, click Confirm, and now let us go ahead and define the frequency and duration of this trigger.
Let us choose a frequency as always such that the message will be displayed every time the trigger criteria is met.
Choose a start date and end date of your delivery and click Next.
Now, we are ready to define some content for this in-app message.
We can go ahead and add a button to this message which simply dismisses the message, and click on Create.
This presents you the Summary dashboard of your in-app delivery, so verify that everything here meets your requirements, and if you are satisfied, go back to the workflow.
Okay, looks like we are all set, so let’s go ahead and start this workflow.
For the purposes of this demo, I’ll go ahead and force start this workflow.
Okay, as you can see, the Query activity yielded 169 audiences, and now let’s check our in-app delivery.
Okay, so, 165 deliveries were sent. Let us switch to my phone screen now and check if the in-app message has arrived in my app.
Okay, there is the message.
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