Lesson 2 - Create a mobile in-app campaign

In this lesson, you create and trigger mobile in-app messages.

Learning Objectives

  • Understand how in-app messages are triggered.
  • Know how to create a mobile in-app campaign.
  • Trigger an in-app message.

Exercise 2.1 - Log in to Journey Optimizer

  1. Open Adobe Journey Optimizer

  2. Login using the following details:


    Username: L820+<your seat number>@adobeeventlab.com
    Password: Adobe2024!


    You can find the details for your login on your lab machine desktop. Use the Adobe ID and the Password.
    desktop

    Login screen

  3. You can skip the next two screens:


    Phone number


    Personalization pop up

SUCCESS
You should be logged in to Journey Optimizer and on the homepage:
AJO Homepage

Exercise 2.2 Create a mobile in-app campaign

In this exercise, you create an in-app messaging campaign, which is triggered, when you open the app.

  1. In Journey Optimizer, in the left navigation, select Campaigns.

  2. Click Create Campaign.

    Create Campaign

  3. On the Create Campaign page, in the Action section, select the In-app message check box.

  4. From the Send to dropdown, select Mobile.

  5. From the App surface dropdown, select Frecopa Mobile App.

  6. Click Create.

    App surface

SUCCESS
You should now be on the Campaign properties:
Campaign properties

Exercise 2.3 Configure your campaign

2.3.1 Properties section

Give your campaign a name. Make sure to start the name with your seat number, so you can easily find your campaign again.

For example if your seat number is 99: 99 - Welcome Campaign.

properties section

2.3.2 Set up your custom trigger rule

  1. Scroll down to the Triggers section, then click Edit triggers.

    modify

  2. In the rule builder, click on Application Launch and from the dropdown select Sent data to Platform.
    Sent to data platform

  3. Add a condition by clicking Add condition.

    add condition button

  4. From the Select a trait drop down, select XDM event type.

    XDM event type

  5. In the following text field, add a <custom string value> that you can remember.

  6. To save the value, click Add <custom string value>.

    This custom string value is used later to fire you message.

    note tip
    TIP
    Adding your seat number to the custom string value makes it unique and easier for you to remember.
    For example: 99exerciseTrigger

    add custom trigger string value

  7. Click Done in the top right.

SUCCESS
You have now defined your In-app message with a custom trigger event.
Campaign with custom trigger defined

2.3.3 Edit the content of the in-app message

In the Action section, click Edit Content.

Edit content button

The In-App message editor displays, where you configure the in-app message content.

2.3.3.1 Layout

Select which layout should be applied to your message.

For example, click Modal to make your in-app message a modal layout.

modal button

2.3.3.2 Authoring your message and publishing your campaign

  1. In the media section, paste in the following URL: https://t3.ftcdn.net/jpg/02/79/42/52/240_F_279425217_Hr9VBkknMr4fTpuZbxZXfcYdC7jSvGl2.jpg


    When you click out of the value field, your image should appear.

    media shown on the preview

  2. In the following Content section, add in your own custom text that you want to be displayed in your message for the Header and Body.

    Header and Body

  3. Additional Options:

    1. Buttons:

      Buttons section

      1. In this section of the editor, you can customize the text for your CTA button by editing the Button Text field.

      2. The Interact event field is used to define the value that is passed to the SDK when the CTA is pressed by the user.

      3. The Target field is used to define where you would like the CTA to take the user. This includes URLs and Deeplinks. For example, you can add this deeplink to a product page such as dxdemo://exoticVibes.

      4. You can add additional buttons by pressing + Add button.

      5. When a second button is added to your message, you now have the option to change the button layout with the drop-down box.

    2. Advanced formatting

      advanced formatting toggle

      Enabling this toggle will give additional customization options in the editor.

      1. Media Size
      2. Font
      3. Pt size
      4. Font color
      5. Alignment

      advanced formatting options

    3. Settings Tab

      By shifting over to this tab and in the Preview section, you can change the App Preview.


      Settings tab

      1. The Layout section gives you option to use an image as the background or a solid color.

      2. The Message section provides custom interactions that can be enabled for your message:

        1. Custom Gestures
        2. UI Takeover
        3. Custom UI takeover
        4. Custom size
        5. Custom position
        6. Custom animation
        7. Message round corner
  4. When you are done authoring your content and are satisfied with you message click the Review to activate button.

    note success
    SUCCESS
    You have now completed authoring your mobile In-app message. You should now be on the Campaign Review to activate page.
    review and activate
    Here you will be able to see a complete summary of your message.
    Please take note of the custom value that you used as you trigger rule. This value will be used to fire your In-app message. The value that used can be found on in the highlight area of the summary page.
    note note
    NOTE
    The current trigger for the in-app message is the default Application launch event happens, which means that the in-app message is triggered when the app launches. You can see this in the Schedule section.
  5. If you are done reviewing your Campaign, press the Activate button to publish the Campaign.


    activate

SUCCESS
You should now see the Campaigns dashboard. Locate your campaign by scrolling or by using the search feature. When your Campaign changes status to Live (~1min), your Campaign has now been published.
Published campaign

Exercise 2.4 Trigger the mobile in-app message

To refresh the payload and download your newly published Campaign:

  1. On your mobile device, completely close out the Fréscopa app.

  2. Reopen the Fréscopa app.

  3. Now navigate to the Exercise tab on the app.

    Exercise button

  4. In the text field, type in your custom trigger value that you defined in you Campaign. Then press Submit.

    modify {align="center" width="250" modal="regular"}

SUCCESS
By clicking submit, you manually fired a trigger and the in-app notification you created pops up:
In-app message
If you are having issues triggering your message, check for the following:
  • In the Event name field on your mobile app, make sure that you type in your trigger rule value exactly how you had it in the Campaign.
  • Make sure capitalization is correct and that you do not have a leading or ending space.
  • You can look up your trigger rule value that you used if you go back to your Campaign review page by clicking back into your campaign on the Campaign Dashboard.

You just authored and published your first Journey Optimizer In-app message!

Bonus Exercise: Duplicate Campaign and Preview on device

The Duplicate campaign and Preview on device features are out-of-the-box functionality that allows you to duplicate your Campaigns and test and review your In-app messages directly on your device before activating it. In this exercise you will learn how to use this feature and preview the message you created in exercise 3.1.

  1. Open the campaign you just created, by clicking on the name of the campaign in the Campaigns dashboard page to open the campaign. This will take you back to the Review campaign page.

  2. Press the Duplicate button. This will open a new prompt to name your new campaign that is being duplicated. Add in a new name that you easily remember or used the default name where _copy is added by default.

    duplicate campaign

  3. Once you hit the duplicate button, your duplicate campaign will be created, and you will be taken back to the Campaigns Dashboard.

  4. Once your campaign is duplicated, open your new campaign.

  5. You can access the Preview on device feature on the Campaign review page or on the Campaign author step.

    preview on device button

  6. Next, click the start button from the connect to device screen.

    start button

  7. Enter the base url which has been configured to launch the Fréscopa app: dxdemo://

    preview url

  8. Follow the instructions on the screen:

    1. Scan the QR code with your mobile device, and the Fréscopa app opens with a screen that allows you to enter a pin displayed.
    2. Enter the pin shown in AJO on the Assurance screen on your device and click the Connect button which appears at the bottom right once you have entered the pin.

    enter pin {align="center" width="250" modal="regular"}

  9. This pop-up appears on your computer screen

    pop-up

  10. Click the Done button. This will close the dialog box and your phone is now connected to Preview on device.

SUCCESS
Your in-app message appears on your device.
*Once connected, your in-app message should display each time, you click the Preview on device button.

Additional resources

How to videos:

Product documentation:

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