Create a message

Use the Message composer to send a single message to any channel.

To get started, select the Create dropdown menu (), then select Message. Next, enter a message name and save it. Select the gear icon () to flag it as a test.

After completing a step, select the next one in the header to move on.

Audience

In this step, define who you want to send your message to, and then set Channel CoordinationA group of strategies for targeting users where they are most likely to receive your message. and which channel types to include. You can also filter channels in your audience based on user data.

 Note

For projects using the channel-level segmentation system, configure the Audience step using the following options, as well as Localization. Channel coordination and channel conditions do not appear in those projects.

Enable the channels you want to send the message to, then choose a group of users.

OptionDescriptionSteps
All UsersYour entire audience for the selected channelsn/a
Target Specific UsersAudience members in a group you defineUse the same process as when building a SegmentA reusable audience group you create by selecting unique or shared user data..
Test UsersMembers of a Test GroupA preview group is audience group used for previewing personalized content in the dashboard. Wherever a personalization preview is available, you can select a preview group, and its group members’ attributes will appear for any Handlebars references to attributes. You can enable any preview group as a test group so you can send test messages to its group members. These messages appear as tests in Messages Overview.Select a Test Group.
Upload UsersUpload a list of users just before sending the message.See Bulk Sending.

To make this audience eligible for retargeting, enable Generate retargeting segments. This option is only available when your only selected channels are app platforms, Web, and Email.

Audience selection

Choose a group of users:

User groupDescriptionSteps
Target by conditionsInclude only users who meet conditions you define based on user data.Use the same process as when building a SegmentA reusable audience group you create by selecting unique or shared user data..
Test groupInclude the members of a Test GroupA preview group is audience group used for previewing personalized content in the dashboard. Wherever a personalization preview is available, you can select a preview group, and its group members’ attributes will appear for any Handlebars references to attributes. You can enable any preview group as a test group so you can send test messages to its group members. These messages appear as tests in Messages Overview..Select a Test Group.
Upload a listUpload a list of users just before sending the message. This option is only available when you have one of Email, SMS, or an Open Channel enabled in Channel coordination.See Bulk Sending.
All usersInclude all users in your project for the selected channels.n/a

Channel coordination

First, select a Channel CoordinationA group of strategies for targeting users where they are most likely to receive your message. strategy:

  • Fan Out targets a Named User on all the channels they are opted in to, maximizing the chances they receive your message.
  • Last Active targets a Named User on the opted-in channel they used most recently.
  • Priority Channel targets a Named User on the first channel they are opted in to, in the priority order you set.

Then, enable the channel types to include in your audience. For Mobile Apps, also select from the available platforms. For Priority Channel, also drag the channel types into priority order.

Channel conditions

Use Channel conditions to filter which channels are included in the audience. A channel must meet the conditions to remain in the audience.

For example, if your audience includes users with app, email, and SMS channels, and you set a channel condition requiring membership in an email Subscription List:

  • Only email channels that meet that condition would remain in the audience.
  • All app and SMS channels would be excluded.

To set channel conditions, use the same process as when building a SegmentA reusable audience group you create by selecting unique or shared user data.. You can use the following data in your conditions:

Selected Lifecycle, Subscription, and Uploaded Lists must contain Channel IDs or Named Users as the identifier, not a mix of the two.

Localization

Enable Localization if you want to provide different content to app and web users depending on their language and country. See Localization.

Content

Configure the message content per enabled channel. See Content by channel and Localization.

Delivery

Configure delivery.

Review

Review the device preview and message summary. Select the arrows to page through the various previews. The channel and display type dynamically update in the dropdown menu above. You can also select a preview directly from the dropdown menu.

Select Send Message or Schedule Message.