Setting a messaging goal

No matter what kind of message you’re sending, you’ll want to set a goal to track its success.

Setting a goal is the same across all message types—push, in-app, inbox, and places (geopush).

Selecting a goal

To select the goal for your message:

Go to Marketing in the left pane and select Messaging.
To change the active app, select the name of the app from the drop-down menu.
To create a new message, select Create new in the left pane or select the green button in the upper-right corner, and then select the message type from the list.
At the top of the page, enter a descriptive name for the message. You’ll use this name in the future when you’re checking on the success of your message.

Select the tile that best describes the goal for your message:

Goal	Description	Insight	Examples
Activate	Get users started and on the right track	Primary: Sessions per user Secondary: Session duration	Welcome message for first-time users Encouraging users to sign in/register Asking new users to enable push notifications
Drive Behavior	Get users to perform a specific action	Primary: Conversion rate Secondary: Conversions per user	Encouraging users to share an article via social media Recommending that users add a show to their favorites list
Nurture	Keep users happy, healthy, and retained	Primary: Retention rate Secondary: Sessions per user	Recommending content based on a user’s past in-app behavior Thanking/rewarding users for using the app on a regular basis
Monetize	Encourage users to purchase or spend	Primary: Revenue per user Secondary: Paying users	Sales and promotions designed to drive purchases Abandoned cart messages Encouraging users to upgrade to a “premium” membership
Re-engage	Bring back churned or lapsed users	Primary: Sessions per user Secondary: Push opt-out rate	Summaries of what’s changed since a user last opened the app Enticing users to return to the app with deals or limited time offers
Notify	Tell users about something else	Primary: Sessions per user Secondary: Opens	Summaries of account activity or changed settings Announcing app updates Announcing upcoming service outages or app downtime

Depending on the goal, Localytics will surface different insights to measure the message’s success.

Scroll down to the How will you measure this goal? section.
Identify an event that will help you measure the success of the message. What action should your user take based on the message you sent them?

There are a handful of events available by default in the Localytics SDK, but you can also track custom events.
Select the event from the drop-down list.

Note: Alternatively, you can select Disable conversion tracking on your message. We don’t recommend this because it’ll be more difficult down the road to track the success of the message without a conversion event.
(Optional) Add filters to better parse out your data.

These filters are powered by profile data—so you can filter the success of your goal based on user data.
When you are done, select Continue to Audience.