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:

  1. Go to Marketing in the left pane and select Messaging.
  2. To create a new message, select Create new in the left pane or select the green Green + (plus) button button in the upper-right corner, and then select the message type from the list.

  3. 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.

    Set a goal

  4. 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.

  5. Scroll down to the How will you measure this goal? section.
  6. 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.

  7. 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.

  8. (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.

    Example: You are running a campaign to see which day of the week was most popular, and you had a hunch it was Mondays. You could add a filter to where Day of the Week is one of Monday. That way, Localytics will only count the conversion event as having happened on Mondays.

  9. When you are done, select Continue to Audience.