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Dashboard - Creating a Message

Messages are a powerful tool that enables operators to increase guest engagement by communicating directly with them through personalized updates and promotions. With the improvements in our new Incentivio Dashboard, creating and sending messages is now easier than ever.

This article provides an in-depth, step-by-step guide to creating a new message in the Dashboard.

 

Contents

  1. Basics
  2. Target Audience
  3. Availability
  4. Look

 

Creating a Message

To create a new message:

  1. In the Incentivio Dashboard, navigate to Communications > Messages.
  2. Select + Create Message.

The create message template is divided into four sections: Basics, Target Audience, Availability, and Look.

 

Basics

  1. Enter the internal title and select the appropriate campaign.
    Screenshot 2024-10-02 at 11.21.19 AM.png
  2. Select the appropriate message type:
    • Private: This message is sent directly to your customers to share brand news. Customers cannot share this message on social media.
    • Shareable: This message is sent to customers but also displays a Share button, allowing customers to share the message on Facebook or Twitter/X.
    • Referral: This message type allows customers to refer friends to the app. When a customer shares the message on social media, a customized referral code will be included, which new users can enter when signing up.
      Screenshot 2024-10-02 at 11.33.27 AM.png

 

Target Audience

This section controls which customers are eligible to receive this message.

  1. If this message should be sent based on the customer completing a specific activity (e.g., completing a transaction, entering a promo code, etc.), toggle on Activity Based. Otherwise, it will be sent automatically to users based on the Targeting Rules.
    Screenshot 2024-10-02 at 11.38.20 AM.png
  2. Select whether this message targets Customer Tags, Custom Targeting Rules, or Segments.
    • Customer Tags - Target specific customer tags so this message will only be sent to loyalty accounts with the desired tag.
    • Custom Targeting Rules - Target pre-set rules (such as Everyone, Average Basket Value, or Journey Stage) to control who receives this message.
    • Segments - Pre-set groups of targeting rules that can target the same group of customers across communications. For more information about creating Segments, refer to this guide: Creating a Segment
  3. Creating separate Targeting Rule Groups using custom targeting rules is now possible, allowing for more flexibility and reducing the need to create duplicate messages targeting different groups.
    For example, you can create two targeting groups within a single message if you'd like to target users who have at least 5 orders per month and are considered Sliders OR users who have at least 3 orders per month and are considered Churned:
    Screenshot 2024-09-30 at 10.54.41 AM.png

 

Availability

  1. Select how often customers can receive this message:
    • One time only - Customers will only ever receive this message once.
    • One active message at a time - Customers can only have one copy of this message in their inbox at any given time. Once it has been deleted, they will receive another copy if the message is still active and they still qualify, based on the rules set in the Target Audience section.
    • Multiple messages at once - Customers can receive multiple copies of this message. This should only be used with activity-based messages to prevent overcrowding inboxes with duplicate communications.
      Screenshot 2024-10-02 at 11.46.54 AM.png
  2. Select when this message will be sent:
    • Start Date
      • Immediately - This message will be sent out at the next available time slot or once customers complete the necessary activity.
      • Custom Date - This message will begin sending out on the date selected at the first available time slot or once customers complete the necessary activity.
    • End Date
      • Never - This message will not stop sending new copies until it has been deleted from the Dashboard or until the end date has been changed to Custom Date and a specific end date has been entered.
      • Custom Date - This message will stop sending customers new copies after the selected date, which is the last day customers will receive new copies.
    • Advanced Options - can be toggled on for additional customization, including:
      • Time zone - Set the time zone that controls the time slots during which this will be distributed.
      • Days of the week - Set which days of the week this message will be distributed on (All Days will be selected by default).
      • Time slots - Set which time slots this message will be distributed during. By default, 7 a.m.—8 a.m. will be selected.
      • Distribution limits - Set an (optional) maximum number of distributions.
        Screenshot 2024-10-02 at 11.49.46 AM.png

 

Look

  1. Select how this message will be sent to customers. Multiple options can be selected, and customers will receive them through the channels they have opted into:
    • Account - This cannot be unselected. All communications they qualify for will be sent to their account (in-app) inbox.
    • Push - Customers will receive a push notification if this permission is enabled in-app and in their app-specific settings.
    • Email - Customers will receive an email notification if they have opted in to email marketing communications.
    • Text Message - Customers will receive an SMS notification if they have opted in to SMS marketing communications.
      • If Text Message is selected, you can also set a distribution limit of Unlimited or Fixed Amount, which can help control costs.
        Screenshot 2024-10-02 at 11.52.08 AM.png
  2. Create the display content, which users will see in their inbox/email.
      1. Enter the display title, short description, and long description.
        Please note: The short and long descriptions each have a maximum character count of 500 characters.
      2. Upload both a small image (square, 1:1 ratio) and a medium image (rectangle, 25:14 ratio.) Our new in-page image cropping tool helps ensure that the image is displayed to customers exactly how you intended.Screenshot 2024-09-30 at 4.41.44 PM.png
      3. If using Text Message: Set the SMS display content.
        Please note: The character limit is only 70 characters per SMS when using emojis in SMS communications. Otherwise, it is 160 characters. If the character count exceeds these limits, multiple SMS will be sent, which will incur additional costs.
        Screenshot 2024-09-30 at 4.42.10 PM.png

Once all fields are complete, select Save Message. No additional action is needed for this to begin sending out; it will begin to do so automatically based on the Start and End Dates set.

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