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Create Campaign

Create Campaign

Kahuna provides a framework for creating and running automated communication campaigns. Kahuna automated campaigns determine the best messages, times, and channels for reaching out to your users. Kahuna provides an intuitive and powerful campaign creation workflow that helps you to build campaigns that facilitate user action.

Campaign Types

Kahuna's campaign creator provides a library of campaign types from which you can carefully target single-channel or cross-channel campaigns. This section provides high-level procedures for using the various Kahuna campaign types to create customized automated communication campaigns. For detailed descriptions of Kahuna's various campaign components and how to configure them, see Campaign Components.

Adaptive Campaign

Adaptive Campaigns are perfect for sending messages on a programmatic or one-off basis to users who fall outside of Kahuna's traditional segmentation. You can create your own ongoing audience for transactional messages using CSV upload or API. Here are some examples of how you can leverage Adaptive Campaigns:

  • Unique promo codes: “Use promo code XYZ123 to get 10% off your next purchase.”
  • Injured player push: “ALERT: Athlete name has been injured. Don’t forget to adjust your lineup before tonight’s game.”
  • Weather updates for specific cities: “Flash flood warning in City Name.”

The following procedure provides the steps for creating an Adaptive Campaign.

To create an Adaptive Campaign
  1. In the left navigation pane, click Create > Campaign. The Campaign Types page opens.
  2. Click Adaptive. The Adaptive Campaign page opens.
  3. At the top, enter the title of your Adaptive Campaign.
  4. In the Segment & Filters panel, select a segment and/or a filter for this campaign. For details about the Segments & Filters panel, see Segments & Filters.
  1. To create locales, click the Locale Setup toggle to ON, then click Get Started. For example, you can use locales to send custom messages in different languages, or to different time zones or regions. For details about using locales, see Locales.
    1. Click Group by and select the attribute on which you want to base the locale:

      • Select kahuna_lang to base your locale on the language setting on the user's device.
      • Select kahuna_tz to base your locale on the time zone setting on the user's device.
      • Select custom_attribute to base your locale on a custom attribute. (You design and create custom attributes with the help of Customer Success.)
    2. Click Add a locale and select from the list.

      • If you selected the kahuna_lang attribute, select the languages you want to include in the locale.
      • If you selected the kahuna_tz attribute, select the time zones you want to include in the locale.
      • If you selected a custom_attribute, select from the list of options.
    3. Click OK to save your selection.
      You can create as many locales as needed.
    4. Adjust the Send messages to users who don't fall into a locale setting. By default, this setting is enabled so you can send a default message to users who do not fit into a locale. If disabled, users who do not fall into a locale or who do not a have a language or time zone set on their device, do not receive any messages.
    5. Click Next.

      The Campaign Summary shows the locales you create and specifies if the Send messages to users who don't fall into a locale setting is ON (enabled).

The Edit Push Panel opens.

If you created locales, select a locale from the locale selection box.

  1. To include a Push message, follow the steps below. For detailed information about the Push panel, see Push.
    1. Select the type of notifications (Android, iOS, Web) you want to send, then click Next.

    2. Provide a title and the body of the message (the title is optional). You can insert user attributes in the title, and user attributes and emojis in the body of your message.

    3. Click the Media box to insert an image.

    4. Click the Icon for Web Push box to add an icon in your web push notification.

    5. Click the Deep Link & Key-Value Pairs for Mobile Push box to add a deep link to your mobile push notification, or click the Link for Web Push box to add a deep link to your web push notification.

      The Preview area shows you how your notifications will look. Kahuna recommends sending a test message to verify the appearance of your notifications.

    6. Click Next to open the Variants tab. To add push message variants, click Add variant. Provide the message for the variant, then click Next. You can see all your messages in the Variants panel.

    7. Click Next to open the Control Group & RevIQ tab. Set the Control Group percentage. To disable RevIQ, toggle the ON/OFF switch and specify the distribution percentage for each message.

    8. Click Next to return to the Push panel. You can see a list of your completed messages.

    9. Click Next to open the next panel.

  1. To include an Email message, follow the steps below. For additional information about the Email panel, see Email.
    1. Either select an HTML email template, then click Next or click SKIP to create a custom HTML email.

      Contact Customer Success for a list of supported HTML email templates.

      Note: You can use the search box to quickly find an existing email template. Start typing the name of the template you want to use. As you type, any template with a name that matches the string you enter is listed in the Select a Template area.

    2. Provide a sender name and email address, a reply-to email address, and a subject for this message in the fields provided. To add a subject attribute, click the Personalize icon and select an attribute from the pick list. Enter a fallback value, then click Apply.
    3. If you are using an HTML email template with merge tags, map the merge tags from the custom template to simple attributes (one-to-one) or advanced attributes (many-to-one). If you are creating an HTML email, enter your custom HTML message.

    4. If you want to send a test message, click Send Test. In the recipient field, enter an email address, then click Send. (To remove a recipient, click the Remove icon to the right of the recipient's address.)
    5. Click Next to open the Variants tab. To add an email variant, click Add variant. Enter sender/reply-to information, subject, subject attributes, and custom template merge tag attribute mappings. If you are creating a custom HTML email, click SKIP.

    6. Click Next to open the Control Group & RevIQ tab. You can change the Control Group percentage if necessary. If you created variants, you can disable RevIQ by clicking the ON/OFF button and specify the distribution percentage for each message.
    7. Click Next to see a list of your completed messages.
    8. Click Next to open the next panel.

The Edit In-App Message panel opens.

  1. To include an In-App message:

    Click click here at the bottom of the panel to continue using your custom In-App implementation. See Custom In-App Messaging.

    Click Continue, then follow the steps below to use Kahuna In-App templates.

    1. Select a template option, then click Next. Kahuna provides several options: system, fullscreen, modal, and slider.
    2. Enter text in the provided fields. See In-App Messaging.
    3. To send a test message, click Send Test. Enter a recipient, then click Send.
    4. Click Next to open the Variants tab.
    5. To add a variant, click Add variant. Select a template, provide a message for the variant, then click Next.

    6. Click the Delivery & RevIQ tab. Change the Control Group percentage and the message expiration, if necessary. To disable RevIQ click the ON/OFF button and specify the distribution percentage for each message.
    7. Click Next to return to the Edit In-App Message panel. You can see a list of your completed messages.
    8. If you want to add another variant, click the Add variant button, and return to step e above; otherwise, click Next.
  1. To include an SMS message, follow the steps below. For additional information about the SMS panel, see SMS.

    1. In the message area, compose your SMS message. To include an attribute, click the Insert Attribute button. See Insert an Attribute.
    2. If you want to send a test message, click Send Test. Enter the mobile phone number of the recipient, then click Send.
    3. Click Next to open the Variants tab. Click Add variant and provide a message for the variant, then click Next.
    4. On the Control Group & RevIQ tab, set the Control Group percentage. To disable RevIQ, toggle the ON/OFF switch and specify the distribution percentage for each message.

    5. Click Next to return to the SMS Message panel. You can see a list of your completed messages.
    6. Click Next to close the SMS panel.
  1. To enable Cross-Channel Optimization, toggle the switch to ON, then click Next. See Cross-Channel Optimization.
    1. Select a delivery swiftness option, then click Next. For detailed information about the Duration panel, see Duration.

To specify certain days of the week and hours of day when you do not want to send any messages to any of your users for this campaign, set quiet hours in the Quiet Hours panel, then click Next. For detailed information about the Quiet Hours panel, see Quiet Hours. You set global quiet hours on the Quiet Hours subtab of the Settings page.

  1. Open the Goal panel and add a primary goal. Add additional goals (if needed), then click Next. For details about goals, see Goals.
  1. If your namespace is configured with grouping attributes, the Advanced panel is available. When you toggle the Advanced panel's ON/OFF switch, you can group campaigns limited by message count or app usage date. See Advanced.
    1. Select the attributes to update as users receive messages from this campaign.
    2. To add matching filters for the selected campaign limiting attributes, open the Edit Filters panel. See Segments & Filters.
    3. Click Next.
    1. Before launching your campaign, review the Campaign Creation Process report at the upper right to verify that all campaign components are configured as expected.
    2. Click Launch. The Campaign Details page opens.
    3. To add your own list of users and parameters to your campaign manually, drag and drop your Adaptive Campaign's CSV-formatted user data file into the middle of the CSV frame of the Campaign Details page. You can also click browse... to navigate to your Adaptive Campaign's CSV user data file.
To create an Adaptive Campaign CSV user data file

Use either a spreadsheet application or text editor to create a CSV (comma-separated values) file with the following format and requirements.

  • The first row is a header row. It contains the name of each column.
  • Limit column names to:
    • user credential name
    • timestamp string
    • custom parameter name
  • Do not duplicate column names.
  • At least one column name must be a standard user credential created during the onboarding/login process:
    • dev_id—device ID returned to the server from the KahunaSDK
    • username—globally unique user name you created and sent to the KahunaSDK
    • email—user's Kahuna, Inc.email address string
    • fbid—user's Facebook ID
    • twtr—user's Twitter ID
    • lnk—user's LinkedIn ID
    • user_id—globally unique user ID assigned by you or provided by the user
    • token—user's push token
    • install_token—user's install token
    • gplus_id—user's Google+ ID
  • All rows must use the same user credential type.
  • Limit the number of rows to 100,000.

For example:

email, timestamp, favorite_team
bob@example.com, 1450294558, New England Patriots
george@example.com, 1450380958, San Francisco 49ers

Note: In this example, email is a standard user credential, timestamp is in POSIX epoch format, and because commas separate each value, some comma-separated values contain spaces.

  1. To disable Rate Limiting for push and email only, set the Observe Rate Limiting toggle to OFF. Note that Kahuna does not rate limit in-apps, so the Observe Rate Limiting toggle does not affect them.
  2. To change the credential Type of the recipient list, select a new credential type in the Credential Type pick list.
  3. To add a credential column, click Add Credential Column in the Credentials modal and select an available credential column in the Column pick list.
  4. Verify that your campaign is ready with correct number of mapped and unmapped parameters, then click Run.
Conversion Campaign

With Conversion Campaigns, you specify start events and define trigger windows to determine how to optimize message content, communication channel, and send schedule. Use a Conversion Campaign with multiple test messages and RevIQ to maximize the conversion rate of your engaged users.

Conversion Campaigns encourage users to complete key actions at critical points in the conversion or engagement funnel in real time. Conversion Campaigns allow you to message users at the point of intent or delight to encourage key actions. Here are some examples of how you can leverage Conversion Campaigns:

  • Cart abandonment: “Last item added to cart would look great on you—make it yours!”
  • Login campaign: “Log in to get the most out of MyCoolApp.”
  • Add to wish list: “Like last item viewed? Save it to your wish list to keep track of it!”

See Kahuna's Tried and True Campaigns for examples of conversion campaigns that have proven to be successful across all verticals.

The following procedure provides the steps for creating a Conversion Campaign.

To create a Conversion Campaign
  1. In the left navigation pane, click Create > Campaign. The Campaign Types page opens.
  2. Click Conversion. The Conversion Campaign page opens.
  3. At the top, enter the title of your Conversion Campaign.
  4. In the Start Event panel, enter the first few characters of a start event name, then select a start event from the pick list.

    If the event has properties, you can select the property for the event and its value. For example, if you want to target people who watched a comedy movie, you can select the event watched_movie with the property genre that is comedy.

  5. Click Next. The Edit Goals panel opens.
  1. Open the Goal panel and add a primary goal. Add additional goals (if needed), then click Next. For details about goals, see Goals.

The Edit Filters panel opens.

  1. In the Segment & Filters panel, select a segment and/or a filter for this campaign. Segments are reusable, defined filtersets. By using segments combined with filters, you can ensure that your messages are targeted to exactly the correct set of users, while maintaining the consistency of shared filters. To learn about creating and managing Segments, see Manage Segments. For details about the Segments & Filters panel, see Segments & Filters.
    1. Select a pre-existing segment, such as All People, or a custom segment.
    2. Select an attribute or event. The Operator pick list appears.
    3. In the Operator pick list, select an operator. The Value entry box appears.
    4. Enter an operator value, then click Save.
    5. To add another filter, select another attribute or event and provide properties, functions, operators, and values as needed.
    6. When your filter set is complete, click Next.
  1. To create locales, click the Locale Setup toggle to ON, then click Get Started. For example, you can use locales to send custom messages in different languages, or to different time zones or regions. For details about using locales, see Locales.
    1. Click Group by and select the attribute on which you want to base the locale:

      • Select kahuna_lang to base your locale on the language setting on the user's device.
      • Select kahuna_tz to base your locale on the time zone setting on the user's device.
      • Select custom_attribute to base your locale on a custom attribute. (You design and create custom attributes with the help of Customer Success.)
    2. Click Add a locale and select from the list.

      • If you selected the kahuna_lang attribute, select the languages you want to include in the locale.
      • If you selected the kahuna_tz attribute, select the time zones you want to include in the locale.
      • If you selected a custom_attribute, select from the list of options.
    3. Click OK to save your selection.
      You can create as many locales as needed.
    4. Adjust the Send messages to users who don't fall into a locale setting. By default, this setting is enabled so you can send a default message to users who do not fit into a locale. If disabled, users who do not fall into a locale or who do not a have a language or time zone set on their device, do not receive any messages.
    5. Click Next.

      The Campaign Summary shows the locales you create and specifies if the Send messages to users who don't fall into a locale setting is ON (enabled).

The Edit Push panel opens.

If you created locales, select a locale from the locale selection box.

  1. To include a Push message, follow the steps below. For detailed information, see Push.
    1. Select the type of notifications (Android, iOS, Web) you want to send, then click Next.

    2. Provide a title and the body of the message (the title is optional). You can insert user attributes in the title, and user attributes and emojis in the body of your message.

    3. Click the Media box to insert an image.

    4. Click the Icon for Web Push box to add an icon in your web push notification.

    5. Click the Deep Link & Key-Value Pairs for Mobile Push box to add a deep link to your mobile push notification, or click the Link for Web Push box to add a deep link to your web push notification.

      The Preview area shows you how your notifications will look. Kahuna recommends sending a test message to verify the appearance of your notifications.

    6. Click Next to open the Variants tab. To add push message variants, click Add variant. Provide the message for the variant, then click Next. You can see all your messages in the Variants panel.

    7. Click Next to open the Control Group & RevIQ tab. Set the Control Group percentage. To disable RevIQ, toggle the ON/OFF switch and specify the distribution percentage for each message.

    8. Click Next to return to the Push panel. You can see a list of your completed messages.

    9. Click Next to open the next panel.

  1. To include an Email message, follow the steps below. For additional information about the Email panel, see Email.
    1. Either select an HTML email template, then click Next or click SKIP to create a custom HTML email.

      Contact Customer Success for a list of supported HTML email templates.

      Note: You can use the search box to quickly find an existing email template. Start typing the name of the template you want to use. As you type, any template with a name that matches the string you enter is listed in the Select a Template area.

    2. Provide a sender name and email address, a reply-to email address, and a subject for this message in the fields provided. To add a subject attribute, click the Personalize icon and select an attribute from the pick list. Enter a fallback value, then click Apply.
    3. If you are using an HTML email template with merge tags, map the merge tags from the custom template to simple attributes (one-to-one) or advanced attributes (many-to-one). If you are creating an HTML email, enter your custom HTML message.

    4. If you want to send a test message, click Send Test. In the recipient field, enter an email address, then click Send. (To remove a recipient, click the Remove icon to the right of the recipient's address.)
    5. Click Next to open the Variants tab. To add an email variant, click Add variant. Enter sender/reply-to information, subject, subject attributes, and custom template merge tag attribute mappings. If you are creating a custom HTML email, click SKIP.

    6. Click Next to open the Control Group & RevIQ tab. You can change the Control Group percentage if necessary. If you created variants, you can disable RevIQ by clicking the ON/OFF button and specify the distribution percentage for each message.
    7. Click Next to see a list of your completed messages.
    8. Click Next to open the next panel.

  1. To include an SMS message, follow the steps below. For additional information about the SMS panel, see SMS.

    1. In the message area, compose your SMS message. To include an attribute, click the Insert Attribute button. See Insert an Attribute.
    2. If you want to send a test message, click Send Test. Enter the mobile phone number of the recipient, then click Send.
    3. Click Next to open the Variants tab. Click Add variant and provide a message for the variant, then click Next.
    4. On the Control Group & RevIQ tab, set the Control Group percentage. To disable RevIQ, toggle the ON/OFF switch and specify the distribution percentage for each message.

    5. Click Next to return to the SMS Message panel. You can see a list of your completed messages.
    6. Click Next to close the SMS panel.
  1. To enable Cross-Channel Optimization, toggle the switch to ON, then click Next. See Cross-Channel Optimization.

The Edit Trigger Window panel opens. The Trigger Window is the allotted time period for campaign goal achievement to fail or succeed. If campaign goal achievement does not succeed within your specified Trigger Window, Kahuna sends a Conversion Campaign message. By default, SendOptimally auto-optimization is enabled for the Trigger Window.

    1. To use SendOptimally, select a Trigger Window. SendOptimally's test messaging determines the optimal send time:
Within Minutes

The optimal send time between 30 minutes and 2 hours.

Within Hours

The optimal send time between 1 and 7 hours.

Within Days

The optimal send time between 1 and 7 days.

  1. Click Next.
  1. If your namespace is configured with grouping attributes, the Advanced panel is available. When you toggle the Advanced panel's ON/OFF switch, you can group campaigns limited by message count or app usage date. See Advanced.
    1. Select the attributes to update as users receive messages from this campaign.
    2. To add matching filters for the selected campaign limiting attributes, open the Edit Filters panel. See Segments & Filters.
    3. Click Next.
  1. Before launching your campaign, review the Campaign Creation Process report at the upper right to verify that all campaign components are configured as expected.
  2. Click Launch. The Campaign Details page opens.
Trigger Campaign

With Trigger Campaigns, you specify trigger events to determine how to optimize message content and send schedule. Use a Trigger Campaign with multiple test messages and RevIQ to trigger an in-app message. Here are some examples of how you can leverage Trigger campaigns.

  • Successful sign up: nudge the user to next step - "Go view our latest items!"
  • Post sign up: "Hi there, welcome! You can now get the latest updates and you'll be the first to get our exclusive deals."

The following procedure provides the steps for creating a Trigger Campaign.

To create a Trigger Campaign
  1. In the left navigation pane, click Create > Campaign. The Campaign Types page opens.
  2. Click Trigger. The Trigger Campaign page opens.
  3. At the top, enter the title of your Trigger Campaign.
  4. In the Trigger Event panel, enter the first few characters of a trigger event name, then select a trigger event in the pick list.

    If the event has properties, you can select the property for the event and its value. For example, if you want to target people who watched a comedy movie, you can select the event watched_movie with the property genre that is comedy.

  5. Click Next. The Edit Filters panel opens.
  1. In the Segment & Filters panel, select a segment and/or a filter for this campaign. Segments are reusable, defined filtersets. By using segments combined with filters, you can ensure that your messages are targeted to exactly the correct set of users, while maintaining the consistency of shared filters. To learn about creating and managing Segments, see Manage Segments. For details about the Segments & Filters panel, see Segments & Filters.
    1. Select a pre-existing segment, such as All People, or a custom segment.
    2. Select an attribute or event. The Operator pick list appears.
    3. In the Operator pick list, select an operator. The Value entry box appears.
    4. Enter an operator value, then click Save.
    5. To add another filter, select another attribute or event and provide properties, functions, operators, and values as needed.
    6. When your filter set is complete, click Next.
  1. To create locales, click the Locale Setup toggle to ON, then click Get Started. For example, you can use locales to send custom messages in different languages, or to different time zones or regions. For details about using locales, see Locales.
    1. Click Group by and select the attribute on which you want to base the locale:

      • Select kahuna_lang to base your locale on the language setting on the user's device.
      • Select kahuna_tz to base your locale on the time zone setting on the user's device.
      • Select custom_attribute to base your locale on a custom attribute. (You design and create custom attributes with the help of Customer Success.)
    2. Click Add a locale and select from the list.

      • If you selected the kahuna_lang attribute, select the languages you want to include in the locale.
      • If you selected the kahuna_tz attribute, select the time zones you want to include in the locale.
      • If you selected a custom_attribute, select from the list of options.
    3. Click OK to save your selection.
      You can create as many locales as needed.
    4. Adjust the Send messages to users who don't fall into a locale setting. By default, this setting is enabled so you can send a default message to users who do not fit into a locale. If disabled, users who do not fall into a locale or who do not a have a language or time zone set on their device, do not receive any messages.
    5. Click Next.

      The Campaign Summary shows the locales you create and specifies if the Send messages to users who don't fall into a locale setting is ON (enabled).

The Edit In-App Message panel opens.

  1. To include an In-App message:

    Click click here at the bottom of the panel to continue using your custom In-App implementation. See Custom In-App Messaging.

    Click Continue, then follow the steps below to use Kahuna In-App templates.

    1. Select a template option, then click Next. Kahuna provides several options: system, fullscreen, modal, and slider.
    2. Enter text in the provided fields. See In-App Messaging.
    3. If you want to send a test message, click Send Test. Enter an In-App recipient, then click Send.
    4. Click Next to open the Variants tab.
    5. To add an In-App variant, click Add variant. Select a template and provide a message for the variant, then click Next.

    6. Click the Delivery & RevIQ tab. Set the Control Group percentage and the message expiration period. To disable RevIQ click the ON/OFF button and specify the distribution percentage for each message.
    7. Click Next to return to the Edit In-App Message panel. You can see a list of your completed messages.
    8. If you want to add another variant, click the Add variant button, and return to step e above; otherwise, click Next.
  1. Open the Goal panel and add a primary goal. Add additional goals (if needed), then click Next. For details about goals, see Goals.
  1. If your namespace is configured with grouping attributes, the Advanced panel is available. When you toggle the Advanced panel's ON/OFF switch, you can group campaigns limited by message count or app usage date. See Advanced.
    1. Select the attributes to update as users receive messages from this campaign.
    2. To add matching filters for the selected campaign limiting attributes, open the Edit Filters panel. See Segments & Filters.
    3. Click Next.
  1. Before launching your campaign, review the Campaign Creation Process report at the upper right to verify that all campaign components are configured as expected.
  2. Click Launch. The Campaign Details page opens.
Lifecycle Campaign

Lifecycle campaigns allow you to message users at key points in the customer journey to ensure proper onboarding and flow, which significantly reduces the risk of user churn. Kahuna sends these campaigns to users who match your selected filters, based on their specific engagement state.

Use Lifecycle campaigns to optimize the onboarding process by ensuring Newbies are properly onboarded with a welcome campaign, and by onboarding Passersby with messages that speak to the value of your app and highlight a hallmark feature of your app with which they have yet to interact. Encourage continued app engagement by reactivating your Dormant users with messages that speak to their previous engagement with your app. You have aggregated a wealth of behavioral data for this group of users, so ensure you are serving them content that shows you know and value them.

See Kahuna's Tried and True Campaigns for examples Lifecycle campaigns that have proven to be successful across all verticals.

The following procedure provides the steps for creating a Lifecycle Campaign.

To create a Lifecycle Campaign
  1. In the left navigation pane, click Create > Campaign. The Campaign Types page opens.
  2. Click Lifecycle. The Lifecycle Campaign page opens.
  3. At the top, enter the title of your Lifecycle Campaign.
  4. In the Segment panel, select a segment of users you want to reach (see Segment).
  5. Using the up/down arrows, set the number of days users either were first seen or remained in this segment then click Next.

    The Edit Filters panel opens.

  6. Add a filter.
    1. Click in the Add filter field. For details about using filters, see Segments & Filters.
    2. Enter the first few characters of an attribute or event name, or scroll down the Filters pick list, then select a filter from the pick list.
    3. In the operator drop-down list, select an operator.
    4. In the value field, enter a value.
    5. Click Save.
    6. To add more filters, click Add filter and specify each added filter.
    7. To see an estimate of the reach of your filter set, check the Campaign Reach Estimate under the Campaign Summary.
    8. Click Next.
  1. To create locales, click the Locale Setup toggle to ON, then click Get Started. For example, you can use locales to send custom messages in different languages, or to different time zones or regions. For details about using locales, see Locales.
    1. Click Group by and select the attribute on which you want to base the locale:

      • Select kahuna_lang to base your locale on the language setting on the user's device.
      • Select kahuna_tz to base your locale on the time zone setting on the user's device.
      • Select custom_attribute to base your locale on a custom attribute. (You design and create custom attributes with the help of Customer Success.)
    2. Click Add a locale and select from the list.

      • If you selected the kahuna_lang attribute, select the languages you want to include in the locale.
      • If you selected the kahuna_tz attribute, select the time zones you want to include in the locale.
      • If you selected a custom_attribute, select from the list of options.
    3. Click OK to save your selection.
      You can create as many locales as needed.
    4. Adjust the Send messages to users who don't fall into a locale setting. By default, this setting is enabled so you can send a default message to users who do not fit into a locale. If disabled, users who do not fall into a locale or who do not a have a language or time zone set on their device, do not receive any messages.
    5. Click Next.

      The Campaign Summary shows the locales you create and specifies if the Send messages to users who don't fall into a locale setting is ON (enabled).

The Edit Push panel opens.

If you created locales, select a locale from the locale selection box.

  1. To include a Push message, follow the steps below. For detailed information, see Push.
    1. Select the type of notifications (Android, iOS, Web) you want to send, then click Next.

    2. Provide a title and the body of the message (the title is optional). You can insert user attributes in the title, and user attributes and emojis in the body of your message.

    3. Click the Media box to insert an image.

    4. Click the Icon for Web Push box to add an icon in your web push notification.

    5. Click the Deep Link & Key-Value Pairs for Mobile Push box to add a deep link to your mobile push notification, or click the Link for Web Push box to add a deep link to your web push notification.

      The Preview area shows you how your notifications will look. Kahuna recommends sending a test message to verify the appearance of your notifications.

    6. Click Next to open the Variants tab. To add push message variants, click Add variant. Provide the message for the variant, then click Next. You can see all your messages in the Variants panel.

    7. Click Next to open the Control Group & RevIQ tab. Set the Control Group percentage. To disable RevIQ, toggle the ON/OFF switch and specify the distribution percentage for each message.

    8. Click Next to return to the Push panel. You can see a list of your completed messages.

    9. Click Next to open the next panel.

  1. To include an Email message, follow the steps below. For additional information about the Email panel, see Email.
    1. Either select an HTML email template, then click Next or click SKIP to create a custom HTML email.

      Contact Customer Success for a list of supported HTML email templates.

      Note: You can use the search box to quickly find an existing email template. Start typing the name of the template you want to use. As you type, any template with a name that matches the string you enter is listed in the Select a Template area.

    2. Provide a sender name and email address, a reply-to email address, and a subject for this message in the fields provided. To add a subject attribute, click the Personalize icon and select an attribute from the pick list. Enter a fallback value, then click Apply.
    3. If you are using an HTML email template with merge tags, map the merge tags from the custom template to simple attributes (one-to-one) or advanced attributes (many-to-one). If you are creating an HTML email, enter your custom HTML message.

    4. If you want to send a test message, click Send Test. In the recipient field, enter an email address, then click Send. (To remove a recipient, click the Remove icon to the right of the recipient's address.)
    5. Click Next to open the Variants tab. To add an email variant, click Add variant. Enter sender/reply-to information, subject, subject attributes, and custom template merge tag attribute mappings. If you are creating a custom HTML email, click SKIP.

    6. Click Next to open the Control Group & RevIQ tab. You can change the Control Group percentage if necessary. If you created variants, you can disable RevIQ by clicking the ON/OFF button and specify the distribution percentage for each message.
    7. Click Next to see a list of your completed messages.
    8. Click Next to open the next panel.

The Edit In-App Message panel opens.

  1. To include an In-App message:

    Click click here at the bottom of the panel to continue using your custom In-App implementation. See Custom In-App Messaging.

    Click Continue, then follow the steps below to use Kahuna In-App templates.

    1. Select a template option, then click Next. Kahuna provides several options: system, fullscreen, modal, and slider.
    2. Enter text in the provided fields. See In-App Messaging.
    3. To send a test message, click Send Test. Enter a recipient, then click Send.
    4. Click Next to open the Variants tab.
    5. To add a variant, click Add variant. Select a template, provide a message for the variant, then click Next.

    6. Click the Delivery & RevIQ tab. Change the Control Group percentage and the message expiration, if necessary. To disable RevIQ click the ON/OFF button and specify the distribution percentage for each message.
    7. Click Next to return to the Edit In-App Message panel. You can see a list of your completed messages.
    8. If you want to add another variant, click the Add variant button, and return to step e above; otherwise, click Next.
  1. To enable Cross-Channel Optimization, toggle the switch to ON, then click Next. See Cross-Channel Optimization.

The Edit Start Time panel opens.

  1. Using the time settings pick lists, set the time you want to begin sending messages each day, then click Next. The Edit Duration panel opens.
    1. Select a delivery swiftness option, then click Next. For detailed information about the Duration panel, see Duration.

To specify certain days of the week and hours of day when you do not want to send any messages to any of your users for this campaign, set quiet hours in the Quiet Hours panel, then click Next. For detailed information about the Quiet Hours panel, see Quiet Hours. You set global quiet hours on the Quiet Hours subtab of the Settings page.

  1. Open the Goal panel and add a primary goal. Add additional goals (if needed), then click Next. For details about goals, see Goals.
  1. If your namespace is configured with grouping attributes, the Advanced panel is available. When you toggle the Advanced panel's ON/OFF switch, you can group campaigns limited by message count or app usage date. See Advanced.
    1. Select the attributes to update as users receive messages from this campaign.
    2. To add matching filters for the selected campaign limiting attributes, open the Edit Filters panel. See Segments & Filters.
    3. Click Next.
  1. Before launching your campaign, review the Campaign Creation Process report at the upper right to verify that all campaign components are configured as expected.
  2. When your campaign creation process is complete, wait for the final calculation of the Campaign Reach Estimator and verify the result. The Campaign Reach Estimator is located under the Campaign Summary.
  3. Click Launch. The Campaign Details page opens.
Scheduled Campaign

With Scheduled campaigns, user behavior does not factor into message timing. You can use a Scheduled campaign for updates, promotions, or any other campaign directed at any single segment of users. Segments include All People, New People, Passersby, Engaged, Dormant, Top People, and Top Purchasers.

Scheduled campaigns allow you to send a message to everyone who matches your selected filters on a one-off basis. These campaigns are perfect for highlighting one-off events, such as a flash deal or a special offer. Here are some examples of how you can leverage Scheduled campaigns.

  • Holiday: “We are thankful for you! Get 10% off your purchase today with promo code THANKSGIVING."
  • Special offer: “TODAY ONLY - exclusive travel deals just added.”

Note: RevIQ is not available for Scheduled campaigns; however, you can manually specify the distribution percentages for push, email, and in-app message sets.

To create a Scheduled Campaign
  1. In the left navigation pane, click Create > Campaign. The Campaign Types page opens.
  2. Click Scheduled. The Scheduled Campaign page opens.
  3. At the top, enter the title of your campaign.
  1. In the Segment & Filters panel, select a segment and/or a filter for this campaign. Segments are reusable, defined filtersets. By using segments combined with filters, you can ensure that your messages are targeted to exactly the correct set of users, while maintaining the consistency of shared filters. To learn about creating and managing Segments, see Manage Segments. For details about the Segments & Filters panel, see Segments & Filters.
    1. Select a pre-existing segment, such as All People, or a custom segment.
    2. Select an attribute or event. The Operator pick list appears.
    3. In the Operator pick list, select an operator. The Value entry box appears.
    4. Enter an operator value, then click Save.
    5. To add another filter, select another attribute or event and provide properties, functions, operators, and values as needed.
    6. When your filter set is complete, click Next.
  1. To create locales, click the Locale Setup toggle to ON, then click Get Started. For example, you can use locales to send custom messages in different languages, or to different time zones or regions. For details about using locales, see Locales.
    1. Click Group by and select the attribute on which you want to base the locale:

      • Select kahuna_lang to base your locale on the language setting on the user's device.
      • Select kahuna_tz to base your locale on the time zone setting on the user's device.
      • Select custom_attribute to base your locale on a custom attribute. (You design and create custom attributes with the help of Customer Success.)
    2. Click Add a locale and select from the list.

      • If you selected the kahuna_lang attribute, select the languages you want to include in the locale.
      • If you selected the kahuna_tz attribute, select the time zones you want to include in the locale.
      • If you selected a custom_attribute, select from the list of options.
    3. Click OK to save your selection.
      You can create as many locales as needed.
    4. Adjust the Send messages to users who don't fall into a locale setting. By default, this setting is enabled so you can send a default message to users who do not fit into a locale. If disabled, users who do not fall into a locale or who do not a have a language or time zone set on their device, do not receive any messages.
    5. Click Next.

      The Campaign Summary shows the locales you create and specifies if the Send messages to users who don't fall into a locale setting is ON (enabled).

The Edit Push panel opens.

If you created locales, select a locale from the locale selection box.

  1. To include a Push message, follow the steps below. For detailed information, see Push.
    1. Select the type of notifications (Android, iOS, Web) you want to send, then click Next.

    2. Provide a title and the body of the message (the title is optional). You can insert user attributes in the title, and user attributes and emojis in the body of your message.

    3. Click the Media box to insert an image.

    4. Click the Icon for Web Push box to add an icon in your web push notification.

    5. Click the Deep Link & Key-Value Pairs for Mobile Push box to add a deep link to your mobile push notification, or click the Link for Web Push box to add a deep link to your web push notification.

      The Preview area shows you how your notifications will look. Kahuna recommends sending a test message to verify the appearance of your notifications.

    6. Click Next to open the Variants tab. To add push message variants, click Add variant. Provide the message for the variant, then click Next. You can see all your messages in the Variants panel.

    7. Click Next to open the Control Group & RevIQ tab. Set the Control Group percentage. To disable RevIQ, toggle the ON/OFF switch and specify the distribution percentage for each message.

    8. Click Next to return to the Push panel. You can see a list of your completed messages.

    9. Click Next to open the next panel.

  1. To include an Email message, follow the steps below. For additional information about the Email panel, see Email.
    1. Either select an HTML email template, then click Next or click SKIP to create a custom HTML email.

      Contact Customer Success for a list of supported HTML email templates.

      Note: You can use the search box to quickly find an existing email template. Start typing the name of the template you want to use. As you type, any template with a name that matches the string you enter is listed in the Select a Template area.

    2. Provide a sender name and email address, a reply-to email address, and a subject for this message in the fields provided. To add a subject attribute, click the Personalize icon and select an attribute from the pick list. Enter a fallback value, then click Apply.
    3. If you are using an HTML email template with merge tags, map the merge tags from the custom template to simple attributes (one-to-one) or advanced attributes (many-to-one). If you are creating an HTML email, enter your custom HTML message.

    4. If you want to send a test message, click Send Test. In the recipient field, enter an email address, then click Send. (To remove a recipient, click the Remove icon to the right of the recipient's address.)
    5. Click Next to open the Variants tab. To add an email variant, click Add variant. Enter sender/reply-to information, subject, subject attributes, and custom template merge tag attribute mappings. If you are creating a custom HTML email, click SKIP.

    6. Click Next to open the Control Group & RevIQ tab. You can change the Control Group percentage if necessary. If you created variants, you can disable RevIQ by clicking the ON/OFF button and specify the distribution percentage for each message.
    7. Click Next to see a list of your completed messages.
    8. Click Next to open the next panel.

The Edit In-App Message panel opens.

  1. To include an In-App message:

    Click click here at the bottom of the panel to continue using your custom In-App implementation. See Custom In-App Messaging.

    Click Continue, then follow the steps below to use Kahuna In-App templates.

    1. Select a template option, then click Next. Kahuna provides several options: system, fullscreen, modal, and slider.
    2. Enter text in the provided fields. See In-App Messaging.
    3. If you want to send a test message, click Send Test. Enter an In-App recipient, then click Send.
    4. Click Next to open the Variants tab.
    5. To add an In-App variant, click Add variant. Select a template and provide a message for the variant, then click Next.

    6. Click the Delivery & RevIQ tab. Set the Control Group percentage and the message expiration period. Use the up/down arrows under the template thumbnail image to specify the distribution percentage for each variant, then click the Lock icon.

    7. Click Next to return to the Edit In-App Message panel. You can see a list of your completed messages.
    8. If you want to add another variant, click the Add variant button, and return to step e above; otherwise, click Next.
  1. To enable Cross-Channel Optimization, toggle the switch to ON, then click Next. See Cross-Channel Optimization.
  1. In the Start Time panel, select when you want to send messages, then click Next.

    To send messages upon launch, click Immediately.

    To send messages at a specified time, click Select a time.

    • Use the up/down arrows or click the calendar to set the date you want to begin sending messages.
    • Use the time settings pick lists to set the time you want to begin sending messages each day.
    • From the Timezone dropdown, select Local if you want to send messages at the selected time based on a user’s timezone. Select Namespace if you want to send messages at the selected time based on the timezone of your namespace.

      Note: If you select Local, Kahuna recommends that you set the start time to be at least 24 hours in the future to account for all timezones. If the selected time has already past in a user’s timezone, no messages are sent to the user. If the local timezone of a user is unknown, Kahuna uses the timezone of your namespace.

      If you selected to send messages based on a user’s local timezone, the delivery swiftness option in the Duration panel is set automatically to Send Quickly and all other options are unavailable.

    If you want this campaign to repeat, select the Schedule Recurring Campaign checkbox.

    • In the Frequency dropdown select Weekly, Monthly, or Quarterly.
    • Using the End Date picker, select the date you want the recurring scheduled campaign to end.
    • Inspect the Summary at the bottom of the dialog and ensure it reflects your intended recurrence schedule, then click Next.
    1. Select a delivery swiftness option, then click Next. For detailed information about the Duration panel, see Duration.

To specify certain days of the week and hours of day when you do not want to send any messages to any of your users for this campaign, set quiet hours in the Quiet Hours panel, then click Next. For detailed information about the Quiet Hours panel, see Quiet Hours. You set global quiet hours on the Quiet Hours subtab of the Settings page.

  1. Open the Goal panel and add a primary goal. Add additional goals (if needed), then click Next. For details about goals, see Goals.
  1. If your namespace is configured with grouping attributes, the Advanced panel is available. When you toggle the Advanced panel's ON/OFF switch, you can group campaigns limited by message count or app usage date. See Advanced.
    1. Select the attributes to update as users receive messages from this campaign.
    2. To add matching filters for the selected campaign limiting attributes, open the Edit Filters panel. See Segments & Filters.
    3. Click Next.
  1. Before launching your campaign, review the Campaign Creation Process report at the upper right to verify that all campaign components are configured as expected.
  2. When your campaign creation process is complete, wait for the final calculation of the Campaign Reach Estimator and verify the result. The Campaign Reach Estimator is located under the Campaign Summary.
  3. Click Launch. The Campaign Details page opens.
External Trigger Campaign

External Trigger campaigns work together with the Flex API so you can send campaigns when certain external events occur. For example, you can create a campaign to alert a certain segment of your customers automatically when their favorite items become available or send a message to your customers when a sale they bookmarked goes live.

When creating External Trigger campaigns, you need to work with both Kahuna Customer Success and your app developer to determine the events and parameters to use. Your app developer needs to notify Kahuna, using Flex API calls, when the external events set in your campaign occur so that the campaign can be sent.

To create an External Trigger Campaign
  1. In the left navigation pane, click Create > Campaign. The Campaign Types page opens.

  2. Click External Trigger. The External Trigger Campaign page opens.

  3. At the top of the page, enter a title for your campaign.

  4. In the Segment panel, select a segment of users you want to reach. The default segment is All People.

  5. In the Filters panel, click in the Add Filter box.

    1. Select an attribute or an Intelligent Event from the Filters pick list (for example, Viewed Movie). This activates the PROPERTY subtab.

      Note: You can select an Intelligent Event or an attribute. This procedure describes how to use an Intelligent Event.

    2. Select a property (for example, Genre). This activates the PROPERTY operator pick list.

    3. Select a PROPERTY operator (for example, is exactly). This activates the PROPERTY value entry box.

    4. Click the (x) button to choose a dynamic value.

    5. In the Parameter list, click Add more.

    6. Type the name of the external event that will trigger the campaign, then click Save.

      Note: The external event name must be the same as the external parameter name used by your developer in the Flex API to trigger the campaign. For example, movie_genre. Your developer will include a value for this event parameter (such as drama) to trigger the campaign.

    7. Click the external event you added in the previous step to select it.
    8. Select a function from the FUNCTION pick list (for example, Count). This activates the OPERATOR subtab.

    9. In the OPERATOR pick list, select an event operator (for example, Is Greater Than or Equal To). This activates the VALUE subtab.

    10. Use the Up arrow to select an event value (for example, 10), then click the small Next button. This activates the TIMEFRAME subtab.

    11. If you want to choose a custom timeframe, select Custom in the pick list. This activates the custom timeframe value picker.

    12. Select a timeframe in the custom value picker. For custom timeframes, use the Up arrow to select a timeframe value (for example, 30 days), then click Save. This returns you to the top of the Filters panel where you can see your filter set. If you want to build a new filter, follow this procedure again; otherwise, click Next.

For details about the Segments & Filters panel, see Segments & Filters

  1. To create locales, click the Locale Setup toggle to ON, then click Get Started. For example, you can use locales to send custom messages in different languages, or to different time zones or regions. For details about using locales, see Locales.
    1. Click Group by and select the attribute on which you want to base the locale:

      • Select kahuna_lang to base your locale on the language setting on the user's device.
      • Select kahuna_tz to base your locale on the time zone setting on the user's device.
      • Select custom_attribute to base your locale on a custom attribute. (You design and create custom attributes with the help of Customer Success.)
    2. Click Add a locale and select from the list.

      • If you selected the kahuna_lang attribute, select the languages you want to include in the locale.
      • If you selected the kahuna_tz attribute, select the time zones you want to include in the locale.
      • If you selected a custom_attribute, select from the list of options.
    3. Click OK to save your selection.
      You can create as many locales as needed.
    4. Adjust the Send messages to users who don't fall into a locale setting. By default, this setting is enabled so you can send a default message to users who do not fit into a locale. If disabled, users who do not fall into a locale or who do not a have a language or time zone set on their device, do not receive any messages.
    5. Click Next.

      The Campaign Summary shows the locales you create and specifies if the Send messages to users who don't fall into a locale setting is ON (enabled).

The Edit Push Message panel opens.

If you created locales, select the locale from the locale selection box.

  1. To include a Push message, enter the message in the screen of the virtual mobile device. See Push.
    1. Insert any attributes.
    2. Insert any emojis.
    3. Insert any link data.
    4. Add a notification image for Android devices.
    5. Add any additional messages (variants).

    6. Click the Settings button, set the control group percentage, then click Done. The message set distribution view opens.
    7. Specify the distribution percentage for each message, then click Next. The Edit Email panel opens.
  1. To include an Email message, follow the steps below. For additional information about the Email panel, see Email.
    1. Either select an HTML email template, then click Next or click SKIP to create a custom HTML email.

      Contact Customer Success for a list of supported HTML email templates.

      Note: You can use the search box to quickly find an existing email template. Start typing the name of the template you want to use. As you type, any template with a name that matches the string you enter is listed in the Select a Template area.

    2. Provide a sender name and email address, a reply-to email address, and a subject for this message in the fields provided. To add a subject attribute, click the Personalize icon and select an attribute from the pick list. Enter a fallback value, then click Apply.
    3. If you are using an HTML email template with merge tags, map the merge tags from the custom template to simple attributes (one-to-one) or advanced attributes (many-to-one). If you are creating an HTML email, enter your custom HTML message.

    4. If you want to send a test message, click Send Test. In the recipient field, enter an email address, then click Send. (To remove a recipient, click the Remove icon to the right of the recipient's address.)
    5. Click Next to open the Variants tab. To add an email variant, click Add variant. Enter sender/reply-to information, subject, subject attributes, and custom template merge tag attribute mappings. If you are creating a custom HTML email, click SKIP.

    6. Click Next to open the Control Group & RevIQ tab. You can change the Control Group percentage if necessary. If you created variants, you can disable RevIQ by clicking the ON/OFF button and specify the distribution percentage for each message.
    7. Click Next to see a list of your completed messages.
    8. Click Next to open the next panel.

The Edit In-App Message panel opens.

  1. To include an In-App message:

    Click click here at the bottom of the panel to continue using your custom In-App implementation. See Custom In-App Messaging.

    Click Continue, then follow the steps below to use Kahuna In-App templates.

    1. Select a template option, then click Next. Kahuna provides several options: system, fullscreen, modal, and slider.
    2. Enter text in the provided fields. See In-App Messaging.
    3. To send a test message, click Send Test. Enter a recipient, then click Send.
    4. Click Next to open the Variants tab.
    5. To add a variant, click Add variant. Select a template, provide a message for the variant, then click Next.

    6. Click the Delivery & RevIQ tab. Change the Control Group percentage and the message expiration, if necessary. To disable RevIQ click the ON/OFF button and specify the distribution percentage for each message.
    7. Click Next to return to the Edit In-App Message panel. You can see a list of your completed messages.
    8. If you want to add another variant, click the Add variant button, and return to step e above; otherwise, click Next.
  1. To enable Cross-Channel Optimization, toggle the switch to ON, then click Next. See Cross-Channel Optimization.
    1. Select a delivery swiftness option, then click Next. For detailed information about the Duration panel, see Duration.

To specify certain days of the week and hours of day when you do not want to send any messages to any of your users for this campaign, set quiet hours in the Quiet Hours panel, then click Next. For detailed information about the Quiet Hours panel, see Quiet Hours. You set global quiet hours on the Quiet Hours subtab of the Settings page.

  1. Open the Goal panel and add a primary goal. Add additional goals (if needed), then click Next. For details about goals, see Goals.
  1. Check the Campaign Summary panel to verify your campaign is configured as expected, then click Launch.

    Note: The Campaign Reach Estimator is not available for External Trigger campaigns.

Campaign Components

Each Kahuna campaign type provides a different combination of modular components for building customized automated communication campaigns. This subtopic provides detailed information and procedures about each Kahuna campaign component.

Segment

A user segment is a set of similar application users you associate with one another for the purpose of automating mobile communication. For example, you might segment application users according to their purchasing histories, mobile communication behavior, or special interests.

Kahuna campaigns include the following ways of segmenting users.

FIRST SEEN: People who first used your application on a specific day in the past.

ALL PEOPLE: People who have used your application at least one time.

NEW PEOPLE: People who have used your application on only one day over the last 14 days. See Newbies.

PASSERSBY: New people who have not used your application again within the last 14 days. See Passersby.

ENGAGED: People who have used your application on multiple days and at least one time in the last 14 days. See Engaged.

DORMANT: Previously engaged people who have not used your application over the last 14 or more days. See Dormant.

TOP PEOPLE: The top 100 people who most actively use your Kahuna-integrated product. Top people are ranked by the number of times they have interacted with your Kahuna-integrated product, irrespective of their current engagement status.

TOP PURCHASERS: The top 100 people who with the most purchases using your Kahuna-integrated product.

CUSTOM: People who are N number of days before or after a selected custom date attribute. For example, for the custom segment People who are [3] days [after] [registration date], the Lifecycle Campaign targets all people who registered three days ago. For the custom segment People who are [3] days [before] [renewal date], the Lifecycle Campaign targets all people who are scheduled to renew in three days.

Note: If no date attributes have been approved in the namespace of your organization, Kahuna does not show the CUSTOM user segment.

For links to detailed campaign creation procedures, see Campaign Types.

Segments & Filters

The Segments & Filters panel provides a framework for creating filters and filter sets. By including only users with certain attributes or behaviors, filters help you broadly or narrowly target specific groups of application users who want to communicate with you or use your app. Filters allow you to focus the target audience based on event or attribute information. Segments are predefined or saved filters that can be used across campaigns and experiences. When used in combination, users who match both the segment and the filter definitions are targeted for the campaign messages.

For example, if you want your campaign to reach users who have not yet been onboarded:

  1. Click in the Event or attribute field, then from the Filters pick list, select Onboarded.

    The Operator pick list appears.

  2. In the Operator pick list, select No. This returns you to the top of the Filters panel.

You can add multiple filters to refine your chosen segmentation more precisely. To build a more refined filter set, add more filters. The following procedure adds a Last Push Sent core attribute filter to the Onboarded core attribute filter above.

  1. Click the And button to add another filter criteria.

    From the Event or attribute pick list, select Last Push Sent.

    The Operator pick list appears.

  2. In the Operator pick list, select more than. The Value entry box appears.

  3. Use the Up arrow to select 3 days ago, then click Save. This returns you to the top of the Filters panel where you can see your filter set.

    This filter set targets users in the selected user segment who were never onboarded (never received a message of any type) and users who were sent a push notification four or more days ago. Only users in the selected segment who received a push notification within the last three days are not targeted by this campaign.

    If you want to target only those who were sent a push more than three days ago, click next to the Onboarded No core attribute filter to remove it.

  4. You can combine filters using AND (all of the filters must apply to the user), OR (at least one of the filters must apply to the user), or a combination of AND and OR.
  5. When your filter set is complete, note the Campaign Reach Estimate under the Campaign Summary to the right of your filter results, then click Next.

    Note: If you do not see a campaign reach estimate, click the icon under Campaign Reach Estimate. The Reach Estimator can take a few seconds to refresh, depending on the complexity and scope of your filter set. If the Reach Estimator does not reflect the reach you expect, refine the user segmentation and filter set for your campaign, then refresh the Reach Estimator again.

Filter Types

The Edit Filters panel provides these filters for all Kahuna namespaces:

  • Core Attributes
  • Attribute Operators
  • Event Operators

Use the following filter types as building blocks for filter sets that refine the user segmentation of your campaigns. Data Type is listed for each filter. Attribute operators and Event (Count) operators for filter comparisons are also indicated in the Comparison column.

Core Attributes
Core Attribute Data Type
Last Push Sent date
Last Reached Out To date
Last Visit date
Onboarded boolean
First Visit date
Last Email Sent date
Push Enabled boolean
Email Enabled boolean
SMS Enabled boolean
In-App Enabled boolean
Last SMS Sent date
iOS Enabled boolean
Android Enabled boolean
Android Push Enabled boolean
Web Enabled boolean
Web Push Enabled boolean
Attribute Operators
Attribute Data Type Comparison?
less than x days ago date No
more than x days ago date No
is exactly x days ago date No
before x date Yes
after x date Yes
on x date Yes
has a value date No
does not have a value date No
less than x float Yes
more than x float Yes
is exactly x float Yes
has a value float No
does not have a value float No
is exactly x string Yes
starts with x string Yes
ends with x string Yes
contains x string Yes
does not contain x string Yes
is one of x string Yes
is not one of x string Yes
has a value string No
does not have a value string No
alphabetically less than x string Yes
alphabetically more than x string Yes
yes/no boolean No
Event (Count) Operators
Event Data Type Comparison?
Is integer Yes
Is Not integer Yes
Is Greater Than integer Yes
Is Greater Than or Equal To integer Yes
Is Less Than integer Yes
Is Less than or Equal To integer Yes
Intelligent Events

Intelligent Events are highly extensible user events tracked by your organization's app. To target and engage users of specific interest, you can build complex filter sets leveraging an app's set of tracked Intelligent Events. Your marketing organization's app developers and marketing analysts collaborate to develop a set of Intelligent Events in your app based on various user behaviors of interest. Each Intelligent Event comprises a set of event properties coded as key-value pairs. You build an Intelligent Event filter with these predefined event properties.

The following procedure provides steps for building an Intelligent Event filter for a campaign. This example builds a filter that targets users who have used a movie streaming app to stream drama films 10 or more times over the last 30 days.

To build an Intelligent Event filter
  1. In the Filters panel, select an Intelligent Event from in the Filters pick list (for example, watched movie). This activates the PROPERTY subtab.

  2. Select a property (for example, genre). This activates the PROPERTY operator pick list.

  3. Select a PROPERTY operator (for example, is exactly). This activates the PROPERTY value entry box.

  4. Enter a PROPERTY value (for example, DRAMA), then click the small Next button. This activates the FUNCTION subtab.

  5. Select a function from the FUNCTION pick list (for example, Count). This activates the OPERATOR subtab.

  6. In the OPERATOR pick list, select an event operator (for example, Is Greater Than or Equal To). This activates the VALUE subtab.

  7. Use the Up arrow to select an event value (for example, 10), then click the small Next button. This activates the TIMEFRAME subtab.

  8. If you want to choose a recent timeframe, select Within the last in the pick list. This activates the recent timeframe value picker.

  9. Select a timeframe in the recent timeframe value picker. For recent timeframes, use the Up arrow to select a timeframe value (for example, 30 days), then click Done. This returns you to the top of the Filters panel where you can see your filter set.

  10. If you want to add an additional filter, click the AND or OR button as appropriate and follow this procedure again. To modify an existing filter, click the Edit Icon next to the filter. Otherwise, click Next. Now that you have a complete filter set with Intelligent Events, you can complete your campaign.

For links to detailed campaign creation procedures, see Campaign Types.

Locales

Locales is an advanced segmentation tool that allows you to use contextual data collected directly from the user’s device to localize content and optimize the experience. Within one campaign, you can create an unlimited number of language or location-based segments so you can drive extremely relevant, personalized experiences by tailoring your messaging to a customer’s native language or location.

Locales enable you to tailor the messaging you create to a particular location or language-based segment. Kahuna collects the data directly from your customer’s devices, which then enables you create multiple messages in a campaign that are designed specifically for that segment. While the Kahuna platform natively supports all languages, it does not automatically translate messages that are delivered.

Kahuna automatically optimizes for timing and message copy (A-to-E testing) for each individual segment that is set up within a campaign. For example, if you set up three language-based segments within one campaign (English, Spanish, and all other languages) in addition to the normal behavioral filters, Kahuna optimization works within each segment, making sure the message copy and timing that is performing best for English speakers is distributed at a higher rate, even if it is not the performing best for Spanish speakers.

The Locales features is available for all campaign types.

The Campaign Creator provides a Locale Setup panel and a locale selection box.

  • The Locale Setup panel in the Campaign Creator enables you to create multiple locales based on languages, time zones, or custom attributes.

    Kahuna provides a default locale for messages that are sent to users who do not have a value in the Group by attribute or users who have a value that does not match any value in the defined locales for this campaign. The default locale is enabled by default (the Send messages to users who don't fall into a locale setting is checked). Disable this setting if you prefer that such users do not receive any message.

  • The locale selection box appears above the message panels in the Campaign Creator after you create locales. The selection box lists all created locales and includes the default locale, if enabled. Select a locale from the selection box before you create your push, email, or in-app messages. You can select a locale from the dropdown in the selection box, or click the right or left arrows.

    As you create your messages, a box at the bottom of the message panels shows the number of locales available and which locales are missing messages.

Note: You can create several in-app and push messages, and variants for email messages for each locale.

Note: RevIQ optimizes the messages for each locale. For example, every language is optimized independently from other languages in the same campaign.

Note: All locales must use the same channels. For example, if you create a push, email, and in-app message for locale 1, you must create a push, email, and in-app message for locale 2. However, the number of messages for each channel can vary. For example, locale 1 can have five push, three email, and two in-app messages but locale 2 can have two push, two email, and four in-app messages.

Push

Push

Kahuna provides both mobile push and web push notifications.

  • Mobile push enables you to send push notifications to users on a mobile device. The notification appears as an alert or banner outside of an application to inform or update the user even if the application is not open or running. Mobile push notifications can appear on the lock screen, on the home screen, or as a banner at the top of any application screen. A push can encourage users to use your application. For example, you can send a push message to your dormant users to encourage them to reengage with your app, or to make a purchase.

    Note: For iOS, the type of rich content (titles, images, or videos) your users can see in a push notification varies depending on which iOS version your app is running. For Android, your users can see push notifications with titles, and images if your app is running Android version 4.0 and above (Ice Cream Sandwich). See the FAQ Can I use rich content in push notifications?

  • Web push enables you to send push notifications to users of your website. You can send a web push notification to any user who has opted into web notifications from your website (no credentials needed). Users typically need to have their browsers open to receive web push notifications, but they don’t need to be on your website to receive them.

    Note: Web push notifications only work with SSL secured (https) websites.

A push can encourage users to use your application. The best push messages:

  • Are personal and relevant to each user.
  • Include a call to action.
  • Make the first characters count.
  • Are sent at the optimal time for each user.

The Push panel contains options for where you can send your push notifications:

  • Android Apps
  • iOS Apps
  • Web

You can select just one, two or all three options. For example, to send push notifications to your website, Android app, and iOS app, select all three options.

As you create your push notification, you can add the following:

  • A title (optional), which you can personalize with user attributes and event properties.
  • Body text, which you can personalize with emojis, user attributes, and event properties.
  • An image (or a video for iOS push notifications), which you can personalize with user attributes or event properties.
  • An icon for web push notifications.
  • Deeplinks. If your mobile app is not set up for deep links, you can include key value pairs to send a user to a specific screen in your app.

Kahuna provides a general preview of your notification during the creation process. You can send test notifications to actual devices to validate how your messages will appear.

Locales can be applied to push notifications the same way they are used for in-app and email. Simply select the locales you want to target and craft customized messages for each locale.

Using Kahuna’s RevIQ, you can simultaneously test multiple message formats, copy, or links. RevIQ selects the winning variant automatically and distributes it to a greater portion of the audience selected for the campaign.

Enter a Message

Kahuna provides an area for the message title and an area for the message body. Push notifications support plain text only. HTML formatting is not supported.

To enter a message:

  1. Click in the Title area and provide a title for your message. You can enter up to 30 characters in the title area. Add user attributes and event properties to increase relevancy to the user. The title is optional.

    As you enter text into the Title area, the character count updates and the text you enter appears in the previews.

  2. Click in the Body area and enter a plain text message. For web push notifications, you can enter up to 120 characters. For mobile push notifications, you can add up to 235 characters. Add user attributes, event properties, and emojis to increase relevancy and levity of your message. See below.

    As you enter text into the Body area, the character count updates and the text you enter appears in the previews.

Personalize your Message with User Attributes or Event Properties

User attributes and event properties are variables you can use to personalize the title and body of your message. For example, you can include user attributes such as the user’s name, or event attributes such as the item they have viewed most often over the past 7 days. Your Kahuna Customer Success representative helps you define and approves the user attributes and event properties you can use.

If you have Intelligent Events, you can use an Intelligent Event property, then select Favorite, Most Recent, or Favorite in last 7 days. Kahuna calculates the value of the event property at the time that the campaign runs and uses the calculated value in the message for the user. For example, if you use the Intelligent Event Viewed Movie with a property of genre, you can add an attribute to your message that includes favorite movie genre. Kahuna calculates your user's favorite movie genre at the time that the campaign runs and includes it in the message.

To personalize your message:

  1. As you add a title or body text, click where you want to personalize the message.
  2. Click the Personalize icon .
  3. From the pick list, select a user attribute or an event.

    If you choose an event, select the property you want to use, then click > to select Favorite, Most recent, or Favorite in last 7 days. Kahuna calculates the value of the property at the time that the campaign runs and uses the calculated value in the message for the user.

    Note: If you select Favorite in last 7 days but the user does not have a value for the last 7 days, Kahuna uses the fallback value.

  4. Enter a fallback text string that functions as an alternative to your attribute. For example, enter friend as an alternative to the first_name attribute.
  5. Click Apply.

    The Personalize icon appears in the Body or Title area and the character count reflects the characters in the Fallback value. Est (estimated) appears in front of the character count, as the number of characters required varies between users.

Insert an Emoji

Emojis are small images you can use to provide levity in your message. For example, you can insert a happy face emoji at the end of a thank-you message.

To insert an emoji:

  1. In the Body area, click where you want to add an emoji.
  2. Click the Insert an emoji icon .
  3. From the emoji palette, select an emoji.

    The emoji appears in the Body area and the character count reflects the characters required for the Emoji.

Insert Media

You can insert images into your push notifications. For iOS apps, you can insert a video instead of an image.

Note: If the user has limited bandwidth, the push notification might be delivered without the attached media.

To insert media:

  1. Click in the Media box. A dialog opens.
  2. Either enter the URL for the image, or drag and drop a file onto the image browser. You can also click browse and choose a file in your file system, then click Open. The image file appears in the image list.

    Image files can be PNG or JPG format. To avoid image cropping on Android devices, Google recommends an approximate aspect ratio of 2:1, and maximum dimensions of 450x250px.

  3. For iOS, you can enter the URL for the video you want to use instead of an image. This is optional. iOS supports MPEG, MPEG2Video, MPEG4, AVIMovie, and GIF format. Video files must be 50 MB maximum.

    Note: Make sure that the video URL you provide is accessible and not behind a firewall.

Insert an Icon (Web Push)

For web push, you can insert an icon into your message.

  1. Click in the Icon for Web Push box. A dialog opens.
  2. Either enter the URL for the icon, or drag and drop a file onto the image browser. You can also click browse and choose a file in your file system, then click Open. The icon file appears in the image list.
Insert a Deep Link

You can add a link to your message to send a user to a specific web page or screen in your app.

  • For web push, you can insert a URL and add attributes or event properties. The URL must include the http:// or https:// protocol.
  • For mobile push, you can insert attributes and event properties, or you can provide key-value pairs to define the deep link. The key specifies the link and the value specifies where the deep link takes the user. For example, the key last_item can be paired with an attribute last_item_viewed to take the user to the application screen or web page they viewed the last time they used your product.

To insert a deep link for web push:

  1. Click Link for Web Push box.

  2. Enter the URL. To append a user attribute or event property (optional):
    1. Click the Personalize icon and select the attribute or event property you want to use.
    2. Enter a fallback text string that functions as an alternative to your attribute or event property. For example, enter friend as an alternative to the first_name attribute.
    3. Click Apply.

To insert a deep link for mobile push:

  1. Click the Deep Link & Key-Value Pairs for Mobile Push box.
  2. Either insert a user attribute or event property, or enter a key-value pair.

    To insert a user attribute or event property:

    1. Click the Personalize icon, then select the attribute or event property you want to use.
    2. Enter a fallback text string that functions as an alternative to your attribute or event property. For example, enter friend as an alternative to the first_name attribute.
    3. Click Apply.

    To insert a key-value pair:

    1. Click the Insert Key Value Pairs icon .
    2. In the Key field, enter a key value.
    3. In the Value field, enter either a value for the key or click the Personalize icon to select a user attribute or event property.
    4. Click Apply.
Send a Test Message

If you want to see how your message looks on a mobile device or in your web browser, you can send out a test message.

To send a test message:

  1. Click the Send Test button at the top of the panel. The Send a test message dialog opens.
  2. In the enter a user credential field, enter any Kahuna user credential, then press Enter.

    If you enter a string that matches more than one user credential, Kahuna resolves the credential in this sequence:

    1. Internal Kahuna username
    2. Email address
    3. User-specified ID
    4. Facebook ID
    5. Twitter ID
    6. LinkedIn ID
    7. User install token
    8. User push token
    9. Google+ ID
    10. Kahuna SDK device ID

    For example, if jane.doe@acme.com represents the internal Kahuna username of one user and the email address of another user, Kahuna sends the test message to the user whose internal Kahuna username is jane.doe@acme.com.

  3. If you want to add recipients, enter each user credential, then press Enter.

  4. To send the test message, click Send.

Add Variants

To leverage the power of RevIQ, you can create message variants for testing. RevIQ determines which variant is the most effective for realizing the goals of your campaign or Experience. If you disable RevIQ, you can specify the distribution percentage of each variant in the set.

To add a variant:

  1. Click the Variants tab at the top of the page.
  2. Click Add variant.
  3. Create your variant push message. When done, click Next.
  4. All your message variants are shown on the Variants tab.

    Tip: To delete a variant in the list, click Delete at the bottom of the variant.

  5. Click Next to go to the Control Group & RevIQ tab.
Set Global Control and RevIQ Options

In the Control Group & RevIQ tab, you can disable RevIQ and change the control group setting.

Using a control group enables you to compare organic and messaged user behavior to assess the success of a campaign or Experience. The default RevIQ control group percentage is defined in the Settings; you can change the control group individually for each channel within a campaign or Experience.

To change Global Control & RevIQ settings:

  1. Select the Control Group & RevIQ tab.

    • To change the control group percentage across all message variants, use the up/down arrows at the top of the tab, or select and edit the number.
    • To change the control group percentage for each message, disable RevIQ at the top of the tab and use the up/down arrows in each variant box, or select and edit the numbers.
  2. To exit, click another tab or click Next.

For links to detailed campaign creation procedures, see Campaign Types.

Email

To communicate effectively with your users, you can include email with your cross-channel Kahuna campaigns. Kahuna leverages the power of RevIQ to choose the most successful message from a candidate list of messages. For the best results, use the Kahuna Subject Line tool to choose a subject line that predicts a higher-than-average open rate.

You can use HTML email templates or create custom HTML email.

Merge Tags (ADVANCED)

If you want to expand the flexibility of your HTML email templates, you can use Kahuna supported general merge tags and code Kahuna-specific merge tags for MD5 hashing, user credentials, and URL-encoded strings as you create the templates. Kahuna supports merge tags and Handlebar merge tag syntax.

After you select the HTML email templates you want to include in a set of email variants, you can customize the merge tags by mapping them to Kahuna user attributes or custom text containing multiple user attributes. You can also include user attributes in the subject line of your messages.

Note: Kahuna supports traditional IF and ELSE logic, and IFNOT negative conditions in merge tags.

Merge Tags

 

Kahuna supports the following general merge tags:

*|DATE|* displays the current date. Kahuna supports python date format; for example *|DATE:Y/m/d|*. You can also use *|DATE:B|* to print the full month text.

*|CURRENT_YEAR|* displays the current year.

*|EMAIL|* inserts the email address of your subscriber.

In addition to the above supported merge tags, you can insert Kahuna merge tags, which use the following syntax:

*|KAHUNA:[function]:[value]|*

For example:

*|KAHUNA:K_CRED:email|*
*|KAHUNA:K_URLENC:K_CRED:username|*
*|KAHUNA:K_MD5:Hello World|*

MD5 hashing makes adding cryptographic salts possible for email response authentication. The following table shows the available functions and values for coding Kahuna-specific merge tags.

KAHUNA Function Value Description
K_MD5 [param], where param is either a string literal or the result of another Kahuna merge tag function. Creates an MD5 hash for any combination of KAHUNA function and value or one string.
K_SMD5 [param1]:[param2], where params 1 & 2 are either string literals or another Kahuna merge tag function.

Creates an MD5 hash with two parameters. Each parameter can be either a KAHUNA function with up to two parameters or a literal string. For example, if you want to prepend cryptographic salt from Kahuna Settings to another string for hashing, use a merge tag such as:

*|KAHUNA:K_SMD5:K_SETTING:SALT:hello world|*

K_SETTING SALT Reads the salt string entered into Kahuna Settings under Cryptographic Salt.
K_URLENC [param], where param is either a string literal or the result of another Kahuna merge tag function. Creates URL encoding for any combination of KAHUNA functions and values or one string.
K_CRED dev_id Device ID returned to the server from the Kahuna SDK
username Globally unique user name you created and sent to the Kahuna SDK
email User's Kahuna email address string
fbid User's Facebook ID
twtr User's Twitter ID
lnk User's LinkedIn ID
user_id Globally unique user ID assigned by you or provided by the user
token User's push token
install_token User's install token
gplus_id User's Google+ ID

 

The following example shows a merge tag within an email response URL for unsubscribing from an email distribution list. This code prepends the cryptographic salt from the Settings page to a URL-encoded email address and produces an MD5 hash:

*|KAHUNA:K_SMD5:K_SETTING:SALT:K_URLENC:K_CRED:Email|*

This merge tag might yield the following, which would be inserted into an email response URL: b0ed1c05cc830b08add076bd135ff488

 

 

Merge Tags for Handlebars

 

Kahuna supports the following Handlebar inline helpers:

Helper Name Description Example
upper Upper case a string {{upper "my example"}} converts to MY EXAMPLE
lower Lower case a string {{lower "my example"}} converts to my example
title Title case a string {{title "my example here "}} converts to My Example Here
url urlencode a string {{url "http://myurl.com"}} converts to http%3A%2F%2Fmyurl.com
striptags Remove html tags from a string {{striptags "<p>my example</p>}} converts to my example

Kahuna merge tags for Handlbars use the following syntax:

{{[function(s)] [value(s)]}}

For example:

{{k_cred email}}
{{k_urlenc k_cred username}}
{{k_md5 "Hello World"}}

MD5 hashing makes adding cryptographic salts possible for email response authentication. The following table shows the available functions and values for coding Kahuna-specific merge tags for Handlebars.

KAHUNA Function Value Description
k_md5 [param], where param is either a string literal or the result of another Kahuna merge tag function. Creates an MD5 hash for any combination of KAHUNA function and value or one string.
k_smd5 [param1] [param2], where params 1 & 2 are either string literals or another Kahuna merge tag function.

Creates an MD5 hash with two parameters. Each parameter can be either a KAHUNA function with up to two parameters or a literal string. For example, if you want to prepend cryptographic salt from Kahuna Settings to another string for hashing, use a merge tag such as:

{{k_smd5 k_setting salt "hello world"}}

k_setting salt Reads the salt string entered into Kahuna Settings under Cryptographic Salt.
k_urlenc [param], where param is either a string literal or the result of another Kahuna merge tag function. Creates URL encoding for any combination of KAHUNA functions and values or one string.
k_cred dev_id Device ID returned to the server from the Kahuna SDK
username Globally unique user name you created and sent to the Kahuna SDK
email User's Kahuna email address string
fbid User's Facebook ID
twtr User's Twitter ID
lnk User's LinkedIn ID
user_id Globally unique user ID assigned by you or provided by the user
token User's push token
install_token User's install token
gplus_id User's Google+ ID

 

The following example shows a merge tag within an email response URL for unsubscribing from an email distribution list. This code prepends the cryptographic salt from the Settings page to a URL-encoded email address and produces an MD5 hash:

{{k_smd5 k_setting salt k_urlenc k_cred email}}

This merge tag might yield the following, which would be inserted into an email response URL: b0ed1c05cc830b08add076bd135ff488

 

 

Map Kahuna Attributes

If your HTML email templates are designed with a number of merge tags or Handlebar merge tags, you can map these merge tags to Kahuna user attributes to integrate your email templates with Kahuna. For example, the GENDER merge tag in a custom template might map to the Kahuna gender user attribute. Kahuna also supports the mapping of merge tag or Handlebar conditional blocks to Kahuna custom text.

Note: If you want to map a handlebar merge tag that contains an if statement with a comparison, the merge variable must be on the left of the operator and the constant must be on the right of the operator; for example: {{#if `device_id==id235`}}. The attribute pick list contains the merge variable for mapping (for example, device_id). The constant (id235) is not available in the attribute pick list.

To map Kahuna attributes

  1. Select the Email component panel in any Kahuna campaign creation page.
  2. Choose an HTML email template from the template library, then click Next. The template page opens.
  3. Along the right side of the template, click Add an attribute mapping... under one of the available merge tags. The attribute pick list appears.
  4. Select the user attribute you want to associate with the selected merge tag.
  5. Under the chosen attribute, click Type a fallback value... and enter an alternative text string for the attribute. For example, enter friend as fallback text for the attribute first_name.
  6. To enter a custom mapping, hover over the merge tag name and click the Use custom text icon.
  7. Click Type a mapping... and enter custom text and attribute mappings. For each attribute mapping, click the attribute icon, select an attribute from the pick list, and enter a fallback value.
Sender and Subject Line

Finish up the message by entering the sender's name, choosing the sender and reply-to email addresses, and entering an optimized subject line. Use the Kahuna Subject Line tool to help enter a subject line that gives your email a high probability of being opened by your audience.

  1. Enter a sender, sender email address, and a reply-to email address.
  2. Add a subject line. For the best results, use the Kahuna Subject Line tool to choose a subject line that predicts a higher-than-average open rate.
  3. When you are finished, add reply and subject information, then click Next.
Unsubscribe Merge Tag

Kahuna requires unsubscribe links in HTML email templates. No mapping is necessary. You must also have unsubscribe links when creating your custom HTML emails in Kahuna.

When you use the simple format of the unsubscribe merge tag, the merge tag will be replaced with a link to the Kahuna unsubscribe page. If you specify an alternate URL on your unsubscribe merge tag, the Kahuna unsubscribe page will redirect the user to the URL you have specified. Alternatively, If you have specified a default unsubscribe link in the Settings page, that page will be used if no custom redirect link is specified in the merge tag.

  • Unsubscribe merge tag syntax:

    <a href="*|UNSUB|*">

  • Unsubscribe merge tag syntax with a custom redirect link:

    <a href="*|UNSUB:http://www.myunsubscribe.com|*">

  • Unsubscribe handlebar merge tag syntax:

    <a href='{{unsub}}'>

  • Unsubscribe handlebar merge tag syntax with a custom redirect link:

    <a href='{{unsub "http://www.myunsubscribe.com"}}'>

All merge tags in a single email or template must use the same merge tag format (either *| ... |* or {{ ... }}). If the unsubscribe link in the template uses a different format than is used elsewhere in the template, it may not be recognized, causing an error message when you try to save the template.

The standard unsubscribe page has a simple message indicating that the user has been removed from the mailing list.

If a user clicks on the unsubscribe link, their email address will immediately added to the Kahuna "Do not email" list for your namespace. That email address will not receive any further messages from any campaign in your namespace. If the unsubscribe action was unintentional or needs to be reversed, Kahuna Customer Support can assist in removing the email from the "Do not email" list.

If your product has a need for categorical email subscriptions, you should provide multiple Unsubscribe links in your email, one for unsubscribing from all emails using the unsub merge tag and one to an unrelated page (such as "Update Profile") in your application or website that allows the user to manage their email subscription preferences. You should use User Attributes to store this information, but it is important to refer to those same attributes in filters for your campaigns to respect the preferences of your user.

RevIQ Distribution of Emails

After you have configured your set of email variants, you can either specify the percentage of emails that go out to control group users for RevIQ distribution or disable RevIQ and specify the distribution percentage for each email.

To specify email distribution percentages manually

  1. In the Control Group & RevIQ™ tab, disable RevIQ by toggling the RevIQ™ switch.
  2. For the control group, use the up/down arrows to specify its distribution percentage, then click the Lock icon. This locks in the control group distribution percentage.
  3. Under each email variant, use the up/down arrows to specify the distribution percentage, then click the Lock icon.
  4. Proceed to each email in the set, specify its distribution percentage, then click the Lock icon.
  5. Click Next to return to the Edit Email panel, then click Next to proceed.

For links to detailed campaign creation procedures, see Campaign Types.

In-App Messaging

An in-app message is a notification that can be sent to users that are currently using your mobile application. All active customers that use your application are eligible for in-app messages, even if they have opted out of push messaging. Users who have been inactive for the amount of time specified by the Dormant Delay in Settings will not be targeted for in-app messages.

Here are some of the most common ways you can use in-app messages:

  • Onboarding—using in-app messaging to guide users through an onboarding flow, proactively sending messages when a user diverges from the desired path or shows signs of difficulty (e.g., clicks the same button three times).
  • Drawing customer attention to new places—using in-app messaging to guide users to new areas of the application that they have not interacted with yet.
  • Promotions—using in-app messaging to display relevant promotions to inspire customers to take action.
  • App ratings—using in-app messaging to drive your best customers to rate your application.

Kahuna supports a wide variety of in-app message formats including the default notification, modal, slider, and full screen. You can customize the message content, color, calls to action, and a number of other elements that ensure your messages are on-brand and aligned with the look and feel of your app experience. For example, you can include emojis and add dynamic personalized elements (such as, last item added to cart or last article viewed) to your message.

Each Kahuna in-app message template has its own set of maximum character limits. The following table provides the character limits for each template.

Template

Title Body Left Button Right Button
system 20 150 12 12
fullscreen 20 150 12 12
modal 20 90 12 12
slider 60

Locales can be applied to in-app messages the same way they are used for push and email. Simply select the locales you want to target and craft customized messages for each locale.

Using Kahuna’s RevIQ, you can simultaneously test multiple in-app message formats, copy, or links. RevIQ selects the winning variant automatically and distributes it to a greater portion of the audience selected for the campaign.

This topic describes how to build an in-app message set that RevIQ can test to determine which in-app message to send.

Enter a Message

Each in-app template contains text body fields sized according available screen space. In-app messages support plain text only. HTML and deep links are not supported in message body text fields.

Insert an Image

You can insert either .jpg or .png images into fullscreen, modal, or slider in-app templates. Ensure that your image is no more than 1 MB and is limited to either 360 x 318 pixels for fullscreen in-apps, 60 x 60 pixels for slider in-apps, or 296 by 205 pixels for modal in-apps.

To insert an image:

  1. Click the image frame of your in-app template. The Insert an Image dialog appears.
  2. Either drag and drop a file onto the image browser or click browse... and choose a file in your file system, then click Open. The image file appears in the in-app image list.
  3. Click Save to return to your in-app template.
Personalize your Message with User Attributes or Event Properties

User attributes and event properties are variables you can use to personalize the title and body of your message. For example, you can include user attributes such as the user’s name, or event attributes such as the item they have viewed most often over the past 7 days. Your Kahuna Customer Success representative helps you define and approves the user attributes and event properties you can use.

If you have Intelligent Events, you can use an Intelligent Event property, then select Favorite, Most Recent, or Favorite in last 7 days. Kahuna calculates the value of the event property at the time that the campaign runs and uses the calculated value in the message for the user. For example, if you use the Intelligent Event Viewed Movie with a property of genre, you can add an attribute to your message that includes favorite movie genre. Kahuna calculates your user's favorite movie genre at the time that the campaign runs and includes it in the message.

To personalize your message:

  1. As you add body text to your message, click where you want to add a user attribute.
  2. Click the Personalize icon .
  3. From the pick list, select a user attribute or an intelligent event.

    If you choose an Intelligent Event, select the property you want to use, then click > to select Favorite, Most recent, or Favorite in last 7 days. Kahuna calculates the value of the property at the time that the campaign runs and uses the calculated value in the message for the user.

    Note: If you select Favorite in last 7 days but the user does not have a value for the last 7 days, Kahuna uses the fallback value.

  4. Enter a fallback text string that functions as an alternative to your attribute. For example, enter friend as an alternative to the first_name attribute.
  5. Click Apply.
Insert an Emoji

Emojis are small images you can use to provide levity in your message. For example, you can insert a happy face emoji at the end of a thank-you message.

To insert an emoji:

  1. In the body text of your message, click where you want to add an emoji.
  2. Click the Insert an emoji icon . The emoji palette opens.
  3. In the emoji palette, select an emoji. The emoji appears in the message screen.
Customize an In-App Button

You can customize the text and behavior of two buttons at the bottom of system, fullscreen, and modal in-app messages. You can set buttons to either open a URL or close the in-app.

To customize an in-app button:

  1. Click the button you want to customize. The Customize your button dialog opens.
  2. Select the default text of the button and replace it with your custom text.
  3. In the behavior pick list, select either URL (enter a URL for this button) or Close.

    You can add an attribute to the URL to direct your user to a custom location. For example, you can add the Last Item Viewed attribute to take the user directly to the last item they viewed. Click the Attribute icon , select the attribute you want to use, provide a fallback value, then click Apply.

  4. For fullscreen and modal templates, click the text color and button color pickers and choose custom colors, then click Save.
Send a Test Message

If you want to see how your message looks on a mobile device, you can send out a test message.

To send a test message:

  1. Click the Send Test icon. The Send Test dialog opens.
  2. In the recipient field, enter any Kahuna user credential, then click Return. Note that if you enter a string that matches more than one user credential, Kahuna resolves the credential in this sequence:
    1. Internal Kahuna username
    2. Email address
    3. User-specified ID
    4. Facebook ID
    5. Twitter ID
    6. LinkedIn ID
    7. User install token
    8. User push token
    9. Google+ ID
    10. Kahuna SDK device ID

    For example, if jane.doe@acme.com represents the internal Kahuna username of one user and the email address of another user, Kahuna sends the test message to the user whose internal Kahuna username is jane.doe@acme.com.

  3. If you want to add recipients, enter each user credential, then press Return.
  4. To send the test message, click Send.
Add Variants

To leverage the power of RevIQ, you can create message variants for testing. RevIQ determines which variant is the most effective for realizing the goals of your campaign. If you have disabled RevIQ, you can specify the distribution percentage of each variant in the set.

To add a variant:

  1. Select the Variants tab.
  2. Click Add a variant. The template selector opens.
  3. Select an in-app message template, then click Next.
  4. Enter text for each field in the template, then click Save.
  5. Click Next.
  6. To delete a variant in the Variants tab, click Delete at the bottom of the variant.
  7. If you have disabled RevIQ and want to manually specify the distribution of your message set, use the up/down arrows to specify the distribution percentage for each variant, then click the Lock icon.
  8. When you are finished, click Next.
Set Delivery & RevIQ Options

In the Delivery & RevIQ tab, you can disable RevIQ and change the control group setting from the default percentage to a custom percentage. You can also change the message expiration period.

Note: If you launch a campaign after disabling RevIQ, you cannot reenable it with the Edit Message feature available on the Campaign Details page.

To set Delivery & RevIQ settings:

  1. Select the Delivery & RevIQ tab.
  2. To disable RevIQ, click the ON/OFF button.
  3. To change the control group setting, use the up/down arrows to set the new percentage.
  4. To change the message expiration period, use the up/down arrows to set the number of days for this message's expiration period.
  5. To exit, click another tab or click Next.
Custom In-App Messaging

If you have custom in-app messaging integrated into your Kahuna deployment, you can access the Edit In-App panel for custom in-apps from the Edit In-App panel for standard Kahuna in-app messaging.

To configure a custom in-app message:

  1. Click the link at the bottom of the standard In-App panel. The Edit In-App Message panel opens.
  2. To enable In-App Messaging, click Continue, then click Enable In-App channel.
  3. Select the message you want to configure.
  4.  Enter the message in the simulated app text box.

    1. Insert any attributes. See Insert an Attribute.
    2. Insert any emojis. See Insert an Emoji.
    3. Insert any link data. See Insert Link Data.
    4. Add any additional messages (variants). See Add Another Message.

    5. Click the Settings button, set the control group percentage, then click Done. The message set distribution view opens.
    6. Specify the distribution percentage for each message, then click Next.
Insert an Attribute

User attributes and event properties are variables you can use to personalize the title and body of your message. For example, you can include user attributes such as the user’s name, or event attributes such as the item they have viewed most often over the past 7 days. Your Kahuna Customer Success representative helps you define and approves the user attributes and event properties you can use.

If you have Intelligent Events, you can use an Intelligent Event property, then select Favorite, Most Recent, or Favorite in last 7 days. Kahuna calculates the value of the event property at the time that the campaign runs and uses the calculated value in the message for the user. For example, if you use the Intelligent Event Viewed Movie with a property of genre, you can add an attribute to your message that includes favorite movie genre. Kahuna calculates your user's favorite movie genre at the time that the campaign runs and includes it in the message.

To insert an attribute:

  1. As you add body text to your message, click where you want to add a user attribute.
  2. Click the Insert Attribute button.
  3. In the Attribute pick list, select an attribute or an intelligent event.

    If you choose an Intelligent Event, select the property you want to use, then click > to select Favorite, Most recent, or Favorite in last 7 days. Kahuna calculates the value of the property at the time that the campaign runs and uses the calculated value in the message for the user.

    Note: If you select Favorite in last 7 days but the user does not have a value for the last 7 days, Kahuna uses the fallback value.

  4. Enter a fallback text string that functions as an alternative to your attribute. For example, enter friend as an alternative to the first_name attribute.
  5. Click Apply.
Insert an Emoji

Emojis are small images you can use to provide levity in your message. For example, you can insert a happy face emoji at the end of a thank-you message.

To insert an emoji:

  1. In the body text of your message, click where you want to add an emoji.
  2. Click the Insert an emoji icon . The emoji palette opens.
  3. In the emoji palette, select an emoji. The emoji appears in the message screen.
Insert Link Data

You can use deep linking in your message to send a user to a desired screen in your application. Use key-value pairs to define the deep link. The key specifies the link and the value specifies where the deep link takes the user. For example, the key last_item could be paired with an attribute last_item_viewed to take the user to the application screen for the time they viewed the last time they used the application.

To insert link data:

  1. Click the Insert link data icon. The Link Data dialog appears.
  2. In the Key field, enter a key value.
  3. In the Value field, enter either a value for the key or click the Attribute icon. The Attribute pick list appears.
  4. In the Attribute pick list, select an attribute. The fallback text field appears.
  5. Enter a fallback text string that functions as an alternative to your attribute. For example, enter friend as an alternative to the first_name attribute.
  6. Click Apply.
  7. Click Done.
Preview a Message

You can preview your message to see how it looks to your users.

To preview a message:

  1. Click the Preview message icon. The message preview appears.
  2. If you are satisfied with your message, consider sending out a test message or adding another message; if not, edit the message.
  3. If you want to preview other messages, click an inactive message screen to see the complete message set, then select the screen you want to preview.
  4. If you want to delete a message, click an inactive message screen to see the complete message set, then click the Delete icon in the upper right corner of a message screen.
  5. If you have disabled RevIQ and want to manually specify the distribution of your message set, click an inactive message screen to see the complete message set.
  6. Use the up/down arrows to specify the distribution percentage, then click the Lock icon. This locks in the distribution percentage so that you can proceed to each message in the set and specify its distribution percentage.
Send a Test Message

If you want to see how your message looks on a mobile device, you can send out a test message.

To send a test message:

  1. Click the Send a test message icon. The Send a test message dialog opens.
  2. In the recipient field, enter any Kahuna user credential, then click Return. Note that if you enter a string that matches more than one user credential, Kahuna resolves the credential in this sequence:
    1. Internal Kahuna username
    2. Email address
    3. User-specified ID
    4. Facebook ID
    5. Twitter ID
    6. LinkedIn ID
    7. User install token
    8. User push token
    9. Google+ ID
    10. Kahuna SDK device ID

    For example, if jane.doe@acme.com represents the internal Kahuna username of one user and the email address of another user, Kahuna sends the test message to the user whose internal Kahuna username is jane.doe@acme.com.

  3. If you want to add recipients, enter each user credential, then press Return.
  4. To send the test message, click Send.
Settings

In Settings, you can change the message expiration period, disable RevIQ, and change the control group setting from the default percentage to a custom percentage.

Note: If you launch a campaign after disabling RevIQ, you cannot reenable it with the Edit Message feature available on the Campaign Details page.

To change In-App message settings:

  1. Click the Settings icon. The Settings pop-up appears.
  2. If you want to change the message expiration period, use the up/down arrows to set the new period.
  3. If you want to disable RevIQ, click the ON/OFF button.
  4. If you want to change the control group setting, use the up/down arrows to set the new percentage.
  5. To exit, click outside the Settings pop-up.
Add Another Message

To leverage the power of RevIQ, you can create additional messages for testing. RevIQ determines which message is the most effective for realizing the goals of your campaign. If you have disabled RevIQ, you can specify the distribution percentage of each message in the set.

To add another in-app message:

  1. Click the Add another message icon. A new virtual mobile device appears.
  2. Configure up to five messages for RevIQ to test (see above), then click Done.

  3. To edit a message, click its screen.
  4. To delete a message, click its Delete icon.
  5. If you have disabled RevIQ and want to manually specify the distribution of your message set, click an inactive message screen to see the complete message set.
  6. Use the up/down arrows to specify the distribution percentage, then click the Lock icon. This locks in the distribution percentage so that you can proceed to each message in the set and specify its distribution percentage.
  7. When you are finished, click Next.

For links to detailed campaign creation procedures, see Campaign Types.

SMS

SMS (Short Message Service) is a service used to send short text messages to mobile devices. SMS is highly interactive and enables you to keep in constant contact with your users.

Use SMS to reach out to your customers to market your product or service. Because SMS messages are sent in real time and are delivered instantly, you can offer impromptu deals to your customers or notify them about product updates. Other benefits of SMS include high open and engagement rates, no spam or other filters, and instant opt-in and opt-out (your customers don’t have to provide personal information). Having a character limit for your messages forces you to be clear and concise allowing you to get to the point immediately.

You can see delivery information for SMS campaigns on the Campaign Details page. The Analyze Dashboards and Campaign Exports do not currently provide SMS delivery information.

People who have opted out of receiving text messages through a Do Not Send list, do not receive the message.

Note: SMS is supported for Experiences, and Conversion and Adaptive campaigns.

The body of an SMS message can include:

  • 160 characters for 7-bit encoding (latin-1/9 and GSM8).

    Note: The GSM alphabet supports extended characters by using two latin characters (escape character plus a character). For example, £ or € are sent as \£ or \€.

  • 140 characters for 8-bit encoding (binary).
  • 70 characters for 16-bit encoding (unicode).

If you include a single character from a higher bit encoding method, Kahuna converts the entire message to that encoding method. The character limit shown in the SMS message area automatically adjusts based on the types of characters you enter.

Enter a Message
  1. In the message area of the SMS component panel, enter a message. For character limits, see above.
  2. Use attributes to customize your message. See below.
  3. Click Save.
Insert an Attribute

User attributes and event properties are variables you can use to personalize the title and body of your message. For example, you can include user attributes such as the user’s name, or event attributes such as the item they have viewed most often over the past 7 days. Your Kahuna Customer Success representative helps you define and approves the user attributes and event properties you can use.

If you have Intelligent Events, you can use an Intelligent Event property, then select Favorite, Most Recent, or Favorite in last 7 days. Kahuna calculates the value of the event property at the time that the campaign runs and uses the calculated value in the message for the user. For example, if you use the Intelligent Event Viewed Movie with a property of genre, you can add an attribute to your message that includes favorite movie genre. Kahuna calculates your user's favorite movie genre at the time that the campaign runs and includes it in the message.

To insert an attribute:

  1. As you add body text to your message, click where you want to add a user attribute.
  2. Click the Insert Attribute button.
  3. In the Attribute pick list, select an attribute or an intelligent event.

    If you choose an Intelligent Event, select the property you want to use, then click > to select Favorite, Most recent, or Favorite in last 7 days. Kahuna calculates the value of the property at the time that the campaign runs and uses the calculated value in the message for the user.

    Note: If you select Favorite in last 7 days but the user does not have a value for the last 7 days, Kahuna uses the fallback value.

  4. Enter a fallback text string that functions as an alternative to your attribute. For example, enter friend as an alternative to the first_name attribute.
  5. Click Apply.
Send a Test Message

If you want to see how your message looks on a mobile device, you can send out a test message. User attributes are not populated for test messages.

To send a test message:

  1. Click the Send Test button.
  2. In the Enter a user credential box, enter the recipient’s complete phone number, including country code, then click Enter.

  3. If you want to add recipients, enter each recipient’s complete phone number, then press Enter.
  4. To send the test message, click Send.
Add a Variant

To leverage the power of RevIQ, you can create message variants for testing. RevIQ determines which variant is the most effective for realizing the goals of your campaign. If you disable RevIQ, you can specify the distribution percentage of each variant in the set.

To add a variant:

  1. Select the Variants tab.
  2. Click the Add variant button.
  3. Enter your message in the message box, then click Next.

    To delete a variant in the Variants tab, click Delete at the bottom of the variant .

  4. After you have added the variants you want to use, click Next.
Set Control Group and RevIQ Options

In the Control Group & RevIQ tab, you can disable RevIQ and change the control group setting.

Using a control group enables you to compare organic and messaged user behavior to assess the success of a campaign. You can change the control group percentage across all message variants or for each specific message variant.

To change Control Group & RevIQ settings:

  1. Select the Control Group & RevIQ tab.

  2. To change the control group percentage across all message variants, use the up/down arrows at the top of the tab.

  3. To change the control group percentage for each message, disable RevIQ at the top of the tab and use the up/down arrows in each variant box.

  4. To exit, click another tab or click Next.

Cross-Channel Optimization

In addition to optimal messaging and optimal message timing, you can leverage the power of RevIQ to ensure that your messaging is distributed to the optimal communication channel. When you enable Cross-Channel Optimization, RevIQ applies machine learning algorithms to determine which channel is most effective for engagement, conversion, or retention. By using RevIQ across all messages and campaigns, you ensure that Kahuna is sending the best message at the best time across the best channel. See RevIQ Cross-Channel Optimization.

Goals

To gain insight into campaign success, you can incorporate up to four campaign goals with varying attribution windows. An attribution window is a time period during which a user might achieve a goal. Goal achievement for a given action can contribute to campaign success.

In this topic:

What Are Goals?

A goal is an approved and tracked event of interest such as checkout or purchase. If your Adaptive or Lifecycle campaign includes multiple goals, RevIQ requires that you specify a weighed primary goal to distinguish it from additional goals. The Campaign details page provides an itemized count of Goals Achieved for each goal.

RevIQ

RevIQ intelligently optimizes campaigns using these types of optimization:

  • Messaging Optimization uses machine learning to distribute the message producing the highest number of engagements. If no goals are selected, message optimization learns the best message for engagement. If a campaign has goals, message optimization selects the best message for primary goal conversion.
  • Conversion Time Optimization uses machine learning to discover the ideal time for a conversion push. With Time Optimization, 98 percent of the users who organically achieve a campaign goal do not receive a message. This avoids messaging those who would have achieved the goal with no messaging; for example, a user continuing to shop after moving to cart. Kahuna messages the remaining two percent of users according to the specified interval for the campaign (minutes, hours, or days). Intervals with the highest conversion rate receive more messages until a definitive winning time is selected. Kahuna messages all the users who have not achieved the goal after the 98 percent organic conversion time has passed.
  • SendOptimally uses real-time observation of cross-channel behavior to deliver a message automatically when and where a customer is most likely to engage. By tracking each customer’s unique interaction history across all digital touchpoints and unifying it in an individual personal profile, Kahuna understands the specific time of day that each user prefers to engage with your brand. Kahuna updates each user’s preferred time-to-contact based on their ongoing behavior to ensure the ideal message delivery time, every time.
  • Cross-Channel Optimization uses machine learning algorithms to test user response over time. After an algorithm-determined number of delivered messages, Cross-Channel Optimization settles on the single communication channel with the best user response rate.

Each type of RevIQ is only available for specific campaign types. This chart shows the available types for your current campaign.

  Time-Op Message-Op Send-Op XChan-Op
Conversion  
Lifecycle  
Scheduled    
Adaptive  
External Trigger  
Conversion Goal Logic

Conversion campaigns employ logic for the primary goal, or conversion goal. This dictates when and how Kahuna sends messages. If, after a start event (such as Add to Cart), a user has not achieved the primary goal (Purchase) within a given interval (minutes/hours/days), Kahuna sends a message. When you enable RevIQ, the elapsed time from the start event to organic primary goal achievement by 98 percent of campaign users determines the message send time. After RevIQ sends a message, it weights subsequent messages according to the time and message with the most primary goal achievements.

Add Goals

As you create a new campaign, the Goal panel displays a picklist with the goals available for incorporation into the campaign. Each goal has a predefined attribution window. Kahuna Customer Success can change the size of any attribution window. You can add up to four goals for each campaign.

To add a goal:

  1. Click Add primary goal.
  2. Either start typing the event name in the Select an event box or click to select an event from the picklist.

    If the event has properties, you can select the property for the event and its value. For example, if you want the goal to be watched a comedy movie, you can select the event watched_movie with the property genre that is comedy.

  3. To add additional goals, click Add another goal and repeat the previous step.
  4. After you have completed your goal selection, click Next.

View Results

As your campaign runs, you can periodically check the status of the campaign goals uplift. To see stats for your goal data, select the campaign from the list on the All Campaigns page. The Campaign Details page provides a tally of Goals Achieved and many other delivery and engagement metrics.

The Campaign Details page provides a number of tables and charts for summarizing campaign data. For goals data, this page provides an itemized count of Goals Achieved.

For links to detailed campaign creation procedures, see Campaign Types.

Duration

Application uninstalls are more likely when users receive messages when they do not want them. With Kahuna SendOptimially™, messages go out when users typically use your application. Send times are based on individual usage patterns.

The Duration panel provides the following options for optimizing the send time of your cross-channel messages.

Send quickly

Send the message out as quickly as possible. Performance limitations determine when the system sends out these messages.

Within an hour

Send messages over a period of about an hour. Message priorities and performance limitations determine when the system sends out these messages.

4 hours

Send messages at individually optimized times over a period of about four hours.

Same day

Send messages at individually optimized times over a period of 24 hours.

One week

Send messages at individually optimized times over a period of seven days.

For links to detailed campaign creation procedures, see Campaign Types.

Quiet Hours

Kahuna provides campaign-specific quiet hours, where you can specify certain days of the week and hours of day when you do not want to send any messages to any of your users. This ensures that you never disturb your users on certain days of the week and at certain times of the day. For example, you can set quiet hours so that no messages are sent on Sundays or during the week between 9:00 PM and 5:00 AM.

The days and hours you select are local to the timezone of your user. For example, if you select quiet hours to be Sunday between 12:00 AM and 6:00 AM, and your namespace is set for Pacific Standard Time, your app users in New York do not receive messages on Sundays between 12:00 AM and 6:00 AM Eastern Standard Time. If the timezone of the user is unknown, the days and hours you select are local to your namespace.

  • Kahuna supports quiet hours for Adaptive, Lifecycle, Scheduled (previously known as One-Time), and External Trigger campaigns for push, email and SMS channels.
  • If you set quiet hours, the days and times apply to both push and email channels; you cannot set specific quiet hours for specific channels.
  • If you use RevIQ SendOptimally to select the best time to send messages and the best time falls during the quiet hours period, Kahuna does not send the messages.
  • If you select an end time that is before the start time, the quiet hours continue past midnight to the next day. For example, if you select Mondays with a start time of 1:00 PM and an end time of 6:00 AM, quiet hours start on Monday at 1:00 PM and end on Tuesday at 6:00 AM.

To set quiet hours:

  1. Click the Quiet Hours panel to open it.

    The Quiet Hours panel shows current quiet hours, which includes any global quiet hours that are set in the Settings. If you edit or delete a quiet hours setting, the change only affects this campaign; global quiet hours are not updated.

  2. Click Add Quiet Hours.

  3. Select the days and times you do not want to send messages for this campaign, then click Save.

    To select an entire day, select the day, then click the dropdown next to Between. Select Full Day, then click Save.

    The Quiet Hours panel displays all the days and times that quiet hours are in effect for this campaign.

    To edit a quiet hours setting, click next to the setting. To delete a quiet hours setting, click x next to the setting. To delete all quiet hours settings, click Clear All.

  4. When you have completed quiet hours setup, click Next.

After you launch your campaign, the Summary panel on the Overview tab of the Campaign Details page shows the quiet hours for the campaign.

Advanced

The Advanced panel shows a list of named attributes that provide either message count or message date. In the Filters panel, you can select filter-based message limiters referencing these attributes to create campaign groups.

For example, in the Kahuna Blueprint, your administrator has defined campaign limiting and grouping attributes named messages-delivered. If you want to limit the number of messages received by users of a group of campaigns to five, do the following.

  1. In the Advanced panel, choose the attribute messages-delivered for the Campaign Groups Affected.
  2. In the Filter panel, configure the attribute messages-delivered to be less than 6.

Do the same for every campaign you want to include in the group of campaigns that limit users to only five messages.

ON/OFF

Toggles the Advanced panel on or off.

Counter Attributes

Counter attributes increment the count of sent pushes, emails, or in-app messages to each user engaged by this campaign.

Date Attributes

Date attributes update the date of sent pushes, emails, or in-app messages to each user.

Note: If you do not see an Advanced panel in your Campaign Creator, contact your Kahuna administrator about creating a set of campaign limiter attributes.

For links to detailed campaign creation procedures, see Campaign Types.

You can save a draft of your campaign at any time during the campaign creation process.

Campaign Drafts

When you are creating a new campaign in the Campaign Creator, you can save a draft of the campaign to be completed and sent at a later time or so that other content creators in your organization can participate in the creation process.

To save a campaign draft, click Save Draft at the bottom of the Campaign Summary panel.

Note: If you exit the campaign creator during the creation process by clicking the back button or by selecting a menu item from the left navigation pane, you are prompted to save a draft of the campaign.

All campaign drafts are listed on the All Campaigns page. Click the name of the draft to open the Campaign Creator and continue with the creation process.

You can delete a draft from the All Campaigns page if you no longer need it. Click in the Actions column of the draft, then select Delete.

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