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New Name: Marketing Cloud Personalization

Interaction Studio (formerly Evergage) is now known as Marketing Cloud Personalization. The new name reflects our mission and vision for innovation in Salesforce Marketing Cloud. We wish we could snap our fingers to update the name everywhere, but you can expect to see the previous name in various places until we replace it.

Mobile In-App Messages offer a way to build and deploy messages within mobile applications. These messages, which are similar to infobar messages that can be added to your website, can be built, managed and deployed from within Interaction Studio. You get the same real-time data and personalization you rely on with Interaction Studio, without having to get an engineer's help and you don't need Apple App Store approval to deploy new or changed messages.

This Article Explains

This article details how to create a mobile in-app campaign.

Sections in this Article

Understand Capabilities

Mobile In-App Messages offer similar functionality to basic web messages including:

  • Formatting options like background color, positioning, and text formatting
  • Message preview on different iOS devices
  • Link to other content like in-app content, external sites, email, or another app (i.e. maps)
  • Insert dynamic content to add data fields like user name or product name to your message
  • Segment targeting including screen views, actions, and locations
  • Multiple experiences to target different audiences within the same campaign

Using Mobile In-App Messages for inline page changes and recommendations requires an API configuration. Push notifications are not supported.

Create a Mobile In-App Message

Mobile In-App Messages are created at the Campaign level in Interaction Studio.

  1. Log into Interaction Studio
  2. In the Channels & Campaigns section, select Mobile > In-App Message Campaign
  3. Select Mobile In-App Message from the New Campaign drop-down

Configure the Message

Set the Preview Layout

  1. Choose the Preview area
    1. Platform: either iOS or Android
    2. Devices: select from iPhones, iPads, various Android devices
  2. Choose the layout: Portrait or Landscape
  3. Set the Zoom20-100% or Fit to Screen

Message Interaction

  1. Choose the number of Tappable Areas
    1. Whole Message–if viewer clicks anywhere on the message, redirect to the target URL
    2. 1 Button–if viewer clicks the single button, redirect to target URL
    3. 2 Buttons–if viewer clicks either button, redirect to target URL; each button may have a different target URL
  2. Choose message location: Top or Bottom
  3. For Whole Message tappable areas only, enter Links To URL 

Message Content

  1. Enter the message Title. In the example above: "You have reward credits!"

    You could generate the dollar amount in this example using a dynamic field that pulls data from your CRM

  2. Click to generate dynamic fields like User Name or Total Price
  3. Enter the message Body. In the example at the right: "Would you like to apply them to this order?"
  4. Configure the look of the message with Border Width (px), Border Color (hex), Corner Radius (px), and Background (hex)
  5. For 1 Button or 2 Button messages only
    1. Enter Button Text
    2. Enter Links To URL
    3. Configure Button Styles with Text Color (hex), Border Width (px), Corner Radius (px), Border Color (hex), and Background (hex)

Campaign Setup

  1. Click Setup in the top left corner
  2. Select Campaign Settings
  3. Add the rules that support your campaign strategy. For more information on rules for mobile campaigns, please see Add Rules to Mobile Campaigns.

Message Settings

Message settings control message level-rules which can be set to control when a visitor sees a message either based on frequency or after the visitor performs an action. For instance, you can configure the message to appear only if the visitor adds an item to the shopping cart. For more information about 

  1. Click Message Rules
  2. Add a Target Pages rule to show the message based on a specific action taken or an item action taken (in this example, the message would show when an item is added to the cart)
  3. Add a Display Frequency rule to show the message based on visit frequency or a set display interval (in this example, the message would show only once for all time)