In-App Automation Composer Tutorial

Learn how to create messages with In-App Automation.

In-App Messages appear regardless of a user's opt-in/out status for notifications. While standard in-app messages appear as banners, automated in-app messages have various style and layout options. They are stored on the user's device then displayed according to the triggers you define.

See the In-App Message Reference for detail about the options and settings in this tutorial.

 Important

Please review your project's Background Push setting status before sending messages via In-App Automation. Background push is used to pre-load in-app messages on a user's device, which increases the speed and reliability of message delivery. It is disabled by default.

 Tip

You can configure the default appearance of your messages in Settings » Configuration » In-App Automation. Settings include background and heading colors, text colors, size and alignment, etc.

 Note

If you are sending localized content, follow the steps in the In-App Automation Localization Tutorial.

 Note

If you are sending localized content, follow the steps in the In-App Automation Localization Tutorial.

  1. Open your messaging project, then click Create and select In-App Automation.
  2. Select a message style, then click to continue.
     Note

    For Custom HTML, since the message's content and behavior is defined in your provided HTML, the remaining settings and options available in this composer are reduced to only those applicable to the Custom HTML message style.

  3. Select the message layout, then click to continue. Layout options vary by message style. Layout is not included if you chose Custom HTML in the Style step.
  4. Configure the message settings, then click to continue.
  5. Select your audience, then click to continue.
    • All Users: Sends the message to your entire audience.
    • Test Users: Predefined recipient groups. After choosing Test Users, select from the Test Groups dropdown menu that appears. See: Test Groups.
    • Target Specific Users: Create a recipient group based on available conditions. See: Target Specific Users: In-App Automation.
  6. Configure the content of your message, then click to continue. A preview will display as you type. Available fields and options vary per message style. Ensure the media URL will be accessible by your mobile audience. HTTPS is required. If your account has CDN enabled, you have the option to upload media rather than entering a URL. Contact Support if you are interested in enabling CDN media hosting.
     Note

    If you selected Custom HTML in the Style step, the only two sections will be Custom HTML and Custom Keys Additional key-value pairs in your push notification payload for use by custom code in your app. You can use custom keys to pass additional campaign identifiers for analytics, pass user information to the device, control the look and feel of the app, provide image links, etc. . Upload your file now.

  7. Assign an action for each button, then then click to continue. Select from the dropdown menu, then configure its settings.
     Note

    If you selected Custom HTML in the Style step, the only option in the Actions step is to Set a tag when the message is displayed. See #3 below. You must set other actions within your custom HTML file.

    • Button Actions
    • (Optional) Set a tag when the button is pressed.
    • (Optional) Set a tag when the message is displayed.
       Tip

      Use this in conjunction with tag-based targeting to prevent a message from being seen or to chain the display of messages. E.g., set a tag “message1” on display of one message, and only display a second message to users who have the “message1” tag.

  8. (Optional) Override the default design settings. Toggle to enable Background, Text, or Buttons, and make your changes.
    • Changes apply to the current message only and do not affect the project's default design settings.
    • The available options are the same as those available when setting design defaults for your project in Settings » Configuration » In-App Automation.
  9. Configure the trigger events that will cause the message to appear to users, then click to continue. You can also set conditional options that cause the message to display when triggers occur and the condition is true. See: Display Triggers for information about each trigger and condition.
  10. Review the device preview and message summary, then click Finish. If want to make changes, click EDIT, make your changes, then either click or click the central navigation dot to return to the Review step. If you exit before this final step, the message is still a draft and not yet active.