Geofences

Today, marketers have abundant customer data at their disposal such as their name, age, gender, past purchase data, product preferences, eyeball data, location, etc. Engaging relevant customers with relevant offers or multi-channel marketing campaigns is now a critical cog in an effective marketing strategy. The most under-utilized data-point in this wheel of customer engagement is often “location”.

There are two main marketing technologies built using customer location data:

  • Geolocation-based targeting
  • Geofencing

What is the difference?

Geotargeting: The most commonly used technology in which you can target your offers or engage customers based out of a particular geographic location. This technology works best when you want to segment and target customers based on larger physical radius criteria like country, state, or city and last known available location of the user.

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For creating geolocation-based targeting - you can head over to the segmentation module of CEE and use smart customer attribute called "Last Known Location".

Geofencing: Helps you create a virtual territory around a particular location and target only those customers within that proximity. It is based on the effective use of GPS data.

In this guide, we will see how to create and manage geofences to know when a user enters, exits, and dwells in a given geofence and also setup a journey campaign to trigger push notification in such a scenario.

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Important

  • Geofence feature is available from Android SDK v3.1.11 and iOS SDK v3.1.3 onwards and ensure to integrate the location tracking steps given here for Android and iOS
  • This feature will be available for Native, React Native platforms. Coming soon for Flutter.
  • Please note that dwell event tracking is available only Android SDK.

Creating Geofence Groups and Geofences

Step 1 - Enable Geofence feature for given app added in the assets section

Go to Assets > Android or iOS apps that you may have added and click on Edit button. You need to enable Geofence feature from here as shown in the below screenshot.

Step 2: Setting up geofences.

Go to Assets > Geofences section and click on Create Geofence button.

  • Here, you can create a geofence group and start adding geofences to this group.
    You can add geofence by searching for a location.

  • Each geofence group can contain 1 or more geofences, with a maximum limit of 100 geofences.

  • Click on Add geofence button, provide a name and radius in km or miles and click on "Add" button to confirm.
  • You can set your dwell time and duration for which this geofence group should be active in the time settings. Dwell time is set to the default of 15 minutes.
  • You can proceed to click on Save button to activate this geofence group.
  • Once done, CEE SDK will start sending geofence entry, exit and dwell events for these added geofences.
  • On geofence listings page, you can get metrics such as geofence entry , exit and dwell event counts and how many journey campaigns are running for given geofence.

Setting up journey campaign for geofencing triggers

  • When you create a journey campaign, please select Geofence as trigger node as shown below.
  • Select trigger activity from options like entry, exit or dwell
  • Then proceed to selecting applicable geofence group and individual geofences for your journey.
  • Once above trigger node setup is done, you can add push notification, Email or SMS node to trigger your messages and you're done!

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