Setup Nudge Journey

View, create and manage journeys.

Overview

Nudge your users to the next action. Create a nudge journey to build the right context for each user to drive attention.

Listing Page

Refer to the table given to learn about the journey statuses on the listing page.

StatusDescription
AllDisplays all nudge journeys.
DraftDisplays a nudge journey still being created.
InactiveDisplays a nudge journey that has been paused or ended.
ActiveDisplays a nudge journey currently live and being shown to users.
ScheduledDisplays a nudge journey scheduled at a later time.
TestDisplays a nudge journey being tested before making it live to all users.

Nudge Priority

The Nudge Priority feature lets you define the priority for showing the different sets of nudges based on the eligibility of the consumer cohorts. This priority will be used to decide whether higher-priority nudges are shown or not or which nudge to show first whenever multiple nudges are competing for the same space. Refer to this link to know more.

Download Report

  1. Navigate to Nudge Journeys on the Netcore PX dashboard.
  2. Click Download report screen appears.
  3. Select the Duration for which you want to download the report and click APPLY.
  4. Select the Journey name from the dropdown. To download reports for all active and inactive journeys, check the Select All box. To download a report for a single journey, check the box next to that journey name.
  5. Once done, click DOWNLOAD. The link to download the report is sent to your email address.

Filters

View your preferred journeys according to their created or edited date. The options available under are:

  • Created between: Filter journeys based on their created date range.
  • Last edited between: Filter journeys by the date range of their last edit.
  • Last edited by: Filter journeys by the user who made the most recent edit.

Click APPLY to view the journeys on the listing page.

Create Nudge Journey

Follow the steps to create a nudge journey.

  1. Navigate to Nudge Journeys and click the Create button to create your journey. New journey screen appears.

Refer to the table to learn about the fields available here.

FieldDescription
Journey NameAdd a unique name for the nudge journey.
DescriptionAdd a brief summary of the nudge journey’s purpose or details.
Start DateAdd the date when the nudge journey will begin.
End DateAdd the date when the nudge journey will automatically stop.
Publish ImmediatelyEnable this option to make the nudge journey live as soon as it's saved.
Journey is Never EndingEnable this option if the journey should continue running without an end date.
Set conversion goal Set which activity you would like to count as a conversion

Set Conversion Goals

Add conversion goals to monitor key business metrics and measure the success of your app push campaign. You can track one conversion goal per campaign. Select any activity as a conversion goal activity according to your objectives.
For example, if you want to track the number of customers who have purchased shoes after your campaign was sent. (Event: Product Purchase, Amount: is greater than Rs.1000/-).

  • Select Event : Track specific events performed by users. The options available in the dropdown are:
    • Total Event Count: The total number of times the specified event occurred across all users.
    • Unique User Count: The number of distinct users who triggered the specified event at least once.
    • Sum of Event Property: The total value of a specific event property across all event occurrences.

Once the details are finalized, click PROCEED.

Create Nudge Journey

Create Nudge Journey

Select your target audience

Define the audience for the nudge journey. Refer to the table to know the available options.

OptionDescription
All usersDisplay your nudge to all users in your contacts.
User segmentDisplay your nudge to a specific group of users. Select the user segment you have created from the dropdown.

Click PROCEED.

How would you like to rollout your nudge?

Select the method for delivering your nudge to users. The available methods are:

MethodDescription
A/B test with multiple nudge variants (recommended)Discover the best nudge variant by comparing its impact with the control group. There are the options provided.
  • Experiment name: Enter a unique name for your A/B test experiment.
  • Number of variants: Specify the number of nudge variants you want to test in the experiment.
  • Set Goals: You can set up to 10 goals.
    • Add another goal: Add additional goal(s) to track the performance of the nudge variants.
    • Remove goal: Remove an existing goal from the experiment.

    Note: This feature is available from SDK version 8.5.14 onwards.
Rollout nudge once and for allDisplay your nudge to 100% of your audience in one go.
Rollout nudge in phasesShow your nudge in a series of phases to a portion of your audience. Define the percentage of users in the roll-out. For example, 30-30-40 (%).

Choose Display Nudge

Give the nudge name and select from the existing nudge gallery. Refer to this document to learn more about the types of nudges and their descriptions.

Create & Customize Nudge

Create & Customize Nudge

Create & Customize

Steps to Pair Device

Before you start customizing the nudge, you have to pair your mobile device. Follow the steps given to par your device.

  1. To pair your device, select a Test group and Test device and click PAIR.

  2. Open the app on your mobile and navigate to the page where you want to place the nudge.

  3. Once you are on the desired page, click CAPTURE on the PX dashboard. The app page will appear on the dashboard.

  4. Select the area where you want to add a nudge and use the editing options on the left to customize the nudge.

Refer to the table to learn the options available for creating and customizing nudges.

Editor/FeatureOptions/ Description
Rating Editor- Star, Heart, Thumbs Up: Click to change the rating icon.
- Icon Color: Select from the color palette.
- No. of Icons: Select 3 to 7 from the dropdown.
Button Editor- Text Properties:
Enter the button text, select the font type, and adjust font size.
- Styles: Select between Text Only or Button styles.
- Action: Select action (Close prompt, Launch URL, Invoke action).
Title Text Editor- Title Text: Enter the text for the title.
- Font: Select the font type.
- Font Size: Adjust the size using the slider or input.
AnimationSelect transition from dropdown. For example, fade, slide, bounce and so on.
Nudge Properties- Position on Screen: Select the nudge’s position, For example, top, bottom, center.
- Width, Background, Opacity, Radius, Border Size, Border Color, Padding: Adjust these properties to control the nudge's appearance.
- Enable Options:
- Show as Modal Bottom Sheet: Check this box to display the nudge as a modal that slides up from the bottom.
- Let Users Interact with the App: Allow users to interact with the app while the nudge is visible.
- Add Backdrop: Add a semi-transparent overlay behind the nudge.
Dismiss Conditions- Add Close Icon: Add a clickable Close icon on the nudge.
- On Click Anywhere Outside Nudge: Allow users to dismiss the nudge by clicking outside it.
- On Click of Device Back Button: Enable the device's back button to close the nudge.
Input Field Editor- Write a Review: Enter placeholder text for user input.
- Font, Font Size: Customize the appearance of the input field text.
- Input Type: Select text, number, or email input.
Tooltip NudgeHotspot: Add a hotspot to highlight specific areas of the app.
FOMO NudgeTag Editor:
Enter title text.
Select the font, size, and style (Hollow or Filled).
Alert Nudge- Nudge Properties: Style the nudge’s appearance.
- Animation: Select a transition.
- Title Text: Add and style the alert title.
- Close Button: Include a button to dismiss the alert.
MCQ Nudge- Multi-choice Editor: Choose between single-select and multi-select options.
- Text Properties: Customize font and font size.
Image Editor- Image URL: Add the URL for the image.
- Image Width: Adjust the image's display width.

Set Trigger

OptionSub-OptionDescription
Trigger WhenChoose the specific conditions or actions that will trigger the nudge.
App ActionSelect the app action such as button click or screen view to trigger the nudge.
Nudge ActionDefine the action to be taken once the nudge is triggered, such as showing a message or prompting an interaction.
RepeatEvery time
Once every
StopNeverThe nudge will never repeat once shown.
When
Change VersionsDefine the versions of the app that should display the nudge.
From App VersionSet a minimum app version for the nudge to be shown.
To App VersionSet a maximum app version for the nudge to be shown.

Set Goals

Set goals to monitor key business metrics and measure the success of your nudge journey. You can set upto 10 goals. Select any event as a goal according to your objectives.
For example, if you want to track the number of customers who have purchased shoes after your campaign was sent. (Event - app_installed, Event count - Total event count).

📘

Note

This feature is available from SDK version 8.5.14 onwards.

Once you have added the goals, click DONE. Your nudge is added to the nudge journey. If you want to add more nudges, click Extend Journey according to your desired use case.

Launch Nudge Journey

Select Push to Test Devices to test configurations on selected devices before deploying them live. Here, you have two options:

  • Test Full Journey: Simulate the complete nudge journey on selected devices. This includes testing all conditions like user splits and nudges.
  • Test Specific Branches of the Journey: Test specific branches of the user journey. Validate all nudges while skipping user split conditions for targeted testing on selected devices.

Select Push to Production to deploy the nudge journey live to all users.

📘

Points to Remember

  • All active tests will be discarded.
  • The changes will be deployed to all the production devices.