Overview
With our campaigns module, you can send notifications to your customers via push notification and SMS* (*only in combination with fulfillment solutions). You can use campaigns to send scheduled marketing campaigns or transactional notifications. One example is sending a message to your customers to keep them up to date on their order status. The system can be fully extended via APIs.
Campaigns
Use campaigns to schedule notifications and send them to your customers.
To do so, click Marketing › Campaigns in the Shopgate Admin.
The campaign overview shows the list of all campaigns – whether a campaign is currently active/inactive and how many notifications have been sent to customers via the campaign.
Creating a new campaign
To create a new campaign, click "Create" in the top right of the campaign overview. A wide range of options is available to you. Based on the "Trigger", there are two types of campaigns:
- The trigger "Schedule/Manual" is used, for example, for marketing notifications that are to be sent to customers on a specific date and at a specific time.
- The trigger "Event" is used for notifications that are sent to individual users based on a specific event (e.g. a shopping cart reminder).
The following configuration options are available:
| Field | Description | Example |
|
Campaign Name |
Internal name of the campaign | "Black Friday Sale 1" |
| Campaign Code | Internal identifier of the campaign (used, for example, to access the campaign via the API). Filled in automatically by the system. |
"CMP-1" |
| Campaign Status | Active/Inactive | Active |
| Trigger | "Schedule/Manual" or "Event". | Event |
| Event Type | Only available if "Event" has been selected as the trigger | Product back in stock |
| Description | Optional. Internal description of the campaign | Push/SMS is sent after the order is completed to prompt a review |
| Delivery Method | Sending the notification via push and/or SMS* (SMS only in combination with Shopgate fulfillment solutions) | Push |
| Event Trigger Conditions | Only available if "Event" is selected as the trigger. With event trigger conditions, you can further narrow down when the notification is to be sent. | Only if the order status is set to "Accepted" |
| Audience | Select who should receive the notifications: "All Users", an "Existing Segment" or a "Custom Audience" | "All Users" |
| Interaction | Defines what should happen when the user taps a push notification and the app opens. | "Show product" |
| Message | You can either select a previously created template or create a new message. Messages consist of a title and a message. Pay attention to the preview and possible character limits. |
Title: SALE: Save up to 20% now 🎉 |
| Image | Only used for "Push". You can use either the product image from the selected interaction or an image you have uploaded. | Use product image (from product selected in "Interaction") |
| Analytics | Here you can define special parameters that are passed to your analytics tools. | "utm_campaign" = "black-friday" |
| Schedule | For campaigns with the trigger "Schedule/Manual", you can specify on which date and at what time the notification is to be sent. For campaigns with the trigger "Event", you can specify optional start and end dates for when this campaign is active |
Send immediately |
Event-based campaigns
Shopgate provides various standard events that can be used without any external integration. Some of the events depend on the scope of the products you use. In addition, there are custom events that can be controlled via our API. For example, external marketing tools can be connected this way. If you have questions about custom events, please contact support@shopgate.com
Certain events can be specified in more detail via the so-called "event conditions". This allows you, for example, to set up individual notifications per store.
| Event name | Description/use case | Can be used with |
| Fulfillment order updated | A change to the order, for example deleting an item or similar. | Fulfillment |
| Fulfillment order status updated | Allows you to send your customers notifications about the order process. Example: reservation is ready for pickup. | Fulfillment |
| Order not picked up | Sent when "Customer did not show up" has been selected in the In-Store App. | Fulfillment |
| Sales order added | Sends your customers an order confirmation for a new order/reservation. | Fulfillment |
| Schedule pickup reminder time reached | Serves as a pickup reminder for local orders if this function is activated. Takes into account the time configured for the event. | Fulfillment |
| Return order added | Serves as a confirmation of receipt for a return | Return-in-Store |
| Return order status updated | Used for status updates on a return (e.g. "processed" or "rejected") | Return-in-Store |
| Cart reminder time reached | Reminder for abandoned shopping carts in the app. These are sent to your customers automatically based on the configured time. | Shopping App |
| Inactive device time reached | Sends a message to your customers if they have not opened the app for longer than the time you configured. | Shopping App |
| Sales order fulfillment added | Sends a shipping message when an online order has been marked as "shipped". |
Shopping App, Shopgate native Checkout |
| Product back in stock | Sends a message to all active subscribers as soon as a product is back in stock. |
Shopping App |
| Custom | In the next step, define the name of the custom event that you address via our API. |
All, Requires API integration |
Interaction "Show other view"
With the interaction "Show other view", you can open any page in the app. You only need to know the path to this page in the app. This interaction can be used, for example, to link to a widget page you have created. The app path for opening a widget page has the following format:
/page/url-key-of-page
You can find the URL key for a page in the Shopgate Admin. To do so, go to Design › Pages (Legacy) and select the page you want in the top left. You can copy the URL key in the top right:
Use this URL key in the campaign's "Engage Path" field. For CMS pages, "/page/" must be placed in front of it. Pages you have created under Design › Pages are linked via the interaction "Show CMS page" instead, where you select the page directly.
Message
You can either select a previously created template ("Use an existing template") or create a new message ("Customize your message"). Messages consist of a title and a message. Pay attention to the preview and possible character limits.
Depending on the selected combination of event type and trigger, different variables are available in your message. You insert variables via "Quick Insert". A classic example is the variable "First Name", which is used to personalize messages: 
If you select an event, event data is available for use in your message in addition to the customer data variables. The available data depends on the event type, e.g. different data is available for "Sales order added" than for "Fulfillment order updated".
Images
You can enrich a campaign with images to stand out more in your customers' notification feed. The Shopgate system automatically uses the product image if "Show product" or "Open product from event" has been selected as the interaction. Alternatively, you can upload images you have created yourself:
Please make sure that, for example, text on images is easy to read in the preview of a message, as the preview is relatively small. However, users can display the message larger by expanding it (Android) or long-pressing it (iOS).
Templates
With templates, you prepare the content you want to send, and with campaigns, you specify when and to which customers the notification is sent. Using templates is optional, as you can also define the content of the notification directly when creating a campaign. Templates are useful if you want to reuse them for several campaigns in the future.
You can find the templates in the Shopgate Admin under Marketing › Templates.
When you open the templates for the first time, you will notice that some templates already exist. These are the default templates for push & SMS transactions that are created automatically when your shop is set up. You can configure these templates and change their content completely to your liking, or delete them if you do not want to use them.
You cannot send notifications to customers with templates alone. A template must always be used in combination with a campaign.
Creating a new template
You can configure these fields for a template:
| Field | Description | Example |
| Template Name | Internal name for the template. Choose a simple description that you can easily find later when configuring campaigns | Order completed/review |
| Template Code | Internal identifier for the template. Used, for example, when accessing the templates via the API | OrderCompleted |
| Template Status | Active/inactive. Can be used to prepare templates or to deactivate them temporarily | Active |
| Trigger | "Schedule/Manual" or "Event" | Schedule/Manual |
| Event Type | Only available if "Event" has been selected as the trigger | Sales order added |
| Description | Optional. Internal description of the template | Notification after order completion + review request |
| Title | The heading of the message sent to the customer. Displayed differently in push & SMS (see preview) | Your order has been shipped! 🎉 |
| Message | The message that is sent to the customer | Hello {{customer.firstName}}, we hope you enjoy your order! |
Push statistics
Which revenue is attributed to a push notification?
- The message was opened
- Any purchase was made in the same session (maximum 30 minutes of inactivity)
- The promoted item does not have to be purchased
How long are metrics for one-time messages updated?
The status of the message remains "Active" until there has been no interaction (delivery, open, purchase) with the message for more than 10 days.