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Mobile: Using the Edit Auto Play Tab in the Campaign Wizard

Updated on May 23, 2019 Download PDFDownload as PDF
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Brief Overview

The Edit Auto Play tab is the place to go if you are looking to set how your Campaign will be auto-played, how many times it will play, and who will be the target audience that Campaign.

 

You can get here by entering the Mobile Console, clicking on MY CAMPAIGNS, either clicking Edit on an existing Campaign or creating a new Campaign, and clicking NEXT or EDIT AUTO PLAY from the EDIT CAMPAIGN screen.

Note:

For Launcher Campaigns, this tab will only include the Priority and Target Audience sections.

Use Cases

In the Edit Auto Play tab in the campaign wizard you are able to:

  • Set a Campaign to not autoplay at all.
  • Remove the plays (impressions) limit.
  • Prioritize one Campaign over another if there are 2 Campaigns with the same auto-play settings.
Note:

The Review & Publish tab is where you set the API Key for a Campaign API trigger (that doesn’t impact auto play)

Using Triggers

Triggers enable you to determine when your Campaign will play. You can trigger Campaigns in one of three ways:

  • Static: The Campaign will play as soon as the audience segment evaluates to true.
  • Happy Moment: WalkMe uses machine learning to determine the best moment to show your user the Campaign based on a per-second evaluation of 300 analyzed data points.
    • This Happy Moments allocation identifies where and when end-users are likely to click a positive action in the Campaign.
    • The SDK algorithm uses this allocation to trigger the Campaign for users at the optimal times, increasing the odds of a positive outcome.
  • Off: Turn off the trigger if you don’t want your Campaign to auto-play at all.

Using Auto Play Frequency

Starting from WalkMe Mobile SDK version 1.17.0 and above, you can better tailor when and how often your Campaigns will auto-play using any of these frequency options:

  • Auto-play once per session, every session (this is not new but we made it easier to understand).
  • Auto-play once per session, and then wait for a set number of sessions /days/weeks.
  • Auto-play only once (this is not new either but we made it easier to understand).
  • Auto-play always – whenever the audience segment rule is met.
Note:

  • SDK versions below 1.17.0 that don’t support the “Always” and “Once per session, wait…” frequency settings will continue to auto-play once per session according to the set plays (impressions) limit.
  • The total number of auto-plays per end user session is limited by the app capping, set from the “General” tab in the App Settings area. If you set a Campaign to an “Always” frequency, the number of auto-plays per session will be capped by the global setting (shared with other Campaigns auto-play).  It is recommended to set your capping to “Unlimited” if you intend to use “Always” frequency.

Using Priority

If you have more than one Campaign set with the exact same target audience, you can a higher priority to the Campaign that you wish will auto-play first.

Using Campaign Total Plays Limit (Impressions per end user)

The total plays limit sets the total number of times the Campaign will auto-play to each end user (across the entire end-user usage of the app):

  • Set the total plays limit to “None” to have a Campaign auto play infinitely.
  • Set the total plays limit to a specific number if the Campaign content is something you only want to push to users a certain number of times.

You can choose how many times you want to auto-play a Campaign by editing the Total Plays limit.

Here are some helpful tips about total plays limits:

  • The total plays limit is affected by the Campaign frequency:
    • If a Campaign’s frequency is set to “Once” – there will be no plays limit to set, as the Campaign will only play once per end user.
    • If a Campaign’s frequency is set to “Always” – there will be no plays limit frequency per Campaign to avoid an inconsistent end-user experience.
  • The total plays limit only affect the number of times a Campaign will be activated by auto-play.
    • Explicit activations (for example, via Campaign action, API trigger or Connected Campaign) don’t count toward the total plays limit.
  • A NEVER Action overrides the plays limit.
    • For example, if you set a Campaign’s impressions total plays limit to ‘5,’ but your user clicks a button with a NEVER Action in the Campaign, your user will never see the Campaign again despite the 5-plays limit.
  • The reappearance of a Campaign after the end-user clicked the MAYBE Action does not count toward the total plays limit.
    • For example, if you set the limit to five impressions and the end-user sees the Campaign, clicks on a MAYBE Action and sees the Campaign again at the random one-to-three day interval, the count will still be just one impression, not two.

Setting Your Campaigns’ Target Audience

This is where you decide who the Campaign will auto-play for.
You can choose from the following:

  • All Audience: The WalkMe Mobile SDK will target the right user at the right time to optimize conversion rates.
  • A pre-created audience segment;
  • Create and name a new, unique target audience segment using any number of out-of-the-box variables or segments, screens, Elements, Goals, User Attributes or Campaigns that you’ve captured or created.
    • After you’ve selected which audience members to target, use the presets and other parameters to create your segment, give it a name, and click SAVE to save your progress and NEXT to continue to the REVIEW & PUBLISH screen.

Important:

You should always set your audience carefully to target exactly the right users, but it is especially important to do it if your campaign’s auto-play frequency is set to “Always“. An “Always” auto-play frequency combined with a too-wide audience, can cause the campaign to auto-play non-stop.  Above all, you should absolutely avoid using the “All Audience” option when setting the frequency to “Always”.

 

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