Demo App QuickStart Guide (for Android Devices): Sending Adhoc, Email, SMS and Push Notifications

Sending Adhoc, Email, SMS and Push Notifications

The section explains how to set up the Engagement demo application on an Android device to receive adhoc push, email and SMS messages after the subscription is complete. Details of the configuring segments are also provided.

To send Email, SMS, and Push Notifications follow these steps:

1. Open an Internet browser.

2. Enter the URI: manage.hclvoltmx.com in the address field and press the Enter key.

   The Sign in to your HCL Account page appears.

3. Enter your email address and password. Click Sign in to continue.

   The system displays the VoltMX Foundry homepage.

4. Click the Engagement Services tab next to the Sync Services tab.

   The Engagement Services home page (Dashboard) appears.

5. Engagement services: In the left panel, click Subscribers under the Overview section.

   The Subscribers page appears.

6. Click the Users tab to continue.

   The Users screen displays the details of the user who subscribed using the application installed on a device.

   

7. Next, click the Devices to view the list of all devices, their device IDs, and the applications the devices are subscribed.

   

Configuration of a Segment

The section describes the execution steps needed to create a segment. The created segment is used to send ad hoc email, SMS and push notifications.

1. Click Segment under Engagement in the left panel.

   The Segments page appears.

2. Click Add Segment to add a new segment.

   

   The Add Segment page appears. The Add Segment page includes the two sections: Segment Information and Define Conditions.

3. In the Segment Information section, enter the details for the following fields:

   • Name (mandatory): Enter a name for the segment that you want to define. Your segment name should include alphanumeric characters only.
   • Owner: The field is populated automatically with the segment owner's name.

   • Created Date: The field is populated automatically with the system's current date and the current time.

     

4. In the Define Conditions section, do the following:

   The Define Conditions list-view contains the following fields:

   1. Conditions: Click Add to add a new condition row. A new condition is added with a number under the Conditions column in the grid. The condition numbers are the references to the user attributes that are associated with that condition. The numbered conditions can be used to define different combinations for a segment definition.
   2. Attribute: Under the Attribute column, select the attribute from the drop-down list. You can select any user attributes as required. For example, First Name, Last Name, Email, Mobile Number, Country, State, Location, Beacon, Last Active Date, and any dynamic user attribute type.

   3. Operator: Under the Operators column, select the required operator from the drop-down list. You compare a user attribute with a value by using a specified operator such as Contains, Equal, or NotEqual. The following table describes operators to define a segment.

      Operator	Description
      Contains	The operator checks if the attribute value for all users have a common substring given in the value field
      Equal	The operator checks if both operands have the same value
      NotEqual	The operator checks if both operands do not have the same value
      GreaterThan	The operator checks if the value of the left-hand operand is greater than the value of the right-hand operand
      LessThan	The operator checks if the value of the left-hand operand is less than the value of the right-hand operand
      GreaterThan CurrentDate + {days}	The operator checks if the date value of the attribute is greater than the current date plus number of days specified in the value field
      GreaterThan CurrentDate - {days}	The operator checks if the date value of the attribute is greater than the current date minus number of days specified in the value field
      LessThan CurrentDate + {days}	The operator checks if the date value of the attribute is lesser than the current date plus number of days specified in the value field
      LessThan CurrentDate - {days}	The operator checks if the date value of the attribute is lesser than the current date minus number of days specified in the value field.

   4. Value: Helps you configure values for conditions. Enter the value in the Value field. For example, you may want to create a condition with users whose first letter in the name contains 'a' character such as Albert, Anna, and Alex.

   5. Execute Conditions by: Select the required condition from the drop-down list to use for segment definition.

      

5. If you select the execute condition as Match all conditions or Match any condition, then based on the fulfilled condition(s), the system inserts the number of users under the Users column.

   

6. If you select the executive condition as Advanced, then five logic buttons appear. Based on your requirement, select the logical operators.

7. Click the Validate button.

   The system validates, if the logic is correct. It states that the validation is successful.

8. Click Ok to continue. The system displays the View Segment screen.

   The number of added users appears under the Users column.

   

9. Click Save to save the segment.

   The system adds the new segment to the segments list-view on the Segments screen. The system displays the confirmation message that the segment is saved successfully.

Sending Adhoc Push Notifications

The ability to send push notifications is one of the most important features of Engagement services. The push message feature lets you configure and send push messages based on the preferences and personalization attributes for targeted subscribers or segments. The push messages are sent only to subscribed apps that are active and installed on mobile devices.

Sending Adhoc Push Notifications to Subscribers

The section describes how to configure push notifications to send them to individual subscribers.

1. From the Engagement section, click Adhoc from the left panel. The Adhoc screen appears with three tabs: Adhoc Information, Select Users, and Define Message. By default, the Adhoc Information tab is set to active.

   

2. Select Channel: Select the Push Message channel from the drop- down list.

   The Select Application drop-down list appears.

3. Select the required application from the drop-down list.

   

   The push messages are sent only to the configured platforms with an app.

4. Click the Next -Select Users button to continue. The Select Users tab becomes active.

   

   Based on your requirement, select the option as Subscribers or Segment. Based on selected app, the list-view populates with the details of associated subscribers.

   

5. Select the number of subscribers from the list-view and click Next-Define Message to continue.

   The Define Message tab becomes active.

   

   The Define Message page includes the Message Information section to add a new push message. The Message Type field includes the two options to add a new push message:

   • Silent Push
   • Standard Push

   By default, the message type option is set to standard push.

6. In the Push Message section, enter the Message Title and the push message in the Message Box. If required, select the personalization attributes.

7. Enable Rich Push: Select the check box if you want to associate the rich push. To customize your text, you can use the Rich Text Editor tool bar at the top of Rich Content box.
8. Silent Push: Select the option, if you wish to enable the silent push. When you check the Silent Push option, the system displays the platform specific properties fields only. This is because the Message Title and the Message Text fields are not applicable for silent push.
9. Choose the option Now to send notification immediately. Click Send to deliver the push message.
10. To schedule a later message delivery, choose the Later option on the Adhoc Information screen. 

11. Select the Start Date and Time and Expiry Date and Time. Click Schedule Notification to schedule the message delivery later.

    

Sending Adhoc Push Notifications to Segments

The section describes how to configure push notifications to be sent to the segments (groups of subscribers).

1. Select User From: Select the option as Segment in the Define Message screen. The Select Users list-view appears.

   

2. Click the Select a Segment drop-down list below the Select Users list-view to select the required segments.

   

3. The selected segment with associated users appears in the list-view.

   

4. Click Next Define Message to continue. The Define Message screen appears.

   

5. In the Message section, enter the Title and Message for the push notification to be sent. Choose Now on the Adhoc Information page to send the push message immediately. Click Send.

6. To schedule a later message delivery, choose the Later option. 

7. Select the Start Date and Time and Expiry Date and Time. Click Schedule Notification to schedule the message delivery later.

   

Sending Adhoc Email Notifications

The Email Message feature helps you to configure and send email messages based on the preferences and personalization attributes for the targeted users or segments.

Sending Adhoc Email Notifications to Users

1. From the Engagement section, click Adhoc from the left panel. The Adhoc screen appears with three tabs: Adhoc Information, Select Users, and Define Message. By default, the Adhoc Information tab is set to active.

2. Select Channel: Select the Email Message channel from the drop-down list.

   

3. Click Next- Select Users to continue. The Select Users screen tab becomes active. The Select Users screen displays all the users in the list-view. By default the To option is set to Users.

   

4. In the User Information section, choose Users or Segments in the TO, CC and BCC sections of the email. Choose a user or users to send email notifications.

   

5. Click Next -Define Message to continue. The Define Message tab becomes active.

   

6. Type the Sender Name, Sender Email information in the corresponding fields at the end of Defining Message Target section.

   Note: Choose the Send to Me option if the sender needs to be copied on the email. Choose Send Copy to Others option, if a copy of the email needs to be sent to multiple email addresses.

   

7. In the Message section, compose a new email message along with the email subject as shown below. Use the Rich Text Editor at the top of Message text to customize the email text.

   

8. Click the View API Payload button to view the API payload.

9. Click Send to continue.
10. To schedule the message for a later delivery, choose the Later option on the Adhoc Information screen . 

11. Select the Start Date and Time and Expiry Date and Time. Click the Schedule Notification to reschedule the message delivery.

    

Sending Adhoc Email Notifications to Segments

The steps involved to send the adhoc email notifications are similar to sending adhoc push notifications to segments.

Sending Adhoc SMS Notifications

The SMS message feature helps you to configure and send SMS messages based on the preferences and personalization attributes for the targeted users or segments.

1. From the Engagement section, click Adhoc from the left panel. The Adhoc screen appears with the tabs: Adhoc Information, Select Users and Define Message. By default, the Adhoc Information tab is set to active.

2. Select Channel: Select the SMS Message channel from the drop-down list.

   

3. Click Next- Select Users to continue. The Select Users tab becomes active. The Select Users screen displays all the users in the list-view. By default, the To option is set to Users.

   

4. Select the user to send the text message from the list-view.

5. Click Next - Define Message to continue. The Define Message tab becomes active.

6. In the Message section, select the personalization attributes from the drop-down list and enter the SMS message in the Message Box.

   

7. You can also use the SMS template to create a new SMS message. Select the SMS template from the drop-down list to create a new SMS message.

   

8. Click the View API Payload button to view the API payload.

9. Click Send to continue.
10. If you want to schedule the message delivery at a later day and time, choose the Later option on the Adhoc Information screen.

11. Select the Start Date and Time and Expiry Date and Time. Click Schedule Notification to schedule message delivery at a later date.