Messages are always sent to groups of people that meet criteria (or rules) that you have set up. We call these target groups Segments.

Note there is no ‘Send to All’ option. If you want to send a message to every device that has your app installed, you don’t need to use Colocator! 

However if you want to send a message to everyone who is at your event today, you can quickly build a Segment for that.  

Messages are either triggered continuously or broadcast simultaneously. 

Triggered messages are sent to each person individually as and when they meet the Segment rule(s).  

Broadcast messages are sent simultaneously to everyone who meets the Segment rule(s) at the send time

In both cases each device gets each message only once.

Segment rules are created by combining one or more Filters. A Filter is simply the lowest level rule that specifies where people are (or were) located at a particular time. A new Segment can also be created by combining pre-existing Segment(s) with additional Filters.

Step 1: Start creating a new Segment

Click on the Engage module icon (LH panel) then on 'Messages' to select the messaging interface. 

Click the [+] icon to the right of the 'Segments' in the Engage navigation panel. This will bring up the 'Create New Segment' form.

You can now build a new Segment by adding one or more Filters, and/or by combining with pre-existing Segments.

Give your new Segment a name (note this should be unique). Click on the dropdown which will govern how the Segment rules will be applied to the Filter(s) you are going to add. You can select one of: 

  • Match any of the following
  • Match all of the following
  • Match all of the following in order
  • Match # or more of the following. 

Here's more detail on how to decide which Filter combination option you should pick when creating a new Segment.

Step 2: Add a Filter location . . .

A Filter specifies one particular Region, and then has location and time options. There are 4 location options: 

  • Present: A Device has been observed at some point within the specified Region. You can also specify a minimum duration value to this (for example 20 minutes). Note this this is 20 or more continuous minutes. If you use this additional duration filter option the system will only include Devices verified as having been located in the Region for 20 minutes or more continuously and so this can dramatically effect how many Devices qualify.
  • Not Present: A Device is observed outside the specified Region. Note the different behaviour for At, Between and Now filters as detailed in the Filter Summary Table below.
  • Entered: A Device is observed entering the specified region.
  • Exited: A Device is observed exiting the specified region.

. . . and then a time option

For each location option you can apply one of four time factors: at a certain time, between a certain time, from/until a certain time or simply now.

Now:
The Device must meet the location options at the time the message is schedule to send. You can use ‘Now’ both for triggered and broadcast messages.

At:
The Device is either present or not present at the particular time specified. You can't specify entered or exited at the location for a particular moment in time.

Between: The Device must have met the location options between the start and end time (see also the Filter Summary Table below for the additional option to select a duration the Device was present).

From
: Equivalent to Between, just with no end time.

Until:
Equivalent to before an end time, i.e. Between with no start time.

Now: The Device must meet the location options at the time the message is schedule to send. You can use ‘Now’ both for triggered and broadcast messages.

Step 3 (optional): If you need a minimum duration option

For ‘Present’ and ‘Not Present’ locations using ‘Between’, ‘From’ or Until’ it’s possible to set a duration threshold, e.g. must have been present between 8am and 10pm for at least 20 minutes. This is per Visit to a Region, not cumulative. So 10 visits of 5 minutes each still doesn’t qualify for 20 minute minimum duration.

Filter Summary Table

The difference between 'present' and 'entered'.

Generally use ‘present’ or ‘not present’ unless there is a particular group you are targeting that means you need to specify when they arrived or left.

  • If you want to send a message to people as they enter a region, send the message to people ‘present’ ‘now’.
  • If you want to send a message to everyone who saw the headline act yesterday, broadcast a message to people who were ‘present’ ‘between’ ‘headliner start time’ and ‘headliner end time’
  • If you want to send a message to everyone who had arrived at the festival by 6pm today, send a message to people who were ‘present’ at the ‘festival region’ ‘between’ ‘gates opening’ and ‘6pm’
  • If you want to send a message to everyone who arrived at the festival late, broadcast a message to people who ‘entered’ the ‘festival region’ ‘after’ ‘6pm’.
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