In-App

This guide is specific to Batch's Mobile Engagement Platform(More on the difference between Batch's CEP and MEP).

An In-App message appears right inside your app while your user is actively using it. It is a great way to communicate in the moment and in context, perfect for guiding, informing, or prompting action.

This guide will walk you through crafting a clear, impactful In-App message. Let’s get started! 🚀✨

Prerequisite: Create a theme

Before launching your first In-App automation, you will need to create a theme.

To do so: go to Settings → Themes → Create your first theme:

You can choose between five formats:

• Fullscreen

• Banner

• Modal

• Image

• WebView

Customize your theme

Themes are fully customizable, including:

• Background and text colors

• Header, title, and image

• Number of CTAs

• Overall layout and appearance

Once your theme is ready, you will be able to select it from the dropdown menu during the "Message" step when setting up your campaign. (See: In-App - Part 4 - Editing Your In-App Campaign Message)

Create your In-App automation

Now that your theme is ready, go to Automations > iOS or Android > Create a New Campaign:

Name your In-app automation and set up targeting

Just like with a push campaign or automation, you can define the audience targeting conditions.

If you’re using dynamic targeting (e.g., opt-in status), enable "Re-evaluation just before display" to ensure the SDK recalculates the audience in real time before the message is shown.

Set the trigger action

This is the user action that will cause the message to be displayed:

• Choose from any tagged and tracked event collected by the Batch SDK

• You can also set:

  • Priority: if multiple campaigns use the same trigger, set which one takes precedence.

  • Capping (optional): limit how many times a user can see this message.

  • Grace Period (optional): define a minimum delay between two displays of the same campaign.

  • Start/End Date: schedule your campaign’s availability window with start and end times.

Customize the message and CTA behavior

Now it’s time to craft your message 🌟

Select a theme for your In-App message using the dropdown menu:

Fill in the content for your campaign: title, body text, visuals, etc.

Define the behavior of your Call-to-Action (CTA):

• Choose what the CTA should do:

  • Redirect to a URL or screen

  • Trigger a smart re-opt-in

  • Copy something to the clipboard

  • Open the rating popup

  • …and more

You can also attach secondary actions to the CTA, such as:

• Tracking an event

• Adding or removing a tag

These secondary actions can later be used in audience segmentation or as future triggers.

And that is it! With these steps, you are ready to launch personalized, real-time In-app automations that engage users exactly where they are: inside your app ✨