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Send in-apps via Customer Journey

This guide walks you through sending an in-app message via Customer Journey.

Create a journey and add elements

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  1. Go to Customer Journey Builder → Create Campaign.

  2. Drag Entry, In-App, and Exit onto the canvas and connect them in that order.

Configure entry and audience

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You must configure the Entry element; otherwise, the in-app message will not be delivered.

Trigger-based entry

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Show the in-app when a user performs a specific action (for example, lands on a pricing screen). Use default triggers and events or create your own.

Learn more about trigger-based entry.

Example: show an in-app with a discount only to iOS users by adding a platform filter.

Audience-based entry

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Start the journey for a segment of users (for example, your entire user base). Create a segment from tags and/or events or use pre-built segments.

Learn more about audience-based entry.

Configure scheduling (optional)

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With Audience-based Entry, users enter the journey once when it is activated. You can schedule the launch by time, date, or repeat interval instead.

Screenshot showing scheduled launch configuration with date, time, and repeat interval options

Configure the in-app element

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  1. Click the In-App element → Media Source. Select a template (newest first) and click Apply.
  2. Set In-app expiration (number of days the message is available). For example, set 7 days if the offer expires in a week.
Screenshot of In-app element panel with Media Source, template selection, and In-app expiration field
  1. Choose the message type:
  • Marketing message: Respects subscription preferences, opt-outs, and frequency capping. Not sent to global control group users.
  • Transactional message: Sent to all users regardless of subscription status. Delivered to control group users.

Learn more about the difference between marketing and transactional messages.

  1. Configure frequency capping. Learn more.
Screenshot of In-app element frequency capping options: Use Global, Ignore, or Use custom frequency capping
  1. Click Apply to save the settings.

Validate and launch the journey

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  1. Finish configuring the journey and run the pre-launch check to validate the journey.
  2. Click Launch campaign (top-right) to send the in-app message to users.
Screenshot showing the completed journey canvas with Launch campaign button highlighted