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Bottom-Sheet Nudge with CleverTap

This guide walks you through creating a bottom-sheet Nudge in the Digia Engage Dashboard, connecting it to CleverTap, and testing it on a device. By the end, you should have:

  • a bottom-sheet Nudge designed and active in Digia Engage
  • a CleverTap In-App campaign that points to that Digia campaign
  • a test device where you can trigger and verify the experience

A Nudge is an overlay shown above the app screen. Use a bottom sheet when you want the message to feel contextual and lightweight, such as:

  • a limited-time offer after a product is added to cart
  • a feature announcement on app launch
  • a reminder to complete setup
  • a rating or feedback prompt
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Prefer a quick visual walkthrough first? Watch Creating Native Nudge Campaigns Without App Releases.

Before You Start

Make sure you have:

  • Access to the correct Digia Engage project.
  • Access to the matching CleverTap project.
  • Your app must already be integrated with Digia Engage and CleverTap. Share the CleverTap developer integration guide with your app team if this setup is not complete yet.
  • The audience and trigger event decided in CleverTap, for example Product Added To Cart.
  • If you plan to target specific app screens, review usable pages in Component Registry.
  • Any content ready: headline, body copy, image URL, CTA text, deep link, coupon code, or offer details.
  • A test profile or test segment in CleverTap so you can verify the campaign before launch.

If you plan to personalize the Nudge, decide the variables before you build. For example, a campaign might use:

VariableExample valueUsed for
couponSAVE20Button copy or offer copy
first_nameAaravPersonalized greeting
expiry_time4 PMUrgency text

Create a New Campaign

Go to Campaigns and choose New Campaign.

Use a name that your team can recognize later, such as:

Cart Offer Bottom Sheet - July

On the Basics step, enter the campaign name, select Nudge, and choose your builder (Canvas or Classic). Digia creates a campaign key from the name. You will use this key in CleverTap later.

Digia Engage campaign Basics step with campaign name, Nudge type, and builder selection highlightedDigia Engage campaign Basics step with campaign name, Nudge type, and builder selection highlighted
Select Nudge as the campaign type before continuing.

Add Variables, If Needed

The Setup step lets you start from a template or build from scratch, configure target screens, and declare variables that the UI will use.

Digia Engage Setup step showing campaign starting point, template selection, target screens, and variablesDigia Engage Setup step showing campaign starting point, template selection, target screens, and variables
Choose a template or start from scratch, and configure target screens and variables in Setup.

If your Nudge uses dynamic values, add them on this step before you design the UI.

Examples:

In the Nudge copyVariable name
Use {{coupon}} at checkoutcoupon
Offer ends at {{expiry_time}}expiry_time
Hi {{first_name}}, this is for youfirst_name

Variables are optional. If every piece of text is fixed, you can skip this part.

Digia Engage Setup step with campaign variables and fallback valuesDigia Engage Setup step with campaign variables and fallback values
Add only the variables your Nudge UI will use, along with fallback values.

Design the Nudge

Use the visual builder to add and edit the content.

The builder has three main areas:

  • The left panel lists the layers in the Nudge.
  • The middle panel shows the live mobile preview.
  • The right panel shows the attributes for whichever layer is selected.

A simple campaign might use this structure:

LayerExample
ImageProduct, offer, or brand visual
TextGet 20% off your next order
TextUse {{coupon}} before midnight.
ButtonShop now
Button or close iconMaybe later

Supported widgets include images, text, buttons, layout groups, gaps, and close actions. Keep the bottom sheet focused on one message and one primary action. Use short headline/body copy, preview the design on the smallest device size your campaign supports, and make sure text does not clip before you continue.

For the primary CTA, choose the tap behavior, such as opening a deep link, opening a URL, copying a code, or closing the sheet.

Digia Engage Nudge builder with layer selection, preview, properties, and continue highlightedDigia Engage Nudge builder with layer selection, preview, properties, and continue highlighted
Select elements, check the mobile preview, adjust properties, and continue when the Nudge design is ready.
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Once the Nudge UI is saved, use Live Testing Campaigns to send it to a connected debug device and check the experience before moving into delivery, review, and CleverTap setup.

Set Delivery Rules in Digia

On the Delivery step, choose how often Digia is allowed to show this Nudge to the same user.

Common choices:

Frequency capWhen to use it
Once everOne-time announcements, onboarding messages, feature discovery
Once per sessionCart, checkout, or browsing prompts
Once per dayDaily offers or reminders
N times then stopRepeated reminders that should eventually stop

CleverTap controls who qualifies and when the trigger happens. Digia's frequency cap controls whether the Nudge should still render after CleverTap fires.

For example, CleverTap may fire every time a user adds a product to cart, but Digia can still limit the Nudge to once per session.

Digia Engage Delivery step with frequency controls highlightedDigia Engage Delivery step with frequency controls highlighted
Choose the frequency cap that matches how often the Nudge should render for the same user.

Review, Activate, and Copy CleverTap Config

On the Review step, check:

  • The campaign name is correct.
  • The campaign type is Nudge.
  • The surface is a bottom sheet.
  • The content and CTA are ready.
  • The frequency cap matches your campaign plan.

Review the campaign settings and check the mobile preview before continuing.

Digia Engage Review step with campaign overview and mobile previewDigia Engage Review step with campaign overview and mobile preview
Review the Digia setup and preview the bottom sheet before continuing.

In the Integration details section, select the CleverTap tab. Copy the campaign key and variables config to paste into the CleverTap DigiaTemplate. When you are ready, choose Save & exit or Activate. Nothing shows to your users until the CleverTap campaign is configured and live.

Digia Engage Review step with CleverTap integration details, campaign key, and activation controlsDigia Engage Review step with CleverTap integration details, campaign key, and activation controls
Copy the campaign key and variables config from the CleverTap integration details tab.

Create the CleverTap In-App Campaign

Now switch to CleverTap. This is where you decide who should see the Nudge and when it should appear.

Create an In-App campaign. Configure the audience, trigger, schedule, and priority as you normally would in CleverTap. For the first test, keep the audience narrow so only your test users qualify.

CleverTap In-App campaign setup screen with Single Message selected
Create a Single Message In-App campaign and go to the editor.

In CleverTap's What section, keep the message type set to Single Message and select Go To Editor. In the editor, switch to Custom Code Templates and choose DigiaTemplate.

CleverTap template picker showing available In-App templates
Use the template picker to move from the default templates to custom code templates.
CleverTap Custom Code Templates tab showing DigiaTemplate
Select DigiaTemplate.
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If you do not see DigiaTemplate, your developer team has not completed the one-time CleverTap template setup. Share the CleverTap developer integration guide with them before continuing.

In the CleverTap campaign message/template step, set the Digia campaign key.

Add:

FieldValue
digia_campaign_keyThe campaign key copied from Digia

If your Digia campaign uses variables, also pass them from CleverTap.

Use the variables config copied from Digia as the starting point. Replace the sample profile paths only if your CleverTap project stores these values under different user properties.

{
"coupon": "{{Profile.coupon | default:'SAVE20'}}",
"first_name": "{{Profile.first_name | default:'Aarav'}}",
"expiry_time": "{{Profile.expiry_time | default:'4 PM'}}"
}
CleverTap DigiaTemplate with campaign key and variables filled
Paste the campaign key and variables config copied from Digia.

Test the Campaign End to End

Before launching to a real audience, test the full path from CleverTap trigger to Digia render:

  1. Use a test audience in CleverTap.
  2. Activate or preview the CleverTap campaign for that test audience.
  3. Trigger the event from a test device.
  4. Confirm the bottom sheet appears in the app.
  5. Tap the primary CTA and confirm it performs the expected action.
  6. Dismiss the Nudge and confirm the frequency cap behaves as expected.
CleverTap Preview and Test modal for an In-App campaign
Use Preview & Test with a test profile or device token before launching.

If the campaign does not appear, check:

What to checkWhy it matters
The Digia campaign is activeDraft campaigns will not render for users
digia_campaign_key matches exactlyThe key is case-sensitive
The user qualifies in CleverTapCleverTap owns audience and trigger rules
The trigger event firedCleverTap only sends the campaign after its trigger
Frequency cap has not already been reachedDigia may suppress repeat renders
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CleverTap can sometimes take up to an hour to start delivering a new campaign. If the campaign still does not appear after that, reach out to Digia support.

Launch Checklist

Before going live, confirm:

  • Digia campaign is active.
  • CleverTap campaign uses DigiaTemplate.
  • digia_campaign_key matches the Digia campaign key.
  • Variables are valid JSON, if used.
  • Audience and trigger rules are correct in CleverTap.
  • Frequency cap is set in Digia.
  • The campaign was tested on at least one real device.

Once these are complete, schedule or activate the CleverTap campaign for the intended audience.

What to Measure

After launch, review:

MetricWhat it tells you
ImpressionsHow often the Nudge was shown
Primary CTA clicksHow many users took the main action
DismissalsHow many users closed the Nudge
Conversion event in CleverTapWhether the campaign moved the business metric

Use CleverTap for audience and conversion analysis. Use Digia campaign reporting to understand how the rendered experience performed.

Recap

  1. Create a Nudge campaign in Digia.
  2. Add any variables used in the UI.
  3. Design the bottom sheet and set delivery rules.
  4. Create a CleverTap In-App campaign using DigiaTemplate.
  5. Paste the campaign key as digia_campaign_key.
  6. Paste the variables config only if your Digia content uses variables.
  7. Test on a real device.
  8. Launch from CleverTap.

For the technical mapping between Digia and CleverTap, see How Digia Maps to CleverTap Campaigns.