Mandatory upgrade

Mandatory upgrade is a notification which is displayed when an  upgrade in your app is needed. Synerise lets you check what version of the app your users currently have. For those who have an older version, you can automatically show the mandatory upgrade.

You can use this solution to inform customers about:

  • New versions of your app,
  • Changes in the application,
  • Mandatory upgrade for users who have an old version.

Create mandatory upgrade

In order to activate Mandatory upgrade messages, go to Communication > Mobile.

Screenshot from the Synerise module presenting how to prepare mandatory upgrade

  1. Click the Create new button in the upper right corner of the screen,
  2. Choose Mandatory Upgrade from the list,
  3. Add the name of your message along with a description.

You can create a Mandatory upgrade by filling in these 5 sections:

  • Choose Mobile message type,
  • Choose the Device type,
  • Choose the Audience,
  • Create the Content,
  • Set up the Schedule.

Mobile message type

Screenshot from the Synerise presenting mobile message type

Choose the type of your message. If you want to change the type, you can do it by  choosing Change button.

Device type

Screenshot from the Synerise presenting device type for mandatory upgrade

In this section you can decide in which type of devices your message will be displayed. There are three options:

  1. All types of devices,
  2. iOS only,
  3. Android only.


Screenshot from the Synerise presenting Audience for mandatory upgrade

In this section you can choose the target of your message by selecting one of three options:

  1. Everyone - Everyone who gave marketing consent will receive your message. The estimated reach takes into account the number of customers who have given marketing consent to this type of communication (this means that in the case of communication such as mobile push, the estimated reach may be higher than the number of customers who have your mobile application).
  2. Segment - You can send the message to one or more existing segments in the system.
  3. New Audience - Create new segments and specify the conditions which the target must meet.
  4. Advanced options - You can use these additional options for your message.
    Advanced options - explanation

    • Batch delivery - You can use this option to prevent sending the message to all recipients at once. When to use it? When there is a risk that sending all of messages at once will result in excessive traffic in your application/website or the target audience is so large that the messaging provider might not be able to process all messages at once.
    • Enable control group - You can use this option to create a subgroup of the recipients who won’t receive any communication variant. When to use it? When you send one or several variants of a communication (A/B/x testing). When a customer is assigned to a control group, the information is available in their Profiles card as an event.
    • Include audience changes - You can use this option only for scheduled communication. It recalculates the number of recipients right before sending the communication. By default, the size of the customer segment chosen for the communication is the same as in the moment of sending, even if the number of customers in the chosen segment changed between scheduling the communication and sending it. When to use it? When the size of the segments of customers selected as the audience of the communication can change dynamically.
    • Ignore limits - You can use this option to send this message to a customer, even if it exceeds the global limit of this type of messages for a single customer per day (more information is available here), enable the Ignore limits toggle. You may apply it to system messages such as a transaction confirmation, notifications about order delays, and so on.

  5. To save your changes, click the Apply button below.


Screenshot from the Synerise presenting Content for mandatory upgrade

To add your template, click the Create message button. You can create your Mandatory Upgrade using the visual builder or an existing template.

Screenshot from the Synerise presenting creating Mandatory Upgrade

  1. You can choose from the template list if you have prepared one before. To do this, choose the From templates option,
  2. Next, select one from the list.
WARNING: If you have not created a folder before, you will see only the default folders created by Synerise.
Tip: If you want to save the modified template as new (instead of overwriting an existing one), rename the template and click Save as new template.

Screenshot from Synerise presenting creating Mandatory Upgrade in visual editor

To create a new Mandatory Upgrade message, you can also use the visual builder:

  1. Add the name for your project,
  2. Save this project as a new template in a selected folder,
  3. Go to the next step when your message is ready for use,
  4. You can also leave the panel by clicking the exit button,
  5. Using Insert you can add a personalized message box into your message (e.g. personalized products/coupon/link/name etc.),
  6. Choose the layout. You can choose one layout from among four types: Full screen image, Full screen image + text, Full screen color + text or Mixed content,
  7. Add content. The type of content depends on the layout chosen in the previous step. If you have chosen full screen image, you will find a box for the image URL and the background color, but in case of text you will find boxes for the header and description,
  8. Add a CTA button and edit the button text, corner radius and color,
Tip: You can monitor what your message will look like thanks to an interactive preview on the left side where you can see your changes immediately.

Screenshot from Synerise presenting how to add and edit content for Mandatory Upgrade

When your template is ready, you can additionally decide if you want to optimize your message using an A/B test.

  1. To add another version, click the plus button at the top of the content box,
  2. Add another template in the same way as before but add some changes to make this version a little bit different,
  3. You can use customer allocation and choose what percent of your customer base will get version A or B,
  4. After entering the content, save the changes with the Apply button.
  • By choosing more than one version within the A/B test, you will be able to set the size of the groups to which a given message will be sent. The control group (if you checked the “enable a control group” option in the previous step) is already excluded from the recipient database.
  • The maximum number of versions sent within one message is three with the control group.


Screenshot from Synerise module presenting how to set up a schedule for mandatory upgrades

This is where you can set the start date for your message.

  1. You can choose between two options:

    • To send your message after clicking the Send button on the upper right corner, use the Display immediately option.
    • To plan a message to be sent at a future date, use the Scheduled option. Set the start time and the time zone.

      Synerise is a system that performs the best while operating on the real time data that is why the users can plan a message 10 days forward from the current date.

      To select the best time of sending the message, take a look at the suggestion from the AI engine that calculates the best time (for all recipients). If time optimization is disabled, click here to learn more how to enable it and use it.

  2. To save the changes, click Apply.

Set up time restrictions for sending notifications

To disable sending out notifications at a specific time during the day, in the Silence Hours in the Schedule section, select one of the following options:

  • Without silence hours - Notification can be processed and sent out to the recipients at any time during the day.
  • Include silence hours - In the selected time, the notifications won’t be sent out to the recipients. The duration of silence hours can’t exceed 12 hours. If the sending process overlaps with silence hours, the unsent part of the notifications will be rejected. In such case, the push.skipped event will be generated.
    WARNING: If a notification is scheduled for sending just before silence hours (for example, silence hours start at 22:00 and sending is scheduled at 21:59:59), the notification may be processed, sent, and logged in the events a short time after the silence hours start.

Adding custom parameters

You can add up to 10 parameters which will be added to every event generated by this communication. Their values are the same for every event in the communication. You can use this, for example, to create a common parameter for events from different types of communication that belong to one marketing campaign.

The list below contains the events to which additional parameters are added:

  • push.send
  • push.notSent
  • push.capping
  • push.mismatchSenderId
  • push.invalidRegistrationId
  • push.notRegistered
  1. To define the custom event parameters, in the Additional parameters section, click Define.

  2. Click Add parameter.

  3. In the Parameter field, enter the name of the parameter.
    The following parameters cannot be sent:

    • modifiedBy
    • apiKey
    • eventUUID
    • ip
    • time
    • businessProfileId
    • correlationId
    • clientId
    • uuid
  4. In the Value field, enter the parameter value.
    The value is always sent as a string when the event’s JSON payload is generated. The maximum length of the string is 230 characters.

    WARNING: Dynamic values are not supported in the Parameter and Value fields.

  5. If you want to add more parameters, click Add parameter, and repeat steps 3-4.
    Result: the parameters will be added to all events listed above with the values you entered. This is an example event saved in the database. The custom parameter season is located in the params object:

      "action": ...
      "params": {
        "clientId": 1111111111,
        "season": "autumn",
        "campaignName": "Back to school",
        "time": 1662392318050,
        "title": "Have you prepared for coming back to school?",
        "businessProfileId": "xxx"

  6. Confirm the settings by clicking Apply.

Save and send

Screenshot from Synerise presenting how to save Mandatory Upgrade

After completing all the sections you can decide if you want to send your message now or save it for later.

  1. You can finish your message later and save it as a draft,
  2. You can send the message immediately with the Activate button.
WARNING: The Activate button will not be active until all sections described above are filled in.


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Thank you for helping improve out documentation. If you need help or have any questions, please consider contacting support.

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