Quick Start

Prerequisites

The following authorizations are required to use the system functions normally.

• You must integrate with the Whale console to use the rules in Audience Profiles for creating user segments.
• You must use Whale’s white-label App product and complete the delivery configuration before you can reach users via Banner, Pop-up, or Push channels.
• You must complete the delivery configuration of the messaging service before you can reach users via SMS or Email channels.

Operational Plans

How to create a Scheduled — One-Time Plan

Applicable Scenarios

• Scenario Description: Targeted re-engagement of users who have lapsed from trading
• Target Audience: Users with account assets less than USD 200 and with more than five historical transactions
• Operational Strategy: Issue task tokens to the target audience, configure an exclusive redemption activity, and notify users by email
• Performance Evaluation: After the plan goes live, track the target audience’s App launches, redemption activity, and deposit transactions

Instructions

Step 1: Select Create Plan

Menu Path: Delivery System > Operational Plans

Click “Create Plan” in the top-right corner and set the plan name (e.g., December Return Reward Campaign)

Step 2: Set Trigger Conditions

Configure the conditions as follows: select the plan type as Scheduled — One-Time, set the plan to trigger at 14:00 on 2022-12-29 to reach the target users

Step 3: Select Target Users

Account total assets less than USD 200 and cumulative transaction count greater than five

Step 4: Configure Reach Rules

Send users an email introducing the App’s new version upgrade

Step 5: Set Reach Goals

Users should launch the App within one day after receiving the email

How to create a Scheduled — Recurring Plan

Applicable Scenarios

Scenario Description: Regularly push invitation campaigns to account holders

Target Audience: Account holders who are active

Operational Strategy: Use the invitation offer as an incentive to reinforce account holders’ awareness of referrals; invite friends to open accounts to receive rewards

Performance Evaluation: H5 pageviews of the invitation campaign and the target audience’s referral account openings

Instructions

Step 1: Select Create Plan

🎁

⚓ Menu Path: Delivery System > Operational Plans

Click “Create Plan” in the top-right corner and set the plan name (e.g., Regular Invitation to Open Account Campaign)

Step 2: Set Trigger Conditions

Configure the conditions as follows: select the plan type as Scheduled — Recurring, set the start and end dates from 2023-01-01 to 2023-01-31, set the reach time to 12:30 every Monday and Friday, and set the frequency limit so that the same user receives at most one invitation within any five-day period

Step 3: Select Target Users

Configure the conditions as follows: account holders whose most recent App launch occurred between 2022-12-01 and 2023-01-31

Step 4: Configure Reach Rules

Send the invitation campaign to users via SMS

Step 5: Set Reach Goals

Users should view the invitation campaign page within four hours after receiving the message

How to create an Acquisition-Type — API Plan

Applicable Scenarios

• Scenario Description: Pre-launch promotion for initial subscription
• Target Audience: All users
• Operational Strategy: Use App pop-ups as strong reminders to guide users to participate in the subscription
• Performance Evaluation: Track the pop-up open rate among the target audience

Instructions

Step 1: Select Create Plan

🎁

⚓ Menu Path: Delivery System > Operational Plans

Click “Create Plan” in the top-right corner and set the plan name (e.g., Vietnam Concept ETF Subscription Preheat)

Step 2: Set Trigger Conditions

Configure the conditions as follows: select the plan type as Acquisition-Type — API

Step 3: Select Target Users

Configure the conditions as follows: All users

Step 4: Configure Reach Rules

Reach users via pop-ups

Step 5: Set Reach Goals

After receiving the pop-up, users should open it within five minutes; the pop-up name should be 南方东英越南 30

How to create a Triggered — Completion A Plan

Applicable Scenarios

• Scenario Description: Continuously reach or guide new users within 12 days of registration
• Target Audience: Newly registered users
• Operational Strategy: Combine multiple reach channels to deliver different types of content at various time points after user registration
• Performance Evaluation: Track target audience conversions and retention

Instructions

Configure multiple trigger-type plans to deliver content to users from 1 hour to 12 days after registration

Using the example of guiding users to follow stocks 4 days after registration:

Step 1: Select Create Plan

🎁

⚓ Menu Path: Delivery System > Operational Plans

Click “Create Plan” in the top-right corner and set the plan name (e.g., Registration Day 4 — Stock Follow Guidance)

Step 2: Set Trigger Conditions

Configure the conditions as follows: select the plan type as Triggered — Completion A, set the trigger event to registration success, set a 4-day delay before reaching users, set the start and end dates from 2023-01-01 to 2023-06-30, and set the participation count to 1

Step 3: Select Target Users

Users who registered between 2023-01-01 and 2023-06-30

Step 4: Configure Reach Rules

Reach users via Push

Step 5: Set Reach Goals

After receiving the Push, users should click the Push within five minutes; the Push title to be clicked is: “Follow the Clues to Find More Great Stocks”

Audience Profiles

How to create user segments?

The Delivery System supports creating user segments via two methods: rule-based creation and import-based creation. Choose according to your needs.

Rule-Based User Segmentation

Create segments by setting rules based on user attributes and user behaviors. You may choose to:

1. Use only user attributes
2. Use only user behaviors
3. Use both user attributes and user behaviors

Result Update Note: Saved segments are recalculated using the segment rules each time they are requested to obtain the latest data.

Import-Based User Segmentation

Create segments by importing a list of specified ids. The system matches the imported ids; successfully matched ids are saved in the segment results. The imported id must be a unique user identifier: member_id.

Reach Channels

How to create an App Banner?

The following are the sequential steps to create an App Banner:

• Select the Banner type: e.g., create a Banner positioned on the market home page
• Set the Banner order: when multiple banners are configured for the same position, they rotate in ascending numerical order
• Set the Banner name: used to distinguish banners and serve as a business identifier
• Set the Banner image: two upload options are available—cropped or standard upload; choose as needed
• Set the Banner redirect link: usually configure using an H5 link generated by Pagehub, or use an in‑app H5 page link
• Set the Banner active period: the period during which the banner is effective; it will be displayed during the set period and will no longer be shown after expiration
• Set Banner visibility: “Visible to all users” means all app users can see the banner; “Visible in Delivery System” means only the target audience configured in the plan can see it

How to create an App Pop-up?

The following are the sequential steps to create an App pop-up:

• Pop-up Name: the identifier for the pop-up
• Pop-up Type: header image or full image; header image means the pop-up’s title, description, confirm button, etc., will use the edited information, while full image means the background image is used entirely as the pop-up’s display content
• Pop-up Title: displayed as the title in the App
• Pop-up Description: displayed as the description in the App
• Background Image: the background image displayed when the pop-up appears
• Confirm Button: the label for the button that triggers the pop-up action
• Confirm Button URL: the expected destination after clicking the confirm button
• Frequency Limit: the number of times the same user may receive the same pop-up
• Active Period: the time period during which the pop-up is effective
• Display Time: within the daily 00:00 to 24:00 range, specify the time period during which the pop-up should be shown
• Pop-up Platform: select whether to display on both platforms or only on a single platform
• Visibility Status: selecting “Visible in Delivery System” means only the target audience configured in the plan can see the pop-up; “Visible to all users” means the pop-up is visible to all app users

How to create an App Push Notification?

The Delivery System’s trigger configuration provides a customizable Push template feature, allowing content to be configured directly when setting up a plan.

The following are the sequential steps to create an App Push notification:

• Select Push as the channel
• Set the title, content, and upload a cover image
• Select the notification action: commonly to open an activity link or navigate to a new stock subscription page; choose as needed

How to create an Email Message?

The Delivery System’s trigger configuration provides a customizable email template feature, allowing content to be configured directly when setting up a plan.

The following are the sequential steps to create an email message:

• Select Email as the channel
• Set the sender name and email subject
• Edit the email body using the rich text editor
• Add email attachments and configure the sender email address

How to create an SMS Message?

The Delivery System’s trigger configuration provides a customizable SMS template feature, allowing content to be configured directly when setting up a plan.

The following are the sequential steps to create an SMS message:

• Select SMS as the channel
• Select the SMS sending region
• Select the SMS type: the Delivery System generally uses Marketing
• Set the SMS content