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Create operation tasks

Last updated 06/25/2026

Entry: Go to Engage > Operation Tasks > Create task > Select the Channel Type to open the operation task editing page.

A complete operation task consists of the following parts, created in this order:

Channel Settings: After you configure and turn on the channel in Channel Settings, select the channel and create the operation task

Basics: Enter the operation task name, group, and task description

Push Timing: Multiple push types are supported, including Scheduled - One-time, Scheduled - Recurring (daily, weekly, or monthly), and Manual, and triggered (server-side triggered and client-side triggered)

Audience: Supports custom audiences (cohorts defined by user properties, tags, or behavior events), existing cohorts, or all users

Configuration: Decide whether to turn on A/B tests and delivery caps, and select the operation task whitelist

Message Configuration: Fill in the message content as required by the channel's content template. You can insert user properties to personalize the push content

Goal: A conversion is counted when a reached user completes the specified event behavior. Conversions are used to evaluate the effect of the operation task

Metrics: You can set metrics for performance after any reach node to help evaluate the operation effect.

Review and Release: After you finish editing the operation task, you can save it as a draft or submit it for approval. Once approved, it can be released

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