The customer journey is a long and winding oneâand there are thousands of touchpoints your users can make before they turn into a loyal customer. When it comes to conversion, getting a userâs email address is only half the battle. So how do you turn a hot lead into one of your biggest fans? User engagement.
Omnichannel marketing is key to engaging your usersâyou need to be delivering content and messaging that builds trust and boosts the excitement and motivation of your users.
In this article, weâll be sharing everything you need to know to overhaul your user engagement strategy this year, including:
- The importance of user engagement
- The channels you need to be using for user engagement
- Different user engagement strategies
- The tools you can use to succeed
What is user engagement all about?
User engagement is all about how valuable your users find your product. Itâs a harder one to measure, but you can prioritize certain metrics to see how well your strategies are working.
User engagement metrics can vary widely depending on the industry youâre in. For example, if youâre a SaaS company, itâs likely that your engagement metrics will be tied to monthly usage of your platform, or how many users are invited to your account. But if youâre an online publication, your metrics will be more likely tied to pages viewed or social sharesâengagement metrics that show your readers enjoyed consuming your content. First, you need to understand what your key metrics areâthen work on making them the best they can be.
Why do you need to focus on user engagement?
Brands that focus on their user engagement reap the benefits. It's that simple.
Engaged customers have a direct correlation with business profitability. Companies that prioritize user engagement bring in five to seven times more revenue than their competitors who put engagement on the back burner. User engagement also breeds loyal customers who are five times more likely to purchase again with a user-centric companyâand loyal customers are five times cheaper to retain than bringing in a new customer.Â
Looking for more user engagement data? Check out our webinar "From First Action to Loyal Customer" with Chris and Kirsty!
The best channels to engage users throughout their journey
Changing customer journeys need personalization to succeed. While 1% of your users might breeze through your perfectly crafted marketing funnelâthe other 99% will take a zig-zag route to conversion. A successful user engagement strategy is all about delivering the right messages, at the right time, in the right channel. Here are seven key channels to focus on.
1. Email
The classic marketing channelâitâs reliable and versatile. Your users can receive communications from you wherever they are and deliverability is guaranteed (unless they gave you a fake email address đ˘). On the other hand, weâre bombarded with hundreds of emails a week, and your communications can get lost in a pile of unread messagesâthe average email open rate is 21%.Â
Tip: Use email to engage your users with blog posts, event invites, and exclusive offers. Ensure that you donât overwhelm users with countless updates by using a marketing automation tool.
2. In-app messaging
This channel is growing quickly and for a good reason. With in-app messaging, you can engage users while theyâre using your product meaning that communications are contextual and provide value at the right time. Product Tours are one of the most popular ways to engage users and show them features and content that will interest them. In a recent report, we found that the best Product Tours have a 66% completion rate, knocking email right out the ballpark.
Tip: Engage users with Product Tours that show them around your productâtheyâll reach their âaha momentâ quicker (that second where they realize how great your product is) and stick around for the long haul.

Moz uses Product Tours to inform users about key product updates and invite users to engage with their new features. (Source)
3. Website personalization
Itâs not always love at first clickâyou need to get to know your users before you can engage them effectively. Website personalization is brilliant for taking users from consideration to that âaha momentâ. Once you know who youâre speaking to, double-down on itâyou can boost your sales by 8% with basic website personalization. Letâs look at Netflix, the masters of personalization. Their user engagement strategy is all about content personalizationâshowing users recommended personalized content that will suck watchers in for hours upon hours.Â
Tip: Ask users a short series of onboarding questions to understand their needs. With this information, you can show them shopping suggestions or workflow templates that are tailored to their use cases. Then watch them come back time and time again!

Netflix learns what you like and pushes more of that content to your ârecommended feed.â The result? I just keep coming back for more drool-worthy viewing, âaha momentâ achieved. (Source)
4. Live chat
When you want help, you want it quickly, and live chat enables users to get the resources they need ASAP. Live chat has grown massively in popularity, 42% of users now say itâs their favorite way to engage with a brand. The downside to live chat is that it is time-consuming to set upâand it can go wrong very quickly when you start experimenting with automating your communications.Â
Tip: Engage with users through live chat at critical moments in the buying process. Let users know youâre always there to talk on pricing and feature pagesâyou can solve any doubts in a few minutes and keep users from falling into the arms of your competitors.
5. Social media
I canât count the times Iâve gone to a brandâs social media pages and seen a page filled with tumbleweed, or the odd post from 2017âit really makes you reconsider how trustworthy they are as a business. Companies who neglect their social platforms are missing out on a huge customer engagement channel. Now, weâre all aware that organic social channels donât have as much reach as they did a few years ago, Facebook posts have an average reach of 5.2%, but social media is still an excellent way to keep users up-to-date and entertainedâa few memes go a long way too.
Tip: Show some personality in your social media presence while ensuring that you set the right tone for each channel. LinkedIn is best for sharing long-form posts and events, while Instagram often works better for showing your fun side or giving a sneak-peek into the company culture. Social is a strong channel that is often kept on the backburner in a content marketing strategy.

Think that social media isnât for SaaS? Think again, Grammarly has racked up over 250,000 grammar-loving followers. Find your niche, and run with it.
6. Customer calls
âBut nobody picks up their phone!â you exclaim. While we could blame millennials for this, since 75% of them will avoid a phone call at all costs to save time (myself included), we can also see this as an opportunity. A customer call doesnât need to be cold or âsalesyâ in the traditional sense. Engaging with customers over Zoom or other video platforms at a pre-arranged time is a great way to understand their requirements for using your product. Plus, itâs a way of putting a face to a name and it shows users that youâre always there for them, building empathy and trust.
Tip: Always allow users to book a time with your teamâwhether itâs for a sales call or for extra support. You can also repurpose these calls and create a Help Center that is filled with on-demand viewing.
7. Direct mail
Finally, one of my favorite user engagement channels is the oldest. Sending your most valued users direct mail is a guaranteed way to engage with them. Stand out from the rest of the mail by mailing users exclusive offers packed with a gift from your business. This shows that youâre going above and beyond to delight them, and will be sure to generate buzz on other channels too and boost your word-of-mouth referrals.
Tip: Direct mail is expensiveâso take your time in crafting the perfect arrival. Thereâs no room in the mailbox for generic flyers, think unique company merch, or handwritten cards on special occasions.Â

At Chameleon, we love sending users little gifts to put a smile on their faces!
User engagement strategies for conversion optimization
User engagement channels? â
Now itâs time to strategizeâdifferent goals need different channels. Itâs like a candy store pick and mix for marketing. Here are our sweet recipes for boosting revenue and conversions with user engagement strategies.
User engagement in the activation stage
Assemble your user engagement channels to get users from signup to âahaâ:
- Email: Make an entrance with a series of welcome messages that nudge users to key features that will drive adoption.
- In-app messaging: Roll out the red carpet for your visitors with a Product Tour. Show users around your platform and direct them to customersâ favorite features.
- Live chat: Let your users know that youâre always there to helpâsuggest Help Center articles and allow users to book a call for any additional questions they might have.
User engagement in the revenue stage
Your users understand why your product or service is so great and theyâve found a use for it. But how do you turn them into a paying customer? With a sprinkle of these channels of course:
- In-app messaging: Highlight paid features in your product and explain the benefits that come with them with a modal message (like Mixpanel does below)âyou could even offer a free X-day trial of premium features to show, not tell.
- Customer calls: Let users know that youâre always there for a demo call to show them what they could do if they leveled-up to a paid plan.Â
- Social media: This is a great chance to run paid retargeting ads that highlight your premium features.
- Email: Case studies fit in perfectly hereâyou can show free or freemium users stories about your top-performing customers on your paid plans.

Allow users to engage with premium features and explain the benefits that come with advanced plans, as Mixpanel does with their âFlowsâ feature.
User engagement in the retention stage
What is conversion without retention? If you donât focus on your paid customers too, youâll face a low LTV (lifetime value) and will be throwing acquisition spend into a leaky bucket. Keep customers around for longer with these user engagement strategies:
- Website personalization: Continue to show customers relevant content that encourages them to make your product or service a habit.
- Social media: Keep your networks fresh and updated so that your top-notch content finds its way into their feeds.
- Live chat: Ensure that door of communication is always openâautomate messages to appear after a certain time on selected pages to proactively solve any issues.
Tools to make your user engagement more human
The truth is that a large chunk of your user engagement will be automatedâand thatâs okay! Make sure that your automation doesnât get carried away and that your users always have a point of contact with a human by using these user engagement tools. Here's what I'd recommend:
- Unstack for website personalization and beautiful LPs.
- Chameleon for in-app messaging that makes user onboarding delightful.
- Demio for customer calls and on-demand webinars.
- ActiveCampaign for managing your marketing automation.
- Drift for providing a live chat experience.
- Mixpanel for understanding your user engagement metrics.
Now go forth and get picking your user engagement candies!
About the author
Kirsty is leading up the marketing department at Chameleon and is passionate about user onboarding and product-led growth. Based in Barcelona, for the last four years, sheâs been working in SaaS startups and enjoys hiking in the hills and scuba diving.