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Your 6 Step Checklist for Optimized Engagement.

Start your sustainable app journey.

Levelling up your marketing strategy is no easy feat. It requires your teams to continuously adapt, and pivot based on an evolving customer profile. This dynamic approach connects multiple data sources to create fluid customer segments.  

CRM Tools.

In 2024, a CRM tool isn’t just nice to have—it’s essential for crafting a marketing strategy that lasts. It’s your best bet for reaching out to your user base in a way that’s both personal and on-point. 

That’s why it’s super important to not just pick a robust CRM tool, but to also set it up right. Doing so maximizes the value of your data across all areas and makes sure you’re getting the most out of your CRM platform. 

But gathering and organizing your data is just the start. The real magic happens when you feed that data back into your product, acquisition, and CRM strategies. This approach is key to building an engaged customer base and achieving profitable, sustainable growth. 

Step one is making sure your CRM platform is not only up to the task but also set up correctly to hit the ground running. 

With that in mind, I’ve put together a 6-step checklist to help your company build a strong foundation for better engagement with your users. 

Step One

Audit your CRM goals and requirement: Determine the primary objectives for your CRM platform, such as improving sign-ups and consolidating CRM efforts.  

Step Two

Develop a clear set of use cases and journeys: Identify specific use cases, e.g. win-back canvas, and organize your lifecycle marketing efforts within Braze to streamline data and journey management.   

Step Three 

Organise your data for personalisation and segmentation: Determine the events and attributes necessary for triggering, segmenting, personalizing and measuring your journeys.    

Step Four

Prepare for deliverability: Set up technical requirements for email deliverability, such as DNS records and IP warm-up, while also ensuring proper consent management processes.   

Step Five

Integrate omni-channel communications: To enhance the strategy, expand the channel pool and tailor channel communications based on customer preferences. Introducing a platform that’s able to handle omnichannel also streamlines the data, reduces manual labour, and minimises the risk of mistakes as all data is stored in the same CRM tool. 

Step Six

Focus on personalisation and data utilisation: Personalize content and engagement channels for every user by leveraging zero-party data and acquisition data from tools like AppsFlyer to inform messaging.   

Nexts Steps.

Understanding your user’s behaviour within your app is crucial for accurate segmentation and personalized messaging. Marketers must also identify the next best interaction with customers to enhance engagement and retention.   

Although the optimal path varies depending on the app and audience, one universal truth remains: customer-centricity is essential. Whether it's through perfectly timed push notifications or a multi-channel approach to building brand trust, the key to success lies in delivering real-time, integrated, and personalized experiences. 

Mastering this personalization at scale enables marketers to gain insights, outperform competitors, and maintain a relentless focus on customer engagement and retention.  

If you’d like to find out about how your company can achieve sustainable app growth and more download our free eBook: Download now.