Customer engagement strategy template [expert plan]

There are numerous tactics businesses use to engage website visitors and customers at different stages of their journey. Dashly implementation team tested the best of them. To help you, we collected the most popular of them into an easy-to-use constructor.

The customer engagement strategy template includes everything you need to create multi-steps engagement campaign:

• Choose one of solutions for step 1 (engagement on website): popup, chat, lead form, etc.
• Think over CTA that reflects your goal. There is a list of examples.
• Decide what value to offer: lead magnet, discount, free trial, etc.
• Choose one of solutions for step 2 (engagement out of your website): email, sms, push notification, etc.

Here are scenarios you can build with Dashly customer engagement plan template:

Use template to improve lead generation on your website

Use a template to build a 2-steps strategy of engagement your website visitors with a lead magnet. Here is a first step 👇

Find the second one in the template below.

Build customer engagement strategy that meets your company goals with a free template

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Build customer engagement strategy to nurture leads

There is a combination of tools and values to nurture leads on different channels as well. Here is a first step options to guide you👇

Find the second one in the template below.

Build customer engagement strategy that meets your company goals with a free template

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Re-engage inactive users

Engagement of inactive users requires well-thought plan as well. Based on scenarios of Dashly clients we collected list of 2-step customer communication campaign options. Here is a list of on website activities to guide you👇

Find the second one for out of website engagement in the template below.

Build customer engagement strategy that meets your company goals

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Use it to build a customer engagement strategy that meets your company goals and budget. It includes examples of the marketing goals, tools, and marketing copy you can use or add yours!

How to use a constructor

1. Open the template and go to the File section to make its copy.
2. Define the funnel step to work with.
3. Follow the step (horizontal) and choose one of options or add yours.
4. Create a new row below the chosen scenario to copy there your choice.
5. Your customer engagement strategy structure is ready 🎉

FAQ

What is a customer engagement strategy template?

A1: A customer engagement strategy template is a structured guideline that aids businesses in planning and implementing a comprehensive plan to enhance interactions with their customers, encouraging customer loyalty, satisfaction, and retention.

What elements are included in a customer engagement strategy plan?

A2: Key elements usually include defining customer engagement for your brand, understanding your audience, selecting appropriate engagement channels, and implementing, testing, and refining your strategy based on data.

How to accurately define customer engagement kpis for your brand in this template?

A3: This involves understanding how you want customers to interact with your brand, setting clear interaction objectives, and defining metrics to measure engagement levels.

How can you use this template slides to plan your customers’ engagement?

A4: The template guides you to conduct surveys, analyze customer data, develop customer personas, and track customer behavior to better understand your audience’s needs and preferences.

How can this template be used to focus on suitable engagement channels?

A5: It can guide you in choosing channels like social media, email marketing, and live chat based on your customers’ preferences, your business type, and the kind of engagement you aim to foster.