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Leverage multi-channel engagement for expansion


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Introduction

Reaching customers through multiple engagement channels increases the effectiveness of expansion efforts. A combination of email, in-app messages, webinars, and direct outreach ensures that the right message is delivered at the right time. This article outlines how to implement multi-channel engagement to drive expansion success.


Step 1: Use In-App Engagements for Targeted Messaging

Real-time, contextual in-app prompts enhance expansion efforts.

  • Deploy in-app messages based on user behavior: Use In-App Engagements to introduce customers to premium features they haven’t used yet.

  • Trigger feature adoption nudges: Prompt customers who show partial engagement to explore additional functionalities that align with their use case.

  • Test different engagement styles: A/B test tooltips, pop-ups, and banners to identify which drive the highest conversion rates.

Step 2: Automate Email Campaigns for Scalable Expansion Outreach

Email remains a key engagement channel for expansion campaigns.

  • Create personalized email journeys: Leverage Journey Orchestrator to automate expansion email sequences.

  • Segment email recipients by behavior: Tailor outreach based on customer usage trends, survey responses, and NPS scores.

  • Use A/B testing to refine messaging: Test different subject lines, CTA placements, and content personalization to optimize conversions.

Step 3: Incorporate Webinars and One-to-Many Engagements

Live and on-demand events provide a high-value, scalable way to drive expansion.

  • Host feature adoption webinars: Educate customers on underutilized features that align with their business goals.

  • Leverage customer advocacy stories: Feature customers who have successfully expanded their product usage to inspire similar adoption.

  • Track engagement and follow up: Use attendance and engagement data to identify warm leads for one-on-one follow-ups.


What’s Next

Multi-channel engagement ensures customers receive expansion messaging across multiple touchpoints. To measure the success of these efforts, the next article will focus on tracking and optimizing expansion campaign performance.


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