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Home / Lifecycle Marketing / 4 Strategies to Master Customer Activation

4 Strategies to Master Customer Activation

August 8, 2024 By Kelly Olson

Customer Activation - Kelly Olson

Customer activation is the crucial moment when a new customer truly becomes engaged with your product or service.

 In this article, Ignite Visibility’s VP of Lifecycle and Email Marketing, Kelly Olson, will dive into the strategies and channels that can help you effectively activate your customers, turning them from casual buyers into loyal advocates.

What You’ll Learn

  • What is Customer Activation?
  • Key Strategies for Customer Activation
  • Measure Your Customer Activation Efforts
  • Tools and Platforms
  • Best Practices for Successful Customer Activation

What is Customer Activation?

Customer activation is the crucial moment when a new customer truly “gets” your product or service and starts using it regularly. 

Think of it as the bridge between making a purchase and becoming a loyal customer. The goal is to help new users discover the value you offer and encourage them to take that first important step. Whether it’s signing up for a newsletter, trying a free trial, or making a repeat purchase, activation is the engine that drives customer lifetime value.

To achieve this, you need a multi-faceted approach that leverages various channels and strategies. Let’s dive into some of the most effective ones.

My Expert Insight on Customer Activation

Getting new customers is exciting, but turning them into raving fans is the real win.

Focusing on marketing activation isn’t just about the first sale; it’s about building a long-term relationship. By understanding your customer’s journey and providing tailored experiences, you can transform casual buyers into brand ambassadors.

Action Item: Take a deep dive into your customer onboarding process. Are you setting them up for success? Are you providing the necessary information to help them get started? Small tweaks can make a big difference in customer activation.

Key Strategies for Customer Activation

Without a clear path to your product’s value, new customers can quickly lose interest. This leads to fewer paying subscribers and more people giving up on you. To keep this from happening, you need a solid customer activation plan in place.

1. Onboarding Emails and SMS

Getting new customers excited about your product or service starts with a warm welcome.Onboarding emails and SMS messages are your first chance to make a great impression. 

Crafting the perfect onboarding email or SMS isn’t rocket science, but it does require a bit of strategy:

  • Keep it concise, personalized, and valuable
  • Highlight key features, offer tips or tutorials, and set clear expectations. 

For instance, a welcome email for a new fitness app might include a quick workout plan, a discount on their first purchase, or an invitation to join a social community.

Successful onboarding campaigns often combine multiple touchpoints. A welcome email might introduce the product, followed by an SMS with a quick tip, and then an in-app message offering personalized recommendations.

Example of a welcome email introducing a new user to Virgin America
Example of a welcome email introducing a new user to Virgin America

2. In-App Messaging

In-app messaging is like having a personal assistant inside your product. It allows you to connect with customers in real-time, offering tailored recommendations, answering questions, or simply saying “hello.” Used effectively, in-app messaging can significantly boost engagement and drive conversions.   

The key to successful in-app messaging is relevance and timing. Don’t bombard users with messages. Instead, focus on providing value.

For example, a fashion app might suggest complementary items based on a recent purchase, or a productivity tool might offer a quick tip to help users stay organized.   

A popular ride-sharing app uses in-app messages to offer promotions, inform users about wait times, and provide safety tips. 

A gaming app might use in-app messages to announce new levels, challenges, or limited-time rewards. 

Example of an in-app popup message for a in-game credits
Example of an in-app popup message for a in-game credits

3. Push Notifications

Push notifications are little nudges that keep your brand top of mind. When done right, they can be a powerful tool for driving engagement. But it’s important to use them sparingly and with purpose. No one likes to be constantly interrupted with irrelevant messages.   

The key to effective push notifications is personalization and value. Tailor your messages to the user’s interests and behavior. For example, a news app might send notifications about breaking news in the user’s preferred topics, while a retail app could offer personalized product recommendations.   

Successful push notification campaigns often combine urgency and exclusivity. Limited-time offers, flash sales, and exclusive content can be highly effective in driving conversions.

For instance, The Coffee Bean and Tea Leaf used their coffee shop’s app to send a push notification offering 20% off to customers who visit the store that morning.

Examples of in-app push notifications from The Coffee Bean
Examples of in-app push notifications from The Coffee Bean

4. Direct Mail

You might be surprised, but direct mail still packs a punch. In a world flooded with digital noise, a physical piece can really stand out. It’s like sending a handwritten letter in a world of emails – it feels personal and unexpected.

The secret to great direct mail is creativity and personalization. Forget those boring postcards! Think outside the box. Maybe send a custom package or a sample of your product.

Think of all those skincare companies sending a little kit with products tailored just for your skin type. It’s not an accident. 

Direct mail example for customer activation
Direct mail example for customer activation 

Measure Your Customer Activation Efforts

Knowing if your activation strategies are working is crucial. It’s like baking a cake; you need to taste it to see if it’s delicious. So, how do you measure the success of your customer activation efforts?

Key Metrics

To really understand if your activation efforts are paying off, you need to track some key numbers. Let’s take a look at a few:

  • User Engagement: This includes metrics like daily active users (DAU), weekly active users (WAU), and monthly active users (MAU). You also want to look at session length, page views, and feature usage. These metrics show how involved your users are with your product.
  • Conversion Rates: Track how many users complete specific actions, like signing up for a newsletter, starting a free trial, or making a purchase. These numbers reveal how effectively your onboarding process is converting users into paying customers.
  • Customer Satisfaction: Measure customer satisfaction through surveys, net promoter score (NPS), and customer support tickets. Happy customers are more likely to become loyal advocates.
  • Churn Rate: Keep an eye on how many customers are canceling their subscriptions or stopping using your product. A high churn rate indicates problems with activation or overall customer satisfaction.

Tools and Platforms

To track all these numbers, you’ll need the right tools. There are plenty of analytics platforms out there that can help you measure user behavior and engagement. Some popular options include:

Userpilot

Userpilot helps you create a warm welcome for new customers. Imagine giving them a personal tour of your product, highlighting the coolest features, and gently nudging them to try things out.

Key features:

  • Personalized onboarding: Tailor the welcome experience for different customer types.
  • In-app guidance: Show users the ropes with helpful hints and tips.
  • Feature spotlights: Highlight your product’s best bits.
  • User behavior tracking: See how well your onboarding is working.
  • Price: Starting at $249/month
Userpilot - Customer Activation Tool
Userpilot – Customer Activation Tool

Hotjar

Hotjar is like having a detective on your team. It helps you uncover the mysteries of your customer’s behavior. By watching how people use your product, you can spot areas for improvement and create a better experience.

Key features:

  • Heatmaps: See where people click and hover on your website.
  • Session recordings: Watch real people use your product.
  • Customer feedback: Hear directly from your users.
  • Price: Free plan available, paid plans starting at $32/month
Example of a heatmap with Hotjar
Example of a heatmap with Hotjar

Appcues

Appcues helps you create interactive walkthroughs and guides to help customers explore your product. Think of it as a personal assistant who can show people the ropes.

Key features:

  • In-app walkthroughs: Guide users through your product step-by-step.
  • Personalized experiences: Tailor the experience based on user behavior.
  • Easy-to-use builder: Create guides without needing to code.
  • Price: Starting at $249/month
Use Appcues to gain real user feedback
Use Appcues to gain real user feedback

Intercom

Intercom helps you build strong relationships with your customers by providing excellent support. Happy customers are more likely to stick around and become loyal fans.

Key features:

  • Live chat: Offer real-time support to your customers.
  • Chatbots: Automate common questions and free up your team.
  • Customer messaging: Send targeted messages to specific customer groups.
  • Price: Starting at $39/month

Remember these tools are just the beginning. The best approach is to combine them to create a powerful lifecycle marketing activation strategy. And don’t forget, the most important tool in your arsenal is understanding your customers. Listen to their feedback, watch how they use your product, and keep iterating to create an amazing experience.

Intercom offers real-time support to customers through in--app chat
Intercom offers real-time support to customers through in–app chat

Best Practices for Successful Customer Activation

Customer activation is more than just getting people to sign up; it’s about helping them discover the value of your product and making them feel like they made the right choice. Let’s dive into some best practices to help you achieve this.

Personalization and Segmentation

Every customer is unique, and so should your approach to activation. Personalization is key to making a real connection. By tailoring your messages and experiences to specific customer segments, you can increase user engagement and drive conversions.

Think about your audience. What are their needs, interests, and goals? 

Action Item: Divide your customers into groups based on factors like demographics, behavior, or purchase history. Then, create targeted activation campaigns for each segment. 

For example, you could offer different onboarding experiences for new customers based on their chosen product plan.

Consistency Across Channels

Your customers interact with your brand through various channels – email, social media, in-app messages, and more. It’s important to maintain a consistent message and brand voice across all these touchpoints. This helps build trust and reinforces your brand identity.

Imagine a customer receives a personalized email with a special offer, only to be greeted by a generic message on your website. This inconsistency can create a negative experience. By ensuring a cohesive message across all channels, you create a seamless customer journey.

Continuous Improvement

Customer activation is an ongoing process, not a one-time event. It’s essential to continually test, analyze, and refine your strategies. What worked yesterday might not work tomorrow.

Pay attention to your customer feedback. What are they saying about their experience? Are there any pain points or frustrations? Use analytics to track key metrics and identify areas for improvement. By making data-driven decisions, you can optimize your activation efforts and achieve better results.

By focusing on personalization, consistency, and continuous improvement, you can create a thriving customer base.

Reach Your Full Potential with Ignite Visibility

Mastering customer activation, lifecycle marketing, and activation strategies can feel overwhelming. But it doesn’t have to be. With the right approach, you can transform casual customers into loyal advocates.

Ignite Visibility can help you unlock the full potential of your audience. Our team of experts can guide you through:

  • Developing a robust lifecycle marketing activation strategy
  • Implementing personalized and engaging lifecycle marketing campaigns
  • Measuring and optimizing your activation efforts

Ready to take your business to the next level? Contact us today!

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About Kelly Olson

As a distinguished leader in CRM, lifecycle marketing, and integrated email and SMS strategies, Kelly Olson excels in transforming marketing visions into impactful realities. With over a decade of experience in the industry since 2013, Kelly leads the CRM & Email department, where she spearheaded an impressive +275% growth in department revenue within just six months. Her work elevates customer engagement and product adoption. Kelly holds an MBA with a focus on Marketing, further solidifying her expertise and commitment to the field.

About Ignite

Ignite Visibility is a premier full-service digital marketing agency. We were founded in San Diego, CA but are now a 100% remote-first company with Igniters and clients around the globe.

Ignite Visibility is one of the highest awarded digital marketing agencies in the industry, works with some of the biggest brands in the world and is a 6x Inc. 5000 company.

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