Customer engagement strategy template

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 template:

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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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 🎉