Onboard and Train Your Clients With Real-Time Messaging

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Ideas and Strategies for Real-Time Personalization
Onboard and Train Your Clients With Real-Time Messaging

August 26, 2014 by

Hello, and welcome to another Real-Time Tuesday. Today we will discuss a strategy for onboarding and training your clients with real-time web personalization. Your goal is to create a seamless onboarding experience while promoting user adoption, right? Well what if we told you that you could do that with deep user insights and real-time messaging? You can communicate with your users based off their actions at the right time and place.

Training and onboarding your new clients properly can be a time consuming task. Emailing your clients is a great start, but it’s no secret that emails can get lost in the inbox. How can you ensure that your clients are getting trained properly – in a timely manner? The very best way to reach your clients is to message them in real-time when they are logged into your product. This is a great way to get users on the right track – you can message them in the moment, while they are engaged or after certain actions.

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Evergage client Compete PRO does a great job of utilizing real-time marketing for training and onboarding. When a client logs in, Compete PRO delivers messages that show tutorial videos to new users or to introduce new features in their platform. There are many ways you can utilize these impactful messages. You can make the message an inline message so it does not disrupt the users navigation, a pop-up to make sure every user can see it right away, or a call-out message so the user knows what is being called-out is important.

Training your clients and communicating with them about new releases or features is key in keeping them satisfied. With real-time personalization, you can also make any of these messages personal to each user. If a user did not click on a new update, you are able to track this information, and present them with this information the next time they click a message – or you can bring it up in your next status call. Now that’s a great customer experience!

We hope you enjoyed this weeks Real-Time Tuesday, see you next week!

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