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3 Steps to Successfully Overhaul Your CRM Onboarding Strategy

Bess Owen · December 11, 2017

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Implementing an effective Email/CRM onboarding strategy is key to converting quick purchases, deepening the digital relationship, and ultimately, building loyalty. However, in order to effectively onboard new customers, they need to take immediate actions after subscribing to guarantee long-term success. Most brands don’t have an onboarding strategy or don’t incentivize their onboard messaging, thus failing to motivate behavior. Quikly campaigns sit on top of existing onboarding strategies and add consumer psychology through scarcity to capture and convert over a short period of time.

Here are 3 ways to successfully onboard new Email/CRM database members:

1.  INCENTIVIZE NEXT STEPS IN ONBOARDING PROCESS

Adding a sense of urgency to inspire customers to continue interacting with your brand can greatly increase the chances of a successful onboarding experience. Incentivizing app downloads, SMS sign-ups, and profile completion with rewards can strengthen the brand-consumer relationship.

2. DEVELOP FUN AND ENGAGING WAYS TO EDUCATE MOST VALUED CUSTOMERS

Inspire customers to take action and learn more by adding incentives to motivate participation. Brands see up to 25% greater response rate from welcome series using Quikly. Ultimately, the experience drives increased activity.

3. ENCOURAGE ACTION WITH LIMITED AND TIME SENSITIVE OFFERS

Standard offers and promotions that are ongoing continuously fail to create a sense of urgency for consumers and encourage them to act. There is no immediate motivation for a customer to engage with your brand further. Providing an offer following email sign up that features a limited quantity or window of time can inspire a customer to continue through the onboarding process.

By combining cost-efficient rewards with a sense of urgency, Quikly captures customers’ attention and motivates an immediate response to deliver a successful onboarding experience. Using Quikly, brands saw up to 60% of participants take a strategic onboarding action. To learn more about mastering the Email CRM lifecycle process with the help of Quikly, download our recent guide, How to Successfully Turbocharge Your Email CRM Efforts Within Days.

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