15 Effective Customer Engagement Marketing Strategies for SaaS [+ Examples]

15 Effective Customer Engagement Marketing Strategies for SaaS [+ Examples] cover

The right customer engagement marketing strategies won’t only help you acquire more customers but also retain them.

So what strategies can help you ensure your users don’t just sign up, but also stay, engage, and convert into loyal advocates?

That said, let’s explore the essence of engagement marketing, why it’s essential in SaaS, and 15 actionable customer engagement strategies you can quickly apply.


  • Customer engagement marketing is the level of involvement and interactions that customers have with a brand’s product or service.
  • A customer engagement strategy involves targeted messaging and personalized experiences to boost customer satisfaction, retention, and value.
  • An effective customer engagement strategy is essential for customer retention, upselling, increased customer lifetime value, and reduced churn.
  • Creating a customer engagement marketing strategy can be overwhelming without ideas. That’s why we’re sharing 15 engagement strategies that any SaaS can use, and they include:
  1. Sharing valuable content tailored to your audience’s needs and preferences, significantly boosting engagement and product consideration.
  2. Personalizing product experiences based on customer data collected during the signup process to enhance customer satisfaction and loyalty.
  3. Implementing interactive guidance like in-app walkthroughs to ease the learning curve and product engagement.
  4. Triggering non-intrusive in-app notifications to capture customer attention without overwhelming them, enhancing user experience.
  5. Utilizing visual aids like GIFs and micro-videos in onboarding or feature introductions to improve feature understanding and adoption.
  6. Offering limited-time trials of premium features based on user interest to increase engagement and lead to higher conversion rates.
  7. Hosting webinars tailored to address real-life problems and optimize JTBDs as a way to engage existing customers and foster community.
  8. Collecting and utilizing customer journey data for conversational marketing, having personalized interactions to engage users.
  9. Designing gamified challenges with fun elements competition to encourage product usage, enhance user activity, and engage the community.
  10. Showing contextual upgrade prompts based on user activity by suggesting relevant premium features at the right time.
  11. A/B testing in-app experiences to optimize engagement strategies and identify what resonates best with users.
  12. Implementing chatbots to provide instant support for common issues, reducing user frustration and enhancing engagement.
  13. Building an in-app knowledge center to offer 24/7 support and keep users engaged by solving their issues without leaving the app.
  14. Collecting and acting on direct customer feedback through targeted surveys to improve the product experience and show users their opinions are valued.
  15. Incentivizing customers to leave positive reviews with a customer loyalty program, boosting engagement, and promoting brand advocacy through feedback and referrals.
  • If you need a platform to implement engagement strategies inside your app, why not book a Userpilot demo to see how you can engage users without writing a single line of code?

Try Userpilot and Take Your Customer Engagement to the Next Level

What is engagement marketing?

Engagement marketing is the level of involvement and interactions that customers have with a brand’s product or service. Its goal is to foster continuous two-way communication and interactive experiences that meet customer needs, enhance their brand perception, and encourage loyalty.

Tactics such as interactive content, personalized messaging, and real-time support are used to increase engagement levels—therefore driving repeat business, revenue, and customer advocacy.

What is a customer engagement strategy?

A customer engagement strategy is a set of tactics designed to create meaningful interactions between a brand and its customer base throughout the customer lifecycle.

It can involve using targeted messaging, personalized experiences, and interactive platforms to engage customers, fostering loyalty and encouraging active participation with the brand. The ultimate goal is to enhance customer satisfaction, retention, and lifetime value by making every interaction count.

Why is customer engagement marketing important in SaaS?

Given how crucial customer retention is in SaaS, developing a customer engagement strategy is almost a necessity.

The reason is simple: Engaging customers effectively ensures they realize the full value of your product, reducing churn rates and increasing the likelihood of upsells and cross-sells.

Plus, there are even more benefits to increasing customer engagement:

  • Enhanced customer retention and LTV as a result of prolonged customer relationships
  • Reduced customer churn as engaged customers become loyal customers.
  • Increased brand advocacy, with satisfied and engaged customers promoting your brand through positive word-of-mouth.
  • Enhances product adoption by encouraging the use of new features.
  • Provides valuable feedback for product improvement.
  • A more in-depth understanding of your customers’ needs, preferences, and behaviors as you start interacting with them and gaining insights from customer analytics.
  • A customer engagement strategy creates cross-selling and up-selling opportunities as users engage with your product.

15 Effective customer engagement strategies for SaaS marketing

Going through the process of making a customer engagement strategy might feel overwhelming without enough ideas.

That said, let’s go over 15 successful customer engagement strategies that you can apply in a SaaS business:

Share helpful content with your target audience

Valuable content such as blogs, videos, and social media posts can engage audiences and help them consider the value of your product.

To do this, create a content strategy where you outline exactly:

  • Your marketing goals
  • Who your audience is (you can create user personas based on research)
  • The main topics where your product is relevant
  • The channels where you’re going to publish your content (based on what your audience consumes the most)
  • The format in which you’re going to create it
  • The customer engagement metrics that determine its effectiveness (e.g., website engagement)

Once done, all you need to do is to start creating content and iterate your strategy as you start analyzing the results (keep in mind that content marketing can take some time to build up).

content customer engagement marketing strategy
Userpilot’s blog.

Personalize product experiences based on customer data

According to a McKinsey study, 76 to 78% of consumers are more likely to purchase, recommend, and make repeat purchases from companies that personalize the customer experience.

A great opportunity to personalize the product experience is during the signup process, as you can use welcome surveys to collect relevant data such as goals, JTBDs (Jobs To Be Done), and job roles before they even start using your product.

This way, you can automatically use their data to trigger specific onboarding flows and in-app messages that cater to their particular needs.

welcome survey customer engagement marketing strategy
Creating a welcome survey with Userpilot.

Note: If you don’t know how to collect customer data without hurting UX, you can register for this webinar to learn the UX best practices (especially if you’re in FinTech).

Trigger interactive guidance to drive customer interactions

Another way to engage customers is to present your product features interactively.

For example, Kommunicate makes an effort to introduce its users to its product through interactive walkthroughs. So instead of showing a generic product tour that users are likely to skip, you can implement an in-app flow that:

  • Hand-holds users step by step with progressive onboarding.
  • Responds to in-app behavior in real-time.
  • Avoids overwhelming users with information they won’t retain.
  • Enhances their learning experience.
interactive walkthrough customer engagement marketing strategy
Kommunicate’s interactive walkthrough.

Capture customer attention with in-app notification modals

In-app notifications are a powerful tool to grab a user’s attention without being intrusive.

To implement these notifications without annoying users, however, make sure you’re providing upfront value, triggering notifications contextually based on user behavior, and making it optional for users to take action. So if, for instance, a user completes a specific task, an in-app notification could offer additional related features or tips that are relevant to their goal.

This strategy ensures users see the relevance in each notification, enhancing their experience and engagement without feeling overwhelmed.

new feature announcement customer engagement marketing strategy
Creating a new feature announcement with Userpilot.

Utilize GIFs or micro-videos when introducing new features

Visual content like GIFs and micro-videos can dramatically improve feature adoption.

Notion, for example, effectively uses GIFs to demonstrate the application of its diverse features, making it easier for users to grasp their utility quickly.

That said, try to incorporate micro-videos or GIFs in your onboarding process or new feature announcements. It won’t only make the learning process more engaging but also help reduce the cognitive load on your users—encouraging them to explore and use new features.

video onboarding customer engagement marketing strategy
Notion’s micro-video.

Offer limited-time trials of premium features

Paywalls can sometimes prevent the right users from using game-changing features.

That said, limited-time trials of premium features can significantly enhance user engagement by allowing users to experience the full capabilities of your product, for free.

This works particularly well when you target users who have shown interest in specific features. So if, for example, you’ve identified users interested in analytics through signup surveys, you can offer them a limited trial to explore these features.

premium trial alert customer engagement marketing strategy
Adding a free-trial offer modal with Userpilot.

Host regular webinars to engage existing customers

Webinars offer a dynamic way to engage with existing customers by providing them with valuable insights, training, and sneak peeks into upcoming features.

At Userpilot, for example, we regularly host webinars to teach our user onboarding and PLG best practices live.

For this, make sure to host webinars that are tailored to solve real-life problems, optimize Jobs To Be Done (JTBDs), or introduce new perspectives on work processes. Even better if you can address the specific interests and challenges of your audience—maximizing engagement in the process.

webinars customer engagement marketing strategy
Userpilot’s events page.

Collect customer journey data to enable conversational marketing

Conversational marketing leverages real-time conversations and personalized messaging to engage users more deeply through chatbots, live chat, or personalized emails.

For example, tracking which features a user interacts with or their survey responses can help you interact with them in more relevant conversations that align with their individual preferences and behaviors.

To do this, you need to collect data across the customer journey so you can tailor conversations to match users’ more emergent pain points, needs, and tasks—making dialogue more engaging.

customer journey data customer engagement marketing strategy
Segmenting customer journey data with Userpilot.

Use gamified challenges to encourage product usage

Gamification introduces an element of fun and competition, making it a great tool to encourage users to engage more deeply with your product.

SurferSEO, for instance, capitalized on this by launching a challenge for its community to create 50,000 articles, rewarding participants with credits and a special reward upon completion.

surfer seo customer engagement marketing strategy
SurferSEO’s challenge.

This challenge helps them stimulate user activity and drive community engagement while making the product experience more enjoyable and rewarding.

surferseo credits
Claiming credits during SurferSEO’s challenge.

To pull this off:

  • Identify key behaviors you want to encourage
  • Set clear goals and rewards
  • Communicate the challenge effectively to your user base

Deliver contextual upgrade prompts to increase the customer lifetime value

When done well, adding more upgrade prompts can drive more sales and increase your customer lifetime value.

For example, for active users who use the billing feature frequently, you can trigger an upgrade prompt that offers a premium plan with a more advanced, automated billing system.

But, instead of bombarding users with upselling messages, try to limit yourself to trigger them contextually when users feel an upgrade would add value, i.e. when there’s increased usage of the billing feature.

upselling customer engagement marketing strategy
Adding an upgrade prompt with Userpilot.

A/B test to improve your customer engagement marketing strategy

One effective way to optimize customer engagement is by A/B testing in-app experiences.

This means creating two different versions of in-app content (announcement, onboarding tutorial, etc.) and then testing them with your user base to see which one resonates better.

For example, let’s say you need to optimize feature usage in your onboarding process. In version A, you can have a series of video tutorials. While version B includes interactive walkthroughs.

With A/B testing tools that support in-app flows (like Userpilot), you’ll be able to analyze the engagement performance of those versions such as time spent on each version, completion rates, and feature usage—and determine which version performs better.

ab testing customer engagement marketing strategy
A/B testing with Userpilot.

Use chatbots to provide instant support

Chatbots offer immediate assistance for common questions and issues, preventing user frustration and disengagement.

Kommunicate, for example, uses a chatbot to present users with multiple options (like product tours or speaking to a human) to ensure users find the help they need quickly.

Implementing a chatbot requires selecting a tool that can provide valuable resources and support while allowing for escalation to human support when necessary. This way, users will feel supported at every time.

chatbot customer engagement marketing strategy
Kommunicate’s chatbot.

Implement a knowledge center to offer 24/7 help

A great opportunity to offer a top-notch customer experience is through an in-app resource center. Since it prevents users from leaving your app to solve their issues (experiencing friction in the process), customers are more likely to stay engaged with your app.

The process for creating an effective knowledge base is simple:

  1. Identify common issues that make customers drop off and disengage.
  2. Survey your users, review your support tickets, and examine your usage data to see what’s causing friction and pushing customers away.
  3. Create help resources in different formats to directly tackle these challenges. It can include FAQs, tutorial videos, step-by-step guides, or help articles.
  4. Organize your resources in content modules so users can find resources that are relevant to them (instead of having to browse through messy documentation).
  5. Include launch messages for announcements, updates, and patch notes to keep customers informed 24/7.
userpilot resource center
Building a customized resource center with Userpilot.

Collect and act on customer feedback

The best way to improve user engagement is by asking your existing users directly. After all, they’re the ones who experience it.

Thankfully, you can segment your users and target in-app surveys such as CES (customer effort score), CSAT, and NPS surveys to understand their points of view. This way, you can collect feedback that’s relevant to their specific needs, improve their product experience, and close the feedback loop.

For example, if you were to ask users about how satisfied they are with your product, here’s the type of survey you’d need to create:

csat survey
Creating a CSAT survey with Userpilot.

Incentivise your loyal customers for positive reviews

One way to boost customer engagement is to reward your customers for leaving feedback, writing reviews, and bringing in referrals.

This could involve setting up customer loyalty programs where customers are awarded points each time they take a desired action, and those points can be exchanged for credits, free months, etc.

To encourage participation, communicate clearly about what’s in it and ensure that the process is straightforward. Also, don’t forget to follow up regularly to remind them about what they can get with their points, current offers, etc.

loyalty program
Userpilot’s invitation to leave a positive review.

How to implement customer engagement strategies with Userpilot?

Userpilot is a customer success platform with the ability to create, design, and trigger in-app surveys for user research, either from scratch or by using any of the multiple templates available.

This tool brings more than the ability to trigger in-app experiences. You can also create onboarding flows, collect user behavior data, and give access to advanced product analytics—everything to nurture product growth.

Here’s how Userpilot can help you engage users:

Userpilot flow builder
Creating in-app experiences with Userpilot without coding.


Effective customer engagement marketing strategies are essential for SaaS companies aiming to retain users, foster loyalty, and drive growth.

By implementing the strategies we explored here, you can create meaningful connections with your users and drive more engagement.

So if you need a platform to implement engagement strategies inside your app, why not book a Userpilot demo to see how you can engage users without writing a single line of code?

Try Userpilot and Take Your Customer Engagement to the Next Level

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