{"id":440601,"date":"2025-10-22T15:00:14","date_gmt":"2025-10-22T15:00:14","guid":{"rendered":"https:\/\/userpilot.com\/blog\/customer-engagement\/"},"modified":"2026-03-03T16:49:58","modified_gmt":"2026-03-03T16:49:58","slug":"customer-engagement","status":"publish","type":"post","link":"https:\/\/userpilot.com\/blog\/customer-engagement\/","title":{"rendered":"Customer Engagement: Definition, Metrics, Strategies &#038; Best Platforms (2026 Guide)"},"content":{"rendered":"<p data-block-id=\"31l01\">\u200bMost SaaS companies <em>think<\/em> they have a customer engagement strategy&#8230; until churn exposes the truth.<\/p>\n<p data-block-id=\"1qcvf\">It\u2019s easy to assume that users <a href=\"https:\/\/userpilot.com\/product\/product-engagement\/\" target=\"_blank\" rel=\"noopener noreferrer\">engage with your product<\/a> if all you do is send newsletters and answer their support tickets. However, I&#8217;ve learned that customer engagement isn&#8217;t about broadcasting messages or checking boxes.<\/p>\n<p data-block-id=\"7jubm\">Customer engagement demands a proactive, strategic focus on fostering meaningful two-way interactions and meticulously measuring impact. It also involves implementing successful customer engagement strategies and using platforms like <a href=\"https:\/\/userpilot.com\/userpilot-demo\/\" target=\"_blank\" rel=\"noopener noreferrer\">Userpilot<\/a> to cultivate customer loyalty and drive continuous product success.<\/p>\n<p data-block-id=\"f9v7t\">In this guide, I\u2019ll walk you through what customer engagement truly means, how to measure its impact, the strategies that consistently deliver value, and platforms that make it all possible: even for self-serve products that might initially seem to require less active intervention.<\/p>\n<p><!-- This is the HTML for your lead gen quiz. It's designed to be pasted directly into the WordPress 'Text' editor. --><\/p>\n<div id=\"lead-gen-quiz-container\">\n<p><!-- Progress Bar --><\/p>\n<div class=\"lgq-progress-bar-container\">\n<div id=\"lgq-progress-bar\" class=\"lgq-progress-bar\"><\/div>\n<\/div>\n<p><!-- Step 1: Opening Question --><\/p>\n<div id=\"lgq-step-1\" class=\"lgq-step\">\n<h3>What&#8217;s your biggest challenge with new user onboarding?<\/h3>\n<div class=\"lgq-answer-options\">\n<div class=\"lgq-answer\" data-step=\"1\">Low activation rates<\/div>\n<div class=\"lgq-answer\" data-step=\"1\">Users seem lost or drop off<\/div>\n<div class=\"lgq-answer\" data-step=\"1\">Our onboarding is one-size-fits-all<\/div>\n<div class=\"lgq-answer\" data-step=\"1\">We aren&#8217;t measuring it effectively<\/div>\n<\/div>\n<\/div>\n<p><!-- Step 2: Second Question --><\/p>\n<div id=\"lgq-step-2\" class=\"lgq-step\">\n<h3>How do you currently announce new features?<\/h3>\n<div class=\"lgq-answer-options\">\n<div class=\"lgq-answer\" data-step=\"2\">A blog post or email newsletter<\/div>\n<div class=\"lgq-answer\" data-step=\"2\">We hope users find them<\/div>\n<div class=\"lgq-answer\" data-step=\"2\">Targeted in-app messages<\/div>\n<div class=\"lgq-answer\" data-step=\"2\">We don&#8217;t have a consistent strategy<\/div>\n<\/div>\n<\/div>\n<p><!-- Step 3: Third Question --><\/p>\n<div id=\"lgq-step-3\" class=\"lgq-step\">\n<h3>How do you collect user feedback for your [INSERTKEYWORD] strategy?<\/h3>\n<div class=\"lgq-answer-options\">\n<div class=\"lgq-answer\" data-step=\"3\">Mainly from support tickets and sales calls<\/div>\n<div class=\"lgq-answer\" data-step=\"3\">Annual or semi-annual surveys<\/div>\n<div class=\"lgq-answer\" data-step=\"3\">Contextual in-app surveys (NPS, CSAT)<\/div>\n<div class=\"lgq-answer\" data-step=\"3\">We mostly guess what users want<\/div>\n<\/div>\n<\/div>\n<p><!-- Step 4: Final CTA --><\/p>\n<div id=\"lgq-step-4\" class=\"lgq-step\">\n<h3>Stop Guessing. Start Engaging.<\/h3>\n<p style=\"margin-bottom: 20px; font-size: 16px; color: #555;\">It looks like you have gaps in your customer [INSERTKEYWORD] strategy. Proactive, contextual engagement isn&#8217;t just nice-to-have\u2014it&#8217;s essential for retention and growth. Userpilot can help you fix these blindspots.<\/p>\n<p><a id=\"lgq-final-cta\" class=\"lgq-final-cta\" href=\"#\">See How &#8211; Get a Demo<\/a><\/p>\n<\/div>\n<\/div>\n<p><!-- IMPORTANT: Upload the 'quiz-script.js' file to your WordPress Media Library, get its URL, and replace 'quiz-script.js' below with that full URL. --><br \/>\n<script src=\"https:\/\/userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/customer-engagement.js\"><\/script><\/p>\n<h2 id=\"bvlmg\" data-block-id=\"bvlmg\"><strong>What is customer engagement in SaaS?<\/strong><\/h2>\n<p data-block-id=\"49i16\">Customer engagement in SaaS is the ongoing, two-way interaction between your brand and users across their entire customer journey. In my opinion, it\u2019s about building deep relationships that <a href=\"https:\/\/userpilot.com\/blog\/how-to-build-customer-loyalty\/\" target=\"_blank\" rel=\"noopener noreferrer\">drive loyalty<\/a>, and it goes beyond just sending newsletters or answering support tickets.<\/p>\n<p data-block-id=\"5i3m8\"><strong>Consider this distinction:<\/strong> A customer who simply uses your product is a recipient of an experience. An engaged customer is an active participant, providing feedback, seeking help, <a href=\"https:\/\/userpilot.com\/blog\/new-feature-onboarding\/\" target=\"_blank\" rel=\"noopener noreferrer\">discovering new features<\/a>, and even championing your brand on social media. This difference matters because engaged customers stick around longer, spend more, and become your most valuable advocates.<\/p>\n<p data-block-id=\"331jc\">Customer engagement differs from <a href=\"https:\/\/userpilot.com\/blog\/customer-satisfaction\/\" target=\"_blank\" rel=\"noopener noreferrer\">customer satisfaction<\/a> (how happy users are), customer loyalty (how likely they are to stay), and customer experience (the sum of all interactions). It&#8217;s the active, ongoing dialogue that fuels all three.<\/p>\n<figure class=\"strchf-table\">\n<table>\n<thead>\n<tr>\n<th><\/th>\n<th>What it measures<\/th>\n<th>Key focus<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><strong>Customer engagement<\/strong><\/td>\n<td>Frequency and depth of interactions with your brand<\/td>\n<td>Active participation, two-way communication<\/td>\n<\/tr>\n<tr>\n<td><strong>Customer experience<\/strong><\/td>\n<td>Quality of all touchpoints across the customer journey<\/td>\n<td>Seamless, friction-free interactions<\/td>\n<\/tr>\n<tr>\n<td><strong>Customer satisfaction<\/strong><\/td>\n<td>How happy users are with your product or service<\/td>\n<td>Meeting customer expectations and solving problems<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/figure>\n<h2 id=\"3guvl\" data-block-id=\"3guvl\"><strong>Why does customer engagement strategy matter?<\/strong><\/h2>\n<p data-block-id=\"8hsd5\">From my perspective, focused on <a href=\"https:\/\/userpilot.com\/blog\/product-led-growth-strategy\/\" target=\"_blank\" rel=\"noopener noreferrer\">product-led growth<\/a>, strong customer engagement is directly tied to success. Your strategy matters because it\u2019s pivotal to driving tangible business outcomes and brand loyalty.<\/p>\n<p data-block-id=\"cdipo\">Some might argue that <a href=\"https:\/\/userpilot.com\/blog\/customer-acquisition\/\" target=\"_blank\" rel=\"noopener noreferrer\">customer acquisition<\/a> is the primary focus, but without solid engagement, the churn from dissatisfied customers quickly negates any acquisition gains.<\/p>\n<p data-block-id=\"eu4a7\">When users actively engage with your product, here are the key benefits I observe:<\/p>\n<ul>\n<li><strong>Increased customer retention:<\/strong> Users stick around longer when they feel heard and see ongoing value. This stickiness directly impacts our <a href=\"https:\/\/userpilot.com\/blog\/customer-retention\/\" target=\"_blank\" rel=\"noopener noreferrer\">customer retention<\/a> rates, which is far more cost-effective than constantly acquiring new customers. <a href=\"https:\/\/tei.forrester.com\/go\/Microsoft\/AzureOpenAIService\/?lang=en-us\" target=\"_blank\" rel=\"nofollow noopener\">Forrester&#8217;s analysis of Azure OpenAI<\/a> showed that better customer engagement led to a 10-30% increase in annual <a href=\"https:\/\/userpilot.com\/blog\/customer-retention\/\">customer retention over<\/a> three years.<\/li>\n<li><strong>Maximized customer lifetime value:<\/strong> Loyal customers are more likely to upgrade, cross-buy, and extend their subscriptions. They see our product as a solution that grows with their needs, boosting their <a href=\"https:\/\/userpilot.com\/blog\/saas-metrics-101-ltv-lifetime-value\/\" target=\"_blank\" rel=\"noopener noreferrer\">customer lifetime value(LTV)<\/a>.<\/li>\n<li>\u200b<strong>More upsell and cross-sell opportunities:<\/strong> The more users engage with our product, the more likely they are to understand its full potential, opening doors for <a href=\"https:\/\/userpilot.com\/blog\/upselling\/\">upselling and<\/a> cross-selling. They trust us, making them receptive to new offerings. Sales teams report <a href=\"https:\/\/www.hubspot.com\/hubfs\/HubSpots%202024%20Sales%20Trends%20Report.pdf\" target=\"_blank\" rel=\"nofollow noopener\">72% of revenue<\/a> comes from existing customers (vs. 28% new).<\/li>\n<li><strong>Valuable customer feedback:<\/strong> <a href=\"https:\/\/userpilot.com\/blog\/engaged-user\/\" target=\"_blank\" rel=\"noopener noreferrer\">Engaged users<\/a> don&#8217;t just consume; they contribute by offering feedback that you can leverage to make informed decisions.<\/li>\n<li><strong>Stronger brand loyalty and advocacy:<\/strong> Satisfied customers become our biggest advocates, spreading positive <a href=\"https:\/\/userpilot.com\/blog\/word-of-mouth-wom\/\" target=\"_blank\" rel=\"noopener noreferrer\">word-of-mouth<\/a> on social media channels. Such advocacy encourages potential customers to use your product.<\/li>\n<\/ul>\n<h2 id=\"80m6q\" data-block-id=\"80m6q\"><strong>How to measure customer engagement? Important customer engagement metrics<\/strong><\/h2>\n<p data-block-id=\"c5ikh\">To truly understand how well we&#8217;re engaging our users, I rely on a set of key <a href=\"https:\/\/userpilot.com\/blog\/customer-engagement-metrics\/\" target=\"_blank\" rel=\"noopener noreferrer\">customer engagement metrics<\/a>. These aren&#8217;t just numbers; they tell a story about our customers&#8217; journey and their connection with our product.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/dashboard-sharing_018012a0bff9ca1e90b2c40f828437f7.gif 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/dashboard-sharing_018012a0bff9ca1e90b2c40f828437f7.gif 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/dashboard-sharing_018012a0bff9ca1e90b2c40f828437f7.gif\" alt=\"Analyze feature usage and collaborate with Userpilot\u2019s feature engagement dashboard.\" \/><\/picture><figcaption>Analyze feature usage and collaborate with <a href=\"https:\/\/userpilot.com\/userpilot-demo\/\" target=\"_blank\" rel=\"noopener noreferrer\">Userpilot<\/a>\u2019s feature engagement dashboard.<\/figcaption><\/figure>\n<p data-block-id=\"cvog3\">Here are some of the most important ones:<\/p>\n<h3 id=\"fqu16\" data-block-id=\"fqu16\">Customer retention rate<\/h3>\n<p data-block-id=\"1jsee\">This is non-negotiable. It tells us the percentage of customers who stick with us over time. A strong<a href=\"https:\/\/userpilot.com\/blog\/customer-retention-metrics\/\" target=\"_blank\" rel=\"noopener noreferrer\"> retention rate<\/a> is a direct indicator of consistent value delivery and genuine engagement.<\/p>\n<p data-block-id=\"50nh3\">You can calculate the customer <a href=\"https:\/\/userpilot.com\/blog\/tag\/retention-rate-formula\/\">retention rate<\/a> using this formula:<\/p>\n<div style=\"background-color: #e9e5fe; padding: 20px; color: black;\">((Customers at period end \u2013 New customers acquired) \/ Customers at period start) x 100.<\/div>\n<p data-block-id=\"akqn8\">For example, if you start the month with 150 customers, acquire 40 new ones, and end with 175 customers, your retention rate would be: ((175 \u2013 40) \/ 150) x 100 = 90%.<\/p>\n<h3 id=\"7431k\" data-block-id=\"7431k\"><strong>Net Promoter Score (NPS)<\/strong><\/h3>\n<p data-block-id=\"2403q\">I use <a href=\"https:\/\/userpilot.com\/blog\/net-promoter-score-definition\/\" target=\"_blank\" rel=\"noopener noreferrer\">NPS surveys<\/a> to gauge overall customer loyalty. Knowing who our promoters, passives, and detractors are helps us tailor our follow-up and engagement efforts.<\/p>\n<p data-block-id=\"8ehpe\">For example, we might follow up with detractors to understand their pain points better and address them proactively.<\/p>\n<p data-block-id=\"3k4rn\">To calculate <a href=\"https:\/\/userpilot.com\/blog\/nps-saas-complete-guide-2\/\">the Net Promoter Score<\/a>:<\/p>\n<div style=\"background-color: #e9e5fe; padding: 20px; color: black;\">% of Promoters (9-10 ratings) \u2013 % of Detractors (0-6 ratings)<\/div>\n<p data-block-id=\"1m91h\">This score can range from -100 (every customer is a detractor) to +100 (everyone is a promoter).<\/p>\n<h3 id=\"cotvk\" data-block-id=\"cotvk\"><strong>Customer Satisfaction Score (CSAT)<\/strong><\/h3>\n<p data-block-id=\"7i9s3\">While NPS is about loyalty, <a href=\"https:\/\/userpilot.com\/blog\/customer-satisfaction-metrics\/\" target=\"_blank\" rel=\"noopener noreferrer\">CSAT<\/a> offers insights into satisfaction with specific interactions or features. We embed short, contextual <a href=\"https:\/\/userpilot.com\/blog\/customer-satisfaction-survey-best-practices\/\" target=\"_blank\" rel=\"noopener noreferrer\">CSAT surveys<\/a> within our app to get immediate feedback. It&#8217;s better to use <a href=\"https:\/\/userpilot.com\/blog\/in-app-surveys\/\">in-app surveys since<\/a> customers are more likely to answer accurately when the experience is fresh in their minds.<\/p>\n<p data-block-id=\"1aii8\">Use this formula to calculate CSAT:<\/p>\n<div style=\"background-color: #e9e5fe; padding: 20px; color: black;\">(Number of positive responses \/ Total responses) x 100.<\/div>\n<h3 id=\"80o3i\" data-block-id=\"80o3i\"><strong>Product usage metrics (DAU, WAU, MAU)<\/strong><\/h3>\n<p data-block-id=\"pvvf\">This is where the product-led magic happens. I track <a href=\"https:\/\/userpilot.com\/blog\/product-usage-metrics\/\" target=\"_blank\" rel=\"noopener noreferrer\">product usage metrics<\/a> like Daily Active Users (DAU), Weekly Active Users (WAU), and Monthly Active Users (MAU), as analyzing the <a href=\"https:\/\/userpilot.com\/blog\/dau-wau-mau\/\" target=\"_blank\" rel=\"noopener noreferrer\">DAU\/WAU\/MAU ratio<\/a> helps us understand <a href=\"https:\/\/userpilot.com\/blog\/increase-product-stickiness-saas\/\">product stickiness<\/a>.<\/p>\n<p data-block-id=\"62jta\">In addition, Userpilot&#8217;s Product Usage Dashboard provides a clear overview of how users interact with our features and allows us to identify those truly engaged users.<\/p>\n<h3 id=\"5h00o\" data-block-id=\"5h00o\"><strong>Feature adoption rate<\/strong><\/h3>\n<p data-block-id=\"9v9pr\">Tracking the <a href=\"https:\/\/userpilot.com\/blog\/feature-adoption\/\" target=\"_blank\" rel=\"noopener noreferrer\">feature adoption rate<\/a> tells us if our new features are actually solving problems and providing value.<\/p>\n<p data-block-id=\"amref\">Here\u2019s the formula for calculating your feature adoption rate:<\/p>\n<div style=\"background-color: #e9e5fe; padding: 20px; color: black;\">(Feature MAUs \/ Total user logins in a given period) x 100<\/div>\n<p data-block-id=\"672sm\">For example, if 92 users actively engaged with a feature out of 1,450 total logins, the <a href=\"https:\/\/userpilot.com\/blog\/adoption-rate\/\">adoption rate would<\/a> be 6.34%.<\/p>\n<h3 id=\"5iron\" data-block-id=\"5iron\"><strong>Customer churn rate<\/strong><\/h3>\n<p data-block-id=\"8jrs4\">This is the flip side of retention. A high <a href=\"https:\/\/userpilot.com\/blog\/what-is-churn\/\" target=\"_blank\" rel=\"noopener noreferrer\">churn rate<\/a> signals disengagement and helps us identify areas where our product or entire customer experience might be falling short. Userpilot&#8217;s <a href=\"https:\/\/docs.userpilot.com\/product-analytics\/dashboards\/user-retention\" target=\"_blank\" rel=\"noopener noreferrer\">User Retention Dashboard<\/a> provides detailed insights into who is staying and who is leaving.<\/p>\n<p data-block-id=\"9jbgb\">To calculate <a href=\"https:\/\/userpilot.com\/blog\/customer-churn\/\">customer churn rate<\/a>:<\/p>\n<div style=\"background-color: #e9e5fe; padding: 20px; color: black;\">(Number of customers churned \/ Total customers at period start) x 100<\/div>\n<p data-block-id=\"4appm\">You can track and analyze these metrics with Userpilot\u2019s <a href=\"https:\/\/userpilot.com\/blog\/analytics-dashboard\/\" target=\"_blank\" rel=\"noopener noreferrer\">analytics dashboard<\/a> to get a complete view of customer engagement without juggling multiple tools.<\/p>\n<h2 id=\"4vag6\" data-block-id=\"4vag6\"><strong>Customer engagement strategies across SaaS customer lifecycle<\/strong><\/h2>\n<p data-block-id=\"99ljj\">Measuring is essential, but acting on those <a href=\"https:\/\/userpilot.com\/blog\/customer-insights-examples\/\" target=\"_blank\" rel=\"noopener noreferrer\">customer insights<\/a> is what truly drives engagement. Here are some strategies that, from my experience, always work:<\/p>\n<h3 id=\"4sufp\" data-block-id=\"4sufp\"><strong>Personalize customer journeys with contextual guidance<\/strong><\/h3>\n<p data-block-id=\"r79b\">Generic experiences deter users. They expect us to know them and their needs. That&#8217;s why <a href=\"https:\/\/userpilot.com\/blog\/personalized-customer-service\/\" target=\"_blank\" rel=\"noopener noreferrer\">personalization<\/a> is at the core of our strategy.<\/p>\n<p data-block-id=\"d5b6\">We segment users based on their roles, activity, or plan type, then deliver tailored in-app experiences. For instance, new users receive onboarding flows tailored to their specific role, highlighting the features most critical to their success.<\/p>\n<p data-block-id=\"3k8bb\">Userpilot makes it easy to <a href=\"https:\/\/docs.userpilot.com\/ce-basics\/personalize-content\" target=\"_blank\" rel=\"noopener noreferrer\">personalize content<\/a> by dynamically inserting user properties, such as their name, directly into welcome messages or tooltips.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/customer-engagement_3264f4624efbe789738aeca83215a577_800.png 1x, https:\/\/images.storychief.com\/account_6827\/customer-engagement_3264f4624efbe789738aeca83215a577_1600.png 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/customer-engagement_3264f4624efbe789738aeca83215a577_800.png 1x, https:\/\/images.storychief.com\/account_6827\/customer-engagement_3264f4624efbe789738aeca83215a577_1600.png 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/customer-engagement_3264f4624efbe789738aeca83215a577_800.png\" alt=\"How to deliver personalized experiences.\" \/><\/picture><figcaption>How to deliver personalized experiences.<\/figcaption><\/figure>\n<p data-block-id=\"duotm\">Beyond personalization, providing <a href=\"https:\/\/userpilot.com\/blog\/contextual-help\/\" target=\"_blank\" rel=\"noopener noreferrer\">contextual help<\/a> is crucial. If a user is struggling with a specific feature, the best time to offer help isn&#8217;t when they leave the app to search your knowledge base, but when they need it, right in the app.<\/p>\n<p data-block-id=\"2qllh\">This in-app guidance element could be a tooltip appearing on hover, or a mini-tutorial guiding them through a complex step. Such an approach is especially critical for self-serve products, where users value independence but still need efficient pathways to solutions.<\/p>\n<p data-block-id=\"bg7p9\">Take <a href=\"https:\/\/userpilot.com\/blog\/troi-guided-tour-software-demo\/\" target=\"_blank\" rel=\"noopener noreferrer\">Troi<\/a>, for example. They used Userpilot to automate their software demos with a personalized guided tour. The company included the face of each user&#8217;s sales rep on the tour, making the experience feel human rather than automated.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/troi_2c6dfb3969864bca91dcb935fbee4a67.gif 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/troi_2c6dfb3969864bca91dcb935fbee4a67.gif 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/troi_2c6dfb3969864bca91dcb935fbee4a67.gif\" alt=\"Troi - personalized product tour\" \/><\/picture><figcaption>Troi &#8211; personalized product tour.<\/figcaption><\/figure>\n<p data-block-id=\"igp3\">This personal touch made new users more willing to work through the onboarding process.<\/p>\n<figure class=\"video strchf-type-video regular strchf-size-regular strchf-align-center\">\n<div class=\"embed-container\">\n<div class=\"bookmark-container\" style=\"display: flex;\">\n<p>&nbsp;<\/p>\n<div class=\"bookmark-focusable\" style=\"user-select: none; transition: background 20ms ease-in 0s; cursor: pointer; width: 100%; display: flex; flex-wrap: wrap-reverse; align-items: stretch; text-align: left; overflow: hidden; border: 1px solid rgba(55, 53, 47, 0.16); border-radius: 3px; position: relative; color: inherit;\">\n<div style=\"flex: 4 1 180px; padding: 12px 14px 14px; overflow: hidden; text-align: left;\">\n<div class=\"bookmark-title\" style=\"font-size: 14px; line-height: 20px; color: #37352f; white-space: nowrap; overflow: hidden; text-overflow: ellipsis; min-height: 24px; margin-bottom: 2px;\">How Userpilot Enabled Troi to Automate their Software Demos<\/div>\n<div class=\"bookmark-description\" style=\"font-size: 12px; line-height: 16px; color: rgba(55, 53, 47, 0.6); height: 32px; overflow: hidden;\">Troi automated their entire software demo by creating a guided tour of their product. Thanks to Userpilot, they&#8217;ve saved hours of time. Here&#8217;s how&#8230;<\/div>\n<div class=\"bookmark-domain\" style=\"display: flex; margin-top: 6px;\">\n<div style=\"font-size: 12px; line-height: 16px; color: #37352f; white-space: nowrap; overflow: hidden; text-overflow: ellipsis;\">userpilot.com<\/div>\n<\/div>\n<\/div>\n<div class=\"bookmark-image\" style=\"flex: 1 1 180px; display: block; position: relative;\">\n<div style=\"position: absolute; top: 0; left: 0; right: 0; bottom: 0;\">\n<div style=\"width: 100%; height: 100%;\"><img decoding=\"async\" style=\"display: block; object-fit: cover; border-radius: 1px; background: white; width: 100%; height: 100%;\" role=\"presentation\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2024\/06\/How-Userpilot-Enabled-Troi-to-Automate-their-Software-Demos-Saved-Development-Cost.png\" \/><\/div>\n<\/div>\n<\/div>\n<\/div>\n<p>&nbsp;<\/p>\n<\/div>\n<\/div><figcaption>Check the details.<\/figcaption><\/figure>\n<p data-block-id=\"e7gah\">The results? Troi saved 5 days of development time, \u20ac10,000 in development costs, and freed up 50-100 hours for their sales team to focus on high-quality prospects instead of basic demos.<\/p>\n<h3 id=\"cpu13\" data-block-id=\"cpu13\"><strong>Create an omnichannel customer experience to improve customer engagement<\/strong><\/h3>\n<p data-block-id=\"33ru8\">Our users interact with us across many channels: email, social media, our product itself, and support. A disjointed experience across these channels creates friction. We strive for <a href=\"https:\/\/userpilot.com\/blog\/omnichannel-customer-engagement\/\" target=\"_blank\" rel=\"noopener noreferrer\">omnichannel engagement<\/a>, ensuring that conversations flow smoothly from one channel to the next without users having to repeat themselves.<\/p>\n<p data-block-id=\"eit2i\">Userpilot lets you orchestrate cross-channel communication from one place, ensuring consistent messaging at every stage of the user journey. You can create personalized paths for every user, tailoring their journey based on the actions they take, the properties they have, or the time elapsed.<\/p>\n<p data-block-id=\"77hto\">Our platform also tracks workflow performance from start to finish, measuring end-to-end completion rates, <a href=\"https:\/\/userpilot.com\/blog\/time-to-value\/\" target=\"_blank\" rel=\"noopener noreferrer\">time-to-value<\/a>, and proving the ROI of every campaign.<\/p>\n<figure class=\"strchf-table\">\n<table>\n<thead>\n<tr>\n<th><\/th>\n<th>Key features<\/th>\n<th>Core integrations<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><strong>In-app<\/strong><\/td>\n<td>Modals, tooltips, slideouts, checklists, resource centers.<\/td>\n<td>Native functionality.<\/td>\n<\/tr>\n<tr>\n<td><strong>Mobile<\/strong><\/td>\n<td>Carousels, push notifications, mobile analytics, advanced segmentation, and localization.<\/td>\n<td>The Mobile SDK is available for iOS and Android apps, including frameworks like React Native and Flutter.<\/td>\n<\/tr>\n<tr>\n<td><strong>Email<\/strong><\/td>\n<td>Personalization, testing, scheduling, analytics.<\/td>\n<td>SendGrid, Mailchimp, HubSpot.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/figure>\n<h3 id=\"1mmli\" data-block-id=\"1mmli\"><strong>Provide existing customers with proactive support to avoid friction<\/strong><\/h3>\n<p data-block-id=\"7gv9v\">Waiting for customers to come to us with problems is a reactive approach, and it\u2019s often too late. That&#8217;s why we focus on <a href=\"https:\/\/userpilot.com\/blog\/proactive-customer-service\/\" target=\"_blank\" rel=\"noopener noreferrer\">proactive customer service<\/a>.<\/p>\n<p data-block-id=\"4mqn4\">This approach means using data to anticipate needs and offer solutions before friction builds. Suppose our analytics show a user struggling with a particular workflow. In that case, we might trigger a short <a href=\"https:\/\/userpilot.com\/blog\/in-app-messaging\/\" target=\"_blank\" rel=\"noopener noreferrer\">in-app message<\/a> offering a quick tip or directing them to a relevant help article.<\/p>\n<p data-block-id=\"evm4b\">Our new Product Growth AI Agent makes this process even easier. Think of it as your AI teammate that uncovers opportunities and builds targeted solutions. The Agent analyzes product data and user insights from surveys and <a href=\"https:\/\/userpilot.com\/blog\/what-is-session-replay\/\" target=\"_blank\" rel=\"noopener noreferrer\">session replays<\/a>, detects anomalies and drop-offs, clusters feedback, and explains the why behind friction.<\/p>\n<p data-block-id=\"1btmv\">Instead of just sending an alert, it automatically creates the perfect in-app message, tour, or survey needed to solve the issue. You can then launch the solution to the right audience with a single click, no code or developers required. The Agent continuously monitors results and optimizes solutions, doubling down on what works and replacing what doesn&#8217;t.<\/p>\n<div style=\"width: 640px;\" class=\"wp-video\"><!--[if lt IE 9]><script>document.createElement('video');<\/script><![endif]-->\n<video class=\"wp-video-shortcode\" id=\"video-440601-1\" width=\"640\" height=\"387\" preload=\"metadata\" controls=\"controls\"><source type=\"video\/mp4\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/Agent-animation-.mp4?_=1\" \/><a href=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/Agent-animation-.mp4\">https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/Agent-animation-.mp4<\/a><\/video><\/div>\n<p data-block-id=\"7tn5b\">Userpilot allows us to trigger content based on <a href=\"https:\/\/userpilot.com\/blog\/user-behavior\/\" target=\"_blank\" rel=\"noopener noreferrer\">user behavior<\/a>, which is perfect for proactive interventions. Some might argue this feels like &#8220;hand-holding,&#8221; but I see it as smart, data-driven assistance that prevents frustration and improves the user&#8217;s ability to succeed independently.<\/p>\n<h3 id=\"1lec\" data-block-id=\"1lec\"><strong>Build product communities to foster customer relationships<\/strong><\/h3>\n<p data-block-id=\"7a64o\">Users seek connection with peers who share their interests. Fostering a <a href=\"https:\/\/userpilot.com\/blog\/how-to-build-a-successful-community-for-your-product\/\" target=\"_blank\" rel=\"noopener noreferrer\">product community<\/a> or loyalty program creates a sense of belonging, driving customer engagement that extends beyond just using the products and services. This community could be a forum for sharing tips, a Slack group for advanced users, or even user-generated content campaigns. The goal is to make users feel like they&#8217;re part of something bigger.<\/p>\n<p data-block-id=\"52nvu\">There are several thriving product communities we can call to mind:<\/p>\n<ul>\n<li>Notion has built a flourishing community where users share templates, tips, and creative use cases.<\/li>\n<li>Figma&#8217;s community platform lets designers showcase their work and download resources created by other users.<\/li>\n<li>Salesforce&#8217;s Trailblazer Community connects users worldwide to ask questions, share best practices, and attend local meetups.<\/li>\n<\/ul>\n<p data-block-id=\"bc6e1\">These communities don&#8217;t just support the product; they become a competitive advantage that increases <a href=\"https:\/\/userpilot.com\/blog\/customer-loyalty\/\" target=\"_blank\" rel=\"noopener noreferrer\">customer loyalty<\/a> and reduces churn.<\/p>\n<h3 id=\"7odt9\" data-block-id=\"7odt9\"><strong>Leverage feedback to improve customer engagement strategy<\/strong><\/h3>\n<p data-block-id=\"d457e\">I consider feedback a gift, and we treat it as such. We actively seek out <a href=\"https:\/\/userpilot.com\/blog\/customer-feedback-strategy\/\" target=\"_blank\" rel=\"noopener noreferrer\">customer feedback<\/a> through various channels and, crucially, act on it. This means not only collecting <a href=\"https:\/\/userpilot.com\/blog\/in-app-surveys\/\" target=\"_blank\" rel=\"noopener noreferrer\">in-app surveys<\/a> but also closing the feedback loop by showing users how their input has led to improvements. When users see their suggestions come to life, their engagement deepens.<\/p>\n<p data-block-id=\"50s63\">Userpilot makes it easy to create and deploy surveys and other <a href=\"https:\/\/userpilot.com\/blog\/customer-feedback-systems\/\" target=\"_blank\" rel=\"noopener noreferrer\">feedback systems<\/a> directly in-app. This process directly refutes the idea that &#8220;a good product is enough,&#8221; because even excellent products benefit from continuous, user-driven refinement.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/user-feedback-templates_3135d2c54b26fb9150eb064e2697f283_800.png 1x, https:\/\/images.storychief.com\/account_6827\/user-feedback-templates_3135d2c54b26fb9150eb064e2697f283_1600.png 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/user-feedback-templates_3135d2c54b26fb9150eb064e2697f283_800.png 1x, https:\/\/images.storychief.com\/account_6827\/user-feedback-templates_3135d2c54b26fb9150eb064e2697f283_1600.png 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/user-feedback-templates_3135d2c54b26fb9150eb064e2697f283_800.png\" alt=\"Userpilot\u2019s user experience templates.\" \/><\/picture><figcaption>Userpilot\u2019s user survey templates.<\/figcaption><\/figure>\n<p data-block-id=\"d9omu\">Our Product Growth AI Agent can <a href=\"https:\/\/userpilot.com\/blog\/feedback-analysis\/\" target=\"_blank\" rel=\"noopener noreferrer\">analyze feedback<\/a> at scale, cluster user pain points by theme, and recommend specific actions to address the most pressing issues. Instead of manually sifting through hundreds of survey responses, the Agent identifies patterns and suggests solutions, letting you focus on implementation rather than <a href=\"https:\/\/userpilot.com\/blog\/analyze-customer-data\/\">customer data analysis<\/a>.<\/p>\n<div style=\"width: 640px;\" class=\"wp-video\"><video class=\"wp-video-shortcode\" id=\"video-440601-2\" width=\"640\" height=\"384\" preload=\"metadata\" controls=\"controls\"><source type=\"video\/mp4\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/UP_Survey-v1.mp4?_=2\" \/><a href=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/UP_Survey-v1.mp4\">https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/UP_Survey-v1.mp4<\/a><\/video><\/div>\n<h2 id=\"akovh\" data-block-id=\"akovh\"><strong>Customer engagement examples from real brands<\/strong><\/h2>\n<p data-block-id=\"am0fp\">Here are three examples of how product teams use Userpilot to drive meaningful customer engagement across different use cases.<\/p>\n<h3 id=\"a2em\" data-block-id=\"a2em\">Kommunicate: Driving feature adoption through interactive onboarding<\/h3>\n<p data-block-id=\"dr4os\"><a href=\"https:\/\/userpilot.com\/blog\/kommunicate-case-study\/\" target=\"_blank\" rel=\"noopener noreferrer\">Kommunicate.io<\/a>\u2019s customers were unaware of many features, which impacted how users perceived the product&#8217;s value. Users weren&#8217;t getting the full benefit of what they&#8217;d paid for simply because they didn&#8217;t know certain capabilities existed.<\/p>\n<p data-block-id=\"cjggq\">By implementing <a href=\"https:\/\/userpilot.com\/blog\/user-onboarding-checklist-tips\/\" target=\"_blank\" rel=\"noopener noreferrer\">onboarding checklists<\/a>, interactive walkthroughs, and a notification bar using Userpilot, Kommunicate made feature discovery seamless. The results speak for themselves: chatbot integration increased by 15%, overall feature adoption rose by 4%, and key feature usage climbed by 3%. These improvements directly translated to effective customer engagement and higher <a href=\"https:\/\/userpilot.com\/blog\/product-value\/\">perceived product value<\/a>.<\/p>\n<h3 id=\"4p590\" data-block-id=\"4p590\">Talana: Replacing high-cost tools with dynamic engagement<\/h3>\n<p data-block-id=\"86no6\"><a href=\"https:\/\/userpilot.com\/blog\/talana-case-study\/\" target=\"_blank\" rel=\"noopener noreferrer\">Talana<\/a> struggled with Intercom&#8217;s limitations as it didn&#8217;t support dynamic attributes for onboarding flows and had high pricing that didn&#8217;t match the value received. They needed a solution that could create personalized onboarding experiences while improving <a href=\"https:\/\/userpilot.com\/blog\/self-service-support-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">self-service support<\/a>.<\/p>\n<figure class=\"gallery regular\">\n<div class=\"strchf-gallery\">\n<div class=\"strchf-gallery-preloader\" style=\"background-color: #f8f8f8; line-height: 0; margin-top: 40px; padding: 30% 0; text-align: center; width: 100%;\">\n<div style=\"background: url(data:image\/gif; base64,r0lgodlhlaasapueaodg4kurq9pt0\/j4+jubm9xv1fly8ubm5qampqenp8rkyttu1mjiyli4uoxl5ezs7kysrle3t6cgokghoehh4cpdw9vb25qamr6+vsnjyc\/pz\/hx8b29vctexmlcwra2tuli4qqqquvr666urq+vr+tk5nra2pycnj+fn\/pz8waaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaach\/c05fvfndqvbfmi4waweaaaah+qqeawd\/acwaaaaalaasaaadpji63p4wykmrvtjrzbv\/yciozgmeakqubou+cewcqqdaaueekccyuv3vv6lzzmikcslsop\/qqhrkrvqvweucach5baudaaaalakafaaoaaqaaauvodjncmceqgrokbpfkhc3wctkjx2gach5baudaaaalagaewaqaayaaauiiaach2iej0qqegoaxriujwqsxjet9xktmrxljykzserucaah+qqfawaaacwiabmaggagaaafkydwznkdngiqrg\/heuzqwauqviqiu3rtglextmxh1uq\/xizyo55giqxtgqiaifkebqmaaaascaataboabgaabsqgqaeiaz5owpojansdoc5qrdoq1diajqe63er0qsh4lsfpfqiaifkebqmaaaascaauaboabaaabrogii6kseeqvzbvwkii7baf+8a2vtvjmfkaeaah+qqfawaaacwiabmaggagaaafkcagjuroggvaomlfeju6krjovc+ank1t4wrdibdqvwi+h0lbup18gbaaifkebqmaaaascaatabsabgaabtpgmfiwaj7hca6nrlzsal1qpdzp+l4luhoq1qnm+fvmh1\/qrzamxddwjfcl4uwk222pdqeaifkebqmaaaascaatabsabgaabtmgadypajpplpvnk36v+xaiwz7bsmz32con4e+0ww1nwiaragpkaacbtlcrkvxwhakhdqeaifkebqmaaaascaatabsabgaabjpaagawebqniayddgwafzojxsleujmcw0airbsdycnginl2v2hwgddwjbif6re6x2aoqmk4cil6\/0rbach5baudaaaalakaewaaaayaaauticcojecjz1lsuzssr6kucljeil4yjf8mioro1yv+giyxkhyt0ril1yrbakpcach5baudaaaalakaewabaayaaau3iccojhbk2vgohieamuawb2etaunzhqdzmpxirlcudeqyueg0kpc3vmxgqt1ypf1xttopsmdzcaah+qqfawaaacwjabmagwagaaagmccbceguwixf4uewxcafegba8gxjq4odlfm0skvi5rew3ca933bzzhrwr+\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\/iqah+qqfawaaacwjabqadgaeaaaggcbup5mcgi9id4hgqsipbyxteyqkpuxqmqgaifkebqmaawascqauaa4abaaaag9eaqploc6webdgmq26raaaow==); display: block; height: 44px; margin: 0 auto -44px; position: relative; top: -22px; width: 44px;\"><\/div>\n<\/div>\n<div class=\"strchf-gallery-images\" style=\"display: none;\">\n<div style=\"max-width: 100%; padding: 0; margin: 0;\"><picture style=\"max-width: 100%; padding: 0; margin: 0;\"><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/checklist-firma-digital-800_20740c31a874f171b75a0e480a3e7650_800.png 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/checklist-firma-digital-800_20740c31a874f171b75a0e480a3e7650_800.png 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" style=\"max-width: 100%; padding: 0; margin: 0 auto 0 auto;\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/checklist-firma-digital-800_20740c31a874f171b75a0e480a3e7650_800.png\" \/><\/picture><\/div>\n<div style=\"max-width: 100%; padding: 0; margin: 0;\"><picture style=\"max-width: 100%; padding: 0; margin: 0;\"><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/tooltip-rem-800_20740c31a874f171b75a0e480a3e7650_800.png 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/tooltip-rem-800_20740c31a874f171b75a0e480a3e7650_800.png 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" style=\"max-width: 100%; padding: 0; margin: 0 auto 0 auto;\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/tooltip-rem-800_20740c31a874f171b75a0e480a3e7650_800.png\" \/><\/picture><\/div>\n<div style=\"max-width: 100%; padding: 0; margin: 0;\"><picture style=\"max-width: 100%; padding: 0; margin: 0;\"><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/resource-center-800_20740c31a874f171b75a0e480a3e7650_800.png 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/resource-center-800_20740c31a874f171b75a0e480a3e7650_800.png 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" style=\"max-width: 100%; padding: 0; margin: 0 auto 0 auto;\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/resource-center-800_20740c31a874f171b75a0e480a3e7650_800.png\" \/><\/picture><\/div>\n<\/div>\n<div class=\"strchf-gallery-controls\" style=\"display: none;\">\n<div class=\"strchf-gallery-control-prev\" role=\"button\">\u2039<\/div>\n<div class=\"strchf-gallery-control-next\" role=\"button\">\u203a<\/div>\n<\/div>\n<div class=\"strchf-gallery-nav\" style=\"display: none;\">\n<div role=\"button\"><\/div>\n<div role=\"button\"><\/div>\n<div role=\"button\"><\/div>\n<\/div>\n<\/div><figcaption>Talana experience.<\/figcaption><\/figure>\n<p data-block-id=\"d8t62\">After implementing Userpilot, Talana saw remarkable engagement improvements.<\/p>\n<blockquote data-block-id=\"ebe6i\"><p>About 35.6% of users engaged with modals, banners, and pop-up messages, while 31% interacted with <a href=\"https:\/\/userpilot.com\/blog\/what-are-tooltips\/\" target=\"_blank\" rel=\"noopener noreferrer\">tooltips<\/a>.<\/p><\/blockquote>\n<p data-block-id=\"9i27c\">The integration of Userpilot&#8217;s resource center also gave their help content far greater visibility, reducing support tickets and empowering users to find answers independently.<\/p>\n<figure class=\"video strchf-type-video regular strchf-size-regular strchf-align-center\">\n<div class=\"embed-container\">\n<div class=\"bookmark-container\" style=\"display: flex;\">\n<p>&nbsp;<\/p>\n<div class=\"bookmark-focusable\" style=\"user-select: none; transition: background 20ms ease-in 0s; cursor: pointer; width: 100%; display: flex; flex-wrap: wrap-reverse; align-items: stretch; text-align: left; overflow: hidden; border: 1px solid rgba(55, 53, 47, 0.16); border-radius: 3px; position: relative; color: inherit;\">\n<div style=\"flex: 4 1 180px; padding: 12px 14px 14px; overflow: hidden; text-align: left;\">\n<div class=\"bookmark-title\" style=\"font-size: 14px; line-height: 20px; color: #37352f; white-space: nowrap; overflow: hidden; text-overflow: ellipsis; min-height: 24px; margin-bottom: 2px;\">From Intercom to Userpilot: How Talana Enhanced Customer Onboarding<\/div>\n<div class=\"bookmark-description\" style=\"font-size: 12px; line-height: 16px; color: rgba(55, 53, 47, 0.6); height: 32px; overflow: hidden;\">Read to find out why Talana decided to switch from Intercom to Userpilot as their onboarding solution. And how they used it to improve CX.<\/div>\n<div class=\"bookmark-domain\" style=\"display: flex; margin-top: 6px;\">\n<div style=\"font-size: 12px; line-height: 16px; color: #37352f; white-space: nowrap; overflow: hidden; text-overflow: ellipsis;\">userpilot.com<\/div>\n<\/div>\n<\/div>\n<div class=\"bookmark-image\" style=\"flex: 1 1 180px; display: block; position: relative;\">\n<div style=\"position: absolute; top: 0; left: 0; right: 0; bottom: 0;\">\n<div style=\"width: 100%; height: 100%;\"><img decoding=\"async\" style=\"display: block; object-fit: cover; border-radius: 1px; background: white; width: 100%; height: 100%;\" role=\"presentation\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2024\/08\/how-talana-enhanced-customer-onboarding-with-userpilot-over-intercom-1_9f1e21267b99baa49ff3e068e8b89b5f_2000.png\" \/><\/div>\n<\/div>\n<\/div>\n<\/div>\n<p>&nbsp;<\/p>\n<\/div>\n<\/div><figcaption>Discover more.<\/figcaption><\/figure>\n<h3 id=\"9v5kf\" data-block-id=\"9v5kf\">Cledara: Scaling onboarding beyond high-touch approaches<\/h3>\n<p data-block-id=\"45j0m\"><a href=\"https:\/\/userpilot.com\/blog\/cledara-case-study\/\" target=\"_blank\" rel=\"noopener noreferrer\">Cledara<\/a>\u2019s high-touch onboarding process wasn&#8217;t scalable. Their internal tool lacked proper segmentation capabilities, making it impossible to deliver personalized experiences as they grew.<\/p>\n<p data-block-id=\"9euci\">After testing Intercom and choosing Userpilot for in-app <a href=\"https:\/\/userpilot.com\/blog\/new-feature-announcement-guide\/\" target=\"_blank\" rel=\"noopener noreferrer\">feature announcements<\/a>, communication flows, <a href=\"https:\/\/userpilot.com\/blog\/types-of-nps-surveys\/\">and NPS surveys<\/a>, Cledara saw immediate results. Within just one week, customer engagement improved dramatically.<\/p>\n<blockquote data-block-id=\"7mopq\"><p>In-app messages improved response time by 88%, gathering the same level of interest in 1 week that previously took 8 weeks via email.<\/p><\/blockquote>\n<p data-block-id=\"fc2k5\">This shift gave Cledara better control over the user experience while dramatically accelerating engagement.<\/p>\n<figure class=\"video strchf-type-video regular strchf-size-regular strchf-align-center\">\n<div class=\"embed-container\">\n<div class=\"bookmark-container\" style=\"display: flex;\">\n<p>&nbsp;<\/p>\n<div class=\"bookmark-focusable\" style=\"user-select: none; transition: background 20ms ease-in 0s; cursor: pointer; width: 100%; display: flex; flex-wrap: wrap-reverse; align-items: stretch; text-align: left; overflow: hidden; border: 1px solid rgba(55, 53, 47, 0.16); border-radius: 3px; position: relative; color: inherit;\">\n<div style=\"flex: 4 1 180px; padding: 12px 14px 14px; overflow: hidden; text-align: left;\">\n<div class=\"bookmark-title\" style=\"font-size: 14px; line-height: 20px; color: #37352f; white-space: nowrap; overflow: hidden; text-overflow: ellipsis; min-height: 24px; margin-bottom: 2px;\">How Cledara Streamlined <a href=\"https:\/\/userpilot.com\/blog\/in-app-communication\/\">In-App Communication and<\/a> Engagement With Userpilot<\/div>\n<div class=\"bookmark-description\" style=\"font-size: 12px; line-height: 16px; color: rgba(55, 53, 47, 0.6); height: 32px; overflow: hidden;\">Read to learn how Cledara leveraged Userpilot to improve customer communication in-app. Discover key features for <a href=\"https:\/\/userpilot.com\/blog\/user-engagement\/\">targeted user engagement<\/a>.<\/div>\n<div class=\"bookmark-domain\" style=\"display: flex; margin-top: 6px;\">\n<div style=\"font-size: 12px; line-height: 16px; color: #37352f; white-space: nowrap; overflow: hidden; text-overflow: ellipsis;\">userpilot.com<\/div>\n<\/div>\n<\/div>\n<div class=\"bookmark-image\" style=\"flex: 1 1 180px; display: block; position: relative;\">\n<div style=\"position: absolute; top: 0; left: 0; right: 0; bottom: 0;\">\n<div style=\"width: 100%; height: 100%;\"><img decoding=\"async\" style=\"display: block; object-fit: cover; border-radius: 1px; background: white; width: 100%; height: 100%;\" role=\"presentation\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2024\/08\/How-Cledara-Increased-Customer-Engagement-in-Just-1-Week-With-Userpilot-1.png\" \/><\/div>\n<\/div>\n<\/div>\n<\/div>\n<p>&nbsp;<\/p>\n<\/div>\n<\/div><figcaption>Discover more.<\/figcaption><\/figure>\n<h2 id=\"6g9op\" data-block-id=\"6g9op\"><strong>How to leverage customer engagement with Userpilot<\/strong><\/h2>\n<p data-block-id=\"3kp2j\">As a PLG marketer, I need platforms that empower me to build, manage, and analyze user experiences independently. This is where <a href=\"https:\/\/userpilot.com\/blog\/best-customer-engagement-platforms\/\" target=\"_blank\" rel=\"noopener noreferrer\">customer engagement platforms<\/a> shine, and why I advocate for tools like Userpilot as my core platform.<\/p>\n<p data-block-id=\"27qme\">Userpilot, for example, allows product teams to deliver personalized in-app experiences, increasing customer engagement growth metrics at every stage of the user journey. It&#8217;s a <a href=\"https:\/\/docs.userpilot.com\/getting-started\/what-is-userpilot\" target=\"_blank\" rel=\"noopener noreferrer\">product growth platform<\/a> that&#8217;s particularly strong for:<\/p>\n<ul>\n<li><strong>Deliver interactive onboarding &amp; guidance:<\/strong> Build <a href=\"https:\/\/docs.userpilot.com\/in-app-engagement\/flows\/getting-started\/create-flow\" target=\"_blank\" rel=\"noopener noreferrer\">flows<\/a> that guide new customers to their &#8220;Aha!&#8221; moment faster. For complex setups, use <a href=\"https:\/\/docs.userpilot.com\/in-app-engagement\/checklists\/create-checklist\" target=\"_blank\" rel=\"noopener noreferrer\">checklists<\/a> to break down tasks into manageable steps, reducing friction and improving time-to-value. You can even <a href=\"https:\/\/docs.userpilot.com\/in-app-engagement\/flows\/CE\/localize\" target=\"_blank\" rel=\"noopener noreferrer\">localize flows<\/a> for a global user base.<\/li>\n<li><strong>Empower self-service support channels:<\/strong> Our <a href=\"https:\/\/docs.userpilot.com\/in-app-engagement\/resource-center\/overview\" target=\"_blank\" rel=\"noopener noreferrer\">Resource Center<\/a> within the app offers on-demand help, housing our <a href=\"https:\/\/userpilot.com\/blog\/knowledge-base\/\">knowledge base articles<\/a>, FAQs, and even video tutorials. Userpilot also integrates with support tools like <a href=\"https:\/\/docs.userpilot.com\/in-app-engagement\/resource-center\/zendesk-integration\" target=\"_blank\" rel=\"noopener noreferrer\">Zendesk<\/a> to surface relevant articles right where users need them.<\/li>\n<li><strong>Streamline <a href=\"https:\/\/userpilot.com\/blog\/in-app-feedback\/\">in-app feedback collection<\/a>:<\/strong> Create <a href=\"https:\/\/docs.userpilot.com\/user-feedback\/surveys\/create-survey\" target=\"_blank\" rel=\"noopener noreferrer\">in-app surveys<\/a> to gather <a href=\"https:\/\/userpilot.com\/blog\/customer-feedback\/\">customer feedback on<\/a> new features, usability, and overall satisfaction. Deploy CSAT surveys and track customer sentiment to understand how users feel about our product or service. This direct, contextual feedback is invaluable for better customer engagement.<\/li>\n<li><strong>Unlock actionable product analytics:<\/strong> Userpilot&#8217;s analytics engine provides detailed insights into customer behavior, flow performance, and <a href=\"https:\/\/docs.userpilot.com\/product-analytics\/dashboards\/user-activation\" target=\"_blank\" rel=\"noopener noreferrer\">user activation<\/a>. Build <a href=\"https:\/\/docs.userpilot.com\/product-analytics\/dashboards\/custom-dashboards\" target=\"_blank\" rel=\"noopener noreferrer\">custom dashboards<\/a> to track specific metrics that align with your PLG goals. Measure customer engagement across the entire journey, from activation to retention, across in-app, mobile, and email.<\/li>\n<li><strong>Automate personalized workflows:<\/strong> With Userpilot&#8217;s workflow automation, orchestrate multi-step engagement strategies that adapt based on user actions. Trigger personalized messages at key customer interactions, ensuring relevant communication whether users are exploring features or hitting friction points.<\/li>\n<\/ul>\n<figure class=\"gallery regular\">\n<div class=\"strchf-gallery\">\n<div class=\"strchf-gallery-preloader\" style=\"background-color: #f8f8f8; line-height: 0; margin-top: 40px; padding: 30% 0; text-align: center; width: 100%;\">\n<div style=\"background: url(data:image\/gif; base64,r0lgodlhlaasapueaodg4kurq9pt0\/j4+jubm9xv1fly8ubm5qampqenp8rkyttu1mjiyli4uoxl5ezs7kysrle3t6cgokghoehh4cpdw9vb25qamr6+vsnjyc\/pz\/hx8b29vctexmlcwra2tuli4qqqquvr666urq+vr+tk5nra2pycnj+fn\/pz8waaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaach\/c05fvfndqvbfmi4waweaaaah+qqeawd\/acwaaaaalaasaaadpji63p4wykmrvtjrzbv\/yciozgmeakqubou+cewcqqdaaueekccyuv3vv6lzzmikcslsop\/qqhrkrvqvweucach5baudaaaalakafaaoaaqaaauvodjncmceqgrokbpfkhc3wctkjx2gach5baudaaaalagaewaqaayaaauiiaach2iej0qqegoaxriujwqsxjet9xktmrxljykzserucaah+qqfawaaacwiabmaggagaaafkydwznkdngiqrg\/heuzqwauqviqiu3rtglextmxh1uq\/xizyo55giqxtgqiaifkebqmaaaascaataboabgaabsqgqaeiaz5owpojansdoc5qrdoq1diajqe63er0qsh4lsfpfqiaifkebqmaaaascaauaboabaaabrogii6kseeqvzbvwkii7baf+8a2vtvjmfkaeaah+qqfawaaacwiabmaggagaaafkcagjuroggvaomlfeju6krjovc+ank1t4wrdibdqvwi+h0lbup18gbaaifkebqmaaaascaatabsabgaabtpgmfiwaj7hca6nrlzsal1qpdzp+l4luhoq1qnm+fvmh1\/qrzamxddwjfcl4uwk222pdqeaifkebqmaaaascaatabsabgaabtmgadypajpplpvnk36v+xaiwz7bsmz32con4e+0ww1nwiaragpkaacbtlcrkvxwhakhdqeaifkebqmaaaascaatabsabgaabjpaagawebqniayddgwafzojxsleujmcw0airbsdycnginl2v2hwgddwjbif6re6x2aoqmk4cil6\/0rbach5baudaaaalakaewaaaayaaauticcojecjz1lsuzssr6kucljeil4yjf8mioro1yv+giyxkhyt0ril1yrbakpcach5baudaaaalakaewabaayaaau3iccojhbk2vgohieamuawb2etaunzhqdzmpxirlcudeqyueg0kpc3vmxgqt1ypf1xttopsmdzcaah+qqfawaaacwjabmagwagaaagmccbceguwixf4uewxcafegba8gxjq4odlfm0skvi5rew3ca933bzzhrwr+\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\/iqah+qqfawaaacwjabqadgaeaaaggcbup5mcgi9id4hgqsipbyxteyqkpuxqmqgaifkebqmaawascqauaa4abaaaag9eaqploc6webdgmq26raaaow==); display: block; height: 44px; margin: 0 auto -44px; position: relative; top: -22px; width: 44px;\"><\/div>\n<\/div>\n<div class=\"strchf-gallery-images\" style=\"display: none;\">\n<div style=\"max-width: 100%; padding: 0; margin: 0;\"><picture style=\"max-width: 100%; padding: 0; margin: 0;\"><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/create-in-app-messages-in-userpilot_44db93c1e2157eee11c93eda9b52964b_800.png 1x, https:\/\/images.storychief.com\/account_6827\/create-in-app-messages-in-userpilot_44db93c1e2157eee11c93eda9b52964b_1600.png 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/create-in-app-messages-in-userpilot_44db93c1e2157eee11c93eda9b52964b_800.png 1x, https:\/\/images.storychief.com\/account_6827\/create-in-app-messages-in-userpilot_44db93c1e2157eee11c93eda9b52964b_1600.png 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" style=\"max-width: 100%; padding: 0; margin: 0 auto 0 auto;\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/create-in-app-messages-in-userpilot_44db93c1e2157eee11c93eda9b52964b_800.png\" \/><\/picture><\/div>\n<div style=\"max-width: 100%; padding: 0; margin: 0;\"><picture style=\"max-width: 100%; padding: 0; margin: 0;\"><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/create-a-model-with-userpilot_44db93c1e2157eee11c93eda9b52964b_800.png 1x, https:\/\/images.storychief.com\/account_6827\/create-a-model-with-userpilot_44db93c1e2157eee11c93eda9b52964b_1600.png 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/create-a-model-with-userpilot_44db93c1e2157eee11c93eda9b52964b_800.png 1x, https:\/\/images.storychief.com\/account_6827\/create-a-model-with-userpilot_44db93c1e2157eee11c93eda9b52964b_1600.png 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" style=\"max-width: 100%; padding: 0; margin: 0 auto 0 auto;\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/create-a-model-with-userpilot_44db93c1e2157eee11c93eda9b52964b_800.png\" \/><\/picture><\/div>\n<div style=\"max-width: 100%; padding: 0; margin: 0;\"><picture style=\"max-width: 100%; padding: 0; margin: 0;\"><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/localizing-flows-in-userpilot_da1c7c869669d70f5569534cda082501_800.png 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/localizing-flows-in-userpilot_da1c7c869669d70f5569534cda082501_800.png 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" style=\"max-width: 100%; padding: 0; margin: 0 auto 0 auto;\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/localizing-flows-in-userpilot_da1c7c869669d70f5569534cda082501_800.png\" \/><\/picture><\/div>\n<div style=\"max-width: 100%; padding: 0; margin: 0;\"><picture style=\"max-width: 100%; padding: 0; margin: 0;\"><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/resource-center_ab18a2143692c26b2b235b3b81df438f_800.png 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/resource-center_ab18a2143692c26b2b235b3b81df438f_800.png 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" style=\"max-width: 100%; padding: 0; margin: 0 auto 0 auto;\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/resource-center_ab18a2143692c26b2b235b3b81df438f_800.png\" \/><\/picture><\/div>\n<div style=\"max-width: 100%; padding: 0; margin: 0;\"><picture style=\"max-width: 100%; padding: 0; margin: 0;\"><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/survey-templates-in-userpilot_48e504164f6610d1b7ccaa33041624c9_800.png 1x, https:\/\/images.storychief.com\/account_6827\/survey-templates-in-userpilot_48e504164f6610d1b7ccaa33041624c9_1600.png 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/survey-templates-in-userpilot_48e504164f6610d1b7ccaa33041624c9_800.png 1x, https:\/\/images.storychief.com\/account_6827\/survey-templates-in-userpilot_48e504164f6610d1b7ccaa33041624c9_1600.png 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" style=\"max-width: 100%; padding: 0; margin: 0 auto 0 auto;\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/survey-templates-in-userpilot_48e504164f6610d1b7ccaa33041624c9_800.png\" \/><\/picture><\/div>\n<div style=\"max-width: 100%; padding: 0; margin: 0;\"><picture style=\"max-width: 100%; padding: 0; margin: 0;\"><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/userpilot-new-user-activation-dashboard_12ed36b6ea8aa5e25136644cec86503e_800.png 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/userpilot-new-user-activation-dashboard_12ed36b6ea8aa5e25136644cec86503e_800.png 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" style=\"max-width: 100%; padding: 0; margin: 0 auto 0 auto;\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/userpilot-new-user-activation-dashboard_12ed36b6ea8aa5e25136644cec86503e_800.png\" \/><\/picture><\/div>\n<\/div>\n<div class=\"strchf-gallery-controls\" style=\"display: none;\">\n<div class=\"strchf-gallery-control-prev\" role=\"button\">\u2039<\/div>\n<div class=\"strchf-gallery-control-next\" role=\"button\">\u203a<\/div>\n<\/div>\n<div class=\"strchf-gallery-nav\" style=\"display: none;\">\n<div role=\"button\"><\/div>\n<div role=\"button\"><\/div>\n<div role=\"button\"><\/div>\n<div role=\"button\"><\/div>\n<div role=\"button\"><\/div>\n<div role=\"button\"><\/div>\n<\/div>\n<\/div>\n<\/figure>\n<h2 id=\"3riol\" data-block-id=\"3riol\"><strong>Other customer engagement tools based on your needs<\/strong><\/h2>\n<p data-block-id=\"dn2ko\">While Userpilot excels at product-led engagement, different tools serve specific needs across your customer engagement marketing strategy and <a href=\"https:\/\/userpilot.com\/blog\/customer-journey-touchpoints-examples\/\" target=\"_blank\" rel=\"noopener noreferrer\">journey touchpoints<\/a>. Here&#8217;s a comparison table of some of the best customer engagement platforms:<\/p>\n<figure class=\"strchf-table\">\n<table>\n<thead>\n<tr>\n<th><strong>Tool<\/strong><\/th>\n<th><strong>Use case<\/strong><\/th>\n<th><strong>Pricing<\/strong><\/th>\n<th><strong>G2 rating<\/strong><\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><strong>UserGuiding<\/strong><\/td>\n<td><a href=\"https:\/\/userpilot.com\/blog\/user-onboarding\/\">User onboarding on<\/a> a budget<\/td>\n<td>Start from $69\/month (billed annually)<\/td>\n<td>4.7<\/td>\n<\/tr>\n<tr>\n<td><strong>Appcues<\/strong><\/td>\n<td><a href=\"https:\/\/userpilot.com\/blog\/product-adoption-saas\/\">Product adoption and<\/a> onboarding tours<\/td>\n<td>Start from $249\/month (billed annually)<\/td>\n<td>4.6<\/td>\n<\/tr>\n<tr>\n<td><strong>Chameleon<\/strong><\/td>\n<td>Advanced product tours<\/td>\n<td>Start from $279 \/month<\/td>\n<td>4.4<\/td>\n<\/tr>\n<tr>\n<td><strong>Whatfix<\/strong><\/td>\n<td>Enterprise <a href=\"https:\/\/userpilot.com\/blog\/tag\/adoption-strategy\/\">digital adoption<\/a><\/td>\n<td>Custom pricing<\/td>\n<td>4.6<\/td>\n<\/tr>\n<tr>\n<td><strong>Intercom<\/strong><\/td>\n<td>Customer support and messaging<\/td>\n<td>Start from $29per seat\/month (billed annually)<\/td>\n<td>4.5<\/td>\n<\/tr>\n<tr>\n<td><strong>HubSpot<\/strong><\/td>\n<td>Marketing automation and CRM<\/td>\n<td>Free, paid plans from $9per seat\/month (billed annually)<\/td>\n<td>4.4<\/td>\n<\/tr>\n<tr>\n<td><strong>Zendesk<\/strong><\/td>\n<td>Customer support ticketing<\/td>\n<td>From $19\/agent\/month (billed annually)<\/td>\n<td>4.3<\/td>\n<\/tr>\n<tr>\n<td><strong>Mailchimp<\/strong><\/td>\n<td>Email marketing campaigns<\/td>\n<td>Free, paid plans from $10\/month for the first 12 months (billed annually)<\/td>\n<td>4.3<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/figure>\n<h2 id=\"123ff\" data-block-id=\"123ff\"><strong>Turn customer engagement into your competitive advantage<\/strong><\/h2>\n<p data-block-id=\"139d8\">Customer engagement is a continuous journey, not a destination. This journey goes beyond keeping users happy. Instead, it transforms them into lifelong customers who fuel your growth through word-of-mouth and loyalty.<\/p>\n<p data-block-id=\"3tnam\">By integrating strategy, metrics, and powerful platforms like Userpilot, you shift from just &#8220;having customers&#8221; to &#8220;engaging with partners,&#8221; ensuring your product achieves sustainable growth in 2026 and beyond.<\/p>\n<p data-block-id=\"d3oht\">Ready to improve your customer engagement strategy? <a href=\"https:\/\/userpilot.com\/userpilot-demo\" target=\"_blank\" rel=\"noopener noreferrer\">Book a demo<\/a> and discover how easy it is to create and measure experiences that turn new customers into brand advocates.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Most SaaS companies think they have a customer engagement strategy&#8230; until churn exposes the truth. Customer engagement demands a proactive, strategic focus on fostering meaningful two-way interactions and meticulously measuring impact. It also involves implementing successful customer engagement strategies and using platforms like Userpilot to cultivate customer loyalty and drive continuous product success. In this guide, I\u2019ll walk you through what customer engagement truly means, how to measure its impact, the strategies that consistently deliver, and platforms that make it all possible.<\/p>\n","protected":false},"author":64,"featured_media":555402,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"footnotes":""},"categories":[488],"tags":[332,6629,5131,619,316],"class_list":["post-440601","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-user-engagement","tag-customer-engagement","tag-engagement-metrics","tag-engagement-strategy","tag-product-engagement","tag-user-engagement"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Customer Engagement: Definition, Metrics, Strategies &amp; Best Platforms (2026 Guide)<\/title>\n<meta name=\"description\" content=\"Discover key strategies for effective customer engagement and learn how to enhance loyalty and satisfaction. 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