{"id":7406,"date":"2017-01-06T12:45:37","date_gmt":"2017-01-06T12:45:37","guid":{"rendered":"http:\/\/intercom.com\/blog\/?p=7406"},"modified":"2024-07-25T11:34:28","modified_gmt":"2024-07-25T10:34:28","slug":"before-you-send-your-first-message","status":"publish","type":"post","link":"https:\/\/www.intercom.com\/blog\/before-you-send-your-first-message\/","title":{"rendered":"12 steps to create a great messaging strategy"},"content":{"rendered":"<p class=\"opening_paragraph\">An effective messaging strategy is the bedrock upon which you can build <a href=\"https:\/\/www.intercom.com\/blog\/ways-to-increase-user-engagement\/\" target=\"_blank\" rel=\"noopener noreferrer\">customer engagement<\/a>.<\/p>\n<p>Unless your customers value what you say, any attempt to persuade, educate, or motivate them to use your product will likely fail. They will either mentally or literally unsubscribe from you, and you\u2019ll lose the opportunity to engage them in any way.<\/p>\n<p class=\"quote\">If your message isn\u2019t sent to the right target audience it\u2019ll feel like spam to whoever gets it.<\/p>\n<p><span style=\"font-weight: 400;\">Therefore, customer messaging strategies come in a variety of forms including emotional connection, positioning statement, or unique selling proposition (USP), depending on the overall goal of the marketing strategy.<\/span><\/p>\n<p>To create a message strategy that has real impact, ask yourself these 12 questions each time you send a message. Answer all 12, and you can be sure you\u2019re sending the right message in the right tone to the right person at the right time through the right medium.<\/p>\n<h2 id=\"12-questions-to-ask-each-time-you-send-a-message\"><span style=\"font-weight: 400;\">12 questions to ask each time you send a message<\/span><\/h2>\n<h3>1. What\u2019s the context?<\/h3>\n<p>We\u2019ve all been handed a flyer on the street for a restaurant we\u2019ll never eat at. It\u2019s irritating. Not because the restaurant is offering a bad deal. It\u2019s because a flyer about pizza doesn\u2019t matter when we\u2019ve just filled up on sushi. These marketing messages are totally out of place and appear downright rude.<\/p>\n<p>But imagine if they were always accurate; if you only got the flyer when you were hungry and looking for pizza. Carry on imagining. This level of accuracy isn\u2019t possible out on the street. But it is possible for your customers inside your product.<\/p>\n<p>Context is king for communication, so think carefully about your customers\u2019 environment, location, and activity. (You can figure this out easily thanks to tools like <a href=\"https:\/\/www.fullstory.com\/resources\/session-replay-customer-support\/\">FullStory&#8217;s Session Replay<\/a>)<\/p>\n<h3>2. Who is the target audience?<\/h3>\n<p>If your message isn\u2019t sent to the right audience it\u2019ll feel like spam to whoever gets it. It\u2019s mostly common sense. Don\u2019t send your long-time users a <a href=\"https:\/\/www.intercom.com\/blog\/designing-onboarding-message-schedule\/\" target=\"_blank\" rel=\"noopener noreferrer\">welcome message<\/a>. Don\u2019t promote feature X to users if they\u2019re already paying for and using it. Don\u2019t contact your freemium users for feedback about your paid features. Don\u2019t invite customers from California to your meetup in New York. You get the point.<\/p>\n<p>This kind of customer targeting is simple with <a href=\"https:\/\/www.intercom.com\/blog\/customer-engagement\">Intercom<\/a>. You can drill into your userbase to identify the exact groups of users to talk to. Targeting a smaller group means you\u2019ll get fewer replies, but your message will make more sense to more people, so you\u2019ll see higher open, click and reply rates, better quality responses, and fewer negative responses.<\/p>\n<h3>3. What should trigger the message?<\/h3>\n<p>Maybe you want to send the message to everyone 7 days after they sign up, but only if they\u2019re paying you more than $50 dollars per month. Or maybe you only want to talk to customers on your free plan living in the US. You can trigger messages based on any combination of your users\u2019 attributes.<\/p>\n<p>But what about their behavior? Intercom lets you easily <a href=\"https:\/\/docs.intercom.com\/the-intercom-platform\/track-events-in-intercom\">track your users behaviour as Events<\/a>. You can automatically send them messages as soon as these Events happen. Here are some examples:<\/p>\n<ul>\n<li>If a user has just upgraded to your max plan, it\u2019s the perfect time to send them a thank-you message.<\/li>\n<li>If you\u2019re looking for customer feedback on a feature, ask your customers as soon as they use it. But perhaps you want to wait until the tenth time to ask them, because you want feedback from more experienced users.<\/li>\n<li>If someone was using your key feature every day, but hasn\u2019t used it for 30 days, it\u2019s a good time to check-in to see if everything is ok.<\/li>\n<li>Combine as many user attributes and behaviors as necessary to get this right.<\/li>\n<\/ul>\n<h3>4. Where should they receive the message?<\/h3>\n<p><a href=\"https:\/\/www.intercom.com\/blog\/before-you-send-your-first-message\/\" target=\"_blank\" rel=\"noopener noreferrer\">In-app<\/a> messages perform better than email \u2013 they\u2019re up to ten times better than email at engaging your customers. It\u2019s because they feel personal and targeted, and they\u2019re in context. We use <a href=\"https:\/\/www.intercom.com\/blog\/in-app-messaging\/\" target=\"_blank\" rel=\"noopener noreferrer\">in-app messages<\/a> for onboarding our new customers, promoting different parts of Intercom, <a href=\"https:\/\/www.intercom.com\/blog\/customer-feedback-strategy\/\" target=\"_blank\" rel=\"noopener noreferrer\">getting customer feedback<\/a>, and announcing things in-context e.g. \u201cWe\u2019ve just redesigned our Messenger\u201d.<\/p>\n<p>You should target your messages by page, too. If you\u2019re sending a message about changes to your settings, it makes sense to say it when they visit the settings page. Targeting URLs like this <a href=\"https:\/\/docs.intercom.com\/intercom-s-key-features-explained\/sending-messages\/how-auto-messages-work\">is easy in Intercom<\/a>.<\/p>\n<p>But when does email make sense? Emails can still be targeted to the right user, and can be timed correctly, too. But the problem with email is that it\u2019s rarely in context. It makes no sense to ask your users for feedback about your sign up process 2 weeks after they sign up, 3 hours after they shut your app down, and while they\u2019re checking their email on the bus ride home.<\/p>\n<p>Email does still <a href=\"https:\/\/www.intercom.com\/blog\/email-marketing\/\" target=\"_blank\" rel=\"noopener noreferrer\">have its place<\/a>, though. And the key advantage it has over in-apps is that you can guarantee your customers will receive it. There\u2019s no guarantee an in-app message will be sent (they\u2019re only triggered if a user logs into your app). That\u2019s why email is best for critical communications. At Intercom we use it for billing, re-engagement, and one-off, time-sensitive announcements (e.g. \u201cToday we launched our new product, Educate.\u201d)<\/p>\n<p class=\"quote\">It can be tempting to tell your users about every new feature, blog post, or offer. Don\u2019t.<\/p>\n<p><a href=\"https:\/\/www.intercom.com\/blog\/push-notifications\/\" target=\"_blank\" rel=\"noopener noreferrer\">Push notifications<\/a> are the third channel to consider here. Like email, they\u2019re not inside your product, but they\u2019re more disruptive. Our approach at Intercom with <a href=\"https:\/\/www.intercom.com\/blog\/push-notifications\/\" target=\"_blank\" rel=\"noopener noreferrer\">push notifications<\/a> is conservative. Again, the more personal you are the better: if a social media app like Facebook send me a generic push notification to tell me to add more friends, it\u2019s spam. But if they tell me that Brian has replied to my message, I\u2019m interested.<\/p>\n<h3>5. What\u2019s the business goal of this message?<\/h3>\n<p>It can be tempting to tell your users about every new feature, blog post, or offer. Don\u2019t. You might have a whole bunch of things you want to ask your users \u2013 how is feature X doing, or what features are missing? But there\u2019s a fine line between an optimized, helpful message schedule, and one that feels like spam. By limiting the volume of your outbound communication, you\u2019re forced to be exact with the scheduling and content of each message.<\/p>\n<p>Here at Intercom, each message we send has a specific goal. For example, our welcome message invites customers to a demo, which in turn reduces support requests, <span style=\"font-weight: 400;\">enhances the customer experience, and promotes customer success<\/span>. And our re-engagement emails are designed to increase sessions by users who have quit Intercom.<\/p>\n<h3>6. When did you last contact this user?<\/h3>\n<p>Getting more than one message in quick succession feels like spam, regardless of the content. If your all-important product announcement arrives at the same time as your less important, but equally attention grabbing research question, both messages will have less impact.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/intercom.com\/blog\/wp-content\/uploads\/2017\/01\/last-contacted-filter1.png\" alt=\"last contacted filter\" \/><\/p>\n<p>That\u2019s why we built the \u201clast contacted at\u201d filter. You can stop a message from sending until your customer has not been contacted for at least X days. For all but our most important, time-sensitive announcements, we\u2019ll use this filter: \u201clast contacted more than 2 days ago\u201d. Two days is our minimum; we extend this wherever possible.<\/p>\n<h3>7. Are you interrupting your customers?<\/h3>\n<p>Carefully consider the impact of interrupting your customers while they\u2019re in your app. Here\u2019s how we handle this:<\/p>\n<p>If you\u2019re sending a message that doesn\u2019t need a response right away, you should send your message via the least disruptive means possible. In Intercom, that means you\u2019d send the message as:<\/p>\n<ul>\n<li>A badge (which shows the unread message count).<\/li>\n<li>Or as a snippet (which shows the first few words of your message).<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"small alignnone\" src=\"https:\/\/intercom.com\/blog\/wp-content\/uploads\/2017\/01\/snippet.png\" alt=\"message sent as a snippet\" width=\"1600\" height=\"819\" \/><\/p>\n<p>This means that customers can read your message when they\u2019re ready. They can finish the task they came to your website or app to do. They can even come back tomorrow and read your message if they want. Instead of being bombarded with messages, they\u2019re in control of the conversation. We reserve more interruptive messages for our most critical messages. It has to be something that a user must see. This could be a notice of planned maintenance or major design changes.<\/p>\n<p><img decoding=\"async\" class=\"small\" src=\"https:\/\/intercom.com\/blog\/wp-content\/uploads\/2017\/01\/post.png\" alt=\"message sent as post\" \/><\/p>\n<h3>8. Does it feel personal?<\/h3>\n<p>We\u2019re all experts at ignoring messages that aren\u2019t meant specifically for us. Animated ads, over-designed pop-ups, or fake offers for \u201cLive Chat\u201d don\u2019t grab our attention. We\u2019ve trained ourselves <a href=\"https:\/\/en.wikipedia.org\/wiki\/Banner_blindness\">not to see them.<\/a> Similarly, mass marketing emails, and generic, impersonal notifications don\u2019t get our full attention either. Its because we know the message wasn\u2019t written just for us, and so we afford it less importance. The content is rarely as important as a direct note from someone.<\/p>\n<div class=\"post_image_wrapper\"><img decoding=\"async\" src=\"https:\/\/intercom.com\/blog\/wp-content\/uploads\/2017\/01\/spam-email.png\" \/><\/div>\n<p>It\u2019s as much to do with frequency as it is to how they look. How many of these messages do you get a day? How many do you scan over or ignore entirely?<\/p>\n<p>There\u2019s a tendency to over-design and over-send. This coupled with the fact that, until recently, the only way to message many users at once was with a one-size-fits-all mail shot, our communications have been less than personal.<\/p>\n<p>But now it\u2019s easy to send automated mass messages, each personalized to the recipient. This is a better experience for everyone. You accomplish this in three simple ways:<\/p>\n<h4>a. Use a personal looking message<\/h4>\n<p>Here at Intercom, when we\u2019re selecting a message style to send to our customers, we\u2019ll most often use our in-app chat, or our plain-text email template. It\u2019s because they feel handwritten and direct, and we know they get more engagement than something that looks like it was sent to the masses. When we tested this during some big campaigns, we saw far better engagement rates with plain text emails.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"small alignnone\" src=\"https:\/\/intercom.com\/blog\/wp-content\/uploads\/2017\/01\/personal-message.png\" alt=\"personal looking message\" width=\"1272\" height=\"618\" \/><\/p>\n<p>Obviously this will depend on the goal of your message, and there will be scenarios where this rule won\u2019t apply. We send the classic-style marketing messages too, like when we have to include visuals that help explain the message.<\/p>\n<h4>b. Personalize your messages using variables<\/h4>\n<p>You would never say \u201cDear customer\u201d to someone\u2019s face. So why would you ever put it in a message to them? \u201cHey there\u201d is better. But \u201cHey Sally\u201d is even better again. Intercom automates this, so every customer is addressed by their first name. It\u2019s easy to include their company name, too.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" src=\"https:\/\/intercom.com\/blog\/wp-content\/uploads\/2017\/01\/custom-variables2.png\" alt=\"custom messaging attributes\" width=\"550\" height=\"647\" \/><\/p>\n<p>Another powerful way to stay personal is to include custom attributes in each message, specific to each user. For example, you could contact everyone who has nearly reached storage capacity in your photo sharing app, and let them know exactly how much space they have left.<\/p>\n<p>Or why not message users who have incorrect integrations? Maybe you could mail your customers about their incomplete orders? Or, you could message your customers about their unfinished projects to encourage them to revisit them. Here\u2019s <a href=\"https:\/\/www.intercom.com\/blog\/defining-customer-support\/\" target=\"_blank\" rel=\"noopener noreferrer\">a short story<\/a> where this worked for us.<\/p>\n<h4>c. Speak like a human<\/h4>\n<p>Business jargon needs to die. Your customers will be acutely aware of the tone you adopt in your messages. So try to be yourself. It doesn\u2019t take much to get this right; it\u2019s actually easier than speaking more formally. Avoid all business-y robotic-type language. You just want to sound friendly, natural, and personal.<\/p>\n<h3>9. Is this more important than onboarding?<\/h3>\n<p>The onboarding period is sacred. There are <a href=\"https:\/\/docs.intercom.com\/engaging-your-customers\/onboard-new-users\/welcome-your-new-users\">far more important things<\/a> to talk to your users about in the first few days than pushing your new feature, asking for <a href=\"https:\/\/www.intercom.com\/blog\/customer-feedback-strategy\/\" target=\"_blank\" rel=\"noopener noreferrer\">customer feedback<\/a>, or promoting your <em>super-interesting<\/em> new blog post. Put some space between sign up and sending these type of messages. Here at Intercom, we block all messages not specifically related to onboarding from sending until 30 days after sign-up. This allows us the time to focus on getting users engaged with Intercom in all the right ways, without them feeling like they\u2019re being spammed with content irrelevant to their needs.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" src=\"https:\/\/intercom.com\/blog\/wp-content\/uploads\/2017\/01\/signed-up-more-than-30-days1.png\" alt=\"target audience for messaging strategy\" width=\"550\" height=\"541\" \/><\/p>\n<h3>10. Is there something more important I could be sending in message #1?<\/h3>\n<p>If like us, you place emphasis on <a href=\"https:\/\/www.intercom.com\/blog\/strategies-for-onboarding-new-users\/\" target=\"_blank\" rel=\"noopener noreferrer\">user onboarding<\/a>, your users are likely to receive the majority of messages in their first week or two. As your users\u2019 tendency to engage with these messages drops slightly over time, you might find that your welcome message has the highest open rate. A welcome email is one of those times an email feels in context. Users expect it. Make it count. Give them a solid next step. Maybe it\u2019s to sign up to your webinar, to view your docs, or to update their profile page. Maybe it\u2019s simply to log in to your app. Whatever it is that\u2019s most important for your users to do to get going, put it in message #1. But remember to keep it focused; one clear call to action is best.<\/p>\n<h3>11. Have you tested this?<\/h3>\n<p>Your messages can always be optimized for better open, click and reply rates. You can test style, tone, copy, subject lines, button colour, and channel. Test everything. We\u2019ve tested a whole bunch over the last year, and we know what works best for us \u2013 but you need to test your own messages, to see what works for your business. Iterate fast, and turn stuff off if it\u2019s not working. Here\u2019s how to <a href=\"https:\/\/www.intercom.com\/blog\/help\/en\/articles\/243-measure-message-effectiveness-with-goals-and-a-b-testing#ab-testing\">A\/B test your messages<\/a> in Intercom.<\/p>\n<p><img decoding=\"async\" class=\"small\" src=\"https:\/\/intercom.com\/blog\/wp-content\/uploads\/2017\/01\/Before_You_Post_First_Message_Inline.jpg\" alt=\"Example of A\/B message testing in Intercom\" \/><\/p>\n<h3>12. Who is in charge here?<\/h3>\n<p>As your business grows, one day it won\u2019t be the four of you huddled around the same desk anymore. New teams and layers appear, your roles will shift, and there\u2019ll be more at stake. There\u2019ll be some marketing team members that simply don\u2019t need to be anywhere near your outbound messages. While it\u2019s fine for multiple people and teams to contribute, designate one person to oversee it. They should be 100% clear on your marketing messaging strategy and tone.<\/p>\n<h2 id=\"sending-better-messages-is-hard\">Sending better messages is hard<\/h2>\n<p>It\u2019s not easy to send well-timed, well-considered, targeted, high impact messages with a true value proposition to your customers. There are 101 ways to get it wrong. So give this the time it deserves. Start by getting in a room with your team for 20 minutes. Make some quick decisions using the above questions and get it down on paper. This is your messaging strategy version 0.1.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>An effective messaging strategy is the bedrock upon which you can build customer engagement. Unless your customers value what you say, any attempt to persuade, educate, or motivate them to use your product will likely fail.&hellip;<\/p>\n","protected":false},"author":28,"featured_media":11466,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"category":[12897],"tags":[19157,214,213,124,23,200],"coauthors":[443],"class_list":["post-7406","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-marketing","tag-3-lifecycle","tag-communications","tag-customer-engagement","tag-email","tag-in-app-messaging","tag-messaging"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.3 (Yoast SEO v27.3) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>12 Steps to Create a Great Message Strategy [2021]<\/title>\n<meta name=\"description\" content=\"Badly timed or out of place messages get poor engagement and teach people to ignore you. 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