Lesson 1
7 mins

The Evolution of User Engagement

Explore how engagement has evolved from isolated messages to connected experiences. Learn why siloed campaigns fall flat and how the most effective teams are breaking down channel barriers at scale.

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The Evolution of User Engagement

Welcome, engagement innovators! 🚀

Ready to revolutionize how you think about user communication? Let's explore why traditional engagement is falling short and how to create experiences users actually appreciate.

The Problem With Traditional Engagement

Think about the last time you signed up for a new product. You likely received welcome messages across multiple channels - some helpful, some redundant, some just confusing. That's exactly how users feel when our channels don't work together.

Why This Matters Now ✨

Let's get real about how most teams operate: in silos. Does this sound familiar?

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In-app messages are managed by one team 

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Emails are owned by another

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User data lives in a far-off galaxy only accessible by spaceship

Meanwhile, users are experiencing all of this as one potentially confusing journey.

The Data Behind Disconnected Experiences

The research paints a clear picture of why connected experiences matter:

  • You've got just 50 milliseconds to make an impression (T&F Online)
  • 84% say that experience is as important as products and services (Salesforce)
  • Connected customer experiences drive 1.7x higher customer retention (Forrester
Free-to-paid conversion equation

“At scale, personalization is what makes the difference between churn and long-term success.”

Wade Foster,
Co-Founder & CEO, Zapier

The Scaled Engagement Approach 🎯

Instead of:

Treating channels as separate entities with different goals

Try:

Viewing all touchpoints as part of one cohesive user experience

Instead of:

Starting with the channel ("What should our email say?")

Try:

Starting with the user moment ("What does someone need when they first create a project?")

Common Engagement Myths Busted

Number 1

MYTH

Starting with the user moment ("What does someone need when they first create a project?")

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REALITY

Quality and timing trump quantity every time

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MYTH

Each channel needs its own strategy

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REALITY

Channels should share one user-focused strategy

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MYTH

Users notice which channel they're using

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REALITY

Users just want a consistent, helpful experience

Real-world success: How Fullstory got it right

To scale onboarding across different user roles, Fullstory combined in-app messages with a targeted three-part email series. Each email was personalized by role and timed to reinforce in-app actions with helpful next steps. Read the full story →

Free-to-paid conversion equation

The result:

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14% increase in activation rates for product managers

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Open rates over 30% and click-through rates above 5%

Pro Tips for Scaled Engagement

Let's explore how to implement a connected approach:

Number 1

Start with the journey, not the channels

  1. Map out key user paths from end to end
  2. Identify critical moments that deserve communication
  3. Note where different teams might be overlapping
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Create a unified messaging calendar

  1. Document all touchpoints by channel and timing
  2. Identify potential conflicts or message fatigue points 
  3. Establish clear ownership for cross-channel coordination
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Implement behavior-based triggers

  1. Move beyond time-based sequences to behavior-driven ones
  2. Create logic that adapts based on user actions or inactions 
  3. Build in feedback loops that inform future messages
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Establish cross-functional collaboration

  1. Create regular sync points between channel owners 
  2. Develop shared goals that transcend individual channels
  3. Build shared measurement frameworks

QUICK EXERCISE

Journey Mapping Foundation

This is the start of an ongoing exercise that we'll build on throughout the course. Today, we'll create the foundation of your cross-channel engagement strategy:

Phase 1: Current State Assessment

Number 1


Identify a critical user journey (onboarding, feature adoption, etc.)

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Map out key user paths from end to end

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Identify critical moments that deserve communication

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Note where different teams might be overlapping

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Document all current communications:

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List every message users receive related to this journey

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Note which channel each message comes from

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Record timing/triggers for each message

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Identify current gaps and issues:

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Do messages work together across channels?

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Where are there gaps in communication?

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Are we missing any critical user information?

Coming in Future Lessons

  • Adding behavior triggers and key moments (Lesson 2)
  • Optimizing channel selection (Lesson 3)
  • Refining message content (Lesson 4)
  • Building connected flows (Lesson 5)

Download our Quick Start Guide: User Journey Map to get started. We'll build on this foundation in each subsequent lesson until you have a complete roadmap for implementation.

Remember ✨

Your channels should work together to create one meaningful experience. In our next lesson, we'll explore how to identify those perfect moments when users are ready to engage.

Key Takeaways

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Scaled user engagement is about experiences, not channels

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Users see one journey, not separate channels

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Connected messaging drives measurably better results

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Start with the user journey, not your tools

Ready to find those perfect moments for engagement? See you in Lesson 2! 🚀