Skip to main content

In-app surveys: smart strategies for product-led companies

Where do you talk to your customers the most? When are they thinking about you? It isn’t while browsing your website. It’s not when they check their email. It’s not even when you text them—it’s when they’re in your app. 

So, it’s no wonder that in-app messaging was the fastest-growing channel in 2023, with a 187% year-over-year increase in adoption, according to our State of Messaging Report

You can use in-app messaging for various purposes, like onboarding, promotions, and feature announcements. But, one powerful choice is using in-app surveys to gather customer feedback. That’s how you truly build a product-led company—and simultaneously create a gratifying customer experience. 

Here’s what we’ll cover today:

The State of Messaging Report 2023

3 ways in-app surveys support product-led strategies

For product-led companies, your app isn’t only an app; it’s also a communication channel. But in-app messaging isn’t just about pushing out content—it’s also an opportunity to hear from your customers.

Here are three ways that in-app surveys can support your product-led strategies:

1. Make customer-centric product decisions

When the customer experience is the cornerstone of your growth strategy, you’ve got to really understand those customers. Asking in-app survey questions brings in a wealth of intel: not only what people need but also when, how, and why they need it. That feeds directly into your product strategy, with the voice of the customer guiding your decisions. 

Your in-app surveys create a cycle of continuous, customer-centric improvement. You ask for feedback, improve your product accordingly, ask for more input, and then further enhance your app.

In-app surveys can also help pinpoint the problems that your target audience is facing with your app. It’s one thing to gather feedback from beta users, but it’s another to get real-time customer feedback. With in-app surveys, you can quickly identify and address pain points promptly, leading to increased customer satisfaction and retention.

Customer.io pro tip:

Microsurveys in Customer.io Journeys allow you to target your customers at precise moments so you can ask very specific questions. In-app surveys function like any other message you use in a campaign, so you can create focused segments based on people’s attributes, trigger surveys in response to certain behaviors, and more. Once you define the customer input you need to drive your decisions, you can target the right in-app survey questions to the right people at the right time. 

2. Spur engagement, action, and retention

In-app surveys provide you with valuable data, but what do customers get out of it? A chance to be heard now and, ultimately, a better experience down the line.

One of the superpowers of an in-app survey is immediacy. Say your customer has just used a new feature and encountered a frustrating limitation. If you trigger an in-app survey when people use a feature for the first time, that individual could instantly make their opinion known. Alternatively, when a happy customer receives an NPS survey while they’re actively enjoying your product, you’re more likely to receive a positive response.

Of course, this only works if you take action, too. Use feedback from your in-app surveys to discover what your customers love (so you can do more of it), where they’re getting hung up (so you can smooth the friction), and adjust your product roadmap based on the features and customer behaviors that reflect better engagement and retention.  

Customer.io pro tip:

Want to keep the conversation going? With microsurveys in Journeys, you can trigger automatic follow-up messages when someone responds to an in-app survey question. And you can even personalize the content based on people’s answers. With an in-app NPS survey, for example, you could invite detractors to talk to customer service, thank passives for their feedback, and ask promoters to review your product on the app store.   

3. Empower agile decision-making

How does your cadence for collecting customer feedback align with your development velocity? All too often, product-led companies conduct customer research in long cycles: once a quarter, biannually, or even annually. The result? Insights come far too late to influence strategy. 

In-app surveys provide ongoing insights gathered in real time as people are paying attention to the details of your app. That’s powerful intel for making agile, data-driven decisions. You can even leverage in-app surveys within iterative development methodologies, test-and-learn strategies, and agile product management approaches. A steady flow of direct customer feedback provides another dimension to the other up-to-the-minute analytics that drive your decisions.

And with a strategic approach to in-app survey campaigns, you have a secret weapon for unraveling the question no other data source can really answer: “Why?” If you’ve ever stared in bafflement at a heat map, wondering why new customers keep tapping that one weird spot on the screen with no functionality or puzzled over why the use of a previously popular feature suddenly plummeted—well, fire up an in-app survey and ask! 

4 in-app survey best practices

Like any other kind of in-app messaging, in-app surveys can help increase engagement by improving the customer experience. Try these best practices for making your surveys feel personal, relevant, and part of a coherent brand experience. 

1. Personalize your in-app surveys using Liquid

Personalization is fast becoming a core component of modern messaging strategies. In fact, our State of Messaging Report shows that 81% of brands say it’s important for their strategies in the coming year. You’re initiating two-way communication with an in-app survey, so it’s an especially valuable time to get personal! 

With Liquid, you can use many types of variables within your in-app survey to create dynamic content based on data. You can leverage any customer attribute or action they’ve taken to customize both text and images in your surveys. 

In-app surveys: how to personalize with Liquid in Customer.io

2. Create a cohesive brand experience

As a product-led organization, providing value through your app is the lynchpin of success, and a cohesive brand experience is an essential part of doing it. All of your app’s branding elements—colors, fonts, graphic treatments, voice, style—influence how your customers feel while using your product.  

When you’ve invested in creating a consistent and compelling brand experience, the last thing you want is an off-brand message popping up within it. Make sure your in-app survey tool has plenty of options for customizing colors, fonts, and graphics so your attempts to engage with customers are part of a seamless experience. 

Customer.io pro tip:

Journeys makes it easy to tailor your microsurveys to your exact brand specifications. Our in-app survey tool gives you complete control of the look, feel, and choice architecture so the survey experience blends perfectly with your app experience—you can customize them to your heart’s content! 

3. Deepen engagement with conditional logic

Conditional branches allow you to automate campaigns based on people’s responses to in-app surveys. While a simple “Thanks for your response” message might be nice, you can make the experience more meaningful by creating a tailored follow-up message for each possible survey response. For example, you can use conditional logic in an NPS survey to create different follow-up messages for folks that fall into promoter, neutral, and detractor categories.

This approach combines two pivotal aspects of a product-led strategy: knowing your customers and improving their experience. You get valuable data when the customer responds to your in-app survey, and your follow-up message adds value to their experience with relevant content. 

4. Test, test, test!

Step one is to create your in-app survey. Step two is to put the feedback to work! In addition to informing product decisions, tracking customer responses can help you create more effective surveys in the future—and that’s as much a part of the customer experience as your app’s functionality and features. 

You can use customer response data in a number of ways to test and iterate on your in-app survey strategy. Did the vast majority of respondents pick the same answer to a survey? Maybe you need to try a version with a more nuanced question to get more insights. Did a survey get a very high or low number of responses? Evaluate what elements might have contributed and test variations to improve on success or troubleshoot causes of low performance.  

If you send follow-up messages when people respond to an in-app survey, track metrics for those, too, and test different approaches to increase engagement. 

Customer.io pro tip:

Tracking responses for microsurveys is automatically set up in Journeys. All you need to do is remember to review your results regularly!

3 use cases for in-app surveys (with examples!)

Ready to start gathering customer feedback and boosting engagement in your app? Let’s look at a few in-app survey examples to explore ways you could integrate them into your messaging strategy.  

1. Gauge customer satisfaction with NPS and CSAT surveys

Simple yet powerful NPS and CSAT surveys will give you a vital pulse check on customer satisfaction. Product-led companies often rely on net promoters to spread the word about their product organically; in-app NPS surveys let them know where they stand. And with in-app CSAT surveys, you can ensure that customers get the support they need to continue finding value in your product.

In-app survey example: Zen, a fintech company

Zen is a finance app for both individuals and businesses. They bring customers peace of mind with effortless financial management by streamlining everything from shopping to managing multiple currencies.  

As a financial services app, ensuring they maintain customers’ trust is vital, so they send in-app CSAT surveys through Journeys to check in after each customer support issue is resolved:

In-app surveys: example from Zen.com

Sent when the support interaction is still fresh in the customers’ mind, this concise in-app survey gets right to the point: are you satisfied with Zen’s support? By monitoring CSAT scores, Zen can maintain constant awareness of trends in customer service and address issues if satisfaction levels start trending down. 

In-app survey example: SkinSupport, a healthcare company

Now, let’s say you work at a fictional company called SkinSupport. This company provides a healthcare app with a simple service: customers can take a picture of a skin issue, and a board-certified dermatologist will tell them whether it looks okay or needs a follow-up.

As you’re counting on your loyal fan base to be champions as the business grows, you can use an in-app NPS survey to monitor customer sentiment:

In-app surveys: fictional example from SkinSupport

By specifically wording your in-app survey to focus on the “someone you love” angle, your message will resonate on a more emotional angle for the customer. That can help drive engagement and give you a more honest take on whether SkinSupport delivers on its promise.

2. Gather onboarding feedback

For product-led companies, true conversion happens not when someone downloads your app but when they find it valuable enough to become a paying customer. So you need to ensure they stick around—no easy feat when the mobile retention rate at 30 days ranges from 1.5% to 11.3%, depending on the industry (source). 

Onboarding campaigns can be the make-or-break factor in keeping new customers engaged. You can optimize yours by gathering customer feedback throughout the process.

In-app survey example: WowWorld, an edtech company

Let’s say you work at a fictional company called WowWorld. Your company offers an AR app with a mission to inspire climate change activism through environmental education. Customers can use your app’s AR to learn the names of flora and fauna in the local landscape, complete courses on dozens of ecological topics, and earn badges through gamification features. With so much to explore, customers need a high-touch onboarding journey—and you need to know if it’s working. 

By using in-app surveys at several key milestones throughout onboarding, you can actively guide customers to the most useful next stage. For example, you can start customers off with a tutorial of your app’s AR feature, then send an in-app survey to find out if the customer successfully identified a species:

In-app surveys: fictional example from WowWorld.

By monitoring responses, you’ll gain valuable insight into how well your app’s AR is working—a spike in “Nothing” responses at this onboarding stage may be a red flag that critical functionality needs to be addressed. 

In-app survey example: Wrinkle, a software company

Imagine you work at a fictional company called Wrinkle that offers a time-management app. The app helps people reclaim up to three hours of free time a day through AI-powered calendar management. It has a ton of possible use cases and specialized feature sets for different profiles: students, employers, employees, parents, and more. 

To find out what customers want to achieve with Wrinkle, a quick in-app survey can help them get to the most relevant features quickly:

In-app surveys: fictional example from Wrinkle

You can send a follow-up message based on the response about the specific feature that aligns with the customer’s goal. Bonus? One of the most useful data points you’ll get from this survey is the number of “I’m not sure yet” responses. That will help you learn how to tweak your messaging so people understand more about the benefits of using Wrinkle.

3. Solicit feature or product-specific feedback

Product-led companies pour much of their resources into continual iteration and improvement. But you need to know if what you’re building is adding value for your customers or falling flat. 

In-app surveys can garner feedback about particular aspects of your app, like core functionality, new features, specific elements of your interface, and more. 

In-app survey example: Pet Media Group, an online marketplace

Pet Media Group is the largest operator of online marketplaces in the pet category worldwide. They help over 1.5 million pets find a loving home every year through multiple marketplace brands in different countries. 

In order to fulfill their mission to bring pets and people together, Pet Media needs to be sure all the processes for both buyers and sellers are friction-free. After a seller uploads a new pet advertisement, they send an in-app survey asking for a rating on that specific feature:

In-app surveys: example from Pet Media.

This allows Pet Media to keep close tabs on the most important aspects of customer experience, monitor for potential issues, and leverage the insights to determine where to focus their ongoing improvements. And it’s been going so well that they’re now finding even more use cases for in-app surveys.  

In-app survey example: Customer.io

At Customer.io, we regularly use in-app surveys to gauge customer satisfaction with new features we release or changes to the in-app experience. This not only helps us understand what’s working, but it also helps us prioritize what to do next to improve the experience for our customers.

For example, in preparation for upcoming changes to the campaign creation process within Customer.io, we sent an in-app survey to customers to double-check that we were making the right changes:

In-app surveys: example from Customer.io

Most customers selected the smiley face, located second to the right in the image above. This let us know that what we currently offered for sort and filter options within campaigns was good—but we could do better. Now, we’re prioritizing even more user-centric changes to this feature within Journeys.

Turn customer feedback into better product strategy with in-app surveys

Every time a customer opens your app, you have an opportunity to deliver value. And when you ask for their input with an in-app survey, you’re inviting them to proactively take part in advancing your product-led strategy. They’re empowered to influence the app; you’re equipped with more insights to make your product even better. 

Have some ideas about how you could start using in-app surveys to support your product-led approach? Our in-app survey tool, microsurveys, makes it quick, easy, and intuitive. Take it for a spin with a free 14-day trial of Customer.io Journeys.

Mobile Messaging

HubSpot vs. Marketo feature and pricing comparison

Brands have an ever-mounting array of opportunities to target customers with relevant, engaging messages—and a massive amount of data they can use to do so. To capitalize on data-driven marketing strategies, you need sophisticated tools for automation, personalization, and multi-channel messaging. The right marketing automation platform (MAP) is your ticket to success. 

An effective MAP is a central component of your martech stack; as the tool that enables all of your customer communications, it’s the beating heart of your entire messaging strategy. But how do you choose the right one? There are many options, and finding the platform that best serves your needs is crucial. 

Let’s look at two MAPs, HubSpot and Marketo, and see how they stack up. Then, we’ll dive into Customer.io Journeys and why it may be the best solution for your data-driven marketing needs.

Here’s what we’ll cover:

What is HubSpot?

The HubSpot Customer Platform is a suite of cloud-based tools to help businesses grow their marketing and sales operations. The platform started in 2006 as a customer relationship management (CRM) platform, but has since expanded into multiple interconnected products, including Marketing Hub (their MAP), Sales Hub, Service Hub, Operations Hub, and Commerce Hub. All the hubs operate within the HubSpot platform, and brands can subscribe to as many hubs as they like. 

HubSpot is well-known for its mature CRM capabilities, which may be why it’s often on the shortlist for B2B companies focused on lead nurturing and top-of-funnel marketing. It also has a free option with limited functionality, which appeals to smaller businesses with tight marketing budgets.

Top HubSpot features: 

  • User-friendly interface 
  • Seamless integration across hubs
  • Personalization tokens for dynamic content
  • Visual workflow builder
  • Multi-touch revenue attribution and customer journey analytics 
  • AI-powered content with HubSpot Content Assistant and Campaign Assistant
  • A/B testing

Recommended reading: HubSpot vs. Mailchimp: Key feature and pricing comparison

What is Marketo?

Marketo Engage, an Adobe product, launched as a lead management tool in 2006. It specializes in account-based marketing automation, focusing on lead management, content personalization, and automated lead nurturing. Similar to HubSpot, Marketo Engage integrates closely with Adobe’s other products: Marketo Measure (formerly Bizible), an enterprise marketing attribution solution; the Adobe Real-Time CDP, a customer data platform (CDP); and Adobe Experience Cloud, their customer experience management solution. 

Marketo positions itself as a solution for midsize to enterprise organizations whose needs center on sales and lead generation. All Marketo plans are custom-priced, and the cost scales with the size of your database. 

Top Marketo features: 

  • Advanced personalization and predictive audiences
  • Multi-channel messaging
  • Enterprise CRM integrations
  • Predictive content with Adobe Sensei
  • Visual email editor with responsive templates
  • A/B/n testing in email marketing

HubSpot vs. Marketo: a deep dive on key features

HubSpot and Marketo are both known primarily as B2B email platforms, though using additional messaging channels within each tool is possible. But how they handle those channels, the level of personalization they enable, and the extent to which you can leverage your customer data varies quite a bit between the two platforms. 

Build or buy: choose your own CDP adventure eBook

Key feature #1: Multi-channel messaging

Both HubSpot and Marketo make it possible to leverage multiple messaging channels. However, brands need to pay extra to access the full range of mobile channels within each platform. 

While HubSpot supports multi-channel messaging, email is the only channel included in its plans. SMS is available for an additional cost—but HubSpot only supports SMS in the US and Canada. Integrations allow for additional channels, including in-app messaging and push notifications, but you’ll need to pay for and use individual tools for each. There are also extra charges for using dedicated IPs and sending transactional emails through HubSpot.

Conversely, Marketo supports email, SMS, push notifications, and in-app messaging natively in their platform, so it’s easier to implement an omnichannel marketing strategy. However, push notifications and in-app messaging are still considered add-ons. 

Recommended reading: Your guide to personalized, multi-channel mobile onboarding

Key feature #2: Segmentation

The ability to segment your audience is crucial for automated, data-driven marketing strategies. Both HubSpot and Marketo offer segmentation capabilities, though details and limitations vary.

With HubSpot, you can manually create static segments or build dynamic segments using conditional logic. Static lists are updated once, while active lists are updated continuously as leads qualify and unqualify for the list’s criteria. There are some limitations on the number of lists you can create: the maximum is 2,000 static and 2,000 dynamic lists on the Enterprise plan (with fewer available on the lower-tier plans).  

Marketo uses what they call “smart lists” with drag-and-drop filters for creating segments. Smart lists are built within specific engagement programs (Marketo’s term for marketing initiatives). Like HubSpot, Marketo has limits in this area: you can only have 100 active engagement programs running at a given time. 

Marketo also has what they call segmentations—groupings of individuals—and within each group you can create up to 100 different segments. These can be leveraged to deliver dynamic content or for reporting purposes.  

Key feature #3: Personalization 

Personalized marketing is rapidly becoming a must-have in the messaging landscape. You’ll find options for personalizing email content with both HubSpot and Marketo. HubSpot’s features are less robust but are generally considered easy to use. Marketo offers more advanced options but comes with additional complexity and may require developer resources. 

HubSpot’s personalization tokens, which you can use in automated marketing emails on the Enterprise plan, allow you to show customized content to customers based on their property values in your CRM. These values can include data points like a customer’s lifecycle stage or list membership. The smart rule feature lets you create different versions of email subject lines, links, and calls to action for various segments of your audience. You can also use personalization tokens to customize content on forms and landing pages built with HubSpot. Just note that you can’t use these tokens if you’re using one of their landing page templates.

Marketo uses multiple types of tokens, email scripting, and dynamic content for personalized messaging. Tokens leverage attribute data like a customer’s name, location, or company; you can also use Marketo’s predefined system tokens for dynamic content, like displaying the current date and time. Email scripting allows you to personalize email content, primarily via Custom Objects. This provides a good deal of flexibility, but the feature requires advanced developer knowledge to execute. Finally, dynamic content allows for more advanced customization, but you can only use it with Marketo’s segmentation feature. 

Key feature #4: Automation and workflows

Automated workflow campaigns are possible with both HubSpot and Marketo, but both platforms take very different approaches.

HubSpot’s visual workflow manager lets you build automated campaigns with logic branches, event triggers, and time delays. Lists can comprise up to 250 HubSpot filters, allowing for complex enrollment, suppression, and unenrollment criteria. You can adjust your campaign cadence with a wait step between each action. 

Marketo’s automation functionality lives within their engagement programs feature, which uses content “streams” for automated nurture campaigns. Instead of a visual workflow builder, you can create a cadence for each content stream (such as one email a week) and then move leads through different streams with transition rules. Transition rules function similarly to HubSpot logic branches, but you don’t have a visual workflow builder.

Recommended reading: Your guide to marketing automation

Key feature #5: Data and analytics

HubSpot offers out-of-the-box analytics tools, dashboards, and reports. Their features include high-level customer journey analytics, multi-touch revenue attribution, plus campaign- and email-specific analysis. HubSpot’s App Marketplace includes 1,000+ integrations—some of which are with third-party analytics tools or CDPs—for more robust data analysis. Yet, HubSpot’s data model is fairly rigid and has inherent limits to tracking events and attributes, so complex analysis may require third-party analytics tools.

Marketo provides more custom reporting options, like email and performance insights, advanced business intelligence (BI) reporting, and advanced journey analytics. Reporting in Marketo has more customizable capabilities than HubSpot but is generally less visual, with fewer out-of-the-box reports, and is limited by smart list capabilities. Deeper data dives are possible using a separate analytics tool; Marketo integrates directly with Adobe Analytics, the company’s web and marketing analytics platform. 

Data tracking guide and templates

Key feature #6: CRM integrations

There’s a huge difference between Marketo and HubSpot when it comes to CRM integrations. HubSpot started as a CRM, so, unsurprisingly, its Marketing Hub connects most seamlessly to their native CRM, which comes with every HubSpot product. If you’d rather use a different CRM, the HubSpot App Marketplace offers 107 direct CRM integrations, and you can set up custom integrations for unsupported CRMs.

Marketo’s CRM integrations are much more limited: it only has native integrations with Salesforce and Microsoft Dynamics 365. You need to integrate all other CRMs through custom fields, import/export, or APIs. This can be a major downside for small businesses or specific industries for whom the two enterprise-level CRMs that integrate natively aren’t the best choices. 

Key feature #7: Customer support

Anyone using the free version of HubSpot can reference the platform’s knowledge base and ask questions in its communities. Paid plans provide access to email and chat resources; the two highest-cost tiers also include phone support.

In addition to a knowledge base and active user forum, Marketo offers live chat and email help. Higher-tier customers receive phone access to regional customer support teams. You also have the option of paying for Adobe’s Premier Support service to get access to technical experts.

HubSpot vs. Marketo: a deep dive on pricing

HubSpot pricing

Each HubSpot product is individually priced. The Marketing Hub’s complex pricing is designed to scale with the size of your database. Each of the four pricing tiers comes with a maximum number of marketing contacts and certain features. It’s worth noting that HubSpot only charges for “marketing contacts,” so any non-marketable contacts in your database will be excluded. 

  • Free: This 100% free option features a few tools from every hub and caps at 100 marketing contacts. 
  • Starter: This tier starts at $18/month for 1,000 marketing contacts. Additional marketing contacts can be purchased in sets of 1,000: $18 for 1,000-3,000, $16.20 for 3,001-5,000, and $14.40 for 5,001+ marketing contacts. The Starter tier includes a basic Marketing Hub feature set.
  • Professional: The Professional tier starts at $800/month for 2,000 marketing contacts. Additional contacts are purchased in sets of 5,000, starting at $225, with step-down pricing for more than 22,000 marketing contacts. This tier also has a mandatory one-time $3,000 onboarding fee. Professional tier customers get additional campaign management, SEO, social media, and custom reporting features. 
  • Enterprise: The Enterprise tier includes 10,000 marketing contacts and requires a one-time $6,000 onboarding fee. Additional marketing contacts can be purchased in bundles of 10,000 starting at $100/10,000 and decreasing from there. Additional features on the Enterprise tier include customer journey analytics, adaptive testing, custom behavioral events, and custom objects.

Every product includes HubSpot’s CRM. You can also choose from a suite of add-ons, such as transactional emails, SMS, a dedicated IP, and feature limit increases. Total contacts (marketable and non-marketable) are limited to 15,000,000 across tiers. Other restrictions and extra costs apply at various tiers. 

One important aspect of HubSpot’s pricing model is that your costs increase with growth. If you add more contacts than the maximum for your plan tier, you’re committed to paying for them for the duration of your contract, even if you scrub your list. 

Marketo pricing

Marketo’s pricing plans come in four tiers: Growth, Select, Prime, and Ultimate. Each comes with a different set of features, including caps for API calls, segments, analytics, and custom data objects. Pricing is customized, so the only way to find out what a plan may cost is to talk with Marketo’s sales team.

  • Growth: The Growth tier includes up to 50,000 marketing contacts and has onboarding, consulting, and access to educational resources. Attribution and ROI dashboards are an additional cost.
  • Select: The Select tier includes everything in Growth, plus access to attribution, AI capabilities, and the ability to create up to 10 custom data objects. 
  • Prime: The Prime tier includes everything in Select, plus predictive audiences, journey analytics, targeted account management, and workspace functionality like partitions. With Prime, you can purchase advanced performance analytics, something not available on the Growth or Select plans.  
  • Ultimate: The Ultimate tier includes everything available in Prime, plus a discounted rate on Marketo Measure for behavioral and ad data.

Not all Marketo features are included in the core pricing. They offer several add-ons at an extra cost, including sales tools, multi-touch attribution, web personalization, advanced journey analytics, and sandboxes.

Customer.io Journeys: an alternative to HubSpot and Marketo

Journeys empowers you to create hyper-personalized customer experiences across every marketing channel. You can seamlessly leverage email, SMS, push notifications, and in-app messaging within sophisticated campaigns and target precise, data-driven segments with personalized content. 

Journeys also amplifies the power of your data by working in tandem with our CDP, Data Pipelines. Bonus? You automatically get the Data Pipelines Starter plan free when you sign up for Journeys.

Top Customer.io Journeys features

  • Easily leverage multi-channel messaging channels from within one platform, including email, SMS, push, and in-app 
  • Unify and connect all your customer data with Data Pipelines 
  • Take control of your data with a flexible data model, custom objects, native data warehouse syncing, and more
  • Create sophisticated campaigns with an intuitive, centralized visual workflow builder—with segments, triggers, A/B tests, and more all in one place
  • Target specific audiences with powerful segmentation, including unlimited attributes and sophisticated triggers

Now, let’s look at some key aspects that set Customer.io apart from the competition.

Multi-channel messaging

With Journeys, email, SMS, push notifications, and in-app messaging are included with all pricing tiers—enabling true omnichannel marketing campaigns with a single messaging platform. HubSpot only supports email and SMS, and you have to pay extra for the latter. And, while Marketo supports all four channels, in-app and push notifications are both add-on services.  

Recommended reading: The secret to successful omnichannel marketing? Personalization

Segmentation

HubSpot offers the least complex functionality of the three platforms, where segmentation is broadly managed through list membership. Marketo and Journeys both feature real-time segmentation based on customer attributes and behavior, but with Marketo, you’re limited to 20 segmentations and 100 segments within each. Journeys is the only solution allowing unlimited custom segments with no data caps. That means marketers can leverage precise segmentation based on any data available.

Creating a segment in Customer.io for those that prefer email as a communication channel

Personalization

As with segmentation, HubSpot’s personalization features are more basic than Marketo or Journeys, and there are a number of restrictions on how you can use your data. Marketo and Journeys both allow for more intricate personalization, but Marketo’s options come with both limitations on data use and more operational complexity. Journeys makes it easy to leverage every type of data—customer attributes, behaviors, and business data—and personalize your campaigns in real time.

Automation and workflows

Creating sophisticated campaigns requires both an intuitive interface and a full range of capabilities for targeted automations. Journeys and HubSpot both offer a visual workflow builder, though Journeys makes it even easier to visualize complex workflows with a zoom feature. What HubSpot lacks is flexibility in triggers—you’re limited to their 250 predefined filters, while Journeys empowers you to customize every action.

Customers may struggle with a couple aspects of Marketo’s automations. First, the lack of an intuitive visual interface might make building campaigns cumbersome. Second, the framework of streams within engagement programs could feel too limiting for many brands. Compared to Marketo, Journeys provides a wide-open field for building automated workflows however you like.   

Customer.io visual workflow builder

CRM integrations

HubSpot favors its native CRM, though it also integrates with common third-party solutions, making it fairly easy to use the tool of your choice. In contrast, Marketo’s only two native CRM integrations are some of the largest on the market, which won’t serve the needs of startups and growth-stage companies. Journeys is the only truly platform-agnostic solution, with native integrations to a wide range of CRMs, empowering you to choose the tool that’s best for your unique business needs. 

Pricing

HubSpot’s relatively low number of profiles at their free, Starter, and Professional tiers lock you into paying more if your audience expands—so growth becomes a double-edged sword. And there are a lot of extra charges for accessing all the platform’s features and fully leveraging your data. Marketo also introduces add-on charges, with certain features available only as à la carte options, and you can’t get a clear picture of the subscription costs without starting the sales process. 

Journeys is specifically designed to scale with your business. That’s reflected in our transparent, all-inclusive pricing model, with three tiers tailored to organizations at various stages of growth (all of which include the Data Pipelines Starter plan free of charge):

  • Essentials: This tier starts at $100/month and includes 5,000 profiles, 1 million emails/month, 500 object profiles, and two object types. It’s ideal for smaller companies that are gaining momentum. 
  • Premium: Starting at $1,000/month, this tier includes custom profile and email volume, 5,000 object profiles, and 10 object types. If you’re a high-growth company, this plan will support your end-to-end marketing needs. 
  • Enterprise: For large organizations scaling their lifecycle marketing, our highest-tier plan is custom-priced based on your specific needs. This plan also includes priority technical support and access to a dedicated Customer Support Manager. 

If you need more customer profiles, they’re billed at just $0.009 each—no need to buy batches that include more than you need. There are no add-on charges and no caps on data usage, so you have complete budget predictability and can leverage all your data without incurring extra costs. 

How to choose the right MAP for you

There are a lot of options out there for your messaging platform, and you need a solution that meets your current needs and scales as you grow in the future. When comparing your choices, consider the following questions:

  • What does your existing tech stack look like, and how well will your new MAP integrate with the best-in-class tools you use? 
  • What messaging channels are you currently using or hoping to use? Considering market trends, are there channels you expect to introduce in the future?
  • What additional goals do you hope to achieve with segmentation and personalization? Can the MAP scale with your strategy?
  • How complex are your workflows, and what opportunities could you seize if you had more automation capabilities? 

Choosing a MAP for your business is a big decision, and sometimes you just need to put a platform through its paces to see if it’s the right fit. We invite you to give Journeys a try with a 14-day free trial. Prefer a personal walk-through? Book a demo and we’d be glad to show you exactly how you can use Journeys to deliver powerful, data-driven customer experiences. 

Marketing Automation

How to create a mobile marketing strategy: 9 tips for success

Before every household had a computer and every consumer had a phone, brands had to rely on broad marketing efforts to reach their audiences. A TV ad during a popular TV show, a billboard on a busy street…old-school tactics got a brand’s message in front of millions of eyeballs. But often, only a tiny percentage of those people were actually interested, motivated buyers. 

Now, with mobile phones in every pocket, you can target your specific customer base—and even personalize content to each person’s unique interests. This makes having a mobile marketing strategy extra important for your business; every phone is like a tiny digital billboard for broadcasting tailored messages to your audience.

As a result, brands are leaning into mobile marketing strategies more than ever. According to the State of Messaging Report, companies across the globe increased their use of every mobile channel in 2023; we saw year-over-year increases of 47% for SMS, 49% for push notifications, and 187% for in-app messages. 

Most interesting of all? Our research surfaced three particularly important trends shaping mobile marketing today: personalization, customer data, and multi-channel messaging. 

In this post, we’ll cover three ideas for capitalizing on each trend, plus tips for putting each into action:

The State of Messaging Report

Mobile marketing strategy: Make it personal

Mobile marketing isn’t new, but it’s only recently that mobile marketing strategies have moved from “blast our whole customer list” to providing personalized experiences. In fact, 81% of brands surveyed for our State of Messaging Report said personalization is important in their messaging strategies—and 73% say they plan on increasing their personalization efforts in 2024.

Unlike those good old-fashioned billboards, mobile messages can be targeted at specific segments and customized for each person using customer data. Strategic marketers use this data to provide everything from personalizing mobile onboarding to asking for feedback, celebrating milestones, and providing tailored content. Instead of shouting into the void, marketers talk directly to their customers.

Pro tip #1: Segment your audience

No matter how you slice it, highly relevant messages make more of an impact. That’s where the power of segmentation comes in. Divide your audience into groups based on demographics, behaviors, product preferences, or any other attributes. 

Here are just a few examples of segmentation in action:

  • New customers: send onboarding campaigns to encourage rapid adoption
  • Loyal customers: send referral campaigns to help them become brand evangelists  
  • Dormant customers: send reactivation campaigns to bring them back into the fold 
  • Customers who use just one of your products: send cross-sell campaigns to connect them to other products you offer  

Recommended reading: 5 ways Hunter amps up engagement with segmentation

Pro tip #2: Reach people at the right time—in their time zone

A truly personalized message goes beyond inserting a bit of demographic info; it thoughtfully caters to each person’s circumstances. A small but powerful way to enact this is to customize messages based on time zones

Mobile marketing strategy: Time zone scheduling in Customer.io


Let’s say you have a ticketing app and send concert announcements based on customers’ previous purchases. Imagine one customer, Cam, bought tickets to a Bruce Springsteen show last year, and The Boss has a new tour coming up. You might send them the following push notification:

Ready to rock out, Cam? New dates for the Bruce Springsteen tour were just announced—tickets go on sale tomorrow at 9:00 a.m. Eastern!

First name? Check! Relevant to their interests? Check! But wait, Cam lives on the West Coast—so now they have to do the math to figure out when they can snap up seats. That’s more friction getting in the way of engagement and a lost opportunity to personalize your mobile marketing strategy fully.

Pro tip #3: Open a convo with in-app surveys

Want to create a mobile marketing strategy that really connects? Make it a two-way street. With in-app surveys, you can collect real-time feedback from your customers. This has the dual benefit of gathering more valuable data you can use to customize messages and provides customers with an outlet to make their voices heard. 

Tailor your surveys based on people’s behavior, such as asking for feedback about a feature after a customer uses it for the first time.

Mobile marketing strategy: microsurveys in Customer.io

Mobile marketing strategy: Embrace your data

The power of personalization lies in using customer data to its fullest potential. You have a wealth of information about your customers—from zero-party data comprised of info they proactively share to first-party data you collect about their behaviors. But when data isn’t centralized, it’s hard to make it useful: you wind up with lots of numbers and little insight. 

As the State of Messaging Report points out, over half of brands still struggle with data quality issues and a lack of a unified customer view. The investment in tools for collecting, analyzing, and activating data will make or break mobile marketing strategies now—and in the future.

Pro tip #4: Unify data with a customer data platform (CDP)

Using a customer data platform (CDP), you can pull in data from across every touchpoint to fully understand your customers. With a cohesive view of each individual, you can then send and activate data to every tool in your martech stack. Bonus? A CDP enables you to deploy that customized content in real time, reacting immediately to customer actions. 

Remember the billboard? All the information you have to work with is roughly how many cars drive by on any given day and what landmarks are nearby. But with a mobile marketing strategy powered by a CDP, you can know a lot more than that— like what content people engage with, where they’re located, and what products they’ve purchased in the past. Now, you can segment your audience and target them with messaging you know will resonate. 

Recommended viewing: Unlock your data for more personalized & impactful campaigns [Webinar]

Pro tip #5: Use mobile SDKs for in-app messaging

Mobile SDKs save developers time and empower marketers to access customer data for targeted messaging. When you know what screens they visit, the features they use, and how long they stay in your app, creating messaging relevant to what customers are doing in real time is easy.

Here are some example in-app messages you might send:

  • Version update reminders: send an in-app message reminding someone to update to the latest version upon opening your app
  • Subscription renewals: display an in-app banner reminding customers of their upcoming subscription renewal when they view their billing history
  • Feature highlights: use in-app inline messages to offer a walk-through when someone tries a feature for the first time 

Pro tip #6: Take advantage of analytics integrations

Metrics are incredibly valuable for understanding and optimizing your mobile marketing strategy—but only if the data is presented in a way that provides actual insight. That’s why many CDPs (including Customer.io’s Data Pipelines) integrate with third-party data analytics platforms like Mixpanel and Amplitude

You can use these integrations to dive deep into your customers’ behaviors, identify when engagement hits the sweet spot (or falls off a cliff), and refine your mobile marketing strategies with ongoing iteration. And if your analytics platform doesn’t directly integrate with your messaging automation platform, you can send and receive data with webhooks to connect them.

Mobile marketing strategy: Connect across channels

Email has long been the cornerstone of outbound marketing, and it remains significant even as brands begin implementing mobile marketing strategies. But the most effective approach is combining multiple channels to create a seamless, holistic experience for your customers. In fact, our data shows that multi-channel campaigns perform 63% better than single-channel campaigns, with the combination of email, SMS, and push proving to be especially effective.

Pro tip #7: Create an omnichannel experience

When you create a mobile marketing strategy, it’s easy to fall into the trap of looking at each channel individually. But that’s not how your customers experience your brand. For them, every interaction is part of a holistic journey, and it needs to feel cohesive. So shift your thinking to omnichannel marketing: creating a unified experience across every touchpoint, from email to SMS, push, and in-app messaging—as well as your website, social media, and every other place you show up in customers’ lives. 

Mobile marketing strategy: example omnichannel campaign in Customer.io

For example, you could send a follow-up email to customers who opened an in-app message but didn’t convert right away. You’re now touching them on two separate channels and bringing those two experiences together. Similarly, say a customer starts adding their billing information in-app but exits before finishing. You might send a push notification a couple of hours later to bring them back; if they still don’t complete the action, you could deliver an email the next day with step-by-step instructions. 

Pro tip #8: Consider the customer’s context

A billboard has no context except for the street it’s on. It can’t consider a customer’s unique experience, what they want to achieve, or what time of day they’re driving by. Don’t approach your mobile marketing strategy like a billboard; treat it like a human-to-human relationship. Pay attention to when customers are most likely to interact with your brand and how they’ve engaged in the past. 

For example, say you have a project management platform for businesses. Saturday afternoon is the last time people want to think about work, so save your mobile marketing messages for weekdays during work hours. And consider the context of different channels. SMS and push notifications are, well, a bit pushy. Time-sensitive or particularly important info may be welcome in those channels, but you’ll annoy people if you bombard them with non-pressing nudges. 

Pro tip #9: Maintain consistency across channels

It’s off-putting for customers when inconsistency is coming from a brand. Consistent messaging, colors, fonts, and brand voice is critical to present a uniform brand experience across every channel, from in-app to email. Having one tool to manage all your messaging makes a big difference here; when you use one tool for in-app messaging and another for email, it’s easy to create a disconnected customer experience.

Of course, the level of customization you can do will vary among messaging platforms. Make sure the tool you use allows you to edit colors, fonts, and images to match your branding so it feels like a seamless branded experience. This helps build trust, drive engagement, and make you more memorable to your customers.

Ready to evolve your mobile marketing strategy?

When you put up a billboard, you’re certainly delivering a message. But you can’t guarantee it’s the right message at the right time—or if you’re even reaching the right person. With a multi-channel mobile marketing strategy powered by customer data, you can reach people with personalized messages at the exact time and place they’re ready to engage. 

With Journeys, you have the power to build relationships with a cohesive, omnichannel strategy across email, SMS, push, and in-app—with messages that convert in the moment and keep customers coming back over the long term. Start your free 14-day trial today.

Mobile Messaging

Push notification metrics: How to measure performance

Push notifications play a key role in mobile app marketing, and brands are taking note. According to our State of Messaging Report, there was a 49% year-over-year increase in brands using push to reach customers in 2023. That’s a significant leap—and a testament to the effectiveness of push notifications as a marketing tactic.

But you’ll need a deep understanding of push notification metrics to capitalize on this channel’s conversion potential. 

Unlike email marketing, push notifications can throw your usual KPI targets for a loop. For example, many marketers see much lower open rates for push compared to emails. If this sounds like you, you may have found yourself asking questions like, “Oh no! Are my messages underperforming?” Or worse, “Is my mobile SDK integration broken?!” Luckily, the answer is almost always “No.”

Instead, you simply need to rethink how you measure push notification performance. Let’s dive into which metrics you should track and how to interpret them.

Here’s what we’ll be covering today:

The State of Messaging Report 2023

Push notification delivery rate

One of the most important metrics to track is your push delivery rate. It’s calculated simply by dividing the number of messages delivered by the total number of messages sent. 

Delivery rate = (delivered/sent)*100

This metric is crucial for understanding if your push notifications are actually reaching your target audience. Yet, delivery rates are inexact for a host of technical reasons, mainly because mobile devices don’t always expose delivery information.

If you can see a message has been delivered, it’s likely that one of your customers has seen it and was influenced by it even if they didn’t open it. Luckily, we can measure this influence using conversions (more on that later).

Bottom line: Delivery rate alone does not paint the full picture of push notification performance. So, while it’s important to aim for a high delivery rate, the open and conversion rates are much more exact.

Pro tip: By default, the mobile SDK within Customer.io Journeys automatically tracks delivered statuses for push notifications (if they originate from our product). Otherwise, you can track push metrics with the trackMetric method below:

CustomerIO.instance().trackMetric(
   deliveryID = deliveryId,
   deviceToken = deliveryToken,
   event = MetricEvent.delivered
)

Push notification open rate

Open rates tell you the percentage of users who open a push notification after receiving it on their device. It’s calculated by dividing the number of opened push notifications by the total number sent.

Open rate = (opens/sent)*100

On average, open rates for push notifications are quite low—and that’s completely normal. In fact, the industry average open rate for push is only about 4%, according to our platform data. This mostly has to do with user behavior—and here’s why. 

Imagine you have a language-learning app and send a campaign to customers who completed the Spanish 101 course. A personalized push notification might look like this:

  • Title: Way to ace Spanish 101, Susan!
  • BodyFelicidades on finishing Spanish 101 in just 4 weeks! Visit the app today for an exclusive discount: 40% off of Spanish 102.
Push notification metrics: example push notification

To actually open the push, Susan must tap the notification or trigger the app. But unlike email, she gets the key message content even if she glances at the notification without opening it.

Let’s say she’s in a meeting when the notification pops up, so she quickly looks down at her phone and then dismisses the message, making a mental note to sign up later that day. During her lunch break, she opens the app and signs up for Spanish 102. The push converted, even though she never opened it. But if you’re only measuring push performance with open rates, you’ll never know the message was successful. 

Bottom line: Don’t rely too heavily on open rates to measure your push performance. Instead, conversion rates will be your go-to for performance measurement.

What’s the difference between Android and iOS for push performance? 

iOS notifications are displayed once and then moved to the message center. People see the message when it pops up but don’t have to touch the screen to dismiss it. 

On the other hand, Android notifications stick around until you manually swipe to dismiss them. While that can give customers more of a chance to engage, it can also lead to accidental opens when people try to clear their notifications.

Bottom line: Don’t put too much stock into the difference between iOS and Android open rates.

What about push notification CTR?

Unlike email marketing, push notification CTR is measured almost like an open. 

Let’s say you’ve included a deep link to your app within the push notification. When a user taps your push notification, they’ll automatically be dropped to the specific screen you’ve linked to within the message. So, in this sense, push open rate and push click-through rate are the same thing. 

Bottom line: An open signifies viewing the push notification and actively engaging with it via a click.

Push notification conversion rate

Both delivery and open rates are important, but what matters most is whether your push notifications are driving conversions. Conversion rate measures the percentage of users who complete a desired action—like opening your app or making a purchase—after a push notification is delivered. That’s why setting conversion goals for your push campaigns is super important.

Conversion rate = (conversions/delivered)*100

Push notification metrics: Example of setting a conversion goal in Customer.io

Let’s return to the earlier example of Susan’s unopened push notification. If she receives it at 10:00 a.m. and signs up for Spanish 102 at 12:45 p.m., you can infer that the push caused the conversion. In fact, any conversion that occurs within a day or two of a push campaign is a strong indicator of engagement. As you measure behavior over time, you might discover your customers respond within a shorter or longer interval.

Bottom line: SDKs with customized conversion goals give you far better insight into push performance than open rates.

Pro tip: To track engagement with Customer.io’s SDK, just add a conversion goal to your campaign. Conversion goals in Customer.io are fully customizable; you define the behaviors and timeframes that are meaningful for your customers. 

3 techniques for improving push notification performance

Now that you know which metrics to track, your next step is to build a strategy for optimal performance. Here are three actionable methods you can use to elevate your push notification results.

1. Always use personalization

When it comes to push, relevance reigns supreme. Customers are all too ready to opt out of push notifications (or delete your app altogether) when they feel your messaging doesn’t hit the mark.

Instead, you’ll increase the chances of engagement if you use personalization throughout your messaging. In fact, our State of Messaging report found that 63% of brands point to behavioral triggers as yielding the highest ROI. Responding to customer actions and tailoring your content accordingly is key to success. 

Example: Say you’re using push notifications during onboarding. Consider including a deep link in your push that takes users back to the last screen they viewed. That way, they can continue their journey without interruption.

Bottom line: Personalization is critical to a sound push notification strategy. Leverage customer data to deliver a custom-tailored experience to your users and watch your engagement rise.

2. Try incorporating rich media

As the saying goes…a picture is worth a thousand words! Simple push messages typically include a title, text-only message, and your logo, but rich push allows you to create more engaging content and calls to action. You can include images, videos, and deep links that provide greater context and give you a ton of flexibility to experiment with your messaging.

Example: Say you’re announcing a new feature to existing users. You might include an image of the feature in your push notification and a deep link to the screen within your app where a user can learn more about it. This creates a more engaging user experience and will likely boost conversions.

Bottom line: Rich media can be a powerful value-add to your push notifications, helping increase engagement. 

3. Take an omnichannel approach to messaging

It’s one thing to optimize your push notification strategy; it’s another to create a unified messaging strategy across all your channels. That’s what omnichannel marketing is all about.

As the State of Messaging report highlights, 64% of brands already have a multi-channel messaging strategy. Yet, the brands that can strategically evolve from multi-channel to omnichannel will reap the rewards of higher engagement across the board.

Example: Say you’re aiming to launch an omnichannel campaign for users at risk of churn. First, you might send a “We miss you” nudge via push to drive users back into your app. Then, you might send an email with a “See what you’ve been missing” message that includes information about all the new features you’ve launched since they last logged in. Finally, once they jump back into your app, you might prompt an in-app message giving users a tour of all that’s new and exciting.

Bottom line: Omnichannel messaging creates a consistent experience for users across channels. That’s great for your users and great for engagement.

Improving push notification performance begins and ends with your customers

Once you fully understand push performance metrics, you’ll be better set to create a strategy that delivers the outcomes you want to see. Tracking your delivery, open, and conversion rates is a great place to start, as these metrics clearly show how your customers respond to your messaging. Then, you can incorporate personalization, rich media, and omnichannel techniques to improve engagement.

But remember: success in marketing never solely boils down to metrics. Instead, success hinges on the connections you forge with your customers by creating relevant, engaging experiences for them at every turn. When you do that, you foster an environment where customers are receptive and actively responsive. That’s the ultimate testament to the genuine impact of your brand—and something metrics alone can’t measure.

Ready to push your way to increased engagement? Sign up for a free 14-day trial of Customer.io today!

Mobile Messaging

An introduction to mobile app personalization with in-app messaging

When your customer opens your mobile app, they’re stepping (virtually) into your company’s front door. You can leave them to meander on their own—but if you want deeper engagement, mobile app personalization is your chance to give them a VIP experience. 

Imagine a customer walking into a store or office building. They have to navigate using the signs and directories: that’s your mobile app’s menu. But it’s an even smoother interaction when a friendly greeter or receptionist welcomes them and directs them where needed. Even better, what if each customer had a personal concierge to escort them through every moment of their journey? That’s where targeted in-app messaging comes in. 

The result? Customers get more value from your mobile app, driving higher engagement and long-term loyalty.

Here’s what we’ll be covering today:

What is mobile app personalization?

Powered by customer data, mobile app personalization delivers relevant, targeted messaging for each individual when they’re already using your mobile app—the precise moment they’re primed for deeper engagement. These kinds of personalized app experiences can significantly boost customer satisfaction, engagement, and loyalty.  

Customer data: the secret to successful mobile app personalization

So, how does your imaginary concierge walk people through a tailor-made mobile app experience? The answer lies in customer data, allowing you to segment and target your audience with timely, relevant content. Every time a customer interacts with your brand, they provide valuable intel you can use to cater to them with personalized messaging. 

But with disparate tools and a ton of data, it can be hard to turn all those data points into actionable insights. That’s where a customer data platform (CDP) can make all the difference. It pulls customer data from every source, including your website, emails, push notifications, SMS, social media, and, of course, your mobile app itself. It then feeds all this valuable data to the tools in your martech stack. 

Armed with a wealth of information on your customers, you can create a personalized mobile app experience for every person.

Customer.io pro tip

Your martech stack is most powerful when all the tools work together efficiently. Using a single platform for both your CDP and messaging automation can make it especially easy to tap into your customer data. That’s why we designed Data Pipelines and Journeys to integrate seamlessly for easier personalization across every messaging channel, including in-app. Plus, the Data Pipelines Starter plan is free for everyone!

In-app messaging for mobile app personalization: 4 best practices

Your mobile app is one place where your customers proactively invite interaction. They’ve already crossed the threshold into your virtual space; in-app messages allow you to automate how you connect with them in a way that still feels personal and customized. Perhaps that’s why there was a 187% year-over-year increase in brands using in-app messaging, according to the State of Messaging Report. Brands are starting to realize the ROI that in-app messaging can provide.

Yet, it’s one thing to send an in-app message and quite another to have a personalized messaging strategy for your mobile app. To ensure your in-app communication resonates with your audience, you’ll want each message to be timely, contextual, consistent, and segmented. Let’s dig into why. 

The State of Messaging Report 2023

1.  Messaging at the right time can make all the difference

Mobile app personalization gives you the power to present content when customers are ready to engage with it. But that means you have to understand your timing and frequency. Factors like time of day, customer activity, and preferences can all change how impactful an in-app message actually will be. Even a perfectly crafted message will go ignored if you’re reaching people when they’re too busy to read it! 

Use case: Consider a mobile banking app as an example. Friday is the most common payday, and you see a spike in app activity that day. It seems like a good time to send in-app messages, right? But imagine a customer hasn’t opened the app in three weeks. If they log in to check their balance and are greeted with a message promoting a free personal finance planning tool, the timing could be confusing and off-putting. Mobile app personalization based on customer behavior and timing avoids this pitfall.

Customer.io pro tip

Journeys helps you deliver the right content at the right time. But the “right time” might not be the same for everyone. With time zone matching, you can localize your in-app messages so your customers aren’t receiving a “good morning” message at 3:00 p.m. their time.

Mobile app personalization: time zone matching in Customer.io

2. Context sets the stage for a positive user experience

Understanding the context of a customer’s journey means you help them accomplish what they want to do within your mobile app. It also ensures you don’t interrupt important moments for your customers. By using the intel you have about your customers’ interests and communication preferences, you can easily adapt the in-app experience to what each individual is trying to accomplish. 

Use case: Say you have a mobile banking app offering bonus cash when a customer refers a friend. If someone is in the midst of making a deposit, don’t distract them with a pop-up touting the offer while they’re trying to complete their transaction. Instead of enticing them, your message will get in the way of their ability to use your mobile app effectively. Wait until they hit the transaction complete screen to serve up your in-app message, or deliver the offer via email or push instead. 

Customer.io pro tip

With Journeys, you can direct how and when a customer sees your in-app messages. For instance, when the info is particularly important, you could use a persistent in-app message to keep it up until they take action or it expires. You can also choose to show the message on multiple pages. For example, if you’ve made changes to your billing page, you might want to show the message upon login and on the billing page itself. 

3. Consistency in messaging builds trust

Think of your mobile app as your brand’s digital building and your in-app messages as brand ambassadors; everything should have the same look and feel. If the fonts, colors, graphics, and tone of messages don’t reflect the rest of your app, the result is discordant. Whatever tool you use for sending in-app messages, be sure it allows you to customize the style so they feel fully embedded in the customer’s experience. Craft your copy to reflect the voice used throughout your mobile app. 

Use case: Let’s go back to that example of a customer using a mobile banking app. The brand has worked hard to build a compelling visual style using navy and red, simple and elegant illustrations, and a serious, authoritative voice. While using the app, the customer suddenly gets a pop-up that says, “Get that bread! 🤑 Open a savings account ASAP to earn $200 bonus cash!!” in bright pink font. Not only is it a jarring experience, but the disjointed branding can undermine the customer’s trust entirely.

Customer.io pro tip

Journeys enables you to fully customize the design of your in-app messages to match your branding so your communications feel like they’re authentic to you and don’t look like a generic, off-the-rack solution. And because Journeys also supports email, SMS, and push, it’s easy to retain consistent branding across every messaging channel. 

Mobile app personalization: in-app message branding

4. Segmentation drives engagement  

Segmentation moves people into and out of campaigns based on the needs and interests they’ve signaled by their behavior—giving them what they want before they even ask for it. These segments are built based on various attributes, including activities, preferences, demographics, etc. How you define your segments is limited only by the data you have, your goals, and your imagination. 

Use case: One great use case for mobile app segmentation is onboarding. Mobile app customers bounce quickly, so the first seven days after someone downloads your app are crucial (source). By creating a “new sign-ups” segment, you can deliver in-app messages that walk them through prioritized content, setup, and onboarding as they begin using your mobile app. 

Customer.io pro tip

Mobile SDKs allow you to create mobile app personalization based on device platform, screen views, and custom event tracking. Essentially, you can react directly to the content your customer sees. This is great for mobile onboarding, as well as providing additional instructions or details for a specific page. For example, you can use screen information to provide an in-app message with the next steps on a billing page.

3 key considerations before you dive into mobile app personalization

Each in-app message serves a pivotal role in shaping your mobile app personalization strategy. As you craft your campaigns, keep these three fundamental elements in mind.

  • Keep space constraints in mind. Customers usually read your in-app messages on tiny phone screens; even using a tablet, there’s little real estate. That means you have limited space to work with, and maximum character counts restrict how much you can pack into a communication. Focus on the info that’s truly important for a customer to know in the moment; you can always follow up with an email expanding on the content. 
  • Ensure consistency across devices. With different devices, versions, and even phone settings, how your customers see and interact with your in-app messages can vary wildly. Testing is your friend here: put every message through its paces on multiple devices and operating systems. You can also review your customer data to assess which devices your customers use to customize your messaging accordingly.
  • Set conversion goals. Unlike an email or push, the open rate is irrelevant with in-app messaging. In fact, all that really matters is engagement: whether customers take the desired action after seeing a message. For every in-app message you send, set a conversion goal and measure if your mobile app personalization strategy produces the results you want.  

Craft tailor-made experiences with mobile app personalization

The moment your customer opens your mobile app, they’re already in your building, eager to engage. Now, you just need the right tools and strategies to execute mobile app personalization that deepens engagement and loyalty. 

Instead of leaving customers to meander through menus on their own, leverage personalized in-app messages to act as a personal concierge of the customer experience. When you do that, you’ll help your customers get where they want to go, keep them informed, and build a relationship that makes them feel like a true VIP whenever they walk through the door. 

See the difference mobile app personalization can make with a free 14-day trial of Journeys

Mobile Messaging

How to migrate from Segment to Data Pipelines: 4 steps for success

To fully harness the potential of your customer data, you need a customer data platform (CDP) that’s both flexible and powerful. That’s where Data Pipelines comes in.

Whether you’re seeking scalable pricing and more control or are simply looking to consolidate your tech stack, Data Pipelines can help you optimize your data-driven marketing efforts. After all, your customer data is only as powerful as the system that manages it.

Ready to make the switch from Segment to Data Pipelines? Let’s go through the step-by-step process for a seamless migration.

The migration plan

First things first, migrating from Segment to Data Pipelines is not a simple copy-and-paste job. We should know—this migration guide is based on our own experience of moving twelve years of data from Segment to Data Pipelines (more on that below). Yet, with careful planning and execution, the outcome can be extremely positive. 

To help you navigate the process of moving systems, we’ve broken down the migration into four key steps:

  1. Audit your existing sources and destinations
  2. Connect your sources
  3. Add your destinations
  4. Test and validate your implementation

Let’s look at each step closely and identify the requirements for a successful migration.

Pro tip: Follow a standard release process by working within a developer environment. That way, you can validate and test your setup before moving into production.

Step 1: Audit your existing sources and destinations

Before diving into your full-blown migration, take stock of your existing sources and destinations. Sources are the websites, cloud applications, or servers you capture data from. Destinations are where you send that data, like your marketing automation platform, support tool, or CRM. 

By default, Data Pipelines will send your source data to all destinations connected to the source. So, if there are any connections that your business is not actively using, it’s best to remove them from your migration list. 

By prioritizing only the data essential to your marketing activities, you not only streamline the process but reduce unnecessary costs. That’s helpful for you and your bottom line.

Here’s an example tracker sheet you can use as you conduct your migration audit:

Conducting an audit for our migration from Segment to Data Pipelines

Pro tips: 

  • Review Data Pipeline’s catalog of supported sources and destinations as you go through your audit. Not seeing the one(s) you need? Reach out to product@customer.io to request new integrations. 
  • Prefer to be more hands off or simply looking for pro support during the migration? Customer.io’s service partners can help with that. Get matched with the right one.

Step 2: Connect your sources

Segment and Data Pipelines source calls are identical, which makes this part of the migration relatively smooth. There are five core types of sources you can configure within Data Pipelines:

  • Website sources, such as JavaScript
  • Server sources, such as Node.js, Python, or Go
  • Database sources, such as MySQL
  • Data warehouse sources, such as Snowflake or Amazon Redshift
  • Custom API sources, such as your own hand-rolled integration

Here’s the general process for adding any non-custom sources to Data Pipelines:

Websites and serversDatabases and data warehouses (reverse ETL)
Step 1: Connect your source
Step 2: Name your source
Step 3: Install snippet
Step 4: Check the connection
Step 1: Connect your source
Step 2: Sync your source
Step 3: Query your source

Pro tips:

  • If you’re using Segment’s JavaScript snippet, replace it with the Data Pipelines snippet. Remember, with a JavaScript snippet, you cannot simultaneously send data to Segment and Data Pipelines. So, once you replace the snippet, your data will start flowing to Data Pipelines immediately. 
  • With server sources, you have two options: swap out Segment’s server package for the Data Pipelines library or modify your code to send events to both Segment and Data Pipelines simultaneously. The latter approach will take longer, but it allows you to review each source individually. This may reduce the chances of human error throughout the migration.

Step 3: Add your destinations

Now that you have connected your sources, you’re ready to set up your destinations. Of course, the steps involved in configuring your destination will change based on the specific destination you enable. But the process will generally look something like this:

Destinations
Step 1: Choose your destination
Step 2: (Optional) Select which sources you want to connect to your destination
Step 3: Connect your destination
Step 4: Review your destination 

The most important aspects of each destination you’ll want to note are its configured Destination Actions in Segment. (We call them Actions in Data Pipelines.)

Actions defines how source data is mapped to your destination. Compare the mapping configurations between Segment and Data Pipelines and translate the values from one tool to the next (they should be similar). While this can be a manual process, it’s critical for maintaining data integrity during the migration.

Destination Mappings in Segment
Actions in Customer.io Data Pipelines

Pro tip: While you can send any properties and events you want, taking advantage of Data Pipelines’ default event mapping options can save you time and effort. Often, the default configuration choices will be all you need.

Step 4: Test and validate your implementation

Thorough testing is critical to a successful Segment to Data Pipelines migration. Let’s face it: human error can, and probably will, happen. So, following an end-to-end testing process will help mitigate mistakes as you go.  

You can use Data Pipelines to test each configured action. If the data flows correctly, you can then move on to the next action on your list. If an error pops up, you can go back and double-check how you’ve configured the event to find any issues. From there, you can retest and revalidate the action before you move to the next one.

Testing each configured action in Customer.io Data Pipelines

Pro tip: Having a backlog of your changes can be helpful if discrepancies arise later. Use your existing audit sheet to note the timing and changes made during each event test. You can easily reference these notes to see what was modified to determine the next steps.

See it in action: How we seamlessly migrated 12 years of data from Segment to Data Pipelines

If it ain’t broke, don’t fix it. Right? When it comes to your martech stack, a set-it-and-forget-it approach might not be the most optimal. It can lead to tech bloat, haphazard internal processes, and missed opportunities for innovation. That’s not great for business or your customers. 

At Customer.io, we’ve spent the last 12 years collecting customer data to inform our marketing strategies. In 2023, when we launched Data Pipelines, our customer data platform (CDP), we decided to reassess how our martech stack was helping us leverage data in our messaging.

We discovered that while our existing martech ecosystem was serving our needs, we could do so much more if we combined our CDP and marketing automation platform (MAP). It was time to migrate from Segment to Data Pipelines.

“Now that we have Data Pipelines and Journeys together in one tool, it’s much easier for me to focus on leveling up our data.”

— Giorgio Leonardi, Marketing Automation Specialist at Customer.io

Giorgio Leonardi, Marketing Automation Specialist at Customer.io

Of course, switching solutions came with its challenges. But, after careful planning, many meetings, and a lot of collaboration between our product, marketing ops, and data teams, we completed the migration. The results?

  • More efficient marketing operations with one solution to manage our MAP and CDP
  • Enhanced collaboration between marketing ops, product, and data teams
  • Greater focus on data innovation and strategy

One solution to manage them all

Personalization is a critical component of our marketing strategies at Customer.io—it’s a core aspect of our brand ethos. But, like most customer-centric companies, our ability to personalize messaging is tied to the accessibility of our customer data. That’s where a single solution for messaging and data has made all the difference.

Giorgio Leonardi, Marketing Automation Specialist at Customer.io

“The transition was more than a platform switch. It marked the unlocking of a more data-centric approach to our marketing.”

— Giorgio Leonardi, Marketing Automation Specialist at Customer.io 

Bonus? Because we automatically integrate Journeys with Data Pipelines, the team didn’t have to migrate the original API call setup from Segment for tracking users; this saved a ton of time during the destination mapping phase.

Teamwork makes the dream work

The migration didn’t just enhance our marketing; it helped foster deeper synergies between our marketing ops, data, and product teams. The best example of this took place during the final phase of our migration. 

As our Principal Product Manager, Sam Nagourney, began configuring the Actions for each destination in Data Pipelines, there would be moments when errors would arise, like an automation trigger no longer firing. By keeping open lines of communication with marketing and data stakeholders—and a detailed backlog of each configured change—every issue was addressed swiftly and collaboratively.

“There would occasionally be errors with the configurations like events not being triggered for specific campaigns in Journeys. Having a backlog of changes and the timestamp of when it occurred was really helpful for mitigating those issues quickly.”

— Sam Nagourney, Principal Product Manager at Customer.io

Sam Nagourney, Principal Product Manager at Customer.io
Detailed backlog of each configured change during the migration from Segment to Data Pipelines

Now, it’s about leveling up our data

With the migration complete, the team’s focus has shifted to refining and optimizing our data strategy to drive further innovation. The first step? Explore opportunities to add new sources and destinations, like reverse ETL, for even more insights into our customers. 

Giorgio Leonardi, Marketing Automation Specialist at Customer.io

“Migrating to Data Pipelines has given me the opportunity to look at ways to level up our data and to find new opportunities to enhance our data ecosystem.”

— Giorgio Leonardi, Marketing Automation Specialist at Customer.io 

Get started with Data Pipelines

Are you ready to unlock the full potential of your customer data? Make the transition from Segment to Data Pipelines and see how having your CDP and MAP together can drive efficiency, collaboration, and added control. 

Ready to get started? Try Data Pipelines now!

Customer Data

Mobile messaging trends for 2024: What marketers need to know

Things are constantly changing in marketing. What might be a best practice one year has completely changed the next. That’s one of the reasons marketing is such an exciting field to work in. When you look at marketing trends year-over-year, you can see how innovation leads to disruption, action, and strategic transformation. 

Mobile messaging is a trend that continues to drive the marketing field forward. And as we move into 2024, this channel is poised for an even greater impact.

Here, we’ve compiled a list of mobile messaging trends for next year and the years to come. We analyzed internal data from our platform and synthesized insights from brands across various industries. 

The results might surprise you.

Let’s dive in.

A look back at 2023

Last year, brands predicted the following three mobile messaging trends would impact their marketing strategies in 2023. Let’s see how these trends played out.

Mobile messaging prediction #1: Brands will experiment more with in-app messaging

Unlike the crowded inbox, in-app messaging capitalizes on a user’s engagement within your tool. Brands can take advantage of the high engagement rates of in-app messaging to deliver personalized and timely messages to their customers.

Where we stand today: This trend continued to grow throughout 2023, with more brands incorporating in-app messaging into their overall marketing strategy.

Within Customer.io, the number of accounts sending in-app messages grew by 187% from 2022 to 2023. That’s a gigantic leap and a testament to the effectiveness of in-app messaging! Yet, our data shows there’s still room for growth. Only 12% of total customer accounts are sending in-app messages today. 

The takeaway? In-app is growing as a mobile messaging channel, and there are a lot of opportunities to leverage it further in 2024. Hint? Personalization will be key (and we’ll cover why below).

Mobile messaging prediction #2: Brands will adopt no- and low-code solutions

The need for efficiency and agility drove this trend prediction, as no- and low-code tools allow brands to quickly adjust their strategies in response to changing market conditions. Plus, the lower cost of these tools compared to traditional development methods makes them an attractive option for businesses of all sizes.

Where we stand today: Instead of focusing on low- and no-code solutions, brands told us their primary focus is more on budget optimization for efficiency gains. In fact, 79% of brands forecast little to no increase in their marketing budget year-over-year. This means businesses are looking for technology to help them make the most of their budget while driving impact. Tool consolidation plays a key role here.

The takeaway? Cost efficiency is a top priority for brands today. As we move into 2024, businesses will likely continue seeking technology to help them streamline their processes and save on costs. After all, time is money!

Mobile messaging prediction #3: Brands will shift their focus to omnichannel marketing

Omnichannel marketing has been a buzzword in the industry for some time now. Brands predicted that in 2023, they would focus more on creating seamless customer experiences across all channels. Mobile messaging is a critical component of that strategy.

Where we stand today: This trend gained substantial traction in 2023. In fact, 64% of brands integrated messaging across multiple channels for a unified omnichannel strategy. 

A combination of channels proved fruitful. Campaigns that combined at least two channels performed 67% better than those that used just one—and campaigns that used three performed 244% better. 

Yet, while combining in-app and push was the most popular choice among marketers, pairing these two channels with email was the way to go. This trio converted at a whopping 913% higher rate than email alone.

The takeaway? Omnichannel marketing isn’t just a buzzword—it’s an essential strategy for businesses looking to deliver personalized, unified customer experiences.

A look ahead at 2024 (and beyond)

Now that we’ve taken stock of the trends that shaped mobile messaging in 2023, let’s turn our attention to the future. Here are three emerging mobile messaging trends that marketing leaders should watch in 2024.

Mobile messaging trend: Email strategies must—and will—move towards mobile

Mobile messaging trend: Email strategies will focus on mobile in 2024

While brands are committed to keeping email as a primary messaging channel, mobile optimization lags behind. Only 16% of brands reported that a mobile-friendly email experience is a key strategy for improving engagement. Compared to 66% of customers who primarily open email on their phones, there is a clear divide between brand priorities and user preferences.

In 2024, we expect forward-thinking brands to adopt responsive and mobile-first email design. Why wouldn’t they? It’s the perfect opportunity to gain an advantage over the competition.

Mobile messaging trend: Personalization will (continue to) take center stage

Mobile messaging trend: personalization is paramount in 2024

With increasing demand for personalized experiences, businesses must find a way to use data within their messaging campaigns. Leveraging user insights to deliver timely, relevant messages across all channels will be critical.

Our data reveals that 81% of brands acknowledge the paramount importance of personalization in their messaging strategy. And guess what? 73% said they were planning to increase their personalization efforts in 2024.

The driving force behind these intensifications is rooted in the power of customer data. To deliver personalized messaging at scale, marketers need technology that can precisely segment and target audiences. In 2024, we expect more brands to invest in customer data platforms (CDPs) to help them achieve their engagement goals.

Mobile messaging trend: SMS will lead the pack—especially for brands without a mobile app

Mobile messaging trends: SMS usage will expand in 2024

In 2023, over half of brands used SMS as a messaging channel, demonstrating its increasing popularity and effectiveness. And for brands without a mobile app, SMS will continue to be a critical part of their mobile messaging strategy in 2024.

Alternatively, refining their in-app messaging efforts will be just as important for businesses with a mobile app. While in-app messaging adoption increased in 2023, only 3% of brands conducted more than half of customer interactions on this channel. Translation? We foresee brands optimizing their in-app communications to boost customer engagement in 2024.

Wrapping up: The future of mobile messaging in 2024

These trends provide a glimpse into the landscape of mobile messaging—but they’re just the tip of the iceberg. 

To gain a comprehensive understanding of what the future holds for your messaging strategy, check out The State of Messaging Report.

Packed with a wealth of insights, predictions, and detailed analyses, you’ll learn how mobile messaging is shaping the world of customer engagement. You’ll then be able to translate insight into action for your own campaigns in 2024—and beyond. Happy sending!

The State of Messaging Report 2023

Mobile Messaging

Forwarded emails breaking? Here’s what to do

Your carefully designed HTML email lands in your customers’ inboxes looking pixel-perfect…and then they forward it. The text becomes messy. Pictures look damaged or resized. The spacing seems strange. Colors have changed. Even your call-to-action (CTA) buttons are broken. Yikes!

What happened? Is it your HTML email code? Your email service provider (ESP)? Usually, it’s neither one—the culprit is how email clients handle the forwarding process. 

Here’s what we’ll be covering today:

Why forwarded emails break

Unfortunately, issues with HTML email forwarding are quite common. The primary culprit is variation among email clients. Each email client handles HTML emails differently, leading to noticeable changes when an email is forwarded.

Some of the common reasons why forwarded emails break are:

  • Email clients removing or altering HTML code
  • Differences in rendering between email clients
  • Differences in settings and preferences of email clients
  • Images being blocked or resized by email clients

This can be frustrating for both the sender and the recipient, as it can create a poor user experience and impact the effectiveness of your carefully crafted email. Luckily, there are several strategies you can employ to maintain the integrity of your email designs. And, while they won’t prevent broken forwards completely, they can help minimize the impact.

4 strategies for managing broken forwards

Let’s dive into the heart of the matter: how to fix forwarded email issues. Here are our four techniques for minimizing the error-prone forwarding process:

1. Keep your HTML email formatting simple

Ultimately, simplifying your email designs is the first step in reducing email forwarding problems. Here are a few tips we’d recommend following:

  • Create and use HTML email templates as single-column layouts. Designed with just one table in HTML, they tend to be less vulnerable to email forwarding problems. 
  • Ensure you convey key information in your email text. As tempting as it is to send image-heavy emails, there’s always going to be a portion of your audience who has images blocked. They will only catch your key message, value prop, or call to action if you include it in the text of your email. 
  • Use special content selectively. Elements like animations and background images are more likely to break when your email is forwarded—so plan accordingly. 

Email clients can still meddle with your design. But, a straightforward approach can ensure your email is readable when forwarded. 

2. If possible, include a view in browser link

A view in browser link allows recipients to view the email on the web, circumventing any email client rendering issues. Here’s why a view in browser link can be helpful: 

  • Improves accessibility. A view in browser link makes your email accessible to a broader audience, including those using older email clients or having certain accessibility needs.
  • Correctly displays your email content. By allowing the email to be viewed in a browser, you ensure that all elements of your email display correctly. This includes images, animated elements, and complex formatting that may not render properly in certain email clients.

With a view in browser link, you provide a backup plan for your email, ensuring that all recipients can view and understand it.

Pro tip: In Customer.io Journeys, you can easily add the default view in browser link to your marketing emails with the following HTML snippet: 

<a href="{% view_in_browser_url %}">View this email online</a>

3. Don’t forward email tests 

Testing emails by forwarding them to your team can inadvertently lead to email formatting problems. When you set up a campaign, you may send a test email to yourself and then forward it to your team for review. However, the forwarding process might alter the email’s formatting, causing it to appear differently than intended. 

The fix? Send test emails directly from your ESP instead of forwarding them.  

Pro tip: In Customer.io Journeys, you can do this using the send test feature. Send test emails to as many people as you like, and they’ll all see the email exactly as you designed it. 

Forwarded emails breaking: example of send test feature in Customer.io

4. Add sharing CTAs

You can’t stop your customers from forwarding your emails. And sometimes, forwarding is exactly what you want them to do. Here are two sharing techniques that’ll ensure the email arrives as intended.

Option 1: The forward-to-a-friend CTA

Forward-to-a-friend CTAs do just that: they give customers a one-click option for sharing your content with their network. It then sends them to a landing page where they can enter the friend’s email address they want to receive your email.

Pro tip: Where the magic really happens is behind the scenes. For example, in Customer.io Journeys, you can collect the friend’s email and any other relevant information as attributes. Then, you can use Liquid to personalize the content of the email sent to the friend.

Forwarded emails breaking: Share with your network CTA

Option 2: The share with your network CTA

Another way to keep your HTML email formatting consistent is by adding share with your network CTAs to your emails. Like the view in browser link, this route makes it easy for anyone to share a link to your email’s web version.

Pro tips: 

  • Include options for multiple social media platforms. X (formerly Twitter), Instagram, Facebook, and LinkedIn are the platforms you’ll likely want to incorporate.
  • Only use these links for ultra-shareable email content snippets. Think Spotify Wrapped-style content or personalized referral codes.

Control what you can (and let the rest go) 

HTML breaks when forwarding are one of many challenges caused by inconsistencies among email clients. While you can take steps to ensure your HTML emails look great for those on your list, all bets are off in the forwarding process. 

Just remember: it’s ultimately a good thing when customers forward your emails. It’s a sign they like your content and want to spread the word. Mitigate the risk of broken telephone with a simplified email design and by including easy options for viewing and sharing. That way, you can rest easy knowing you’ve done your best to keep your message consistent as it goes from inbox to inbox.

Message Composing

Navigating the new email sending requirements for Google and Yahoo

Updated 2/6/24

On October 3rd, 2023, both Gmail and Yahoo announced updates to their sender requirements to minimize the amount of spam received by users. These changes will go into effect in February 2024, marking a significant step in ensuring a safer and more secure email environment for all users.

As an email sender, staying up-to-date with these changes is crucial for ensuring your email practices align with the new requirements. While this guidance was initially intended to apply to senders who send 5000 emails a day, this guidance has been updated such that any senders who send a regular email to their subscribers will be subject to these guidelines. Per Gmail’s recently updated Email Sender Guidelines FAQ: “Senders who meet the above criteria at least once are permanently considered bulk senders.”

This guide will provide you with all the necessary information you need to continue sending emails without disruption.

What’s changing for Gmail and Yahoo

In a nutshell, both Gmail and Yahoo will now require senders to follow stricter authentication protocols for sending emails to their users. They will implement the following email sending requirements:

  • Senders must authenticate all emails using SPF, DKIM, and DMARC. This helps verify that emails come from you (the sender) and not a spammer.  
  • Unsubscribe links and one-click unsubscribe options will be mandatory. This gives recipients an easy way to opt out of future emails. If you’re already using Customer.io Journeys’ default unsubscribe functionality, you’re compliant with this requirement.
  • Spam rate thresholds will be enforced. If you consistently send emails with a high spam rate, your messages will be rejected or sent to the spam folder.
    • Gmail: Maximum spam complaint rate of 0.3%.
    • Yahoo: Maximum spam complaint rate of 0.3%.

The exact evaluation periods for these new thresholds have yet to be released. Still, it’s worth noting that meeting these complaint thresholds will result in some form of blocking being applied to your emails for a certain period of time. 

Another important point to consider is that even if senders meet or exceed a spam complaint rate of 0.1%, they will still experience reputation damage and negative impacts on deliverability with all non-Gmail inbox providers. 

What you need to do before the changes go into effect

With these imminent changes, it’s essential to understand what you need to do to ensure your emails continue to reach your recipients. Here’s a step-by-step guide on what you need to do.

1) Configure SPF and DKIM on your domain

If you’re using your own custom SMTP for sending emails, you must configure Sender Policy Framework (SPF) and DomainKeys Identified Mail (DKIM) on your domain. 

These are crucial email authentication methods that help in preventing your emails from being flagged as spam. You can follow the instructions provided by your email service provider to configure SPF and DKIM.

If you’re already sending emails from Customer.io Journeys’ default network, and your sending domain is authenticated and verified, then no action is required on your part. 

2) Create a DMARC record on your root domain

Gmail and Yahoo have highlighted a crucial requirement for senders who send over 5000 emails in a single day at any given point: a basic DMARC (Domain-based Message Authentication, Reporting, and Conformance) policy.

A DMARC policy is a DNS text (TXT) record technical specification that helps prevent email spoofing and phishing attacks. It allows domain owners to specify how email receivers handle unauthenticated emails from their domain. By implementing a DMARC policy, domain owners can protect their brand reputation and improve email deliverability by instructing email receivers on how to handle emails that fail authentication checks.

To satisfy Gmail and Yahoo’s upcoming requirements, you must create the minimum DMARC record: “v=DMARC1; p=none

This record says, “We have a DMARC policy, but no further instructions are given when SPF/DKIM are not aligned.” 

If you are unsure if your domain currently has a DMARC policy in place, you can quickly look that up using an online tool. MXToolbox’s DMARC Check Tool is one of many options available.
(You will want to check for DMARC on your root domain. If you are sending from notify.example.com, enter example.com in the search field.) Your root domain is your sending domain without any subdomains. DMARC policies configured on the root domain automatically apply to all subdomains by default.

To set it up is easy. Navigate to your domain name registrar’s DNS records configuration and create this record:

  • Type: TXT
  • Host: _dmarc.mydomain.com (replace mydomain.com come with your root domain)
  • Value: “v=DMARC1; p=none

Pro tip: You may already have this DMARC policy in place, but it is the bare minimum configuration. For those who wish to expand this configuration, learn more information on DMARC policies. It is possible that Google and Yahoo will expand their requirements so that a reject or quarantine policy is required, so we encourage you to create a fully fleshed out DMARC policy and benefit from the protection DMARC provides.

3) Ensure that all emails contain options to unsubscribe

As of June 1st, 2024, there are two things you’ll need to incorporate in all the emails you send: one-click unsubscribe header, an unsubscribe link, and a List-Unsubscribe header. (As mentioned, if you’re already using Journeys’ default unsubscribe functionality, this is taken care of automatically). 

Important note: If you are utilizing your own custom domain for HTTP link tracking, you will need to configure HTTPS link tracking. If you are using our default link tracking domain, no action needs to be taken.

What if I’m using a custom unsubscribe system?

If you’re using something other than the default unsubscribe functionality, your emails still need to abide by these new rules. Here are a couple of handy resources for making sure they meet Google and Yahoo’s new requirements:

Per Google’s most recent updated guidance, your one-click unsubscribe implementation must adhere to RFC 8058.

4) Take proactive measures to decrease your spam rates now

Ensuring low spam rates is crucial to adhering to Gmail and Yahoo’s new requirements. The best way to achieve this is to strictly follow recommended email deliverability best practices

Here’s a quick overview of what they are:

  • Monitor your performance. Keep a close eye on your email delivery rates, open rates, and spam complaint rates. If you notice any sudden changes, investigate immediately to prevent further issues.
  • Manage bounces. To maintain a healthy email practice, we recommend keeping your overall bounce percentage below 5% and, ideally, below 2%.
  • Mind your frequency. While keeping your audience informed is important, try not to overwhelm them with too many emails. Balance is key.
  • Keep your IP and domain reputation high. A low reputation often results in your emails getting filtered into the spam folder.
  • Maintain a healthy email list: Higher engagement rates will reduce the likelihood of spam complaints. Use double opt-in, engagement filters, and a sunset policy to keep your list health and engagement high:
  • Set good messaging expectations: Make sure it is clearly indicated on your sign up forms what kinds of messages new subscribers will receive. Leave any opt-in boxes unchecked by default.
  • Send relevant content: Always strive to send targeted, personalized, and interesting content to your audience to improve engagement.

Embracing change for better email deliverability

By following these best practices, you’ll be well-prepared to meet Gmail and Yahoo’s new email sending requirements. 

Remember, these changes are designed to create a safer and more secure email environment for everyone, and your compliance plays a crucial role in achieving this goal.Ready to become a deliverability expert? Sign up for our 5-part deliverability series now.

Deliverability

Dunning emails: tips, tricks, and a template for success

Overdue payments. Outstanding invoices. Billing errors. What do all three have in common? For one, they’re contributors to churn—the nemesis of SaaS and subscription companies everywhere. But most importantly, they’re all easily mitigated by dunning emails.

Dunning emails, also known as payment request emails, are transactional messages sent to customers reminding them of a due payment. While that may sound simple enough, dunning emails are nothing if not powerful. They are vital to any SaaS or subscription business’ retention strategy. 

Here’s why.

A churn benchmarks report from Recurly found that 72% of all failed payments can be recovered. All you need is the right strategy for alleviating payment issues!

That’s where dunning emails come in. 

Of course, dunning emails are an art in and of themselves. From the timing and automation triggers to the subject line and body copy (hint: personalization is key), getting your dunning email strategy right is essential.

When you do, your dunning emails will work as friendly, polite reminders of your product value, reinforcing your customers’ desire to continue using your tool for years to come.

Here’s everything we’ll be diving into today:

The Marketer's Survival Guide to the Churn-pocolypse

Dunning email best practices

Your dunning emails should seamlessly guide customers to turn late, missed, or failed payments into recovered revenue for your company. That’s where your email’s timing, tone, and content come into play.

Timing is (almost) everything

Strategically timing your dunning emails can be the linchpin between success and failure. Dunning has three key stages: pre-dunning, dunning, and post-dunning. During each, you want to ensure your message hits the right chord at the right moment. 

Let’s look at this from the viewpoint of an example company: a B2B EdTech business that provides access to online training courses for leadership development. While they offer standard monthly and annual subscriptions, they invoice some larger clients on 90-day net terms. We’ll pretend this flow is targeting those larger customer accounts.

Pre-dunning 

Before churn delinquency even happens, the company can stop it with two gentle reminders that a payment due date is coming soon.

  • Email 1: Trigger one month before payment is due. This email will be a simple reminder to the customer that they will soon need to re-up their payment. It should be straightforward and to the point: provide the customer with the billing due date and let them know how to make payment.
  • Email 2: Trigger one week before payment is due. As the due date approaches, the educational company may want to remind the customer again that the payment deadline is fast approaching. Mixing in a bit of urgency messaging here helps nudge the customer to take action.

Dunning

As the payment due date arrives, it marks a crucial moment in ensuring the seamless continuation of services for the education company’s customers. A well-timed dunning email can make all the difference between disruption and business-as-usual for customers. 

  • Email 3: Trigger just after the day of expiry. Prompt communication within a few days of when payment was due demonstrates the education company’s commitment to transparency. Most charge failures are due to temporary issues, which retrying the card solves. We recommend sending this dunning email a few days after the initial payment failure.
Dunning emails: triggers in Customer.io

Post-dunning

The reality is that dunning happens at most SaaS and subscription businesses. To ensure continued support and satisfaction for the education company’s customers, you should send the after-expiration email relatively soon after payment is due.

  • Email 4: Trigger five days after expiry. This payment request email should combine urgency with understanding. The company will want to encourage prompt action while making it clear that payment is now overdue—and the consequences of not making a payment.

Pro tip: While we recommend following up quickly about a critical billing issue, allowing adequate time between reminder messages is kinder and more productive. The company could use a Time Delay between each post-dunning email of at least three days. They may also include Time Windows for each email to ensure the campaign only sends emails during weekday working hours (in the customer’s timezone).

Tone: It’s not what you say but how you say it

In the delicate dance of dunning emails, the tone you use throughout your communication is critical. How you communicate can significantly impact how customers respond to your payment requests.

Remain polite and empathetic, always

  • Compassion, goodwill, and cooperation are relationship-building and can help lead to a positive resolution. Consider that the customer may be facing payment challenges—and if possible, offer ways to lessen the burden. If your company provides options to pay by installments or discounts based on company size or industry (i.e., for non-profits or startups), communicate that in your email.
  • Example: “Life happens! We understand that making payments on time can sometimes take a backseat to everything else on your plate. We’re here to help make the process easier for you. {Insert offer for installment payments/discounts based on industry type}.”

Pro-tip: Above all, ensure your tone is consistent with how your company messages customers. If you have enterprise customers, a more formal approach might be appropriate. A personal approach might work best if you have startup and growth-stage customers.

Scale urgency

  • Tailor the urgency of your dunning emails based on the stage of the collections process. For example, you might start with a gentle reminder that payment is due and end with a final notice. 
  • Urgency should become more pronounced the closer you get to the payment deadline. Yet, remember: a respectful and professional tone is always required. 
  • Example: “Heads up! Your payment is {coming up/now due/past due}. As a reminder, your prompt attention to this matter will ensure uninterrupted access to our tools and service.”

Content: Keep your dunning emails conversion-centered

Now that we understand the importance of tone and timing, let’s look at the content of your dunning emails. Every dunning email should contain a few essential elements to keep them conversion-centered and compelling.

Use clear subject lines and preheaders

  • The subject line and preheader text are the first pieces of content the customer will see. Keep them short, simple, and to the point. Don’t mislead your customer or use vague language. They should work together to encourage an open.
  • Example subject line: “Action required: Your payment is due today.”
  • Example preheader: “Keep your account active by completing your payment.”

Make the CTA prominently visible

  • Whether it’s a button or link (or, better yet, both!), prioritize the CTA of your dunning email in your content hierarchy using color and styling. 
  • Reducing friction during the dunning process is important to ensure a faster conversion. If possible, ensure the CTA deep links to the customer’s billing page within your application.

Include invoice details (if applicable)

  • If relevant, add the overdue invoice number and consider using an image of it within the body of the email for clarity. This provides extra transparency and will remind the customer what they are paying for.

Include the customer’s payment details

  • It’s crucial that your dunning email clearly communicates the outstanding balance, due date, payment method, and penalties associated with an overdue payment.
  • Make this information scannable with short paragraphs, bullet points, or subheadings for a better user experience.

7 dunning email examples you’ll want to borrow

With the basics for timing, tone, and content in hand, let’s see dunning emails in practice. We’ll look at what works, and you’ll get ideas on improving your lifecycle delinquency campaign.

Dunning email example #1: Spotify

Let customers know you’re taking action on an outstanding payment without their intervention. Spotify gives a playful nudge by notifying customers of their attempts to resolve the issue. This “no worries” approach is a helpful message rather than a scolding.

Dunning email example: Spotify

Dunning email example #2: Stitch Fix

Stitch Fix creates a friendly user experience. Customers can rectify their billing issue by clicking the highly visible call to action or emailing the company directly. Their sincerity shines through with the text: “We’ll get right back to you.”

Dunning email example: Stitch Fix

Dunning email example #3: The New York Times

The New York Times rarely buries the lede, and here, they put the call to action in the headline of their payment request email. It’s easy to skim with the links and bolded phrases matching the banner color. And while the tone is firm, the company tells customers what they will lose if they don’t take action now.

Dunning email example: New York Times

Dunning email example #4: Amazon

Updating payment information should be simple. Amazon takes an instructional approach, laying out the payment process step by step. They don’t leave the subscriber guessing what to do next. Plus, outlining the steps helps the customer deduce the length of the process. Customers can decide to do it now or when they have free time.

Dunning email example: Amazon

Dunning email example #5: Slack

Slack’s pre-dunning email makes it simple to understand the account renewal process. They include the date that renewal will take place and make it clear this is just a friendly reminder to review billing information.

Dunning email example: Slack

Dunning email example #6: Chase

Chase creates urgency with design and copy in this example of a dunning email. The red ‘payment due’ text in the hero section of the email immediately grabs attention; you know something is up with your account. They also make it clear that payment in full is not needed. Instead, they give the option to pay the minimum amount if that’s better for you.

Dunning email example: Chase

Dunning email example #7: Squarespace

When it comes to urgent payment requests, you can turn up the pressure without sending customers into a full-fledged panic. Squarespace has designed their dunning emails with a handy exclamation mark in the top right corner, signaling customers to pay attention to the message. The company mirrors the urgency of the design with their copy.

Dunning email example: Squarespace

3 dunning email templates (with Customer.io Journeys!)

Feeling inspired? These carefully designed email templates from Customer.io combine persuasive language, strategic elements, and proven techniques to help you craft the perfect dunning email. Even better? Our in-house billing team carefully crafted these emails for our own retention campaigns.

Dunning email 1: Invoice due date approaching (with net terms)

For customer accounts with net terms, we send this email to gently remind them that their annual subscription will be due in a matter of weeks. These payments are typically large, so we want to give our customers enough time to prepare payment for the due date.

Dunning email template: Invoice due date approaching email from Customer.io

Dunning email 2: Invoice overdue reminder

This email is a friendly reminder that payment is now overdue and allows the customer to rectify the situation. Of course, mistakes happen on both sides. We acknowledge that within the email, in case it just so happens, this is a “it’s not you, it’s me” situation.

Dunning email template: Invoice overdue reminder email from Customer.io

Dunning email 3: Card payment failure

When we cannot charge a card on file, we send this email after a few days to inform the customer that payment was unsuccessful. Pairing it with the message “We’d love to keep giving you service” helps let the customer know that they won’t be able to use our tool if they don’t make payment soon.

Dunning email template: Card payment failure email from Customer.io

Unlocking success: An omnichannel approach to getting paid on time

Dunning emails are undoubtedly a powerful tool for combatting delinquent churn, but you can further amplify their effectiveness by integrating them into a comprehensive retention strategy. That’s where communication channels like SMS, push, and in-app messaging come into play. Of course, volume and cadence are critical—no customer wants to receive all forms of communication at once. But, when executed thoughtfully, your omnichannel workflow can be highly effective.

Here’s a breakdown of how you can use SMS, push, and in-app messaging across different stages of dunning to stop delinquent churn in its tracks!

SMS

Texts are perfect for sending concise yet impactful messages, making them highly effective across all stages of the dunning process. 

For example, if you’ve sent an email 30 days before payment is due but have yet to see any action taken on the account within a week, consider sending a text message to customers who’ve provided you with their phone number. 

Keep it short and sweet. Reiterate that the deadline is coming up and include a deep link to where they can make payment within your app. When payment is overdue, send an urgent text message with the amount due and payment instructions. You can even include rich media like a picture of the receipt to convey the message better.

Pro tip: If you’ve only given customers the option to opt in or out of SMS, don’t overdo it on this channel. You could risk an unsubscribe completely.

Push

One significant benefit of push notifications is that they appear on the user’s device—even if they’re not actively using your app. Customers can see them from the home screen, lock screen, notification center, or all of the above. That’s great when you need to get an important message in front of your customers. 

If you notice that email hasn’t moved the customer to action and payment is still overdue, consider sending a push notification instead. 

Consider sending them relatively soon after dunning, such as one day after payment is due and another two days later. Just be sure you’re keeping an eye on how much you’re messaging the customer in other channels. For example, we recommend not sending a push notification the same day as a dunning email.

In-app messaging

Customers cannot opt out of in-app messaging. And, if the customer whose payment is due is actively using your tool, in-app is the perfect way to reach them with a timely payment reminder message. 

In-app also naturally reduces friction for the user to complete payment. They’re already in situ, so a quick redirect to the payment page requires fewer clicks on the customer’s part.

Consider using in-app to notify a customer of their current payment status. You might even personalize the in-app message by highlighting a specific feature or service the customer regularly uses (and explaining that they won’t be able to access it should payment not be received).

Dunning emails: drawing attention to retention

Payment notifications are a standard practice. But there’s always room for improvement. Whether it’s your tone or call to action, experiment with new ways to support your customers. The dunning email is your marketing tool to prevent churn and increase retention.

The proactive approach of dunning emails addresses payment issues before they escalate, showcasing a commitment to customer support. Moreover, these emails serve as a tailored marketing tool, emphasizing the ongoing value of services and solidifying why customers should continue their relationship with your brand. 

Ready to unlock additional strategies to stop churn and boost loyalty? Grab our Retention Recipes today!