Guide

The mobile-messaging playbook: Lessons from 124 marketers 

Nearly 7 in 10 marketing teams we surveyed have moved mobile to primary or co-primary channel status, and the teams that made the jump aren't second-guessing it: 94.6% say mobile-centric messaging outperforms their email-only approach.

But adding channels isn't the same as orchestrating them. Most teams are piloting WhatsApp, layering in push, and testing RCS while still deciding which message goes where on gut feel. The result is more reach and more fragmentation at the same time.

This playbook draws on original research with 124 marketing managers, directors, and VPs across SaaS, e-commerce, fintech, and beyond. You'll see where mobile-first is actually winning, which channels are pulling messaging from one-way broadcast into two-way conversation, and what separates teams seeing real lift from teams still stitching tools together by hand.

Inside, you'll find:

  • Where marketers stand on mobile vs. email today, and how fast the email-first holdouts are shifting
  • The channels driving the most impact right now, from SMS and WhatsApp to in-app, RCS, and LINE
  • Five real campaigns marketers called their most effective, with self-reported open rates and conversion lift
  • The orchestration gap holding teams back, and why better orchestration beats more channels
  • Where 124 marketers say their strategy is headed over the next 12 months
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The mobile-messaging playbook for 2026 marketers | Customer.io