<h1 class="PlaygroundEditorTheme__h1" dir="ltr">Introduction to EngageKit</h1>EngageKit empowers you to create engaging and personalized customer experiences across all touchpoints in the customer journey. From welcome email series to regular updates, product tours, onboarding checklists, Net Promoter Scores (NPS) tracking, and newsfeeds—EngageKit is designed to streamline customer engagement within ClickConnector.<hr><h2 class="PlaygroundEditorTheme__h2" dir="ltr">1. Email Campaigns</h2>Overview: Email Campaigns enable you to connect with your customers on a regular basis. They can be used to send product updates, collect feedback, make announcements, or share useful content. Regular engagement, such as a weekly or monthly update, keeps customers informed and engaged with your product.Use Cases:<ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Product Updates: Share new features, improvements, and fixes.</li><li value="2" class="PlaygroundEditorTheme__listItem">Feature Requests: Collect feedback directly from users to drive your product roadmap.</li><li value="3" class="PlaygroundEditorTheme__listItem">Announcements: Share important news, events, and partnerships.</li><li value="4" class="PlaygroundEditorTheme__listItem">Customer Education: Provide tutorials, best practices, or industry tips that help customers get more value from your product.</li></ul>Tips:<ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Personalize Emails: Include your customer's name, business name, or specific details about their usage.</li><li value="2" class="PlaygroundEditorTheme__listItem">Set Regular Cadence: Decide on a frequency that keeps customers informed but not overwhelmed—e.g., biweekly for product updates or monthly for feature requests.</li><li value="3" class="PlaygroundEditorTheme__listItem">Segment Your Audience: Send specific campaigns to different customer segments based on their engagement level, plan type, or product usage to ensure relevance.</li></ul><hr><h2 class="PlaygroundEditorTheme__h2" dir="ltr">2. Email Series</h2>Overview: Email Series allows you to set up automated sequences of emails, perfect for onboarding new customers, educating them about your product, or re-engaging those who may have become inactive.Use Cases:<ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Onboarding Series: Guide new customers through setup and initial use cases.</li><li value="2" class="PlaygroundEditorTheme__listItem">Educational Series: Offer tips, tutorials, and industry knowledge in a structured sequence.</li><li value="3" class="PlaygroundEditorTheme__listItem">Re-engagement Series: Reach out to inactive users with reminders and incentives to resume using your product.</li></ul>Tips:<ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Structure Onboarding Effectively: Start with foundational content and progress to advanced tips.</li><li value="2" class="PlaygroundEditorTheme__listItem">Use Behavior Triggers: Send specific emails in response to customer actions (e.g., "Getting Started" tips right after sign-up).</li><li value="3" class="PlaygroundEditorTheme__listItem">Monitor Engagement: Track open and click rates to adjust and refine your series for better engagement.</li></ul><hr><h2 class="PlaygroundEditorTheme__h2" dir="ltr">3. Product Tours</h2>Overview: Product Tours provide an in-app guided experience for users. By creating interactive tours, you can guide users through your product’s features and functionalities directly on your website or within your software.Use Cases:<ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Feature Introductions: Showcase new or complex features by guiding users through a hands-on experience.</li><li value="2" class="PlaygroundEditorTheme__listItem">User Onboarding: Help new users get familiar with the interface and core functionalities.</li><li value="3" class="PlaygroundEditorTheme__listItem">Training and Education: Guide customers through best practices or setup processes.</li></ul>Tips:<ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Start with Key Features: Ensure the tour covers the most essential features that new users need.</li><li value="2" class="PlaygroundEditorTheme__listItem">Use Clear and Simple Language: Keep instructions short, and focus on the value of each feature.</li><li value="3" class="PlaygroundEditorTheme__listItem">Add Tooltips and Prompts: Use tooltips to provide extra context, so users understand how and why to use each feature.</li></ul><hr><h2 class="PlaygroundEditorTheme__h2" dir="ltr">4. In-App Checklists</h2>Overview: In-App Checklists allow you to create actionable, task-based lists accessible to customers via the live chat widget. Checklists can guide customers through setup steps, processes, or actions they need to complete.Use Cases:<ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Onboarding Tasks: Help customers complete essential steps like connecting integrations, configuring settings, or learning basic features.</li><li value="2" class="PlaygroundEditorTheme__listItem">Project Completion Steps: Outline steps for a specific use case or project that customers might implement using your tool.</li><li value="3" class="PlaygroundEditorTheme__listItem">Milestone Tracking: Track important stages in a customer's journey with progress-based checklists.</li></ul>Tips:<ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Prioritize Actions: Start with high-priority or frequently asked tasks.</li><li value="2" class="PlaygroundEditorTheme__listItem">Provide Support Links: Link each checklist item to a help article or video if possible, offering additional guidance.</li></ul><hr><h2 class="PlaygroundEditorTheme__h2" dir="ltr">5. NPS (Net Promoter Score)</h2>Overview: NPS is a metric that helps you gauge customer satisfaction and loyalty. EngageKit’s NPS feature allows you to collect and monitor NPS scores from customers over time, helping you to identify promoters and detractors.Use Cases:<ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Track Customer Satisfaction Over Time: Regular NPS surveys help you keep a pulse on how customers feel about your product.</li><li value="2" class="PlaygroundEditorTheme__listItem">Identify and Address Detractors: Follow up with customers who give low scores to understand and resolve their issues.</li><li value="3" class="PlaygroundEditorTheme__listItem">Promoter Engagement: Reach out to customers who provide high scores and encourage them to leave testimonials or refer others.</li></ul>Tips:<ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Survey Timing: Send NPS surveys after significant events (e.g., after onboarding or after a support ticket is resolved).</li><li value="2" class="PlaygroundEditorTheme__listItem">Automate Follow-ups: Use workflows to send follow-up messages based on NPS scores to nurture promoters or address detractors’ concerns.</li></ul><hr><h2 class="PlaygroundEditorTheme__h2" dir="ltr">6. Video Testimonials</h2>Overview: Collecting video testimonials from satisfied customers is an effective way to build social proof and promote your product. Use EngageKit to request and manage testimonials, which can be repurposed for marketing.Use Cases:<ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Marketing and Promotion: Feature video testimonials on your website, social media, and in email campaigns.</li><li value="2" class="PlaygroundEditorTheme__listItem">Case Studies: Use testimonials as part of a broader case study or success story.</li><li value="3" class="PlaygroundEditorTheme__listItem">User Onboarding: Showcase testimonials from similar customer types to inspire new users.</li></ul>Tips:<ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Encourage Authenticity: Request specific examples of how the product has helped the customer.</li><li value="2" class="PlaygroundEditorTheme__listItem">Incentivize Feedback: Offer rewards or recognition for customers who take the time to provide a video testimonial.</li></ul><hr><h2 class="PlaygroundEditorTheme__h2" dir="ltr">7. Newsfeeds</h2>Overview: Newsfeeds are live content streams associated with your chat widgets. They allow you to broadcast updates, announcements, and content directly to customers, keeping them informed of the latest developments in your product.Use Cases:<ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Product Announcements: Broadcast important updates, new features, or upcoming events.</li><li value="2" class="PlaygroundEditorTheme__listItem">Maintenance Alerts: Notify customers about scheduled maintenance or expected downtime.</li><li value="3" class="PlaygroundEditorTheme__listItem">Community Highlights: Share customer success stories or industry news relevant to your users.</li></ul>Tips:<ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Focus on Key Announcements: Use newsfeeds for messages that add value and avoid overloading users with minor updates.</li><li value="2" class="PlaygroundEditorTheme__listItem">Timing Matters: Plan your announcements to coincide with events like product releases or holiday schedules.</li><li value="3" class="PlaygroundEditorTheme__listItem">Measure Engagement: Track how often newsfeed items are viewed or interacted with to optimize content.</li></ul>

EngageKit empowers you to create engaging and personalized customer experiences across all touchpoints in the customer journey.

# Introduction to EngageKit

EngageKit empowers you to create engaging and personalized customer experiences across all touchpoints in the customer journey. From welcome email series to regular updates, product tours, onboarding checklists, Net Promoter Scores (NPS) tracking, and newsfeeds—EngageKit is designed to streamline customer engagement within ClickConnector.

---

## 1\. Email Campaigns

****Overview:****Email Campaigns enable you to connect with your customers on a regular basis. They can be used to send product updates, collect feedback, make announcements, or share useful content. Regular engagement, such as a weekly or monthly update, keeps customers informed and engaged with your product.

****Use Cases:****

* ****Product Updates:****Share new features, improvements, and fixes.
* ****Feature Requests:****Collect feedback directly from users to drive your product roadmap.
* ****Announcements:****Share important news, events, and partnerships.
* ****Customer Education:****Provide tutorials, best practices, or industry tips that help customers get more value from your product.

****Tips:****

* ****Personalize Emails:****Include your customer's name, business name, or specific details about their usage.
* ****Set Regular Cadence:****Decide on a frequency that keeps customers informed but not overwhelmed—e.g., biweekly for product updates or monthly for feature requests.
* ****Segment Your Audience:****Send specific campaigns to different customer segments based on their engagement level, plan type, or product usage to ensure relevance.

---

## 2\. Email Series

****Overview:****Email Series allows you to set up automated sequences of emails, perfect for onboarding new customers, educating them about your product, or re-engaging those who may have become inactive.

****Use Cases:****

* ****Onboarding Series:****Guide new customers through setup and initial use cases.
* ****Educational Series:****Offer tips, tutorials, and industry knowledge in a structured sequence.
* ****Re-engagement Series:****Reach out to inactive users with reminders and incentives to resume using your product.

****Tips:****

* ****Structure Onboarding Effectively:****Start with foundational content and progress to advanced tips.
* ****Use Behavior Triggers:****Send specific emails in response to customer actions (e.g., "Getting Started" tips right after sign-up).
* ****Monitor Engagement:****Track open and click rates to adjust and refine your series for better engagement.

---

## 3\. Product Tours

****Overview:****Product Tours provide an in-app guided experience for users. By creating interactive tours, you can guide users through your product’s features and functionalities directly on your website or within your software.

****Use Cases:****

* ****Feature Introductions:****Showcase new or complex features by guiding users through a hands-on experience.
* ****User Onboarding:****Help new users get familiar with the interface and core functionalities.
* ****Training and Education:****Guide customers through best practices or setup processes.

****Tips:****

* ****Start with Key Features:****Ensure the tour covers the most essential features that new users need.
* ****Use Clear and Simple Language:****Keep instructions short, and focus on the value of each feature.
* ****Add Tooltips and Prompts:****Use tooltips to provide extra context, so users understand how and why to use each feature.

---

## 4\. In-App Checklists

****Overview:****In-App Checklists allow you to create actionable, task-based lists accessible to customers via the live chat widget. Checklists can guide customers through setup steps, processes, or actions they need to complete.

****Use Cases:****

* ****Onboarding Tasks:****Help customers complete essential steps like connecting integrations, configuring settings, or learning basic features.
* ****Project Completion Steps:****Outline steps for a specific use case or project that customers might implement using your tool.
* ****Milestone Tracking:****Track important stages in a customer's journey with progress-based checklists.

****Tips:****

* ****Prioritize Actions:****Start with high-priority or frequently asked tasks.
* ****Provide Support Links:****Link each checklist item to a help article or video if possible, offering additional guidance.

---

## 5\. NPS (Net Promoter Score)

****Overview:****NPS is a metric that helps you gauge customer satisfaction and loyalty. EngageKit’s NPS feature allows you to collect and monitor NPS scores from customers over time, helping you to identify promoters and detractors.

****Use Cases:****

* ****Track Customer Satisfaction Over Time:****Regular NPS surveys help you keep a pulse on how customers feel about your product.
* ****Identify and Address Detractors:****Follow up with customers who give low scores to understand and resolve their issues.
* ****Promoter Engagement:****Reach out to customers who provide high scores and encourage them to leave testimonials or refer others.

****Tips:****

* ****Survey Timing:****Send NPS surveys after significant events (e.g., after onboarding or after a support ticket is resolved).
* ****Automate Follow-ups:****Use workflows to send follow-up messages based on NPS scores to nurture promoters or address detractors’ concerns.

---

## 6\. Video Testimonials

****Overview:****Collecting video testimonials from satisfied customers is an effective way to build social proof and promote your product. Use EngageKit to request and manage testimonials, which can be repurposed for marketing.

****Use Cases:****

* ****Marketing and Promotion:****Feature video testimonials on your website, social media, and in email campaigns.
* ****Case Studies:****Use testimonials as part of a broader case study or success story.
* ****User Onboarding:****Showcase testimonials from similar customer types to inspire new users.

****Tips:****

* ****Encourage Authenticity:****Request specific examples of how the product has helped the customer.
* ****Incentivize Feedback:****Offer rewards or recognition for customers who take the time to provide a video testimonial.

---

## 7\. Newsfeeds

****Overview:****Newsfeeds are live content streams associated with your chat widgets. They allow you to broadcast updates, announcements, and content directly to customers, keeping them informed of the latest developments in your product.

****Use Cases:****

* ****Product Announcements:****Broadcast important updates, new features, or upcoming events.
* ****Maintenance Alerts:****Notify customers about scheduled maintenance or expected downtime.
* ****Community Highlights:****Share customer success stories or industry news relevant to your users.

****Tips:****

* ****Focus on Key Announcements:****Use newsfeeds for messages that add value and avoid overloading users with minor updates.
* ****Timing Matters:****Plan your announcements to coincide with events like product releases or holiday schedules.
* ****Measure Engagement:****Track how often newsfeed items are viewed or interacted with to optimize content.

Getting Started with EngageKit

Guides and Articles on getting started with ClickConnector

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