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3 Steps to
Winning
Omnichannel
Engagement
Relevant, personalized, and unified customer
experiences across a variety of channels
Omnichannel Engagement:
Today’s consumers want personalized
omnichannel experiences, and that affects
their shopping preferences.
87%85%
of consumers think “brands need to
work harder to create a seamless
experience for customers”
Source: Zendesk
of consumers say they’d be more likely
to shop at a brick-and-mortar store if it
offered personalized coupons and offers
Source: Google
With these three steps, you can
make omnichannel engagement
a reality for your business.
Step 1
Gather customer data
The best way to start gather customer data is
with a loyalty program.
When people sign up for your program, they’ll
give you the basic details you need to build a
customer database.
Then add to that database by using a customer
engagement platform that integrates with your
POS to track purchase activity and customer
behavior.
Step 2
Send personalized messages
through a variety of digital channels
Use the data you’ve gathered to
automatically send personalized text
messages, push notifications, emails, and in-
app messages—including:
• Product announcements
• Promotions
• Greetings for birthdays, holidays, etc.
• Updates on points or rewards earned
• Thank-you messages
• Recipes or other helpful content
Step 3
Make your locations
part of your omnichannel
customer experience
Encourage your team to engage with
customers in a personalized way that’s
unified with your online interactions, by
using information available at your POS.
Examples:
• Upsell by recommending relevant products
• Speak to a customer by name
• Tell customers their available number of points
• Use other personal details in friendly ways, such as wishing
them a happy upcoming birthday or anniversary
Want all the tools for
omnichannel engagement?
Learn More

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Three Steps to Winning Omnichannel Engagement

  • 2. Relevant, personalized, and unified customer experiences across a variety of channels Omnichannel Engagement:
  • 3. Today’s consumers want personalized omnichannel experiences, and that affects their shopping preferences. 87%85% of consumers think “brands need to work harder to create a seamless experience for customers” Source: Zendesk of consumers say they’d be more likely to shop at a brick-and-mortar store if it offered personalized coupons and offers Source: Google
  • 4. With these three steps, you can make omnichannel engagement a reality for your business.
  • 6. The best way to start gather customer data is with a loyalty program. When people sign up for your program, they’ll give you the basic details you need to build a customer database. Then add to that database by using a customer engagement platform that integrates with your POS to track purchase activity and customer behavior.
  • 7. Step 2 Send personalized messages through a variety of digital channels
  • 8. Use the data you’ve gathered to automatically send personalized text messages, push notifications, emails, and in- app messages—including: • Product announcements • Promotions • Greetings for birthdays, holidays, etc. • Updates on points or rewards earned • Thank-you messages • Recipes or other helpful content
  • 9. Step 3 Make your locations part of your omnichannel customer experience
  • 10. Encourage your team to engage with customers in a personalized way that’s unified with your online interactions, by using information available at your POS. Examples: • Upsell by recommending relevant products • Speak to a customer by name • Tell customers their available number of points • Use other personal details in friendly ways, such as wishing them a happy upcoming birthday or anniversary
  • 11. Want all the tools for omnichannel engagement? Learn More