Whether you are one person or a team of forty people, it is not always possible for you to be there for potential clients. This is a tool like UserEngage  comes in. It's a plugin lead-nurturing "(nutrient lead) complete for your business and it allows you to automate your business's marketing processes from start to finish.

In this tutorial, we will offer you a broad look at UserEngage, including why "lead-nutriting" is necessary for business success. In addition, we are going to review the four main functions of UserEngage, including how they can be used on your website to drive engagement and convert leads.

Let's start!

Why lead-nutriting is necessary for businesses

Let's start by discussing lead management and lead education. Generally speaking, lead management is the process of generating and nurturing new potential customers, while lead is a nurturing process that helps entice customers to make a purchase. It is (of course) critical to your success - after all, a business without customers isn't going to last very long.

There are numerical advantages to implementing a strategy of “ lead-nutriting Especially when you automate the process. For example:

  • You can generate more sales just by interacting with existing site visitors.
  • You have the opportunity to stay in permanent contact with visitors to the site.
  • It gives you the opportunity to learn more about the concerns of your customers.
  • There is a greater opportunity to make additional sales of your products and services, simply because you can better understand the needs of your customers.

To put it simply, the " lead-nutriting Is an essential process for business owners, and it can help you with your serious growth gains.

UserEngage Overview

User engage dashboard

UserEngage is a marketing automation service offering a dedicated WordPress plugin that allows users to create a " lead-nutriting Fully automated for their website.

You can collect and track user data, interact with customers (either live or in an automated way), and create actions on your web page that are triggered when visitors perform certain tasks. Additionally, UserEngage integrates seamlessly with a variety of third-party applications, including Shopify and Zapier.

Key features:

  • Provides a variety of customization settings in all major plugin features.
  • Includes a thorough investigation, A knowledge base et guides to help you get started.
  • Offers seamless integration with WordPress, as well as integration with major third-party plugins such as Shopify.
  • It works with most WordPress themes, official and third parties, including Divi .
  • Allows you to improve customer engagement through live chat, email, and triggered actions.

Price: Starts from 29 $ per month | More information.

4 UserEngage Functions for WordPress You Must Get to Know

The first step, of course, is to install and activate UserEngage. The plugin's website provides you with a simple, three-step installation process (including installation, integration and import), and help you get started in minutes.

Now let's take a look at the four main features of the plugin, and how you can get started using them.

1 - User data and visitor tracking

Your site visitors are your most important asset, so keeping track of who they are and what they are doing on your site is essential. You can achieve this through the comprehensive suite of data and tracking tools that UserEngage offers.

Once you log into the dashboard, you will access an interface that displays a list of users who have recently visited your site. The data you will be able to see will include the user's email (if applicable), when they last visited your site, their IP address, number of page views, and even their browser:

User engage dashboard

Clicking on a user's name will take you to a new page where you can find more information about them, including the exact pages they got to and what they did there:

User profile user engage

There are a whole host of options on this page, including the ability to add notes, and even create a personalized email or chat message to send the user back to your website.

2 - Live Chat

Once you know who your customer is, you'll need to interact with them in an authentic and personalized way, and live chat is key. This is a growing trend among site owners E-commerce, and for good reason. In short, it gives you a personal way to connect with your site visitors, and directly address their concerns.

You will need to set up the widget first, and once you're ready, hover over the dashboard menu on the far left of the screen and select " Conversations> Chat Panel "

User engage chat panels

3 - Email

Also in the theme of customer engagement, UserEngage has a well-developed messaging functionality, which allows you to create campaigns, perform A / B tests, or just send a personalized email to a user.

To check the options, place the cursor on the dashboard menu and select " emails ". You'll see options for email templates, emails, campaigns, and more. To begin, we will create an e-mail message. From the page of emails », Select« Add a new message "

User engage email management

Here you have a variety of customization options. You are able to select an email template, choose the email format (HTML or plain text), and preview the message for either desktop or mobile. Once you have created your email, select " Save (Save) on the upper right corner.

Once you have the basics, you can start creating an email campaign. While some solutions are cumbersome and intimidating, UserEngage breaks the process down into a few easy-to-follow steps.

To begin, go to " emails> Campaigns In the left menu, then select " Create new campaign ". You will see a five step process described at the top of the page. First you will need to name the campaign and provide a description. These two will be visible only to you.

Once you click on “Save & Next” you will be asked to add an electronic version, which will be relevant for split testing, among others:.

Configuration of email campaigns

4 - Actions

One of the most versatile features of UserEngage are actions. These allow you to set up an event to be performed (like sending an email or triggering a discount) when certain actions are triggered.

To get started, go to " Engage> Actions ". From here you can choose from a selection of predefined action templates or create your own action:

Userengage dashboard action

Once you select one, you will notice three "building blocks" that will appear on the right side of the screen:

User engage action creation

There are a number of items you can choose from here, grouped into:

  • triggers. This launches the process.
  • Conditions. Which filters the process by the user.
  • Actions. This is the end result of your triggers and chosen conditions.

To start building your first action, drag and drop the triggers, conditions, and actions to the left side of the screen, then select the flow process and connect them:

Creation of a user engaged action

With actions you can offer personalized discounts for Facebook users, display a form to new visitors, or allow new users to change the language of your formsEg.

To summarize

If you are looking to optimize your lead conversion process, UserEngage for WordPress is definitely a great solution to consider. However, your decision will be based on the unique needs of your website.

Overall, UserEngage is a solid tool for keeping your visitors engaged. While the plugin does integrate with a few third-party apps (like Shopify), it is lacking however, in terms of integration options. However, the support team is very active, and the updates will likely bring more integration.

If you are still not convinced that UserEngage is right for you, they offer a 14 day risk free trial, you have nothing to lose by trying it out.