Shopify Plus provides rapidly growing enterprise-level retailers with a unique set of features and support, setting the precedent for Shopify Plus Certified Partner Apps and ensuring Shopfiy Plus retailers see rapid results like month-on-month ROI and improved customer lifetime value, no matter what Shopify Plus tools they chose to use. 

But how do you know which apps will set you up for success? And which of the Shopify Plus partner apps are best designed to grow your omnichannel retail business both in-store and online?

Never fear! We’ve selected our top 5 picks with room to grow. Discover our Top 5 Shopify Plus Partner Apps for Omnichannel Retailers below:

Marsello’s Top 5 Omnichannel Shopify Plus Certified Partner Apps

1.  

Powered by Shopify Plus and your point-of-sale, Marsello is the only customer marketing software that integrates seamlessly in-store and online – the ultimate omnichannel marketing tool! By combining data-driven automation, email, SMS, and loyalty programs, Marsello can empower you to deliver targeted marketing for your business that gets results you can trust with closed-loop attribution that tracks your marketing against sales.

Did you know that Marsello is the only marketing software that integrates in-store and online for Shopify Plus retailers, no matter what POS system you use? With an average return on investment of 98x, it’s no wonder why multi-channel retailers choose Marsello to run their marketing and deliver a seamless omnichannel customer experience that gets results.

• • Made for Shopify Plus retailers – Marsello integrates seamlessly across your in-store and online sales platforms to provide a true omnichannel customer experience.

• • Data-driven marketing – Using your customer data, Marsello allows you to deliver targeted and timely marketing that saves you time and gets results.
  • All-in-one marketing platform – Send email and SMS campaigns, use templated designs to simplify your marketing, automate timely communications, collect customer feedback and acquire new customers with referrals, customize and brand a loyalty program to suit your business; Marsello offers all the tools you need to master retail marketing.  
    
    

“Omnichannel retail is customer-centric – driven by the way that modern consumers want to shop. Customers research products to inform their purchase decisions. When they feel fully informed, they are able to make emotion-based decisions confidently and, finally, complete a purchase that they know they’ll love – even for transactional purchases. Making the most of your marketing channels means you’re able to inform and excite your customers and shoppers just like them, no matter where or how they like to shop.”

– Brent Spicer, CEO at Marsello

2.   

Endear is the first and only clienteling app certified for Shopify Plus merchants. Its CRM and messaging platform is made especially for retail sales teams and tracks how messages convert into sales, both in-store and online. Endear empowers retail teams to engage customers over remote channels like email and text while the app takes care of measuring how outreach is performing, including data points like average order value, location of last purchase, and time to convert.

• • Unified messaging – Now every message your team sends on your brand’s behalf is all in one place. Whether sent 1-to-1 or 1-to-many, your customers will never know the difference.
  • CRM – Segment customers based on their behavior in-store and online using filters like product purchased, total spend, zip code, and AOV.
  • Lookbooks – Create and send curated product recommendations right from the app to shorten a customer’s path to purchase. Plus, Endear integrates with your POS so you’re never recommending items that are out of stock.
  • Analytics – Keep your team motivated and see exactly who and what is driving sales each month.
  • Endear everywhere – Cloud-based and available on iOS mobile devices, you can take Endear’s capabilities anywhere and reply to customers anytime.
  • 1-click integration – Shopify Plus merchants can enjoy easy, one-step installation through endearhq.com or the Shopify app store to enjoy a real-time feed of customer data and order history.

“As the digital space gets more competitive and privacy laws more stringent, now is the time for brands to focus on extending lifetime value of the customers they acquire; the best way to do that is through a high-touch, seamless omnichannel experience.”

– Leigh Sevin, Co-founder

3.   

Dor's first-of-its-kind, battery-powered thermal people counter counts the heat signatures of store visitors and is supported by its proprietary machine learning algorithms to maintain and increase the accuracy rates. Dor’s sensor is a peel-and-stick solution that uses a cellular connection which makes it easy and secure to install for both independent and enterprise retailers. Dor customers can see their store’s peak hours and optimize their staff scheduling, integrate Dor into their POS systems and see the conversion rates of their customers and measure their marketing effectiveness by attributing the foot traffic data to their marketing campaigns. 

• • Peel and stick thermal sensors over any door and start counting your foot traffic right away. 

• • One-click integration with your POS allows you to view revenue, foot traffic, and conversion rate all in one place. 

  • Dor uses a cellular network – no WiFi is required in your space. 

  • View and compare foot traffic trends in every store you manage, at any time, from any device. 

  • Avoid downtime with the proactive support from your dedicated customer success manager 

• • Export data via CSV or connect additional tools via API for infinite applications.

“According to shopping behavior research by the Harvard Business Review, 73% of the participants used multiple touchpoints, including the online channels and physical stores, during their shopping journey. This shows us that omnichannel retail is already an essential part of the buying journey. Retailers have to support purchasing trends with other data points such as foot traffic, peak hours, and conversion rates to understand their customers’ needs inside and out, then improve their channels accordingly.”

– Michael Brand, CEO at Dor

4.   

Plobal Apps’ Shopify Plus offering gives retailers the tools to create their own stand-out, fully customizable mobile apps. Improve customer experience with on-brand, UX-driven mobile channels that help you to deliver a unique brand experience, easy-to-use checkout, and personalized engagement with Plobal.

• • In-app campaigns establish seamless customer experience – Run advanced, personalized in-app marketing campaigns and push notifications to drive installs and increase sales.
  • Social media connectivity – connect your app to social media to target new marketplaces and grow your community.
  • Build customer loyalty – offer exclusive and exciting in-app discounts specific to that app channel and selected products.
  • Omnichannel integration – integrate your app with multiple other platforms and Shopify Plus partner apps to create the ultimate toolkit.

5. 

Shipping fulfillment has cemented itself as an essential part of customer experience. With the ability to compare rates and ETAs across 58+ global carriers, Shippo gives Shopify Plus retailers the ability to send their products worldwide without the stress of customs mishaps or misplaced packages. With end-to-end tracking, both the retailer and customer can rest easy knowing that orders are exactly where they need to be. Shippo’s features include:

• • Carrier rate comparisons – save money by comparing which carrier offers the best value delivery within the customer’s shipping region.

• • Sync across sales channels – no matter where you sell, sync your customers’ orders with tracking information so the customer can stay informed at every step of the way.
  • Automatic and CSV upload label creation – automate the shipping label creation process or generate labels from CSV imports.
  • Create a seamless returns framework – improve customer experience with hassle-free returns they trust.
  • Ship globally – international shipping is made easier with pre-filled customs forms.

Final words

An essential part of mastering omnichannel commerce is finding the tools that work best to make your business run smoothly – from marketing and customer engagement, to order fulfillment, your store should run like a well-oiled machine no matter which channel your customers chose to shop from. The above apps will help you to do just that by providing valuable data, insights, and processes that will improve your customer touchpoints and brand experience.

What apps are you using to bridge the gaps between your sales channels? What tools have become essential to your business success and continued growth? We’d love to hear from you in the comments section below!

Cross-platform marketing is becoming an essential part of any marketing strategy as customers become more diverse and move between more platforms as part of their buyer journey. Understanding how to make the most of this approach will allow you to have more positive engagements with your customers, leading to a higher rate of return.

There are certain challenges to be aware of when it comes to starting out in cross-platform marketing. However, there are also specific benefits that you aren’t able to achieve through more static, siloed approaches. Understanding both of these will help you develop effective strategies that help you create more enjoyable interactions for your customers.

What is cross-platform marketing?

Cross-platform marketing creates an integrated experience for your customers. They are able to move between platforms such as your social media, eCommerce website, marketplaces, and physical stores during their research and purchase process. Information is maintained and integrated as they move, providing a tailored experience that feels like one fluid representation of your brand.

The key difference between this and multi-platform marketing is that the emphasis is on allowing customers to move seamlessly between platforms. With cross-platform marketing, the messaging is not statically held in silos, instead, it adapts to the needs of the customers. The customer, not the product, is the center of the marketing activities.

What are the common challenges of cross-platform marketing

Before you begin building a cross-platform marketing strategy, it’s important to understand the challenges that you’re likely to face. This can help you better prepare for them and still achieve success with your strategy.

Cross-platform marketing is more complicated than single-platform marketing by its very nature. This means you need to spend more time considering how to reach the right users at the right time. With a huge array of platforms available, it can be hard to predict where customers are going to be and when. You will need to learn how your ideal customers use your key platforms and use this information to inform your marketing strategy. . What works well as a television commercial won’t necessarily translate into a TikTok video.

In the digital age, there seem to be endless amounts of data to process. However, the quality of this data isn’t always as high as marketers would like. Without a cross-channel marketing platform to bring all of this data into one place, it can be challenging to integrate it well. This also influences knowing the right channels to advertise on.

With cross-platform marketing, attribution can become more tricky. As the customer moves between multiple platforms, it is difficult to define which tactic was responsible for the sale. A more holistic view of attribution must be used, knowing that all tactics contribute towards sales.

7 cross-platform marketing tips to help boost leads

Often, the hardest part of creating a marketing strategy is knowing where to start. Your cross-platform marketing strategy will go a long way by understanding your customers and where they will engage with your brand most. Read our 7 tips to get a good grasp of how to implement a really solid strategy.

1. Make use of buyer personas

By building buyer personas, you’re able to better understand your potential and existing customers. Using real data and insights, you can better understand what segments of your market are motivated by and interested in. This flows through into the content you create and the platforms you show up on.

To create a buyer persona begin with gathering data on the types of people you want to include. Again, this should include existing as well as potential customers. As you bring all of this together, look for commonalities. This includes demographics, purchasing behavior, ways of consuming content, and preferred platforms. A great way to get started is to couple your analytics data and paid advertising to create demographic-based segments from your current customers and create look-a-like audiences, refining your ad group segments as you iterate. You can assume these customers are more likely to convert than more generalized ad groups because they have similar ‘attributes’ to your current customers.

2. Use platforms that resonate with your users

There is an ever-growing list of platforms that you can use to market to your customers. Understanding which of these your target markets are using ensures that you’re selecting the correct cross-channel marketing platforms. These include email marketing, SMS, your website, social media channels, news or information websites, and more.

When building your buyer personas, consider platform selection as part of this process. This will allow you to build customer journeys that move across the right platforms for the right customers in a way that feels natural and fluid. You can then also create content that is platform-specific and relevant.

3. Use a single platform to analyze all your data

When creating content and customer journey’s that move across multiple platforms, there can be vast amounts of interrelated data to report. Although you can’t attribute sales to a single platform or interaction, you want to be able to see all of the interactions that lead up to a sale.

This is why using a single platform to analyze your cross-channel marketing data can simplify your reporting. Having one source of truth that can track your customers between platforms and through the entire journey makes reporting more accurate. Marsello’s integrated platform can help monitor the entire customer experience.

4. Create content for users at every stage of the buyer journey

Depending on where they are in the buyer journey, your customers are looking for different types of content. When mapping out a content strategy, it needs to align with your customer journeys. Your content could be designed to inspire, educate or differentiate; at the end of the day, it needs to be created with your customer in mind – giving them both what they need, while also directing them to interact with your content as you intended.

Your content strategy should include the three key stages of the journey – awareness, consideration, and decision. Begin by looking at the gaps in your current content and where you could supply more information that would help trigger purchase. This could include email marketing that drips features to help build up a detailed picture of your products. Customers may need step-by-step instructions or videos showing novel user cases (depending on what your product offering is). Your content should educate and delight; it should keep your customers engaged and encourage them to delve deeper into your product offering.

5. Explore the benefits of social media

Social media channels have many benefits. They allow you to use visuals to educate and inspire your audience. It also allows for two-way communication, creating a personalized experience for your customers. Websites, print media or television only allow for you to communicate outwardly to your audience. Social media allows you to engage with your audience conversationally, increasing customer engagement and strengthening customer relationships.

Cross-media marketing doesn’t mean that you need to show up on all platforms. Instead, find channels that work well together and are used by your buyer persona and ideal customer profile. Then you can invest the resources in creating channel-specific content rather than attempting to be everywhere and not performing well on any channels.

6. Use data generated to make favorable business decisions

By showing up in multiple channels for your customers, you are able to gather better data to help with your decision-making process. It will help to finesse your buyer personas with detailed customer behavior data such as platforms used and effective messaging. You’re better able to identify trends and patterns as they emerge.

This data allows you to contextualize your audience’s preferences and decisions. Data-driven decision-making naturally builds on this as you are able to point to key metrics to help influence future campaigns. Each campaign then becomes the opportunity to test and further refine your data.

7. Use a cross-channel marketing platform

Using a cross-channel marketing platform allows you to work more efficiently and effectively track data across platforms. Marsello’s omnichannel approach integrates with your other platforms to create a seamless customer experience. You can track customers throughout channels as well as creating platform-specific campaign content.

For example, it allows you to monitor who has engaged with a specific email marketing campaign. You can then follow up with SMS outreach to increase your success rate. Alternatively, you can automatically resend campaigns to those who haven’t opened or engaged with adjustments to better understand what your audience responds to and to increase open rates.

My Sister’s Closet does a wonderful job of maximizing their multi-channel marketing for their buyer personas. Their marketing moves seamlessly from email campaigns, SMS marketing, loyalty programs, to social media and even podcasts. They create content that they know will delight their customers all while encouraging sales. With a tightly integrated tech stack that starts with Shopify Plus, Shopify POS and Marsello, the MSC team are able to make data-driven decisions based on their most engaged customers. In fact, My Sister’s Closet has seen an astounding 641% increase in marketing-related revenue since using Marsello to manage its marketing.

Final words

Cross-platform marketing helps you to boost your leads. It allows you to reach your customers at different times, in different places using different messaging that all ties together to complement your brand and improve customer experience. This means that your content can be more tailored and specific to each interaction and creates more enjoyable interactions for your customers.

Using an omnichannel platform like Marsello can help streamline this process. By integrating with your POS and eCommerce platforms, customers are accurately tracked throughout their entire journey. You can then better attribute sales to your specific marketing campaigns and interactions, giving you data that you can trust to further refine your marketing.

Retail customer engagement is described as the emotional connection between a customer and a brand. The more you nurture the relationship outside of the financial transaction, the more you will gain trust, loyalty, and repeat customers. 

You probably already understand the importance of customer engagement, but how do you start implementing it? How do you create a retail experience that is enjoyable, memorable, and seamless between your in-person and online stores? 

The answer is marketing touchpoints.

In this blog post, we will explain the role of multiple touchpoints in the customer journey. Using examples of customer engagement, we provide tangible advice for you to start implementing changes to improve retail sales and increase customer loyalty.

Quick links:

Marketing touchpoints’ role in the customer journey

7 marketing touchpoints to improve retail customer engagement

1. Engage customers with an in-store mobile experience
2. Build a strong omnichannel strategy
3. Identify your customers’ behavior
   
4. Use live chat support to enhance a retail customer experience
   
5. Leverage technologies like AI and AR for in-store customer service
   
6. Combine your customers online and offline customer behaviors
7. Run a customer loyalty program

Marketing touchpoints’ role in the customer journey

Marketing touchpoints are any moments or methods you use to connect with a customer. This is both in-person and online and can be automated with the help of AI technology or personal customer service. 

Increasing the number of positive interactions with customers is crucial for retail engagement. Increasing sales is not just about the checkout process: consumers want retail experiences. Did you know that 49% of customers claim to have made impulse purchases after a personalized experience, and 86% of buyers are more likely to spend more with great customer experiences (Segment Survey)? 

The marketing Rule of 7 states that consumers need to hear a message 7 times on average, however, you don’t always have to use direct advertising methods (i.e. telling people what is for sale and how much it costs) to be top of mind.

7 marketing touchpoints to improve retail customer engagement

Customer engagement is the sum of multiple moments with your business. 

To scale your retail and online business, you are not just making sales. You are creating experiences through continuous customer engagement. That requires consistent touchpoints with your customers wherever they make a purchase. 

Below are 7 ways you can naturally increase contact with your customers without just directly marketing to them or enticing them with discounts.

1. Engage customers with an in-store mobile experience

Online shopping and mobile access don’t have to be the competition for your in-person store. 78% of young adults use their mobile devices while shopping. You can use it to your advantage! 

Providing an in-store mobile experience can increase retail engagement by making it an interactive shopping experience. 

For example, Sephora realized that customers were checking their phones for third-party reviews, prices, and recommendations. To increase their retail engagement with in-store mobile experiences, they created an app that gave customers reviews and comparisons without having to turn to Google. They also utilize AI to allow customers to try on products virtually by uploading selfies. 

Some simple ways you can create an interactive in-store mobile experience include:

• providing free Wi-Fi for customers 
• offering a system where shoppers can choose the music in-store 
• displaying QR codes that give customers more information on products, menus (for hospitality businesses), and discounts
• creating unique hashtags for social media and encourage people to share their shopping experience 
• creating or making use of an app that lets customers see reviews, products, and discounts.
  
  
  

2. Build a strong omnichannel strategy

An omnichannel marketing strategy is when you integrate both in-person and online retail seamlessly. 

An omnichannel retail strategy puts the customer actions and reactions at the center. It combines all marketing facets from eCommerce, email automations, website CTA’s, and targeted ads to in-store POS purchases and loyalty programs. 

An omnichannel method ensures that visitors become customers and customers become repeat customers by automatically integrating targeted touchpoints at every step of the purchase. 

Omnichannel marketing strategies include methods such as:

• capturing customer data from your eCommerce and brick-and-mortar store to drive measurable growth from your marketing. 
• making it easy for customers to move between online and in-person purchases through customer accounts. 
• driving customer retention through loyalty programs and apps where customers can spend rewards through your POS and eCommerce store. 
• sending targeted and intentionally timed email automations that are designed to encourage repeat purchases and triggered by your customers’ habits. 
• reaching customers through multiple channels (e.g. email, SMS) with discount codes and targeted product recommendations.
  
  

New Zealand-based pet care store, Smack Bang does this effortlessly with the help of Marsello loyalty programs. This clever loyalty program has a 100% customer engagement rate! Their app interface is on brand, shows customers their loyalty accrued points, and integrates with their in-store POS, Lightspeed Retail. This allows their customers to redeem rewards in their oh-so-cute boutique store in the city, or online for optimal convenience. 

Marsello uses all of these strategies to help you increase sales, drive customer loyalty, and effortlessly integrate all of your marketing efforts into one single platform. No more losing customers when they leave your website, no more guessing where your marketing budget is spent, no more making up campaigns as you go!

3. Identify your customers’ behavior

Retail engagement is all about knowing your customers’ shopping habits. The customer is king, but the data you use to market to them is the crown. If you can individualize their retail customer experience with data-driven strategies, you both win. 

Marsello uses customer segmentation to automatically group your customers based on their behavior using RFM. This allows you to market directly to customers at various points in their purchasing journey, as well as exporting the segments into other tools such as social media. 



This highly effective marketing strategy can drastically increase sales. For example, Yuccs, a European brand behind sustainable and ultra-comfortable shoes, uses Marsello to segment their customers to optimize conversions. For Black Friday 2019, the Yuccs team sent targeted, personalized email campaigns based on each customers’ lead origin and brand interactions (e.g. a loyal customer would see a different message than a Facebook ad lead). This campaign resulted in a 38% revenue boost and continued to a 1057% increase in average weekly revenue. 

If you are looking to add segmentation to your next campaign, this Guide to Customer Segmentation will help get you started.

4. Use live chat support to enhance a retail customer experience

Customer support will improve your retail engagement because it improves customer satisfaction.

Customer satisfaction scores (CSAT) are a basic measurement of a customer’s overall satisfaction with a brand or product. 52% of consumers say they have made an additional purchase from a company after a positive customer service experience, so this needs to be an integral part of your customer engagement strategy. 

Utilizing live chat technology on your website shows customers that they can get help easily if they need it. Research shows that customer satisfaction is increased by businesses that value customer’s time more than other satisfaction measures, such as price. Your customer support and average query resolution time matter!

5. Leverage technologies like AI and AR for in-store customer service

Improving your customer service doesn’t just mean more manpower in your store. Artificial intelligence in customer service is changing the way businesses can engage customers both online and in person.

For example, stores like North Face help customers to find the perfect coat by asking them a series of questions about where they will be and what they will be doing. Other larger stores use apps and AI to help customers navigate the store and find items quickly (no more wandering up and down isles).

Another example is setting up your omnichannel strategy to capture customer data and set up customer accounts in-store. This way they can access customer service and loyalty programs seamlessly.

AI allows businesses to scale customer service without sacrificing the benefits of treating each customer as an individual. AI gives you the tools to individualize customer experiences (something that is rated highly by customers) while still being able to scale over time.

(source: allbirds)

Augmented reality (AR) is also fast becoming a popular way for retailers to help themselves stand out while offering an outstanding customer experience. One retailer who knows a lot about ‘standing’ out is Allbirds. With a handful of brick-and-mortar stores and international lockdowns keeping customers house-bound, the celebrate eco footwear brand launched their standalone app, giving shoppers the opportunity to ‘try on’ Allbirds from the comfort of their own homes and get an idea of the shoes and colors they like best.

While creating your own AR-powered app may not be on the cards for every retailer, the point is that Allbirds created a unique customer experience that ensures the company stands out while the customer’s experience is prioritized. What could you implement easily that would create world-class shopping experiences that will have your customers telling all their friends?

6. Combine your customers online and offline customer behaviors

Although online shopping options are increasingly in demand, in-person shopping isn't going anywhere yet. That’s why it is so important to have a strategy that combines data from physical and digital consumer behavior if you have both in your business. This can be simple with CRM software that captures their details in-store and online. 

For example, if someone abandons their cart in your online store, automatically tracking their behavior might look like emailing them a discount code, which then triggers a Facebook ad sequence for your local store where they can see the product in person. 

Another example is customer loyalty programs that allow shoppers to interact with your business in person and online. Integrated systems (like Marsello) let you track customer behavior in person – as you would on your online store – so you can send perfectly timed emails, bonuses, and referral programs to improve retail sales.

This is the power of using omnichannel marketing to stay top of mind!

7. Run a customer loyalty program

Want to turn customers into repeat customers? Customer loyalty programs are an effective way to increase marketing touchpoints and engagement. 

Loyalty programs can be extremely effective for increasing sales because they give customers a reason to keep purchasing from you specifically. 

Some examples of customer loyalty programs you can integrate are:

• Reward points whether they shop online or in-person that can be redeemed virtually or in-store 
• Reward spend thresholds with things like free shipping, discounts, and exclusive products 
• Enable automated emails triggered to send immediately after they purchase to let them know they have won rewards or won VIP status 
• Encouraging and rewarding them for sharing on social media 
• Creating a VIP program that rewards higher purchases and loyalty 
• Start a referral program that lets people who are already fans do the marketing for you (and reward them, even more, when someone purchases!).
  
  

Fashion brand Carolina Lifestyle offers customers an incredibly generous loyalty program that has consistently high engagement rates. Using Marsello, their loyalty program has generated $1.6million AUD for the label, has customers returning every two months to purchase on average, and their loyalty points have a 93% redemption rate.

Improving customer loyalty increases other KPIs such as retention, customer satisfaction scores, net promoter scores, and higher purchase amounts. Cha-ching! 

The best part? None of this needs to give you headaches! Marsello lets you do all of this effortlessly for both your eCommerce platform and POS. To learn how to make the most out of your loyalty marketing, check out The Loyalty Marketing Guide: 8 Strategies for Gaining Customers for Life.

Final words

Retail customer engagement is the secret sauce to gaining customer loyalty and improving their experience with your brand. These integrated marketing touchpoints are the difference between making a single sale and letting customers get immersed in your retail world and keep coming back for more. 

Looking for an easy way to integrate all of these marketing touchpoints and more? Marsello is the all-in-one marketing channel for eCommerce and in-store retailers!

Firestone Digital is unique in the world of Shopify Agencies. Where most have built businesses around the bustling world of eCommerce, Samantha Firestone, Director of Firestone Digital, and her team have taken the view that the world's best retailers are those who have embraced an omnichannel strategy to grow their revenue, strengthen customer relationships, and future-proof their businesses.

And Sam’s right. Research shows us that consumers are demanding a consistent customer experience no matter how they choose to shop. Meanwhile, retailers are increasingly looking for experts, like Sam, to identify the technology they need to deliver that experience.

The way Sam sees it, retail is about more than margins and stock on hand.

“I believe that people like to buy from people, and the reality is many of our retailers sell similar products as their competitors. For my clients, it's important that the in-store experience creates a unique connection with the consumer and that the customer feels comfortable in-store. We extend that to our client's Shopify store, where it's critical that the feeling a customer gets online reflects the experience they get in-store.”

Developing a data-driven omnichannel strategy

Behind the aesthetics of customer experience is the data, and this is where an Omnichannel strategy comes into its own. Having a marketable customer database is native to eCommerce, however, a true omnichannel strategy captures customer purchasing data wherever the customer chooses to shop – and this is what led Sam to Marsello. 

“Make no mistake about it; a customer database is the most valuable thing you can have as a retailer. Established customers are people who have already visited your store; they've already joined your community, they have already purchased from you – these are the people you want to sell to.”

But without a solution to seamlessly capture instore purchasing the data, retailers are only seeing half of the picture: 

“This is what I love about Marsello! It integrates with Point-of-Sale so that the marketing activity we are running is driven by all purchasing behavior, both in-store and online.”

Creating a go-to tech stack

We all have our favorite ‘go-tos’. Firestone Digital's 'essential’ technology recommendations are chosen to support a retail strategy that they know works. 

“I always have a recommended tech stack. The truth is my clients want advice; they want someone else to do the hard work to find out what's out there! We always recommend Shopify for eCommerce, Lightspeed for POS, and Marsello for marketing. We also have a suite of products we add to the mix as needed. It's important to us that we have a relationship with the apps we recommend. This means we know the developers, we work closely with them, and we trust them to support our clients as well as we do.”

One of Sam’s clients, Frankie Say Relax, launched with Marsello at the beginning of June this year with Firestone’s tech stack (including Marsello). By using a combination of automation, targeted one-off email campaigns, SMS and by launching their loyalty program, Frankie Say Relax has grown their marketable database by 10% and has generated 45x ROI on their Marsello subscription.

Final words: building an agency partner network

Marsello is growing, and having recently been included in the Shopify Plus Certified App partner program, we are looking for leading Shopify agency partners like Firestone Digital. We look forward to working alongside more and more Shopify agency partners to bring powerful, measurable marketing technology to the world's omnichannel retailers. 

It’s common knowledge that your retail email marketing strategy should help to grow your business by helping you maintain regular contact with your customers. Rather than waiting for them to come to you, you can reach out to them to encourage a wide variety of interactions, from making a purchase to referring other customers to your store.  

Your marketing strategy should include a collection of one-off, automated, and follow-up emails. As you begin to build out these strategies, it’s important to be aware of some of the essential ‘dos’ and ‘don’ts’ of email marketing. This will help ensure you create email content that drives customers back to your store, converts them, and keeps them coming back time and time again.

Quick links:

1. What is retail email marketing
2. Why is a retail email marketing strategy a must for business growth
3. 7 Do’s for a successful email marketing strategy
4. 7 Don’ts for a successful email marketing strategy

What is retail email marketing

Retail email marketing begins with gathering email addresses from both current customers and leads, be that at the checkout or through initiatives like advertising campaigns. From here, you can start fleshing out captivating campaigns designed to excite and entice email recipients whilst also driving the goal you initially set for the campaign

Think of email marketing as a singular channel that can be used to contact customers in a variety of different ways with unlimited success criteria. Emails are flexible too. They can be produced on a schedule, such as monthly or weekly, or just whenever you have new content to share with customers. Or they may be produced on an ad-hoc basis when there is news to share, like a product launch. They can be tied to other campaigns, like SMS or social media. But there are a few things to consider when developing your email strategy.

Why is a retail email marketing strategy a must for business growth

A retail marketing strategy can help you achieve multiple goals. With your existing customers, you can:

• Stay front-of-mind with reminders, which is especially important if there is a long time between purchases,
• Communicate and build excitement for promotions with teases, early-access and exclusive offers,
• Strengthen customer relationships by maintaining customer engagement,
• Send timely reminders to encourage repeat purchases, based on past purchase details,
• Encourage customer referrals through incentives and reminders.

With potential customers, you can: 

• Promote your brand story and build trust by sharing more about your business,
• Help leads understand the variety of products you offer and what solutions you can offer them,
• Nurture new customers as they move through awareness, consideration, and onto decision,
• Offer updates such as product releases or new menus that could excite them.

Consistent communication is especially important for products that require some research or a long lead time.

7 Do’s for a successful email marketing strategy

When building email into your retail marketing strategy, there are several actions you can take to ensure it’s a success. The first for these begins with how you grab your audience’s attention. Then, ensure your content is action-driven, concise, and easily digestible. Finally, make sure you’re reaching the right people, and creating an outstanding customer experience ensures ongoing engagement.

1. Have a great subject line

Subject lines can make or break the impact of your email marketing campaign. Those few words have to convey to your audience enough to make them want to open your email and read more. A great way to improve your open rate is to use personalization. Adding a customer’s name to your retail email subject line makes them 26% more likely to be opened. This can easily be achieved by adding a merge tag to your subject line or email content.

Once you’ve decided on a few different options to use for your subject line, it’s a great idea to use A/B testing. This allows you to get back real data on what your audience responds positively to.

2. Use an official email ID 

You’re a professional business and want to come across as such to your customers. Using a generic, free email address that ends in something like @gmail.com or @outlook.com will not tell your customers that you are an established business. Instead, using an email address that ends in your business name will convey to your customers that you are legitimate.

For example, we use xxx@marsello.com for our email marketing; this means when our customers see it in their inbox, they’ll know exactly who it’s from and what it’s about and helps to build trust in emails from ‘@marsello.com’ accounts.. You can use services like Google, Outlook or Squarespace to get official email addresses for your business.

3. Experiment with different CTA’s

Your call-to-action is another place where using A/B testing will help you to manage your content and improve your results. Your audience may like buttons that prompt them to “Buy Now!”, or they may need more information first and prefer an invitation to “Learn More Here”. A/B testing gives you data on what is going to drive the best results with your specific audience.

You can also test out different creative options. Alternate featured products, imagery, color themes, and button placement can all provide valuable data. You can then review click-through rates if you’re looking to raise brand awareness. Or, if you’re looking to drive purchases, look to see which emails resulted in the most purchases to further refine future emails.

4. Keep your message concise and to the point

Your audience is busy. They want you to get to the point. Whatever you’re emailing about, whether it’s a new product or a sale, let them know upfront. In journalism, this approach is about not burying the lead. Think in the same way. Tell your audience what you want them to know in the opening of your email.

One way to do this, especially relevant for newsletter-style retail emails, is to give an overview at the top. Let them know what’s further down the email so they can skip to the parts that are interesting to them. This means they won’t miss out on important information and you’re also respecting their time.

5. Create content aligned to your content marketing strategy

Email marketing for retailers is more than just creating emails. You need to also consider where you’re sending your customers and what other information will support them on their purchase journey. Creating content provides more ways for your customers to interact with your business and products.

There are various types of content you can create. You can undertake photoshoots, create video content, start a podcast or write blog posts. This content can then be shared across social media, your website, and in your emails. It can show your customers more ways to use or wear your products, care instructions, or behind the scenes of the production.

6. Create a targeted email list

Using targeted marketing lists ensures you are getting the right messages to the right customers, at the right time. Personalization goes beyond just adding a customer’s name. It also means sending relevant information. This could be abandoned cart notifications, when new products are launched or when specific products go on sale. Whatever is right for each customer segment.

Segmenting your list leads to an increase in your open rate. Your audience will know that when they receive an email from you, it’s relevant and worth opening. This makes them more likely to click on links and to complete purchases. Marketers have found segmenting your audience can increase your email revenue by 760%.

7. Create a great user experience

Your overall retail user experience needs to extend to your email marketing. Begin by not overloading your recipients with information or options. Trying to take on board too much will only overwhelm your customers and lead to them not taking any action at all. You have 11 seconds to convey your story to your customers. Use it wisely.

Also, take into account Hick’s Way. It states that the more options there are, the slower we are to make a decision. And the more likely we are to not decide at all. Think about which choice you’d make faster: between chocolate or vanilla ice cream or between 100 flavors. Using only a single call-to-action throughout your email will help keep your customers focused and not lose them to decision fatigue.

7 Don’ts for a successful email marketing strategy

Now that we’ve covered what you need to make sure you have done, let’s cover off what you need to make sure you’re not doing. Negative customer experiences can quickly undo any good work you’ve done. 

1. Send overly promotional emails

The overly hard sell rarely works. Your customers, and potential customers, don’t want to feel like you’re constantly in their inbox pushing your products. Instead, you want to show up, offer advice, provide information, and ensure your customers think of you when they’re ready to purchase.

When writing your emails, check and see that there is value for your customers in each one. It could be information on expiring loyalty points, new season launches, or upcoming events. It could also include discounts but the value of the email doesn’t have a monetary value. Find various ways to provide value to your customers to ensure they continue to open your emails.

2. Not optimizing emails for all devices

When you are designing your emails, you’re likely to be doing it on a desktop. However, when your customers read them it’s likely to be on mobile. Ensuring each email is optimized for mobile devices ensures your customers can read them easily and that the design is intact.

The key elements to look for when optimizing your emails are images and layout. Large images can be slow to load on mobile devices. Some people will also have images turned off to reduce data usage. Ensure your images are small and that your email still makes sense without them. This can mean making sure they don’t contain essential text. Also, review your layout on a smaller screen to see how it is adjusted. Make sure images and text are in the right order and text isn’t cut off.

3. Purchasing an email list

Privacy and personal data should always be taken seriously. It might seem like a good idea to purchase an email list. You can reach additional people you wouldn’t have been able to otherwise. You can grow your audience and turn more people into customers. However, there are severe downsides to purchasing an email list.

Because these people have not given you permission to email them, they may mark your emails as junk or spam. Then email providers are likely to start marking all future emails as spam. This can prevent you from emailing customers who have signed up to hear from you. If you’re considering purchasing a list, our advice is don’t.

4. Not adding an option to unsubscribe

Customers want to feel in control of their email inboxes. Being able to pick who they are receiving emails from is an important part of this. Just because someone no longer wants to receive your emails doesn’t mean that they are no longer a customer. They may be closing an email account or prefer to get updates on another platform.

By creating an enjoyable, simple unsubscribe process you’re more likely to keep the customer. The button or link to unsubscribe should be easy to find within your email. Once clicked, take them to a branded page with options. It might be certain content that they don’t want to receive. Or you may be emailing them too often. Providing them with the ability to adjust their email settings may mean that they stay subscribed. 

5. Not personalizing your email campaigns

Adding personalizations to your emails is a great way to make them more engaging and relevant to each customer. This can be done at the level of market segments. If you sell a range, contact customers with specific products. This will increase the relevance of the emails and improve the customer experience. 

Personalizations are also relevant at the customer level. Including the customer’s name in the subject line increases the likelihood of it being opened. Also sending abandoned cart or loyalty point expiry emails that are customer-specific helps to nurture your customer relationships.

6. Manually creating every email

You only have so much time to create and send emails. But you need to be using them to stay in regular contact with your customers. How to make this whole process more efficient? Templates and automation. First, work out what sort of emails you frequently send, then build simple templates that you can use for each type.

Using a system like Marsello that allows you to automate your emails will save you time. You can build emails that will be sent based on certain triggers, ensuring that all messages get sent when they’re relevant. This can help encourage sales by prompting customers when they’re most likely to purchase.

7. Overusing images in emails

Images might make your email look pretty on a desktop, but what about on mobile? The majority of emails are opened on mobile devices. So two of the key ways to make your email campaign successful is to ensure your email makes sense without the images and loads quickly. 

Data usage caps mean that some people will have images turned off on their emails. If there is key information in your image, your customers might not be able to understand your email without it. So make sure the email makes sense without any images. Also, ensure that any included are an appropriate size to decrease loading time. 

Final Words

When designing your retail email marketing strategy, there are a few simple tricks to ensure it is a success. Using an automation system like Marsello can help speed up the setup process. It will also ensure you are reaching your customers at the right time, which means not missing out on potential sales.

Are you interested in building a successful email marketing strategy for your retail or eCommerce business? Request a demo from the Marsello team to see how you can create tailored, personalized emails to drive traffic and sales.

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Omnichannel retail trends will continue to shape the retail landscape in 2021. Consumers are continuing to demand exceptional customer experience, both online and in-store. It also includes the transition between the two. If there’s friction, you risk losing customers. Omnichannel marketing provides a seamless transition for your customers.

So what do you need to be implementing in your business? After helping hundreds of businesses build successful omnichannel marketing plans, we can see the trends emerging. We know what is going to turn visitors into customers, increase customer loyalty and improve revenue. Here are the important trends to watch and how to implement them.

Quick links:

What is omnichannel retailing?

Omnichannel retailing is a retail strategy that integrates all of your offline and digital channels. By taking a customer-centric approach, high-touch shopping experiences take place across multiple channels.

For example, when retailers integrate these channels, customers can check inventory online before heading in-store to complete their purchases. This creates a positive customer experience which drives customer loyalty. And the more loyal your customers are, the more likely they are to become brand advocates.

Omnichannel marketing ensures that customers receive a cohesive shopping experience. By creating a seamless experience between sales and marketing channels, you can build trust and brand engagement.

8 Omnichannel retail trends to follow in 2021

The major retail omnichannel trends that we are seeing are an increase in the rate and amount of change. Customers want to purchase in new places and in new ways, especially contactless methods. Personalization and loyalty are creating better customer experiences. These can be driven by machine learning and AI technologies. Here are the key trends to follow and embrace:

1. Increased digital transformation

Retail digital transformation has accelerated in the last year. Those that didn’t have a digital presence suddenly found that they needed to set up a website, ordering platform, or digital communications strategy. This trend will continue as businesses see benefits and customers continue to expect digital offerings.

Your business needs to be set up for digital experiences. This way as shoppers transition across your different channels, their customer experience can be continually refined and improved. Processes that were once hastily set up can now be rethought and improved. By using data from existing customer experiences, you can tailor these processes to become exceptional.

2. Shopping-enabled social media experience

Social media has become a great way to show off your products, grow your audience, provide customer support and drive traffic to your website. While it’s still a powerful tool for enabling all of these things, it's also developed into so much more. Increasingly, businesses and ensure their social media channels are shopping enabled, meaning their customers don’t need to leave the platform they're browsing from to make a purchase.

Social media retail is more seamless than taking them onto your website to complete the transaction. The more friction you can remove, the higher your conversion rate will be. You can even go one step further and, if it's in your marketing strategy, make the most of influencers by making their posts shoppable. All of this provides you with more data on which posts are driving the most sales while also improving the customer experience.

Let's see this in action.

Sustainable Tomorrow is an innovator of environmentally-friendly bamboo electric toothbrushes based in Ireland. They maximize the impact of their eCommerce store by making use of Shopify's Facebook integration, giving shoppers the ability to make a purchase straight from the company's Facebook page. 

By removing steps from the shopping process, Sustainable Tomorrow is able to elevate its customers' experience with the brand and hit the ground running with positive customer relationships. From here, it's much easier for the brand to nurture customer loyalty and maximize their customer lifetime value. We can't wait to see Sustainable Tomorrow's growth with their bamboo electric toothbrushes and other sustainability-focused products.

3. Bridging the gap between the online and offline experience

Augmented reality is a great way to blend online and offline experiences. It allows customers to view products to see how they’ll look in real life. You can use this for virtually trying on make-up, clothing, or shoes. Or allow customers to see how home furnishings or televisions will look in their space.

Integrating mobile experiences into your retail store can help make the shopping process faster for customers. Large format or big-box retailers can help guide customers to the exact aisle where the product they’re looking for is located. Or utilize click-and-collect to speed up check-out processes.

Let’s look at an example from a big player.

AllBirds took the world by storm with their revolutionary wool sneakers – but for a long time, they were solely an eCommerce store. Even now, their brick-and-mortar stores aren’t available in every country that they ship to. So how can their customers get an idea of the product in action? How will it look on them and does it suit their style or needs? Recently, AllBirds released their own app which allows customers to try the sneakers on with AR technology.

Source: AllBirds

What did the multinational retailer have to say about the exceptional addition to their customers’ shopping experience?

“Shopify continues to be a very important partner, but as a vertical retailer, we understand the importance of providing unique, brand-aligned experiences for our customers,” an Allbirds rep told Retail Brew.

4. Contactless customer experience

The COVID-19 experience for many retailers has been tough. However, it has encouraged the adoption of some technological advances. Especially around contactless shopping and omnichannel retailing. This can range from paying via an app for in-store purchases to curbside pick-up.

Setting up digital customer loyalty programs is a great way to implement a contactless customer experience in your business. Reducing the need for loyalty or stamp cards means one less physical interaction. It also allows you to improve your loyalty system with better tracking, segmentation, and data collection. This can help you with targeted marketing campaigns in the future.

5. Increase in personalized shopping experience

Understanding your customers and providing them with tailored messaging is becoming increasingly important. It’s also easy to implement with the right omnichannel marketing platform. Utilizing the data you collect from customers online and in-store allows you to reach out with relevant, timely information.

Creating tailored messaging can mean reaching out with specific offers that you know are likely to trigger a purchase. Automation allows you to use triggers such as unredeemed discounts or loyalty points to make contact with valuable information. This personalized shopping experience makes customers more likely to engage with your SMS and email marketing.

Let’s look at another augmented reality example to understand how AR can be used to create a personalized shopping experience – particularly in these post-pandemic times where travel is largely inaccessible but personal interaction is craved so deeply.

Vivant Wines have gone above and beyond to create a customer experience that will leave any shopper buzzing. At-home, personalized wine tasting through a dedicated Vivant-created platform!

Michael Baum, owner and creator at Vivant, was motivated to “recreate the magic of wine experiences without the carbon footprint of physical travel.” On creating the immersive experience, he said, “We have brought together an international team of wine educators, product designers, software engineers, and media producers to create a new platform where people can meet responsible winemakers around the world and taste their wines alongside expert wine advisors, wherever they are.”

Source: Vivant Wines

Customers purchase an ‘experience kit’ through Vivant's website, selecting a variety of wine tasters such as 'Food and Wine Pairings'. Each listing includes a summary of each wine they'll receive and details on when the next online tasting session will occur. They’re then able to join the dedicated immersive tasting experience, offered through Vivant’s platform. In these sessions, customers are introduced to knowledgeable industry professionals and educated on the wines they’re tasting. 

While this kind of example isn’t necessarily accessible to every retailer, it’s thinking outside the box and engaging customers in a new and enthralling way we love! It doesn’t get much more personalized than this. And with a clear customer funnel and purchase intent, it’s easy for Vivant to re-engage these customers and nurture their loyalty.

6. Wide use of digital payments

Digital payments were on the rise long before 2020. But it is one of the online retail trends that has picked up the pace. Many customers are using Apple Wallet or AliPay to be able to shop without their cards. Also, peer-to-peer platforms like Venmo and cryptocurrencies are becoming more widely accepted.

Customer demand is driving up the use of cashless alternatives. In 2017, the industry was worth $3 trillion. By the end of 2021, it’s estimated to be up to $6.6 trillion. Allowing your customers to pay how and when they want will increase sales.

7. Driving store traffic via mobile promotions and loyalty programs 

Omnichannel marketing also needs to include triggers to encourage purchase. Customer loyalty programs are a simple way to drive customers back in-store or online to repurchase. Automated triggers, rewards, and reminders put your program on autopilot so that you know you are reaching your customers at the right time.

Using loyalty programs can help create buzz. bCODE, a brick-and-mortar destination for Skechers and Havaianas in Nigeria, did just this when they launched theirs. Utilizing a ‘double points’ campaign, they achieved a 20% open rate and a 94% increase in customer’s average loyalty points spent.

8. Increased use of AI and Machine learning

Machine learning and AI are allowing retailers to provide better personalization. By better understanding your customers, what they like, and what they need, you can provide them with tailored marketing. This enhances the overall customer experience, which leads to higher customer lifetime value.

Yuccs, a sustainable and ultra-comfortable shoe brand, uses this approach to create powerful email marketing campaigns designed to engage different customer segments and increase conversions. For example, in 2019 they segmented clients based on multiple factors - lead origin as well as their existing interactions and purchases. This level of customer understanding and personalization saw a 38% revenue boost.

Final words

Omnichannel retail trends will continue to have an impact across the sector in 2021. Adopting these in your business can drive more traffic to your store or website. They can initiate sales, improve loyalty and increase customer lifetime value.

Understanding which of these options will work best for your business can be challenging. The team at Marsello can help you design and implement an omnichannel marketing strategy that is right for you. Get in touch with the team today to request a free demo.

With marketing automation, you can reach the right customers at the right time with the right information to drive sales. Whether you have retail stores, an eCommerce site, or both, automated marketing can help build and maintain effective marketing systems.

Once turned set up, automated marketing systems can help you stay in regular contact with your customers while building customer loyalty with data-driven content such as product recommendations. With frequent contact designed to foster customer loyalty, retailers can actively drive customers back in-store or online (known as customer retention) with minimal ongoing effort.

Essentially, automated marketing is the curated combination of strategic marketing and software, and a good automation system will allow you to stay front of mind with your customers while improving your relationship with them. And once it’s all set up, marketing automation software keeps running in the background as always-on marketing.

Quick links

1. What is marketing automation?
2. How does marketing automation software work?
3. The advantages of marketing automation for eCommerce businesses
4. The advantages of marketing automation for brick-and-mortar stores
5. Final words

What is marketing automation

Automation software allows you to send timely emails and SMS campaigns based on your customers’ behavior. ’Triggers’ are linked to specific behaviors or actions, like an initial purchase or an abandoned shopping cart– in turn, this automates a communication (email or SMS campaign) that includes targeted and action-relevant information designs to encourage a purchase.

By understanding your customers and their ‘journey’ with your store from lead to loyal customer, you can set up automated campaigns that engage shoppers at any number of key moments. This could be when they are most likely to re-purchase or even recapturing them before they churn. With automated systems, this all happens automatically with the help of triggers, ensuring you never miss an opportunity to engage with your audience.

How does marketing automation software work?

Marketing automation works by following your customers through their journey and engaging with them at set key moments (triggers). The first key moment is after the customer’s initial purchase. Once completing their first purchase, shoppers have established a positive view of your business and are likely to buy additional items. You can use this information to reach out to these high-value customers and encourage them to shop with you again. Another effective time is when customers have placed items in an online cart but have not completed the purchase.

The second phase of automation is the follow-up to these emails. If the emails have not encouraged your customers to initiate a purchase, you can send reminders and limited-time discounts to further prompt them to shop.

Other key moments could include birthdays or anniversaries. Automated marketing doesn’t stop at obvious triggers too. With customer segmentation, the options for customer retention see massive expansion. For example, you could create an automated campaign that triggers when customers from your ‘best’ customer segment make a purchase, thanking them for making a purchase, encouraging them to share their experience on social media or in a review, and offering them an exclusive VIP discount for their ongoing loyalty. Or you could tailor your automated birthday flows so your best customers feel a little extra love on their special day by curating a birthday automation specific to that segment.

The advantages of marketing automation for eCommerce businesses

1. Saves time while nurturing customer relationships

eCommerce marketing automation will save your business so much time. Rather than using valuable and limited resources to build countless campaigns, you’re able to implement personalized, perfectly timed marketing that feels authentically engaging but also requires minimal upkeep.

Personalization is an easy addition too. Most campaign builders use drag-and-drop modules or blocks to make building campaigns as straightforward as possible. Easily include personal details like merge tags (which automatically include the customer’s name) or recommended products (based on previous purchases) to improve the relevance and effectiveness of your marketing.

Automated marketing also ensures your messages are timely; special offers for birthdays or follow-ups for unredeemed discounts send personalized campaigns as soon as the customer ‘enters the flow’ by completing the set trigger action. With eCommerce automated marketing, spending time checking on client data and then sending relevant emails is a thing of the past.

2. Provides personalized experience

Customers don’t want to receive marketing materials that aren’t relevant to them. It’s frustrating and may even decrease your open rates as customers lose interest or feel spammed. Instead, creating personalized marketing means that your customers are more likely to open your emails time and time again, engage with the content and complete a purchase (thereby increasing their loyalty).

Simple examples include using your customers’ names in the subject line of your emails. You can also insert recent purchase information if asking for feedback or suggested products based on previous buying behavior.

Another great example is including abandoned cart information to people to encourage customers to finalize their purchases. Ozzie Collectables do precisely this by using automated email flows to remind customers about the contents of their abandoned cart. Ozzie Collectable sends a total of three emails within this flow (if the customer hasn’t already gone back and finalized their purchase).

Ozzie Collectables have seen outstanding benefits from making the most of automated marketing. While seeing 214x ROI with their Marsello marketing, it’s automated email flows that have generated 38% of their total revenue. Read their success story and others like them.

3. Advanced reporting helps decision making

When do your customers want to hear from you? What kinds of emails drive a higher sales volume? Are there segments of your audience that just need a reminder, not a discount, to encourage purchases? Are your customers reading your emails and then heading in-store to purchase?

Advanced reporting of your marketing automation can answer all these questions and more. It can help you better understand which pieces of content your audience is responding to. This can help you further refine and improve your marketing.

4. Helps improve revenue

Marketing and eCommerce automation is an easy way to increase average customer revenue with fast results. As well as improved loyalty, staying front-of-mind with your customers will also help increase the revenue you generate from each customer (also known as customer lifetime value).

One way to do this is through discounts to price-sensitive customers. Discounts work best when they’re curated and not offered with a blanket approach – basically, you don’t want to offer all your customers a discount because some will buy your products at full price with just a simple nudge in that direction. Automation can be used to offer exclusive, limited-time discounts to customers who might need this extra incentive, and you can best find this customer data with the advanced reporting we mentioned above.

Automated follow-ups and reminders can also drive purchases and revenue. These can be related to sales, loyalty points, or special offers. By excluding customers from your automated flows as soon as they complete a purchase or utilize an offer, you’re ensuring that customers only receive relevant marketing and that you don’t accidentally lose revenue with single customers receiving multiple discounts. But the best part? You’ll be able to build this exclusion into your email flow, making your reporting accurate and ongoing management of recipient lists hands-free.

5. Improves customer experience and lifetime value

Acquiring new customers can be expensive. In fact, it’s around 5x more expensive to acquire new customers than it is to keep existing customers. So rather than investing all your marketing spend into building new customer relationships, you are better off spending money to improve customer experience. This increases the customer lifetime value as their loyalty grows and customers stay with you, spending more over an extended timeframe.

Marketing automation can provide a better experience for your customers by ensuring they are informed and engaged at every touchpoint. Whether it's an update to their loyalty point status or special offers, any information that will improve their interactions with your business are valuable assets to an automated marketing strategy.

6. It helps marketing across multiple channels 

Your customers are moving across the internet, from email to social to websites. Being able to automatically reach them across all these platforms can help reinforce messaging.

Your audience will need to hear from you multiple times before taking action. Reaching them on different channels means that this doesn’t have to be done all in their email inbox and gives you the freedom to be a little creative with your different campaign touchpoints. Syncing the audiences you use for Facebook advertising with your marketing lists ensures coherent and consistent messaging across platforms. Just make sure that all of your marketing efforts feel seamless and recognizable, thereby adding to their customer experience.

The advantages of marketing automation for brick-and-mortar stores

1. It builds an effective workflow 

Retail marketing automation can help you nurture your customers. With good segmentation and data, you can understand the warm leads that need a little prompting to come in-store, and you can create campaigns that update loyal customers who just want to know about new products that have landed so they can be first in line at your door.

With automation, you can also learn which incentives and reminders help to bring customers in-store and which communications or content doesn’t work as well as expected. Results-focused experimentation will also help you tailor your automated promotions, time-sensitive emails, and directive prompts to best suit your audience. It's these insights that you can use to build workflows that are guaranteed to see the results that you’re hoping for – whether that's increased sales, improved loyalty, or just brand awareness.

2. Helps build interaction with customers

Building loyalty can be a crucial driver in retail success. You want to ensure your customers think of your store as the first port of call for your product offering. Customer loyalty can decide the fate of a retail store.

Retail marketing automation combined with loyalty marketing, sales, customer experience, and data-driven triggers will help you develop your customer relationships. By keeping the conversation going throughout all channels (emails, SMS, social media, etc.) and touchpoints, you’re able to strengthen the customer’s connection to your business and improve their confidence that your store is the answer to their needs.

Whether you’re creating complicated automations based on customer segments, their needs, and specific behavioral triggers, or you’re simply automating an “It’s on its way” shipping email, it’s the curated communication and dedication to improved customer experience that’s going to see results.

3. It helps provide an incentive to loyal customers

Incentivizes offer a powerful opportunity to draw customers in and increase engagement. It's simple really. By offering loyalty points, special products or events, or limited-time discounts, you encourage actions like purchases or the creation of loyalty profiles, which are trackable events and easy to follow up with more incentive-driven communications. It’s about ensuring your automations offer the right encouragement to the right customers at the right time, driving their behavior with perfectly planned messaging and CTAs.

By using customer data you can track who your most loyal customers are and reward them. But improving customer loyalty isn’t just restricted to those customers who already love your brand. Don’t forget your at-risk or inactive customers. By analyzing your customer data, you can track those that need an incentive to repurchase to help develop their loyalty. Win-back campaigns are a powerful tool for encouraging customers back to your store when they haven’t shopped with you for a specific amount of time. If you know your average customer purchase frequency is around 10 days, you could set up an automated win-back email that triggers when customers haven’t shopped for 30 days, offering them a discount or reminding them of your fantastic product offering.

Our Bralette Club does just that!

With eye-catching graphics animated into scroll-stopping GIFs, data-driven product recommendations, undeniable discounts, and beautiful, recognizable branding, OBC has been able to re-engage at-risk customers, see open rates sky-rocket, and generate revenue that could have potentially been lost had they not made contact. 

4. Increases feelings of ownership for customers

Humans enjoy feeling a part of something bigger than themselves. We also often identify with the places we shop or the brands we purchase. Using personalization and segmentation can help you craft emails that create a sense of belonging in your customers.

Building this sense of belonging, or ownership builds customer loyalty to your business. And as we’ve said, loyal customers spend more over time and are more likely to become brand ambassadors, recommending your products to others.

Pet product specialists, Smack Bang, know all about this. They’ve seen increased loyalty indicators results such as a 100% loyalty engagement rate, and a reward redemption rate of 38% but the results don’t stop there! Smack Bang knows all about the importance of timing and, during Wellington, NZ’s COVID-19 lockdown, they took the time to update the design of their loyalty widget. With a fresh new look and added incentives, they were able to ensure they stood out to customers both in-store and online, encouraging more sales while also maintaining their world-class loyalty engagement rate.

5. Improved sales in retail

Email marketing can drive traffic in-store and online by utilizing relevance and value. By reaching out to your customers at the right time, you’re more likely to bring them to your retail store. This relevance can be related to loyalty point promotions, special offers, or new product launches. Think of it like this: only make contact with your different customer groups when there is something relevant to them. This will increase your email marketing success from open, click, and engagement rates, to directly attributable revenue.

Retail sales increase when you provide value to your customers throughout your campaigns. Just make sure to tailor the messaging to provide what each market segment perceives as valuable.

Final words

Marketing automation can help both retail and eCommerce marketing teams achieve sales and traffic. With systems designed to maintain contact with your customers, you can build loyalty and increase ROI. Automating these systems frees up your time and ensures contact is made at the right time.

At the end of the day, you want personalized, timely marketing that excites your customers and improves their experience – but you want this to happen automatically. It’s about using your customer data to create a curated and specific experience that feels intentional to your customer, with minimal upkeep required from you after the initial set-up. Thankfully, if your marketing service provider has your back, the basics of these automations will be largely set up for you, and easy to add your own branded, personal touch. Learn more about Marsello automated campaigns and all our other features, reach out to our team through the chatbot, or book a demo.

The retail environment has changed rapidly in the last 18 months. The demand for responsive, powerful software has grown almost as rapidly as the eCommerce and retail industries themselves – and as a result, software providers also needed to evolve to ensure they meet the requirements of growing brands and enterprise retailers. 

To meet the needs of these retailers, Shopify created Shopify Plus and its coveted Shopify Plus Certified App Partner program. Shopify Plus’ partner program is open to apps that are shoulder tapped because they have proven that they can meet the complex needs of larger retailers. To be specific, Shopify Plus Certified App Partners must offer retailers the highest “performance, security, privacy, and support” – in fact, of the 6000 or so apps on the Shopify Marketplace, only 60 are Shopify Plus certified. 

We’re proud to announce that Marsello has been selected to join the Shopify Plus Certified App Partner Program and is the only certified marketing app that integrates both in-store and online whether a retailer uses Lightspeed POS, Shopify POS, or Window-based legacy software.

Quicklinks:

• What sets Shopify Plus apart
• What is the Shopify Plus Certified Apps Program
• Marsello: the only retail marketing Shopify Plus App Partner that integrates in-store and online
• How Marsello became a Shopify Plus certified partner
• Marsello x Shopify Plus retailers making the most of their marketing
  
  

What sets Shopify Plus apart

While Shopify has been a household name in the retail sphere for quite some time, Shopify Plus is home to the eCommerce and POS provider’s largest retailers. And it’s a non-negotiable that these enterprise-level businesses have confident access to apps that are proven to support their continued growth. 

Shopify Plus provides high-growth retailers with solutions that help them develop and scale with confidence and ease. From (vastly) improved online traffic management and full eCommerce store customization capabilities, to multichannel integration, emphasis on user experience and site speed, and an approved app program (the Shopify Plus Certified App Program), Shopify Plus retailers are equipped with all the tools to see rapid and continued success.

What is the Shopify Plus Certified Apps Program

Shopify’s marketplace is bursting with apps that are all vying for retailers’ attention. While having plenty of options is a powerful position to be in, retailers don’t often have time to test all the available options and make a well-researched decision. This is especially true for big retailers who are beyond the stage of experimenting. As they cater to some of the biggest and best retailers, Shopify Plus needs to be able to provide these retailers with app recommendations that meet certain standards. This is where the Certified App Program comes into play.

The Certified App Program essentially vets their best-performing Shopify partner apps within certain categories. We are proud to say Marsello has met Shopify Plus’ partnership requirements, offering Shopify Plus retailers the only true omnichannel marketing app.

Marsello: the only retail marketing Shopify Plus App Partner that integrates in-store and online for retailers using Windows POS

So what does Marsello offer Shopify Plus retailers? That’s easy! Marsello’s ability to integrate in-store and online means that Shopify Plus retailers can attribute each and every customer interaction to their marketing efforts, no matter where that interaction occurs.

With last-touch attribution, industry-leading marketing tools (from email and SMS campaigns to loyalty marketing and automated flows), Marsello is built to help retailers big and small achieve great things with their marketing. In fact, Marsello retailers see an average of 98x return on investment!

How Marsello became a Shopify Plus certified partner

Shopify Plus requires that any partner app that wishes to become certified must meet a baseline of the following requirements:

• Support: 24/7 access to app partner support
• Security and privacy: Trusted and secure information and data handling
• Performance: Advanced app performance and integration standards.

At the end of the day, Shopify Plus Certified App Partners must have a proven successful history of working with Shopify Plus retailers, while also ensuring the ability to continue this success with any other Shopify Plus merchants who may wish to use the app in the future. Marsello’s mission has always been to empower retailers to create stand-out marketing that supports their business at every step of the way, on every sales channel. Becoming a Shopify Plus Certified App Partner allows us to ensure we’re offering the highest quality product and experience while supporting all of our retailers to grow, scale, succeed and sell more!

"The Shopify Plus Certified App program is designed to meet the advanced requirements of the world's fastest-growing brands," said Mark Bergen, VP Revenue. "Marsello's accreditation in becoming a Shopify Plus Certified App Partner is a testament to the hard work we've put into the partnership over the years. As the first New Zealand-based app to become a Shopify Plus partner, we are excited to play a part in helping omnichannel retailers scale their businesses." – Brent Spicer, CEO at Marsello

Marsello x Shopify Plus retailers making the most of their marketing

Let’s take a look at how some Shopify Plus retailers are already using Marsello to make the most of their marketing. 

International swimwear sensation, Triangl, sees 5182x ROI with Marsello

Triangl found international success selling a color-blocked neoprene bikini that took beaches worldwide by storm. From celebrity endorsements and rapid growth to scaling beyond eCommerce and staying ahead of the fast-paced fashion world, Triangl needs total confidence in any tool they add to their kit, and consistency in their email marketing is no different.

"The increase in our results was also driven by improving our Welcome Email Series where the content seeks to build community, encourage user-generated content, showcase new arrivals, engage customers in upcoming releases, and get involved in our Travels via the Blog."

Triangl’s focus on consistency and customer experience has helped them to curate a loyal following of customers that love to engage with their content. And by integrating their email marketing with both their eCommerce and brick-and-mortar stores, the stand-out swimwear brand are making the most of every customer interaction. In fact, Triangl aren’t just seeing results, they’re seeing remarkable growth – 5182x return on investment with Marsello to be exact.

Learn how Triangl uses Marsello to power email marketing that compliments their brand and delights their customers.

Cosmetics & Fragrance Direct’s omnichannel marketing creates a consistent customer experience

Cosmetics & Fragrance Direct, an Australian beauty stockist, are experts in curating ‘flow’ between their in-store experience and online stores. Recognizable branding and consistent messaging go a long way in customer experience. Cosmetics & Fragrance Direct knows this and has been careful to ensure that the customer experience of transitioning from in-store to online to engaging with marketing efforts feels seamless, effortless, and recognizable. 

With Marsello, they can rest easy knowing that every customer interaction is accurately tracked and organized within their marketing funnel thanks to last-touch attribution reporting and seamless omnichannel integrating with their Shopify Plus eCommerce site and their Lightspeed POS sites. The TL;DR? Cosmetics & Fragrance Direct knows that their marketing goes out to the right customer, with the right message, at the right time because they have ensured that their marketing integrates with all their sales channels. And with 17x ROI just from their one-off email marketing campaigns alone, the team behind Cosmetics & Fragrance direct also knows that their marketing efforts are reaping the benefits.

Read about Cosmetics & Fragrance Direct’s omnichannel marketing success.

Final words 

Marsello’s approval as a Shopify Plus Certified App Partner cements our continued commitment to retailer growth and development, as well as our dedication to our partnership with Shopify Plus. We continue to push the envelope for what retailers can expect from their marketing applications and we’re excited for what this certification means for our work with current Marsello retailers as well as future users. 

Retail marketing is a fast-growing, fast-paced environment and we thrive on challenging ourselves to continually provide a platform that meets retailers’ primary marketing needs while also going above and beyond with customer service, experience, product development, and integration possibilities. We excitedly welcome the future of true omnichannel retail.

Getting customers to pay attention to your brand is becoming more and more of an uphill battle.
Email inboxes are overflowing. Social media is saturated. Even with the right messaging and the right tools, there is sometimes too much noise to be able to stand out.

So, how can you make people actually see your marketing efforts?

Enter SMS Marketing; the marketing channel that receives some of the highest open rates and engagement.

In this post, we’ll be giving you an in-depth look at SMS marketing. You’ll learn what it is, why it works, and the best practices for developing an SMS marketing strategy that's cost-effective and boosts your bottom line.

Let's get started.

What is SMS marketing

Short Message Service (SMS) marketing is a strategy where businesses use SMS messaging to send timely and relevant short-form content directly to a customer's mobile device. 

The uses of SMS marketing span from informative (i.e. letting someone know that their order is ready for pick up) to promotional messages, like alerting customers to your latest special offer.

SMS marketing can be used for an even broader variety of purposes, such as:

• Abandoned cart notifications
• Giving out discount codes or coupons
• New products arriving in-store
• Order/shipping confirmations
• Loyalty or VIP programs
• and many more.

Because it allows for such direct and personalized brand communications, text message marketing is a fantastic tool for building customer loyalty and driving repeat purchases. It enables customers to be better informed about your brand’s activities, while also giving them the tools they need to take action quickly and effectively.

SMS Marketing: The Numbers 

Text messaging is hardly a new innovation. Mobile phones with full keyboards have been around since the late nineties. So, why is SMS marketing receiving so much hype from marketers?

Many brands worry that SMS marketing messages might come across as intrusive – but this view is not supported by consumer surveys. By the end of 2020, it’s estimated that 48.7 million consumers have willingly opted to receive SMS, while 58% say they would be happy to hear from their favorite brands multiple times per week.

Why? The answer is simple; internet-capable devices have given us unprecedented connectivity with businesses and brands. This gradual shift towards mobile eCommerce is a clear sign of our increasing desire to shop on the go; 56.7% of shoppers are now going “mobile-first”, while only 6.7% primarily use desktop for online shopping. 

56.7% of shoppers are now going "mobile-first", while only 6.7% primarily use desktop for online shopping. 

Parker Panache

Marsello customer Parker Panache intelligently used one-off SMS campaigns to build a buzz around their annual Black Friday sale, one of the biggest events in the retail calendar. In conjunction with other marketing tools, they used SMS message blasts to spread the word by taking advantage of the medium's high open rates. It certainly paid off, with their total ROI reaching 240x over the two months leading up to Black Friday.

American Eagle Outfitters

American Eagle was an early adopter of SMS marketing, and this strategy has clearly paid off.In the 2015 holiday season, their "legendary gifts" campaign gave consumers the chance to win $10,000. The 12-day campaign took place across SMS, email, and social media and required customers to 'opt-in' to receive personalized URLS that directed them to their daily gift. As well as winning the grand prize, customers were also in to win exclusive discounts and perks.

These creative efforts helped American Eagle to reach more than 8 million email and SMS subscribers within the 12-day period, with a 60% SMS click-through rate.

Final words

Ambitious marketing campaigns can be challenging to coordinate for some businesses, especially due to time and budget constraints. SMS marketing is a highly engaging strategy that takes advantage of our attachment to mobile devices to deliver exciting updates in real-time. As retail grows more mobile-based, this marketing tool is only going to grow more effective at driving sales and brand awareness. Our take? The sooner you get started, the better.

When creating an effective marketing strategy for your business, consider all of the different customer touchpoints. Focus on learning how shoppers like to move between different engagement channels (for example, browsing on social media to shopping online) and what information they are looking for while interacting with your store and similar stores. 

Building all of this into an omnichannel marketing strategy allows you to ensure that you’re providing your customers with a consistent customer experience. This is true for both retail and eCommerce businesses, as well as those omnichannel retailers.

Some businesses get overwhelmed when planning and creating a cohesive marketing strategy, especially as they begin considering every single touchpoint and every single customer. Instead, use these tips to design a realistic strategy that will engage most customers, while ensuring your marketing is doing the hard work for your long-term and you’re not likely to become overwhelmed.

Why should your business use omnichannel marketing?

Consider the whole customer journey from awareness to consideration to purchase; your customers are likely to have multiple different touchpoints and interactions with your business. Research shows that more than half of customers engage with three to five channels during each journey, highlighting the importance of consistency across all of these channels.

Omnichannel marketing enhances the customer experience you’re providing by creating consistency, which, in turn, increases sales and improves loyalty. Customers want fast, efficient transactions and solutions. Providing this can help reduce acquisition costs and grow your business faster. This means better value for your customers and you.

8 Omnichannel marketing strategy tips to boost ROI

Below, we’re going to dive into the eight tips that will help you begin creating, rolling out, and analyzing your omnichannel marketing strategy. The primary goal is to increase your return on investment, so bringing all the data into one place allows you to compare tactics to ensure you’re creating the best strategy possible. Not sure if omnichannel marketing is right for you? Learn how omnichannel strategy is quickly becoming the future of retail.

1) Identify the channels that your audience is interested in

Working out who your customer is, beyond just demographics like age and gender, can help you better define which channels you need to prioritize. Omnichannel experiences don’t have to combine all potential touchpoints. Instead, knowing which channels your ideal customers spend the most time on will help you narrow your focus.

Once you know which channels, understanding the device they use and what content they want is essential to a successful strategy. Some people watch videos on Facebook, others on YouTube. Are they watching television on a tablet or a TV? What device do they use to check their emails? Are your emails and website optimized for various screen sizes? And does all of this marketing clearly represent your brand and your product offering, and how you expect your customers to engage with them?

2) Keep the brand consistent across platforms

Building consistent branding across platforms ensures that your customers aren’t confused, and they can immediately know that it’s your brand they’ve scrolled across. When designing your omnichannel strategy, you need to find a balance between creating consistency and channel-specific content.

One of the best ways to do this is to leverage existing content into other platform-specific pieces. For example, taking an infographic from a webinar to create a social media post or turning a blog post into quotes for Twitter. This not only builds consistency but also provides better returns from each content piece you create as you can use it more.

3) Leverage new marketing channels and marketing automation

Rather than being stuck in the past, look at how you can embrace new marketing channels and automation to improve the customer experience you’re providing. New omnichannel marketing solutions can help streamline your processes, save you money and increase sales. Marketing automation can help reach your customers at the right time, and also improve revenue.

There can also be increased returns when using technology like augmented or virtual reality that allows customers to try before they buy. This can be for furniture, clothing, or make-up, where customers can see products in real situations or on themselves. In fact, we wrote about this over on Shopify’s blog when sharing our predictions for the future of retail post-COVID-19.

4) Use data to gain business advantage

An omnichannel marketing strategy provides you with data that allows you to understand your customers better. The data and insights you gather from digital channels need to be analyzed to see where your customers are coming from, how they’re engaging with your brand, and what it takes to turn them into paying customers. 

For example, you might see high numbers of followers on Instagram, but working with the data can help show what content drives customers through to conversion and what content results in likes but no action. Or you could learn how retargeting ads work for your customers that have abandoned their carts and whether you can convert them.

5) Listen and respond to your audience through your marketing channels

Creating an omnichannel approach to your marketing allows you to create consistent engagement with your customers in a variety of places. This includes in-store, online, and through multiple different channels (like social media). You can also craft refined, personalized messaging that’s relevant to each customer. While it goes without saying that social media is a wonderful tool for retailer-to-customer (and vice versa) engagement, one of the biggest complaints customers have about a brands' behavior on social media, is their lack of response when messaged. Consistency is essential and it’s times like these that automation becomes a powerful addition to any marketing strategy. 

Let’s create a scenario. 

A customer, let’s call them John, has contacted your brand through Facebook messenger to let you know that they really enjoy shopping in-store but their most recent product wasn’t what they expected and they are dissatisfied with the service they’ve received. It’s one thing to respond directly to John with an apology and an offer of (for example) a free replacement – but what else could you be doing? What if you were to create a ‘nurture’ flow for a specific segment of at-risk customers who’ve left negative or dissatisfied feedback? By collecting customer data at the POS, you’ll be able to find John’s purchase (and therefore contact details) and add him to your segment. From here, John first receives his personalized apology and offer. He’ll also get curated communications that nurture him towards making another purchase and once again become a loyal customer with your brand. Once he has made that purchase, John simply exits the segment and the automated flow.

Automated email flows allow you to create extra communication touchpoints with maximum impact and minimum effort. By setting up procedures, automations and ensuring you have the right people on board to engage with your audience (no matter where they chose to contact you). This will ensure customers like John feel appreciated and loyal to your brand. It’s simple engagement like this that enhances the customer experience and increases the likelihood of both purchase and repeat purchase.

6) Make use of offline opportunities

Your customers’ world exists both online and offline. Whether you have a physical presence with retail stores or not, there are still plenty of ways to utilize offline opportunities in your omnichannel campaigns. With a strong understanding of your customer, you can look to show up in other channels like radio, branded merchandise, magazine ads, event sponsorships, or direct mail. In fact, one of the strongest approaches is to simply ensure your branding and your customer journey are consistent at every touchpoint and this means that when they’re in-store with you, they feel it’s just as easy to explore, browse and engage as it is online.

Ensure that you continue to maintain a consistent brand voice by selecting the right channels. Also, make sure you leverage this content for other uses as well. Photographers, videographers, writers, and influencers can all create online content from your offline experiences.

7) Personalize the customer journey

One of the benefits of using omnichannel marketing software is the ability to create personalized interactions which result in an exceptional customer experience. Technology that allows you to send SMS, email, and push notifications that are relevant, timely, and useful can help to drive sales. 

Before you begin, ensure you spend time crafting the right messaging for each channel, especially if customers will be receiving more than one. You also want to ensure you’re only using the channels that are going to provide value to your customers so that you’re generating a return on investment.

8) Analyze and retarget your customers

Most customers need to see or hear about a product more than once. Or they need time to compare alternatives. Or they may simply have forgotten to complete a purchase. Omnichannel advertising tracks your customers to gently remind them about your products after an initial interaction. This is where retargeting can help increase your sales. 

Using data from across social, web traffic, and email can help you track people through their customer journey. Integrated platforms automatically collate data from across your various touchpoints to know who to interact with and what advertising to serve them to improve conversion.

Final words

Creating an omnichannel marketing strategy can help increase revenue, enhance customer experience and help you better understand your customers. Learning which channels your audience uses, how to best show up on them, and new ones as they launch gives you the data to understand, listen to and respond to your customers. 

Using Marsello allows you to do this on a single platform, creating efficient systems that pull all your data in one place. This means you can personalize the experience for your customers which drives customer loyalty and retention.

To better understand these two topics, we’ll break down their definitions, the metrics for tracking them and show you which is going to increase your revenue over time. Whether you’re running a small, online shop or a multi-site retailer, understanding these topics will take your business to the next level.

Quick links:

1. 1. 1. What is customer loyalty
      2. What is customer retention
      3. Customer Loyalty vs Customer Retention: What is the difference
      4. What are the customer retention metrics that matter
      5. Should retail and eCommerce businesses focus on customer loyalty or customer retention?
      6. How to turn shoppers into loyal customers
      7. Why is it important to track customer data to understand loyalty and retention
         

What is customer loyalty

Building strong relationships with your customers helps to establish a positive view of your business. This in turn helps to create loyal customers. Building these bridges with your customers requires a proactive approach to ensure that their needs are being met, their interactions are smooth, and that they feel valued.

The major benefit of customer loyalty is that they’re more likely to stay with you, buy more from you as well as recommending your business to their friends and family. This means more than just spending more. Becoming a loyal brand advocate means that these customers are out there vouching for your business.

What is customer retention

Customer retention is the set of practices and procedures you put in place to help keep your customers engaged with your business. This leads to increased recurring revenue as they continue to spend. It is often tracked through churn, the number of customers that stop purchasing or never become repeat purchasers. 

It also helps to keep customer acquisition costs down, as you build a group of customers providing reliable, regular revenue. Keeping customers is generally cheaper than acquiring new ones, so keeping your existing base happy and spending can reduce your overall business costs whilst increasing earnings.

Customer Loyalty vs Customer Retention: What is the difference

So how do you define customer retention vs customer loyalty? They are closely aligned, and there is often an overlap of actions that drive the two.

Loyalty measures a customer’s predisposition to select a business entity as a preference and indicates a certain resistance to competitors. Retention is a measure of whether an existing customer continues to do business with you and the acts to make this happen.

Loyal customers have a certain stickiness to your business which can make them easier to keep and more valuable rather than just focusing on keeping them through mechanisms that make brand switching hard. 

What are the customer retention metrics that matter

There are several customer retention metrics that you should be tracking to better understand your customer lifecycle. The first and most common is customer churn. You can calculate this on a scale that is relevant for your business, but the basic measurement is: 

• Annual Churn Rate = (Number of Customers at Start of Year - Number of Customers at End of Year) / Number of Customers at Start of Year

A certain amount of churn is natural, but if this reaches between 5-7% it can be an early warning sign that you are not retaining customers and something isn’t right.

Repeat Purchase Ratio (RPR) is a great indicator of customer loyalty. To calculate:

• Repeat Purchase Ratio = Number of Returning Customers / Number of Total Customers

This shows the number of customers that are staying loyal and sticking with your business.

Should retail and eCommerce businesses focus on customer loyalty or customer retention

For all businesses, you should be focused on both customer retention and loyalty.

If you’re a retail business, building customer loyalty often comes through individual interactions. But how do you know if you’re succeeding? Setting up loyalty program systems will allow you to track individual customers’ spending over time. This data will help you better understand their habits and if they are staying with you.

If you’re an eCommerce business, tracking customer retention is usually quite straightforward. You can see your customers' most recent purchase, purchase history, and overall spend. You can easily benchmark this against your other customers to better understand individual behavior and what areas you need to improve. Understanding the loyalty of your customers can take a bit more work, but should not be forgotten. You might need to send surveys like Net Promoter Score to better understand what your customers think about your business.

How to turn shoppers into loyal customers

So how do you build a base of loyal customers? By tracking data like purchase frequency and average order value, you can better understand which of your customers are loyal to your business. To encourage loyalty, you can employ a variety of customer retention strategies. 

Improving customer service will help to enhance the customer experience you’re providing and help turn retention into loyalty. Experience is one of the easiest ways to differentiate your business from your competition. Using customer accounts and loyalty programs is another way to increase your repeat customer rate, especially if you can provide discounts or special offers as rewards.

Why is it important to track customer data to understand loyalty and retention

The best way to understand your customer retention and loyalty is through tracking customer data, including the customer journey. Customer retention technology will help you understand how long your customers are sticking with your business, at what points they drop off, and areas where you have an opportunity to build stronger relationships.

Metrics that show you customer retention are a great starting point and it can be tempting to focus purely on this. But customer loyalty is going to bring you longer-term success and financial stability. So make sure you’re also looking at metrics like Net Promoter Score (NPS) or Customer Satisfaction Score (CSAT).

Final words

It can be tempting to zero in on customer retention alone, but these customers aren’t necessarily going to stay with you for the long term. They’re likely to switch brands for a better offer. Instead, putting your energy into building loyal customers will set your business up for long-term success.

Using a product like Marsello’s all-in-one marketing platform can help you better understand your customers and the customer experience you’re providing. This will help build customer loyalty for your business, leading to better financial outcomes for you and improved interactions for your customers.

When you’re building your marketing strategy, you need to consider multi-platform marketing as a method of achieving strong customer loyalty and retention. Omnichannel marketing allows you to provide a consistent customer journey through various touchpoints with your business, both in-store and online.

Increasingly, shoppers are engaging with their favorite stores through multiple mediums, from email and SMS to websites, social media, and direct advertising. Creating a strategy that incorporates all of these platforms will ensure that you are not only staying front of mind by recapturing your customers’ attention, but you’re also improving their experience with your store at every step of the funnel. 

In this blog, we focus on the multi-platform aspects of omnichannel marketing, giving you actionable steps to create a multi-platform strategy that you can ensure stretches across all facets of your business. By the end of this blog, you’ll have the tools to start putting together your own cross-channel to omnichannel marketing strategy.

What are multi-platform and cross-platform marketing

You may be asking yourself, what is cross-platform marketing? Sometimes called multi-platform or cross-channel marketing, both simply refer to a strategy of marketing to your customers and potential customers across all possible touchpoints, thereby optimizing customers; engagement throughout every point of their journey. It allows you to engage with your audience wherever they are, such as email inboxes, websites using targeted advertising, and more.

By being in multiple places, your audience can interact and shop with you on their terms. Whether they like to shop from their Instagram feed or prefer in-store experiences after they’ve done their online research, you can support shoppers to engage with your store in the way that they prefer. Just look at how Federation + incorporates email, SMS, and loyalty marketing into their online and in-store marketing strategy.

So when does cross-platform marketing become omnichannel?

Short answer: omnichannel doesn’t just stop at multiple touchpoints, it also encourages the customer to shop across all sales channels. Omnichannel broadens the customers’ engagement with your brand at every level and at every touchpoint.

What are the benefits of using multi-platform marketing?

Multi-platform marketing creates an improved, seamless experience for your customers as they interact with your store through different marketing channels and sales channels. By ensuring your marketing strategy is geared towards capturing the customer at every stage of the funnel, you help to drive customer loyalty and can even increase the overall customer lifetime value as shoppers feel more connected to your business.

Using a cross-channel marketing platform will help you achieve all this, without any added stress. By gathering the necessary data and insights (such as previous purchases and abandoned carts), you ensure that your marketing is showing up in the right places, in the right way, at the right time. And timing is everything! It’s the difference between the store that bombards customers with inconsistent, impersonal messages, and the retailer that knows their customers and sends targeted, personalized marketing that captures the shopper’s attention because it resonates with their current movements. Brandini Toffee has achieved astounding results with personalized messaging by sending an automated abandoned cart email that lets customers know they’ve still got items left to purchase. The email is triggered to send a short time after a customer abandons an online shopping cart and the Brandini Toffee team has seen as much as a 583% increase in attributable sales with Marsello from this email alone!

6 ways to bring in new customers through a multi-platform marketing strategy

So what are the ways you can take action to build a multi-platform marketing strategy? Firstly, begin with your customers. Knowing who and where they are, how they are behaving and what they’re looking for will help you reach them with the right content at the right time. The final step is to analyze and ensure you’re getting the results you need. Here are the six steps to action today:

1. Focus your marketing strategy around your customers

Begin your marketing strategy by understanding where your customers are, what they need from you, and what resonates with them. Integrating your point-of-sale and eCommerce platforms allows you to gain insights into customer behavior. You can track your customers' transactions and interactions across email, in-store and online to build out customer profiles.

You can then begin building out a marketing strategy that is relevant. Instead of generic campaigns, create tailored messaging around promotions, abandoned carts, or loyalty campaigns to cut through the marketing messages bombarding your customers.

2. Create a consistent and integrated experience for your customers

Customers want to seamlessly move between platforms. From an email or text message, they should be able to switch to a website, loyalty platform, or instore to purchase. Having to re-enter information or hunt down discount codes puts up additional barriers that can prevent your customers from completing their transactions.

The level of customer service they receive across platforms should also be consistent. Receiving quick responses to questions via chat but a lack of communication on email creates confusion and frustration for customers. Instead, a consistent customer experience increases customer satisfaction.

3. Understand the demographics and how they interact on each platform

To take the next step in demographic marketing, once you’ve defined your overall audience, you need to further segment your customers. You can then begin to understand how different market segments engage with each platform. This will define the activities for each platform.

When building your marketing strategy, think about how each platform can be best utilized while still staying true to the campaign and strategy. Are text messages relevant and how can location triggers best be utilized? You can then leverage your content efficiently across platforms.

4. Create unique content on each social media platform

Getting specific about your social media channel strategy ensures that you are sharing relevant information. 41% of people will unfollow a brand that doesn’t. If your audience finds your content boring, repetitive or they’re embarrassed to be seen to be following you, they will unfollow.

Although your audience members will most likely follow you on multiple platforms, they won’t necessarily interact the same on each. Scrolling through Instagram they are looking for short videos or beautiful images, whereas YouTube gives you the chance to create longer, more informative videos. Use platform appropriate storytelling to build an emotional connection with your followers.

5. Analyze the results of your marketing efforts and make adjustments accordingly

It’s important to analyze the results of each marketing tactic and compare across platforms. This will highlight where you’re performing well and where you can improve. Key indicators you want to look for are engagement rates like open rates of emails and tracking through to purchase. You can then look to optimize your cross-platform marketing.

You may find that some platforms are performing better for you than others. Customers may respond well to email reminders but have a low engagement when it comes to text messaging. Investigating which tactics are driving the traffic that is actually converting to purchases allows you to better allocate time and resources.

6. Cross-promote your brand

To gain the best response to your marketing activities, you’ll need to set up cross-media marketing strategies. It gives you the greatest reach and maximizes your engagement. Your audience will often need to hear from you 2-4 times before they will decide to purchase. Engaging them on multiple platforms can help you achieve this level of reach.

Some simple strategies to help you cross-promote your brand include providing incentives for customers to provide you with additional information. This could be an email address to send a receipt to or a phone number to use to follow-up.

Multi-platform marketing needs to be included in all marketing strategies to ensure you are meeting your audience where they are, with relevant content at the right time. Begin by understanding where your customers are and how they are using different platforms, before strategizing how to create channel-specific content. Finally don’t forget to analyze the results to ensure you’re seeing a return for your investment.

Final words

To help you manage this whole process, a multi-channel marketing platform like Marsello can crunch the data, capture customer information, and motivate them to shop. All while building strong relationships that establish customer loyalty.