Reading Time: 9 minutes In the ever-evolving landscape of customer engagement, staying ahead of the curve is not just advantageous, it’s essential. That’s why, for Chapter 7 of “The Customer Engagement Book: Adapt or Die,” we sat down with Mirela Cialai, a seasoned expert in CRM and Martech strategies at brands like Equinox. Mirela brings a wealth of knowledge in aligning technology roadmaps with business goals, shifting organizational focuses from acquisition to retention, and leveraging hyper-personalization to drive success. In this interview, Mirela dives deep into building robust customer engagement technology roadmaps. She unveils the “PAPER” framework—Plan, Audit, Prioritize, Execute, Refine—a simple yet effective strategy for marketers. You’ll gain insights into identifying gaps in your Martech stack, ensuring data accuracy, and prioritizing initiatives that deliver the greatest impact and ROI. Whether you’re navigating data silos, striving for cross-functional alignment, or aiming for seamless tech integration, Mirela’s expertise provides practical solutions and actionable takeaways.   Mirela Cialai Q&A Interview 1. How do you define the vision for a customer engagement platform roadmap in alignment with the broader business goals? Can you share any examples of successful visions from your experience? Defining the vision for the roadmap in alignment with the broader business goals involves creating a strategic framework that connects the team’s objectives with the organization’s overarching mission or primary objectives. This could be revenue growth, customer retention, market expansion, or operational efficiency. We then break down these goals into actionable areas where the team can contribute, such as improving engagement, increasing lifetime value, or driving acquisition. We articulate how the team will support business goals by defining the KPIs that link CRM outcomes — the team’s outcomes — to business goals. In a previous role, the CRM team I was leading faced significant challenges due to the lack of attribution capabilities and a reliance on surface-level metrics such as open rates and click-through rates to measure performance. This approach made it difficult to quantify the impact of our efforts on broader business objectives such as revenue growth. Recognizing this gap, I worked on defining a vision for the CRM team to address these shortcomings. Our vision was to drive measurable growth through enhanced data accuracy and improved attribution capabilities, which allowed us to deliver targeted, data-driven, and personalized customer experiences. To bring this vision to life, I developed a roadmap that focused on first improving data accuracy, building our attribution capabilities, and delivering personalization at scale. By aligning the vision with these strategic priorities, we were able to demonstrate the tangible impact of our efforts on the key business goals. 2. What steps did you take to ensure data accuracy? The data team was very diligent in ensuring that our data warehouse had accurate data. So taking that as the source of truth, we started cleaning the data in all the other platforms that were integrated with our data warehouse — our CRM platform, our attribution analytics platform, etc. That’s where we started, looking at all the different integrations and ensuring that the data flows were correct and that we had all the right flows in place. And also validating and cleaning our email database — that helped, having more accurate data. 3. How do you recommend shifting organizational focus from acquisition to retention within a customer engagement strategy? Shifting an organization’s focus from acquisition to retention requires a cultural and strategic shift, emphasizing the immense value that existing customers bring to long-term growth and profitability. I would start by quantifying the value of retention, showcasing how retaining customers is significantly more cost-effective than acquiring new ones. Research consistently shows that increasing retention rates by just 5% can boost profits by at least 25 to 95%. This data helps make a compelling case to stakeholders about the importance of prioritizing retention. Next, I would link retention to core business goals by demonstrating how enhancing customer lifetime value and loyalty can directly drive revenue growth. This involves shifting the organization’s focus to retention-specific metrics such as churn rate, repeat purchase rate, and customer LTV. These metrics provide actionable insights into customer behaviors and highlight the financial impact of retention initiatives, ensuring alignment with the broader company objectives. By framing retention as a driver of sustainable growth, the organization can see it not as a competing priority, but as a complementary strategy to acquisition, ultimately leading to a more balanced and effective customer engagement strategy. 4. What are the key steps in analyzing a brand’s current Martech stack capabilities to identify gaps and opportunities for improvement? Developing a clear understanding of the Martech stack’s current state and ensuring it aligns with a brand’s strategic needs and future goals requires a structured and strategic approach. The process begins with defining what success looks like in terms of technology capabilities such as scalability, integration, automation, and data accessibility, and linking these capabilities directly to the brand’s broader business objectives. I start by doing an inventory of all tools currently in use, including their purpose, owner, and key functionalities, assessing if these tools are being used to their full potential or if there are features that remain unused, and reviewing how well tools integrate with one another and with our core systems, the data warehouse. Also, comparing the capabilities of each tool and results against industry standards and competitor practices and looking for missing functionalities such as personalization, omnichannel orchestration, or advanced analytics, and identifying overlapping tools that could be consolidated to save costs and streamline workflows. Finally, review the costs of the current tools against their impact on business outcomes and identify technologies that could reduce costs, increase efficiency, or deliver higher ROI through enhanced capabilities. Establish a regular review cycle for the Martech stack to ensure it evolves alongside the business and the technological landscape. 5. How do you evaluate whether a company’s tech stack can support innovative customer-focused campaigns, and what red flags should marketers look out for? I recommend taking a structured approach and first ensure there is seamless integration across all tools to support a unified customer view and data sharing across the different channels. Determine if the stack can handle increasing data volumes, larger audiences, and additional channels as the campaigns grow, and check if it supports dynamic content, behavior-based triggers, and advanced segmentation and can process and act on data in real time through emerging technologies like AI/ML predictive analytics to enable marketers to launch responsive and timely campaigns. Most importantly, we need to ensure that the stack offers robust reporting tools that provide actionable insights, allowing teams to track performance and optimize campaigns. Some of the red flags are: data silos where customer data is fragmented across platforms and not easily accessible or integrated, inability to process or respond to customer behavior in real time, a reliance on manual intervention for tasks like segmentation, data extraction, campaign deployment, and poor scalability. If the stack struggles with growing data volumes or expanding to new channels, it won’t support the company’s evolving needs. 6. What role do hyper-personalization and timely communication play in a successful customer engagement strategy? How do you ensure they’re built into the technology roadmap? Hyper-personalization and timely communication are essential components of a successful customer engagement strategy because they create meaningful, relevant, and impactful experiences that deepen the relationship with customers, enhance loyalty, and drive business outcomes. Hyper-personalization leverages data to deliver tailored content that resonates with each individual based on their preferences, behavior, or past interactions, and timely communication ensures these personalized interactions occur at the most relevant moments, which ultimately increases their impact. Customers are more likely to engage with messages that feel relevant and align with their needs, and real-time triggers such as cart abandonment or post-purchase upsells capitalize on moments when customers are most likely to convert. By embedding these capabilities into the roadmap through data integration, AI-driven insights, automation, and continuous optimization, we can deliver impactful, relevant, and timely experiences that foster deeper customer relationships and drive long-term success. 7. What’s your approach to breaking down the customer engagement technology roadmap into manageable phases? How do you prioritize the initiatives? To create a manageable roadmap, we need to divide it into distinct phases, starting with building the foundation by addressing data cleanup, system integrations, and establishing metrics, which lays the groundwork for success. Next, we can focus on early wins and quick impact by launching behavior-based campaigns, automating workflows, and improving personalization to drive immediate value. Then we can move to optimization and expansion, incorporating predictive analytics, cross-channel orchestration, and refined attribution models to enhance our capabilities. Finally, prioritize innovation and scalability, leveraging AI/ML for hyper-personalization, scaling campaigns to new markets, and ensuring the system is equipped for future growth. By starting with foundational projects, delivering quick wins, and building towards scalable innovation, we can drive measurable outcomes while maintaining our agility to adapt to evolving needs. In terms of prioritizing initiatives effectively, I would focus on projects that deliver the greatest impact on business goals, on customer experience and ROI, while we consider feasibility, urgency, and resource availability. In the past, I’ve used frameworks like Impact Effort Matrix to identify the high-impact, low-effort initiatives and ensure that the most critical projects are addressed first. 8. How do you ensure cross-functional alignment around this roadmap? What processes have worked best for you? Ensuring cross-functional alignment requires clear communication, collaborative planning, and shared accountability. We need to establish a shared understanding of the roadmap’s purpose and how it ties to the company’s overall goals by clearly articulating the “why” behind the roadmap and how each team can contribute to its success. To foster buy-in and ensure the roadmap reflects diverse perspectives and needs, we need to involve all stakeholders early on during the roadmap development and clearly outline each team’s role in executing the roadmap to ensure accountability across the different teams. To keep teams informed and aligned, we use meetings such as roadmap kickoff sessions and regular check-ins to share updates, address challenges collaboratively, and celebrate milestones together. 9. If you were to outline a simple framework for marketers to follow when building a customer engagement technology roadmap, what would it look like? A simple framework for marketers to follow when building the roadmap can be summarized in five clear steps: Plan, Audit, Prioritize, Execute, and Refine. In one word: PAPER. Here’s how it breaks down. Plan: We lay the groundwork for the roadmap by defining the CRM strategy and aligning it with the business goals. Audit: We evaluate the current state of our CRM capabilities. We conduct a comprehensive assessment of our tools, our data, the processes, and team workflows to identify any potential gaps. Prioritize: initiatives based on impact, feasibility, and ROI potential. Execute: by implementing the roadmap in manageable phases. Refine: by continuously improving CRM performance and refining the roadmap. So the PAPER framework — Plan, Audit, Prioritize, Execute, and Refine — provides a structured, iterative approach allowing marketers to create a scalable and impactful customer engagement strategy. 10. What are the most common challenges marketers face in creating or executing a customer engagement strategy, and how can they address these effectively? The most critical is when the customer data is siloed across different tools and platforms, making it very difficult to get a unified view of the customer. This limits the ability to deliver personalized and consistent experiences. The solution is to invest in tools that can centralize data from all touchpoints and ensure seamless integration between different platforms to create a single source of truth. Another challenge is the lack of clear metrics and ROI measurement and the inability to connect engagement efforts to tangible business outcomes, making it very hard to justify investment or optimize strategies. The solution for that is to define clear KPIs at the outset and use attribution models to link customer interactions to revenue and other key outcomes. Overcoming internal silos is another challenge where there is misalignment between teams, which can lead to inconsistent messaging and delayed execution. A solution to this is to foster cross-functional collaboration through shared goals, regular communication, and joint planning sessions. Besides these, other challenges marketers can face are delivering personalization at scale, keeping up with changing customer expectations, resource and budget constraints, resistance to change, and others. While creating and executing a customer engagement strategy can be challenging, these obstacles can be addressed through strategic planning, leveraging the right tools, fostering collaboration, and staying adaptable to customer needs and industry trends. By tackling these challenges proactively, marketers can deliver impactful customer-centric strategies that drive long-term success. 11. What are the top takeaways or lessons that you’ve learned from building customer engagement technology roadmaps that others should keep in mind? I would say one of the most important takeaways is to ensure that the roadmap directly supports the company’s broader objectives. Whether the focus is on retention, customer lifetime value, or revenue growth, the roadmap must bridge the gap between high-level business goals and actionable initiatives. Another important lesson: The roadmap is only as effective as the data and systems it’s built upon. I’ve learned the importance of prioritizing foundational elements like data cleanup, integrations, and governance before tackling advanced initiatives like personalization or predictive analytics. Skipping this step can lead to inefficiencies or missed opportunities later on. A Customer Engagement Roadmap is a strategic tool that evolves alongside the business and its customers. So by aligning with business goals, building a solid foundation, focusing on impact, fostering collaboration, and remaining adaptable, you can create a roadmap that delivers measurable results and meaningful customer experiences.     This interview Q&A was hosted with Mirela Cialai, Director of CRM & MarTech at Equinox, for Chapter 7 of The Customer Engagement Book: Adapt or Die. Download the PDF or request a physical copy of the book here. The post Mirela Cialai Q&A: Customer Engagement Book Interview appeared first on MoEngage.

Reading Time: 10 minutes Picking an omnichannel marketing platform can feel like walking into a tech maze. Every vendor promises personalized customer experiences and 360-degree views. But behind the technical terminologies, most platforms just add noise. Right now, your customers expect seamless, intuitive experiences, whether they’re on your website, checking email, scrolling Instagram, or walking into your store. And they don’t care what platform you’re using. They care that it works. That it feels cohesive. And if your current tools can’t keep up, you’ll feel it in your churn rate, in your campaign ROI, and in the silence when nobody clicks. This article explains how to actually choose an omnichannel marketing automation platform that delivers a measurable, meaningful impact.   What is an Omnichannel Marketing Platform? An omnichannel marketing platform brings all your customer touchpoints—email, SMS, social, web, and more—into a single, unified connected system. It tracks customer behavior across different devices, personalizes communication in real time, and automates actions based on where each customer is in their journey. In short, such platforms allow you to completely harness omnichannel marketing — no more juggling five tools to launch a campaign or manually syncing customer profiles. It’s about delivering the right message, on the right channel, at exactly the right moment, without missing a beat. How Do Omnichannel Marketing Automation Platforms Work? At the core of omnichannel marketing platforms is automation, and it’s what makes them truly powerful. These tools don’t just streamline your marketing, they do the heavy lifting for you by intelligently responding to customer behavior in real time, on the right channel. Here’s how it works: Data Integration: The platform gathers data from every interaction your customers have with your brand, whether it’s a social media click, an email open, or a web visit. It stores and syncs that data, building a comprehensive customer profile. Behavioral Triggers: Based on that profile, the platform automatically triggers personalized actions. If a customer browses a product on your website and abandons it, the system can send them a targeted follow-up email with a discount. Or, if they engage with a post on Instagram, they might receive an SMS with relevant content. Multi-Channel Coordination: Instead of running isolated campaigns across different platforms, omnichannel automation makes sure your messaging is synchronized, no matter where your customer interacts with your brand. The experience is seamless regardless of whether it is conducted on a mobile device, desktop, or in-store. Ultimately, these platforms use automation to enable smarter, more personal marketing, allowing brands to swiftly reach their customers with the right message at the right time. Why is an Omnichannel Marketing Platform So Important for Marketing Teams? Marketing today is about being seen everywhere your customers are and delivering the right message in the right way. An omnichannel marketing platform makes that possible, and here’s why it’s crucial: Drives Better Engagement: Customers expect a smooth experience no matter where they interact with your brand. When your marketing is consistent across email, social media, and your website, it creates a sense of connection. More than just seeing your ads, they’re actually engaging with your brand in a way that feels personalized, familiar, and authentic. Makes Campaigns More Effective: With an omnichannel platform, you can monitor your campaigns in real-time and quickly adjust them if things aren’t going as planned. No more waiting for reports to trickle in. You can make changes on the fly, which means your marketing efforts are always aligned with what’s working at the moment. Allows for True Personalization: Forget generic messaging. An omnichannel marketing platform helps you gather data from every customer interaction, allowing you to tailor your approach based on what each customer is interested in. Builds Stronger Customer Relationships: When you engage with customers across multiple channels in a relevant, timely way, you make them feel seen and valued. This connection goes beyond a single sale. It turns casual buyers into loyal customers who trust your brand to deliver on their needs, no matter where they are. Delivers More Bang for Your Buck: The beauty of automation is that it frees up your team to focus on your omnichannel strategy, while the omnichannel marketing automation platform handles the routine tasks. This efficiency leads to better targeting, reduced costs, and a stronger ROI. You’re reaching the right customers at the right time without wasting effort. Helps You Make Smarter Decisions: All your customer data is centralized, so you’re not guessing anymore. Whether you need to optimize a campaign or uncover new opportunities, the insights provided by the platform allow you to make data-driven decisions that move your business forward. Responds to Customers in Real Time: When someone shows interest in your product, the last thing you want is to lose that momentum. Omnichannel marketing platforms trigger automatic follow-ups based on actions customers take, so they get the right message when they’re most interested, whether it’s through an email, text, or on social media. Keeps Your Brand Consistent: With everything tied together in one platform, your message, tone, and offers stay consistent across channels. No matter where a customer encounters your brand, they’ll have the same experience and brand recognition each time. Elevates the Customer Experience: When all of your channels work together, customers feel like they’re interacting with a brand that really gets them. The result? A better overall customer experience, which translates to stronger loyalty, higher engagement, and more referrals. In short, an omnichannel marketing platform is a game-changer for B2C marketing teams. It brings your efforts together in a way that’s efficient, intelligent, and most importantly, human, making it easier to engage your audience and deliver results.   How to Choose the Right Omnichannel Marketing Platform for Your Team Choosing the right omnichannel marketing platform is a big decision for any team. It’s an investment that can elevate your marketing strategies, enhance omnichannel customer engagement, and improve overall performance. But with so many options available, how do you ensure you’re making the best choice for your team? Here are some key factors to think about. Integration Capabilities: Your platform needs to seamlessly integrate with the tools you already use, so you can focus on what really matters. Whether it’s your CRM, email marketing automation software, or social media platforms, you don’t want to waste time and energy managing multiple systems that don’t talk to each other. Ask yourself, how easily will this platform integrate with and support the tools and platforms you already use? Ease of Use and Customization: A platform that’s difficult to use is more of a burden than a help. Look for one that’s intuitive and easy for your team to get comfortable with. The last thing you want is a tool that causes frustration and slows things down. Think about how user-friendly the platform is for your team. Can you easily customize features to fit your unique needs? Data and Analytics: An omnichannel marketing platform should give you clear, actionable insights so you can make smart, informed decisions. Does the platform provide detailed omnichannel analytics that you can use to refine your campaigns? Can it help you track customer journeys and behaviors across channels? Scalability and Support: Your business is growing, and your platform needs to grow with it. The last thing you want is to outgrow your tool in six months and have to go through the hassle of switching to something new. Check whether the platform is scalable enough to accommodate your future growth. What level of customer support is offered, and how responsive is the team? Now that you have a sense of what to consider when choosing an omnichannel marketing automation platform, let’s dive into the key features to look for.   5 Key Features to Look for in an Omnichannel Marketing Automation Platform You can’t build a high-performing marketing engine founded on disconnected tools and vague customer data. If your team is working across five different platforms to run a single campaign, something’s broken. The tool you pick will either streamline your marketing or slow it down. So, forget the bells and whistles for a moment. What you really need are features that bring clarity to your customer experience. Here are the five features that serve as the foundation of a platform that can scale with your brand. 1. Unified Customer Profiles across Channels Modern marketing starts with understanding. A powerful omnichannel marketing platform should combine customer data from every touchpoint (website visits, email clicks, mobile app activity, purchase history, and other interactions) into a single, continuously updated profile. This unified view helps your team move from being ‘reactive’ to being ‘proactive’. Instead of blasting generic messages, you can deliver relevant content tailored to where that customer is in their journey. It’s the difference between feeling like a brand knows you… and feeling like it’s spam. 2. Behavior-Driven Automation Workflows Static email blasts are outdated. Customers expect relevant, timely communication based on how they engage with your brand. The platform you choose should let you create workflows that automatically trigger actions like sending a reminder, adjusting content, or changing the message channel, based on real-time behavior. For example, a user who browses a product but doesn’t buy it, should receive a well-timed nudge — maybe an email, or a push notification. The point is: your platform needs to adapt to customer intent and behavior, not force every lead down the same path. 3. Real-Time Analytics and Reporting You shouldn’t have to wait 48 hours to know if something flopped. You need to be able to tweak your omnichannel marketing automation strategy in real-time based on what’s happening right now. Does the platform offer real-time insights into campaign performance? Can you adjust tactics immediately based on live data? Also, no one wants 20 meaningless charts. Look for a platform that shows you the vital metrics, like clicks, conversions, and drop-offs, so your team can make quick, sure choices. 4. A Centralized Campaign Builder for Every Channel If you’re logging in and out of separate tools to handle email, SMS, web and mobile push notifications, and in-app messaging, something’s broken. Your omnichannel marketing platform should let you map and launch all of those in one place, from one logic flow. That way, if you’re running a product launch, you can build the entire experience—email, follow-up text, in-app message—all from the same workspace. This keeps your messaging consistent, and it saves your team loads of time. 5. Scalable Personalization Powered by AI Everyone talks about omnichannel personalization. But if it takes your team hours to set up basic name merges or segments, it’s not scalable. A strong platform should help you personalize campaigns at scale using AI, not by making you do more, but by automating based on real customer data. Whether that’s product recommendations, timing messages based on when someone usually engages, or switching up channels depending on preferences, the goal is simple: make it feel like a one-on-one conversation, not a broadcast.   5 Best Omnichannel Marketing Platforms to Increase Customer Engagement 1. MoEngage MoEngage is a powerful customer engagement platform built for B2C marketing teams that want to create seamless, personalized journeys across channels like email, mobile and web push notifications, SMS, WhatsApp, in-app messaging, web, and more. It’s designed to help brands understand their customers deeply and act on that understanding in real time. What makes MoEngage stand out is how it brings all your customer data into one unified platform, allowing you to automate complex journeys without jumping between tools or teams. Whether you’re re-engaging an app user, launching an omnichannel campaign, or sending a personalized offer, this platform makes it easy and efficient. No wonder so many brands switch to MoEngage! How Pricing Works: MoEngage offers a tiered pricing model based on Monthly Tracked Users (MTUs). The Growth plan starts around $750/month, but it depends on what features you want to use. Larger brands can opt for the Enterprise plan, which includes more advanced features, higher limits, and dedicated support. Best For: Growth-focused brands that want to deeply personalize customer experiences at scale, particularly in industries like Ecommerce, fintech, media, quick-service restaurants (QSRs), travel, and mobile-first apps. In fact, it’s the perfect Ecommerce marketing automation platform for omnichannel customer engagement. If your team values real-time insights, automation, and customer-centric engagement, MoEngage is likely a great fit. 2. Shopify Plus Shopify Plus is an enterprise-level Ecommerce platform designed to help brands deliver a seamless shopping experience across all customer touchpoints. It enables brands to sell on various platforms, including online stores, mobile apps, social media, and physical retail locations, all managed from a single dashboard. While Shopify Plus does a great job managing omnichannel commerce, it’s not as feature-rich on the marketing automation side. If your team is looking for deep personalization, behavioral segmentation, or advanced journey building, you’ll likely need to connect Shopify with a marketing automation software platform. How Pricing Works: Shopify Plus pricing varies based on specific business requirements and sales volumes. Best For: High-volume omnichannel retail marketers and brands looking for a scalable Ecommerce solution that offers basic omnichannel capabilities and centralized management of multiple sales channels. 3. ActiveCampaign ActiveCampaign does a great job of bridging marketing automation with a personal touch. It’s built for businesses that don’t just want to send mass emails, but send smart ones. The platform shines when it comes to customer segmentation, letting you trigger emails, SMS, or even site messages based on real behavior, not just assumptions. That said, it’s not the kind of tool you just open and instantly “get.” The automation builder is powerful, but there’s a learning curve. Still, once you set it up, it runs like a machine that’s personalized, timely, and way less manual effort than you’d expect. How Pricing Works: Pricing starts at $29 per month and scales based on contact volume and feature set. Plans can go up to $149/month or more, depending on business needs. Best For: Small to mid-sized businesses looking for a cost-effective, flexible marketing automation platform with strong segmentation and multichannel engagement tools. (No, we’re not getting into the omnichannel vs. multichannel marketing debate now). 4. HubSpot HubSpot is an all-in-one platform that helps brands grow by focusing on inbound marketing, sales, and customer service. It’s well-suited for those looking to integrate their marketing efforts across various channels, without the need for complex technical skills. Honestly, HubSpot’s strength is in inbound marketing and CRM. However, its capabilities in advanced omnichannel campaign automation aren’t as extensive as those in some other platforms. If you need highly sophisticated marketing features, you may want to look elsewhere. How Pricing Works: Pricing starts at $800 per month for the Marketing Hub. For full access to all features, the Enterprise plan starts at $3,600 per month. Best For: Brands that focus on inbound marketing and CRM, looking for a user-friendly platform to manage omnichannel efforts easily.   Migrate to a Better Omnichannel Marketing Platform Today One thing’s clear: not all omnichannel marketing platforms are created equal. The right platform should feel less like another tool and more like a strategic partner, helping you understand your audience, stay consistent across touchpoints, and make marketing smarter, not harder. MoEngage stands out for this very reason. In fact, our omnichannel marketing platform is built for teams who want more than just dashboards. It’s for marketers who want results. And the best part is, migrating to a customer engagement platform has never been easier. Want to see MoEngage in action? Book a demo today and explore what better marketing looks like. The post How to Choose an Omnichannel Marketing Platform appeared first on MoEngage.

Few roles evolve as quickly as that of the modern CIO. A great way to prepare for a future that is largely unknown is to build your adaptability skills through diverse work experiences, says Bhavik Rao, CIO for the Americas at Vertiv. Learn from your wins and your losses and carry on. Stay free of comfort zones and run towards the chaos. Leaders are born of challenges and not from comfort.Bhavik shares what he’s facing now, how he’s navigating it, and the hard-won lessons that helped shape his approach to IT leadership.Here’s what he had to say:What has your career path looked like so far? I actually started my career as a techno-functional consultant working with the public sector. That early experience gave me a solid grounding in both the technical and process side of enterprise systems. From there, I moved into consulting, which really opened up my world. I had the opportunity to work across multiple industries, leading everything from mobile app development and eCommerce deployments to omnichannel initiatives, data platforms, ERP rollouts, and ultimately large-scale digital transformation and IT strategy programs. It was fast paced, challenging, and incredibly rewarding.  That diversity shaped the way I think today. I learned how to adapt quickly, connect dots across domains, and communicate with everyone from developers to CXOs. Eventually, that path led me to Vertiv, where I now serve as the CIO for the Americas, in addition to leading a couple of global towers, such as data/AI and engineering systems, for example. I’ve been fortunate to lead initiatives that drive operational efficiency, scale GenAI adoption, and turn technology into a true business enabler.   Related:What are the highlights along your career path? There have been several defining moments, both wins and challenges, that have shaped how I lead today. One of the most pivotal chapters has been my time at Vertiv. I joined when the company was still owned by private equity. It was an intense, roll-up-your-sleeves kind of environment. Then, in 2020, we went public -- a huge milestone. But just as we were ramping up our digital transformation, COVID hit, and with it came massive supply chain disruptions. In the middle of all that chaos, I was asked to take over a large-scale transformation program that was struggling. bhBhavik RaoIt wasn’t easy. There were legacy challenges, resistance to change, and real execution pressure. But we rallied, restructured the program, and launched it. That experience taught me a lot about leading under pressure, aligning teams around outcomes, and staying focused even when everything feels like it’s shifting. Related:Another major learning moment was earlier in my career when I lost a large national account I’d spent over seven years building. That was a tough one, but it taught me resilience. I learned not to attach my identity to any one outcome and to keep moving forward with purpose. Then, there are the moments of creation, like launching VeGA, our internal GenAI platform at Vertiv. Seeing it go from idea to impact, with thousands of users and 100+ applications, has been incredibly energizing. It reminded me how powerful it is when innovation meets execution. I’ve also learned the power of being a “player-coach.” I don’t believe in leading from a distance. I get involved, understand the challenges on the ground, and then help teams move forward together.  What’s your vision for the future of sovereign AI? For me, sovereign AI isn’t just a regulatory checkbox; it’s about strategic autonomy. At our company, we are trying to be very intentional about how we scale AI responsibly across our global footprint. So, when I think about sovereign AI, I define it as the ability to control how, where, and why AI is built and deployed with full alignment to your business needs, risk posture, and data boundaries. Related:I’ve seen firsthand how AI becomes a competitive advantage only when you have governance, infrastructure flexibility, and contextual intelligence built in. Our work with VeGA, for example, has shown that employees adopt AI much faster when it’s embedded into secure, business-aligned workflows and not just bolted on from the outside. For CIOs, the shift to sovereign AI means: Designing AI infrastructure that can flex whether it’s hosted internally, cloud-based, or hybrid Building internal AI fluency so your teams aren't fully reliant on black-box solutions Creating a framework for trust and explainability, especially as AI touches regulated and legal processes It’s not about doing everything in-house, but it is about knowing what’s mission-critical to control. In my view, sovereign AI is less about isolation and more about intentional ownership. What do you do for fun or to relax? Golf is my go-to. It keeps me grounded and humble! It’s one of those games that’s as much about mindset as it is about mechanics. I try to work out regularly when I am not traveling for work.  I also enjoy traveling with my family and listening to podcasts.   What advice would you give to young people considering a leadership path in IT? Be curious, stay hands-on, don’t rush the title, and focus on impact. Learn the business, not just the tech. Some of the best technologists I’ve worked with are the ones who understand how a supply chain works or how a sale actually closes. Also, don’t be afraid to take on messy, undefined problems. Run toward the chaos. That’s where leadership is born. And finally, surround yourself with people smarter than you. Build teams that challenge you. That’s where real growth happens. 

Reading Time: 11 minutes Choosing the right drip email software can be a game-changer for your marketing strategy. With a variety of options available, understanding the pricing models and features each tool offers is key to making an informed decision. In this guide, we’ll walk you through essential factors to consider when evaluating pricing, so you can select the best solution that fits your needs and budget for your drip email campaigns. Ready to dive deeper? Let’s explore your options.   What Does Drip Email Marketing Software Cost? Drip email marketing software typically follows a few different pricing models, depending on the provider. Here’s a quick breakdown of the most common ones: Pricing Based on MAUs (Monthly Active Users): You pay based on how many unique subscribers actually engage with your emails (or your system) each month, not your entire list size. It’s a much fairer, scalable way to pay, especially if your audience fluctuates. You only pay for real activity. Flat-Rate Pricing: You pay a fixed monthly fee, regardless of usage, list size, or activity. But flat rates are often bloated to cover all usage types, so you’re likely overpaying if you’re not sending a massive volume of emails. It’s not cost-efficient for scaling brands. List-Based Pricing: You pay based on the total number of contacts in your database, whether they engage or not. However, you end up paying for cold leads, dead emails, and inactive contacts. This makes your costs climb unnecessarily as your list grows. Email Volume-Based Pricing: You’re charged based on how many emails you send each month. It can discourage you from running important nurturing campaigns or re-engagement flows because every email adds to your bill. It’s unpredictable and can spike costs during promotions. For email marketers, this model means added pressure to limit sends, often at the cost of customer experience and long-term engagement. Some platforms even bundle unnecessary features into expensive tiers, which bloats the pricing, especially for features you may not actually need. This is where MoEngage stands out. The platform offers a more transparent and scalable approach so that pricing is aligned to your actual usage and outcomes rather than inflated send limits.   6 Biggest Factors that Affect Drip Email Pricing Drip email pricing depends on several factors. Here are some of the biggest ones: 1. Number of active contacts Some platforms, particularly the ones that use the MAU pricing model, charge based on the number of customers who interact with your emails. The higher the number of active customers, the higher the pricing. 2. List size Managing an email list is easier said than done. Nevertheless, if you have a large database of contacts, you will be charged a higher monthly fee. In this case, pricing will remain the same even if you don’t have many active subscribers on your list. 3. Email volume The number of emails you send plays a big role in pricing. This is because high-volume automated email marketing campaigns require significant infrastructure for email delivery, tracking, and reporting. 4. Advanced features Platforms offering advanced features like RFM segmentation, automation, A/B testing, analytics, and AI-driven personalization typically charge more than others. Some pricing models allow you to opt for some or all of these features, depending on your business requirements. 5. Automation complexity If your drip campaign involves complex workflows, like different stages, conditions, triggers, etc., it can impact the pricing. Automation requires more resources to set up and maintain, which increases the price. 6. Integration with other tools Connecting your email platform with CRMs, Ecommerce tools, or analytics systems can drive up costs, especially if platforms charge extra for native integrations or require third-party connectors. Before signing up, ask yourself: how many of these tools are truly essential? Can any be replaced with ones that integrate more easily? A cluttered tech stack not only costs more but also complicates your workflows.   Top Features to Look For in a Drip Email Marketing Software Since you’re on the lookout for a drip email marketing software platform, focus on the features we’ve mentioned below. Core features that drip email software absolutely needs These features are the must-haves. They are the foundational tools required to automate, personalize, and optimize your email drip campaigns at scale. Journey designer: Easily set up multi-step workflows triggered by parameters like customer actions, behaviors, or time delays with minimal coding. Behavioral targeting: Send emails based on real-time customer behavior, such as cart additions, subscriptions, app activity, and more, for highly relevant messaging. Personalization engine: Dynamically include customer attributes based on past interactions and preferences to personalize emails at scale. High inbox deliverability: Tools and practices that ensure you have a healthy sender reputation and high inbox placement. Campaign optimization with A/B testing: Test different email versions to learn what drives higher engagement and optimize your drip flows continuously. Real-time analytics and insights: Access detailed reports and dashboards that track key drip email marketing metrics like opens, clicks, and conversions, and identify drop-offs in your drip journeys. Other features that are very useful to have These features aren’t absolutely necessary to run an effective campaign, but they can improve customer experience and operational efficiency. AI-based predictive segmentation: Leverage AI to predict customer behavior like churn or likelihood of conversion, and automatically adjust campaigns accordingly. Omnichannel messaging: Integrate messaging across various channels, like push notifications, SMS, WhatsApp, and in-app messaging for a cohesive customer journey. Pre-built templates: Quickly access pre-built, customizable email templates to launch campaigns faster without heavy design work.   9 Steps to Choosing a Drip Email Marketing Software With so many options available in the market, choosing the right drip email marketing software can seem like an uphill battle. No worries! We’ll even walk you through exactly how to evaluate and compare drip email tools for yourself. Once you’ve asked the right questions and gathered the facts during demos, it’s time to break down your decision-making process into clear, actionable steps. Step 1: Define Your Non-Negotiable Features The first step is to make a list of all the features that are necessary for you. For example, if your goal is to send behavior-triggered drip campaigns (like abandoned cart emails or re-engagement nudges), then features like behavioral targeting and multi-step customer journey automation are non-negotiable. On the other hand, if you only need basic scheduled newsletters, you might not need advanced workflow builders or AI recommendations. Once you have a list of non-negotiable features, it becomes easier to narrow down your platform choices. Step 2: Research and Compare All Viable Options Don’t just go with the most well-known or even the most affordable-looking tool. Research platforms that fit your business size and industry. Use peer reviews, comparison guides, and case studies to understand how the platform performs in real-world use cases. Also, remember that low entry pricing can be misleading. What matters is the total cost of ownership. Look for things like hidden fees, integration costs, or feature-based tier upgrades. These will add to the pricing later. Step 3: Book a Personalized Demo (and Demand Proof) When choosing your drip email marketing tool, make sure you request a personalized demo based on your business context, use cases, and workflows. A simple, generic walkthrough isn’t helpful because this is your first real glimpse into how the platform is going to support you long-term. If the demo isn’t tailored to your business, that’s a red flag—because if they can’t offer personalized attention when they’re trying to win your business, you’re unlikely to get it during onboarding or implementation. Ask to see features live, rather than just screenshots or slide decks. If a feature is critical, ask to see it in action. At times, sales teams may promise features that are still ‘in development’. Step 4: Attend the Demo with a List of Questions Once you’ve booked a demo, prepare a checklist of questions, like the one we shared above. This will help you stay focused and gain the clarity you need. Ask whether the features you care about are included in the base plan or locked behind premium tiers. Dig into pricing: will the costs scale predictably as you grow, or are there hidden fees that only show up later? Some platforms may offer attractive deals upfront but raise prices later or charge extra for essentials like API access, automation workflows, or deliverability support. The demo is your chance to surface all of this before signing anything. Step 5: Evaluate Ease of Use The drip email software you choose must be easy to use. Since marketers with little to no technical knowledge are most likely to use the platform, look for solutions that allow you to build email campaigns, segment audiences, and personalize messages easily. Say no to complicated or clunky interfaces that are not intuitive and require a steep learning curve. Step 6: Check for Advanced Capabilities Ask about AI features like predictive segmentation or email send-time optimization. Even if you don’t need them right now, having future-ready capabilities ensures you won’t outgrow the tool too soon. Step 7: Test for Scalability and Deliverability This is an important one. Look for solutions that can handle large volumes of emails with good email deliverability rates. Make sure the software you choose has a high inbox placement rate. Check if they have a solid infrastructure and dedicated IPs, should you need them. Also, consider scalability: will this platform still meet your needs when your contact list grows from 10,000 to 100,000? Make sure you’re not locked into expensive pricing jumps or performance bottlenecks. Step 8: Review Integration Options Make sure the tool you choose fits seamlessly into your existing workflow. It should integrate with your CRM, mobile app, Ecommerce system, and anything else in your ecosystem. Even if it doesn’t directly integrate, ensure that it offers flexible APIs and webhooks, or supports third-party connectors like Zapier, so you can still automate data flow without manual workarounds. Step 9: Compare Customer Support Quality Good software with bad support can be a nightmare. Check for onboarding help, technical support, availability, account management, and resources. Ask about how quickly the support team responds and resolves software issues to ensure that you have minimal downtime.   5 Best Email Drip Campaign Software and Tools It’s time to weigh your options in choosing an email drip campaign software for your business. Give this list a quick read! 1. MoEngage: Best for Omnichannel Engagement and Behavioral Targeting   MoEngage is a comprehensive customer engagement platform designed to deliver personalized and automated drip email campaigns at scale. Its powerful AI capabilities allow you to use behavioral targeting to reach customers at the right time with the right message at different stages of their customer journey. Why MoEngage is Best for Omnichannel Engagement and Behavioral Targeting: MoEngage offers multiple features that allow you to provide cohesive customer experiences across various touchpoints. You can reach out to customers via not just email, but also SMS, push notifications, in-app messages, and even ad networks without missing a beat. Features like advanced segmentation enable you to send hyper-personalized drip email campaigns tailored to individual customer actions, such as cart abandonment or inactivity. This ensures that messages are timely, relevant, and effective in driving engagement. How Pricing Works: MoEngage offers flexible drip email pricing based on the scale of your business and the exact features you’d need. You can always reach out to their sales team to learn more about their custom pricing plans. How to Set Up a Demo: To experience MoEngage firsthand, you need to book a demo first. Their team will then contact you to schedule a personalized walkthrough that showcases how the platform can meet your specific drip email marketing goals. 2. ActiveCampaign: Best for Email and Marketing Automation ActiveCampaign is a marketing automation platform that allows you to create email campaigns on channels your customers connect with. The platform offers predictive content features that help you show customers the most meaningful content. Why ActiveCampaign is Best for Email and Marketing Automation: ActiveCampaign excels in delivering sophisticated automation campaign workflows that can be tailored to various customer journeys. How Pricing Works: ActiveCampaign offers a four-tiered drip email pricing plan. The basic plan starts at $15/month for 1K contacts, while the Enterprise plan starts at $1,169/month for 50K contacts. If you have contacts upwards of that number, you need to talk to their sales team. 3. Kit: Best for Creators Using Emails Kit is tailored for creators, bloggers, and solo entrepreneurs who want to send customer relationship emails. It offers a user-friendly interface with powerful automation capabilities. Why Kit is Best for Creators and Solo Entrepreneurs: Kit’s email-first operating system allows creators to build long-term connections with customers. Its intuitive email designer can be used to create effective on-brand emails that are optimized for deliverability. Plus, it allows you to send email broadcasts for announcing product launches, sharing content updates, or promoting limited-time offers to your entire list in bulk. How Pricing Works: Kit offers a free Newsletter plan with basic features like visual automation, opt-in forms, and email broadcasts to up to 10K subscribers. But you can implement just 1 visual automation and an email sequence on the free plan. Advanced plans start at $25 per month for up to 1K subscribers, and go up to $2,166/month for 400K contacts. 4. Drip: Best for Ecommerce Marketing Automation Drip is a marketing automation platform designed specifically for Ecommerce brands. It offers tools to create personalized email campaigns that drive customer engagement and sales. Why Drip is Best for Ecommerce Marketing Automation: Drip provides deep integrations with Ecommerce platforms, allowing businesses to leverage customer data for targeted campaigns. Features like behavior-based automation and pre-built workflows help in crafting effective drip campaigns. How Pricing Works: Drip’s pricing starts at $39/month for up to 2,500 contacts. The cost scales up to $1,999/month based on the number of contacts, with custom pricing available for larger lists of over 180K subscribers. 5. Mailmodo: Best for Interactive Email Marketing Mailmodo is an email marketing platform that enables the creation of interactive drip emails using AMP technology. This allows recipients to take actions like filling out forms or booking appointments directly within the email. Why Mailmodo is Best for Interactive Email Marketing: Mailmodo stands out by offering interactive email capabilities that enhance customer engagement and conversion rates. Its drag-and-drop editor simplifies the creation of dynamic emails without any coding required. How Pricing Works: Like the other drip email marketing software on this list, Mailmodo’s pricing is based on the number of contacts and emails sent per month. Its three-tiered pricing model starts at $39/month for 500 contacts, going up to $939/month for 250K subscribers. Any more contacts, and you have to reach out to their sales team.   How to Get the Most Value Out of Your Drip Email Software Here are some of the ways in which you can leverage your drip email software to its maximum potential. Save time through automation: Automate welcome emails, follow-ups, and re-engagement campaigns to free up your team for more strategic work. Boost engagement with timely messaging: Set up triggers so that emails are automatically sent based on customers’ actions. This keeps your audience interested at every stage of their customer journey. Drive higher conversions with targeted sequences: Send the right email at the right time to move leads through the sales funnel towards a conversion. Personalize customer experiences at scale: Use segmentation and dynamic content to create a personalized customer experience without manually customizing every email. Continuously optimize with data-driven insights: Track performance metrics like open rates and conversions to refine your drip email campaigns and maximize results over time.   Maximize Engagement With MoEngage’s Drip Email Marketing Software To sum it up, drip email marketing can be quite powerful for engaging customers at different stages of their journey. Having the right drip email software in your tech stack ensures smooth, efficient workflows. Your team can focus on higher-value tasks while automating routine processes. It also ensures that your drip emails always reach the right person with the right message at the perfect time. MoEngage’s powerful email automation platform allows you to automate personalized campaigns that drive higher engagement and conversions. With advanced segmentation, behavior-triggered messaging, and seamless integration with your ecosystem, you can nurture relationships more effectively than ever. Curious to see how MoEngage can elevate your campaigns? Schedule a discovery call today. The post Drip Email Software: The Ultimate Pricing and Buying Guide appeared first on MoEngage.

Reading Time: 9 minutes Did you know SMS open rates are as high as 98%, with 45% replying to branded SMS marketing? As texting continues to witness a steady rise, your brand could be missing out if you’re not leveraging automated text messaging for business! Text messaging is when your brand communicates with customers via SMS. These messages may be automated, that is, scheduled to be sent at opportune times. Interested in sending an automated text message for business? Keep reading.   What is SMS Marketing Automation? SMS marketing automation is the process of automatically sending text messages to recipients. It enables brands to send messages when certain trigger conditions are met. For instance, sending messages to a customer to confirm a purchase or remind them to complete a purchase when they have left items in the cart. What are the main benefits of automated SMS marketing? An automated text message for business can unlock many benefits, some of which are listed below: Saving time: Automated text message marketing saves time for core tasks rather than dedicating time for manual text responses for order confirmations, abandoned cart reminders, etc. Scalability: Using SMS marketing automation, brands can look to scale their SMS campaigns to a large customer base. Strategic communication: With SMS marketing automation, brands can deliver larger automated SMS drip campaigns tailored to specific target groups. Greater engagement: 90% of SMS messages are read within 3 minutes of delivery. With automated SMS marketing, brands can send timely responses and elevate customer experience. Higher open rates: Automated text messages typically have higher open rates than emails, making them a more favorable medium for reaching customers. Is sending automated text messages legal for businesses? Businesses can send automated text messages to customers as long as they follow the rules and regulations of the state where they are being sent. In the United States, automated text marketing requires following the Telephone Consumer Protection Act (TCPA), which requires brands to get written consent before sending messages to customers. The new TCPA rules also state that brands need to honor SMS opt-out requests within 10 business days. Additionally, the CAN-SPAM Act sets rules for commercial communications. Brands need to ensure that recipients have opted for an automated text message service, as spam messages can result in fines. Moving on, how can your brand implement SMS messaging? Here are some use cases for automated text messaging for business to help you get started.   5 Common Use Cases for Automated Text Messaging for Business From the many ways in which brands can tap SMS marketing automation, below are a few use cases: 1. Reminders and Confirmations You could send personalized reminders and notifications to customers in the form of an informative automated text message, be it for bill payments, restaurant bookings, or any other appointments. Example: “Hi [Customer Name], here’s a reminder of your appointment with Dr. XYZ at 2 PM tomorrow. Reply 1 to confirm, 2 to reschedule, and 3 to cancel.” 2. Order Confirmations SMS marketing automation can be used to send tailored order confirmations and update customers on shipping and delivery. Manually doing this may be cumbersome and lead to errors, making it impossible for brands to operate at scale. Text messaging automation software can solve this problem by automatically sending shipping and delivery updates to customers to keep them informed of the latest activity. Triggers can be scheduled depending on the movement of the shipment. 3. Abandoned Cart Reminders An often underrated use of automated text messages for business is nudging customers about items they left in their cart. Brands can incentivize customers to complete their purchase by sending them text messages with specific deals on items left in the cart. The result? Higher potential conversions! 4. Promotional Offers Sending customized offers to customers via SMS marketing automation can be another way to boost conversions. Brands must ensure a crisp message followed by a clear CTA to relevant product pages. In this case, automation can do what is not manually possible. With the use of customer behavioral data, the right customers can be targeted with their preferred products. 5. Customer Support and Feedback While your customer support may not be available 24/7, some customer queries can be handled automatically using automated text messages for business. For instance, your brand could answer frequently asked questions (FAQs). SMS marketing automation can also be used for gathering quick feedback from customers who have recently interacted with your brand by simply including a link in the message.   How to Set Up Automated Text Messages for Business Setting up SMS marketing automation is easy and can be accomplished in just 5 steps, as listed below. 1. Sign up for an automated text messaging service To begin your automated text messaging campaign, you would first need to select a platform that meets your requirements. It would be wise to pick a service that allows you to automate end-to-end workflows and empower your team. 2. Upload recipients’ contact details Next, upload the contact details of those who have opted to receive your texts. You can either drag your contact file onto the page or browse for it to upload it. Remember, just having the recipients’ phone numbers doesn’t mean you can start sending them SMS messages right away. They need to explicitly give you their consent first. 3. Create segmented lists Create segmented groups of recipients based on criteria such as demographics, customer type, and so on. This can help your brand send automated text messages to relevant audiences and raise the chances of engagement. 4. Compose messages This step can be highly crucial as the content of your SMS can make or break your connection with your customer. Leveraging data can help with hyper-personalizing your communication. Typically, a crisp message with a relevant CTA could boost your click-through rates. 5. Schedule, test, and deploy Once your text messages are ready, it’s time to set up a schedule to send them. Some messages may be on specific recurring dates like birthdays, while some may be triggered by certain customer actions like cart abandonment. Finally, don’t forget to test your SMS marketing automation before you deploy it!   5 Automated Text Message Examples and Templates for Campaign Inspiration Now that you know how to set up automated text messages for business, let’s get some much-needed inspiration for creating your own successful SMS marketing campaigns. 1. Lulus | Promoting Offers and Deals Source: https://smsarchives.com/messages/lulus-text-message-marketing-example-12-31-2021/ Notice how women’s wear brand Lulus strategically uses automated SMS marketing to remind customers of their ongoing holiday sale, with a link to finish the purchase. In this case, automation helps deliver personalized deals to customers who may have earlier browsed through the brand’s website. For those who dropped off the website due to the absence of offers, this SMS can work as a smart nudge to complete that purchase. 2. Old Navy | Wishing Customers on Special Days Source: https://smsarchives.com/messages/old-navy-text-message-marketing-example-05-09-2021/ In the example above, Old Navy not only wishes its customers Happy Mother’s Day, but also goes a step further in offering deals on women’s wear. In this case, an automated text message could be used to narrow the target audience to women who are or could be mothers. This also includes wishing them on their special days. 3. Gaspar | Appointment Confirmation and Reminders Source: https://support.opentable.com/servlet/rtaImage?eid=ka0UQ0000003ogD&feoid=00N0c00000Ay3y5&refid=0EMDn000001hK7V A practical use of automated text messages for business is to confirm appointment reservations and get a response from the customer if they are willing to make changes. To elevate the experience further, the brand could add options to reschedule or cancel the reservation on the SMS itself, using automated text messaging. 4. Amazon | Shipping and Tracking Source: https://www.wonderment.com/hubfs/Wonderment_September2021/image/amazon_sms_shipping_alerts_w720.jpg This template ticks all the boxes for a well-crafted automated text message for business. Amazon informs the customer of the product name, expected date, and order status, along with the tracking link. These kinds of informative messages tend to be super useful to customers. 5. The Perfect Jean | Retargeting via Cart Abandonment Messages Source This automated text message example can serve as a model template for cart abandonment notifications. The brand reminds the customer of the items left in the cart and encourages the purchase by offering a custom discount code and a link to complete the purchase.   Top 3 Automated Text Message Services for Businesses SMS marketing automation can be simple to set up with the right tools. Here are some leading services that can help you send automated text messages to your customer base. 1. MoEngage MoEngage’s SMS automation software can make targeted SMS campaigns seem like a breeze with ready-to-use campaign ideas, hyper-personalized messaging, and 360-degree customer views. Standout SMS Automation Feature: MoEngage’s automated text message marketing service stands out for its ability to integrate SMS into the overall customer journey and deliver insight-led, revenue-driven campaigns. How Pricing Works: Schedule a demo to know which of the two pricing plans works best for your business. 2. Textedly Textedly offers an easy-to-use automated text message software for real-time conversations with your customers. However, it lags behind in providing an omnichannel brand experience. Standout SMS Automation Feature: The service has an intuitive platform and also a shared team inbox to ensure timely automated responses for instant customer support. How Pricing Works: While the service offers a free plan with limited features, the basic plan starts at $26 a month and varies for other advanced plans. 3. Sender Sender enables SMS automation campaigns for bulk, personalized messages to customers. Standout SMS Automation Feature: Sender is an automated SMS software that offers affordable, easy-to-use templates for automating text messaging campaigns. However, it is limited to email and text message services, and does not offer integrated engagement solutions as part of the overall customer experience. How Pricing Works: Sender offers a free plan, with paid plans starting at $10 a month.   SMS Marketing Automation Strategies That Improve Campaign Performance Sure, you may be excited to launch your own automated SMS campaign. But hold on! There’s so much more you can get from automated text messaging, with some practical SMS marketing automation strategies listed below. 1. Make your automated text message conversational and interactive Customers love it when their brands are responsive to their needs! Using automated SMS services, you can make your text messages conversational. For instance, you can ask a series of questions to help customers reach informed decisions regarding your product or service. 2. Always ask for consent Before blasting automated text messages to your customers, it’s best to get their consent. Clear opt-in and opt-out options are necessary not only from a legal standpoint but also from the transparency angle. 3. Segment and personalize for your customer Nobody likes a random brand message that could be sent to just about anyone. You can use customer demographic and behavioral data to segment your customers into different groups. Armed with better insights, you can send more targeted and personalized text messages to your customers. 4. Grow your subscriber list with incentives Customers would be happy to consent to receiving your brand’s messages if they are offered something in return. Weaving smart opt-in messages with exclusive promotional deals and other perks can grow your subscriber base. 5. Review the little things A text message is one of the quickest ways to reach a customer. When done right, it can work wonders for your brand! But before you hurry to send out texts, remember to include crucial elements like a crisp main message, a valuable offer, a strong CTA, and a link to access the relevant offers or information. Finally, don’t forget to do automated SMS testing before sending the SMS.   Enhance Your Outreach with Automated SMS Marketing from MoEngage Brands can use the small but mighty SMS in many ways to deepen customer engagement. However, it is important to get subscriber consent and use other best practices to make the most of automated SMS marketing. MoEngage’s SMS marketing platform can help you have smoother interactions with your customers guided by detailed analytics, as part of a seamless omnichannel journey. Get a personalized demo to know how MoEngage can help you tap the massive potential of automated text messaging. The post Automated Text Messages for Business: A Marketer’s Guide appeared first on MoEngage.

Reading Time: 15 minutes If you’ve been in the Ecommerce game longer than ten minutes, you’ve probably noticed a pattern: every marketer under the sun is obsessed with finding the perfect Ecommerce marketing automation software platform. And honestly? They’re not wrong. Standing out in the cut-throat Ecommerce world is about meeting your audience where they are with hyper-personalized messaging. Spending 23 hours a day doing it manually? News flash: without marketing automation software to help you automate your Ecommerce campaigns, you don’t stand a chance. That’s why 35% of marketers have already automated their Ecommerce customer journeys. But don’t worry, we’ve got your back. This blog post will help you clearly understand and fearlessly implement marketing automation for your Ecommerce brand. Let’s get started!   What is Ecommerce Marketing Automation? Ecommerce marketing automation is the use of software to streamline, personalize, and scale marketing tasks. It powers activities like email campaigns, SMS, push notifications, and customer segmentation. It helps you create smoother, more personalized customer journeys without lifting a finger every single time. By automating repetitive yet impactful tasks, like sending birthday discounts, reminding customers about abandoned carts, and segmenting audiences, you free yourself to focus on strategy. Put simply, it’s how you make your brand feel personal at scale without breaking a sweat.   6 Benefits of Automating Your Ecommerce Marketing By automating the repetitive tasks and fine-tuning your messaging at scale, you can focus on what really matters: building an Ecommerce brand your customers love. Here’s how automating your Ecommerce marketing can take your business to the next level. Improved Customer Insights: Marketing automation for Ecommerce helps you uncover patterns, such as when customers browse, what they frequently abandon in their carts, and how they respond to your campaigns. Understanding this helps you tailor future strategies, delivering what your customers want without the guesswork. Enhanced Customer Service: Make your customers happy, and the revenue will follow. Marketing automation for Ecommerce improves customer experiences by resolving their queries almost instantly. Whether they seek sales assistance or post-purchase support, they no longer have to listen to the annoying IVR music or wait for someone to respond to their ticket. Generate More Leads: Ecommerce marketing automation can improve leads qualitatively and quantitatively. Interestingly, it is a symbiotic relationship, where automation nurtures leads to develop a loyal customer base, which in turn transforms into brand advocates. Such evangelists attract more leads and improve lead-generation activities. Omnichannel Monitoring: Let’s say a customer clicks on your Instagram ad, checks their cart on desktop later, and finishes the purchase on your app. Ecommerce marketing automation platforms track this entire journey, showing you how your customers interact across platforms. It’s like having a bird’s-eye view of all your channels, making omnichannel strategies smoother and more effective. Better Customer Relationships: Automation isn’t just about scaling. It’s about humanizing your approach. Ecommerce marketing automation tools can send personalized messages based on customer behavior, like a thank-you email after a purchase or reminders for a sale item they were eyeing. Over time, these little touches build stronger, more loyal relationships. Higher ROI: By targeting the right customers at the right time and cutting out wasted efforts, you see better conversions, an increased lifetime value, and more efficient campaigns. It’s no surprise that brands using marketing automation for Ecommerce see higher ROI than those managing everything manually.   How to Use Marketing Automation for Ecommerce More Effectively When done right, Ecommerce marketing automation becomes your secret weapon for building stronger customer relationships at scale. Let’s explore how you can level up your automation game and make your Ecommerce workflows work harder for you. 1. Acquire New Contacts You can automate your marketing for Ecommerce to grow your contact list and attract new customers. If you regularly produce high-quality, actionable, and insightful content, your audiences will be keen to hear from you. This situation can be an excellent premise for offering them something of value in exchange for adding their information to your email list. Typically, surveys, whitepapers, reports, and similar documents are available to those who sign up for a business newsletter. Similarly, if someone makes a purchase on your online store, your Ecommerce marketing automation software can add their details to your customer database. Every addition offers granular insight into buyer profiles and helps discover commonalities, which you can later exploit. 2. Segment Your Audience Segmenting your subscribers helps you increase sales by offering customers what they already want. You can segment your contacts to make lists based on various common factors like location, average order value, engagement level, age, profession, etc. For instance, if you have two different types of newsletters for subscribers based on their interests, you’d have to create two different lists of contacts in your Ecommerce marketing automation software to send the right message to the right customers. In fact, you can achieve several levels of segmentation via lists, tags, and custom fields to make your messages highly targeted and relevant to customers. 3. Welcome and Onboard New Customers Like it or not, first impressions matter. Nowadays, it’s a given that signing up on a website would trigger Ecommerce email marketing automation workflows that will welcome customers to the website. These communications can require explicit consent for adding the customer to the email list (we know, managing an email list isn’t easy), share an overview of the brand’s value or message, or guide them through the purchase process. You can also lure the new accounts with promos and discounts that will get them swiping their card in no time! A welcome series can also be particularly helpful in extending customer service for those who have already purchased your product or service. You can share details on how to use the offerings to extract maximum value. Such a consideration can boost customer loyalty and enhance customer experience. 4. Automate the Checkout Process for More Sales A complicated checkout process can deter customers from completing their purchase, but you can prevent a large percentage of abandoned carts by creating a smooth and trustworthy checkout process. With marketing automation for Ecommerce, you can fill in customer details automatically and display preferred payment options to make it as convenient as possible for customers to complete a purchase. You may also add a live chat option on the checkout page to swiftly answer customers’ queries during the buying process. 5. Translate Abandoned Carts into Sales Cart abandonment is a serious problem in the Ecommerce sector. About 7 out of 10 buyers abandon products in their cart for various reasons. This figure varies depending on the device. As a result, cart abandonment can cost your online Ecommerce store billions of dollars in sales per year. Fortunately, marketing automation for Ecommerce attempts to offset these losses through regular follow-ups and check-ins. Automatically triggered emails that hit the right combination of subject lines, email copy, and CTA could convince the shopper to buy from you. 6. Win Back Inactive Customers Similar to cart abandonment, you could have customers who may have signed up on your online store only to forget about you entirely! Or you could have someone who made an occasional purchase and pulled the plug on their CLV. Ecommerce marketing automation platforms can help in such instances. You can customize email marketing automation campaign workflows that deploy after a lapse of X number of days, offering the client coupons or promos to pique their engagement. 7. Capture Customer Feedback Ecommerce brands that encourage customers to post their ratings and reviews against the products can improve conversion rates. In this regard, marketing automation software makes the task easier through automatic feedback collection. You can implement email marketing automation for Ecommerce that prompts the buyer to share their customer experience after X days post-purchase. 8. Establish Omnichannel Presence Consider a situation where someone has browsed through the products on your online store. This action indicates that they are either curious about the product or have considered purchasing it. That’s a lead right there. Through Ecommerce marketing automation tools, you can reach the lead through other channels, say social media platforms, and test their responses. If they continue engaging with the ads, it is a clear indication that they are a qualified prospect. Automated workflows can then capture their details and continue nurturing them to the point of purchase. That’s the beauty of omnichannel marketing! 9. Send Media-Rich Dynamic Communications Dynamic content refers to customizing your content for visitors. With dynamic content, the content and images on your pages adapt to customers’ in-session behavior, demographic data, and characteristics. This offers two benefits. First, presenting relevant offers helps decrease bounce and increase conversions. Second, it allows you to create personalized experiences. Including rich media, such as product images, can make a world of difference when you are re-engaging your leads. For our Ecommerce customers, we’ve seen product images improving their CTR for emails and rich push notifications. It also offers great potential to cross-sell or upsell products on your online store. All you need to do is set up product blocks and let your marketing automation platform handle the rest. This form of content marketing automation for Ecommerce will share relevant details such as product specifications, price, and other crucial details that will be too tempting to pass up! 10. Use Lead Scoring for Higher Conversion Rates An Ecommerce marketing automation platform that offers lead scoring can help you boost conversions by automatically sending personalized content to prospects depending on their position in the sales funnel. Lead scoring can also be used for pre-qualifying leads before passing them onto your sales team by assigning a score to every lead based on their actions on your website and other predetermined factors. Cold leads or those with low scores can be segmented further and nurtured with personalized content before passing them on to the sales team. For instance, as soon as a subscriber shows interest in buying from your Ecommerce store, you may automatically enter them into a drip campaign to slowly nudge them into completing the purchase. You may set the following types of automated email marketing campaigns to nurture your leads and drive customer loyalty as well: An automated welcome email series for effective onboarding Follow-up emails to remain in touch with new leads on certain predetermined milestones Offer emails to encourage purchase Review requests for feedback and user-generated content (UGC) Abandoned cart emails to recover lost revenue Emails celebrating milestones and personal events 11. A/B Test Your Landing Pages A/B testing refers to simultaneously testing two or more variants of a page to see which one performs the best. With your marketing automation Ecommerce software, you can quickly run such tests between your product pages and landing pages to make informed decisions regarding the digital assets you’ll use. Some of the elements you may consider for split-testing are: Headlines Compare a longer versus a shorter headline Ask a question in your headline Use a testimonial in your headline Try positive and negative emotions Calls-to-Action Compare the use of words like “Free”, “100%”, “Bonus”, etc. Try different color combinations Placement of text Banner Image Placement Color scheme Text on display 12. Invest in an Automated Social Listening Tool With an automated social listening tool, you can monitor customer conversations around phrases, keywords, hashtags, and industry-specific terms. This will give you a holistic view of how customers talk about your brand and what they expect from it. Some social listening tools are also equipped to run sentiment analysis on captured data to give you actionable business insights. 13. Automate Reviews on Your Website Gathering customer feedback and acting on it is crucial to your brand’s success. However, manual collection of reviews can be a tedious job. Instead, you can set up trigger emails that are automatically sent to customers a few days after product delivery to ask for feedback. You may even use web push notifications or in-app prompts to gather feedback and reviews for your products. 14. Reward Loyal Customers Loyal customers buy more. With Ecommerce marketing automation, you can segment your best customers and reward them for their shopping behavior to boost customer loyalty and subsequent sales. An automation program can also be set to convert first-time shoppers into repeat customers by automatically rewarding them with a special discount or promotion via email. Offering customers a coupon or discount code that applies to their second purchase is an excellent way to keep them coming back. Under your loyalty program, you can offer flat discounts, exclusive offers, BOGO promotions, free gifts, and more. 15. Use Chatbots for Customer Service Customer service is the focus of most Ecommerce brands and requires dedicated resources to tend to customers 24/7. This translates into a significant amount of revenue for any brand, which can be optimized with the introduction of chatbots in the front line of customer service. But that’s not all. You can also use chatbots in retail and give your shoppers a highly personalized experience.   7 Ecommerce Marketing Automation Examples to Learn From How can you improve conversion rates and other key metrics through marketing automation for Ecommerce? Nothing hits home like an example does. So here’s a list of marketing automation best practices and strategies used by real-world Ecommerce brands to help you get the gist. 1. Nike: Customer Service Chatbots Source: https://www.producthunt.com/products/github-visualizer#nike-stylebot   As you can see in the above image, Nike StyleBot uses chatbots in retail and gives its shoppers a highly personalized experience. It helps customers style their shoes and browse previously uploaded designs for inspiration. Shoppers can interact with Nike StyleBot on Facebook Messenger to mix and match, create their designs, and share them with friends, making the whole experience a lot more fun than usual. 2. Tattly: Reward Points for Every Purchase Source: https://reallygoodemails.com/emails/youve-earned-6-tattcoin-   Tattoo marketplace Tattly runs an automated point-based system that offers reward points for every purchase that can be redeemed on the site for discounts or other goodies. Why is it such a good Ecommerce strategy? Because, c’mon, who doesn’t like discounts? As you’d agree, customers who buy the second time are even more likely to return for the third time, and so on. Incentivizing subsequent purchases through carefully crafted reward programs, like Tattly does, is an excellent way of building loyalty and promoting sales. It’s a clever way of using a marketing automation software platform! 3. Belgian Boys: Ecommerce Marketing Automation with a Win-Back Email Source: https://reallygoodemails.com/emails/we-miss-you-belgian-boys   Belgian Boys, an NYC-based breakfast item brand, uses email marketing automation software workflows that deploy after a certain number of days have passed without any action from a customer. Given that the account has already gone cold, the brand has nothing to lose, right? That’s what they thought when sending this automated email. The copy’s dripping with food-related metaphors that make the reader lick their lips and think twice about leaving the brand forever. Plus, instead of boring CTAs like “Shop Online” or “Order Now”, the CTA “Wait, there’s been a mistake” is pretty conversational, which makes it all the more fascinating and click-worthy. It gives off a feeling of mystery — the customer is left wondering what’s going to happen next, so they’re tempted to click the button. 4. Airbnb: Request Customer Feedback Source: https://reallygoodemails.com/search/emails/airbnb   First of all, customers seeing a warm and friendly subject line like “We’d Love Your Feedback! It’ll Only Take 3 Minutes” can’t help but open the email. As you can see, this automated email from Airbnb encourages customers to share their feedback about the brand—a chance for them to improve conversion rates. Ecommerce marketing automation software helps them implement email automation that prompts the buyer to share their experience after a certain amount of time following their purchase. 5. Warby Parker: Automated Shipping Confirmation Email Source: https://reallygoodemails.com/emails/transactional-update-email-design-from-warby-parker   Warby Parker sends this email when a customer’s home try-on glasses are shipped. Okay, cool. The customer knows that their order is on the way, and they can track it. They can also verify their address as mentioned at the bottom of the email. But you know what sets this automated email apart? It thanks the customer. And don’t miss the playful “Just for you” heading and the sentence congratulating the customer on choosing to try on the glasses at home. All of that’s a humble way of acknowledging that the customer is important for their brand. Because transactional emails, like this one, get high open rates (who doesn’t want to know when their order has shipped?), Warby Parker knows they can drive a ton of traffic and get sales if they include a few strategic CTAs. 6. Dyson: Abandoned Shopping Cart Email Source: https://reallygoodemails.com/emails/items-in-your-basket-at-dyson-com   Life is hectic, and customers are fickle. There are a thousand reasons why customers don’t finish the checkout process, and Dyson knows that. Sending them this gentle reminder is a surefire way to not only show them that Dyson cares about them, but also coax them to finish what they started. 7. Patagonia: Welcome Email Automation Source: https://reallygoodemails.com/emails/welcome-to-patagonia-emails   When a customer signs up for Patagonia’s emails, they’re immediately welcomed to the email list, with the promise of all types of useful content. And guess what? At the bottom of the email, Patagonia includes a lot of different calls to action (CTAs). When customers click on those, they’re already telling Patagonia what they’re interested in before they’ve even purchased anything. Smooth, right?   5 Best Ecommerce Marketing Automation Software to Increase Engagement Below, we’ll walk you through five of the best Ecommerce marketing automation platforms. We’ll break down what makes each one shine in its own way, where they might fall short, and give you pricing insights to help you pick the right fit for your Ecommerce brand. Let’s get right into it. 1. MoEngage MoEngage is one of those rare platforms that makes tech advanced enough for enterprise brands while still being friendly for mid-sized Ecommerce teams. It’s an all-in-one customer engagement platform combining push notifications, in-app messaging, SMS, email, and more—all tailored for customer lifecycle management. Its standout feature? AI-powered Ecommerce personalization. MoEngage uses machine learning to analyze customer behavior and predict what they might be interested in buying next. For Ecommerce brands, this means you’re not just spamming offers, but landing in their inbox or notifications with exactly what they’re most likely to purchase. How Pricing Works: Plan details vary based on the features your brand needs. Request a custom quote for enterprise-level flexibility. Best For: Ecommerce brands looking for cross-channel marketing automation and predictive audience segmentation with intuitive workflows. 2. BigCommerce Source: https://www.bigcommerce.com/apps/atom8/   BigCommerce is an all-encompassing Ecommerce platform with features to build, run, and grow your online store. That said, because it’s primarily a platform to build and manage your Ecommerce website, its marketing automation workflows can sometimes feel limited compared to those in tools like MoEngage or Omnisend. That’s because BigCommerce doesn’t offer automation on its own platform; you need to integrate GritGlobal’s Atom8 Automation to optimize your online store. So, if you’re neck-deep in email workflows and need automated email drip campaigns, for example, BigCommerce might not check every box. How Pricing Works: Their pricing is tailored to each client’s needs, depending on the growth stage they’re in. Best For: SMBs and mid-market businesses looking for a do-it-all Ecommerce platform with baked-in automation for basic marketing needs. 3. Omnisend If email marketing is your bread and butter, Omnisend may just bake you a second loaf. Designed specifically for Ecommerce marketers, Omnisend combines email, SMS, and push notifications to engage customers at every stage of their journey. Its pre-built, Ecommerce-specific workflows (hello, abandoned cart recovery) are built to save you hours of setup time. The magic lies in its deep integrations with Ecommerce platforms like Shopify, WooCommerce, and BigCommerce. Omnisend’s segmentation features are also worth shouting about. You can easily target customers based on behavior, past purchases, and even how much they’ve spent, so your messaging is as relevant as possible. Where might it fall short? Limited flexibility in cross-channel campaigns (beyond email, push notifications, and SMS). How Pricing Works: Omnisend offers a free plan with basic email automations for 500 contacts. Plans scale upwards based on email list size and features. Best For: Ecommerce brands working with smaller teams but seeking powerful email/SMS automation without the hefty price tag of more enterprise solutions. 4. Rejoiner Rejoiner is at its best for one thing and one thing only: reducing your cart abandonment rates. If your Ecommerce brand is losing more customers than it wins at checkout, this platform can help you build laser-focused campaigns to bring those shoppers back. Its predictive revenue tracking ensures you have clear visibility into how much money is at stake and saved with each abandoned cart workflow. The downside? It’s not an apt tool for cross-channel marketing automation. If you need broader automation beyond email, like SMS, in-app, or push notifications, you’ll need to integrate it with other tools or run them separately. How Pricing Works: Rejoiner’s pricing ranges between $25/month for 1K contacts and $1,695/month for 149K contacts. It offers custom pricing for a list of over 150K contacts. Best For: High-traffic Ecommerce brands laser-focused on maximizing revenue recovery from abandoned carts. 5. ShipStation At first glance, ShipStation might seem like an odd pick for a list of Ecommerce marketing automation tools. But hear us out. While it’s primarily a shipping software solution, it earns its spot here because of its lesser-known post-purchase automation tools. You can delight customers with personalized shipping confirmation emails, branded tracking pages, and upsell offers strategically placed in delivery notifications. If you’ve ever wanted to strengthen loyalty and cross-sell opportunities after someone completes a purchase, ShipStation’s workflows can be a game-changer. However, it’s not built for pre-purchase interactions. If you’re looking to create in-depth automation around acquisition, consider other platforms in this list first. How Pricing Works: Plans start at $9.99/month for smaller businesses and go up to $399.99/month for advanced features and higher shipping limits. Best For: Mid-to-large Ecommerce brands looking to enhance post-purchase customer engagement and improve the customer experience.   Why Omnichannel Beats Multichannel Marketing Automation for Ecommerce Multichannel marketing automation fails to deliver a cohesive experience. It gets your messages across different platforms, but the messages are disconnected. In contrast, omnichannel marketing automation is about connecting the dots so every message feels like part of one big, seamless experience. We know you’ve already heard enough on the omnichannel vs. multichannel marketing debate. But seriously, it gets more interesting when you stop and think about it. Picture this: a customer clicks on a product ad on Instagram, later gets an app notification with a discount code, and finally receives an email reminding them the item is almost sold out. Each touchpoint builds on the last, creating a smooth, personalized customer journey. That’s how omnichannel marketing automation works. Take Nordstrom, for example. Added something to your online cart? You can pick it up in-store the same day. Every interaction, whether it’s an email, a notification, or an in-store visit, feels like part of the same story. A multichannel approach might stop at sending a single email for an abandoned cart. Whether you’re doubling down on omnichannel and cross-channel engagement with MoEngage, building loyalty post-purchase with ShipStation, or maximizing abandoned cart recoveries with Rejoiner, the key is finding the right fit for where you are and where you want to go.   Set Up Ecommerce Marketing Automations with MoEngage MoEngage lets you create seamless, personalized customer journeys that feel more human. From AI-driven insights to tailored message automation, it’s built to keep your audience engaged at every step of their Ecommerce journey. Ready to step up your Ecommerce marketing automation game? See MoEngage in action. The post Ecommerce Marketing Automation Strategies to Boost Revenue appeared first on MoEngage.

Reading Time: 7 minutes The way brands look at data has changed over the past few years. While in the last decade, brands may have focused on data collection (the more data, the merrier), over the passage of time, marketers are dawning upon the realization that unless data is actionable, it’s not really usable. Marketers have struggled for years to draw actionable insight from fragmented customer data that exists in silos across countless tools.  Rather than adding yet another tool to their tech stack to mitigate this silo problem, marketers are re-evaluating their entire tech stack. As a result, forward-thinking brands realize that to unlock truly personalized, real-time customer experiences requires tapping into the single source of truth: their data warehouse. Let’s explore why this shift is happening and how a CDEP like MoEngage is the perfect partner in this new paradigm. From Passive to Active: The Evolution of The Modern Data Warehouses Data warehouses aren’t new. Traditionally, many businesses relied on on-premise warehouses, which were powerful but often rigid, expensive to scale, and sometimes siloed.  The game-changer has been the advent of cloud data warehouses (such as Snowflake, Google BigQuery, Databricks, Amazon Redshift, and Azure Synapse). Cloud data warehouses offer consumer brands the following advantages: Scalability: Easily handle vast and growing datasets without massive upfront infrastructure investment. Flexibility: Integrate structured and semi-structured data from teams like sales, customer support, finance, marketing, etc. Performance: Process complex queries rapidly, enabling faster insights. Accessibility: Democratize data access for various teams (with appropriate governance). Gone are the days when data warehouses were merely passive repositories of data. Today, they often contain the most complete, up-to-date, and trustworthy business view. Benefits of the Warehouse-First Approach for Campaigns Real-time data: Data warehouses often provide real-time data, enabling marketers to understand the pulse of the customer and make decisions based on timely and accurate information rather than the slightly-dated information that ends up in a CDP (customer data platform). Real-time analytics: A warehouse-first approach helps marketers to understand the current state of the business (as in ‘what is happening right now’. This real-time analytics also helps them spot deviations in key performance indicators (KPIs), detect problems proactively, and make faster decisions. Real-time segmentation: Traditional segmentation relies on slightly stale data (hours or days old). By automatically moving customers into or out of segments based on their latest actions/changes in attributes, marketers can personalize the customer experience in real time, thereby becoming more relevant and timely. Data consistency and quality: Loading data into a warehouse involves data cleansing, validation, standardization, and transformation, which improves the quality of data in the warehouse. Speed, scalability, and cost-effectiveness: Data warehouses offer scalable storage and processing power, allowing businesses to adapt to their evolving needs rapidly. Compared to storing and processing data within multiple tools, data warehouses are a more cost-effective way for businesses to manage massive amounts of diverse data. Faster time-to-value (Potentially): Once set up, activating new data points or segments can be quicker if the data already resides in the warehouse. This also means that campaigns can be launched faster vs. when data needs to be copied into a CDP before being sent to an email platform or an SMS automation tool. Improved data governance: By consolidating all data into a central repository, data warehouses ensure that data governance policies, standards, and procedures are standardized across the board.   Benefits of a Warehouse-First Approach For B2C Consumer Brands CDEP and the Warehouse-First Approach Forward-thinking consumer brands have realized that customer data management and customer engagement cannot exist in silos.  This is how a data-driven marketer is thinking in 2025: I have all the information about my customer consolidated in a data warehouse. The data combines customers’ past purchase history, product interactions, customer support history, marketing-related data, and many other pivotal data points. I want to use this data warehouse information directly to drive contextual, relevant, and personalized experiences through my campaigns in real-time. I don’t want to spend time copying the data into another tool and then into a marketing automation or a customer engagement platform. Any data latency will prevent me from providing real-time personalized experiences, and will negatively impact my engagement, retention, and monetization campaigns.   For consumer brands that need to respond to the pulse of the customer in real-time, the martech stack needs to be warehouse-native.  This is where a CDEP (Customer Data and Engagement Platform) fits in like a glove. What is a CDEP? A customer data and engagement platform (CDEP) is an integrated, all-in-one platform that combines robust data management capabilities with best-in-class engagement, AI, and analytical capabilities.  A CDEP can: Unify data to build a single customer profile with real-time data ingestion Segment your customers based on behavior, demographics, or propensity Hyper-personalize communications in real-time, at scale Automate campaigns via advanced AI functionalities Analyze campaign performance and customer behavior to unlock deep customer insights What Makes MoEngage the Perfect Warehouse-Native CDEP? A CDEP helps consumer brands leverage warehouse as the central system without creating new data silos.  A warehouse-native CDEP like MoEngage minimizes data duplication and data movement, leverages the warehouse’s processing power, enhances security, and can lower costs in the long run. To evaluate why a CDEP (Customer Data and Engagement Platform) like MoEngage shines in a warehouse-first marketing approach, we need to understand these three pillars: 1) Capabilities of a CDEP Data Ingestion, Unification, and Management Capabilities Instead of extensive data storage, a warehouse-native CDEP connects directly to your data warehouse. It allows marketers to build segments using rich data in situ within the warehouse environment, leveraging the warehouse’s processing power and data freshness. Side note: A CDEP can also double down as a data management platform if you do not have a data warehouse or do not wish to connect it with your warehouse.  Data Ingestion: A CDEP comes equipped with flexible and robust data management capabilities that can capture a complete view of customer interactions. Sources of data ingestion include event streaming, batch data uploads, platform integrations (via connectors and APIs), and data warehouse integrations (Snowflake, BigQuery, RedShift, etc). Data Storage: A CDEP would leverage your existing data warehouse as the primary, persistent storage location for comprehensive customer data. Data Unification: CDEPs can unify data from various sources into a 360-degree customer view for each individual, resolving identity across devices and channels. CDEPs do this by ingesting and recognizing identifiers (email, phone, user ID, device ID etc) and applying deterministic matching rules to stitch identifiers and associated data together. Data Governance, Privacy & Security: CDEPs have best-in-class data governance, privacy and security features like Data Access Management, Data Encryption, PII Masking and Tokenization, and Data Retention Policies. These measures ensure that data remains protected at all costs. Integrated Engagement Capabilities A CDEP seamlessly combines data processing with built-in omnichannel campaign orchestration and delivery across multiple channels. These best-in-class engagement capabilities are further augmented with AI capabilities that can help consumer brands improve the customer experience. Omnichannel Messaging Capabilities With over 11 channels, including email, SMS, push notification, WhatsApp, etc., a CDEP like MoEngage can help your brand build and optimize personalized customer journeys across channels and devices. AI Capabilities Generative and predictive AI capabilities offered by a CDEP can easily learn from the warehouse data and use AI agents to suggest the ideal customer journeys, decisions that help brands optimize campaigns, and generate segments. Segmentational Capabilities A CDEP can generate actionable segments in real time based on demographics and attributes, behavioral and transactional data, and propensity. A CDEP uses fresh and comprehensive data in the warehouse, allowing marketers to build customer segments based on demographics, attributes, behavior, transactions, or propensity scores. Analytical Capabilities After unifying data from different sources, a CDEP can help marketers make sense of the data through the power of its analytical capabilities. Be it identifying trends and patterns in customer behavior, segmenting the audience, predicting the likelihood of certain actions in the future, or informing future strategy, CDEP’s robust analytical capabilities can help marketers with actionable insights in real time. Reporting and Dashboards: Built-in data visualization capabilities can help marketing, growth, and product teams across consumer brands track key business metrics like campaign engagement rates, conversion rates, churn rates, DAUs, and MAUs. Behavioral Analytics: Features like funnel, RFM, and cohort analysis can help consumer brands analyze behavioral trends of customers. 2) Scalability, Reliability, and Elasticity Reliability offered by a CDEP means that the platform is consistently available without any downtimes or disruptions. A reliable CDEP ensures high availability, fast response times, and stable performance for brands like yours. A reliable CDEP is built on elastic infrastructure, which means that the platform’s capabilities will be available to you even during periods of extensive and high usage by other customers. 3) Customer Support  If you’re planning to migrate to a warehouse-native CDEP, you might have some concerns about the amount of effort, developer bandwidth, friction, and migration costs that you could incur while making the switch. MoUpgrade program by MoEngage accelerates migration timelines and delivers faster time-to-value (TTV) in weeks instead of months or years.  The program allows for a smooth migration to a warehouse-native CDEP without any disruptions to ongoing campaigns, data collection cadences, or your brand’s existing data pipelines. Conclusion: This shift towards warehouse-first marketing marks a pivotal change, moving beyond fragmented data collection to leveraging the data warehouse as the single source of truth. A warehouse-native CDEP like MoEngage emerges as the ideal solution. By integrating data management, engagement, and analytics directly with the warehouse, CDEPs empower brands to deliver truly contextual, real-time experiences, driving better results and faster time-to-value in 2025 and beyond. Talk to our team to understand how a CDEP can help your brand better harness the power of your data warehouse.   The post Warehouse-First Marketing: Why Brands in 2025 Are Choosing a CDEP appeared first on MoEngage.

Product Marketing Lead, Trust & SafetyRobloxSan Mateo, CA, United States1 hour agoApplyEvery day, tens of millions of people come to Roblox to explore, create, play, learn, and connect with friends in 3D immersive digital experiences– all created by our global community of developers and creators.At Roblox, we’re building the tools and platform that empower our community to bring any experience that they can imagine to life. Our vision is to reimagine the way people come together, from anywhere in the world, and on any device. We’re on a mission to connect a billion people with optimism and civility, and looking for amazing talent to help us get there.A career at Roblox means you’ll be working to shape the future of human interaction, solving unique technical challenges at scale, and helping to create safer, more civil shared experiences for everyone.We are evolving our safety marketing operating model and growing our Trust & Safety Product Marketing team.At Roblox, we strive to connect a billion people with optimism and civility, and the Safety organization's mission is to become the leader in civil immersive online communities. Safety and civility have been our core values from the very beginning and drive everything we do.This role will specifically focus on the parent audience, ensuring we are supporting parents of kids and teens. You will also partner with our Creator Product Marketing and Developer Relations team to design innovative programs to support and celebrate how our creators make our platform safer and consider how our narrative can be shared with the many partners and advertisers who are part of our ecosystem.You'll lead go-to-market strategy (positioning, messaging, content, channels, measurement) for Safety product and policy launches for parental controls. You'll also provide audience (parent, creator, advertiser) insights to the product team. This role requires strong cross-functional collaboration with Engineering, Product, Policy, Civility, Marketing, Partnerships, Developer Relations, Research, and Communications. Your expertise in marketing strategy, execution, cross-functional leadership, senior influence, and consumer/creator product launches is essential.Role is based in our San Mateo, CA Headquarters on a hybrid model, in-person three days a week #LI-HybridYou Will:Lead the launch process and drive the go-to-market (GTM) strategy, messaging, content creation and positioning for our Safety products, policies and features with a lens of parents.Collaborate across Product Management, Engineering, Public Policy, Policy, Legal, Civility to gain insights on our strategy and ensure strong alignment.Partner with our Integrated Marketing Lead to drive our holistic safety marketing strategy combining product launches, policy innovations, partnership programs and more.Partner with our new Head of Parental Advocacy and our Policy team to ensure we bring a deep understanding of parents needs into our briefs and solutionsEvangelize the work of our UXR team, ensuring a robust measurement approach to show impact of our effortsAmplify the impact of our civility teams programs, integrating our new Teen Council into our workflows and ensuring that we tell the story of our progress at scale with marketing assetsCommunicate product details internally and externally. Ensure that all team members, including executive leadership, are up-to-speed on launch details and external stakeholders have a smooth onboarding on any changes to their experience.Influence the safety roadmap by packaging audience insights and articulating partner POVs to the product organization at the appropriate moment.Communicate audience feedback to fuel improvement to existing products and messaging.You Have:10 + years Product Marketing experience with a leading global technology platform, with experience in Trust and Safety, Privacy, Integrity or PolicyProduct Marketing skills including messaging, positioning and outbound marketing/content strategy.Experience leading omnichannel product marketing strategies.Experience driving deep internal partnerships, agreement and working with team members at all levels.Collaborative, perpetually curious with an extremely high-level of audience focus.Identify gaps and opportunities and influence relevant teams and executive leadership to reach resolution.Stellar verbal and written communication skills. Experience presenting at all levels of the organization, including executive leadership.Passionate about safety and building platforms to protect and grow communitiesFor roles that are based at our headquarters in San Mateo, CA: The starting base pay for this position is as shown below. The actual base pay is dependent upon a variety of job-related factors such as professional background, training, work experience, location, business needs and market demand. Therefore, in some circumstances, the actual salary could fall outside of this expected range. This pay range is subject to change and may be modified in the future. All full-time employees are also eligible for equity compensation and for benefits.Annual Salary Range$258,530 — $295,030 USDRoles that are based in our San Mateo, CA Headquarters are in-office Tuesday, Wednesday, and Thursday, with optional in-office on Monday and Friday (unless otherwise noted).Roblox provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Roblox also provides reasonable accommodations for all candidates during the interview process. Create Your Profile — Game companies can contact you with their relevant job openings. Apply