5th February 2025
Customer engagement is critical to maintaining a loyal customer base, but achieving this consistently is a challenge! So how do you keep things fresh and interesting?
To find out, we asked our consultants panel for fun new ways to create customer engagement – from where best to focus your efforts to maximize results, to real-life examples of what’s worked well and what hasn’t.
Here’s what they said…
Attention spans are shorter than ever, and customers value quick, meaningful interactions.
Micro-moments – short, engaging touchpoints – can leave a lasting impression, so train your agents on how to use them little and often.
Examples include a quick, witty response on X (Twitter) or a fun fact shared via email.
Contributed by: Dan Pratt, Founder & Director of DAP Consultancy
In a previous role, I put together teams made up of cross-functional people to take an in-depth look at some of the major engagement issues we had identified through our voice-of-customer feedback.
We then got them to work together to come up with creative solutions and then took it to the next level by having them present their ideas back to a judging panel – in a similar fashion to the Dragons’ Den and Shark Tank TV shows.
It’s a fun way to give customer engagement issues the time and attention they deserve!
Contributed by: Nate Brown, Head of CX Advisory for Metric Sherpa and Co-Founder of CX Accelerator
For great advice on how best to gather customer feedback from your agents, read our article: Want Your Frontline Staff to Share More Customer Feedback? Try This!
A number of months ago, Taylor Swift brought her tour to Dublin. The city was abuzz with excitement, and beforehand, I would have confidently said I was definitely not a ‘Swiftie’.
However, after experiencing the buzz and witnessing the impact of her recent shows in Dublin, I find myself with a newfound appreciation for her as an artist, a leader and a brand powerhouse.
As I delved deeper into understanding what makes Taylor Swift such a phenomenon, several key elements stood out to me, including her authenticity and relatability, making time to interact directly with fans and invite them to exclusive events, as well as making her fans feel heard, seen, and part of a supportive community. There’s an awful lot we can all learn about customer experience here!
What stood out most were her surprise-and-delight tactics. From easter eggs in social media posts to surprise album drops, Taylor’s innovative marketing strategies keep her audience engaged and excited.
So why not introduce surprise-and-delight tactics to your customers? Such as unannounced rewards for customer loyalty, fun social media campaigns, or unique ways to make customers feel special during calls or chats?
For example, after resolving a customer’s issue, the agent could say: “By the way, because you’ve been such a loyal customer, we’re giving you a 10% discount on your next purchase – thank you for being part of our community!”
Contributed by: Dara Kiernan, leadership development and contact centre consultant
If you have customers who are big fans of your brand or product, especially if they’re hobbyists, why not host a city-by-city tour?
Just like The Royal Canadian Mint did! They brought passionate coin collectors together under one roof, by running a show-and-tell party of the new coins coming out and taking their tour on the road.
This gave customers a chance to go and see the latest coins coming out, as well as meeting fellow collectors and the customer service team they’d been talking to over the phone or email for several years. It was a great way to build customer engagement.
Contributed by: Mike Aoki, President of Reflective Keynotes Inc.
One great strategy I’ve seen is organizations investing in technology and new channels to boost customer engagement.
For example, Charlotte Tilbury has a relatively new app which provides customized product recommendations and makeup tutorials for users. This helps new customers to decide on which products to buy and how to use them.
Beyond this, it helps to focus on impactful content marketing which provides value, such as engaging long-form videos, informative articles and visually engaging social media posts.
This works well because customers are always on the lookout for brands to add value, entertain them or provide a fresh new perspective.
Contributed by: Rachel Williams, Founder & Training Consultant at The Experience Corporation
Try capturing Moments of Magic® by asking agents to write down their real-life examples of when they created the highest levels of customer engagement – and then share them, so they are easily remembered by others.
You could even put them together in a book of best-practice examples to create your own in-house manual for agents to reference, and get copies printed as end-of-year or Christmas gifts. Just like the Zappos.com culture book.
Contributed by: Shep Hyken, Chief Amazement Officer (CAO) at Shepard Presentations LLC
I’d love to see brands make waiting more fun through artificial intelligence or even thinking about virtual and augmented reality.
Just think what it would look like if, instead of hold music or promotions, you’re doing interactive quizzes, or you’re giving sneak peeks into new products and services coming out soon, or even sharing fun stories about your people and culture.
Unfortunately, there will always be times when customers have to wait, but it doesn’t have to be a negative experience. So stop and think about how you can engineer moments of delight in those gaps instead, to reduce the perception of any friction.
Contributed by: Justin Robbins, Founder & Principal Analyst at Metric Sherpa
Today’s customer is sceptical by nature, wondering ‘what’s in it for me?’ when they receive communications or content out of the ordinary. Only brands with very loyal customer bases and a certain tone of voice can run campaigns purely for fun.
So why not support a good cause? Just ensure you make clear your connection to the charity or project, make it personal by also engaging your staff and partner with a leading voice to show you have a clear goal and are trying to do good together with your customers.
Alternatively, if you choose a prize draw, then make the odds realistic, the prize attractive and the entry method minimal effort. Customers may doubt their chances of winning or consider it not worth their time otherwise.
Contributed by: Mark Allaway, Evosa
An effective and memorable way to engage customers is through the ‘small talk’ you can have with them. Behind every customer, there is a human being.
And the more you talk to that human being, the more the exceptional service you deliver will be remembered.
Something I used to do very regularly in my career was simply asking my clients what plans they had for the coming weekend or holidays.
In that way, I could give recommendations if I had any and ask them how it went when they came back. This is exactly how you create meaningful connections and make yourself remembered.
At the end of the day, customers need to be able to remember the people from the business in order to remember the business itself.
Contributed by: Pierre Bauzee, Founder of Beyond Satisfaction
If you want some simple training messages and techniques to help agents to show genuine interest in customers, read our article: How to Get Your Advisors to Show Genuine Interest in Customers
Just don’t overuse these personalized nuggets of information, as it could flip a positive into a negative, as Dara Kiernan warns:
“I recently made a call to a utility provider for a problem I had. Whilst on the call, I accidently tripped over a puppy we had just picked up over the weekend. When the agent asked if I was ok, I explained what happened and she asked the breed of dog and the name – I said it was a Cockapoo, and her name was Asha.
On a follow-up call a week later with a different agent, after completing ID&V, the first question I was asked was, “How’s that new puppy of yours? It’s Asha, isn’t it?” It’s so simple, and because of this interaction, I’m no longer thinking about leaving them.
On the flip side, whilst this was a wonderful interaction, ensure the personalization is not overused – if they keep asking me about my ‘new puppy’, the impact of that initial interaction will turn negative very quickly.”
For maximum impact, focus on combining authentic personalization with tools that empower customers. Incentives such as financial health reviews or educational resources add genuine value and strengthen relationships, outperforming gimmicky giveaways.
The Consumer Duty has set a high bar, but it offers a unique opportunity for firms willing to innovate. By embedding a commitment to good customer outcomes, businesses can foster loyalty, build trust and drive long-term growth.
Contributed by: James Edmonds, Managing Director at Duty CX
The things that create the biggest impact are being present and engaging with more than just your key stakeholder. It’s a great way to make yourself known and your presence felt.
It’s much easier to develop good relationships face to face as you have more opportunities to talk about things other than business and to get to know people on a more personal level.
If you can’t be on site, try to encourage online meetings rather than just instant messages and emails.
Contributed by: Katie Stabler, Founder and Director of Customer Experience at CULTIVATE
If you do still need to send emails, we have three practical tips to help you in our article: The Secrets to Writing Better Customer Emails
Customers love being able to interact with each other, so why not create a digital community to facilitate the conversation?
Though be conscious that you’ll need to set the right tone first. It really helps to invite your positive customers (“promoters”) into the group first before opening it up to anyone and everyone.
Contributed by: Nate Brown, Head of CX Advisory for Metric Sherpa and Co-Founder of CX Accelerator
Gamification can transform mundane tasks into exciting challenges.
Consider these gamification techniques for example:
Contributed by: Dan Pratt, Founder & Director of DAP Consultancy
One of the biggest challenges with engagement is for people to feel like they are part of the brand or the business – not just a buyer.
So, look for opportunities for your customers to co-create with you! This could be campaigns to have them name new products, vote on designs, or even just inviting them in to share their stories.
Contributed by: Justin Robbins, Founder & Principal Analyst at Metric Sherpa
To build true customer engagement, you have to focus on your core operational strategy. For example, making sure your quality assurance process reinforces a culture where your agents truly want to engage with and take care of your customers.
So don’t aim for a one-off “Big Bang” moment. Engagement has to be sustainable!
If your only goal is to have something go viral on social media, you’re missing the point, and probably not going to be that lucky either – as moments like that are sometimes like winning the lottery.
Contributed by: Jeremy Watkin, Director of Customer Experience and Support at NumberBarn
Join our LinkedIn community and let us know.
For more great advice on engaging customers in your contact centre, read these articles next:
Reviewed by: Xander Freeman