Checklist: How to choose the best user engagement and analytics tool

Upshot.ai
4 min readApr 9, 2021

In recent years user engagement has been the core of marketing and business activities. More money is being invested in improving user experiences than any marketing channel. There are plenty of user engagement tools in the market, and choosing the one that suits your business and budget is essential as well as a tedious task. To make your work easy, we have curated a checklist on what to look for before picking the right user engagement tool.

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Advanced Analytics:

Analytics is the heart of user engagement. When used appropriately, every number has a story to tell, and we should be all ears to understand. However, with the advent of big data analytics, dashboards are no longer representing KPIs and scorecards. Analytics is what everyone offers. Given a choice, pick smart analytics tools to predict and analyze your user behavior. When we say smart, the analytics should offer actionable insights. The user interface should be intuitive so that business owners can track and analyze everything at a glance.

Analyzing behavior:

When it comes to analyzing user behavior, user engagement tools should have various representations like funnels, journeys, and screen maps to categorically divide and filter user data with conditional rules. For example, when it comes to users’ conversion percentage, funnels give a clear picture of the scenario compared to regular bar chart representations or scorecards. Thus pictorial representation plays an important role in analyzing data and numbers. User journey reports are a high-level representation of what users are doing within the app, their drop-off percentage in each path, and more.

Collecting feedback:

User feedback is like a lifeline that guides any business decision. So, make sure you can collect timely user feedback from your user engagement tool. The tool should support surveys, opinion polls, rating requests, and NPS to gather opinions and work on them collectively.

Communicating with users:

Any relationship relies on better communication. Brand and user bonding work majorly on brand communications via push, email, SMS, or in-app messages. If you are hoping to boost your brand value, choose a tool supporting all sorts of omnichannel messaging for its users.

Quick to implement:

A lean methodology is a way to go if you want to stay competitive and relevant. No matter how big or small businesses might be, everyone is after lean sprints, and user engagement tools are not an exception. Ensure that the one you pick does not waste valuable time due to complexities around integration and deployment.

Security and confidentiality:

With GDPR guidelines being adopted by all MNCs, security is a major concern and roadblock for many organizations. However, maintaining the confidentiality of user information builds authenticity for the brand. Thus, while picking a user engagement tool, make sure that they adhere to your company’s security policies for user information and brand communications.

Technology stack integration:

An important element often overlooked is how the tool fits your current technology stack. Few tools with outstanding features never made it to the top just because of their technology stack limitations. Whatever device you might choose, make sure it seamlessly integrates with your current technology infrastructure.

Focus areas and best practices:

Analytics provides some useful insights. However, it’s crucial to learn how to act on them to boost your user engagement. A tool that goes the extra mile and provides an action plan based on data analysis can prove to be a real game-changer. Find how our clients made the best use of Upshot.ai analytics and tools to achieve their business goals in no time.

In conclusion:

Almost all user engagement tools offer the same. Pricing and service make a difference. We at Upshot.ai have more than 15 user engagement options and strategy service specialists who handhold businesses right from the integration phase to a successful case study. That’s how we are different from our competitors. Similarly, there are many tools in the market, such as Mailchimp, SurveyMonkey, etc., and more, who are great at specific aspects only. So, it’s the business need and use case that defines what to look for while picking the right user engagement tool. If you are looking for a comprehensive solution, Upshot.ai is the one. Do schedule a demo with us to know more and get all your questions answered.

Also read : 5 Best User Retention strategies that will boost your App Engagement.

About Upshot.ai :

Upshot.ai is an omnichannel, user engagement, and gamification platform that helps digital product owners and marketers improve their product adoption and conversions. Fortune 1000 companies such as GE, UHG, Puma, Sony, ITC, Tenet healthcare are using Upshot.ai and observed a massive increase in product adoption YoY increment in revenues.

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Upshot.ai

Upshot.ai is an omnichannel, customer engagement and gamification platform that helps businesses to create amazing experiences to deepen customer relationships.