Hosting Tutorial & Guide

How to Make a Lead Nurturing Strategy with UserEngage

updated on Apr 14, 2017
How to Make a Lead Nurturing Strategy with UserEngage If you are running a website for a business, lead nurturing, the process of encouraging the potential customers to complete a purchase, is crucial to the growth of your website and business. There are tools that can help you automate lead nurturing, and with such a strategy, you are able to generate more sales easily by remaining the contact with your visitors, understanding them, and learning about their concerns.

Lead nurturing is time-consuming, especially when you are short of hands due to a small team. If you are bothered by this issue, we recommend you to use a tool like UserEngage that helps automate the process.

Since UserEngage is an award-winning marketing automation service, we would show how to use it for lead nurturing in this post.

About UserEngage

UserEngage is a popular service that helps a lot with your marketing process. It comes with great features like visitor tracking, live chat with customization, email marketing, user management, detailed user stats, etc. There are multiple premium plans for you to choose, and the price starts from $29/mo. You can have a free 14-day trial with the plans without giving your credit card information.

Another highlight of UserEngage is the easy integration with various third-party applications including WordPress, Magento, Zapier, and Slack. For WordPress, there is a dedicated plugin which enables simple integration.

Make a Lead Nurturing Strategy with UserEngage

Get Started with UserEngage

If you are not sure whether UserEngage should be the final choice, you can start a free trial quickly. To sign up with UserEngage, you have to complete 4 steps. For the first step, provide your name and email, and select a password.

The second step requires you to provide a custom application name for future tracking. However, before entering the application name, you have to install UserEngage on your website by following the integrations guide. If your website is built with WordPress, you can install the plugin on a live site easily by searching for " Integration" after clicking Plugins > Add New. And when the plugin is activated, enter your domain in step 2 and offer a custom application name.

Provide Application Name

In the third step, choose the script that you want to track. For example, if your website is based on WordPress, then select "WordPress".

Choose Integration

Depending on your choice of the script, in the last step you will be presented with some steps that you need to take to integrate UserEngage. An API key is also offered which is required to run the WordPress plugin.

UserEngage API Key

So now go to your WordPress dashboard, and click on the menu item. To activate the plugin, you have to enter the API key that you have copied and submit it.

Submit API Key

Set Up a Profile

As soon as your account is created, you are redirected to the UserEngage dashboard where you have to complete some tasks. The first thing is to create a profile for yourself that your users will be able to see.

To do this, click on the settings icon and then My Profile. Here you will be faced with several options.
  • Edit profile: Change the avatar (a real photo of you is recommended for building a personal communication), and select the timezone and language.
  • Settings theme: Select a color scheme for the dashboard.
  • Email settings: Enable/disable the daily summary and the emails for new chat messages.
Set Up Profile

Track Users with UserEngage

When you log into your UserEngage account, you are led to the "People" screen automatically. On this screen, there is a list of all users who have visited your site recently and are visiting your site. You can see the users' name, email (if there is one), when a user visited the site, the IP address, the referrer, how many pages the user visited, the browser, and the country. Such information is great for tracking your users for future analyses.

User List

Clicking on a user's name, you will get more details, such as the detailed pages he/she has visited, email, gender, device, browser details, etc. On the details page, you are able to add tags for the user, view the user activities, edit the user's name, and so on. Besides, you can create a custom email or chat message which will be sent when the user visits your website again.

User Details

Set Up Live Chat for Your Website

Adding live chat to websites is a good way to engage with your potential customers, which helps increase the conversion rate. The personal contact is good for knowing and handling their concerns. That's why UserEngage comes with a live chat widget.

When the UserEngage plugin is properly activated on your website, your visitors will get a chat box on the bottom right of the screen when they visit your site, so they can type a message and send it to you immediately. An email address will be required for successfully sending of the chat message.

Chat Box

In the case that you have received chat messages, you can respond them by going to Conversions > Chat panel in the UserEngage dashboard. There you will see a list of all the chat messages that you have received from your website. You can open the chat with any user and reply the messages easily.

Reply Chat Message

To save your time from answering the same questions, you can create default replies for some frequently asked questions so that you are able to type several words instead of a long answer every time the same question is asked. To do this, go to Conversations > Default replies, and click on the "Add New" button on the upper left of the page. On the new page, just enter a label, and create a new message.

Create Default Reply

To use the default replies, type "#" in the chat box following with several words that should be included in the reply you want to use, then you will be able to see the reply. Simply select the correct reply and send it to the user.

Choose Default Reply

Besides replying chats, you can also start a chat actively with users. If you are going to do so, get to the user list, select a user, expand the "Send a message" option, and choose "Chat messages". A quicker way, then, is to click on the chat icon after the user's name.

Send Chat Message

Set Up the Email Feature

UserEngage includes an email feature which allows you to send email messages to your users to keep in contact, perform A/B split tests, and even create an email campaign. There is an email menu in the UserEngage dashboard, and multiple options are included in it, such as email templates, email messages, campaigns, SMTP settings and email logs. Of course, you can also send any personal email message to a user from the user profile or the user list.


By clicking on "Email messages", you can create custom emails. There are many customization options with which you are able to select a template, choose the format, preview the message and add tags. When you are finished, save the email message and send a test email.

Create Email Message

After creating the email messages you need, the next step is to create an email campaign to boost sales or do an A/B split test. Go to Emails > Campaigns, and you will be presented with several simple steps for creating a campaign.
  1. Offer a campaign name and add a description.
  2. Select a previously created email message. For an A/B split test, you need to select two or more (up to 10) email messages. UserEngage will decide the message a recipient receives.
  3. Select the recipients by making choices from your users.
  4. Review the recipients.
  5. Choose to send the campaign now or schedule it for a later time.
Create Email Campaign

Make Use of the Actions

Actions are one of the most important features of UserEngage, allowing you to automate tasks based on triggers. For example, by setting up a proper action, you can automate chat messages which are sent automatically to inform visitors that you have received their messages and will respond quickly.

The management of actions is in Engage > Actions. UserEngage provides you with some templates which you can use immediately without complex configurations. But if you need other actions, you can also create new ones in a drag and drop way.

To create an action, there are three parts to deal with – Triggers, Conditions, and Actions. Triggers are the activities of your users that can trigger the action. Conditions filter users, and Actions refer to what will happen.

For example, if you want to send a greeting chat message when a user visits the homepage of your website, you should take the following steps.
  1. Drag "Page visit" and drop it to the main screen, then click on it, and enter the URL of your homepage in the popup.
  2. Drag and drop "Filters" under Conditions, open it, and select any filter(s) you want to use.
  3. Drag and drop "Send a chat message" as the action, and type the message in the popup.
After you save the action, a chat message will be sent to those specific users automatically when they visit your homepage.

Create Actions in UserEngage

Final Thought

UserEngage is a powerful tool for lead nurturing. It is easy to install and configure, and comes with various useful features. If you have a business site, you are suggested to try the service. And if you are still unsure, just test the features with the 14-day free trial to find an answer.