chat marketing tactics

Top 8 Chat Marketing Tactics of 2021: How to Use Web Chat, SMS & Facebook Messenger for Marketing, Sales & Customer Support

Half of customers would rather communicate with a business using messaging than email. 

Three-quarters of your customers would rather use web chat and text instead of calling a service provider. 

Messaging is more widely and frequently used than even social media.

messaging apps vs social media use

Yet less than 1% of businesses have the tools to automatically stay in touch with customers in messaging.

Businesses who are using messaging are able to reach customers across all interactions and touch points to get real work done.

how businesses use messaging for customer engagement and more

So what’s a growth marketer to do in 2021 and beyond? 

Well, you can start here. 

We’ve analyzed the data of thousands of MobileMonkey customers to distill the top chat marketing tactics that will yield the greatest return for the least amount of effort with radically new approaches to automated messaging and live chat for lead generation, engagement, retention, sales, and conversion.

Here are the 8 best chat marketing tactics to use in 2021!

  1. Install web chat on your website.
  2. Increase the number of chat inquiries you receive, and get more qualified inquiries.
  3. Create chatbot menus and automated FAQs.
  4. Scale up your chat volume with SMS blasts.
  5. Integrate your chatbot with Messenger for Facebook and Instagram.
  6. Run fully automated chatbot drip campaigns.
  7. Scale your human operators with live web chat.
  8. NEW Instagram automated messages.


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Chat Marketing Tactic #1: Install Web Chat on Your Website

The first in any list of chat marketing tactics is adding web chat to your website. Obviously.

Here’s how to add live chat to your website:

  1. Customize the look and appearance of the chat widget and the greeting message.
  2. Customize when web chat should appear (desktop, mobile, first time visitors, repeat visitors, specific pages)
  3. Take the JavaScript code, put it on your site or through your tag manager.
chat marketing tactics web chat widget

Boom, you’ve got live chat installed.

live chat widget installed

Unfortunately this is just the beginning of the story.

Stopping here would be like saying the key to being rich and famous in ecommerce is to have a website.

Just having the live chat is an important first step but now we have to ensure this live chat is successful.

If you’ve never used live chat before, what you should know is that typically all these customer inquiries from your website and other places end up in your inbox.

You can use a desktop application where you can view all the inquiries and respond to them in real-time. 

Alternately, what happens more often these days given that nobody is sitting at a computer 24/7, is that you install a MobileMonkey chat marketing mobile app that notifies you if there’s a qualified visitor on your website who has a question. 

chat marketing tactics mobile push notifications

By clicking on the notification it will deep link you into the app to the conversation where you can engage with that customer as opposed to waiting at your desk.

Typically what we find is that in small and medium-sized businesses, they fall into one of two categories. One is that they don’t have enough quality leads — not enough people filling up the chat sessions. 

Alternatively we see the opposite problem, too many unqualified leads — a larger website with hundreds of thousands of visitors, you can end up with a lot of dumb chat sessions that don’t really make any sense. 

There’s also often a combination of both — they want to reduce the donkey leads and get more of the unicorn leads.

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Chat Marketing Tactic #2: Get More Chat Inquiries — & More Qualified Inquiries, Too

There’s a couple different strategies you can use to increase your volume of high-quality web chat leads.

Set up custom greetings for important website pages to increase the number of inquiries.

Say you have a pricing page discussing pricing for your products or services, this is a very valuable page. Instead of a generic “Hi, can I help you?” greeting,” use an ice breaker like “Do you want to see if you qualify for SPECIAL pricing?”

Examples for custom greetings (ice breakers):

  • Would you like help in finding the right-size bicycle for your kid?
  • Are you looking for a rental apartment, buying a home or condo, or selling your property?
  • Would you like help to find out if you have COVID-19?
  • Would you mind taking a brief survey about your customer experience today?

The way you create these is by stacking the questions, attachments, images one-on-top of the next, like the way you create a webpage but easier.

chat marketing tactics custom greetings

Once you create these dialogues, you can send users down different funnels and get a better sense if they’re qualified:

chat marketing funnel

This brings us to the next strategy for increasing leads and improving chat lead quality…

Improve lead quality by setting up push notifications when a user is deemed super important or urgent.

There’s going to be a range of quality for messaging inquiries to your business.

Do you need to be notified of every conversation started? No.

Set up a notification for the top inquiries  when someone indicates they’re a super valuable lead for your business.

How do you do it?

Create the dialogue and if the user says something qualifies this inquiry as a top-tier lead, add the notification widget to the dialogue.

Hot lead notifications can be sent by email or as a mobile push notification:

push notification alerts for chat leads

Chat Marketing Tactic #3: Reduce Donkey Chat Sessions with Menus & Automated FAQs

If you call Home Depot, they don’t send you directly to a live customer agent. They try to figure out the reason for your call today and make you navigate a phone tree to help you find the information you need.

More than half the time that’s adequate. The customer might be asking for directions, or hours, or return policies and other frequently asked questions. Your business doesn’t need a live attendant for such obvious information.

Using the bot builder you can create a “phone tree” type menu so users can navigate to the type of information that they’re looking for. 

chat marketing tactics menu of options

Even if they don’t find the information they are looking for, menu-based chatbots provides you with additional context for the live operator to understand what this call is about.

Another of these chat marketing tactics that reduce unqualified chat sessions is to set up FAQ answers for the bot to answer right away.

Say you’re designing a new dialogue about a webinar. You add some keyword triggers so that if someone asks for “webinar” the system will analyze what the person is asking for and then return the dialogue that matches their question with the answer dialogue without requiring human intervention.

chatbot AI reads intent

How does this work? It’s kind of like training a new receptionist. Initially, the person doesn’t know all the answers but they will be accumulating unanswered questions from people who call the front desk.

Periodically, over time, answer the unanswered questions by creating new content to point people to the right page on your website or give them the answer right in the messaging session.

unanswered questions in chat sessions

Chat Marketing Tactic #4: Scale Up Chat Volumes with SMS Blasting

What’s the relationship between web chat marketing tactics and SMS marketing

These days tools like MobileMonkey are not single-platform messaging inboxes.

It’s an OmniChat® messaging inbox that allows you to support messaging on different platforms like SMS text messaging.

There’s a difference between waiting for people to chat with you on your website  vs. reaching out proactively and engaging with old or new prospects like you can do with text message marketing.

What MobileMonkey does is connect businesses to mobile users not just through webchat but also SMS and Facebook Messenger, today, and additional platforms like WhatsApp, Instagram, and iMessage later this year.

omnichat marketing from mobilemonkey

Use your webchat to opt-in new SMS subscribers, and then send text message updates to these subscribers with announcements, news and deals.

These conversations in SMS will show up in the same unified multi-channel chat inbox in MobileMonkey.

This is interesting because you don’t have to manage one system for SMS, another system for webchat.

All of these different messaging channels are  just real-time chat, regardless of what channel they come in through. 

It’s also really important because all your content, all your automations and frequently asked questions, you want them to work across different channels.

If someone asks a question through Facebook, or through SMS, you shouldn’t have to configure that information on multiple systems. That would be a nightmare.

All the chats are coming in through one system where you can view and respond to them or automatically respond to them using one system.

As a result you’ll get more leads, better quality, conversions, and better overall customer experience.

How do you grow your SMS subscriber list?

MobileMonkey supports SMS keywords

chat marketing tactics sms kewwords

If you live in Canada or the United States and text the word “CLUB” to 309-740-3151, that will get you into my Unicorn Marketers Text Messaging Club. I will send you a kooky message each week with ideas about how to spice up your marketing.

Give that a try if you’re in Canada or the United States. That’s just one way you can get more SMS subscribers.

Another thing you can do is collect SMS opt-ins from website chat. One of the things you should do early on is opt them into SMS messaging. This is important so you can re-engage with your customers after they leave your website.

Chat Marketing Tactic #5: Integrate with Facebook Messenger

MobileMonkey also supports chat marketing in the #2 messaging app in the world, Facebook Messenger, with 1.3 Billion users. Plus, in 2021, you can now also use chatbots with Instagram Messenger!

When someone messages your Facebook Page, Instead of allowing the message to just sit unattended in your Facebook Page inbox, send the message into your OmniChat inbox. That way the people manning your webchat and SMS chat can also manage your Facebook chat.

chat marketing tactics connected to facebook page

There’s other ways you can use Facebook. One of them is connecting the comments on a Facebook post to OmniChat. 

You can ask in a post: “Guess how much this house sold for and we’ll send you the answer in Messenger”.

facebook comment autoresponder

Another way you can connect your OmniChat strategy to Facebook is through paid engagement. The main product for generating new leads through Facebook Messenger chat is click-to-Messenger ads.

It’s a news feed ad format but instead of sending people to a website the ad sends people to a Messenger chat session. 

As soon as they send your business a message, they become a contact and you capture their contact information.

chat marketing tactics for facebook ads

You can use click-to-Messenger ads to drive people into messaging sessions in the same dialogues you create for your webchat and SMS. You can invite people to take surveys, buy stuff, register for an event. It’s more efficient than website traffic because it’s much easier to have all this work done in messaging than in a browser.

What you can do is engage with users, either manually or programmatically, segment users into audiences because of certain properties, and then reengage using customized message blasts.

What do Messenger ads cost? It’s bananas. 

Because you receive the users contact information as soon as the conversation starts, the cost per lead is incredibly low!

Another of my favorite chat marketing tactics that reach people through Facebook Messenger is Sponsored Messages. It’s a way of sending messages directly into users’ Messenger threads. 

It’s a lot like getting a message from your mom, except it’s an ad instead of a message from your mom.

chat marketing tactics for sponsored messages

You can view and respond or automate responses to your sponsored messages as you see fit.

Chat Marketing Tactic #6: Automated Drip Campaigns

What is a drip campaign? Drip campaigns in chat are a lot like remarketing but sending messages instead of following people around using ads.

When someone talks to your business, you want to make sure they remember you.

So set up a series of messages and tips and tricks to send 10 minutes to a few hours after your conversation.

chat marketing tactics in drip campaigns

The pro tip here is to front-load drip chat campaigns. It’s kind of weird to get a message from someone you hadn’t messaged in a month.

But while the conversation is hot, engage in messaging to make sure they remember who you are.

Chat Marketing Tactic #7: Scaling Human Operators

At some point, if you’re successful in setting up the chat infrastructure and being thoughtful about how to automate certain types of inquiries, and how to manually handle certain types of inquiries.

And then if you’re using SMS and Facebook Ads to dramatically increase the number of messaging sessions, it stands to reason that you’re going to have to scale up your chat marketing operations — which are the most valuable sessions you’ll have, 3X more valuable than website clicks.

You’re going to have to consider a CS rep to handle the inbound chat inquiry from all these different sources. That’s when you know your chat marketing tactics have worked, and it’s a good problem to have.

How do you manage that in a product like MobileMonkey? 

customer support team features for web chat

There’s the ability to assign conversations to different operators and make sure every conversation is being taken care of.

While it’s very typical for a business to have a salesperson, a better approach is to have your website and chatbot do the selling and hire a product or service specialist to nurture warm leads into closed deals through a combination of automated and live chat.

Chat Marketing Tactic #8: New Instagram Automated Messages

The #1 secret weapon for growth hackers in 2021 is the new suite of Instagram DM auto-reply tools by MobileMonkey.

In fact, MobileMonkey’s new tools for Instagram, which just dropped in February 2021, make the top of our list because there’s never been a chatbot that’s 100% Instagram-approved.

best tools for growth hackers in 2021

As far as using a chatbot to get instagram followers goes, MobileMonkey is atop the leaderboard because there’s only one way to get the ‘right’ followers on Instagram: Organic engagement.

Not only will MobileMonkey’s Instagram tools get you more of the followers that you actually want, MobileMonkey has Instagram tools that allow marketers to:

MobileMonkey Founder, Larry Kim, who is has been an influencer in the digital marketing space for over a decade now, can’t believe what he’s seeing: 

“It’s crazy, we have accounts that are doing nearly 100,000 messages per week and they are growing by tens of thousands more followers than normal!”

Larry Kim, Founder, MobileMonkey

The results of using Larry’s own software has convinced him that Instagram is the place to be for influencers in 2021.

Instagram tools by MobileMonkey: Results

Want to start using Instagram Tools right away? To get started with Instagram bot automation tools:


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Chat Marketing Tactics: What Does It All Mean?

We’ve covered a lot of chat marketing tactics to try for messaging and web chat.

We started with setting up chat on your website, which is just the first step. What businesses need to do is increase the quantity and quality of inquiries. 

You also need to filter out some of the noise through thoughtful and helpful automations. Once you have that in place it’s time to scale up your chat infrastructure by doing outbound chat marketing like re-engagement using SMS push notifications to re-engage your contacts and connecting Facebook so all your messages go into your OmniChat infrastructure regardless if they come through paid or organic means in Facebook. 

Then, set up automated drip campaigns in messaging so everyone who does speak to you through messaging gets your best offers and tips in messaging over the next day or so.

You’ll know you’ve made it when your chat system is so hot that you need someone to manage the customer experiences happening in chat.

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