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10 strategies and tactics for Engagement

What is Engagement strategy?

Every great achievement starts with a well-thought-out plan. It can be the launch of a new product, expanding into new markets, or just trying to increase efficiency. You'll need a delicate combination of strategies and tactics to ensure that the journey is smooth and effective.

Crafting the perfect Engagement strategy can feel overwhelming, particularly when you're juggling daily responsibilities. That's why we've put together a collection of examples to spark your inspiration.

Copy these examples into your preferred app, or you can also use Tability to keep yourself accountable.

How to write your own Engagement strategy with AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own strategies.

Engagement strategy examples

We've added many examples of Engagement tactics, including a series of action items. We hope that this will make these examples as practical and useful as possible.

Strategies and tactics for launching the Training Academy

  • ⛳️ Strategy 1: Develop a comprehensive profile

    • Compile a detailed professional bio
    • List credentials, certifications, and awards
    • Document training expertise areas
    • Collect and include testimonials and case studies
    • Design a professional logo and brand identity
    • Arrange a professional photoshoot
    • Publish the portfolio on the training institute's website
    • Create printed materials with the portfolio
    • Update the portfolio on social media profiles
    • Maintain the portfolio by regularly adding new testimonials and achievements

  • ⛳️ Strategy 2: Enhance online presence and engagement

    • Develop a dedicated webpage on the training institute’s website
    • Publish content regularly including articles, blog posts, and case studies
    • Optimize the website for SEO
    • Enhance LinkedIn profile and engage regularly
    • Create and manage Instagram and Facebook accounts
    • Launch a YouTube channel with training videos and webinars
    • Use targeted ads on social media
    • Implement Google Ads for increased reach
    • Gather and publish customer reviews online
    • Monitor and engage with audience feedback on social media

  • ⛳️ Strategy 3: Expand networking and build strategic partnerships

    • Schedule speaking engagements at industry events and conferences
    • Organize workshops and webinars
    • Collaborate with brands and organisations in Saudi Arabia
    • Join relevant industry associations
    • Reach out to HR professionals for potential collaborations
    • Attend industry seminars and networking events
    • Develop joint ventures with complementary training providers
    • Establish partnerships with universities and colleges
    • Engage in community events to increase visibility
    • Form alliances with international training institutes
marketingengagementtrainerhr-professionalsmarketing-teamcontent-creation-team
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Strategies and tactics for becoming the Most Trusted and Customer-Centric Financial Institution

  • ⛳️ Strategy 1: Develop tailored banking solutions

    • Conduct comprehensive market research to understand customer segments and their needs
    • Analyse customer data to identify preferences and personalise offerings
    • Create flexible banking products that adapt to varying customer needs
    • Enhance services with tailored customer support options
    • Provide regular training for staff on personalisation techniques
    • Develop feedback mechanisms to refine and enhance tailored solutions
    • Set up cross-functional teams to drive innovation in product development
    • Explore partnerships with fintech firms to enhance offerings
    • Implement a customer relationship management system for better customer insights
    • Monitor and evaluate the impact of personalised solutions on customer satisfaction

  • ⛳️ Strategy 2: Enhance communication and transparency

    • Use clear and simple language in all customer communications
    • Improve online platforms to offer easily accessible information on products and services
    • Train customer service representatives to provide accurate and clear information
    • Implement proactive communication strategies to keep customers informed about changes
    • Develop a FAQ section on the website to address common customer queries
    • Create informative and engaging content about banking services and products
    • Regularly update customers on security measures and privacy policies
    • Host regular webinars and workshops to educate customers on financial management
    • Incorporate customer feedback into communication strategies
    • Evaluate the effectiveness of communication strategies through customer surveys

  • ⛳️ Strategy 3: Leverage innovative technology

    • Invest in the latest technology to enhance digital banking platforms
    • Ensure mobile and online platforms offer a seamless user experience
    • Implement AI and data analytics to personalise customer interactions
    • Automate routine transactions to improve service efficiency
    • Offer virtual financial advice through secure digital channels
    • Regularly update digital platforms to incorporate customer feedback
    • Provide robust security features to protect customer data and build trust
    • Integrate chatbots for 24/7 customer assistance
    • Organise regular digital literacy sessions for customers
    • Continuously monitor and upgrade technology to stay ahead of market trends
personalizationtechnologycustomer-service-representativedata-analystinnovation-teamcommunication-team
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Strategies and tactics for enhancing Myntra's New Year Sale Strategy

  • ⛳️ Strategy 1: Leverage influencer marketing

    • Identify top fashion influencers whose audience aligns with Myntra's target demographic
    • Negotiate partnerships with influencers for promoting the sale leading up to and during the event
    • Create exclusive discount codes for influencers to share with their followers
    • Collaborate with influencers on Instagram reels and TikTok videos highlighting flash sales items
    • Host live shopping sessions on Myntra's social media with influencers
    • Develop a hashtag campaign encouraging users to share their purchases with influencer endorsements
    • Use influencers to tease upcoming sale events and items to their followers ahead of the sale
    • Measure engagement and sales conversions from influencer-driven traffic
    • Analyse influencer content performance to refine future campaigns
    • Ensure timely and consistent influencer postings throughout the sale period

  • ⛳️ Strategy 2: Implement a personalised recommendation engine

    • Enhance the app's AI algorithms to deliver personalised product suggestions based on user history
    • Create dynamic landing pages that adjust to user preferences during the sale
    • Use push notifications to alert users about tailored deals matching their interests
    • Incorporate a 'trending now' section on the app to showcase popular items
    • Develop a rewards system for users who interact with personalised recommendations
    • Monitor user behaviour to continually refine product suggestions
    • Offer additional incentives for users who purchase from recommended lists
    • Include customer reviews and ratings in recommendation displays to boost confidence
    • Utilise email marketing campaigns highlighting recommended products during the sale
    • Continuously gather feedback to improve the accuracy and effectiveness of recommendations

  • ⛳️ Strategy 3: Create a post-sale engagement initiative

    • Launch a loyalty programme that rewards users for post-sale purchases
    • Host a feedback campaign post-sale offering incentives for completed surveys
    • Introduce a referral programme encouraging users to invite friends with exclusive benefits
    • Offer time-limited discounts or bonus points for future purchases post-sale
    • Develop follow-up email campaigns with curated content based on purchased items
    • Engage users through a social media challenge showcasing post-sale styling ideas with their purchases
    • Organise a post-sale online event where users can interact with fashion experts for style advice
    • Prepare content such as blogs or videos that keep users engaged with the Myntra community
    • Provide exclusive previews or early access to upcoming collections for sale participants
    • Analyse post-sale data to identify key patterns and inform future retention strategies
influencer-marketingpersonalized-recommendationssocial-media-managerdata-analystmarketing-teamcustomer-experience-team
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Strategies and tactics for improving user engagement with updated educational content

  • ⛳️ Strategy 1: Update educational content regularly

    • Conduct a content audit to identify outdated articles
    • Set up a monthly calendar for updating educational content
    • Identify content gaps and create new articles to fill them
    • Collaborate with subject matter experts to review and improve content
    • Use data analytics to identify which articles need the most updating
    • Add multimedia elements such as videos and infographics to articles
    • Integrate interactive elements like quizzes and polls in the content
    • Test the updated content with a focus group before full deployment
    • Monitor user engagement metrics post-update to gauge effectiveness
    • Create a dedicated team to oversee regular content updates

  • ⛳️ Strategy 2: Decrease abandonment rate in educational sign-ups

    • Analyse the sign-up process and identify pain points
    • Simplify the sign-up process to reduce friction
    • Implement email reminders and follow-ups for sign-ups
    • Offer incentives, like exclusive content or discounts, to complete sign-ups
    • Implement a user onboarding process to guide new users
    • Gather feedback from users on why they abandon the sign-up process
    • Conduct A/B testing on sign-up forms to determine the most effective layout
    • Provide a progress bar during the sign-up process
    • Highlight user benefits and success stories on the sign-up page
    • Track and analyse abandonment rates regularly to measure progress

  • ⛳️ Strategy 3: Increase the amount of feedback on educational articles by 15%

    • Add feedback forms at the end of each article
    • Incentivise users to provide feedback with rewards or recognition
    • Conduct user surveys focusing on content satisfaction
    • Set up a community forum where users can discuss articles
    • Implement user ratings and reviews for each article
    • Host webinars or live Q&A sessions to gather real-time feedback
    • Monitor social media channels for unsolicited feedback
    • Encourage feedback through personalised emails
    • Automate reminders for feedback post-article completion
    • Regularly review and act on the feedback received to demonstrate its value
user-engagementeducational-contentcontent-managerdata-analystcontent-teammarketing-team
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Strategies and tactics for boosting participation and loyalty for Myntra's New Year Sale

  • ⛳️ Strategy 1: Run targeted social media campaigns

    • Identify key social media platforms with high user interaction
    • Create engaging and visually appealing content tailored for each platform
    • Implement a referral program with incentives for sharing sale information
    • Collaborate with popular influencers to expand reach
    • Use social media stories and polls to interact with the audience
    • Launch countdown posts that build up excitement for the sale
    • Offer exclusive previews or sneak peeks to followers on social media
    • Utilise hashtags strategically to increase discoverability
    • Monitor and respond to user comments to boost engagement
    • Analyse campaign performance and adjust tactics in real-time

  • ⛳️ Strategy 2: Enhance app features for a seamless shopping experience

    • Introduce a wishlist feature for users to save desired items pre-sale
    • Implement personalised recommendations based on browsing history
    • Ensure app interface is user-friendly and navigable
    • Provide real-time notifications about flash deals and limited offers
    • Offer in-app games or contests related to New Year themes
    • Facilitate easy payment options with exclusive discounts for app users
    • Enable social sharing options for users to share their purchases
    • Introduce a points or rewards system for consistent app engagement
    • Integrate quick customer support within the app for assistance
    • Regularly update and test app performance for reliability

  • ⛳️ Strategy 3: Implement a post-sale engagement and loyalty program

    • Send personalised thank-you messages and surveys post-purchase
    • Offer exclusive post-sale discounts for frequent shoppers
    • Create a loyalty program with tiered rewards and benefits
    • Send regular updates about new collections and brand offers
    • Host online events with style tips and fashion advice
    • Invite users to beta test new app features or product lines
    • Share user-generated content to build community engagement
    • Offer periodic challenges with prizes that improve user loyalty
    • Run Retargeting campaigns to bring back inactive users
    • Analyse churn rates and gather feedback to understand drop-offs
social-medialoyalty-programmarketing-specialistapp-developermarketing-teamdevelopment-team
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Strategies and tactics for developing the BFM Code

  • ⛳️ Strategy 1: Conduct a thorough literature review

    • Identify and compile a list of relevant global standards such as BSI 8536 and ISO 41001
    • Summarise the key elements of global standards that can be adapted for Ethiopia
    • Analyse the gaps between current local practices and global best practices
    • Engage local experts to assess the applicability of global standards in Ethiopia
    • Create a comparative analysis report of global versus local standards
    • Develop an understanding of Ethiopia's legal and regulatory framework in context with global practices
    • Identify success stories of standard adaptation in similar regions
    • Document specific areas of the building sector needing standards adaptation
    • Prepare a detailed literature review report
    • Present findings to the core team for strategy alignment

  • ⛳️ Strategy 2: Engage stakeholders effectively

    • Identify and list key stakeholders in the facility management and construction sectors
    • Design stakeholder surveys to capture insights and concerns about current practices
    • Organise interviews with construction professionals, facility managers, and regulators
    • Facilitate workshops to obtain in-depth input from building owners
    • Develop communication materials to explain the importance of stakeholder engagement
    • Create a feedback system to collect and organize stakeholder inputs
    • Regularly update stakeholders on the project's progress and outcomes from engagements
    • Encourage stakeholder representation in task forces or advisory boards
    • Analyse and document findings from stakeholder engagements
    • Incorporate stakeholder feedback into the code drafting process

  • ⛳️ Strategy 3: Conduct comprehensive data collection

    • Design data collection tools to gather quantitative data on facility management practices
    • Develop interview guides for qualitative data collection with industry experts
    • Gather data on existing building systems and their management efficiencies
    • Collect statistics on facility management trends and challenges in Ethiopia
    • Use surveys to capture data from a wide cross-section of the industry
    • Organise focus groups to collect detailed insights from practitioners on specific issues
    • Assess technological and infrastructural assets in current facility management
    • Document all collected data in a central repository for easy access
    • Analyse data to identify patterns and insights relevant to the BFM Code
    • Prepare a comprehensive report on data findings to inform the code drafting
standards-adaptationstakeholder-engagementconstruction-professionalsfacility-managersdata-collection-teamstakeholder-engagement-team
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Strategies and tactics for improving employee engagement NPS score

  • ⛳️ Strategy 1: Enhance communication and feedback loops

    • Conduct monthly town hall meetings to share company updates and address employee concerns
    • Implement an anonymous online feedback platform to gather honest employee opinions
    • Establish regular one-on-one check-ins between employees and their direct managers
    • Create cross-departmental teams to work on company-wide projects and initiatives
    • Train managers on effective communication techniques and active listening skills
    • Develop an internal newsletter to keep employees informed about important events and changes
    • Host quarterly focus group sessions to discuss specific areas of employee experience
    • Utilise surveys to gather input on new policies and programmes, ensuring transparency
    • Set up suggestion boxes in the office for employees to propose ideas for improvement
    • Regularly update staff on action taken from feedback to demonstrate responsiveness

  • ⛳️ Strategy 2: Foster a supportive and inclusive work culture

    • Launch a diversity and inclusion programme with regular training sessions
    • Organise quarterly team-building activities to strengthen team bonds and trust
    • Introduce mental health support resources, such as access to a counsellor or wellness app
    • Create employee resource groups for various interests and demographics
    • Ensure managers receive training on recognising and mitigating unconscious bias
    • Provide opportunities for peer recognition, such as an 'Employee of the Month' programme
    • Schedule regular social events and team outings to encourage informal engagement
    • Implement flexible work arrangements, such as remote work and flexible hours
    • Facilitate 'buddy' systems for new employees to ease their integration
    • Maintain an open-door policy for employees to discuss any concerns with HR

  • ⛳️ Strategy 3: Invest in professional development and career growth

    • Offer regular skill enhancement workshops and training sessions to employees
    • Create personalised development plans through annual review meetings
    • Set up a mentorship programme to pair employees with experienced leaders
    • Encourage lateral movement within the company by promoting job shadowing opportunities
    • Sponsor employees to attend relevant external conferences and seminars
    • Provide access to online learning platforms for continuous learning
    • Recognise and reward employees who pursue further education or certifications
    • Establish a clear career path framework to illustrate growth opportunities
    • Conduct regular performance reviews to identify areas for improvement and advancement
    • Allocate funds for higher education scholarships for employees aiming to upskill
engagementfeedbackhuman-resources-managerteam-leaderdiversity-and-inclusion-teamtraining-and-development-team
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Strategies and tactics for enhancing volunteer engagement

  • ⛳️ Strategy 1: Improve communication

    • Implement a monthly newsletter to keep volunteers informed
    • Create a dedicated WhatsApp or Slack group for real-time communication
    • Schedule regular check-ins with volunteers to gather feedback
    • Use surveys to assess volunteer satisfaction and areas for improvement
    • Recognise volunteer contributions in organisation-wide meetings
    • Set up an online volunteer portal with up-to-date information
    • Provide clear and concise instructions for volunteer tasks
    • Send personalised thank-you emails after each volunteering session
    • Offer open office hours for volunteers to voice concerns
    • Ensure all communication is transparent and timely

  • ⛳️ Strategy 2: Enhance training and development

    • Develop a thorough onboarding programme for new volunteers
    • Offer regular training workshops on relevant skills
    • Create an online resource library with educational materials
    • Pair new volunteers with experienced mentors
    • Host quarterly skills development sessions
    • Invite industry experts to present webinars or workshops
    • Provide opportunities for volunteers to attend relevant conferences
    • Encourage volunteers to set personal and professional development goals
    • Regularly update training materials to reflect current best practices
    • Offer certificates or badges for completed training programmes

  • ⛳️ Strategy 3: Foster a community

    • Organise social events to build camaraderie among volunteers
    • Create a recognition programme highlighting volunteer achievements
    • Encourage team-based volunteering activities
    • Set up an online forum for volunteers to share experiences
    • Implement a buddy system for new volunteers
    • Host an annual volunteer appreciation event
    • Create volunteer committees to involve them in decision-making
    • Provide branded merchandise as a token of appreciation
    • Develop a social media campaign showcasing volunteer stories
    • Encourage volunteers to bring friends and family to events
volunteer-engagementretentionvolunteer-coordinatortraining-managercommunication-teamdevelopment-team
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Strategies and tactics for enhancing Customer-Centric Approach at Dashen Bank

  • ⛳️ Strategy 1: Enhance personalisation through advanced analytics

    • Employ advanced data analytics to segment customers based on behaviours and preferences
    • Conduct regular customer surveys to gather data on changing needs and preferences
    • Develop tailored banking products and services for different customer segments
    • Integrate a CRM system to track and personalise every customer interaction
    • Leverage customer data to offer personalised marketing campaigns
    • Utilise AI-driven personalisation tools to recommend products and services
    • Create personalised customer journey maps to improve the customer experience
    • Implement a feedback loop to continually refine personalisation efforts
    • Collaborate with cross-functional teams to ensure alignment in personalisation strategies
    • Set and monitor KPIs to measure the effectiveness of personalisation efforts

  • ⛳️ Strategy 2: Improve transparency and communication across all channels

    • Develop standard templates for all customer communications to ensure consistency
    • Create an educational content library consisting of FAQs, tutorials, and guides
    • Ensure all communication channels provide clear information on products and fees
    • Regularly update customers on changes to products or fees through multiple channels
    • Establish a centralised CRM to enhance tracking of customer interactions
    • Train staff on clear and effective communication techniques
    • Provide transparent customer service guidelines across digital and branch channels
    • Implement a feedback mechanism for customers to rate communication clarity
    • Benchmark against industry best practices for clarity and transparency
    • Monitor customer satisfaction and confusion indexes to fine-tune communication strategies

  • ⛳️ Strategy 3: Streamline processes to boost efficiency and digital engagement

    • Map current customer journey processes to identify bottlenecks and inefficiencies
    • Implement lean methodologies to streamline workflows and reduce wait times
    • Invest in technology to automate key customer service functions
    • Enhance mobile and digital platforms to provide seamless service access
    • Develop a user-focused design for digital banking interfaces
    • Increase cloud infrastructure investment to support more scalable digital solutions
    • Implement real-time performance tracking tools to monitor service efficiency
    • Create cross-training programs to enhance staff efficiency in multiple roles
    • Use AI tools for proactive customer support and issue resolution
    • Benchmark digital engagement levels against competitors to identify areas for improvement
personalisationtransparencydata-analystcustomer-service-representativemarketing-teamit-team
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Strategies and tactics for finding sponsors for a professional basketball team

  • ⛳️ Strategy 1: Identify potential sponsors

    • Research companies with a history of sponsoring sports teams
    • Create a list of industries that align with the team's brand
    • Identify local businesses that could benefit from team exposure
    • Analyse competitors’ sponsors to identify potential leads
    • Seek brands that target the team's audience demographics
    • Consider non-traditional sponsors like tech startups and fintech companies
    • Evaluate social media sponsorships for digital-only brands
    • Identify companies with CSR initiatives tied to sports
    • Approach sportswear and equipment companies
    • Look for sponsors with a vested interest in the community

  • ⛳️ Strategy 2: Prepare persuasive sponsorship proposals

    • Draft a template with key sponsorship benefits outlined
    • Include team statistics, performance, and popularity metrics
    • Emphasise the audience reach through broadcasts and social media
    • Prepare case studies demonstrating previous sponsor successes
    • Offer varied sponsorship packages to suit different budgets
    • Include tangible ROI metrics in the proposal
    • Highlight community engagement and outreach programmes
    • Personalise proposals to align with potential sponsors’ goals
    • Incorporate testimonials from current sponsors
    • Define the exclusivity of the sponsorship rights

  • ⛳️ Strategy 3: Engage with potential sponsors

    • Initiate contact through networking events relevant to sponsors
    • Set up meetings to discuss partnership opportunities
    • Leverage existing networks to make introductions
    • Use social media and LinkedIn to engage with brand decision-makers
    • Plan a sponsor engagement event during a game or practice
    • Schedule follow-up meetings to deepen relationships
    • Utilise email marketing to reach prospective sponsors
    • Share updates and team success stories regularly with leads
    • Provide custom experience previews for interested sponsors
    • Ask current partners for referrals or introductions
sponsorshipengagementmarketing-managersponsorship-coordinatorsales-teammarketing-team
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How to track your Engagement strategies and tactics

Having a plan is one thing, sticking to it is another.

Setting good strategies is only the first challenge. The hard part is to avoid distractions and make sure that you commit to the plan. A simple weekly ritual will greatly increase the chances of success.

A tool like Tability can also help you by combining AI and goal-setting to keep you on track.

More strategies recently published

We have more templates to help you draft your team goals and OKRs.

Planning resources

OKRs are a great way to translate strategies into measurable goals. Here are a list of resources to help you adopt the OKR framework:

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