Valentina Rodriguez

How to Use Meta Tags for SEO:Ultimate Guide in 2022

How to Use Meta Tags for SEO: Ultimate Guide in 2022

Meta tags are snippets of code that provide search engines with valuable information about your web page. They tell the web browser how they should display it to the visitors and in the search results.

All web page has meta tags, but they are not visible on the web page. The contents of the meta tags are only visible in the HTML document.

In this guide, you will learn how to use, and not to use the meta tags for SEO.

Table of contents:

  1. What are Meta Tags?
  2. Why Meta Tags are Important in SEO?
  3. Types of Meta Tags for SEO.
  4. How do Google Understand Meta Tags?
  5. How to Optimize Meta Tags?


What are Meta Tags?

Meta tags are invisible tags that provide important information to search engines and visitors. They help search engines to understand what your content is about.

Meta Tags

Meta tags are placed in the <head> of an HTML document, so they must be coded in your content management system. Meta-tags are a great way for website owners to provide information to all sorts of clients, and each system processes only the meta tags they understand and the rest of the tags are ignored.

Before we dive deep into the nitty-gritty of which meta tags to use, let’s talk about why they are so important for SEO.


Why Meta Tags are Important for SEO?

Meta tags offer more knowledge about your site’s content to search engines and website visitors. They are used to highlight the most important and unique elements of your content to make your site stand out in the crowd. 

Search engines are user-centric and they prioritize a better user experience, and that includes ensuring your website satisfies every query asked by the user as fast as possible. Meta tags make sure that the information which the user wants to know about your website appears upfront in a concise and useful manner.

There are different types of meta tags having different roles, but not all are useful for SEO.  Now that you know the importance of meta tags, let us see a full list of meta tags that are relevant for search engine optimization.


Types of Meta Tags for SEO

Here is the list of meta tags for SEO strategy:

Types of Meta Tags

    • Meta title tags, to name your page on search engines.
    • Meta description tags, to describe your web page on search engines.
    • Meta robots tag, to index, or not index your page.
    • Meta charset tag, to define the character encoding of the website.  
    • Meta refresh redirect tags, to send the user a new URL after some time, usually from a redirection.
    • Meta viewport tag, to indicate how to render a page on mobile.
    • Meta canonical tag, to prevent duplicate content penalty.
    • Meta alt text, to provide a text alternative to images.
    • Meta header tag, to provide headings.


1. Meta Title Tag

The title tag is the first thing a user notices in the search results. Titles that appear in the SERPs give readers a quick insight into the content of the results. It’s the title that offers a preview of what your content is about. It is the primary piece of information that’s relevant to a user’s search query, and it helps them to decide which results to click on.

meta title tag

Your title tag is not just for the users, but also for the search engines that discover your content. So, it is important to write high-quality title tags for your web pages. 

But, how to write a title tag?

It’s simple, copy-paste the code given below into the <head> section of your web page:

<title>this is the title of your page</title>

Here are a few best practices to use Title tags on your web pages:

    • Craft a unique and perfect SEO title tag for each page;
    • Be brief, but descriptive and clear;
    • Avoid vague and generic titles;
    • Write something click-worthy and impressive;
    • Use your target keywords to improve results;
    • Keep it under 55 characters;

2. Meta Description

The meta description tag summarizes the page’s content. It is as important as the title tag. If the title tag is the title of your web page that appears on top of the search results, then the description tag is the snippet that is displayed underneath. They are like a pitch that interests and convinces the users that the page is exactly what they are looking for.

meta description

The meta description tag should provide a precise description of your page. Utilize this tag wisely and take more benefits of the opportunity to provide more details about your content. Make it appealing, descriptive, clear, and relevant.

You can code meta description tags manually in your site’s HTML. 

An example is given below: 

<meta name=”description” content=”Here is a precise description of my page.”>

Here are a few best practices to use meta description tags on your web pages:

    • Write a unique description for each page;
    • Summarize your content accurately;
    • Avoid unclear descriptions;
    • Provide relevant content;
    • Make it perfect and appealing;
    • Include keywords where it makes sense;
    • Keep it under 160 characters;
    • Avoid the use of duplicate meta descriptions across multiple pages;


3. Meta robots tag

Robots meta tag tells search engines how to crawl web pages. Using the wrong robots meta tag can have a disastrous impact on your website’s presence in the search results. Your search optimization efforts rely on your understanding and utilizing this tag effectively. Meta robots tag informs search engines, which pages on your website can be indexed.

meta robots tag

It serves the same purpose as robots.txt; it is used to prevent the search engines from indexing individual pages while the robots.txt file prevents it from indexing the whole site, or small sections of the site.

A robots meta tag that tells the search engines not to index a page looks like:

<meta name=”robots” content=”noindex, nofollow” />

A robots meta tag that tells the search engines index and follow a page looks like:

<meta name=”robots” content=”index, follow” />

A robots meta tag is written in the <head> section of the snippet which looks like this:

<!DOCTYPE html>
<meta name=”robots” content=”noindex” />

If the robots meta tag is not added in the code, then by default the search engine crawlers will index and follow your page. Robots meta tags are used to make sure that the search engine spiders process each page the way you want them to.

Here are a few best practices to use robots tags on your web pages:

    • Utilize robots meta-tag when you want to restrict the way search engine crawls a page;
    • Avoid blocking pages with meta robots tags in robots.txt;
    • Avoid rogue meta noindex, it prevents Google from indexing the page and you will get no organic traffic;

4. Meta charset tag

The charset tag sets the character encoding for the web page. It tells the web browser how the text on your web page should be displayed.

meta charset tag

The two most common character sets are:

    • UTF-8 – character encoding for Unicode;
    • ISO-8859–1 — Character encoding for the Latin alphabet.

To add the meta charset tag paste the given code in the <head> section of your webpage:

<meta charset=”UTF-8”>

Here are a few best practices to use charset tags on your web pages:

    • Use meta charset tag for each page;
    • Use UTF-8 where it makes sense;
    • Use correct syntax for HTML;

5. Meta refresh redirect tag

Refresh redirect tag is used to indicate the browser to redirect the user to a different URL after a set amount of time. Meta refresh redirect tags should not be used because they are not supported by all web browsers. They raise security concerns and confuse the users.

If you really need to add the refresh redirect tags, then paste the code given below in the <head> section of your webpage.

<meta http-equiv=”refresh” content=”5;url=”>

Here are a few best practices to use refresh redirect tags on your web pages:

    • Avoid the use of meta refresh redirect tags unless it is absolutely necessary;
    • Use a 301 redirect;

6. Meta viewport tag

A viewport tag helps to set the visible area of a webpage. It instructs the browser on how to render the web page on different screen sizes. The presence of a meta viewport tag represents that the page is mobile-friendly. Search engines like Google rank mobile-friendly websites higher on SERPs.

meta viewport tag

Users will likely hit the back button if the desktop version of a page loads on a mobile device. It is annoying and makes things hard to read. This sends a negative signal to Google about your page.

A viewport tag is written in the <head> section of the HTML, and to add a viewport tag to your page paste the code given below into the <head> section:

<meta name=”viewport” content=”width=device-width, initial-scale=1.0”>
Here are a few best practices to use viewport tags on your web pages:

    • Use meta viewport tags on each web page;
    • Use the standard tag unless you know what you are doing;

7. Meta canonical tag

If you have identical pages on your website, then you might want to inform the search engines which one to prioritize. You can do this without incurring a duplicate content penalty – as long as you use a canonical tag.

meta canonical tag

A canonical tag in HTML looks like this:

<link rel=”canonical” href=”” />

8. Meta alt text

An alt text tag also called an alt attribute is an HTML attribute applied to image tags to provide a text alternative for search engines. Image optimization has become very important for modern SEO strategy. Your image should be visible to both search engines and users.

meta alt tag

Meta alt txt ensures both of these things: it offers a text alternative to images that will be displayed if the image doesn’t load. It also tells search engines like Google, what that image is meant to represent. Google places high value on the alt text tag. They are used to describe your visual content.

Image alt text can turn your images into hyperlinked search results by giving the site yet another way to receive organic traffic.

An alternative (alt) text tag is written as:

img src=”” alt=””XYZ”” 

Here are a few best practices to use alt text tags on your web pages:

    • Use informative file names;
    • Keep it short, clear, and to the point;
    • Use the right type of image;
    • Keep it under 50-55 characters;
    • Create an image sitemap;
    • Use an optimal size without degrading its quality;

9. Header tags

Header tags are headings that are used to structure your page. They are the part of your content that improves user experience and ease of reading.  The order of header tags high light the importance of each section, starting from h1 to h6.

header tags

The H1 tag denotes the title of the page and the h2 tag denotes the subheading of the page to break up your content.

It is usually suggested to use only one h1, while you can use more than one h2, and h3 tag.

Here’s an example of header tags:

<h1>a quick guide to meta tags in SEO</h1>


<p>another paragraph</p>




<h3>1.title tag</h3>


How do Google Understand Meta Tags?

Meta tags that the Google search engine supports to control how your site will appear in Google searches are:

1. Page-level meta tags 

These tags are the best way for website owners to provide Google with information about their websites. Meta tags are added to the <head> section of the HTML page which looks like this:

<!DOCTYPE html>
<meta charset=”utf-8″>
<meta name=”Description” CONTENT=”Author: A.N. Author, Illustrator: P. Picture, Category: Books, Price: £9.24, Length: 784 pages”>
<meta name=”google-site-verification” content=”+nxGUDJ4QpAZ5l9Bsjdi102tLVC21AIh5d1Nl23908vVuFHs34=”/>
<title>Example Books – high-quality used books for children</title>
<meta name=”robots” content=”noindex,nofollow”>

2. Inline directives 

Independently of page-level meta tags, you can remove parts of the HTML page from the snippets of code. This can be done by adding the “data-nosnippet” attribute to one of the supported HTML tags:

    • span
    • div
    • section

            For example,

                      This text can be included in a snippet
                     <span data-nosnippet>and this part would not be shown</span>.


How to Optimize Meta Tags for SEO?

Meta tags can help search engines and users. It helps you improve the user experience and display your business information. 

Here are a few ways to optimize your meta tags:

    • Check whether all your pages have title tags and meta descriptions.
    • Pay more attention to your headings.
    • Markup your images with alt text.
    • Use robots meta tags to guide search engines on how to access your content.
    • Use canonical tags to avoid cannibalizing your own content with duplicate content.


Final thoughts:

Meta tags are not complicated. Understanding the meta tags above should be enough to prevent any significant SEO faux pas.

Looking to study more about meta tags?

Leave us a message in the comment box.  

Related post
Why Does Your Business Need Google Analytics?
Why Does Your Business Need Google Analytics

You are now a proud owner of a dynamic and customer-focused small business. You have a well-designed website created as Read more

Generate Leads With Live Chat And Chatbots In 2022
Generate Leads With Live Chat And Chatbots

There is a famous saying in the business world. The customer is the actual boss. This implies that they cannot Read more

How To Find Long-Tail Keywords To Generate More Website Traffic In 2022
How To Find Long Tail Keywords To Generate More Website Traffic in 2022

High-volume keywords have the allure of generating more traffic to your website. So, it's very tempting for small business owners Read more

How To Calculate And Optimize Conversion Rate For Small Business In 2022
How To Calculate And Optimize Conversion Rate For Small Business In 2022

How to calculate and optimize conversion rate for a website business is the question that is frequently asked by those Read more

How to Utilize Facebook Business Manager for Clients: Ultimate guide in 2022

How to Utilize Facebook Business Manager for Clients: Ultimate guide in 2022

Do you want to run a Facebook ad for your client? Are you worried about the safety of access to your client’s account? In this post, I will guide you on how to connect your Business manager account to your client’s account and share that access with your team safely and securely. 

Firstly, understand exactly what is a Business Manager, anyway? 


What is Facebook Business Manager?

What is Facebook Business Manager?

A Facebook business manager is a place where all the Facebook marketing tools live. You can manage all your Facebook advertising and marketing activities here.  It helps to keep your business organized and safe. If you are using Facebook marketing strategies to grow your business, then you should be a business Facebook Business Manager

The business manager is like your hub. So, this is where you are putting all of your people, your Instagram account, Facebook pages, ads account, and your pixels.  And, this is also where you can determine who’s in charge of what and what they are able to do in each of these assets. In other words, it is a one-stop shop to manage business tools and marketing efforts in one place and share access to business assets across their team members, vendors, and partner agencies.  


What can you do with the Facebook Business Manager tool?

1. Create and manage multiple assets

FB business manager helps you to keep your business and personal profile separate from each other. But, let me tell you that it does not allow you to create a fake Facebook personal account just to run your ads. You need to connect your ads manager, business manager, and business suite to your actual personal Facebook profile. It can manage multiple assets like Facebook accounts, Instagram accounts, or product catalogs, all in one place.  

Create and manage multiple assets

2. Track Facebook Ads

It is a control center where you can track your  Facebook ads more efficiently with easy overviews. It provides a centralized dashboard that allows you to check account performance to analyze and further frame marketing strategies

Track Facebook Ads

3. Controls user access

It helps you to control user access and permissions for everyone who works on your ad accounts, pages, and apps. The main goal is to bring all of your assets together to your business manager so that you can disperse permission from your team members, employees,  partners, contractors, etc.

The Facebook business manager is a powerful tool that makes Facebook marketing more effective and convenient. But, the catch is – This tool is not easy.  It takes time for new users to understand and get used to the many features it provides.  

Here we would like to overview the benefits of the Facebook Business Manager to promote your small business on Facebook.  

Controls user access


Benefits of Facebook Business Manager at  a glance

Facebook Business Manager tool is one of the most powerful tools to achieve a  competitive advantage over other agencies. If you don’t know about the benefits of the Facebook Business Manager tool, then you are surely lagging behind your competitors. 

Here are some benefits of the Facebook Business Manager tool, which make it  essential for every agency to rely upon: 

1. Integrity

FBM manages your business from a centralized dashboard. The dashboard helps you to access and organize multiple Facebook accounts,  pages, assets, etc.  

It removes the hassle of using several tools for business management. The centralized dashboard streamlines workflow and responsibilities. It also helps in saving production time.

2. Scalability

FBM tool can be easily scaled. It can be utilized by small-scale,  mid-scale, or even large-scale businesses for Facebook marketing. 

It helps to create and manage pages, and accounts along with the ownership maintained for different assets.

3. Accountable

You get the authority to assign access to your team members based on the requirements without any security issues. If you want to perform work on behalf of someone else’s company on their pages or ad accounts, then you need to request access to that ad account as you don’t own them. 

If your staff resigns, you can remove their access with a click from your administration account and track any changes they made in the past. Thus, it is easy to determine who has the access to which data and who has permission to modify it. 

4. Security

Facebook business manager tool provides secure access to other people like vendors, clients, team members, and partners as it uses two-factor authentication. It is easy to prepare business reports with FBM as they provide customized options that are user-friendly.

5. Collaboration

With the visibility and powerful platform that this tool offers, you can create collaboration opportunities within your team. It provides an increased level of transparency for your organization as it shows a complete picture of business operations and objectives. 

With all these benefits you can push forward your business graph online.  

Now that you know why you should use Facebook business manager, let’s get you set up. 


How to Create a Facebook Business Manager for Agencies?

The setup process is very simple. The first step is to create a Facebook Business  Manager. If your client does not have a Facebook Manager account, then they should, because that is the preferred way of running Facebook ads. If your client already has a Business Manager then you’ll need to get connected to their  Business Manager.  

There are two ways to get connected to someone’s Business Manager: 

1. With a personal account

You are added to their personal account and given the employee access. 

With a personal account

2. Through partners

In this case, clients add you to their Business Manager account and provide you access to their assets such as Facebook accounts,  pages, and so on. This way is preferred to run ads for clients. 

Client’s ads should be run on their Business Manager. But, why so? 

Through partners

There are three main reasons why you should run your client’s ads from their  Business Manager and not your own. 

    • Retain pixel data

      Pixel data is a piece of code for your website that enables you to organize the audiences for your ad campaign. The client will retain Facebook pixel data, and it won’t get confused with any other pixel data that is already there, on your personal account.

Retain pixel data

    • Single billing method

The Business Manager allows a single billing method for a single ad account, so your client will have their own billing methods attached to their ad account.

Single billing method

    • Minimize risk

      Running multiple ad campaigns on your personal ad account is not a good idea. Because, if that ad account gets shut down, then you are putting all your client’s ads at risk.


Businesses and agencies follow different setup processes to create a Business  Manager account.

create a Business  Manager account

Let’s understand the Business Manager setup process from an agency perspective. 


Following are the steps to connect to your client’s Business Manager as a  partner:

Step 1  Go to the link. 

Step 2  Get your Business Manager ID from the Business Info section and share your ID with your client.

Step 3  Have your client go into their Business Manager Settings  link (same link). 

Step 4  Ask them to click Partners under the Users menu in the left sidebar. 

Step 5  Next, ask them to click the blue “Add” button menu and select “Give a  partner access to your assets”.

Step 6  In the popup menu, they need to add your Business Manager ID into the  “Add a new partner” pop up and click next. 

Add a new partner

Step 7  Then you will get access to their pages, ad accounts, and possibly  Instagram accounts, Facebook pixel, and catalog. 

Facebook pixelr

Step 8  Finally, in your Business Manager, you need to grant access permission for assets to yourself and your team members in order to work on those assets. 

Your clients can grant you any level of access to their assets on their own Business  Manager by adding your agency partner ID. By giving access to your team members also, you allow them to act on behalf of your client’s business to provide better control of their assets and information. 

Let us dive in little deeper into each of the above steps.

When you go to the Business manager setting link, and you see many business manager accounts, that means you created more than one business manager account or you have been added to the business manager accounts as your personal profile. 

Click on the “Business Manager” for your agency 

Let’s say that the name of our Business Manager is Ecsion Inc. It is always on the top of the screen in the left-hand corner.  

Scroll down and click on the “Business info”. 

In the Business information, you can find your Business Manager ID right at the top. 

Copy that Business Manager ID and send it to your clients. Ask your clients to run steps 3 and step 7 in the above list. 

Firstly, have your clients go to their business manager settings and then click on  “Partners” under the “Users”. 

Next, click on the “Add” button and “Give a partner access to your assets”. 

The client needs to type your (agency) Business manager ID into the “Add a new partner” popup and click on the Next button. 

Now, they need to select the asset type and give you access to Facebook pages and Facebook ad accounts, etc. 

The clients can choose each of the assets and then configure them before saving the changes. Once they have all the required assets assigned, click the blue “Save  Changes” button.  

When all of that is done you should receive a mail inviting you to your client’s  Business Manager Account. 

Grant Access permission

Now that you connected your Clients’ Business Manager account to your own  Business Manager Account, grant permission to people in your Business manager to work on that asset. Don’t forget to give permission to track the performance. 

As an agent firstly, you need to go into your Business Manager settings, Select  “pages” on the left side under the “accounts” section. Find the page you have been given access to and then select “Add People”. In the dropdown menu, you can give access to yourself and your team members to create ads on that page. 

Repeat the same procedure for the “ad accounts” on the left side. Select people to manage campaigns and Click the “assign” button.

Navigate between client accounts

When the assets are assigned, you can go into your ads manager and use the dropdown menu to navigate between different client accounts. If the client forgets to name their ads account then you will just see a long string of numbers.  But, if you utilize the dropdown menu then you will always be able to see the  Business Manager name there. 

Share ads manager reports 

Now that you as an agency get connected with your client’s ad campaigns, they might want to check the results. You can share the report link from the ads  Manager reporting area.  

Share ads manager reports 

FBM allows you to customize the columns to show your clients the data they wish to see. When that is done, you can share that link from the report’s dropdown menu with your clients. 



Facebook Business Manager tool is for entrepreneurs who want to make a mark on their businesses. This tool provides a 360-degree view of the business process on a centralized dashboard to allow transparency in workflow between the client and the agency.  

It supports your digital marketing strategies and business goals. 

Are you running an ad campaign for a client or you would like to be? For any queries and doubts write to us in the comment section below. 

Related post
5 Easy Instagram Marketing Ideas For Small Business In 2022
five easy instagram marketing ideas for small business

As of today, Instagram is one of the most popular social media platforms in the world. It has a vast Read more

Learn How To Manage Your YouTube Channel For Small Business Branding In 2022
Learn How To Manage Your YouTube Channel For Small Business Branding In 2022

What are the best methods to manage your YouTube channel so that your small business will grow in 2022? Yes, Read more

How To Build Your Social Media Presence For Engaging New Customers

Social media presence can be understood as a full accounting of an individual’s or company’s activity across all social media Read more

Easy Facebook Marketing Ideas for Small Businesses in 2022
Easy Facebook Marketing Ideas for Small Businesses in 2022

Facebook Marketing is booming in a big way. It is very rare for a Facebook user to go by without Read more

How To Analyze Market Research In 6 Steps To Grow Your Small Business

How To Analyze Market Research In 6 Steps To Grow Your Small Business

Do you know why, how, and when to do market research and then how to analyze market research? Let’s understand the term ‘Market Research’ first. Market research can be defined as the process of evaluating the feasibility of a new product or service, through research conducted directly with potential customers.

Analyzing market research is the process of conducting research to know how current or potential markets may receive a product, then analyzing the results of the research to determine a marketing strategy. Analyzing market research is an important part of your business and of course a larger part of any company’s marketing team job duties.


Why Conduct Market Research?

The purpose of conducting market research is to understand the market associated with a particular product or service and to decide how the audience will react to a product or service. Doing market research helps you position yourself in the market so that you can differentiate yourself from your competitors and also identify unmet needs in potential customers. Conducting market research can also help you understand what other potential markets you can move into and continue to grow your business.

Why Conduct Market Research?


Reasons for Analyzing Market Research

Here are some reasons to analyze market research:-

    • Helps in strategic planning

      Market research analysis can help you draw conclusions about your company’s financial health and where you can continue to grow, whether it is into new markets or with new initiatives. You can analyze the strength of each plan and determine the strategic benefits.

    • Identifies trends

      Analyzing your market research can help you to identify relevant trends before your competitors and stay ahead of the market. Research work will be very easier when you will identify the current trend of the market.

    • Clarify your position

      Market research data analysis can help you to place your product or brand in a better position as compared to your competitors. You can clarify how to best position yourself to potential customers.

    • Forecasts business projections

      Analyzing your market research data can help you create an idea of what the future of your business might look like. You can plan your or your company’s future growth by it.


How to analyze market research?

Here are 6 steps explained that you can follow to analyze market research.

How to analyze market research

1. Set an objective

You should have a clear goal or objective in your mind. To have a successful analysis, it’s helpful to start with a clear goal or question that you want to answer to help you focus your research. Understanding what you want to know can also help you determine how you go about conducting your market research. When conducting marketing research, you can gather data that will answer the following questions:

      • Who are my potential customers?
      • What are the common shopping habits of these customers?
      • How large is my target market and how many competitors are there?
      • What are the price points in this market?
      • How do I compare to the competition?

2. Develop a research plan

Develop a plan to execute your research. In this step, you can determine if you want to conduct your own primary research, if you can rely on secondary research or if you want both. You can find out which markets you want to reach out to and how to contact your target customers in a better way. You can also determine what parameters you would like to set for the research.

3. Collect data

Collecting data is very important in market research analysis. During this step, you gather the data you can analyze later, so you want to be as thorough as possible. You might put together a team to conduct various types of research and for the collection of research data. You may also want to look into different technologies or web services that can help you conduct your research in the most organized way.

4. Analyze the data

After the collection of data, it’s the turn of analyzing it. You can organize the data into categories and look through them to identify patterns. You can use any of the analysis models listed above for this portion of your research analysis. During this step, you look for any information that may help you answer your objective or key question.

5. Present the findings

Once you have identified the patterns, you can organize the data into a presentable form and share it with your team. This will help you communicate what you learned during your research and analysis. Additionally, you may want the input of other teams and managers when creating an action plan based on your market research, which is why presenting it to them can be helpful.

6. Draw conclusions

This is the final step in which you can draw conclusions from the market research analysis you have done. In order to draw a conclusion, you can follow the steps appropriate for the type of analysis you used, including the feedback from your team and coming up with an answer that fulfills your objective. You can take help from these conclusions for your next research.

Related post
How To Promote Your Small Business In 14 Steps
How to promote small business in 14 steps

Every business owner wants to put their products or services in front of their potential customers. And to get customers Read more

Conversion Rate Optimization in B2B LinkedIn Marketing

In the past years, LinkedIn has changed a lot. Earlier LinkedIn was known as just a job portal website but Read more

How to Create Digital Marketing Strategy for Small Businesses in 2022
How to Create a Digital Marketing Strategy for Small Businesses in 2022

Are you looking for a digital marketing guide to grow your small-sized business?   Then you are on the right page. Read more

10 Tips For Growing A Successful Small Business – The Ultimate Guide in 2022
10 Tips For Growing A Successful Small Business - The Ultimate Guide in 2022

  What defines a successful business?   Every entrepreneur wishes to run a successful business, but what defines a successful Read more

How to Create Customer Engagement

How to Create Customer Engagement

The most vital asset to any business is its customers. Each business needs to find the best way to maintain these customers, and there is no better way than to keep them engaged. Statistically speaking, companies possessing the most potent customer engagement practices can keep up to 89% of their customers, while those that don’t can only retain 33% with weak customer engagement practices.

The majority of the company’s profits come from good customer engagement, which is at two-thirds, statistically speaking. To create customer engagement is a top strategic priority for companies. These customers represent a higher profitability share of 23%, revenue, and relationship growth. Many business benefits come from good customer engagement practices.

Good customer engagement practices should place the customers at the center of the business to offer them positive experiences, encouraging customer loyalty and company growth. Good customer engagement emanates from continuous interactions between the customer and the company, offered by the company but chosen by the customer for the best experience.

It should be able to foster loyalty and lasting relationships with your customers. Companies should understand that every customer wants to have a different experience when shopping. This kind of experience is the determinant to the success or failure of many businesses. 


13 Tips On How To Create Customer Engagement

Having established that this is a core to ensuring significant gains in your company, let’s now look at how to create customer engagement practice that will elevate your company to the top heights of business anywhere in the world. 

1. Understand Your Customers And Their Journey

Knowing who your customers are and how they interact with your business is the first step to create customer engagement strategy. Map your customers’ journey, all the essential, relevant experiences, and the challenges they go through. These statistics will help you meet their needs effectively and also identify opportunities for engaging them. 

Understand Your Customers And Their Journey

Create customer profiles. Pick out the characteristics that are relevant to your company. It also helps to look into other factors like their location, earnings, or even based on the questions that they ask, base it on building profiles.


2. Customer Segmentation

Customer segmentation refers to making use of the data collected from the customers to create helpful audience segments. Segmentation considers such factors as the customers’ interests, demographics, interests, age, sex, and many others from what the company collects. 

Customer Segmentation

The main aim of segmentation is to deliver services that are relevant and personalized to each customer. It helps to generate better-qualified leads when segmentation is done in consideration of the individual customer needs. 


3. Personalize Your Services

There are high possibility that your customers are from different parts of the world and have other interests. One of the most common customer engagement strategies in recent years is personalization. Each customer wants to be offered services that are tailored to their specific needs.

Personalize Your Services

There are several ways to apply the principle of personalized services. For example, showing your customer an ad of an event near them or using their first name when sending them an email could entice them as it is not generalized but more personalized. Starting businesses could start small before growing more significant by offering hyper-relevant services to their customers.


4. Replace Forms With Lead Generation Bots 

The primary method of lead generation is filling up forms. Forms are an outdated method and are tedious and boring to the current generation. A team-up with chatbots and lead generations can bring your business several leads. They will also reduce the friction and smoothen the data collection process, making your customers enjoy your services better. 

Replace Forms With Lead Generation Bots 

Suppose your business aims to collect lead information essential for creating a chatbot to ask relevant questions and respond to new questions from previous visitors’ answers; in that case, your company needs lead generation chatbots. It will equip your company with better-qualified leads as compared to companies that still use forms.


5. Crowdsourcing 

Crowdsourcing is a method of acquiring data from numerous sources, within and without the organization. It targets to find solutions to different problems and reach customers at their individual needs. You can do crowdsourcing by making visitors participate in voting on your website, organizing surveys relevant to the visitors’ interests request tips from your customers on your publicly shared development strategies.


 Involving your customers in your business-critical decisions and processes makes them feel empowered, appreciated, and valued. They will want to participate more in your sales and, in the end, elevate your business. 


6. Educate Your Audience 

Educate Your Audience 

 It can send educational messages about your business or promotional messages on upcoming webinars or discounts on products. Inculcating a CRM in your bot can amalgamate every subscriber’s data, making your lead management system free-flowing.


7. Make Use Of Visual Engagement Tools

Lead generation strategy relies on certain key aspects, one of which is audience education. Your customers will only purchase your products when they have adequate information about what you are selling. Chatbots could play an essential role in your business by providing the much-needed education your customers need on your products.

Make Use Of Visual Engagement Tools

Engaging your customers visually through co-browsing, annotations, or screen sharing enables your customers to better understand and connect with you emotionally. A Forbes News research indicates a customer satisfaction rate of up to 89% when customers are engaged using co-browsing. Co-browsing enables the agents to interact with customers in real-time.

Customers receive instant support and are guided as soon as they need it. The customer’s online shopping experience is improved drastically with co-browsing. When your co-browsing is integrated into your e-commerce website, sales agents can help customers complete their purchases. 

Credit card details are sensitive information that most people shy away from providing due to security issues. However, with co-browsing, sales agents can help customers fill out order forms, reducing cart abandonment rates. Visual engagement tools are beneficial assets to the success of any business. 


8. Learn From Your Mistakes

When a customer is unhappy with a product or a service that you offer and comes back to complain, they want to be listened to and understood. They want to feel that engagement and human touch. They are not interested in being provided with a solution, making them feel like you are just rushing through to close off the issue. Instead, accept your mistakes and talk your customers through the step-by-step strategies you would take to solve their problem and ensure it does not occur again.

Learn From Your Mistakes

An unhappy customer will also feel so much better when you apologize to them whenever it fits. Realize that your unhappiest customers amount to your honest critiques. Take their complaints into consideration as this will place you on track to make improvements in your services. It also helps you to update your customer profiles from the complaints they make.

You will understand their likes and dislikes and offer them better services the next time they purchase an item.


9. Learn What Drives Your Customers

If you know how to put it to good use, customers’ feedback can be an excellent asset to your business. Organize and perform customer surveys to give you insights into what drives value for your customers. Learn what value they have placed on your services or products. Make frequent and short questionnaires and have your customers fill them.  Consider asking them how they feel about their experience with you.

Learn What Drives Your Customers

Allow your customers to give suggestions on how they think you can improve the experience they’ve had with you. Ask your customers if they are contented with the kind of support you gave them. Find out what they liked from their experience with you and why. Give them space to make suggestions on how they think your employees can do better.

Apart from these questions, give them a free allowance to say anything else that they think about your business, which could be feedback or just a comment.  Answers to these questions will significantly impact your business if only you would put serious consideration into them and make improvements to your customer’s complaints. 


10. Schedule Appointments with Lead Bots

Appointment booking is essential in companies that operate on a business-to-business basis and healthcare services that experience several meeting-related requests. Customers can schedule appointments on the website, and after that, the notifications are forwarded to the relevant teams.  Businesses with lead bots can cut the cost of hiring personnel to handle appointment traffic. Lead generation chatbots enable you to schedule appointments even in the absence of your teams.


Whenever an appointment is scheduled, an email notification is sent along with the customer’s contact information. It keeps your customers engaged offline via a call, and the same is confirmed. A bot will never replace human personnel, but it can ask relevant questions and personalize each customer’s experience. Healthcare providers, for instance, could use such services the bot offers as easy booking of appointments and sending notifications with reminders.


11. Adopt Live chat Handover On Complex Sales Conversations 

The primary channels for customer engagements are live chat and chatbot. Awareness of both advantages and disadvantages will place you in a better position to either use live chat or chatbot or balance both. I will equip you with guidelines to help you decide on which choice to make. 

Schedule Appointments with Lead Bots

You can use chatbot as your primary contact channel for real-time responses, but move to live chat to respond to more complex questions that would call for human assistance. Chatbots would better serve businesses that demand continuous activeness. When your sales team is away, they can engage your customers by acknowledging the issues and scheduling appointments. 

While bots will make instant responses and provide answers, the customers are looking for a more humane touch that is always appreciated when you can understand your customers and meet their needs. Conversation rates also increase when customers get a great experience and have their needs well taken care of. 

Cost is also of concern when you are a small startup. Bots can be easily scaled on peak hours without the additional cost of infrastructure and resources and are more worth investing in. 

It would be appropriate for businesses to balance these two technologies to create more leads and a better customer experience.


12. Offer Unparalleled Customer Service

Customers tend to fall in love with businesses because of their uniquely friendly customer service representatives. The rate at which customers buy from a particular company relies on how they feel treated by the customer service.  The staff plays a huge role in the engagement of customers. Adopting a customer-centric business model plays a vital role in improving customer engagement rates.

Offer Unparalleled Customer Service

Build connections with your customers that go much deeper than just the buying and selling exchange. Your customer service team should be equipped with the right tools and equipment and emotional intelligence to handle the different customers that reach out to them. With these, you will be able to offer the best possible customer service experience.


13. Engage Customers Who Intend To Walk Away

The primary reason why customers leave your website could be because they don\’t get accurate information in time. The best tool to engage the customers who intend to abandon their online shopping cart or leave your website would be lead generation chatbots.  With lead bots, customers are provided with real-time sales assistance that they are in most need of. With this sort of real-time help, customers can quickly decide what they want to buy, which significantly reduces bounce rates. They also engage customers with accurate information at the right time and lead customers to their final purchases.

Engage Customers Who Intend To Walk Away

Customer engagement, as we have seen, is a crucial pillar to the success of any business. The proper customer engagement practices will enable you to retain the customers you have and, by extension, attract many more customers. Everyone wants to be confident that they are experiencing the best services when they walk into a store or visit an online platform to make purchases.

How you engage these customers will determine whether you make a sale or lose a potential customer. With these insights, you should place the best practices possible to elevate your business to the next level.


Related post
Does My Business Need a Website?
does my business need a website

Whether your business has gotten this far without a website or you are simply a business owner on the fence Read more

Which Website Is Right For Your Business?
which website is right for your business

Familiarizing yourself with the various kinds of web pages is very crucial. It does not matter whether you are a Read more

10 Best Practices for Small Business Website
Best Practices for Small Business Website

One of the most significant and most popular ways of building an online presence is by creating a website. In Read more

10 Best Website Design Practice for Small Business
10 Best Website Design Practice For Small Business

Website design practices have gone through an evolution process over the years. Every year brings forth advancement or improvement in Read more