Zero-party data: Why it must be part of any effective customer data strategy

Senior Content Marketing Specialist

Dave Hitchins

Senior Content Marketing Specialist

Businesses need to use customer data both legally and effectively to succeed in the world of 2024. Understanding the different types of data, how each is collected, and how they can be used is crucial. While it has been talked about for ages, from the 4th of January 2024 Google moved to the next stage in phasing out third-party cookies.  Time is running out for businesses to get their data strategies finalized to stay compliant and reduce dependency on data that will no longer be available when the third-party cookie is finally confined to history.

So where does zero party data fit into the story?

What is zero party data?

Zero-party data refers to the private information that a person intentionally shares with a business to get actual or intangible benefits. This includes information that cannot be (legally) obtained from any other source and includes personal details like email and home address, product preferences, communication channel preferences, and contextual information that would help a brand understand the customer better and provide the type of personalization that customers actually want.  

Zero party data is explicitly provided by the customer and doesn’t have to be compiled or inferred by analyzing behavioral or transactional data. It is therefore considered the most reliable and unambiguous information that a company can hold about its customers and prospects.

It also removes the ‘marketing creepiness factor’ because people have openly told a brand their preferences rather than algorithms silently working them out.  

Zero-party data is important because it provides a competitive advantage. You know something about your customer that your competitors don’t. For example, a person may have multiple email accounts and a mobile phone but may only use WhatsApp for communication. By opting in to receiving WhatsApp messages from you and telling you that it is their preferred channel, you can stop wasting time and money sending them emails and text messages that they will never engage with.

The unique benefits of zero party data

Zero-party data is highly accurate as it has been obtained directly from the customer.

Zero-party data automatically includes consent, so privacy compliance is simple.

Zero-party data can be used to drive a level of personalization and engagement that is not possible with any other type of data.

Zero-party vs first party data

The term zero party data was first used by Forrester Research as recently as 2018 when it became clear that the definition of first party data was too broad and included information that was collected in different ways. By recognizing the distinct properties of zero party data in their data strategies, businesses can treat it differently when it comes to obtaining consent, processing, and using the information.  

While first party data is also collected directly from customers, this is often done without the person knowing. How often do we blindly agree to a website’s cookie policy without reading the small print or understanding the implications?

Examples of first party data include:

  • Website browsing behavior gathered by first-party cookies
  • Mobile app usage
  • Purchase and transaction history
  • Information gathered during conversations with salespeople and helpdesk staff
  • Social media conversations

What is second party data?

Second party data is information about individuals that is shared between organizations. These could be because they are sister companies under the same parent, or because they have a strategic partnership arrangement. First party and zero party data that is gathered by one company becomes second party data once it is shared with another. It is usually of high quality and easy to verify as it is only one step away from its source.

Second party data is an important element of an effective overall data strategy in 2024, however, it is vital that customer privacy and consent legislation is followed.

What is third party data?

Third party data is data that is either purchased or obtained from freely available sources where the organization collecting the information has no direct relationship with the one using it. For example, data aggregators may compile information from multiple sources and then sell it on.

The issue with third party data is being able to verify its authenticity and that it has been obtained lawfully and with the data subject’s consent. Third party data is also obtained using cookies, the packets of code that are placed in people’s browsers that tracks their activity and then shares it with a wider network. With an increasing awareness of privacy, it is these cookies that Google and Apple have started to phase out.

Examples of zero party data

Exact classification of different data points is impossible and unnecessary as it depends on the context in which the information was obtained. For example, when it comes to an email address this could be viewed as first party data when buying an airline ticket online as the address would be required in order to receive the e-ticket.

However, when making a purchase in store the customer may be asked to voluntarily provide an email address for sending the receipt or warranty information to. In this context the email address would be viewed as zero party data.

Some common zero party data examples include:

CategoryData point
GeneralContact details – email address and phone number
Specific location
Occupation
Income bracket
Religion
Dependent details including age and gender
Hobbies and interests
Physical attributes – hair color, skin tone, right or left-handed
Retail and travelDevice and product ownership
Shopping preferences
Preferred brands of consumer goods (and reasons)
Preferred mode of travel
Business or holiday travel
Dietary requirements
Reviews and photos
Health informationPersonal stats like weight, BMI, heart rate, blood pressure
Smoking or non-smoking
Alcohol consumption
Physical and mental handicaps
Level of physical activity
Opinions Political party membership
Voting rights
Opinions and views on topical subjects

In many cases zero party data is not fixed or permanent, but that doesn’t mean that it isn’t incredibly valuable and sought after. While attributes like our hair color or whether a person is right or left-handed won’t change overnight, we are a bit more fickle when it comes to our opinions and preferences.

For example, in the final days before an election, political parties are very interested to know the voting intention of people in swing states so that they know where to spend their campaign budget for maximum impact.  

The one about the supermarket that knew a teenager was pregnant before her family did.

If you work in marketing, you will have undoubtably heard the story about the teenager who was sent coupons for baby products before she had told her family that she was pregnant. Apparently, her father stormed into the store in question and demanded to know why they were sending offers for diapers and baby food to his teenage daughter. When she finally fessed up, he sheepishly apologized to the store manager.

While this story is unverified and some have questioned whether it actually happened, it shows the (potential) power of first party data in action. By analyzing the girl’s transaction history, preferences and demographic data, the algorithms (allegedly) established that there was a high likelihood that she was pregnant, and she was added to some ‘expectant mother’ customer journey.

Another option – maybe she voluntarily told someone who worked at the store?   

What are the best ways of collecting zero party data

Getting zero party data is not about bribing or tricking people into providing information that they don’t really want to share. It is about having a strategy in place that enables you to offer real benefits and be able to present those benefits in a compelling way.

Offering fake or over-hyped benefits is pointless as it will cancel out the trust that you are looking to build up. Also, short term benefits should be avoided in favor of longer-term benefits that give both the business and customer time to build up a relationship.

For example, if you were looking to build up your contact list, you might be tempted to run a prize-draw competition which people could enter by providing you with their email address and opting-in to be contacted. However, once the winner is announced and you send your first email campaign, most of the sign ups may choose to unsubscribe as the benefit was only short-term. Unless you were able to show the long-term benefits of remaining on the mailing list.

With this in mind, here are some ideas for collecting zero party data in a sincere and transparent way that doesn’t make customers feel exploited.

  • Dynamic sign-up forms: Sign-up forms that ask for too much information up front or include options that are irrelevant to the individual are tedious and lead to high drop-off rates. By using web forms that adapt based on information the person has already provided, the process is streamlined, and people are more likely to provide zero-party data as they can see the benefits in action.
  • Customer feedback mechanisms:  Bake review requests into your business processes so that you can find out how satisfied customers are and any thoughts or ideas that they may have about improving your products and services. Better still, establish a formal research panel and offer benefits to customers that contribute. Infobip uses this approach as an important way of learning about our customers.
  • Self-assessments and quizzes: Help customers to understand their own requirements better by designing surveys that expose insights that they may not have realized. This tactic can be applied effectively across industries as diverse as real-estate, vehicle leasing, and domestic appliances. Some brands successfully incorporate elements of game mechanics into these types of tools to stimulate the competitive streak in people and extend the reach of their campaigns through social sharing.  
  • Loyalty programs with real benefits: Establish the actual value of long-term customer loyalty to your business and offer benefits and rewards that match this value. Airline frequent flyer programs are an excellent example of loyalty programs that offer rewards that travelers really want to earn.
  • Useful interactive tools:  Where possible, provide calculators, configuration tools and use virtual reality to enable customers to gain a better understanding of your products and services, become invested in the process, and provide more zero-party data. See the example below of how Nivea built a chatbot that was a key tool in collecting zero party data from their target audience.

Zero party data collection examples

Here are some examples of brands in different markets that have used creative tactics to engage with customers and win more zero-party data.

Case study: Nivea

Nivea

Read how Nivea launched a highly creative and successful campaign that used a WhatsApp chatbot to connect with new consumers in their target market and collect key zero-party data. The campaign was so successful that it achieved 207% of its reach target and is being used as a global case study for the brand.

Case study: Megi Health Platform

Megi Health Platform

Read how the Megi Health Platform incorporated a chatbot to supplement the work of health professionals by helping to gather key zero-party health data and significantly improve the efficiency of the diagnosis process.

Case study: Petpetgo

Petpetgo

Read how Petpetgo, a disruptive eCommerce brand in the pet product market, capitalized on the zero-party data that they gathered about pet owners and their beloved animals to double the purchase frequency of products by providing information about pet nutrition and health in the form of online guides, videos, and tutorials.

How to create a zero-party data strategy

If you have read this far you will have realized that this question is not valid. We shouldn’t be talking about a zero-party data strategy as if it was a separate thing. Instead, we should be concentrating on formulating an overall data strategy that recognizes the distinctness and value of zero party data and makes maximum advantage of its unique properties.

Furthermore, a future-proof data strategy should concentrate on extending the amount of zero party data that is gathered, reduce reliance on third party data, and work towards obtaining higher quality second party data through strategic alliances.  

Why you need a Customer Data Platform (CDP)

How a CDP can unlock the power of customer data by creating a single source of truth in your organization.

Find out more
Dec 29th, 2023
9 min read
Senior Content Marketing Specialist

Dave Hitchins

Senior Content Marketing Specialist

Zalo for business: The complete guide

Discover Zalo, Vietnam’s top messaging app, and learn how it can enhance your business’ communication in the Vietnamese market.

Senior Content Marketing Specialist

Dan Mekinec

Senior Content Marketing Specialist

To connect with the Vietnamese audience, you need to speak their language and use the right channel to reach them on. That means getting to know Zalo, the homegrown superstar app used by 73 million people in the country, including more than 155,000 companies.

Before we dive into business use cases, let’s go through the key facts about Zalo, and why it became so popular in Vietnam.

The story of Zalo, Vietnam’s super app

Launched in 2012, Zalo is a Vietnam-based social platform that became the nation’s favorite messaging app within a decade. Like other OTT messaging apps, it enables users to text, make voice and video calls, share files and engage in group chats.

With 87% of the country’s smartphone users active on Zalo, it is the most-used messaging app in Vietnam.

As of the end of August 2024, Zalo’s monthly active user base reached 77 million people, including more than 155,000 companies, with nearly 2 billion messages sent daily. These facts sound even more impressive considering that Vietnam is among the top 10 markets in app downloads globally.

an infographic showing the top messaging platforms in Vietnam

With an 87% penetration rate in Vietnam, Zalo surpasses global messaging giants. Source: Decision Lab

Zalo is owned by VNG Corporations, a video gaming and social media startup that rose to the status of Vietnam’s first tech unicorn. The name “Zalo” is a combination of the words „alo“, the greeting Vietnamese people use when picking up the phone, and „Zing“, a suite of online services offered by VNG.

Today, Zalo is considered by many to be a “super app“, as VNG’s ecosystem offers services that range from social interactions to seamless payments, and convenient online shopping.

Like WeChat in China, KakaoTalk in South Korea, and LINE in Japan, Zalo was developed by a local company, in the local language. It offers a highly localized user experience that surpasses the ones offered by international messaging competitors. Powered by its natural language processing, it secures high engagement rates through lively stickers for conversations in Vietnamese.

example of Zalo stickers

Localized stickers are one of the reasons why Zalo triumphs over other apps. Source: zaloapp.com

Zalo implemented end-to-end encryption in May 2022, offering the same level of security similar to chat apps such as WhatsApp. On top of that, seamless integrations to services like ZaloPay, Zalo Shop, and Zalo Bank enable users to pay their bills, transfer money to friends and family, buy products online, and even get micro-loans — all in an already familiar setting.

This widespread adoption is why many organizations, such as government agencies and enterprises have also also started using the app to connect with users in Vietnam.

How businesses can use Zalo

With Zalo Notification Services (ZNS), Zalo offers many ways for businesses to engage with users and customers. Here are the most common use cases:

Authentication and verification

You can authenticate users by sending verification codes (also known as 2FA). Users who register their account on your platform will receive a Zalo message to verify their phone number or account.

example of zalo verification codes

Example of sending passwords and verification codes on Zalo.

89%

of users are highly satisfied with ZNS authentication compared to other services, according to the Intage Vietnam & Zalo Cloud report.

Top tip: Did you know that sending authentication messages on Zalo offers significant cost savings compared to SMS? You can use Infobip’s Authenticate solution to send verification codes on Zalo, combining it with the SMS failover option to ensure maximum deliverability and cost-efficiency.

Account changes and transaction notifications

You can use Zalo notifications to confirm account creation, inform about password changes, and provide account info updates. Users can receive notifications about transaction status, balance changes, and payment requests.

Examples of notifications on successful purchases and transactions on Zalo

Examples of Zalo notifications on successful purchases and transactions.

Among different types of Zalo notifications via ZNS, such as after-sales, account information, and product and service updates, users prefer transaction update notifications. 79% of respondents have shown their willingness to receive more such notifications than other types of notifications.

58%

of users interact with businesses via Zalo to get transaction status, shipping details, and appointment scheduling. Source: Intage Vietnam & Zalo Cloud report.

Order confirmations, bookings, and event updates

You can use Zalo notifications to confirm orders and provide updates on booking status, registrations, and event attendance. You can also use ZNS to send reminders for events such as payments, deliveries, check-ups, or maintenance.

Examples of notifications on successful purchases and transactions on Zalo

Example of Zalo notification on order delivery.

Customer service notifications

You can use Zalo messages to communicate service changes and account-related information. Also, gathering customer feedback through Zalo helps you improve the quality of your service.

Examples of notifications on successful purchases and transactions on Zalo

Example of a Zalo notification asking for customer feedback.

Through Zalo, you can send notifications on suspicious activity and other risk warnings.

Examples of notifications on successful purchases and transactions on Zalo

Example of notification on service hour changes.

95% of respondents to the survey prefer to receive customer service notifications from businesses on the Zalo platform, and many users are eager to recommend the platform to their family and friends. Compared to other channels such as SMS, Email, and Business Applications, more users prefer Zalo for receiving customer service notifications.

57

is Zalo’s Net Promoter Score (NPS), with 62% of people Satisfied and would recommend it (9-10 points). Source: Intage Vietnam & Zalo Cloud report.

After-sales messages

Businesses use Zalo to maintain long-term customer relationships and provide various after-sales services. According to the report, 69% of users are interested in receiving after-sales messages through ZNS.

Here are some examples of after-sales messages you can send on Zalo:

  • announce loyalty rewards
  • send birthday greetings
  • notify users about bonus points
  • send guidance on how to use purchased products
  • notify customers about upcoming products/services
  • send promotions, seasonal offers, and gift vouchers
Examples of notifications on successful purchases and transactions on Zalo

Example of a birthday gift voucher.

Channel promotion

You can use Zalo Notification Services to promote your Zalo Official Account (ZOA) and Zalo Mini App. By sending targeted notifications, you can attract more users.

Why do consumers in Vietnam prefer Zalo notifications?

Here are some of the reasons why users prefer to receive notifications via ZNS compared to other similar services:

  • Notifications feature a clear and easy-to-navigate layout and content
  • Well-balanced frequency of receiving promotional notifications
  • The amount of promotional content is limited, with minimal spam messages
  • Notifications only received from trusted businesses
  • Promotional notifications include tailored content as per users’ needs
  • Appealing design and interface of the notifications

How to get started with Zalo

There are two ways you can start using Zalo for your business, depending on whether you have a legal entity in Vietnam.

  • You can only send verification codes (account registration and verification). A fast and easy way to get started would be to use Infobip’s solution called Authenticate.
  • You can use a non-branded, generic sender, or we can create a special Zalo Official Account for your brand, exclusively for sending verification codes.
  • You can also use the SMS failover option to ensure users get an SMS in case they don’t receive a Zalo message.
  • You are eligible to create a Zalo Official Account (ZOA) and Zalo Cloud Account (ZCA) for your business. You can also use Zalo OA Followers feature to manage and respond to customers.
  • You can use Zalo OA Followers to manage and respond to customer inquiries.
  • You can engage in two-way communication through OA Followers and send one-way notifications through ZNS.
  • When using Zalo Notification Services through Infobip, you can get your daily message quota and information about your account’s quality through Infobip support teams.

You can see examples of a generic sender (left) and a branded sender (right) for sending verification codes below:

example of generic sender for OTP
example of branded sender for OTP

Video walkthroughs: sending Zalo messages with Infobip

Here is a video on sending Zalo messages with the Zalo Notifications Services (ZNS) via Infobip’s web platform:

And here is how to connect Zalo via API:

Why it’s important to keep your Zalo notifications high-quality

When using Zalo Notification Services, the feedback you get matters. If Zalo users report your messages as bad, it can affect your status.

Zalo grades Official Accounts (OA) into three categories: Good, Medium, and Low. Your grade depends on how many negative reports you get. The features you can use, like how many messages and what kind of content you can send, depend on your grade. If you’re doing well, you can send more messages. But if you get too many bad reports, Zalo might limit your messaging or even stop it for a while.

Your grade can change based on the quality of your messages over the past week. Zalo checks this every day. If your grade changes, you might have to wait a bit before you see any new features.

To illustrate all this, here are some examples: the below image shows a message template that users reported as bad. It is written in a very formal way, with the purpose of informing customers on due payments. This information can be both unpleasant to read in a Zalo message, and also unnecessary if a customer had already paid.

Example of a Zalo message template that received negative feedback

Example of a Zalo message that received negative feedback.

On the other hand, the image below shows a good example of a Zalo message. It is written in a warm tone, asking for a review of a customer order. This increases the chances of getting positive feedback, especially for orders customers are happy with.

Example of a good Zalo message asking for customer feedback

Example of a well-formatted Zalo message asking for customer feedback.

Best practices for businesses sending Zalo notifications via ZNS

Certain factors should be considered when delivering Zalo notifications via ZNS so that you receive better engagement. Here are some best practices for sending ZNS notifications.

Personalize after-sales notification content

  • Don’t send the same content to every customer, as it will result in poor engagement. Your priority should be creating personalized content for each age group and focusing on the product and service information your customers are interested in.
  • Before sending notifications to your customers, you must segment them based on their past purchases, needs, and preferences to ensure they receive relevant messages.

Maintain quality and provide valuable content

  • You should review the notification’s content before sending it to your customers to prevent any incorrect information or grammatical mistakes. You must also send notifications that address your customers’ needs and provide them with sufficient value.

Manage the notification frequency

  • Allow your customers to control how often they receive notifications via ZNS from the start. According to the Intage Vietnam & Zalo Cloud report, you should aim to send 2 to 3 notifications weekly. However, younger audiences aged between 20 and 27 are more receptive to 3 to 4 notifications.
  • With the new Promotion Quota policy effective November 1, 2024, businesses must be strategic as the monthly quota is now calculated based on past ZNS usage. You must carefully plan notification frequency to avoid exceeding the quota while maintaining customer engagement without overwhelming them.

Be reachable to your customers

  • The content of your ZNS should include an option to contact your business through a customer service phone number, email address, or a link to your website support section.
  • By applying these best practices, you can boost the effectiveness of your Zalo notifications and foster stronger connections with your customers. Personalization and quality content will help you drive higher engagement, earn loyalty, and improve your brand reputation.

Adopt the right strategy

  • You must prepare a proper strategy to understand the choice and willingness of your audience while sending Zalo notifications via ZNS.
  • According to the Intage Vietnam & Zalo Cloud report, the percentage of the satisfied group is higher when it comes to preference for receiving more ZNS compared to the neutral/dissatisfied group. The Neutral group comprises younger people between 20 and 27 years old who are aware of ZNS and open to receiving notifications compared to the older age group of from 35 to 50 years.
  • While meeting the expectations of satisfied users, you can convert the Neutral group into satisfied users by customizing notifications to fulfill users’ preferences.

To sum up: Zalo helps you save messaging costs and improve CX

Zalo is more than just a chat app. It has become a way of life for millions of Vietnamese people, which has already led to more than 155,000 companies using it. If you want to start using Zalo too, here are the key things you need to keep in mind:

  • Zalo supports the sending of verification codes for authentication and verification purposes, as well as one-way notifications, alerts, and reminders
  • Businesses without a legal entity in Vietnam can only send verification codes on Zalo using Infobip’s Authenticate, while those with legal entities can create a Zalo Official Account and send other types of messages using Zalo Notification Services
  • Zalo evaluates the quality of Zalo Official Accounts according to the sender’s bad reporting ratio (when users report messages as bad, the account may be paused)
  • To send promotional messages, like after-sales notices, new product announcements, and gift vouchers, you need to submit each type of message as a template for Zalo’s approval (it gets approved on a case-by-case basis)
  • You can send Zalo messages via API or web platform (broadcast)

If you’re an international company without a legal entity in Vietnam, you can start sending verification codes and save on messaging costs with Zalo using Infobip’s Authenticate. If you have a legal entity in Vietnam, you can use Zalo OA Followers and Zalo Notification Services (ZNS) through Infobip, reaching your Vietnamese audience the way they prefer.

Start using Zalo as a business

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Mar 25th, 2024
10 min read

Beyond the front desk: Why your hotel needs a chatbot

Learn how artificial intelligence is disrupting the hospitality industry and how chatbots can help hotels exceed customer expectations while lowering costs.

Senior Content Marketing Specialist

Martina Ivanović

Senior Content Marketing Specialist

Digital disruption has led to higher customer expectations, communication barriers, and increased online competition for hotels, large and small. And it’s become increasingly harder to overcome these challenges without the right tools and technology. In fact, in 2022, the World Travel and Tourism Council officially recommended that hospitality businesses “adopt innovative technological and digital solutions to improve daily operations.”

Artificial intelligence (AI) is reshaping many industries, including hospitality. The AI in hospitality market alone is estimated to value over $8,000 million (about $25 per person in the US) by 2033

But how can AI help hotels meet changing consumer expectations and increase staff satisfaction? 

Chatbots powered by AI technology can help. 

Imagine a traveler finding themselves stuck in an unknown city overnight. They stumble across your hotel online, but the number they call to reserve a room is busy and they need to sort out their accommodation fast. Then they realize they can message you on WhatsApp. Within minutes, your chatbot assesses room availability, applies a loyalty discount, and the customer writes positive reviews before they even check in. 

Using AI-powered chatbots in hotels has many more benefits than meets the eye. Let’s dive into what a hotel chatbot really is, the key advantages, how some hotels are already using them, and how you can set one up, too. 

What is a hotel chatbot?

A hotel chatbot is an AI-powered assistant designed to interact with guests in a conversational manner, typically through platforms such as websites, mobile apps, or messaging apps. Hotel chatbots are programmed to understand natural language inputs from guests and respond with relevant information or assistance based on existing knowledge, aiming to enhance the guest experience and streamline communication with hotel staff.

Hotel chatbots leverage natural language processing (NLP) and machine learning algorithms to accurately understand and respond to queries. They operate 24/7, providing round-the-clock assistance to guests. By offering instant and personalized support, hotel chatbots enhance the overall guest experience and optimize hotel operations.

Here are a few ways you can use a chatbot in your hotel: 

  • Booking assistance: Helping guests make room reservations, check availability, and provide information about rates and promotions. 
  • Answering common questions: Providing details about hotel amenities, policies, local attractions, dining options, and other relevant information. 
  • Room and concierge services: Facilitating requests for room service, housekeeping, transportation arrangements, restaurant reservations, and other guest services. 
  • Check-in and check-out procedures: Assisting guests with online check-in, providing digital room keys, and facilitating the check-out process. 
  • Feedback collection: Soliciting feedback from guests about their stay experience and handling complaints or issues in real-time. 

Hotels looking to deploy a chatbot can choose between a rule-based or AI-powered chatbot:

  • A rule-based chatbot responds to customers with menu options that trigger keywords. For example, “type 1 to see our room rates or type 2 to speak to the front desk.” Once they respond with the proper keyword, your chatbot knows which message to send next. 
  • An AI-powered chatbot, on the other hand, provides a conversational experience where customer intent is recognized and responded to accordingly. For example, a customer can say: “Hi, I want to reserve a room for 3 guests this Friday.” And your chatbot will respond with: “Sure, we have a king suite available for $150 per night. Would you like to reserve this room?”

Your new AI guest assistant

AI chatbots powered by conversational and generative AI, take it one step further, enabling them to create new content and converse through text, images, videos, and other forms of communication, in a human-like way. This eliminates the need to predefine responses, since generative AI creates them on its own based on data it’s fed, while conversational AI reshapes the content into responses that mimic natural human interactions. 

This takes personalized conversational customer experience within the hotel industry to a new level. 

Imagine there’s a big weekend event happening, and your contact center or front desk is flooded with guests trying to make last-minute reservations. It would be considerably hard to get in contact with every guest and give them proper service, such as reviewing their loyalty status or applying discounts they might qualify for.

Now imagine you set up an AI guest assistant. Customers can message you on their favorite chat app, and your chatbot can serve them within minutes. Your AI assistant knows the customer’s previous bookings, loyalty status, room preferences, dietary restrictions, and any other relevant information that would affect their experience. The best part? Your customer doesn’t need to repeat this information, because your chatbot knows it all based on a few basic details such as their name and address or birthday. 

Now what could have been a hit-or-miss situation has turned into a positive, personalized experience. 

10 ways a chatbot boosts your hotel experience

Chatbots can serve your hotel in a multitude of ways. From inviting new guests to helping longtime customers and easing processes for your hotel staff. Here are just a few of the key advantages: 

Enhanced guest experience 

When powered by AI, your chatbot can personalize each interaction and use conversation and profile data to share information that’s tailored to a guest’s preferences and interests. For example, if a guest is checking in with children, your chatbot might recommend a nearby amusement park. Or if there’s a big game happening during their visit, it can share game details and links to buy tickets.  

Now your chatbot is an extension of your hotel, impacting not only a guest’s accommodation but their overall trip and loyalty to your brand. 

Reduced operational costs 

Hotel chatbots take away tedious, mundane tasks from your staff. What used to cause long wait times at your front desk or call center can now be resolved within minutes. From making reservations and handling check-in or check-out processes to handling room service orders and setting up transportation – a chatbot powered by AI can automate repetitive tasks and lower operational costs. 

Increased direct bookings 

Aside from offloading from your front desk, a hotel chatbot can work as a sales assistant too – capturing leads, answering booking questions, and converting more website visitors. They are the first contact many guests, or those discovering your hotel for the first time, connect with. And as the first touchpoint, your chatbot can provide special offers, guide guests through the booking process, answer payment queries, and more – reducing your time to reservation.

Personalized marketing and upselling

Through machine learning algorithms, your AI hotel chatbot can analyze customer data such as demographics and preferences. This makes it easy to send targeted promotions and suggest relevant upgrades such as spa packages, restaurant reservations, or local tours and attractions to guests during their stay. 

Improved guest feedback and reviews

Listening to what guests have to say is one of the surefire ways you can enhance your hotel experience. And a hotel chatbot makes it easy for them to share the pros and cons of their visit. Whether requesting feedback after checkout, offering surveys during a guest’s stay, or promoting an incentive for customers who share their thoughts, you can train your chatbot to listen to what customers have to say and address concerns promptly – improving guest satisfaction. 

Multilingual support 

Hotels are one of the most diverse places in every city. Hosting guests from around the world can cause language barriers that affect the hotel experience. But thanks to natural language processing and AI technology, you can build a multi-language chatbot that automatically translates queries – breaking down language barriers and giving every guest the experience they deserve. 

Accessibility and inclusivity 

Chatbots have simplified the hotel experience for guests with disabilities too. Now, guests with hearing impairments can read your voice messages with speech-to-text features, and those who are visually impaired can hear your messages with text-to-speech.  

This can help them complete bookings, navigate hotel premises, communicate with your staff, make special requests regarding room setup and amenities – and in the worst-case scenario, ensure they receive tailored instructions during an emergency such as a fire alarm or evacuation. 

Data-driven insights 

Each interaction a guest has with your chatbot can be used to fuel data-driven decisions that improve your hotel experience. Here are a few examples: 

  • Identify guest satisfaction levels and areas of improvement through frequently asked questions, common complaints, and surveys 
  • Optimize your pricing strategy and tailor promotional offers based on booking patters such as peak booking times and popular room types 
  • Improve marketing campaigns and increase conversions by leveraging guest demographics 
  • Optimize workflow efficiency based on service performance metrics including response times and resolution rates 

Brand differentiation 

Although some hotels have already introduced a chatbot, there’s still room for you to stand out. Chatbots that integrate augmented reality (AR) give you an opportunity to introduce a virtual experience alongside the in-person experience. You can offer immersive experiences, such as interactive quizzes or virtual tours of your facilities and surrounding area. Or gamify your loyalty program by enabling your chatbot to award guests points for completing certain tasks during their stay – such as sending a picture of their breakfast before 10am. 

Future-proofing your hotel 

Soon, guests will expect a seamlessly integrated virtual and in-person experience. 

One way to meet these future expectations is to invest in a “smart” hotel room – where your chatbot is integrated with Internet of Things (IoT) devices to allow guests to control room temperature, lighting, and entertainment systems through voice commands or chat interfaces.

You can also set up a hands-free experience with voice recognition technology that enables guests to make requests, ask questions, and control room features through your chatbot using natural language commands. 

Choosing the right chatbot: Must-have features

The technology that powers your chatbot is what will differentiate your hotel from the competition at each stage of a guest’s journey. Certain features and functionalities are what turn basic interactions into a memorable conversational experience. 

Here are a few key features to consider when building your chatbot: 

  • Natural Language Processing (NLP): Your chatbot should be equipped with advanced NLP capabilities to understand and respond to natural language queries effectively. 
  • Integration with booking system: Seamless integration with your hotel’s booking system to allow users to check availability, make reservations, modify bookings, and inquire about rates. 
  • Integration with messaging platforms: Compatibility with popular messaging platforms such as Messenger, WhatsApp, or SMS for easy accessibility and communication. 
  • Multilingual support: Ability to communicate with users in multiple languages to cater to a diverse range of guests. 
  • Seamless handoff to human agents: Capability to seamlessly transfer complex queries or requests to human agents when necessary. 
  • Security and privacy: Ensure robust security measures are in place to protect customer data and maintain privacy standards, especially when handling sensitive information like booking details or personal preferences. 
  • Analytics and reporting: Capability to gather data on guest interactions, preferences, and trends, providing valuable insights to improve the chatbot’s performance and enhance guest experience. 

But even with the right features, simply building and deploying a chatbot can only go so far. This is why it’s important to have an adaptable and scalable solution that connects these features, interactions, and data to deliver a conversational AI experience, including: 

  • A customer data platform that uses generative AI to recommend products, locations, and services based on guest profile data. 
  • A cloud contact center that enables seamless agent takeover, without losing conversation history or context. 
  • An authentication system to verify guest identity and prevent unauthorized access to personal data. 
  • A data center that provides you with a secure and reliable data storage solution that’s compliant with the latest regulations and standards. 

Combining the right technology, features, and solutions will help you build a chatbot that enhances customer service, streamlines operations, increases security, and ultimately drives guest satisfaction and loyalty. 

Chatbot in hotels: Top use cases with examples

Several hotels have already done this. Here are a few examples: 

Marriott International 

Marriott International built a chatbot named “MC” (Marriott’s Chatbot) on Messenger. MC assists guests with booking rooms, providing information about hotel amenities, and addressing common queries.  

The chatbot also offers personalized recommendations for local attractions, dining options, and activities based on guest preferences and previous interactions. 

Aside from guests, MC assists job seekers to easily apply for open roles based on discipline and Marriott location. 

Since this implementation, Marriott has experienced more than 60% of its users returning to its virtual assistant with an average session lasting 4 minutes

Source: Chatbot guide

Hilton Hotels and Resorts 

Hilton introduced its chatbot, Xiao Xi, in 2020. The chatbot assists Hilton members and guests with answers to questions including hotel information, local weather, and current promotions. It can also provide additional advice on travel and entertain guests by offering smart suggestions and tips through training. 

And Hilton guests love it. With a 94% customer satisfaction rating, Xiao Xi has replied to more than 50,000 customer queries since its launch. 

Radisson Blu Edwardian 

“Edward” is Radisson Blu Edwardian’s AI chatbot – enabling guests to check and request hotel amenities such as towels or room service, get information about local bars and restaurants, and share complaints through SMS. Powered by natural language processing, guests interact with the chatbot in a human-like way and can be assisted by a human agent when necessary. 

Since its launch in 2017, Edward has helped over 28,000 guests from 99 countries in 59 languages, handling requests in an average of 2 minutes. 

Ready to welcome your AI guest assistant?

As technology continues to develop, guests will expect immersive experiences that blend virtual and in-person interactions. Chatbots can help hotels streamline communication, enhance guest experience, and drive efficiency in various aspects of their operations.  

And although it can seem like a long and winding road from where you might be, using a scalable solution with a team of industry experts standing behind it can make it a painless process. 

The right platform and team can take the guesswork out of: 

Set up your hotel chatbot

Talk to an expert

Learn more about chatbots

Mar 22nd, 2024
11 min read
Senior Content Marketing Specialist

Martina Ivanović

Senior Content Marketing Specialist

Why Your Clients Need Omnichannel Experience and How You Can Monetize It

Senior Content Marketing Specialist

Domagoj Puksec

Senior Content Marketing Specialist

The incredibly paced digital transformation of the past few years displayed the various mistakes companies were making worldwide.

For example, they are not communicating with their customers on their preferred channels, not linking all of the channels and the data gathered through them in one location, and advertising the wrong products and services to people who have no need or interest in them.

In short, companies are not using the unlimited potential of today’s communication technology.

Why your clients need the omnichannel experience

Before we go into details about how you, as Infobip’s partner, can monetize the omnichannel experience, let’s look at a few reasons why it is needed in the first place. The new customer journey can begin anywhere and at any time.

Whether it’s for support or engagement, one customer might want to talk to you on WhatsApp one day and then using SMS next week. Some want to solve their problems using a chatbot, while others prefer speaking to live agents – it all depends on the customer’s preference in question.

Even though end-users have demanded omnichannel experience in recent years, it is by no means the sole reason why any company should adopt it and offer it to their customers.

There are three main benefits a holistic omnichannel experience can help your clients and their customers – engagement, satisfaction, and optimization.

1. Maximize customer engagement

With a true omnichannel approach and provider at their side, your clients will be able to gather customer data in one location. This will, in turn, enable them to create detailed and accurate customer profiles they will be able to use to deliver omnichannel personalization at scale – leveraging each channel and piece of information to get to every one of their customers.

Omnichannel marketing automation allows your clients to drive revenue generation by engaging their customers using the right message over the right channels at precisely the right times.

2. Improve customer satisfaction

When thinking about showing the customer that their needs are in the center of attention of any business, one thing naturally comes to mind – solving their problems as fast and as convenient as possible.

To achieve this, customer service needs to be always-on and catered to the customer. This can easily be done with an omnichannel approach to personalize the experience for each customer. As mentioned before, customers prefer different channels and can even hop from one channel to the next as time goes by – while some quickly take up to calling, others instantly go to social media.   

This is where omnichannel support truly shines because it doesn’t only help the customer it also helps the agents streamline communications. Your clients can do this by organizing the customer’s entire conversation history in one place and equipping the customer service agents with all of the relevant information they need to address the issue at hand.

In the end, the omnichannel approach results in higher CSAT and NPS scores and reduced costs for your clients.

3. Optimize internal processes

It has never been easier to set up different types of chatbots, and as they’re evolving, so are the benefits of using chatbots.

By implementing AI-powered chatbots into the omnichannel mix, your clients can reduce the time their agents spend on FAQs and free up their time to handle more complex situations.

In the end, this allows your clients to be available instantly to their customers across multiple channels while also optimizing cost efficiency by reducing the cost of running their contact centers drastically.

How to monetize the omnichannel experience

There are four main ways you can create revenue by partnering with a communication platform provider.

1. SaaS (Service as a Service) monetization

One of the options to monetize a partnership with a communication platform provider is to get a revenue share from customer engagement solutions, for example:

Marketing automation – the revenue share here is connected to the number of engaged customers.

Cloud Contact Center – you can charge such a solution per agent license.

Chatbot building – you can charge these according to the number of communication sessions.

2. Channel usage fees

Every messaging channel has its audience and its price.

Capitalizing on different channels is an excellent option for an additional revenue stream, as you can get a substantial markup for each channel purchase.

3. Omnichannel professional services

To successfully launch and maintain an omnichannel strategy, various professional services need to come into play, for example: 

Project management – Lead the project from the initial definition of scope and monitor the going live and post go-live behavior.

Integrations – Create a bridge between two platforms. Our platform has easy-to-use APIs that can integrate easily into any existing IT ecosystem. Our APIs are being used by CRM, ERP, marketing automation platforms, chatbot building solutions.

Education and training – Train the key representatives on the client side about the ins and outs of a specific communication solution usage.

Offering these services doesn’t only create an additional source of income; it also helps you stand out to potential clients and improve existing client relationships.

4. Technical support fee

Every product needs IT support. You can create and offer different support packages, ranging from the basic ones such as best-effort support to premium packages where your responses need to be instant but can charge an appropriate price.

These are just some of the ways we can help you monetize the omnichannel experience.

Jul 13th, 2021
4 min read
Senior Content Marketing Specialist

Domagoj Puksec

Senior Content Marketing Specialist

Why your business doesn’t need to pay more for superior Voice services

How to evaluate the true cost and performance of your current Voice provider – especially in light of recent industry price increases – and learn how to find a new provider that can better meet your needs, at an acceptable price.

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With some vendors raising their prices for Voice US routes, many impacted businesses are rightly re-evaluating their Voice strategies as these increases not only disrupt budgets but also impact customer experience as features are withdrawn to save costs.

In this blog we look at how businesses affected by the price increases can reduce Voice costs without losing out on features, reliability, and reach.

The impact of price increases for Voice services

One major provider of Voice US routes has recently implemented pricing increases that more than double the cost of Voice services for US destinations.

  • Zone 1 (48 States): 88% increase
  • Zone 4 (High Cost Areas): 48% increase

To put this into context, if we take an average $0.005 increase per minute and then extrapolate this to the typical volumes of midmarket and enterprise businesses then we can see the immediate impact on operating costs.

Business Agent seats Annual minutes Price increase
Midmarket 250 25MM +$200,000
Enterprise 1,000 125MM +$625,000

Note that these are just the base cost increases and don’t take into account associated services, for example:

  • Connection fees
  • Call recording
  • Storage
  • Emergency calling
  • Insights and reporting

While these features are optional, they can significantly increase total costs if used frequently.

Facing these increases, some businesses may be tempted to look at lower tier Voice providers or use a combination of providers to take advantage of discounts on specific routes.

However, they should carefully consider the pros and cons of taking this approach where the only positive is a theoretically lower monthly bill.

The hidden costs of poor-quality Voice services

Dropped or poor-quality calls: Every dropped call wastes minutes and frustrates customers. If calls drop or lag, users are more likely to hang up without a resolution for their issue – but the business still gets billed.

Inefficient handling times: Low quality audio on Voice calls can increase AHT (Average Handle Time) and reduce FCR (First Call Resolution). As well as frustrating customers it also impacts staffing and operational costs.

Vendor fragmentation: Trying to reduce costs by managing separate suppliers for region-specific coverage leads to complexity and resource drain. What looks like a saving on monthly Voice costs just means increased staffing and administrative overheads.

How to evaluate the best Voice provider for your needs

Every business is different, but there is definitely some common ground when it comes to non-negotiable Voice requirements.

Here are some factors that you should be considering when looking to switch providers.

1. Call quality and reach

Providers that can ensure direct routes for Voice calls with zero hops mean reduced latency and noise, less dropped calls, and improved agent efficiency as a result.

2. Global coverage

Look for providers with global coverage, including local compliance routing. Even if you don’t need these routes right now, don’t put restrictions on future growth and new revenue opportunities.

3. Transparent pricing

Look for providers with clear pricing models, no hidden costs, and genuine discounts as you scale the number of minutes that you use.

4. Flexibility

Providers that offer traditional voice (PSTN) and digital voice (SIP) but also voice via more modern channels like WebRTC and OTT, and digital channels like WhatsApp and Viber.

5. Network ownership

Vendors that have their own infrastructure will have greater control over both the routing of calls and pricing, resulting in lower and more predictable costs and greater call clarity. They will also be able to resolve any issues far more quickly.

6. Unified omnichannel provider

We may be focusing on Voice now but remember that it just one of the channels that customers want to use to interact with your business. Look for a vendor that can provide SMS, WhatsApp, email, and other digital channels in one unified platform so that you can provide a consistently good customer experience across all touch points.

7. High quality support

Most providers say their prices include ‘customer support’ but in practice this can mean very different things. Look for a provider with a reputation for being responsive and proactive in resolving technical and network issues and has proven experience of different industries and global markets. This will be priceless when you need help with specific local compliance or implementation queries.

8. True value for money

As prices increase across the industry, you should ensure that you are getting bang for your buck. With the right provider you can reduce your Voice costs without sacrificing call quality, reach, or feature availability.

Migrating to Infobip’s voice service

If you have been affected by price increases from your Voice supplier, you may be looking to migrate to a provider that offers superior levels of service at a consistent, transparent, and fair price.

The migration process is probably far easier and less disruptive to your operations than you might think.

We have tools created specifically to help with migration, and for customers that want to keep their existing contact center or UCaaS/CCaaS solution and switch to Infobip for their Voice requirements, for example we have one that makes this simple and covers the following providers:

  • Cisco Webex
  • Genesys PureCloud
  • Twilio
  • Five9
  • Microsoft Teams

Infobip Voice statistics

3.5K Voice customers globally

195 countries covered

300 Voice connections globally with 145 direct connections in 69 countries

98% coverage in the US (49 states covered for CLEC license)

+100 billion voice minutes processed annually

Getting started

  • To migrate to Infobip Voice, you first need to create an Infobip account if you don’t have one already.
  • Register the number you wish to migrate through our Numbers app and provide specific details such as your current number provider and migration volume.
  • If you’re migrating a short code for the U.S., you will need to provide a CSCA receipt and a migration letter, as well as create a brand in the US Sender Registration app.
  • Create a brand in the U.S. Sender Registration app for the business associated with your campaigns.

When this is in place you can simply submit migration request and Infobip Support engineers will perform the migration on your behalf once they have checked the provided information to confirm feasibility.

You can then leverage our web interface or Voice API to route calls, send voice messages, and build Interactive Voice Response (IVR) flows.

Infobip voice features

In addition to benefiting from sensible and transparent pricing, here is an overview of some of the features that you can enjoy once you have migrated.

Customized call scenarios

Create any inbound or outbound call scenarios with our library of 60+ APIs, 50 events, and 100 languages supported.

Outbound voice messages

Use the Voice API to send messages, including one-time PINs read aloud, or create broadcasts over the web interface.

Text-to-speech

Convert text into audio files for voice messages, selecting from over 30 languages and 100+ voices.

Answering machine detection

Reduce costs by configuring the system to detect answering machines and choose to hang up the call or save the contact for a future campaign.

Start voice calls from a link

Call Link lets you instantly create a shareable link that starts a voice call with no app or account required. Just click the link to connect, making it perfect for one-time or urgent conversations.

Voice calls over the web

WebRTC lets you embed real-time voice (and video) calling directly into your website or mobile app with no downloads or plug-ins needed. With Infobip’s WebRTC SDK, developers can easily add calling features to their solutions.

Branded calling (Beta version available in US only)

Branded calling, or Branded Caller ID, is the next evolution on traditional CNAM (Caller Name), which displays caller names to add verified brand information into a phone call. With Branded Caller ID, customers can instantly see:

  • The brand name
  • Brand logo
  • Reason for the call

When it comes to updating your Voice strategy, we hope that we have provided all the information that you need to find a provider who meets all your needs, both today and tomorrow. As we have seen, cost is a factor that needs to be considered alongside quality, reach, features, and flexibility.

Want to see how Infobip can improve your Voice ROI?

Let’s run your numbers.

Why your brand’s app is anything but vogue

Ivan Ostojić

Chief Business Officer

When it comes to our wardrobes, stylists know that no matter how many trends we follow, we only wear 20% of our clothes 80% of the time. In other words, we naturally gravitate towards our favorite, tried and tested outfits time and time again. We may pack our wardrobes with options, but most of those never see the light of day. It’s the same principle at work when it comes to the mobile apps on our smartphones; over half of installed apps remain unused.

An average person has 40 apps installed on their phone. However, of those 40, only 18 apps dominate 89% of users’ time. Just like those loud printed trousers we were convinced we would one day wear, our smartphones are a digital wardrobe in need of a clear-out.

However, when the time comes to press the ‘uninstall’ button, we cannot help but think about the time, effort, and investment each brand has made in creating that dedicated app. While branded apps may have been de rigueur five years ago, the fad has proven to be a flash in the pan. As Gartner predicts, by 2025, 80% of customer service organizations will have abandoned native mobile apps in favor of omnichannel messaging to deliver a better customer experience.

A capsule approach to apps

Consumers appear to be suffering choice fatigue and are reducing the time spent across different apps. As a capsule wardrobe sees wearers favor a small selection of quality items, they are taking the same approach with apps.

With one in every two apps being uninstalled within just 30 days after download, losing about $57,000 per month as a result, it is a costly business to try to convert customers away from their preferred channels. Add in the investment required to maintain apps, and the allure of a brand app wanes further.

Now more than ever, delivering customer communications through already used and loved channels is a must. Rather than trying to tempt users away from their favored apps, it’s time to meet them where they are – be the perfect accessory, rather than reinvent their wardrobe.

While the most sought-after real estate is on customers’ smartphones, companies must consider what is most engaging and convenient through the lens of each customer. And just like fashion, what suits one customer may not suit another.

For example, research shows that the majority of users prefer using WhatsApp and chat apps as their preferred channel of communication, compared to social media or in-app messaging. For Xennials (35-44) and Gen Xers (45-54), whilst they are gradually getting comfortable with mobile-first communications, email remains a preferred choice.

This move towards more digitally-led communications will continue gaining speed, and brands must prioritize an omnichannel strategy that incorporates every applicable channel, allowing them to build a lasting connection.

The future of commerce

Moving away from apps doesn’t mean abandoning innovation or giving up on digital transformation. Quite the opposite.

After all, no two customers are exactly alike, and to match heightened expectations, we cannot adopt a one-size-fits-all approach. To craft great experiences, you need a clear picture of your customers; who they are, how they’ve engaged with you in the past, and what they are interested in right now.

It is our belief that the future of commerce lies in the heart of conversation. 

We are now moving into an environment called conversational commerce where you can do anything with a brand just with a conversation. Armed with the memory of every interaction that is fully scalable and the ability to utilize artificial intelligence to learn over time, conversational commerce can help businesses create the best personalized customer experience.

We are only on the cusp of the conversational commerce movement that could evolve in two ways – vertically and horizontally.

The recent launch of a Dior WhatsApp chatbot is one example where a vertical – in this case, the luxury beauty sector – has leveraged technology and conversational commerce to deliver innovative experiences across channels.

Horizontally, the next wave would be to create memorable experiences throughout the customer journey from authentication and activation through to purchase, providing a seamless end-to-end experience for the end customer all in one journey, that could also be rolled out across different verticals.

Meet customers where they are

Creating loyal, long-term customers means capturing consumers’ attention and serving them in places convenient to them.

Apps may have been the fashionable choice five years ago, but a simple conversation today is far more attractive to customers and far more sustainable for brands in the long run.

Companies keen to start this journey have the first-mover advantage on their side. By starting the experimentation process now, they can take the time to learn and adapt along the way to what works best for their business.

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Sep 15th, 2022
4 min read

Ivan Ostojić

Chief Business Officer

Why you need push notifications with SMS fallback

Senior Content Marketing Specialist

Martina Ivanović

Senior Content Marketing Specialist

Hyperconnectivity is the reality for most consumers and businesses today. It’s hard to imagine not being able to reach someone at any given time – or not being able to connect to your mobile data network or WiFi.

Still, it can happen. More often than we think.

With the internet so accessible, brands have begun to heavily rely on online communication channels to send transactional and promotional messages to customers. However, in cases when a customer can’t connect to those channels, it’s important for every brand to have a backup plan.

Here we share how setting up push notifications with SMS fallback can help you maximize reach for your customer communication – resulting in happier customers, higher satisfaction, and increased ROI.

Push notifications vs SMS notifications

If your brand has its own mobile app, it probably has push notifications set up. And if it doesn’t, it might have been considered at some point in time.

Push notifications are alerts that customers receive on their mobile phone – usually from an application. They pop up on the customer’s lock and home screens – and the goal, aside from informing customers of promotions or transactional events, is to bring them back to the brand’s app. In unique cases, brands might even set up geotargeted push notifications for customers passing by their stores. These are alerts that are received within a specified area – and the main goal is to increase foot traffic.

SMS notifications, on the other hand, are unrelated to a single app or website. Brands use SMS alerts for time-sensitive information such as delivery alerts, account top up reminders, or one-time PINs. Although business SMS messages come with character constraints – it’s one of the most reliable channels that isn’t dependent on an internet connection.

What is SMS fallback?

SMS fallback extends the functionality of a push notification by delivering your push messages as SMS messages instead. Businesses set up SMS fallback in cases when data traffic is unavailable.

For example, a customer places an order through your app and opts in to receive delivery updates. However, they decide to leave town for the weekend, and they turn off their mobile data to prevent unnecessary roaming charges. Luckily the brand they purchased from set up SMS fallback and the customer’s able to receive the real-time alerts on that channel rather than through push notifications.

Benefits of push notifications with SMS fallback

Although we’ve read about the benefits of both push notifications and SMS as standalone customer communication channels – here we highlight the benefits of using them together.

Higher deliverability

Push notifications, while engaging and time-sensitive, are not always the most reliable solution for getting important information to a customer. Combining the two channels will help you achieve higher deliverability in cases when a customer has their cellular data turned off.

Wider reach

Setting up SMS fallback can help you reach a wider audience. Not every customer will download your app and not every app user will opt-in to receive push notifications. Sending messages through one channel alone limits your reach. In addition, since every mobile device (smartphone or not) can send and receive SMS messages, your reach is sure to grow.

Customer loyalty

Growing customer loyalty is proving to be a competitive advantage in today’s noisy world. Push notifications with SMS fallback will help you stay proactive with your communication. Ensuring customers are always informed about their purchases, special offers, and your company updates will help you build a long-term relationship that they can depend on.

Better brand image

Brands must do what they can to meet (and often exceed) customer demands and expectations. SMS fallback can help you build a positive brand image by positioning you as a reliable and trusted brand. Giving customers the information they need more on time can result in positive reviews, higher customer satisfaction, and a higher NPS.

How to set up push notifications with SMS fallback

You can set up SMS fallback in a few simple steps.

  1. Create your push notification using Infobip’s online editor
  2. Set a specific time period in which you want your message delivered
  3. Mark SMS as your fallback option
  4. Edit your SMS message to fit within the SMS character limit if you want it to be delivered as a single message

To automate the entire process, we provide REST APIs. This means you can set up all of the steps above with just one API call.

Your push notification will be sent to all of your app users at a designated point in time. If the message fails to deliver, our system will keep retrying for the duration you configure.

When that period of time expires, SMS fallback takes over, and our platform sends an SMS to all app users who didn’t receive the push notification.

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Are you looking for a reliable Push and SMS provider?

Aug 2nd, 2022
4 min read
Senior Content Marketing Specialist

Martina Ivanović

Senior Content Marketing Specialist

Why people still matter in the age of AI – lessons from Adrian Swinscoe

Amid the race to deploy AI, many brands risk losing sight of the very thing they’re trying to improve: the customer experience. We spoke with CX consultant and best-selling author Adrian Swinscoe to understand why AI is not a silver bullet and what organizations must do instead to get it right.

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AI is transforming CX but not always for the better

AI is changing the game in customer experience, offering faster, smarter, and more personalised interactions. But as Adrian points out, the real value of AI depends on how well it fits into a broader CX strategy; one that puts human connection front and center.

And yet, he warns, companies often get distracted by the tech itself.

“Companies are too fixated on the tools,” he explains. “They’re buying technology and then figuring out what to do with it. That’s completely backward. AI isn’t a silver bullet; without a clear vision, even the most advanced technology risks falling short.”

Instead, Adrian urges organizations to take a step back. “Start with the experience you want to deliver. Then figure out how AI can help you get there.”

Data is only useful when it’s applied with intent

In the push for personalization, data has become a critical asset. But Adrian sees many businesses struggling with what comes next.

“Companies have massive amounts of data – sometimes so much they don’t know what to do with it or how to understand it.”

It’s all about using data with purpose and tying it back to how customers actually behave.

He tells the story of a bank in Australia that used machine learning to find customers who had products A and B but not C, even though they were likely to need it. These customers also happened to visit branches frequently.

So, instead of sending out blanket emails, the bank worked with frontline staff. When those customers came in, tellers were prompted to discuss product C. The result? A 40% conversion rate.

It’s a powerful case for combining smart data with a strong understanding of customer behavior.

Empathy matters just as much as automation

While AI effectively speeds up routine interactions, it can’t replace the human touch, especially when emotions run high.

“AI is great at handling repetitive tasks and providing quick answers. But when it comes to complex or emotionally charged interactions, the human touch is irreplaceable.”

Adrian Swinscoe

The best strategies balance automation and empathy. “It’s about how you want somebody to feel,” he says. “Do you want them to feel it’s easy to do business with you? That they get their questions resolved quickly? That they can escalate to a human being if that’s appropriate?”

When used well, AI doesn’t remove people from the equation. It enables them to do more of what they’re best at.

AI is a journey, not a quick fix

For Adrian, the biggest mistake companies make is treating AI as the destination instead of a tool. Too often, they lead with technology and try to retrofit CX around it. In his view, the companies that truly succeed flip the script, starting with the experience they want to deliver and then using AI to bring it to life.

He likens it to the creative process. “An artist knows what they want to create and picks the right tools to achieve that vision. You don’t get to a vision by just piling things on top of each other.”

Human-first, tech-smart: the way forward for CX

“Businesses’ biggest mistake with AI is focusing on tools rather than outcomes,” Adrian concludes. “AI should never be the centerpiece – customer experience should.”

Success comes from blending human intelligence with technological capability, and always keeping people at the heart of the process.

“Technology will move much faster than we as people will,” he says. “But we’re still at the beginning and end of everything. How we feel about stuff is the most crucial part.”

Adrian Swinscoe is a customer experience consultant, advisor, and best-selling author with over 25 years of experience developing customer-focused businesses. He has collaborated with organizations like Apple, Shell, and the Financial Times to enhance customer engagement and service delivery. Adrian is also a regular contributor to Forbes, sharing insights on customer service and experience. His notable works include the books “How to Wow” and “Punk CX,” which explore innovative approaches to customer experience.

Why Mobile Messaging Boosts Insurance Customer Experience

Insurance companies haven’t had it easy in the customer experience stakes.

In a recent Forrester US Customer Experience Index, just 17% of insurance customer experience (CX) scores received a ‘good’ rating.

So it’s no surprise that widespread CX transformation is underway in the industry.

Mobile messaging should be at the heart of this transformation.

The channel for empathetic interactions

Every insurer wants to deal with customers more empathetically. But how can they go about doing it?

For CX leaders, mobile messaging comes in at the top spot. On the consumer side, mobile messaging is second only to email.

But while email is effective for some communications, it doesn’t have the immediacy and ubiquity of communications via the mobile inbox. A compelling 98% of mobile messages are read, 90% of them within three minutes. Email open rates, on the other hand, are nearer 20%.

Everyone’s comfortable with SMS – even your older customer base. And developments in rich messaging are making multimedia experiences easier too.

Mobile app notifications are another possible channel for empathetic interactions.

But for insurance customer experience, mobile apps fail at the first hurdle: many consumers tend to feel the interaction level isn’t worth the download. Our research found only 16% of people felt branded apps were ideal for brand interactions.

A richer experience

So consider whether your customers actually need an app. Rich messaging (RCS for Android and Apple Business Chat for iOS) is an alternative option. It enables video-rich, interactive messaging – giving your customers an app-like experience, without ever downloading an app.

It means you can engage them with easy interactivity – for example, one-tap replies instead of having to type out a message. Rich messaging also offers customers the ability to send picture messages so they can document and share any damage to their property after a flood or car crash.

Importantly, rich messaging also ensures you can prove your identity to your customers. Mobile operators place strict controls on the registration of RCS channels, so it’s almost impossible for anyone to imitate your brand for fraudulent purposes.

Three big messaging opportunities for insurers

SMS can help insurers create empathetic moments throughout the customer lifecycle.

But there are three huge opportunities you can get started with. The first is the underwriting process, where complex forms can be replaced with simple text-to-quote workflows and friendly reminders to help your prospects complete the process.

At the other end of the insurance lifecycle, there’s the claims process. Like underwriting, claims processes are often complex and frustrating ­– so they’re a great candidate for simple, intuitive, messaging-based workflows. And with rich messaging on the rise, the claims process can be transformed by the efficient exchange of visual evidence.

Finally, one of the biggest opportunities is to use SMS to keep your customers (and their property) safe. For example, weather alerts can help homeowners protect their property before a storm hits. And avalanche warnings can keep your customers safe when skiing.

When your mobile messaging service is hooked up to your CRM and other systems, a whole range of automated interactions can be triggered.

May 13th, 2020
3 min read

Why martech platforms need an omnichannel partner 

Andy Gladwin, Partnerships & Messaging GTM Leader at Marigold, discusses the future of martech platforms and explains how the right omnichannel communications partner can help platform companies improve customer experience. 

Senior Content Marketing Specialist

Monika Lončarić

Senior Content Marketing Specialist

More and more businesses are understanding the need for personalized customer interactions on the most popular digital channels. Platform companies, specifically, that have adopted an omnichannel approach to customer communication have experienced positive results. 

To better understand the role omnichannel communication plays in platform success, we talked to Andy Gladwin, Partnerships & Messaging GTM Leader at Marigold

Watch the video or read on to learn how having the right omnichannel communications partner can help platform companies improve their overall customer experience and reach their long-term business goals. 

The evolution of customer experience for platforms 

Over the last three years, industries worldwide have had to quickly evolve in two key ways:

1. Physical to digital touchpoints 

The expectations of consumers have shifted drastically. Businesses have had to think about how to create greener and more hygienic solutions for users, and that means moving many physical interactions in the digital world. This has become a standard across industries, and platforms need to provide businesses with the right solutions to make this shift as seamless as possible.  

Consumers have become more aware and concerned about what data they are sharing with businesses and how brands are using their information. Things like GDPR, CCPA, the removal of cookies, and additional regulations around data collections have forced businesses to change how they obtain and use third party data. Martech platforms like Marigold try to provide simple solutions for brands to navigate these evolving changes with ease. 

The future of omnichannel customer experiences 

Everyone can still remember the web age when the move for brands to the digital world began with building websites and online stores. Then, thanks to smart phones, came the age of the app, and brands could reserve their own piece of real estate on a consumer’s phone.

We’re now living in the conversational age, where messaging is king, and brands can interact directly with customers on the channels they love.

Gladwin mentions that the thing to look out for in the future is who the main players are when it comes to business messaging. Right now, they include WhatsApp, Viber, RCS, and more, but with more social platforms emerging and providing businesses with a place to try out new use cases, brands shouldn’t be closed off to exploring different channels other than SMS or Email, be it on a regional or global level.

I think that these channels (WhatsApp, RCS, Viber) are going to mature, they may not be the same as what they are today, but my hope is that there is going to be greater adoption to be able to cater to consumers in an environment that is more preferred, habitual, native, richer, and more engaging.

Andy Gladwin

Partnerships & Messaging GTM Leader at Marigold 

How will this affect use cases?

Gladwin highlights that self-service use cases are likely to dominate in the future. Customers are looking for conversational experiences, but also expect to find fast, in-depth answers to their queries. The best part they can do this in environments and channels they are familiar with using.  

I think what will be interesting to see is how AI will start to complement this. At this stage it’s a ‘wow’ factor but is it driving efficiency for brands or is it losing the human content? There is also a fear of if it starts to go wrong how is data managed? This could lead to a drop in trust from consumers.

Andy Gladwin

Partnerships & Messaging GTM Leader at Marigold 

So, the combination of omnichannel self-service use cases and AI is certainly the direction we are headed towards, but brands should be strategic and careful about how to use AI when interacting with customers and evolve use cases as the technology evolves and strengthens.

Some potential use cases we might see more of for self-service can include:

  • Re-booking your own flight over chat 
  • Scanning a QR code to get details about how to build the furniture you bought 
  • Returning a product over chat 
  • Coordinating with a travel concierge  

Benefits of platform partnerships

If you look at serving the world’s brands, you need to look at the whole value chain to be effective in how you do that. 

Marigold takes care of marketers around the world across all verticals. But to provide deliverability, scalability, and connectivity – they must look to vendors to help them achieve the best results. 

We have customers that want to send SMS to any carrier around the world, and that’s exactly what Infobip helps us to provide.

Andy Gladwin

Partnerships & Messaging GTM Leader at Marigold 

But it’s not just about the reach, because not every message is equal. For Marigold, another great dependency is on tier ones. That’s why Infobip is a strategic partner because with tier one providers, there are less hops from sender to receiver, which means:

  • fewer points of failure 
  • greater service stability 
  • lower latency 

For us, it’s about reach, reliability and deliverability so that we can focus on the content and value for our customers and the deliverability is taken care of by Infobip.

Andy Gladwin

Partnerships & Messaging GTM Leader at Marigold 

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