In-App Messages: 10 Useful Psychology CRM Marketers Must Know

In-app messages have become a cornerstone of CRM marketing, providing a powerful communication channel to engage users, drive conversions, and build loyalty. Unlike push notifications or emails, in-app messages are highly contextual, appearing while users are actively engaging with your product, making them uniquely effective.

By leveraging psychological principles, CRM marketers can design impactful in-app messages that resonate with users, guide them toward desired actions, and strengthen long-term relationships. 

This blog explores 10 proven strategies rooted in psychology, backed by real-world case studies, to help CRM marketers optimize their in-app messaging campaigns. Whether you’re looking to boost conversions, foster loyalty, or improve customer engagement, these tactics are designed to deliver results.

Why In-App Messages Are Critical for CRM

In-app messages stand out from other communication channels by delivering contextual, timely, and personalized messages while users are actively engaging with your app. This makes them uniquely positioned to drive conversions, foster loyalty, and ensure high visibility. These advantages will be explored in detail throughout this blog, demonstrating how in-app messages can be tailored to specific psychological triggers to deliver exceptional results.

Image of in-app message with behavioral marketing
Source: Ideogram

General Implementation Tips

To make the most of your in-app messaging campaigns, apply these foundational practices across all strategies:

  • Leverage Advanced Tools: Platforms like Braze provide robust automation, segmentation, and real-time analytics to streamline your campaigns.
  • Segment Your Audience: Divide users based on behaviors, preferences, and lifecycle stages to deliver highly relevant messages.
  • Use A/B Testing: Experiment with different messages, visuals, and formats to identify what resonates best with your audience.
  • Monitor Performance Metrics: Track engagement, conversions, and retention to refine your approach continuously.

Scarcity and Urgency: Driving Immediate Action

Scarcity and urgency are powerful psychological triggers that compel users to act quickly. These strategies tap into the fear of missing out and loss aversion, both of which drive decision-making. Examples include:

  • Low Stock Alerts: “Only 2 items left-secure yours now!”
  • Flash Sale Announcements: “Limited-time offer: 50% off for the next 2 hours.”

Studies reveal a 226% increase in purchase intent when scarcity is emphasized (CrowdSpring, n.d.). For instance, Canva leveraged this principle by sending low-stock notifications during high-traffic periods, achieving a 20% increase in purchases in Q4 of 2020 (BarnRaisers, 2020).

How to Implement This Strategy:
Incorporate countdown timers to visually emphasize urgency. For example, ‘Offer expires in 03:59:12.’ Identify high-intent users to time these messages effectively.

Social Proof: Building Trust Through Others

Social proof taps into users’ natural tendency to trust the actions and opinions of others. Examples include:

  • Activity Updates: “Join 10,000 happy users who upgraded this month!”
  • Customer Testimonials: “Loved by over 1,500 satisfied customers.”

Nielsen reports that 83% of consumers trust peer recommendations over traditional advertising (Nielsen, 2015). Canva saw a 25% increase in conversion rates by incorporating customer reviews and ratings into their in-app messages (Braze, 2020).

Pro Tip: Tailor messages to user preferences, such as showing testimonials from local users or highlighting peers in similar demographics.

Personalization: Enhancing CRM Strategies

Personalized in-app messages significantly outperform generic communications by catering to users’ unique needs and preferences. Examples include:

  • Onboarding Messages: “Welcome, [Name]! Let’s set up your preferences for a better experience.”
  • Dynamic Recommendations: “Based on your last purchase, you might like these.”

According to Salesforce, personalization boosts click-through rates by 29% (Salesforce, 2021). Amazon exemplifies this approach with its recommendation engine, which contributes to 35% of its revenue by leveraging user data (BarnRaisers, 2020). To learn more about personalization, visit here.

How to Implement Personalization:
Use behavioral data and lifecycle stages to create messages that resonate with individual users. Incorporate details like names or locations to add a personal touch.

Personalization and onboarding in-app message in behavioral marketing
Source: Ideogram

Reciprocity: Strengthening Loyalty

Reciprocity builds loyalty by offering users something of value upfront, encouraging them to reciprocate through actions like purchases or engagement. Examples include:

  • Exclusive Offers: “Get a free eBook when you sign up today.”
  • Reward Programs: “Earn double points on your next purchase!”

Amazon leverages reciprocity through its Prime membership benefits, such as free shipping and exclusive deals, fostering long-term loyalty and increasing lifetime value (BarnRaisers, 2020). To learn more about Brand loyalty and trust, visit here.

Practical Tip: IAM Studio allows CRM marketers to deliver personalized rewards, such as birthday discounts or loyalty points, at scale.

Authority: Establishing Credibility

Authority signals, such as expert endorsements or certifications, build trust and boost conversions. Examples include:

  • Expert Recommendations: “Top-rated by industry experts.”
  • Certifications: “ISO-Certified for top security standards.”

Dell used authority in its CRM campaigns, showcasing industry certifications and Fortune 500 client success stories, which contributed to a 12% increase in quarterly revenue (BarnRaisers, 2020).

How to Leverage Authority:
IAM Studio makes it easy to incorporate trust signals like awards or endorsements into your in-app messages, enhancing credibility.

Consistency: Encouraging Habits

Consistency encourages users to stick with actions that align with their prior commitments. Examples include:

  • Profile Completion Prompts: “Complete your profile to unlock personalized features.”
  • Goal Milestones: “You’re one step closer to earning Gold Status!”

Cialdini’s consistency principle states that once people commit to something, they are more likely to stick to it, even if it’s small. Canva applied consistency principles during user onboarding by sending task-based prompts and in-app nudges to encourage gradual profile completion. This strategy reinforced small commitments, resulting in an 18% increase in onboarding completion rates (Braze, 2020).

Gamification Tip: Gamify user engagement by integrating streaks, badges, or progress milestones.

Emotional Resonance: Creating Deeper Connections

Emotionally resonant messages drive user engagement and loyalty. Examples include:

  • Celebratory Notes: “Congratulations on completing your first week!”
  • Encouragement: “Keep going-you’re doing great!”

Emotionally resonant messages help users feel understood and valued, leading to stronger loyalty and increased engagement. Emotionally connected users are 23% more loyal (Harvard Business Review, 2016). IAM Studio provides customizable templates to craft emotionally engaging messages that resonate with users on a deeper level.

Creating connect through in-app message and behavioral marketing
Source: Ideogram

Design Psychology: Impactful Visuals

Colors and design elements significantly influence user behavior. Examples include:

  • Urgency: Red conveys importance or limited-time offers.
  • Trust: Blue communicates security and reliability.

Dell optimized its in-app message visuals, achieving an 18% increase in click-through rates (BarnRaisers, 2020).

How to Use Design Effectively:
IAM Studio allows marketers to experiment with visuals and layouts to find combinations that drive the best results.

Cross-Channel Integration: User Journeys

Users frequently navigate between multiple platforms-apps, websites, and even physical touchpoints-making cross-channel integration essential for maintaining a consistent and engaging user experience. By ensuring your in-app messages align with other channels, you can reinforce key messaging and keep users engaged across their journey.

Examples include:

  • Email Follow-Ups: Send an email reinforcing an offer first introduced through an in-app message. For instance, “Don’t miss your chance! The sale you viewed in the app ends tonight.”
  • Push Notifications: Use web or mobile push notifications to remind users of abandoned carts mentioned in previous in-app messages.
  • Social Retargeting: Display ads on social platforms to users who interacted with an in-app promotion but didn’t convert.

Case Study
Dell integrated in-app messages with follow-up email campaigns to reinforce promotional offers. By aligning messaging across channels, Dell achieved a 15% higher conversion rate compared to single-channel messaging (BarnRaisers, 2020).

How to Implement Cross-Channel Integration:
Ensure consistent messaging across platforms by syncing user data. This approach builds a unified and seamless experience.

Anchoring: Highlighting Value

Anchoring shapes users’ perceptions by presenting reference points. Examples include:

  • Pricing Comparisons: “Upgrade for $49/month (was $99).”
  • Feature Highlights: “Get 5 extra features for only $10 more!”

Research by Tversky & Kahneman highlights anchoring’s effectiveness in decision-making (1981). By pairing anchoring with urgency, CRM marketers can further amplify its impact using IAM Studio.

Start Creating Impactful In-App Messages Today

In-app messages are an indispensable tool for CRM marketers, offering a direct and impactful way to engage users, foster loyalty, and boost conversions. By integrating psychological principles such as scarcity, personalization, and reciprocity, you can create campaigns that deeply resonate with users.

Ready to elevate your CRM strategy?
Start leveraging IAM Studio today to craft in-app messages that deliver measurable results.

Transform Your In-App Messaging with IAM Studio

Ready to put these 10 proven strategies into action?
Sign up for your 14-day Pro plan Free trial and discover how IAM Studio simplifies your in-app messaging campaign creation.

Image of In-app message and IAM Studio
Source: IAM Studio



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