In this guide

How to engage and convert prospects from every customer channel

    How to engage and convert prospects from every customer channel

    HERO, Optimizing the funnel

    Learn what drives buyers to your website and gets them to stay beyond the first click

    Marketers work so hard to drive prospects to their website using paid media, organic SEO, email, and social media, only for most visitors to leave as soon as they get there.

    Over 60% of visitors leave a website after viewing a single page. And what’s worse, most web and marketing teams have no idea why.

    Every departing visitor is a dollar lost in ROI. 

    It’s easy to fall into the trap of testing and optimizing for isolated moments—a single landing page, a CTA, a product detail view. But that won’t give you any insight into the customer’s experience across the entire digital journey, the most important factor in their decision to engage.

    Customers behave fluidly: they arrive, drop off, and return through different channels, and continue evaluating. From the moment a user clicks through from a paid ad, email, or organic search result, every touchpoint shapes perception, trust, and ultimately, conversion. 

    Digital marketers face an urgent imperative: deliver compelling, relevant and frictionless experiences immediately after the click—or risk losing high-value traffic. The best way to do that is to understand the customer’s preferences, behaviors and motivations at crucial moments in their journey.

    This guide helps web and marketing teams gain the insights they need to bridge the gap between acquisition and conversion. It outlines the tests to use, the tools to deploy, and the best ways to act on insights

    Why your visitors are leaving

    Even with growing investment in acquisition strategies, marketing teams are left with a critical blind spot: how users behave across their entire journey of engaging with a brand’s website. Most teams optimize their campaigns based on CTRs, CPMs, and CPCs—but lack visibility into the actual customer experience throughout. As a result, high-value traffic often drops off without explanation.

    Here are the four key challenges standing in the way of stronger channel engagement:

    1. Landing page experiences don’t match campaign expectations

    Most marketing teams know where their traffic comes from—but analytics don’t tell the full picture of customer expectations when engaging via different channels. A visitor clicking through from a sponsored social post might expect rich storytelling that continues the message delivered on social; a visitor from paid might anticipate immediate and streamlined access to the promoted offer. When the landing page fails to meet these expectations—due to inconsistent messaging, design, or navigation—users become disoriented and disengage.

    2. Analytics tools capture the sequence, but not the story

    Marketers often use web analytics to view behavior by screen, device, or channel. But analytics tools don’t show the human insights behind how users interact with a home page, or pricing, or conversion page. They don’t explain if users expected to see more information, felt overwhelmed, or simply didn’t find what they expected. Marketing teams are left guessing by testing incremental improvements through A/B testing, rather than improving the website customer experience through validated customer feedback. 

    3. Re-engagement is misunderstood

    Returning users often have different expectations. They might be further along in their evaluation, or returning to complete a task they abandoned earlier. Web and marketing teams with access to only site analytics are left guessing at customer expectations upon re-engagement. Do visitors want to restart their journey and refamiliarize themselves with offerings? Or would directing users directly to the last product they browsed be more effective? Rather than guessing, getting qualitative feedback can help teams build journey continuity into their websites to convert already-engaged visitors.

    Strategies to engage and convert every visitor 

    To increase channel engagement, marketers need more than click data—they need to understand user expectations, intent, and perception across the full journey. 

    That’s why testing how users experience your website across channels is critical. Whether they land from paid media, social, email, or organic search, every touchpoint should feel seamless, intuitive, and connected to the campaign that brought them there. 

    The following strategies help uncover the gaps that reduce engagement, and show how to use customer insight to build cohesive, high-performing journeys.

    Step one: Use web analytics to find where engagement breaks down

    Before making any changes, start by identifying where users are falling off or failing to convert. Use tools like Google Analytics, Adobe Analytics, or Hotjar to spot high-exit pages, bounce-prone traffic sources, or content paths with poor conversion rates.

    What to look for:

    • High-traffic pages with high bounce or low engagement
    • Funnels where visitors exit before completing key steps
    • Device or channel patterns (e.g., mobile drop-off or low conversion from email traffic)

    This step helps you prioritize where to focus your efforts—but it doesn’t tell you why users are dropping off. That’s where qualitative feedback comes in.

    Step two: Run task-based tests to understand real behavior

    Once you know where to focus, you can dive deeper into understanding the why behind what’s driving these behaviors. Test focus areas of your website by giving users realistic goals and observing how they navigate. Do they find what they’re looking for? Are they confident in their next steps? Task-based tests reveal usability issues, content gaps, or unclear navigational menus that block engagement.

    What to test:

    • Can users find a product or offer without confusion?
    • Do they complete key actions easily (e.g., check out, request a quote)?
    • Are they navigating in the way your landing page intends?

    How UserTesting helps
    UserTesting reveals the why behind behavior. Through recorded sessions, marketers can watch users navigate their site across multiple entry points and sessions—and understand  where confusion or misalignment occurs. AI-generated summaries highlight patterns like hesitation, frustration, or unmet expectations across touchpoints.

    Interaction testing

    Use interaction tests to capture how users behave and perform tasks within digital experiences—at scale. These tests emphasize quantitative metrics like task success rate, time on task, and click paths, allowing you to benchmark usability issues and identify patterns in where users struggle or succeed. 

    Then, dig deeper into the behavior you’ve just seen by adding a written response question to reveal qualitative insight. After a task is completed, you can add a ask users:

    • What did you expect to find on this page?
    • Was anything confusing or unexpected about this experience?
    • What would make this process easier or more intuitive?

    This hybrid approach lets your team quickly quantify success and understand user intent—without needing to review long think-aloud recordings. It’s ideal for high-volume testing on landing pages, product flows, or CTAs where small changes can yield big gains.

    Customer success in action: Purina increases mobile engagement by 365%

    Purina wanted to better understand how dog owners engaged with the Pup Powered app—especially users arriving from social media and email campaigns. UserTesting uncovered that users struggled to find and complete challenges due to confusing navigation and unclear next steps. After redesigning the app flow based on real user feedback, Purina saw a 365% increase in engagement and significantly higher task completion from campaign-driven traffic.

    It’s quick and easy to set up tests with UserTesting - and, with the help of the Contributor Network, the results come back to us quickly. Those insights help us make the app better.
    Karen Marchi Product Owner, Purina
    Karen Marchi Product Owner, Purina

    Step three: Validate messaging and expectations across traffic sources

    Each acquisition channel creates a different set of expectations. Paid traffic expects urgency. Email might cue loyalty. Social implies visual storytelling. If your landing page or entry experience doesn’t align with those expectations, users bounce—even if the page works technically.

    What to test:

    • Is the message consistent with the ad, email, or post that brought them in?
    • Does the page reflect the mindset of the channel—exploration, urgency, trust-building?
    • Are CTAs and offers clearly visible and aligned?

    How UserTesting helps
    Create tests by device, or tests that ask participants to engage with your site after viewing content from various channels to understand how customers perceive your messaging, layout, and calls to action. For example, you can ask, “Imagine you clicked this page from a paid ad promising 20% off,” or “You’ve opened this from a friend’s Instagram post”. 

    Then, compare expectations and behavior by acquisition path—and tailor experiences that resonate more effectively for each. Use AI summaries to quickly compare how each audience perceives and interprets the same page. 

    Think-out-loud tests

    Consider running a think-out-loud study, where participants verbalize their reactions as they experience the page. Think-out-loud studies are ideal for identifying unspoken frustrations or mismatches between user assumptions and the content presented. For example, you might hear a user say, “I thought I was getting a discount, but I don’t see it mentioned anywhere,”—a signal that your value prop or layout is breaking trust.

    Think Out Loud studies are especially valuable in early-stage feedback and can reveal usability or clarity issues that structured tasks may miss. They help uncover what users believe is happening—not just what they do—giving web teams powerful insight into misaligned expectations or ambiguous messaging.

    Customer success in action: HP enhances conversion by optimizing navigation

    HP wanted to improve the performance of their product pages and reduce drop-off across key acquisition channels. Through UserTesting, HP identified that inconsistent navigation and unclear page layouts were creating friction for visitors arriving from paid and organic search. By simplifying the menu structure and clarifying product categories based on real customer feedback, HP was able to guide users more effectively through the site. The changes led to a 3% increase in conversions and improved engagement across their top entry pages.

    UserTesting builds consensus almost immediately. When my stakeholders watch and listen to real customers experience our site, it's like an 'ah-ha!' moment that settles debates.
    Nikhil Kalanjee, Global Digital Customer Experience Innovation, HP Inc.
    Nikhil Kalanjee Global Digital Customer Experience Innovation, HP Inc.

     

    Step four: Improve re-engagement experiences with journey-based testing

    Returning users often have higher intent than first-time visitors, but they’re frequently served the same generic experience. Many sites guess at what a returning visitor expects. Deeper, open-ended testing helps web teams understand how to provide continuity and relevance for their visitors. It uncovers what returning visitors expect, what they remember, and what makes them feel like they’re progressing.

    What to test:

    • What do returning users expect to see when they re-enter your site from a campaign, retargeted ad, or email?
    • Do they notice any cues that acknowledge their previous visit (e.g., remembered cart, saved search, recent product viewed)?

    Does the experience help them feel like they’re progressing—or starting over?
    What content or design elements would make their return feel more seamless?

    How UserTesting helps

    With UserTesting, you can simulate multi-session behaviors by designing tasks that prompt users to return to a site after a break or from a different source. Ask users to re-enter as if they’re following up from a previous visit—like coming back to complete a purchase, revisit an offer, or explore something they saw earlier.

    Encourage open-ended feedback and use think-out-loud tasks to explore questions like:

    • “What were you expecting to see when you returned?”
    • “Does the site seem to remember or support your previous activity?”
    • “What feels helpful or missing in continuing your journey?”

    Step five: Share customer feedback to align teams and drive action

    The most effective website improvements don’t just come from insight—they come from shared understanding. When marketing, web, UX, and product teams are aligned on what users experience, it’s easier to prioritize the right fixes, build better journeys, and reduce internal friction.

    But raw data alone isn’t persuasive. To create alignment, you need to translate user feedback into clear, shareable insights that are easy for stakeholders to consume and act on.

    What to do:

    • Organize feedback by issue type, journey stage, or team priority
    • Use video clips and summaries to bring real customer voices into planning
    • Turn insights into structured, repeatable reports for wider visibility

    How UserTesting helps
    After you’ve tested, make use of embedded functions to share your findings across functions to drive alignment. 

    • AI Summaries instantly condense long sessions into actionable summaries with linked evidence. This helps busy teams get up to speed quickly and spot recurring pain points across tests.
    • Insights Discovery uses AI to surface key patterns, themes, and user sentiments across multiple tests and data sources—helping you find common blockers, misunderstandings, or usability trends without hours of manual review.
    • Insights Reports allow you to compile videos, written responses, and test summaries into structured reports that support decision-making. Add key quotes, link directly to test moments, and collaborate with your team in real time.
    • Highlight Reels make it easy to showcase the moments that matter. You can create a highlight reel of users missing a CTA, stumbling through navigation, or reacting to unclear copy—and send it directly to stakeholders or use it in presentations.

    Together, these tools help you move from isolated feedback to organization-wide alignment—so everyone, from designers to execs, can see exactly what customers are experiencing and why it matters.

    Converting prospects from every customer channel

    Channel engagement isn't won with guesswork or isolated metrics. It's earned by delivering experiences that reflect what users actually want, expect, and need in the moment. By combining analytics with real human insight, you give your team the power to move faster, make smarter decisions, and build journeys that convert—across every touchpoint. Whether you're testing navigation, messaging, re-engagement, or design flows, the strategies in this guide help you close the gap between traffic and action. When you understand the why behind user behavior, you're not just improving conversion rates—you're delivering an experience that works for every customer, on every channel.

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