Keeping Your Users Engaged With Your Software
Keep Them Coming Back: How to Create a Monthly Engagement Plan for Your Users
Getting users to log in consistently to your software can feel a little like trying to get your dog to take a bath. They might know it’s good for them, but… they’d rather not.
But you and I know that consistency is everything. If your users only pop in once in a blue moon, they’ll never see real results. And when they don’t see results, they’re much more likely to cancel.
That’s why every partner needs a Monthly Engagement Plan for their users - a simple, repeatable strategy to keep users active, learning, and seeing value month after month.
Here’s how to make it happen (without adding chaos to your calendar):
STEP 1: Consistency Is King
User engagement isn’t magic, it’s momentum. The more consistently your users interact with the software, the more they see results… and the more likely they are to stay.
Think of it like going to the gym: skipping one day is fine, but skip a month and suddenly you’re “planning to start again next week.”
A steady engagement rhythm keeps users connected, confident, and committed.
STEP 2: Mix It Up (With Content That Keeps Things Interesting)
If every communication feels like a sales pitch, your users will tune out. The secret to keep them coming back for more? Balance.
Your monthly engagement plan should include a mix of:
Education: Short tips, tutorials, or quick-win challenges that teach users something new.
Updates: Product feature releases, product improvements, or success stories from other users.
Quick Wins: Small, actionable tasks that show immediate value (run a lead search, save a property, send a direct mail campaign, send a follow-up).
Variety keeps users engaged and predictability keeps them coming back.
STEP 3: Automate the Boring Stuff
You don’t have to remember to send reminders or follow-ups manually - that’s what automation is for.
Use built-in tools to:
Send automated email reminders.
Trigger check-ins after key milestones (like 30 days of use).
Share monthly “progress snapshots” so users can see how far they’ve come.
Automation = easy consistency without the burnout.
STEP 4: Measure What Matters
You can’t manage what you don’t measure.
Keep an eye on key engagement metrics like:
Logins - Are users showing up regularly?
Email opens and clicks - Are they paying attention to your content and which types of content are getting the most engagement?
Feature use - Which tools are getting the most use from your customer base?
These insights can help you fine-tune your monthly plan to focus on what your users want to see and what actually moves the needle.
STEP 5: Steal Our Template (Seriously)
Here’s the best part: you don’t have to start from scratch. We’ve created a plug-and-play Monthly Engagement Calendar that you can use to plan your outreach.
It includes:
A sample month of content themes.
Engagement ideas for each week.
Space to track goals and metrics for each piece of content.
We built it so you can stay consistent and keep your users active without spending your weekends writing emails. This editable calendar gives you a plug-and-play plan for consistent engagement, complete with weekly content ideas, action steps, and tracking fields.
Keep your users logging in and seeing value every month.
👉 [Click here to make your own editable copy of the Monthly Engagement Calendar]
Wrapping It Up
A solid Monthly Engagement Plan doesn’t just keep users logging in, it keeps them loyal. By showing up consistently, mixing useful content with quick wins, and automating your follow-ups, you’ll build stronger relationships and retain more customers.
Remember: engagement drives retention. Retention drives revenue.
And with our Monthly Engagement Calendar, you’ve already got the roadmap - all that’s left is to follow it.
Partner Resources
We’ve got your back! Check out the partner hub for ready-to-use content to help you keep users active, happy, and coming back for more.
👉 Partner Resources Can Be Found Here >>
Remember, we’re continually adding new partner resources for you, so check back regularly for updated content.
Interested in growing revenue by adding more optional tools for your users?
Contact us by submitting the form below.
