

The Marketer’s Guide to Cross-Channel Success
Today’s customer journey is anything but linear. Your audience jumps from email to SMS, to in-app and back again. In The Marketer’s Guide to Cross-Channel Success, you’ll uncover how to break through the single-channel barrier and start delivering personalized, real-time experiences that meet your customers where they are. This guide unpacks the marketing mandate for today’s digital landscape—where static campaigns fall short and dynamic, AI-driven engagement takes the lead.
The Marketer’s Guide to Cross-Channel Success
Today’s customer journey is anything but linear. Your audience jumps from email to SMS, to in-app and back again. In The Marketer’s Guide to Cross-Channel Success, you’ll uncover how to break through the single-channel barrier and start delivering personalized, real-time experiences that meet your customers where they are. This guide unpacks the marketing mandate for today’s digital landscape—where static campaigns fall short and dynamic, AI-driven engagement takes the lead.


A New Marketing Mandate
Today’s customers don’t wait for scheduled sends—they move fluidly across email, SMS, mobile apps, and more. Legacy platforms and batch-and-blast tactics lead to disjointed messaging, missed moments, and diminishing returns.
It’s time to leave behind one-size-fits-all marketing and embrace real-time, customer-led engagement. For many teams, this shift is both exciting and daunting. Demand for personalization is rising, but outdated tech holds teams back.
The result?
- Struggling to break through the noise
- Fragmented data and systems
- Growing pressure to deliver faster
Modern marketing is about seamless, cross-channel engagement that meets customers where they are. And with cross-channel shoppers generating 30% higher lifetime value than single-channel buyers, it’s not just smart—it’s essential.
Breaking the Single-Channel Barrier
In this new marketing reality, merely broadcasting messages isn’t enough. Brands need to craft meaningful moments that feel natural and personal, driven by real-time customer signals.
This is moments-based marketing—where every interaction is hyper-relevant, intelligently timed, and tailored to individual preferences. Notably, 2 in 3 customers cite targeted messaging as a top reason to make a purchase.
That’s where modern marketing platforms, like Iterable’s new AI agent Nova, come in. Nova generates and optimizes high-performing content across every channel, so you can deliver personalized experiences at scale, with higher precision and faster than ever before.
Cross-channel isn’t just a tactic—it’s the key to making every customer feel like your only customer. In the rest of this guide, we’ll explore the full range of cross-channel capabilities our platform supports—showcasing how brands are using these tools to increase engagement, boost retention, streamline workflows, and drive measurable results.
And once you have a full picture of the channels available in Iterable, check out our Value Calculator to see how much value we can drive for your business based on real results from 1,000+ customers.
Channels Offered at Iterable
At Iterable, we’re all about helping brands build stronger, more meaningful customer relationships. Our AI-powered platform guides marketers with the insight and recommendations they need to create rich, cohesive, intelligently designed experiences across every touchpoint. Let’s explore the channels that make it possible.
Email is a cornerstone of digital communication, serving as a versatile messaging channel for sending text, images, files, and links to one or more recipients. Whether it’s a marketing campaign, transactional update, or customer support message, email remains one of the most effective ways to engage audiences directly in their inbox (both mobile and desktop).
Cross-Channel Impact
Automated, triggered emails generate 4x more revenue and 18x greater profits. Ditch the batch-and-blast and drive meaningful business outcomes.


SMS/MMS
SMS (Short Message Service) is a direct, high-impact messaging channel used to send short (typically 160 characters or fewer) text messages between mobile devices. It’s a powerful tool for marketing, alerts, and real-time notifications, ensuring messages reach customers instantly.
MMS (Multimedia Messaging Service) is an extension of SMS that allows users to send longer messages with multimedia content like images, videos, audio, and text. This makes it ideal for rich, visually engaging marketing campaigns that capture attention and drive deeper engagement.
Cross-Channel Impact
SMS has a 98% open rate with 95% of messages read within 3 minutes of receipt. These timely messages drive instant impact.


In-App Messaging
In-app messages appear within a mobile or web application while a user is actively engaged, making them a highly contextual and real-time communication channel. They’re used to deliver relevant information, promote offers, and guide users through key actions, all based on real-time behavior and interaction.
Cross-Channel Impact
Personalized app experiences can lead to a 20% increase in conversion rates. Recognize, reward, and educate users with relevancy.


In-Browser Messaging
In-browser messages appear within desktop and mobile web browsers while users are actively browsing, providing seamless, on-page engagement without disrupting the experience. They’re used to share information, promotions, or calls to action through banners, modals, or pop-ups—keeping users informed and engaged without requiring them to navigate off the page to a separate window.
Cross-Channel Impact
Studies show well-timed pop-ups and banners can boost conversions by up to 42.5% when optimized effectively.


Web Push Notifications
Web push notifications are short, clickable messages that appear in a user’s web browser—even when they’re not actively on the website. They’re perfect for real-time updates, promotions, and reminders, keeping users engaged beyond the site itself. Since they require user permission, they reach an already interested audience, making them a powerful tool for re-engagement.
Cross-Channel Impact
Web push notifications can reach over 80% of all internet users and increase website traffic by up to 25%.


Mobile Push Notifications
Mobile push notifications are real-time alerts sent to a smartphone or tablet from an app, even when the app isn’t open. They’re designed to re-engage users, highlight new content, and drive actions—whether it’s opening an app, completing a purchase, or staying informed with timely updates.
Cross-Channel Impact
48% of mobile app users made an in-store purchase after receiving a mobile push notification. And, they can boost app engagement by 88%.


Embedded Messaging
Embedded messages are displayed within your mobile and web apps using native interfaces—no overlays, pop-ups, or push notifications required. Designed to seamlessly integrate into the user experience, they appear based on real-time, per-user eligibility, ensuring relevant and unobtrusive engagement.
Cross-Channel Impact
Native ads receive 5-10x higher clicks than traditional ads because they blend into the interface to feel intuitive and natural.


WhatsApp is a widely used messaging app that allows users to send rich text messages, images, videos, and voice messages. Becoming increasingly popular for business messaging, WhatsApp is a key channel for promotional and transactional messages, as well as real-time service interactions, helping brands connect with customers in a familiar, conversational way.
Cross-Channel Impact
With over 2 billion users globally, WhatsApp offers a vast audience for personalized communication.


OTT Content
OTT (Over-the-Top) content delivers media services over the internet, bypassing traditional cable or satellite providers. With personalized messaging on platforms like Roku, brands can recommend content, deep-link to specific destinations, and drive engagement through seamless, interactive experiences.
Cross-Channel Impact
OTT ad spend is expected to reach $3.5B by 2026 — and it currently holds the title of fastest-growing local media segment because it offers a unique opportunity to enhance brand awareness.


And more… Don’t see the channel you need? No problem! With Iterable, you can extend campaigns beyond digital—from direct mail and social media to help desk ticketing and custom MTAs—by leveraging our partner ecosystem to create a fully connected experience.
Marketing Channel Comparison Chart
Channel |
How to Utilize? |
When to Utilize? |
What Format to Utilize? |
For providing context and direction around core product and brand messages with ease & efficiency. |
– Transactional updates– Customer support– Milestone celebrations– Brand/product news |
Text, images, files, and links | |
SMS/MMS | For driving urgency through brief, real-time messages that inspire relevant action. | – Exclusive offers– Flash sales– Confirmations– Reminders– Personalized win-back messages | SMS: Short text (160 characters) MMS: Text, images, videos, audio |
In-App Messaging | For optimizing engagement and conversion funnel metrics with unique experiences rooted in customer signals. | – Behavior-based recommendations– Guided tutorials– Feature discovery– Gamification | Text, banners, and pop-ups |
In-Browser Messaging | For capturing visitor attention at key moments while they actively browse, without requiring them to leave the page. | – Promotional offers– Feature announcements– Cart abandonment– Product recommendations | Banners, modals, and pop-ups |
Web Push Notifications | For re-engaging users outside of the website with their permission, bringing them back to your site with a single click. | – Flash sales– Order notifications– Cart abandonment– Event reminders | Short, clickable alerts, sometimes with images or rich media |
Mobile Push Notifications | For activating a passive audience with context-aware prompts that feel natural and valuable. | – Limited deals– Subscription alerts– Re-engagement prompts | Short text alerts with CTA notifications, sometimes with rich media |
Embedded Messaging | For delivering native, context-aware messages within mobile and web apps without disrupting the user experience. | – Helpful nudges– Personalized content– Milestone celebrations | Inline notifications, embedded banners, or dynamic modules |
For engaging users on a platform they frequently use, ensuring interactive, high-visibility conversations. | – Customer support– Product launches– Personalized offers– Order updates | Rich media and interactive elements like buttons and catalogs | |
OTT Messaging | For delivering non-intrusive messaging in a highly visual and immersive format within streaming platforms. | – Marketing campaigns– Localized promotions– Subscriber boost | Video, interactive overlays, branded ads, and deep-link notifications |
The Power of a Connected Cross-Channel Strategy
Static campaigns simply can’t keep up with customers who effortlessly bounce between devices and channels, expecting seamless, personalized experiences at every step. That’s why forward-thinking marketers are abandoning stuffy campaign schedules in favor of intelligent, always-on orchestration.
More channels don’t automatically mean better engagement—it’s how they work together that makes the difference.
Brands using three or more channels in a campaign see a 287% higher purchase rate compared to single-channel marketing.
When email, SMS, push, and in-app messaging work in sync, customers don’t just receive messages—they experience a consistent, intuitive journey. A centralized, cohesive strategy ensures that every touchpoint is relevant, timely, and designed to move customers forward—driving stronger engagement, retention, and lifetime value.
Optimizing Cross-Channel Orchestration With AI
Supporting multiple channels is just the first step—true cross-channel success comes from orchestrating them effectively. Without the right strategy, brands risk channel fatigue, message overload, or missed engagement opportunities.
Thankfully, modern marketers no longer have to rely on gut instinct or manual guesswork to reach their customers. Iterable Nova is the next evolution of Iterable’s AI-powered platform. Nova is designed to be prescriptive, conversational, and goal-based, so you can turn strategy into action, and insights into impact, across every channel.
Here are three ways Iterable empowers marketers to adopt an agile and always-on approach to cross-channel engagement.
- Channel Optimization: Not every message belongs on every channel. Iterable’s Channel Optimization analyzes user engagement patterns to determine the most effective channel—email, SMS, or push—for each message, ensuring higher engagement and reduced friction.
- Frequency Optimization: Too many messages can overwhelm customers; too few can cause missed opportunities. Frequency Optimization dynamically adjusts message volume based on user preferences and engagement trends, helping brands strike the right balance.
- Send Time Optimization: Timing is everything. Send Time Optimization uses machine learning to predict when each user is most likely to engage, delivering messages at the moments that matter most.
Cross-Channel Success: Real Brands, Real Results
The following success stories illustrate how brands at different stages of cross-channel maturity have evolved their communication strategies with Iterable. Whether expanding beyond email, bridging online and offline experiences, or achieving fully AI-powered orchestration, each example highlights key takeaways for marketers looking to modernize their engagement strategies.
- Start Simple: How Thirty Madison Expanded Beyond a Single Channel
- Build Structure: How Flipster Added Automation for Better Activation
- Elevate Engagement: How The Body Coach Created High-Touch Experiences Across Channels
- Scale with Personalization: How Sandboxx Reached Users in Real-Time
- Get Smarter: How Care.com Used AI to Maximize Efficiency and Relevance
- Close the Loop: How Madison Reed Bridged Online and Offline for a Truly Seamless Experience
Thirty Madison: Expanding Beyond Email to Boost Patient Engagement
How a healthcare company improved activation and retention by adding SMS
Goals
- Increase customer activation
- Improve subscription conversion rates
Channels Used
✅ Email
✅ SMS
Strategy & Execution
Thirty Madison, a virtual healthcare company, aimed to improve patient engagement by moving beyond email-only outreach. Initially, SMS opt-ins came late in the intake process, resulting in just a 6% opt-in rate. By shifting SMS collection earlier, combining it with email, and using AI to personalize timing and content, the team increased opt-ins, boosted consultation completions, and improved overall engagement.
Results
📈 50% increase in lead-to-subscription conversion
📈 Double-digit lift in consultation completion rates
📈 30% higher open rates and 7% increase in click-through rates
How Iterable Made It Possible
- Send Time Optimization (STO) – Thirty Madison used Iterable’s Send Time Optimization (STO) to avoid message overlap and deliver timely, relevant outreach that boosted 1:1 engagement.
- A/B Testing – Thirty Madison used A/B testing to validate the impact of shifting SMS opt-in earlier—resulting in higher opt-in rates and better message reach during the patient journey.
- Seamless Cross-Channel Execution – Thirty Madison automated messaging across email and SMS ensured consistent engagement at every touchpoint.
- Advanced Data Insights – Real-time analytics enabled Thirty Madison to track patient behaviors, measure effectiveness, and deliver meaningful moments-based messages.
Check out the full case study here!
Flipster: Accelerating Trade Volume With Email and Mobile Push
How a crypto exchange streamlined onboarding with automation and push notifications
Goals
- Improve onboarding and user activation
- Increase app downloads and engagement
Channels Used
✅ Email
✅ Mobile Push
Strategy & Execution
Flipster, a fast-growing crypto exchange, lacked a structured cross-channel strategy and relied on manual emails, making it hard to guide users through key steps like KYC and app downloads. After migrating to Iterable, the team used personalized email and push to streamline onboarding, drive first-time deposits, and boost trading activity—proving the power of cross-channel engagement for growth in a competitive space like crypto trading.
Results
📈 77% increase in trading volume
📈 2,206% increase in verified users
📈 223% rise in first-time depositors
How Iterable Made It Possible
- Seamless Migration Process – Iterable guided Flipster through a smooth three-phase migration, culminating in personalized messaging powered by rich user data like loyalty status and trading metrics.
- Cross-Channel Automation – Automated email and mobile push ensured a cohesive user journey across key actions from signup to active trading.
- Advanced Personalization – Flipster used segmentation to target users who hadn’t downloaded the app, launching an onboarding email with a 45% click-through rate that successfully reactivated dormant users.
- Real-Time Performance Insights – Live analytics provided the real-time ability to track user behavior, optimize engagement strategies, and drive higher retention.
Check out the full case study here!
The Body Coach: Creating High-Touch Fitness Journeys With Multi-Channel Engagement
How a health and wellness company personalized experiences across touchpoints
Goals
- Increase activation and engagement for new users
- Improve subscription conversion rates
- Re-engage inactive users and boost retention
Channels Used
✅ Email
✅ Mobile Push
✅ In-App
Strategy & Execution
The Body Coach needed to better engage and retain users but lacked a unified view across email and push. With Iterable, they connected email, push, and in-app messaging into one seamless experience—launching tailored onboarding and personal voice messages from founder Joe Wicks to inspire users. By removing engineering bottlenecks, the team can now quickly experiment and deliver real-time, personalized journeys that boost motivation and long-term retention.
Results
📈 10% reduction in inactive users within one business quarter
📈 60% completion within 3 days among users who received a push voice message
📈 Improved 30-day retention and increased member renewals
How Iterable Made It Possible
- Unified Customer Data – Iterable’s platform provided 360° customer visibility across all channels, allowing The Body Coach to deliver cohesive, relevant messages to users in different locations.
- Platform Ease-of-Use – Using Iterable’s in-app templates, The Body Coach launched “Voice Notes from Joe”—personal audio messages sent via push in under an hour to drive excitement and engagement.
- Behavior-Based Automation With Journeys – Triggered messages respond to user actions—like sign-ups or inactivity—with timely nudges across email, push, and in-app, keeping members engaged and supported throughout their journey.
Check out the full case study here!
Sandboxx: Connecting Military Communities With Real-Time Messaging
How a mobile app strengthened military connections through embedded channels
Goals
- Improve onboarding and activation
- Increase engagement with targeted promotions
- Boost retention and partner advertising performance
Channels Used
✅ Email
✅ Embedded Messaging
✅ SMS
✅ Mobile Push
✅ In-App
Strategy & Execution
Sandboxx, a mobile app for the military community, relied heavily on email—causing important updates to get missed and slowing user engagement. To improve timeliness and relevance, they added Iterable’s Embedded Messaging to deliver dynamic, personalized content directly in-app. This shift transformed onboarding and training, increased conversions through in-app promotions, and opened new revenue through partner advertising, while ensuring families stay connected with timely, mission-critical messages.
Results
📈 16% click rate
📈 538% increase in click-through rate vs. email-only campaigns
📈 2.7M impressions in their mobile app
How Iterable Made It Possible
- Embedded Messaging – Sandboxx delivered personalized, real-time messages within the app at key moments and across various use cases, increasing engagement, activation, and retention.
- Data Feeds – Sandboxx marketers don’t wait to get information to customers. Whenever a message is updated on their website, content is reflected in the app in real-time thanks to data feeds.
- Swift Implementation – API-driven Embedded Messaging was easy to integrate, requiring just one iOS engineer and one Android engineer to implement in 1-2 days.
Check out the full case study here!
Care.com: Gains Back 25% of Its Time With Iterable AI
How a leading marketplace connects people with caregivers through cross-channel marketing
Goals
- Increase engagement with timely messages and cohesive journeys
- Target promotional messages on the channel each customer prefers
- Boost user engagement and retention
- Reduce abandonment with message reminders
Channels Used
✅ Email
✅ SMS
✅ Mobile Push
✅ In-App
Strategy & Execution
Care.com, a leading marketplace for caregivers and families, needed a more efficient way to manage cross-channel campaigns without sacrificing personalization. By adopting Iterable and leveraging AI features like Channel Optimization, they cut manual work by 25% and shifted focus to strategy and experimentation. Iterable’s AI-powered platform enabled personalized, data-driven campaigns across channels—boosting engagement, satisfaction, and operational efficiency.
Results
📈 25% of time saved with Iterable’s automation tools
📈 Deeper understanding of customer behavior
📈 Faster testing and optimization
📈 Scaled operations without additional engineering support
How Iterable Made It Possible
- Iterable Studio – With Iterable Studio, Care.com automates its lifecycle marketing while managing message frequency—delaying or skipping emails if a user has already engaged with a push notification.
- Channel Optimization – If it’s a targeted promotional message, the team uses Channel Optimization, an Iterable AI feature that takes the guesswork out of which channel a user is most likely to engage with.
- Experimentation – Launched dozens of new experiments, such as the optimal sending order of email and push notifications for abandonment.
Check out the full case study here!
Madison Reed: Bridging Online and Offline for Seamless Experiences
How an online subscription tailored seamless cross-channel experiences for customers
Goals
- Improve onboarding and activation and subscription conversions
- Increase engagement through reorder and reactivation journeys
- Boost retention and revenue through greater customer lifetime value
Channels Used
✅ Email
✅ Web
✅ SMS
✅ Direct Mail
Strategy & Execution
Madison Reed offers a subscription for salon-quality hair coloring at home, alongside in-person Color Bars. To improve engagement, they adopted Iterable to replace their previous system—boosting personalization and cross-channel interactions. The shift drove a 45% higher upgrade-to-subscription rate and a 3% lift from direct mail. With integrations like Segment and Lob,, Madison Reed now runs automated, data-driven journeys that strengthen customer relationships, increase engagement, and drive revenue.
📈 45% increase in upgrade-to-subscription conversions
📈 3% incremental lift from the addition of direct mail
📈 Hours of engineering time saved
📈 Increased reorders, expanded customer base, and higher revenue
How Iterable Made It Possible
- Easy Integration – Iterable integrates with Madison Reed’s customer database and marketing stack, saving engineering time while enabling personalized messages based on each user’s hair color survey.
- Campaign Automation – Moments-based marketing messages are now triggered by individualized customer behavior, which increases reorders, expands the customer base, and grows revenue.
- Flexible Data Model – Iterable uses modern APIs and webhooks to simplify integrations and save engineering time—like Madison Reed’s use of Segment for data and Lob for direct mail.
- Personalized Journeys – With Iterable, Madison Reed can foster one-to-one personalization across channels, ultimately driving higher customer lifetime value.
Check out the full case study here!
The Future of Customer Engagement
Modern marketers aren’t running lackluster campaigns—they’re moving beyond the traditional campaign calendar entirely. The brands that thrive will be those that ditch the old playbook and embrace real-time, AI-driven, moments-based marketing, delivering dynamic, customer-led engagement across every touchpoint.
The brands that are paving this future are:
- Connected
- Data-driven
- Customer-obsessed
- Intelligent and always-on
Iterable is ushering in this new era, empowering marketers to turn signals into action, conversations into relationships, and moments into measurable impact.
The Iterable Value Calculator
Ready to enter the new era of moments-based marketing? With AI-powered automation, real-time personalization, and a truly unified customer view, Iterable empowers you to create, optimize, and measure every interaction—across every channel.
See the impact for yourself with the Iterable Value Calculator. By leveraging real results from 1,000+ Iterable customers, the calculator shows you how intelligent, personalized engagement can drive growth and efficiency for your business.
It’s time to leave the campaign calendar behind—and start creating moments that matter.
Want to put these insights into action? Request a demo today!