Email Marketing, Lifecycle Marketing, and Selling Online

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Email Marketing, Lifecycle Marketing and Selling Online December 2, 2014

Transcript of Email Marketing, Lifecycle Marketing, and Selling Online

Email Marketing, Lifecycle Marketing and Selling Online

December  2,  2014  

Agenda  +  Introduc3ons  +  Permission  Marke3ng,  List  Growth  and  

SPAM  Laws  +  Email  Campaign  Types  +  Defining  Goals  and  Repor3ng    +  Conduc3ng  a  Compe33ve  Analysis  +  Crea3ve  Best  Prac3ces  +  Tes3ng  and  Op3miza3on  +  Wrap  Up  

Introduc3ons  

Jamie  Frech,  VP  of  Strategic  Accounts  at  Shaw  +  ScoT    About  me:  I’ve  been  focused  on  digital  CRM  and  email  marke3ng  for  the  past  15  years.    I’ve  worked  for  brands  large  and  small,  agencies,  and  ESPs.    I  have  dedicated  my  career  to  digital  CRM  because  I  love  marke3ng  that  builds  rela3onships,  and  the  fact  that  you  can  see  the  impact  to  your  business  in  real  3me.      

Introduc3ons  

About  YOU!    How  long  have  you  worked  in  the  email  space?    What  are  some  of  your  biggest  challenges?        

Permission Marketing +  Intro  +  The  Laws  +  Your  Responsibility    +  Smart  List  Growth  

Email  is  Not  Dead  or  Dying!  

+  As  of  2013,  there  are  nearly  3.9  billion  email  accounts  worldwide,  with  that  number  expected  to  increase  to  4.9  billion  by  the  end  of  2017.  (Source:  The  Radica3  Group)      

+  For  every  $1  spent  on  email  marke<ng,  the  average  return  is  $44.25.  (Source:  emailexpert)      

+  44%  of  consumers  made  at  least  one  purchase  last  year  based  on  a  promo<onal  email  they  received.  (Source:  Convince  and  Convert)  

 +  BUT…Email  is  EVOLVING:  48%  of  emails  are  opened  on  a  mobile  device.  

(Source:  Litmus)        

Tech  Specs  of  an  Email  Message  

+  The  Envelope  §  Address  that  sent  the  message  §  Does  not  need  to  match  the  “from  

address”  §  Not  visible  to  the  recipient  

 

+  The  Header  §  Provides  vital  key  values  about  the  

sender  to  the  recipient  ISP  and  email  client  

§  Displays  rou3ng  informa3on  for  each  Mail  Transfer  Agent  (MTA)  that  passes  on  the  message  

§  Carries  a  3mestamp  

+  The  Content  §  What  the  recipient  sees  in  the  inbox        

Source:  hTp://wha3smyipaddress.com/email-­‐header  

   

Permission  in  the  USA  

+  Background  of  CAN  SPAM  §  Took  effect  on  Jan.  1,  2004  §  Focus  is  preven3ng  the  spread  of  misleading    

informa3on  and  provision  for  opt-­‐out    

+  Avoid  gejng  into  trouble  by:  §  Avoiding  misleading  headers  (to,  from,  and  sender  domain  must  be  associated  to  you)  §  Don’t  use  decep3ve  subject  lines  §  Iden3fy  the  message  as  an  adver3sement  §  Tell  recipients  where  you  are  located  §  Tell  them  how  to  get  off  of  your  list  §  If  they  unsubscribe,  honor  the  request  promptly  (within  10  days  max),  and  do  not  email  

them  again.  PERIOD.  §  Monitor  what  other  companies  do  on  your  behalf  §  More  info:  

hTp://www.business.mc.gov/documents/bus61-­‐can-­‐spam-­‐act-­‐compliance-­‐guide-­‐business  

 

USA  vs  CANADA  

How  do  you  stay  in  the  inbox?    

+  YOU  are  NOT  a  SPAMMER!  §  If  you  send  email  that  is  asked  for  and  relevant,  you  have  nothing  to  worry  about!!    

+  Spam  Complaints  §  If  you  are  sending  irrelevant  email  or  mailing  to  customers  with  ques3onable  opt-­‐in  

status,  they  will  vote  with  the  SPAM  buTon  §  Too  many  complaints  will  land  you  in  bulking  or  blacklist  jail  §  Keep  complaints  under  0.01%  if  possible  

 

+  Monitor  bounces  §  Hard  vs  Som:  Hard  bounce  is  usually  mailbox  not  found  or  fatal  errors;  Som  is  mailbox  full  

or  the  ISP  sending  you  a  “friendly  reminder”  to  clean  out  your  junk  data  §  Keep  Hard  Bounces  below  3%  and  Total  bounces  below  5%    

+  Know  your  open  and  click  rates  to  see  red  flags  §  Declining  open  and  clicks  rates  indicate  that  you  may  be  landing  in  the  junk  folder  

Why  Permission  is  Cri3cal  to  Your  Business  

+  Fewer  people  are  dele3ng  emails  without  reading  them,  and  there  is  greater    comfort  with  concept  of  user  control  

+  Permission  is  the  cri3cal  first  step  to  a  successful  program  

Grow  Your  List  Organically  

+  On  your  Website  Homepage  

+  What  I  like  about  this:  §  Samples  of  what  you  could  receive  §  Fun  brand  voice      §  Clear  Call  to  Ac3on    §  Offer  for  signing  up    §  CHOICE!  Don’t  like  email,  well  you  

have  other  op3ons    

 

Grow  Your  List  Organically  

+  On  ALL  Site  Pages      

+  What  I  like  about  this:  §  Persistent  global  footer  with  email  opt  in  §  Offer  CTA  embedded  in  the  form  element  §  CHOICE!  Don’t  like  email,  well  you  have  other  op3ons    §  Love  the  Top  Search  func3on  too!!  

 

Grow  Your  List  Organically  

+  In  Transac3onal  Emails  +  QR  Code  in  Store  or  Offline  Events  (avoid  collec3ng  hand  wriTen  emails)  +  On  Facebook  pages,  YouTube  Videos,  Blogs    

Ac3vity:  List  growth  tac3cs  

+  How  do  you  acquire  emails  on  your  website?  +  How  do  you  acquire  emails  offline?      

Email Campaign Types +  Promo3onal  +  Lifecycle  +  Transac3onal  

Email  Campaign  Types  

Promotional  

Newsletters  

Lifecycle  

Transactional  

Discounts,  Sales,  Product  Promo3ons,  Webinars   Monthly  Newsle;er  

Abandoned  Cart,  Product  Review,  Re-­‐ac3va3on,  Update  

Account,  Surveys  

Order  &  Shipping  Confirma3on,  Return  Order,  

Password  Request  

Email  Campaign  Types  

Promotional  

Email  Campaign  Types  

Triggered  

Email  Campaign  Types  

Transactional  

What    Defines  Each  Type  and  Examples  

+  Broadcast  Offer  +  Segmented  Offer  +  Announcement  +  NewsleTer    

+  Driven  by  Ac3on  +  Welcome    +  No3fica3on  +  Refer  a  Friend  +  Win  Back  +  Abandon  Cart/

Browse  +  Surveys  

 

+  Confirms  an  Ac3on  

+  Order  Confirma3on  

+  Shipping  Confirma3on  

+  Gim  Cer3ficate  

Promotional  

Triggered  

Transactional  

Ac3vity:  list  your  email  types  

Promotional  

Triggered  

Transactional  

35%  

45%  

20%  

15%  

60%  

25%  

Typical  Mix  

Triggered   Promo3onal   Transac3onal  

Mix  of  Program  Types  

+  Triggered  and  Transac3onal  Messaging  should  represent  50%  of  your  revenue  +  Promo3onal  Messaging  is  less  efficient  but  will  drive  revenue  

OUTER  RING  %  of  Messages  Delivered    INNER  RING  %  of  Revenue  Generated  

5  More  Reasons  to  Love  Lifecycle  Marke3ng  

In  case  you  need  more  convincing...  

Open  Rate  

Click-­‐Through  Rate  

Conversion  Rate  

Average  Order  Value  

Revenue-­‐Per-­‐Email  

Typical  Lifecycle  Email  Results  (Compared  to  Promo3onal  Email  Campaigns)  

Ç  75%  higher  

Ç  1.5X  higher  

Ç  2X  to  6X  higher  

Ç  3X  to  7X  higher  

Ç  80%  higher  

Defining Goals +  SWOT  Analysis  +  Customer  Profiles  +  KPIs  

SWOT  Analysis  

+  What  is  it?  §  Formal  process  to  reflect  upon  your  

program    

+  Why  is  it  important?  §  Helps  you  understand  where  you  stand  §  Helps  set  the  stage  for  priori3za3on    

 

+  Frequency?  §  Once  a  quarter  or  twice  a  year  

SWOT  Analysis  

Strengths  

+  Brand?  +  Performance/ROI?  +  Size  of  list/program?  +  Resources?    

SWOT  Analysis  

Weaknesses  

+  Limita3ons  +  Challenges  +  Where  do  you  fall  short?  

SWOT  Analysis  

Opportuni<es  

+  Should  have  at  least  5  at  any  given  3me  +  Should  use  opportuni3es  to  drive  

roadmap/planning  sessions  

SWOT  Analysis  

Threats  

+  Should  always  know  your  top  3  +  Should  be  able  to  turn  threats  into  

opportuni3es  

Ac3vity:  SWOT  Exercise  

+  Each  individual  has  10  minutes  to  generate  a  quick  SWOT  of  your  program    

+  Present  to  your  top  3  to  the  group    

+  Now  that  your  SWOT  is  complete,  how  should  you  approach  your  customers?    

 

Customer  Profiles  

+  Define  profiles  most  meaningful  to  your  business,  star3ng  with:      

Lapsed  

Inac3ve  

Create  Customer  Profiles  

Passive  

New  

Lapsing  

Ac3ve  

Registered  in  the  past  30  days  

Registered  >30  days  ago,  opened  within  the  last  30  days  

Registered  >30  days  ago,  opened  between  30-­‐90  days  ago  

Registered  >30  days  ago,  opened  between  90-­‐180  days  ago  

Registered  >30  days  ago,  opened  between  180  days  –  1  year  ago  

Registered  >30  days  ago,  never  opened  between  180  days  –  1  year  ago  

+  Define  profiles  most  meaningful  to  your  business,  star3ng  with:      

LTV  

Loyalty  

Create  Customer  Profiles  

Likely  to  ATrite  

Demographic  

Personas  

Psychographic  

Gender,  Income  Level,  Loca3on  

Social  Class,  Lifestyle,  Personality  

Cohorts  of  Psychographic  or  Demographic  ATributes  

Score  Based  on  Customer  Value  

Score  Based  on  Likelihood  to  ATrite  

Highly  Ac3ve  Customers  or  a  Formal  Program  

START  EARLY!      +  Key  stakeholders  need  to  determine  the  default  and  segmented  versions  

for  all  planned  campaigns    Determine  segmenta<on  strategy  +  What  product/category  story  needs  to  be  told?  +  What  is  the  promo3onal  strategy?  +  Who  are  you  targe3ng?  +  What  are  you  telling  everyone  else?    Determine  dynamic  modular  content  +  How  can  we  tell  the  product/category  story?  +  What  are  the  details  of  the  product/category  story?  +  What  are  the  messaging  needs?    

Segmenta3on  Planning  and  Process  

Planning  Ac<vity  +  Who  are  the  key  stakeholders  that  you  will  need  to  approve  your  strategy?    Determine  segmenta<on  strategy  +  What  product/category  story  needs  to  be  told?  +  What  is  the  promo3onal  strategy?  +  Who  are  you  targe3ng?  +  What  are  you  telling  everyone  else?    Determine  dynamic  modular  content  +  How  can  we  tell  the  product/category  story?  +  What  are  the  details  of  the  product/category  story?  +  What  are  the  messaging  needs?    

Ac3vity:    Segmenta3on  Planning  

Success  Metrics  Primer  

Measure  of  success  geIng  message  to    your  audience    

Measure  of  subscriber  interac3on  with  campaign  

Measure  of  financial  impact  

Delivery   Engagement   Revenue  

• (SubmiTed  –  Delivered)/SubmiTed  

Bounce  Rate  

• Emails  landing  in  inbox  

Inbox  Delivery  Rate  

• Unique  opens/Delivered  

Open  Rate  

• Unique  clicks/Delivered  

Click-­‐Through  Rate  

• Unique  clicks/Unique  opens  

Click-­‐to-­‐Open  Rate  

• Opt  Outs/Delivered  

Unsubscribe  Rate  

• Scomps/Delivered  

Spam  Complaint  Rate  

• Revenue  from  campaign  

Revenue  

• Orders/Unique  clicks  

Conversion  Rate  

• Revenue/Orders  

Average  Order  Value  

• Revenue/Emails  delivered  

Revenue-­‐Per-­‐Email  

• Gross  profit/Email  cost  

ROI  

Email  ROI  

Calculate  your  Program  ROI    

Gross  Revenue  from  Email      $123,456  

Total  Email  Marke<ng  Cost   $12,345  

Email  Marke<ng  Revenue  A\er  Costs   $111,111  

Revenue  from  Every  $1  Spent  on  Email  (Revenue  a\er  Cost  /  Cost)  

$9.00  

Benchmarks  

Type   Metric   Time  Period   Benchmark   %  Difference  

Delivery  Emails  Delivered   NA  

Bounce  Rate   NA  

Engagement    

Open  Rate     20.9%  

Click-­‐through  Rate   3.4%  

Click-­‐to-­‐Open  Rate   14.6%  

Unsubscribe  Rate   0.14%  

Revenue    

Total  Sales   NA  

Total  Conversions   NA  

Conversion  Rate   NA  

Average  Order  Value   NA  

Revenue-­‐Per-­‐Email   NA  

Competitive Analysis +  Approach  +  What  to  Look  For  +  What  to  Do  in  Response  

The  compe33ve  SWOT  Analysis  

+  Define  the  compe33on    +  What  strengths  do  you  see?    +  What  weaknesses  do  they  have?      +  What  opportuni3es  does  this  present  

for  you?    +  How  are  they  threatening  you?    

How  do  you  view  the  compe<<on?      

Tracking  the  compe33on  

+  Sign  up  for  their  email  program  §  Use  a  personal  email  address  §  Consider  using  more  than  one  address  

+  Browse  their  site  +  Purchase  or  follow  calls  to  ac3on  +  Check  your  email  +  Categorize  what  you  receive  into  email  

types  +  Revisit  your  compe33ve  SWOT  +  How  does  your  program  stack  up?  +  Create  a  process  around  tracking  the  

compe33ve  landscape    

Responding  to  the  compe33on  

+  Don’t  panic  §  If  you  are  deligh3ng  your  customers  

and  crea3ng  loyalty,  the  compe33on  is  just  a  FYI  

§  You  only  see  the  surface,  so  don’t  make  too  many  assump3ons  

 

+  The  biggest  compe33on  may  be  internal    §  Access  to  resources    §  Budgetary  cuts  §  Lack  of  a  plan  

 

Creative Best Practices +  Overview  +  Best  Prac3ces  +  Templates  +  Mobile  Considera3ons  

Why  a  good  email  is  hard  to  find  

+  Successful  email  crea3ve  requires  a  solid  understanding  of  how  people  view  and  act  on  email  messages,  and  how  design  factors  can  influence  behavior,  and  ul3mately,  results.      

+  Current  challenges  to  great  email  crea3ve  include:    §  Branding  guidelines  §  Marke3ng  objec3ves  §  Industry  standards  §  Produc3on  reali3es  

 +  Every  email  is  the  culmina3on  of  a  hundred  

liTle  decisions.  Learning  to  quickly  iden3fy  the  basics  will  enable  you  to  then  focus  on  eleva3ng  your  program  to  the  next  level  through  tes3ng  and  program  expansion.    

   

Current  challenges  for  email  

+  What  works  for  one  company  or  brand  may  not  work  for  another.  Even  within  a  company’s  email  list,  what  resonates  for  one  group  may  not  for  another.    

+  Ever  evolving  delivery  and  rendering  challenges  imposed  by  the  email  service  providers.    

+  Interpre3ng  and  understanding  performance  metrics.    

+  Integra3ng  new  technologies  and  data  sources  for  more  targeted  and  relevant  emails  communica3ons.    

   

   

Believe  best  prac3ces  are  best  prac3ces  for  a  reason  –  implement,  test,  repeat.    

 

Customize  to  meet  your  brand’s  objec3ves,  tes3ng  results  and  produc3on  reali3es.  

The  ABCs  of  email  crea3ve  

Acknowledge  the  current  crea3ve  limita3ons  of  the  email  channel.      

Basic  Best  Prac3ces  

+  Width  limited  to  500-­‐600  pixels  

+  Include  an  engaging  system  text  pre-­‐header  with  teaser  statement  and  CTA  

+  Quick  links  in  header  for  immediate  engagement    

+  Primary  real  estate  is  the  above-­‐the-­‐fold  mark  between  300-­‐500  pixels  ver3cally  and  horizontally  

+  Mixture  of  underlined  system  text  links    and  graphic  CTAs  throughout  the  email    

+  Personalize  content  whenever  possible  

   

More  Best  Prac3ces  

+  Use  interrupters  and  visual  prompts  to  guide  the  recipient  to  your  desired  CTAs    

+  Include  secondary  and  recovery  content  to  increase  engagement  opportuni3es  including  cross-­‐sell  and  up-­‐sell      

+  Social  media  push  –  F2F,  social  media  outlets,  SWYN,  progressive  profiling,  surveys    

+  Place  site  naviga3on  at  the  footer  of  every  email    

+  Avoid  dark  HTML  backgrounds  and  white  system  text  

HTML  vs  Plain  Text  

+  Email  is  one  of  the  most  personal  and  highly  visible  touch  points  between  your  brand  and  your  members,  advocates,  and  users  

+  Text  only  (or  mostly  text)  is  a  missed  opportunity  to  improve  interac3on  with  your  email  communica3ons  and  improve  overall  performance  

+  Key  benefits  include:  §  Be;er  inbox  recogni3on  §  Less  likely  to  be  considered  spam    §  Promote  brand  §  Complement  web  experience  §  More  flexibility  for  structure  and  content  

§  Help  facilitate  desired  ac3ons    

+  The  trick  is  finding  the  right  balance  of  HTML  and  graphics  appropriate  to  your  brand,  audience  and  marke3ng  needs  

Which  One  Are  You?  

There  are  two  types  of  readers:  those  who  look  for  words  then  images,  then  some  who  look  for  images  then  words.    Your  email  design  should  account  for  both  types.        

Templates:  The  Founda3on  of  Success  

A  well  designed  &  coded  flexible  template  will:  

+  Enhance  the  brand  experience    

+  Facilitate  engagement    

+  Simplify  the  campaign  produc3on  process    

+  Minimize  errors    

+  Improve  efficiency  

Think  Modular  

+  A  modular  template  is  a  series  of  stacking  pre-­‐designed  and  formaTed  HTML  content  modules  that  can  be:    

§  Removed  §  Rearranged  §  Repeated  

   In  any  configura3on  to  best  meet  the  needs  of  any  program  or  campaign    

         

Recommended  Modules  

1.  Pre-­‐header  2.  Header  3.  Main  Naviga3on  4.  Primary  messages  5.  Secondary  messages  6.  Ter3ary  messages  7.  Banners  8.  Naviga3on  bars  9.  Recovery  zone  10. Footer  

         

1  2  3  

4  

5  

6  

7  8  

9  

10  

With  the  Basic  Building  Blocks  

+  You  can  then  build  in  targeted  best  prac3ces  tailored  to  your  brand.  

Always  start  with  a  wireframe    before  jumping  into  design!  

Templates  in  Full  Design  

Design  for  the  Z-­‐curve  

+  Guide  readers  through  an  email  by  planning  the  layout  so  that  it  naturally  flows  with  the  reader’s  eye  movement  (lem  to  right  and  back)  using  the  “Z-­‐curve”.    

+  U3lize  visual  cues  to  clearly  indicated  your  CTAs  and  incorporate  interrupters  to  draw  the  reader’s  eye  to  important  content  and  offers.    

+  Always  remember,  if  a  reader  has  made  it  though  your  email,  but  has  not  taken  an  ac3on,  assume  he  or  she  is  interested,  but  has  not  found  anything  to  click  on  yet.  

         

Dynamic  content  

+  There  are  two  primary  reasons  to  incorporate  dynamic  content:  

§  To  increase  relevancy  by  targe3ng  recipient  preferences  or  behavior  

§  Facilitate  campaign  produc3on  &  deployment  by  brand  through  a  common  template  

 +  Dynamic  content  can  be  simple  system  text  

personaliza3on  to  a  banner/graphic  to  an  en3re  content  module  

+  A  well  designed  template  should  accommodate  the  expected  ranges  of  dynamic  content  while  maintaining  template  integrity    

 +  The  hard  work  with  dynamic  content  happens  on  the  

backend  and  is  greatly  dependant  on  available  data  and  the  technical  capabili3es  of  your  deployment  tool    

+  Dynamic  requirements  should  be  iden3fied  during  the  discovery  process  which  should  also  include  your  QA  tes3ng  plan  

+  Never  populate  informa3on  that  may  have  privacy  and/or  security  implica3ons  

A  li;le  dynamic  content  can  go  a  

long  way!        

Design  for  Above  the  Fold  

+  Need  to  remember  there  are  mul3ple  ways  for  recipients  to  view  your  emails  and  becomes  especially  challenging  with  image  blocking,  web-­‐based  email  clients  and  mobile  devices.    

+  Recipients  should  be  able  to  quickly  answer  with  images  blocked:      §  Who  are  you?  §  What  do  you  want?  §  Why  should  I  do  that?  

300-­‐500  pixels  

300-­‐500  pixels  

Interac3ng  with  Email  

+  Email  recipients  take  a  few  seconds  to  decide  if  email  is  worth  taking  a  closer  look.  Over  50%  of  the  recipients  do  not  scroll    

+  People  generally  read  lem  to  right,  top  to  boTom    

+  Readers  click  all  over  the  place  including  non-­‐clickable  areas    

+  The  first  paragraph  is  usually  the  most  read    

+  Recipients  don’t  usually  read  en3re  sentences  or  headlines  

What  is  Your  Recipient’s  Content  Tolerance?  

+  The  purpose  of  almost  all  email  messages  is  to  facilitate  engagement  and  guide  the  recipient  to  take  an  ac3on  on  a  web  page  whether  a  landing  page  or  website.      

+  Generally,  the  most  effec3ve  way  to  do  this  is  to  highlight  cri3cal  content  that  is  easily  scanned  and  supported  with  secondary  content.    

+  Challenges  to  success  include  inbox  compe33on,  emerging  communica3on  channels,  changing  consumer  habits  and  rendering  issues  

+  There  are  several  factors  to  consider  when  trying  to  determine  your  customers’  email  content  tolerance.  

§  Brand  enthusiasm  §  Message  cri3cality  §  Predicted  rendering  device  §  Historical  data  

Not  enough?  

Too  much?  

Tips  for  email  copy  

+  Remember,  this  is  a  one-­‐to-­‐one  communica3on  –  personalize  where  appropriate    

+  Use  bullets,  call-­‐out  sec3ons,  and  accented  text  to  communicate  your  message  clearly  and  easily  

+  Priori3ze  content  with  the  most  strongest  (primary  incen3ve,  relevancy,  etc.)    point  first  followed  by  secondary  points    

+  Calls  to  ac3on  should  have  the  three  C’s:  clear,  compelling  and  clickable    

+  Email  recipients  rarely  see  an  email  its  en3rety,  therefore  informa3on  hierarchy  is  cri3cal  with  the  most  important  towards  the  top  working  down  

Anatomy  of  a  great  subject  line  

Don’t…  +  Use  overuse  words  like  

FREE,  ACT  NOW  +  Use  excessive  capitaliza3on  +  Use  very  long,  wordy  copy  +  Go  for  the  quick  sell  at  the  

expense  of  rela3onship  +  Mislead  the  reader  

Do…  +  Make  it  relevant  +  Front-­‐load  benefits  and  ac3on  

words  +  Refer  to  brand  and/or  known  

items  of  interest  or  products  owned  

+  Refer  to  the  nature  of  the  offer  +  Use  words  like  “you”  and  

“your”  to  imply  personaliza3on  +  Conven3onal  wisdom  says  

subject  lines  should  be  <45  characters    

Test…  +  Long  versus  short  +  Exclusivity  (secret  sale,  

private  offer)  +  Personaliza3on  (name  or  

known  products  of  interest)  

+  Humorous/cheeky  +  Mysterious/teaser  

[Ac<on]  +  [Relevance/Urgency]  +  [Personaliza<on]  +    [Brand  Reference]  [Check]  +  [the  latest  scores  for]  +  [your  <Favorite  team>]  +  [at  <Newspaper>]  

Include  a  Pre-­‐Header  

+  View  online  &  view  mobile  versions  prompts  

+  Engaging  teaser  system  text  statement  

         

+  System  text  CTA  +  Safe  sender  prompt  for  welcome  

message  

         

A  graphic  postcard’s  best  friend  

+  Images  blocked            

+  Images  enabled  

         

System  text  header  naviga3on  or  links  

+  Images  enabled            

+  Images  blocked  

         

Always  have  a  back  up  plan!  

+  Naviga3on  bar  +  Social  media            

+  Promo3onal  banners  +  Logo  

         

More  examples    

+  More  recovery  zone  examples:  

Source:  wwww.emailclientmarketshare.com,  and  PEW  Internet  Study,  2013  

Mobile  considera3ons  

₊  90%  of  Americans  are  mobile  phone  users.    

₊  52%  of  Americans  use  their  mobile  devices  to  send  and  receive  email.        

₊  21%  of  Americans  mobile  owners  are  “cell-­‐mostly  internet  user  and  1  in  5  are  self-­‐iden3fying  as  cell-­‐only  internet  users      

₊  Worldwide  tablet  shipments  will  climb  from  256  million  in  2014  to  nearly  321  million  in  2015  …  while  desktops  and  laptops  will  experience  decline,  from  276  million  to  less  than  262  million.  

 

An  almost  impossible  crea3ve  challenge  

+  One  of  the  big  issues  is  finding  a  common  set  of  guidelines  to  support  mobile  message  design:      §  HTML  Support  §  Images  On  Automa3cally  §  Preview  Text  §  Auto-­‐Scale  Width  §  Font  Scaling  

§  Generally,  not  cost  effec3ve  or  prac3cal  to  support  every  device  

§  Make  sure  you  understand  your  data  to  determine  the  right  approach  

§  Tools  like  Litmus,  Return  Path,  and  Email  on  Acid  will  help  provide  this  data    

 

Designing  for  success  

And,  another  thing…  

A  mobile  friendly  message  ideally  connects  to  a  mobile  friendly  website.      It  does  not  make  much  sense  to  focus  on  one  without  the  other.            

Adding  social  media  to  the  mix  

+  Individuals  who  use  Facebook  or  TwiTer  at  least  1x  per  week  are  38%  more  likely  to  open  email  promo3ons*    

+  Social  media  makes  people  consume  more,  not  less,  email*    

+  A  year  ago,  probably  ~  18%  of  email  subscribers  regularly  visited  social  network  +  Now,  closer  to  ~62%*  

 +  Email  and  social  media  naturally  

complement  each  other  by  empowering  customers  to  tailor  the  rela3onship  to  their  preferences  +  Enables  more  opportuni3es  for  you  

to  “con3nue  the  conversa3on”  

 *  Source:  StrongMail  Systems  Inc.  Best  Prac3ces  in  Email  Deliverability:  Put  the  Ac3on  in  Transac3onal  Email,  2006    

Share  with  your  network  

Source:  BizReport  :  February  24,  2009,  “Is  SWYN  the  new  FTAF?”    

Key  considera3ons  when  developing  SWYN:    

+  What  drives  customers  to  share?  §  Contribu3ng  to  the  conversa3on  §  Self-­‐Interest  §  Altruism  §  Valida3on  §  Affinity  

 +  What  makes  content  shareable?  

§  Trustworthiness  §  Tribal  interests  §  Simple  and  obvious  §  Ease  of  sharing  §  Social  acumen  and  adop3on  among  

subscribers  §  Creates  value  §  Reward/Incen3ves  §  Content  

How  to  make  social  media  work  

Make  it  easy:  +  Use  a  bright  buTon/graphic  with  text  

link  to  grab  the  most  eyes  +  Keep  steps  to  a  minimum  

   Make  it  fun:  +  Keep  language  simple  &  upbeat!  +  Avoid  long-­‐winded  instruc3ons  or  copy  

that  might  make  “sharing”  sound  like  “work”  to  the  user    

Make  it  benefits-­‐focused:  +  Focus  on  relevant,  user-­‐oriented  

benefits  to  inspire  organic  sharing  +  Stay  away  from  company-­‐oriented  

benefits  and  impersonal  copy  that  sounds  “spammy”  

Last,  but  not  least…  

+  Above  all,  test  and  validate  your  email  using  a  checklist  tailored  to  your  program    

+  Even  the  smallest  error  can  be  a  costly  disaster  

         

Quality  Assurance  Checklist    

ü  Validate  client  requirements  

ü  Check  for  spelling  errors  ü  Check  for  grammar  errors  

ü  Validate  HTML  

ü  Check  links  &  alt  tags  ü  Validate  browser  compa3bility  

ü  Test  in  major  email  clients  and  browsers  

ü  Confirm  promo  and  tracking  codes  

ü  Confirm  dynamic  content  logic  

ü  Repeat          

Creative Best Practices +  Email  Makeover  

Email  evalua3on  

+  Missed  opportunity  in  pre-­‐header  to  highlight  offer  and  suppor3ng  CTA  

+  Email  width  is  650  pixels.  Target  width  should  be  500  to  600  pixels  as  there  is  a  risk  the  right  side  of  the  email  may  not  be  visible  

+  Informa3on  hierarchy  and  organiza3on  should  be  structured  so  there  is  a  clear  path  the  eye  should  follow.  The  two  sides  of  the  email  conflict  with  each  other  

+  Recipient  likely  has  to  scroll  to  find  the  primary  CTA  as  they  both  likely  both  below  the  fold,  and  there  are  no  text  CTA  alterna3ves  

+  No  recovery  content  and  CTA  as  well  as  no  naviga3on  bar  

Email  with  images  blocked  

+  Balance  of  system  text  and  graphics  is  essen3al    §  Up  to  59%  of  users  have  

images  blocked  §  Around  33%  of  users  

frequently  view  their  emails  in  mobile  devices  and  59%  on  occasion  

§  Up  to  50%  of  users  don’t  make  a  habit  of  scrolling    

+  Remember  the  three  ques3ons  every  email  recipient  should  be  able  to  answer  with  images  blocked:    §  Who  are  you?  §  What  do  you  want?  §  Why  should  I  do  that?  

Crea3ve  makeover  

+  The  big  reveal!  

Blocked  images  comparison  

+  It  is  important  to  have  a  strong  balance  of  graphics  and  system  text    

+  An  email  recipient  should  always  be  able  to  recognize  the  primary  message  and  suppor3ng  CTA  without  images  enabled  

 

TBD  

Top  5  enhancements  

1.  Modified  pre-­‐header  highlights  main  offer  with  mul3ple  suppor3ng  CTAs    

2.  Quick  links  naviga3on  bar  for  those  ready  to  take  an  immediate  ac3on  plus  suppor3ng  system  text  teaser  statement    

3.  Reorganiza3on  of  content  for  quick  scanning,  alignment  on  the  lem  to  ensure  display  in  preview  browsers,  stronger  balance  of  graphics  and  system  text  and  inclusion  of  mul3ple  text  CTAs  within  the  recommended  above  the  fold  mark    

4.  Alternate  naviga3on  links  and  reinforcement  of  brand  for  recipients  engaged,  but  have  not  taken  the  primary  CTA    

5.  Subscrip3on  Center  to  enable  recipients  to  update  contact  details  and  preferences  plus  addi3onal  subscrip3on  informa3on  

1  

2  

3  

4  

5  

Designing  for  the  subconscious  mind  

+  Guide  readers  through  an  email  by  planning  the  layout  so  that  it  naturally  flows  with  the  reader’s  eye  movement  (lem  to  right  and  back)  using  the  “Z  curve”    

+  U3lize  visual  cues  to  clearly  indicated  your  CTAs  and  incorporate  interrupters  to  draw  the  reader’s  eye  to  important  content  and  offers    

+  Always  remember,  if  a  reader  has  made  it  though  your  email,  but  has  not  taken  an  ac3on,  assume  he  or  she  is  interested,  but  has  not  found  anything  to  click  on  yet  

Ac3vity:  let’s  evaluate  email  crea3ve  

+  What  is  good  about  this  email?  +  What  could  be  improved?    

Ac3vity:  let’s  evaluate  email  crea3ve  

+  What  is  good  about  this  email?  +  What  could  be  improved?    

Testing and Optimization +  Why  Test?  +  What  to  Test?  +  Examples  

Why  do  you  need  to  test?  

+  Your  business  evolves  over  3me  as  does  your  customer  response  

+  Understand  where  to  invest,  and  if  your  program  is  incrementally  profitable  +  Stagnant  programs  yield  stagnant  results!      

 

Reminder 2 1 week after reminder 1

Reminder 2 48 hours after reminder 1 A   B  VS  

Reminder 3 1 week after reminder 2

Reminder 3 2 weeks after reminder 2 A   B  VS  

Reminder 1 24 hours after day 0

Reminder 1 48 hours after day 0 B  VS  

Testing

Day 0 ASAP Send as soon as abandon

event recognized

Day 0 X Hours Test latency of 2, 4, 6 or 8 hours A   B  VS  

A  

What  should  you  be  tes3ng  (basics)?  

+  Offers  §  %  off  vs  $  off  §  Value  of  offer  §  Expira3on  date  of  offer  §  Loss  leader  offer    

+  Timing  §  Time  of  day  §  Day  of  week  §  Timing  since  last  purchase/ac3vity    §  Timing  between  messages  in  a  series    

+  Content  §  Does  purchase  history  maTer?  §  Does  price  point  maTer?  §  Does  the  order  of  the  content  maTer?  

 

 

Offer  tes3ng    

+  Loss  leader—Boden!  +  Test  the  dura3on  of  the  

offer  3ers  +  Creates  a  sense  of  urgency  

to  get  the  beTer  deal  

Timing  tes3ng    

Reminder 2 1 week after reminder 1

Reminder 2 48 hours after reminder 1 A   B  VS  

Reminder 3 1 week after reminder 2

Reminder 3 2 weeks after reminder 2 A   B  VS  

Reminder 1 24 hours after day 0

Reminder 1 48 hours after day 0 B  VS  

Timing

Day 0 ASAP Send as soon as abandon

event recognized

Day 0 X Hours Test latency of 2, 4, 6 or 8 hours A   B  VS  

A  

Content  tes3ng  

+  ModCloth  currently  and  consistently  includes  Dresses,  New  Arrivals  and  Sales  in  their  naviga3on    

+  Test  alterna3ve    links:  §  Suppor3ng  primary  

content  §  Supplementary  to  

primary  content  §  Dynamic  based  on  

subscriber  click  ac3vity  

Make  tes3ng  part  of  your  plan!  

+  If  you  have  falling  open  rates,  test  subject  lines    

+  If  you  have  falling  click  rates,  test  content  

 +  If  you  have  falling  conversions/

revenue,  test  offers  and  3ming    

+  Use  campaign  level  hold  outs  to  determine  incrementality  

Building  a  test  plan  

+  Step  1:    Have  a  hypothesis  §  Example:  Conversion  rates  will  increase  by  x%  if  we  include  an  offer  in  

our  newsleTer  

 +  Step  2:  Document  your  approach  

§  Example:  50%  of  our  high  value  customers  will  see  a  banner  that  has  a  5%  off  offer,  50%  will  not  see  the  banner    

+  Step  3:  Define  your  success  metrics  §  Example:  30  days  amer  the  launch  we  will  compare  conversion  rates  of  

the  two  groups      

+  Step  4:  Run  the  test    

+  Step  5:  Analyze  the  results    

+  FINALLY:  Implement  the  winner!  

Ac3vity:  build  a  test  plan  

+  Hypothesis    +  Approach  

 +  Success  Metrics    

Extra Stuff to Take Home +  Holiday  Guide  +  Look  Book  

A  liTle  gim  to  take  home  

+  Shaw  +  ScoT  Holiday  Guide  and  Checklist:  §  hTp://shawscoT.com/ssBooks/S+S_2014HolidayGuide.pdf  

 

+  Shaw  +  ScoT  Crea3ve  Look  Book:  §  hTp://shawscoT.com/ssBooks/S+S_EvolvingtheInbox2014.pdf    

   

Thank you  Jamie  Frech  VP,  of  Strategic  Accounts  734.223.5994  [email protected]