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Email Customer Lifecycle

DMA North: Email customer lifecycle

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Page 1: DMA North: Email customer lifecycle

Email Customer Lifecycle

Connect with the DMAhellip

bull The tag for this event is dmaemail

bull LinkedIn DMA Direct Marketing Association (UK) Limited

bull Twitter DMA_UK DMANorth

bull DMA Website httpwwwdmaorguk

bull Email dmadmaorguk or eventsdmaorguk

bull Phone 020 7291 3300 or 0161 918 6722

Todayrsquos agenda

bull 1330 ndash 1400 Registration and Coffeebull 1400 ndash 1410 Welcome and Introductionbull 1410 ndash 1440 Grow your lists Kieran Shanahan DMRIbull 1440 ndash 1510 Convert those lists Stefan Elliot Six Serving Menbull 1510 ndash 1540 Refreshment Breakbull 1540 ndash 1610 Engage your customers Andrew Campbell

2020 Dialoguebull 1610 ndash 1640 Win them back James Bunting

Communicator Corpbull 1640 ndash 1700 Panel Debate and Close

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

List GrowthPresented By Kieran Shanahan

wwwdmricouk

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Content bull Optimising your sign up page bull How to encourage the right people to sign up bull Maximising off line Social media content sites etcbull White labels and Content bull Using 3 parties to Grow Your Lists

bull Data Validation and Appendbull List rental bull Lead generation

bull Foundations for List Growthndash

CDI and MDMbull Summary

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Optimising your sign up page

bull What was the last thing you signed up for and why

bull Has your own website got appeal

bull What information are you asking for and why

bull Is it clear what you are signing up for

bull Are expectations managed

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

What sort of sign up will work for you

HelloWant to sign in

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

bull Have multiple places to sign up

bull Direct traffic from high traffic areas and Social Networks

bull Explain what they are signing up for

bull Explain what will happen

bull If you need anything more than email and name explain

why

bull Make it simple and sell the benefits

How to encourage people on your site to sign up

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Case Study‐

Win4now on Experimently

Control

Variation 2

ResultsAdding a simple graphic

in the header of landing

pages rendered a 31

increase in sign‐ups at a

confidence level of 86

(This later rose to 95 after an

further 2 week test)

Good Further Examples on

httpwhichtestwoncom

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

And Finallyhellip Configure Analytics and AdWords goals for Registrations Optimise

campaigns for thishellip

More Info See Occamrsquos Razor

by Avinash Kaushikhttpwwwkaus

hiknetavinash

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Social Media and Offline Collect sign ups to your company at all

opportunities

bull In Store bull Telephone bull Postal bull Facebook (eg Wildfire)bull Twitter

Whenever you have the opportunity to

engage with customers and potential

customers offer them additional ways to hear

from you

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

White labels and Content White labels can be used to provide content for your website which will

encourage your visitors to register

The user is already on your website so has identified themselves

as someone

who has potential to engage with you However in order to register they need

an additional reason to part with their details

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

White label ndash Case Study ndash Now Magazine Now Magazine wanted to increase the

number of registrations

bull DMR integrated the instant win mechanism

across the site running a number of content

related competitions

bull In the first month 8000 additional

registrations from their own users

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

List Growth using 3rd Parties

1) Database enhancementA number of industry suppliers hold up‐to‐date and sophisticated software to enhanceyour existing data

(i) Data Validation‐

Experian QAS and GB Groups example Incorporation into your

sign‐up pages can help ensure correct details are logged and common entry mistakes

avoided in real time

(ii) Data Appending ndash

Several companies offer services to append missingincorrectly collected incomplete or out of date records with correct updated records

PLUG PLUG PLUG DMRi data pools derived from motoring insurance and

lifestyle sources totalling ~60million records

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

2) 3rd

Party Lead Generation bull This is when another company collects leads on your behalf

bull Many different approaches to lead generation

bull This data is unlikely to convert at the same rate as data collected on your own site but when done correctly can add additional valuable members

bull Keep in mind ROI High volumes of people on your list are only any use if they are the right people and actually want to hear

from you

bullOnly pay for data fields you are going to use

bull Test Monitor Test Monitor Test Monitor

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Examples of Online Lead Generation

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

bull 3rd

Party List Rental represents data records rented from another company

with the intention of communicating a marketing message to this list

bull There are two main types of list rental

1Where you send the email and the email comes from you

2Where the company who owns the data sends the email but the majority of

the email message is promoting your company

3) 3rd

Party List Rental

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

3rd

Party List Rental cont

bull When 3rd

Party List rental can workbull When 3rd

Party List rental will not work

What to consider when considering 3rd

party list

rental + Price + Age + How often is it emailed+ Compatibility + Test

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Foundations of Growing your Database CDI amp MDM

Customer Data Integration (CDI)‐

Establishing a standard process format for each

version of a customer record to be integrated into your database

Master Data Management (MDM) ndashA set of data governance standards processes

and metrics to ensure that databases are maintained

Conducting a Data Audit‐

Identifying all online and offline sources and documenting

data flows to find out how you can improve efficiency and maximise data return and

minimise opportunity cost

(Barclays est annual pound10million marketing savings in targeting and pound11 million maintenance from enterprise data and

warehousing‐

Effective IT Report (Information Age 2005))

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Summary bull Make sure you have maximised all internal options first and audited your data capture processes

bull Engage with your existing database and find out what triggered them to sign up and use this

information to make improvements

bull Give people a reason to sign up

bull Tell people what you are going to do and do it

bull Make it clear that people can unsubscribe easily

bull Use other touch points to collect email

bull Once internal options have been maximised consider 3rd

party options chose wisely ask lots of

questions test monitor and re‐monitor

bull Review regularly

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Thank you for listeninghellip

For Further reading please download the DMA white paper on3rd

party List Rental and Data

Capture

Kieran ShanahanMarketing amp Partnerships Manager

kierandmricouk0114 2815760

Sara WattsDirector

saradmricouk0114 2815760

About DMRi

Data Media amp Research Ltd have been at theforefront of digital marketing since the companywas established in 1995

Members of the Direct Marketing Associationsince 2002 ‐with representation on the Email Marketing Council and Legal and BestPractice Hub‐DMR proudly promotes and standsfor best industry practices in online datamarketing

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

6smcouk SixServingMen

Card playing Monkeys Dogs amp Bruce Forsyth

Stefan Elliottstefelliott6smcoukSixServingMenStef_Elliott

SixServingMen 6smcoukTuesday 01 May 2012

Page 23

Charlene Li amp Josh BernoffGroundswell Authors

We are all learning here ndash the best listeners will end up the smartest

SixServingMen 6smcoukTuesday 01 May 2012

Page 24

I keep six honest serving men they taught me all

I knew Their names are

What amp Why amp When and

How amp Where amp Who

Confidential

SIX SERVING MEN

RUDYARD KIPLINGRUDYARD KIPLING

SixServingMen 6smcoukTuesday 01 May 2012

Page 25

Why to Do 3

Where When Who - IntroductionsWhere When Who - Introductions1

Why What How 2

AGENDA

How to Do 4

What to Do 5

Questions

SixServingMen 6smcoukTuesday 01 May 2012

Page 26

100+ million websites

WHY EMAIL IS IMPORTANT

SixServingMen 6smcoukTuesday 01 May 2012

Page 27

Indirect

DIGITAL TRAFFIC - LANDSCAPE

Direct

3rd party referral sites

Social Media

Search

External SitesPartner Sites Suppliers Professional Bodies Affiliates Other helliphelliphellip

Visitors have multiple entry points and objectives for using your Digital assets Visitors have multiple entry points and objectives for using your Digital assets

SixServingMen 6smcoukTuesday 01 May 2012

Page 28

DIGITAL GOALS

Who

Tuesday 01 May 2012 Confidential

Why

How When What Where

SixServingMen 6smcoukTuesday 01 May 2012

Page 29

WHO ARE YOUR AUDIENCE

SixServingMen 6smcoukTuesday 01 May 2012

Page 30

AUDIENCE ENGAGEMENT MAP

Your capability to enhance engagement through targeted interaction is dictated by your ability to initiate stimulate effective communication

SixServingMen 6smcoukTuesday 01 May 2012

Page 31

LEVEL OF INTERACTION DEGREE OF ENGAGEMENT

bull Read watchbull Printbull Copybull Download

bull Read watchbull Printbull Copybull Download

bull Blog Commentbull Upload photosbull Videos

bull Blog Commentbull Upload photosbull Videos

Further contactbull Email

Connectbull Facebookbull Twitter etcbull Forward to a friend

Further contactbull Email

Connectbull Facebookbull Twitter etcbull Forward to a friend

BuyBuy

bull Dialogue in Forumbull On Line chatbull Dialogue in Forumbull On Line chat

bull Contact formbull emailbull Telephone

bull Contact formbull emailbull Telephone

ACTIVEPASSIVE

SixServingMen 6smcoukTuesday 01 May 2012

Page 32

MEASURES OF ENGAGEMENT Actions metrics KPIs1 Time spent on key pages2 Time spent on site (by source by entry page)3 Personalisation (pages display theme)4 Key page activity (post-activity)5 Alerts (register and response rates by channel CTR post click activity)6 Bookmarks (onsite offsite)7 Write Comments8 Download Articles PDFrsquos9 Email subscriptions10 Fans (become a fan of something someone)11 Favourites (add an item to favourites)12 Provide Feedback (via the site)13 Followers (follow something someone)14 Forward to a friend15 Groups (create join total number of groups group activity)16 Install widget (on a blog page Facebook etc)17 Invite Refer (a friend)18 Love Like this (a simpler form of rating something)19 Messaging (onsite)20 Submit Posts21 Set up Provide Profile (eg update avatar bio email etc)22 Print page23 Submit Ratings24 Registered users (new total active dormant churn)25 Report spam abuse26 Reviews27 Social media sharing participation (activity on key social media sites eg Facebook Twitter Digg etc)28 Testimonials29 Total contributors (and active contributors)30 Uploads (add an item eg articles links images videos)31 Views (videos ads rich images)32 Widgets (number of new widgets users embedded widgets)33 Wishlists (save an item to wishlist)34helliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 33

DRUNKEN MENrsquoS LAMP POSTS

He uses statistics as a drunken man uses lamp posts - for

support rather than illumination - Andrew

Lang

LAMP POSTS LAMP POSTS

SixServingMen 6smcoukTuesday 01 May 2012

Page 34

WYSIWYG ndash WHAT YOU SEE IS WHAT YOU GET

1 Gather Lots but only present bull The metrics that are positive bull Easy to manage metrics

2 Present bull Many metricsbull Extremely precise numbersbull Them quickly

3 Compare Metrics out of context4 Put them into really good looking

charts (3D movement multiple colours graphics etc)

STROKE ME METRICS STROKE ME METRICS

Never Ever try to educate your management business on the small number of key drivers for your business

If you are simple amp clearer they will understand how to think about your activity

They may even ask for the same data

This destroys your future ability to keep your metrics ldquofeel goodldquo

DONrsquoTDONrsquoT

bull WHAT YOU MEASURE amp REWARD IS WHAT YOU GET

bull ESTABLISH USER ENGAGEMENT METRICS ndash TIME

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 35

ENGAGEMENT = VALUE

SixServingMen 6smcoukTuesday 01 May 2012

Page 36

MEASURE

SixServingMen 6smcoukTuesday 01 May 2012

Page 37

ON THE INTERNET NOBODY KNOWS YOUrsquoRE A DOG

July 5th 1993 cartoon in the New Yorker

bull Care that you are a dog

bull Know what type of dog you are

bull Treat you like a dog if you are one

DO EMAIL MARKETERS DO EMAIL MARKETERS

bull SEGMENT YOUR DATABASE

bull VALUE YOUR DATABASEbull MONITOR VALUE OVER

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 38

WHATrsquoS THE SOLUTION WHENhelliphelliphellip

512012

bull Lazy bull Overloaded bull Habitualbull Predictablebull Intelligent bull Inquisitive bull Impatientbull Busy

PEOPLE AREPEOPLE ARE

SixServingMen 6smcoukTuesday 01 May 2012

Page 39

DESIGN ACTIVITIES ISO GUIDELINES

Produce design solutions

3

Evaluate the Design4

Design solution Meets user Requirements

5

Specify User Requirements

2

Understand amp Specify the Context

1

SixServingMen 6smcoukTuesday 01 May 2012

Page 40

TESTING - EMAIL ndash DECISION TREES

SixServingMen 6smcoukTuesday 01 May 2012

Page 41

At no time while I am helping you will your problem become my problem

The instant your problem becomes mine you will no longer have a problem

I cannot help someone who hasnt got a problem

You may ask my help at any appointed time and we will make a joint determination of what the next move will be and who will make it

ONCKEN AND WASS 1974 - MONKEYS

512012

THEORYhelliphelliphellipTHEORYhelliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 42

1 Monkeys should be fed or shot 2 The monkey population should

be kept below the maximum number that the manager has time to feed

3 Monkeys should be fed by appointment only

4 Monkeys shall be fed face to face or by telephone but not in writing

5 Every monkey should have an assigned next feeding time amp degree of initiative

FIVE ACTIONS TO TAKE FIVE ACTIONS TO TAKE

MANAGING MONKEYS

bull GO FOR READY AIM FIRE NOT

READY FIREhelliphellip AIM

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 43

Confidential

RELEVANCE OF EMAIL

SixServingMen 6smcoukTuesday 01 May 2012

Page 44

Memail - WIIFM

512012

1 Whatrsquos in it for Youbull Confirm the email goalbull Prioritise the actions desired

2 Help me do what you want 3 Zero based email design4 Trust ndash Donrsquot break it5 Test 6 Review amp Refine

WHATrsquoS IN IT FOR ME WHATrsquoS IN IT FOR ME

SixServingMen 6smcoukTuesday 01 May 2012

Page 45

Gestalt = Pattern

1 Proximity2 Closure3 Similarity4 Continuity5 Enclosure6 Connection

GESTALT SCHOOL OF PSYCHOLOGY

bull UNDERSTAND HOW AND WHY SOMETHING WORKS ndash NOT JUST THAT IT HAS WORKED

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 46

6smcouk SixServingMen

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

512012

GESTALT SCHOOL OF PSYCHOLOGY

SixServingMen 6smcoukTuesday 01 May 2012

Page 47

DATA INK RATIO

The ink presentsData or InformationNot data or not Information = Noise

THEORYhelliphelliphellipTHEORYhelliphelliphellip

bull PIXELS RATHER THAN INK

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 48

SixServingMen 6smcoukTuesday 01 May 2012

Page 49

6smcouk SixServingMen512012

British Tennis Membership

SixServingMen 6smcoukTuesday 01 May 2012

Page 50

Twitter Newsletter ndash Edition 1

SixServingMen 6smcoukTuesday 01 May 2012

Page 51

6smcouk SixServingMen512012

Sign up to personal training by Direct Debit and enjoy one session absolutely free

SixServingMen 6smcoukTuesday 01 May 2012

Page 52

B2B Marketing introducing Vocus special offer Get a free pound25 MampS voucher for 30 minutes of your time

512012

SixServingMen 6smcoukTuesday 01 May 2012

Page 53

6smcouk SixServingMen512012

Image What does your email say about you

SixServingMen 6smcoukTuesday 01 May 2012

Page 54

Last Chance for online offers

SixServingMen 6smcoukTuesday 01 May 2012

Page 55

EXPECTATION - HOW SOON IS SOON

SixServingMen 6smcoukTuesday 01 May 2012

Page 56

DATA PROTECTION LANDSCAPE25TH JAN 2012 DATA PROTECTION

bull RIGHTS OF THE DATA SUBJECT

bull CONTROLLER AND PROCESSOR

bull TRANSFER OF PERSONAL DATA TO THIRD COUNTRIES OR INTERNATIONAL ORGANISATIONS

bull INDEPENDENT SUPERVISORY AUTHORITIES

bull CO-OPERATION amp CONSISTENCY

bull REMEDIES LIABILITY amp SANCTIONS

bull DELEGATED ACTS amp IMPLEMENTING ACTS

CHAPTERSCHAPTERS

SixServingMen 6smcoukTuesday 01 May 2012

Page 57

SO WHAT

1

VALUE EMAIL2

SEGMENT ndash

MEASURE

AND MONITOR3

GET INTO ldquoWHATrsquoS IN IT

FOR US rdquo

PLANNING4

TEST

5

LISTEN AND REFINE APPROPRIATELY

ACTION POINTSACTION POINTS

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

QUESTIONS

Stefan Elliottstefelliott6smcouk

SixServingMenStef_Elliott

Coffee breakhellip

The next session starts at 340

Re-engagement CampaignsJames Bunting

DMA Email Customer Lifecycle ndash Manchester 19th AprilRe-engaging Lapsed amp Lost Customers

Re-engagement CampaignsJames Bunting

Agenda

What do we mean by lsquowinning customers backrsquo

Re-engaging lapsed and lost subscribers

The benefits of re-engaging lapsed subscribers

The principles of a re-engagement campaign

Automation

Summary

Re-engagement CampaignsJames Bunting

What do we mean by lsquowinning customers backrsquo

Recipients can become unresponsive ndash re-engagement campaigns set out to email the disengaged customers and encourage them to respond to emails again

Re-engagement CampaignsJames Bunting

The benefits of re-engaging lapsed subscribers

Increase open and click rates

Increase conversions

Identify inactive amp dormant subscribers ndash full understanding of your data

Yoursquove spent money acquiring the email address so why lose itIts easier to retain an existing subscriber than find a new one

Re-engagement CampaignsJames Bunting

what is your average open rate

30

Re-engagement CampaignsJames Bunting

Re-engaging lapsed and lost subscribers

What is your average open rate 3070 are lapsed or lost subscribers

Review what you are currently doing

Look at what you are doing and what you want to achieveList out the communications you send by type and messageMap out your customer lifecycle ndash what are the stages the buying processes entry exit and customer touch pointsHow do these correspond to the frequency type and message you are sending

Re-engagement CampaignsJames Bunting

Define interaction and behavioural activity

Define inactive and dormant contactsConsider why someone may have become dormantDivide the list into those that have

not opened an email in the last x monthsnot purchased in the last x months

Important to segment the inactivity furtherSeparate recipients who have been active at some time in their history and made a purchase from those who are truly inactive and have not made a purchaseIt is important that different messages are sent to these different groups

Segment on non-activity

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 2: DMA North: Email customer lifecycle

Connect with the DMAhellip

bull The tag for this event is dmaemail

bull LinkedIn DMA Direct Marketing Association (UK) Limited

bull Twitter DMA_UK DMANorth

bull DMA Website httpwwwdmaorguk

bull Email dmadmaorguk or eventsdmaorguk

bull Phone 020 7291 3300 or 0161 918 6722

Todayrsquos agenda

bull 1330 ndash 1400 Registration and Coffeebull 1400 ndash 1410 Welcome and Introductionbull 1410 ndash 1440 Grow your lists Kieran Shanahan DMRIbull 1440 ndash 1510 Convert those lists Stefan Elliot Six Serving Menbull 1510 ndash 1540 Refreshment Breakbull 1540 ndash 1610 Engage your customers Andrew Campbell

2020 Dialoguebull 1610 ndash 1640 Win them back James Bunting

Communicator Corpbull 1640 ndash 1700 Panel Debate and Close

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

List GrowthPresented By Kieran Shanahan

wwwdmricouk

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Content bull Optimising your sign up page bull How to encourage the right people to sign up bull Maximising off line Social media content sites etcbull White labels and Content bull Using 3 parties to Grow Your Lists

bull Data Validation and Appendbull List rental bull Lead generation

bull Foundations for List Growthndash

CDI and MDMbull Summary

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Optimising your sign up page

bull What was the last thing you signed up for and why

bull Has your own website got appeal

bull What information are you asking for and why

bull Is it clear what you are signing up for

bull Are expectations managed

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

What sort of sign up will work for you

HelloWant to sign in

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

bull Have multiple places to sign up

bull Direct traffic from high traffic areas and Social Networks

bull Explain what they are signing up for

bull Explain what will happen

bull If you need anything more than email and name explain

why

bull Make it simple and sell the benefits

How to encourage people on your site to sign up

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Case Study‐

Win4now on Experimently

Control

Variation 2

ResultsAdding a simple graphic

in the header of landing

pages rendered a 31

increase in sign‐ups at a

confidence level of 86

(This later rose to 95 after an

further 2 week test)

Good Further Examples on

httpwhichtestwoncom

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

And Finallyhellip Configure Analytics and AdWords goals for Registrations Optimise

campaigns for thishellip

More Info See Occamrsquos Razor

by Avinash Kaushikhttpwwwkaus

hiknetavinash

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Social Media and Offline Collect sign ups to your company at all

opportunities

bull In Store bull Telephone bull Postal bull Facebook (eg Wildfire)bull Twitter

Whenever you have the opportunity to

engage with customers and potential

customers offer them additional ways to hear

from you

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

White labels and Content White labels can be used to provide content for your website which will

encourage your visitors to register

The user is already on your website so has identified themselves

as someone

who has potential to engage with you However in order to register they need

an additional reason to part with their details

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

White label ndash Case Study ndash Now Magazine Now Magazine wanted to increase the

number of registrations

bull DMR integrated the instant win mechanism

across the site running a number of content

related competitions

bull In the first month 8000 additional

registrations from their own users

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

List Growth using 3rd Parties

1) Database enhancementA number of industry suppliers hold up‐to‐date and sophisticated software to enhanceyour existing data

(i) Data Validation‐

Experian QAS and GB Groups example Incorporation into your

sign‐up pages can help ensure correct details are logged and common entry mistakes

avoided in real time

(ii) Data Appending ndash

Several companies offer services to append missingincorrectly collected incomplete or out of date records with correct updated records

PLUG PLUG PLUG DMRi data pools derived from motoring insurance and

lifestyle sources totalling ~60million records

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

2) 3rd

Party Lead Generation bull This is when another company collects leads on your behalf

bull Many different approaches to lead generation

bull This data is unlikely to convert at the same rate as data collected on your own site but when done correctly can add additional valuable members

bull Keep in mind ROI High volumes of people on your list are only any use if they are the right people and actually want to hear

from you

bullOnly pay for data fields you are going to use

bull Test Monitor Test Monitor Test Monitor

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Examples of Online Lead Generation

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

bull 3rd

Party List Rental represents data records rented from another company

with the intention of communicating a marketing message to this list

bull There are two main types of list rental

1Where you send the email and the email comes from you

2Where the company who owns the data sends the email but the majority of

the email message is promoting your company

3) 3rd

Party List Rental

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

3rd

Party List Rental cont

bull When 3rd

Party List rental can workbull When 3rd

Party List rental will not work

What to consider when considering 3rd

party list

rental + Price + Age + How often is it emailed+ Compatibility + Test

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Foundations of Growing your Database CDI amp MDM

Customer Data Integration (CDI)‐

Establishing a standard process format for each

version of a customer record to be integrated into your database

Master Data Management (MDM) ndashA set of data governance standards processes

and metrics to ensure that databases are maintained

Conducting a Data Audit‐

Identifying all online and offline sources and documenting

data flows to find out how you can improve efficiency and maximise data return and

minimise opportunity cost

(Barclays est annual pound10million marketing savings in targeting and pound11 million maintenance from enterprise data and

warehousing‐

Effective IT Report (Information Age 2005))

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Summary bull Make sure you have maximised all internal options first and audited your data capture processes

bull Engage with your existing database and find out what triggered them to sign up and use this

information to make improvements

bull Give people a reason to sign up

bull Tell people what you are going to do and do it

bull Make it clear that people can unsubscribe easily

bull Use other touch points to collect email

bull Once internal options have been maximised consider 3rd

party options chose wisely ask lots of

questions test monitor and re‐monitor

bull Review regularly

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Thank you for listeninghellip

For Further reading please download the DMA white paper on3rd

party List Rental and Data

Capture

Kieran ShanahanMarketing amp Partnerships Manager

kierandmricouk0114 2815760

Sara WattsDirector

saradmricouk0114 2815760

About DMRi

Data Media amp Research Ltd have been at theforefront of digital marketing since the companywas established in 1995

Members of the Direct Marketing Associationsince 2002 ‐with representation on the Email Marketing Council and Legal and BestPractice Hub‐DMR proudly promotes and standsfor best industry practices in online datamarketing

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

6smcouk SixServingMen

Card playing Monkeys Dogs amp Bruce Forsyth

Stefan Elliottstefelliott6smcoukSixServingMenStef_Elliott

SixServingMen 6smcoukTuesday 01 May 2012

Page 23

Charlene Li amp Josh BernoffGroundswell Authors

We are all learning here ndash the best listeners will end up the smartest

SixServingMen 6smcoukTuesday 01 May 2012

Page 24

I keep six honest serving men they taught me all

I knew Their names are

What amp Why amp When and

How amp Where amp Who

Confidential

SIX SERVING MEN

RUDYARD KIPLINGRUDYARD KIPLING

SixServingMen 6smcoukTuesday 01 May 2012

Page 25

Why to Do 3

Where When Who - IntroductionsWhere When Who - Introductions1

Why What How 2

AGENDA

How to Do 4

What to Do 5

Questions

SixServingMen 6smcoukTuesday 01 May 2012

Page 26

100+ million websites

WHY EMAIL IS IMPORTANT

SixServingMen 6smcoukTuesday 01 May 2012

Page 27

Indirect

DIGITAL TRAFFIC - LANDSCAPE

Direct

3rd party referral sites

Social Media

Search

External SitesPartner Sites Suppliers Professional Bodies Affiliates Other helliphelliphellip

Visitors have multiple entry points and objectives for using your Digital assets Visitors have multiple entry points and objectives for using your Digital assets

SixServingMen 6smcoukTuesday 01 May 2012

Page 28

DIGITAL GOALS

Who

Tuesday 01 May 2012 Confidential

Why

How When What Where

SixServingMen 6smcoukTuesday 01 May 2012

Page 29

WHO ARE YOUR AUDIENCE

SixServingMen 6smcoukTuesday 01 May 2012

Page 30

AUDIENCE ENGAGEMENT MAP

Your capability to enhance engagement through targeted interaction is dictated by your ability to initiate stimulate effective communication

SixServingMen 6smcoukTuesday 01 May 2012

Page 31

LEVEL OF INTERACTION DEGREE OF ENGAGEMENT

bull Read watchbull Printbull Copybull Download

bull Read watchbull Printbull Copybull Download

bull Blog Commentbull Upload photosbull Videos

bull Blog Commentbull Upload photosbull Videos

Further contactbull Email

Connectbull Facebookbull Twitter etcbull Forward to a friend

Further contactbull Email

Connectbull Facebookbull Twitter etcbull Forward to a friend

BuyBuy

bull Dialogue in Forumbull On Line chatbull Dialogue in Forumbull On Line chat

bull Contact formbull emailbull Telephone

bull Contact formbull emailbull Telephone

ACTIVEPASSIVE

SixServingMen 6smcoukTuesday 01 May 2012

Page 32

MEASURES OF ENGAGEMENT Actions metrics KPIs1 Time spent on key pages2 Time spent on site (by source by entry page)3 Personalisation (pages display theme)4 Key page activity (post-activity)5 Alerts (register and response rates by channel CTR post click activity)6 Bookmarks (onsite offsite)7 Write Comments8 Download Articles PDFrsquos9 Email subscriptions10 Fans (become a fan of something someone)11 Favourites (add an item to favourites)12 Provide Feedback (via the site)13 Followers (follow something someone)14 Forward to a friend15 Groups (create join total number of groups group activity)16 Install widget (on a blog page Facebook etc)17 Invite Refer (a friend)18 Love Like this (a simpler form of rating something)19 Messaging (onsite)20 Submit Posts21 Set up Provide Profile (eg update avatar bio email etc)22 Print page23 Submit Ratings24 Registered users (new total active dormant churn)25 Report spam abuse26 Reviews27 Social media sharing participation (activity on key social media sites eg Facebook Twitter Digg etc)28 Testimonials29 Total contributors (and active contributors)30 Uploads (add an item eg articles links images videos)31 Views (videos ads rich images)32 Widgets (number of new widgets users embedded widgets)33 Wishlists (save an item to wishlist)34helliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 33

DRUNKEN MENrsquoS LAMP POSTS

He uses statistics as a drunken man uses lamp posts - for

support rather than illumination - Andrew

Lang

LAMP POSTS LAMP POSTS

SixServingMen 6smcoukTuesday 01 May 2012

Page 34

WYSIWYG ndash WHAT YOU SEE IS WHAT YOU GET

1 Gather Lots but only present bull The metrics that are positive bull Easy to manage metrics

2 Present bull Many metricsbull Extremely precise numbersbull Them quickly

3 Compare Metrics out of context4 Put them into really good looking

charts (3D movement multiple colours graphics etc)

STROKE ME METRICS STROKE ME METRICS

Never Ever try to educate your management business on the small number of key drivers for your business

If you are simple amp clearer they will understand how to think about your activity

They may even ask for the same data

This destroys your future ability to keep your metrics ldquofeel goodldquo

DONrsquoTDONrsquoT

bull WHAT YOU MEASURE amp REWARD IS WHAT YOU GET

bull ESTABLISH USER ENGAGEMENT METRICS ndash TIME

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 35

ENGAGEMENT = VALUE

SixServingMen 6smcoukTuesday 01 May 2012

Page 36

MEASURE

SixServingMen 6smcoukTuesday 01 May 2012

Page 37

ON THE INTERNET NOBODY KNOWS YOUrsquoRE A DOG

July 5th 1993 cartoon in the New Yorker

bull Care that you are a dog

bull Know what type of dog you are

bull Treat you like a dog if you are one

DO EMAIL MARKETERS DO EMAIL MARKETERS

bull SEGMENT YOUR DATABASE

bull VALUE YOUR DATABASEbull MONITOR VALUE OVER

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 38

WHATrsquoS THE SOLUTION WHENhelliphelliphellip

512012

bull Lazy bull Overloaded bull Habitualbull Predictablebull Intelligent bull Inquisitive bull Impatientbull Busy

PEOPLE AREPEOPLE ARE

SixServingMen 6smcoukTuesday 01 May 2012

Page 39

DESIGN ACTIVITIES ISO GUIDELINES

Produce design solutions

3

Evaluate the Design4

Design solution Meets user Requirements

5

Specify User Requirements

2

Understand amp Specify the Context

1

SixServingMen 6smcoukTuesday 01 May 2012

Page 40

TESTING - EMAIL ndash DECISION TREES

SixServingMen 6smcoukTuesday 01 May 2012

Page 41

At no time while I am helping you will your problem become my problem

The instant your problem becomes mine you will no longer have a problem

I cannot help someone who hasnt got a problem

You may ask my help at any appointed time and we will make a joint determination of what the next move will be and who will make it

ONCKEN AND WASS 1974 - MONKEYS

512012

THEORYhelliphelliphellipTHEORYhelliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 42

1 Monkeys should be fed or shot 2 The monkey population should

be kept below the maximum number that the manager has time to feed

3 Monkeys should be fed by appointment only

4 Monkeys shall be fed face to face or by telephone but not in writing

5 Every monkey should have an assigned next feeding time amp degree of initiative

FIVE ACTIONS TO TAKE FIVE ACTIONS TO TAKE

MANAGING MONKEYS

bull GO FOR READY AIM FIRE NOT

READY FIREhelliphellip AIM

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 43

Confidential

RELEVANCE OF EMAIL

SixServingMen 6smcoukTuesday 01 May 2012

Page 44

Memail - WIIFM

512012

1 Whatrsquos in it for Youbull Confirm the email goalbull Prioritise the actions desired

2 Help me do what you want 3 Zero based email design4 Trust ndash Donrsquot break it5 Test 6 Review amp Refine

WHATrsquoS IN IT FOR ME WHATrsquoS IN IT FOR ME

SixServingMen 6smcoukTuesday 01 May 2012

Page 45

Gestalt = Pattern

1 Proximity2 Closure3 Similarity4 Continuity5 Enclosure6 Connection

GESTALT SCHOOL OF PSYCHOLOGY

bull UNDERSTAND HOW AND WHY SOMETHING WORKS ndash NOT JUST THAT IT HAS WORKED

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 46

6smcouk SixServingMen

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

512012

GESTALT SCHOOL OF PSYCHOLOGY

SixServingMen 6smcoukTuesday 01 May 2012

Page 47

DATA INK RATIO

The ink presentsData or InformationNot data or not Information = Noise

THEORYhelliphelliphellipTHEORYhelliphelliphellip

bull PIXELS RATHER THAN INK

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 48

SixServingMen 6smcoukTuesday 01 May 2012

Page 49

6smcouk SixServingMen512012

British Tennis Membership

SixServingMen 6smcoukTuesday 01 May 2012

Page 50

Twitter Newsletter ndash Edition 1

SixServingMen 6smcoukTuesday 01 May 2012

Page 51

6smcouk SixServingMen512012

Sign up to personal training by Direct Debit and enjoy one session absolutely free

SixServingMen 6smcoukTuesday 01 May 2012

Page 52

B2B Marketing introducing Vocus special offer Get a free pound25 MampS voucher for 30 minutes of your time

512012

SixServingMen 6smcoukTuesday 01 May 2012

Page 53

6smcouk SixServingMen512012

Image What does your email say about you

SixServingMen 6smcoukTuesday 01 May 2012

Page 54

Last Chance for online offers

SixServingMen 6smcoukTuesday 01 May 2012

Page 55

EXPECTATION - HOW SOON IS SOON

SixServingMen 6smcoukTuesday 01 May 2012

Page 56

DATA PROTECTION LANDSCAPE25TH JAN 2012 DATA PROTECTION

bull RIGHTS OF THE DATA SUBJECT

bull CONTROLLER AND PROCESSOR

bull TRANSFER OF PERSONAL DATA TO THIRD COUNTRIES OR INTERNATIONAL ORGANISATIONS

bull INDEPENDENT SUPERVISORY AUTHORITIES

bull CO-OPERATION amp CONSISTENCY

bull REMEDIES LIABILITY amp SANCTIONS

bull DELEGATED ACTS amp IMPLEMENTING ACTS

CHAPTERSCHAPTERS

SixServingMen 6smcoukTuesday 01 May 2012

Page 57

SO WHAT

1

VALUE EMAIL2

SEGMENT ndash

MEASURE

AND MONITOR3

GET INTO ldquoWHATrsquoS IN IT

FOR US rdquo

PLANNING4

TEST

5

LISTEN AND REFINE APPROPRIATELY

ACTION POINTSACTION POINTS

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

QUESTIONS

Stefan Elliottstefelliott6smcouk

SixServingMenStef_Elliott

Coffee breakhellip

The next session starts at 340

Re-engagement CampaignsJames Bunting

DMA Email Customer Lifecycle ndash Manchester 19th AprilRe-engaging Lapsed amp Lost Customers

Re-engagement CampaignsJames Bunting

Agenda

What do we mean by lsquowinning customers backrsquo

Re-engaging lapsed and lost subscribers

The benefits of re-engaging lapsed subscribers

The principles of a re-engagement campaign

Automation

Summary

Re-engagement CampaignsJames Bunting

What do we mean by lsquowinning customers backrsquo

Recipients can become unresponsive ndash re-engagement campaigns set out to email the disengaged customers and encourage them to respond to emails again

Re-engagement CampaignsJames Bunting

The benefits of re-engaging lapsed subscribers

Increase open and click rates

Increase conversions

Identify inactive amp dormant subscribers ndash full understanding of your data

Yoursquove spent money acquiring the email address so why lose itIts easier to retain an existing subscriber than find a new one

Re-engagement CampaignsJames Bunting

what is your average open rate

30

Re-engagement CampaignsJames Bunting

Re-engaging lapsed and lost subscribers

What is your average open rate 3070 are lapsed or lost subscribers

Review what you are currently doing

Look at what you are doing and what you want to achieveList out the communications you send by type and messageMap out your customer lifecycle ndash what are the stages the buying processes entry exit and customer touch pointsHow do these correspond to the frequency type and message you are sending

Re-engagement CampaignsJames Bunting

Define interaction and behavioural activity

Define inactive and dormant contactsConsider why someone may have become dormantDivide the list into those that have

not opened an email in the last x monthsnot purchased in the last x months

Important to segment the inactivity furtherSeparate recipients who have been active at some time in their history and made a purchase from those who are truly inactive and have not made a purchaseIt is important that different messages are sent to these different groups

Segment on non-activity

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 3: DMA North: Email customer lifecycle

Todayrsquos agenda

bull 1330 ndash 1400 Registration and Coffeebull 1400 ndash 1410 Welcome and Introductionbull 1410 ndash 1440 Grow your lists Kieran Shanahan DMRIbull 1440 ndash 1510 Convert those lists Stefan Elliot Six Serving Menbull 1510 ndash 1540 Refreshment Breakbull 1540 ndash 1610 Engage your customers Andrew Campbell

2020 Dialoguebull 1610 ndash 1640 Win them back James Bunting

Communicator Corpbull 1640 ndash 1700 Panel Debate and Close

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

List GrowthPresented By Kieran Shanahan

wwwdmricouk

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Content bull Optimising your sign up page bull How to encourage the right people to sign up bull Maximising off line Social media content sites etcbull White labels and Content bull Using 3 parties to Grow Your Lists

bull Data Validation and Appendbull List rental bull Lead generation

bull Foundations for List Growthndash

CDI and MDMbull Summary

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Optimising your sign up page

bull What was the last thing you signed up for and why

bull Has your own website got appeal

bull What information are you asking for and why

bull Is it clear what you are signing up for

bull Are expectations managed

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

What sort of sign up will work for you

HelloWant to sign in

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

bull Have multiple places to sign up

bull Direct traffic from high traffic areas and Social Networks

bull Explain what they are signing up for

bull Explain what will happen

bull If you need anything more than email and name explain

why

bull Make it simple and sell the benefits

How to encourage people on your site to sign up

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Case Study‐

Win4now on Experimently

Control

Variation 2

ResultsAdding a simple graphic

in the header of landing

pages rendered a 31

increase in sign‐ups at a

confidence level of 86

(This later rose to 95 after an

further 2 week test)

Good Further Examples on

httpwhichtestwoncom

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

And Finallyhellip Configure Analytics and AdWords goals for Registrations Optimise

campaigns for thishellip

More Info See Occamrsquos Razor

by Avinash Kaushikhttpwwwkaus

hiknetavinash

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Social Media and Offline Collect sign ups to your company at all

opportunities

bull In Store bull Telephone bull Postal bull Facebook (eg Wildfire)bull Twitter

Whenever you have the opportunity to

engage with customers and potential

customers offer them additional ways to hear

from you

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

White labels and Content White labels can be used to provide content for your website which will

encourage your visitors to register

The user is already on your website so has identified themselves

as someone

who has potential to engage with you However in order to register they need

an additional reason to part with their details

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

White label ndash Case Study ndash Now Magazine Now Magazine wanted to increase the

number of registrations

bull DMR integrated the instant win mechanism

across the site running a number of content

related competitions

bull In the first month 8000 additional

registrations from their own users

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

List Growth using 3rd Parties

1) Database enhancementA number of industry suppliers hold up‐to‐date and sophisticated software to enhanceyour existing data

(i) Data Validation‐

Experian QAS and GB Groups example Incorporation into your

sign‐up pages can help ensure correct details are logged and common entry mistakes

avoided in real time

(ii) Data Appending ndash

Several companies offer services to append missingincorrectly collected incomplete or out of date records with correct updated records

PLUG PLUG PLUG DMRi data pools derived from motoring insurance and

lifestyle sources totalling ~60million records

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

2) 3rd

Party Lead Generation bull This is when another company collects leads on your behalf

bull Many different approaches to lead generation

bull This data is unlikely to convert at the same rate as data collected on your own site but when done correctly can add additional valuable members

bull Keep in mind ROI High volumes of people on your list are only any use if they are the right people and actually want to hear

from you

bullOnly pay for data fields you are going to use

bull Test Monitor Test Monitor Test Monitor

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Examples of Online Lead Generation

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

bull 3rd

Party List Rental represents data records rented from another company

with the intention of communicating a marketing message to this list

bull There are two main types of list rental

1Where you send the email and the email comes from you

2Where the company who owns the data sends the email but the majority of

the email message is promoting your company

3) 3rd

Party List Rental

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

3rd

Party List Rental cont

bull When 3rd

Party List rental can workbull When 3rd

Party List rental will not work

What to consider when considering 3rd

party list

rental + Price + Age + How often is it emailed+ Compatibility + Test

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Foundations of Growing your Database CDI amp MDM

Customer Data Integration (CDI)‐

Establishing a standard process format for each

version of a customer record to be integrated into your database

Master Data Management (MDM) ndashA set of data governance standards processes

and metrics to ensure that databases are maintained

Conducting a Data Audit‐

Identifying all online and offline sources and documenting

data flows to find out how you can improve efficiency and maximise data return and

minimise opportunity cost

(Barclays est annual pound10million marketing savings in targeting and pound11 million maintenance from enterprise data and

warehousing‐

Effective IT Report (Information Age 2005))

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Summary bull Make sure you have maximised all internal options first and audited your data capture processes

bull Engage with your existing database and find out what triggered them to sign up and use this

information to make improvements

bull Give people a reason to sign up

bull Tell people what you are going to do and do it

bull Make it clear that people can unsubscribe easily

bull Use other touch points to collect email

bull Once internal options have been maximised consider 3rd

party options chose wisely ask lots of

questions test monitor and re‐monitor

bull Review regularly

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Thank you for listeninghellip

For Further reading please download the DMA white paper on3rd

party List Rental and Data

Capture

Kieran ShanahanMarketing amp Partnerships Manager

kierandmricouk0114 2815760

Sara WattsDirector

saradmricouk0114 2815760

About DMRi

Data Media amp Research Ltd have been at theforefront of digital marketing since the companywas established in 1995

Members of the Direct Marketing Associationsince 2002 ‐with representation on the Email Marketing Council and Legal and BestPractice Hub‐DMR proudly promotes and standsfor best industry practices in online datamarketing

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

6smcouk SixServingMen

Card playing Monkeys Dogs amp Bruce Forsyth

Stefan Elliottstefelliott6smcoukSixServingMenStef_Elliott

SixServingMen 6smcoukTuesday 01 May 2012

Page 23

Charlene Li amp Josh BernoffGroundswell Authors

We are all learning here ndash the best listeners will end up the smartest

SixServingMen 6smcoukTuesday 01 May 2012

Page 24

I keep six honest serving men they taught me all

I knew Their names are

What amp Why amp When and

How amp Where amp Who

Confidential

SIX SERVING MEN

RUDYARD KIPLINGRUDYARD KIPLING

SixServingMen 6smcoukTuesday 01 May 2012

Page 25

Why to Do 3

Where When Who - IntroductionsWhere When Who - Introductions1

Why What How 2

AGENDA

How to Do 4

What to Do 5

Questions

SixServingMen 6smcoukTuesday 01 May 2012

Page 26

100+ million websites

WHY EMAIL IS IMPORTANT

SixServingMen 6smcoukTuesday 01 May 2012

Page 27

Indirect

DIGITAL TRAFFIC - LANDSCAPE

Direct

3rd party referral sites

Social Media

Search

External SitesPartner Sites Suppliers Professional Bodies Affiliates Other helliphelliphellip

Visitors have multiple entry points and objectives for using your Digital assets Visitors have multiple entry points and objectives for using your Digital assets

SixServingMen 6smcoukTuesday 01 May 2012

Page 28

DIGITAL GOALS

Who

Tuesday 01 May 2012 Confidential

Why

How When What Where

SixServingMen 6smcoukTuesday 01 May 2012

Page 29

WHO ARE YOUR AUDIENCE

SixServingMen 6smcoukTuesday 01 May 2012

Page 30

AUDIENCE ENGAGEMENT MAP

Your capability to enhance engagement through targeted interaction is dictated by your ability to initiate stimulate effective communication

SixServingMen 6smcoukTuesday 01 May 2012

Page 31

LEVEL OF INTERACTION DEGREE OF ENGAGEMENT

bull Read watchbull Printbull Copybull Download

bull Read watchbull Printbull Copybull Download

bull Blog Commentbull Upload photosbull Videos

bull Blog Commentbull Upload photosbull Videos

Further contactbull Email

Connectbull Facebookbull Twitter etcbull Forward to a friend

Further contactbull Email

Connectbull Facebookbull Twitter etcbull Forward to a friend

BuyBuy

bull Dialogue in Forumbull On Line chatbull Dialogue in Forumbull On Line chat

bull Contact formbull emailbull Telephone

bull Contact formbull emailbull Telephone

ACTIVEPASSIVE

SixServingMen 6smcoukTuesday 01 May 2012

Page 32

MEASURES OF ENGAGEMENT Actions metrics KPIs1 Time spent on key pages2 Time spent on site (by source by entry page)3 Personalisation (pages display theme)4 Key page activity (post-activity)5 Alerts (register and response rates by channel CTR post click activity)6 Bookmarks (onsite offsite)7 Write Comments8 Download Articles PDFrsquos9 Email subscriptions10 Fans (become a fan of something someone)11 Favourites (add an item to favourites)12 Provide Feedback (via the site)13 Followers (follow something someone)14 Forward to a friend15 Groups (create join total number of groups group activity)16 Install widget (on a blog page Facebook etc)17 Invite Refer (a friend)18 Love Like this (a simpler form of rating something)19 Messaging (onsite)20 Submit Posts21 Set up Provide Profile (eg update avatar bio email etc)22 Print page23 Submit Ratings24 Registered users (new total active dormant churn)25 Report spam abuse26 Reviews27 Social media sharing participation (activity on key social media sites eg Facebook Twitter Digg etc)28 Testimonials29 Total contributors (and active contributors)30 Uploads (add an item eg articles links images videos)31 Views (videos ads rich images)32 Widgets (number of new widgets users embedded widgets)33 Wishlists (save an item to wishlist)34helliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 33

DRUNKEN MENrsquoS LAMP POSTS

He uses statistics as a drunken man uses lamp posts - for

support rather than illumination - Andrew

Lang

LAMP POSTS LAMP POSTS

SixServingMen 6smcoukTuesday 01 May 2012

Page 34

WYSIWYG ndash WHAT YOU SEE IS WHAT YOU GET

1 Gather Lots but only present bull The metrics that are positive bull Easy to manage metrics

2 Present bull Many metricsbull Extremely precise numbersbull Them quickly

3 Compare Metrics out of context4 Put them into really good looking

charts (3D movement multiple colours graphics etc)

STROKE ME METRICS STROKE ME METRICS

Never Ever try to educate your management business on the small number of key drivers for your business

If you are simple amp clearer they will understand how to think about your activity

They may even ask for the same data

This destroys your future ability to keep your metrics ldquofeel goodldquo

DONrsquoTDONrsquoT

bull WHAT YOU MEASURE amp REWARD IS WHAT YOU GET

bull ESTABLISH USER ENGAGEMENT METRICS ndash TIME

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 35

ENGAGEMENT = VALUE

SixServingMen 6smcoukTuesday 01 May 2012

Page 36

MEASURE

SixServingMen 6smcoukTuesday 01 May 2012

Page 37

ON THE INTERNET NOBODY KNOWS YOUrsquoRE A DOG

July 5th 1993 cartoon in the New Yorker

bull Care that you are a dog

bull Know what type of dog you are

bull Treat you like a dog if you are one

DO EMAIL MARKETERS DO EMAIL MARKETERS

bull SEGMENT YOUR DATABASE

bull VALUE YOUR DATABASEbull MONITOR VALUE OVER

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 38

WHATrsquoS THE SOLUTION WHENhelliphelliphellip

512012

bull Lazy bull Overloaded bull Habitualbull Predictablebull Intelligent bull Inquisitive bull Impatientbull Busy

PEOPLE AREPEOPLE ARE

SixServingMen 6smcoukTuesday 01 May 2012

Page 39

DESIGN ACTIVITIES ISO GUIDELINES

Produce design solutions

3

Evaluate the Design4

Design solution Meets user Requirements

5

Specify User Requirements

2

Understand amp Specify the Context

1

SixServingMen 6smcoukTuesday 01 May 2012

Page 40

TESTING - EMAIL ndash DECISION TREES

SixServingMen 6smcoukTuesday 01 May 2012

Page 41

At no time while I am helping you will your problem become my problem

The instant your problem becomes mine you will no longer have a problem

I cannot help someone who hasnt got a problem

You may ask my help at any appointed time and we will make a joint determination of what the next move will be and who will make it

ONCKEN AND WASS 1974 - MONKEYS

512012

THEORYhelliphelliphellipTHEORYhelliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 42

1 Monkeys should be fed or shot 2 The monkey population should

be kept below the maximum number that the manager has time to feed

3 Monkeys should be fed by appointment only

4 Monkeys shall be fed face to face or by telephone but not in writing

5 Every monkey should have an assigned next feeding time amp degree of initiative

FIVE ACTIONS TO TAKE FIVE ACTIONS TO TAKE

MANAGING MONKEYS

bull GO FOR READY AIM FIRE NOT

READY FIREhelliphellip AIM

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 43

Confidential

RELEVANCE OF EMAIL

SixServingMen 6smcoukTuesday 01 May 2012

Page 44

Memail - WIIFM

512012

1 Whatrsquos in it for Youbull Confirm the email goalbull Prioritise the actions desired

2 Help me do what you want 3 Zero based email design4 Trust ndash Donrsquot break it5 Test 6 Review amp Refine

WHATrsquoS IN IT FOR ME WHATrsquoS IN IT FOR ME

SixServingMen 6smcoukTuesday 01 May 2012

Page 45

Gestalt = Pattern

1 Proximity2 Closure3 Similarity4 Continuity5 Enclosure6 Connection

GESTALT SCHOOL OF PSYCHOLOGY

bull UNDERSTAND HOW AND WHY SOMETHING WORKS ndash NOT JUST THAT IT HAS WORKED

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 46

6smcouk SixServingMen

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

512012

GESTALT SCHOOL OF PSYCHOLOGY

SixServingMen 6smcoukTuesday 01 May 2012

Page 47

DATA INK RATIO

The ink presentsData or InformationNot data or not Information = Noise

THEORYhelliphelliphellipTHEORYhelliphelliphellip

bull PIXELS RATHER THAN INK

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 48

SixServingMen 6smcoukTuesday 01 May 2012

Page 49

6smcouk SixServingMen512012

British Tennis Membership

SixServingMen 6smcoukTuesday 01 May 2012

Page 50

Twitter Newsletter ndash Edition 1

SixServingMen 6smcoukTuesday 01 May 2012

Page 51

6smcouk SixServingMen512012

Sign up to personal training by Direct Debit and enjoy one session absolutely free

SixServingMen 6smcoukTuesday 01 May 2012

Page 52

B2B Marketing introducing Vocus special offer Get a free pound25 MampS voucher for 30 minutes of your time

512012

SixServingMen 6smcoukTuesday 01 May 2012

Page 53

6smcouk SixServingMen512012

Image What does your email say about you

SixServingMen 6smcoukTuesday 01 May 2012

Page 54

Last Chance for online offers

SixServingMen 6smcoukTuesday 01 May 2012

Page 55

EXPECTATION - HOW SOON IS SOON

SixServingMen 6smcoukTuesday 01 May 2012

Page 56

DATA PROTECTION LANDSCAPE25TH JAN 2012 DATA PROTECTION

bull RIGHTS OF THE DATA SUBJECT

bull CONTROLLER AND PROCESSOR

bull TRANSFER OF PERSONAL DATA TO THIRD COUNTRIES OR INTERNATIONAL ORGANISATIONS

bull INDEPENDENT SUPERVISORY AUTHORITIES

bull CO-OPERATION amp CONSISTENCY

bull REMEDIES LIABILITY amp SANCTIONS

bull DELEGATED ACTS amp IMPLEMENTING ACTS

CHAPTERSCHAPTERS

SixServingMen 6smcoukTuesday 01 May 2012

Page 57

SO WHAT

1

VALUE EMAIL2

SEGMENT ndash

MEASURE

AND MONITOR3

GET INTO ldquoWHATrsquoS IN IT

FOR US rdquo

PLANNING4

TEST

5

LISTEN AND REFINE APPROPRIATELY

ACTION POINTSACTION POINTS

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

QUESTIONS

Stefan Elliottstefelliott6smcouk

SixServingMenStef_Elliott

Coffee breakhellip

The next session starts at 340

Re-engagement CampaignsJames Bunting

DMA Email Customer Lifecycle ndash Manchester 19th AprilRe-engaging Lapsed amp Lost Customers

Re-engagement CampaignsJames Bunting

Agenda

What do we mean by lsquowinning customers backrsquo

Re-engaging lapsed and lost subscribers

The benefits of re-engaging lapsed subscribers

The principles of a re-engagement campaign

Automation

Summary

Re-engagement CampaignsJames Bunting

What do we mean by lsquowinning customers backrsquo

Recipients can become unresponsive ndash re-engagement campaigns set out to email the disengaged customers and encourage them to respond to emails again

Re-engagement CampaignsJames Bunting

The benefits of re-engaging lapsed subscribers

Increase open and click rates

Increase conversions

Identify inactive amp dormant subscribers ndash full understanding of your data

Yoursquove spent money acquiring the email address so why lose itIts easier to retain an existing subscriber than find a new one

Re-engagement CampaignsJames Bunting

what is your average open rate

30

Re-engagement CampaignsJames Bunting

Re-engaging lapsed and lost subscribers

What is your average open rate 3070 are lapsed or lost subscribers

Review what you are currently doing

Look at what you are doing and what you want to achieveList out the communications you send by type and messageMap out your customer lifecycle ndash what are the stages the buying processes entry exit and customer touch pointsHow do these correspond to the frequency type and message you are sending

Re-engagement CampaignsJames Bunting

Define interaction and behavioural activity

Define inactive and dormant contactsConsider why someone may have become dormantDivide the list into those that have

not opened an email in the last x monthsnot purchased in the last x months

Important to segment the inactivity furtherSeparate recipients who have been active at some time in their history and made a purchase from those who are truly inactive and have not made a purchaseIt is important that different messages are sent to these different groups

Segment on non-activity

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 4: DMA North: Email customer lifecycle

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

List GrowthPresented By Kieran Shanahan

wwwdmricouk

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Content bull Optimising your sign up page bull How to encourage the right people to sign up bull Maximising off line Social media content sites etcbull White labels and Content bull Using 3 parties to Grow Your Lists

bull Data Validation and Appendbull List rental bull Lead generation

bull Foundations for List Growthndash

CDI and MDMbull Summary

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Optimising your sign up page

bull What was the last thing you signed up for and why

bull Has your own website got appeal

bull What information are you asking for and why

bull Is it clear what you are signing up for

bull Are expectations managed

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

What sort of sign up will work for you

HelloWant to sign in

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

bull Have multiple places to sign up

bull Direct traffic from high traffic areas and Social Networks

bull Explain what they are signing up for

bull Explain what will happen

bull If you need anything more than email and name explain

why

bull Make it simple and sell the benefits

How to encourage people on your site to sign up

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Case Study‐

Win4now on Experimently

Control

Variation 2

ResultsAdding a simple graphic

in the header of landing

pages rendered a 31

increase in sign‐ups at a

confidence level of 86

(This later rose to 95 after an

further 2 week test)

Good Further Examples on

httpwhichtestwoncom

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

And Finallyhellip Configure Analytics and AdWords goals for Registrations Optimise

campaigns for thishellip

More Info See Occamrsquos Razor

by Avinash Kaushikhttpwwwkaus

hiknetavinash

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Social Media and Offline Collect sign ups to your company at all

opportunities

bull In Store bull Telephone bull Postal bull Facebook (eg Wildfire)bull Twitter

Whenever you have the opportunity to

engage with customers and potential

customers offer them additional ways to hear

from you

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

White labels and Content White labels can be used to provide content for your website which will

encourage your visitors to register

The user is already on your website so has identified themselves

as someone

who has potential to engage with you However in order to register they need

an additional reason to part with their details

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

White label ndash Case Study ndash Now Magazine Now Magazine wanted to increase the

number of registrations

bull DMR integrated the instant win mechanism

across the site running a number of content

related competitions

bull In the first month 8000 additional

registrations from their own users

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

List Growth using 3rd Parties

1) Database enhancementA number of industry suppliers hold up‐to‐date and sophisticated software to enhanceyour existing data

(i) Data Validation‐

Experian QAS and GB Groups example Incorporation into your

sign‐up pages can help ensure correct details are logged and common entry mistakes

avoided in real time

(ii) Data Appending ndash

Several companies offer services to append missingincorrectly collected incomplete or out of date records with correct updated records

PLUG PLUG PLUG DMRi data pools derived from motoring insurance and

lifestyle sources totalling ~60million records

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

2) 3rd

Party Lead Generation bull This is when another company collects leads on your behalf

bull Many different approaches to lead generation

bull This data is unlikely to convert at the same rate as data collected on your own site but when done correctly can add additional valuable members

bull Keep in mind ROI High volumes of people on your list are only any use if they are the right people and actually want to hear

from you

bullOnly pay for data fields you are going to use

bull Test Monitor Test Monitor Test Monitor

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Examples of Online Lead Generation

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

bull 3rd

Party List Rental represents data records rented from another company

with the intention of communicating a marketing message to this list

bull There are two main types of list rental

1Where you send the email and the email comes from you

2Where the company who owns the data sends the email but the majority of

the email message is promoting your company

3) 3rd

Party List Rental

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

3rd

Party List Rental cont

bull When 3rd

Party List rental can workbull When 3rd

Party List rental will not work

What to consider when considering 3rd

party list

rental + Price + Age + How often is it emailed+ Compatibility + Test

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Foundations of Growing your Database CDI amp MDM

Customer Data Integration (CDI)‐

Establishing a standard process format for each

version of a customer record to be integrated into your database

Master Data Management (MDM) ndashA set of data governance standards processes

and metrics to ensure that databases are maintained

Conducting a Data Audit‐

Identifying all online and offline sources and documenting

data flows to find out how you can improve efficiency and maximise data return and

minimise opportunity cost

(Barclays est annual pound10million marketing savings in targeting and pound11 million maintenance from enterprise data and

warehousing‐

Effective IT Report (Information Age 2005))

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Summary bull Make sure you have maximised all internal options first and audited your data capture processes

bull Engage with your existing database and find out what triggered them to sign up and use this

information to make improvements

bull Give people a reason to sign up

bull Tell people what you are going to do and do it

bull Make it clear that people can unsubscribe easily

bull Use other touch points to collect email

bull Once internal options have been maximised consider 3rd

party options chose wisely ask lots of

questions test monitor and re‐monitor

bull Review regularly

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Thank you for listeninghellip

For Further reading please download the DMA white paper on3rd

party List Rental and Data

Capture

Kieran ShanahanMarketing amp Partnerships Manager

kierandmricouk0114 2815760

Sara WattsDirector

saradmricouk0114 2815760

About DMRi

Data Media amp Research Ltd have been at theforefront of digital marketing since the companywas established in 1995

Members of the Direct Marketing Associationsince 2002 ‐with representation on the Email Marketing Council and Legal and BestPractice Hub‐DMR proudly promotes and standsfor best industry practices in online datamarketing

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

6smcouk SixServingMen

Card playing Monkeys Dogs amp Bruce Forsyth

Stefan Elliottstefelliott6smcoukSixServingMenStef_Elliott

SixServingMen 6smcoukTuesday 01 May 2012

Page 23

Charlene Li amp Josh BernoffGroundswell Authors

We are all learning here ndash the best listeners will end up the smartest

SixServingMen 6smcoukTuesday 01 May 2012

Page 24

I keep six honest serving men they taught me all

I knew Their names are

What amp Why amp When and

How amp Where amp Who

Confidential

SIX SERVING MEN

RUDYARD KIPLINGRUDYARD KIPLING

SixServingMen 6smcoukTuesday 01 May 2012

Page 25

Why to Do 3

Where When Who - IntroductionsWhere When Who - Introductions1

Why What How 2

AGENDA

How to Do 4

What to Do 5

Questions

SixServingMen 6smcoukTuesday 01 May 2012

Page 26

100+ million websites

WHY EMAIL IS IMPORTANT

SixServingMen 6smcoukTuesday 01 May 2012

Page 27

Indirect

DIGITAL TRAFFIC - LANDSCAPE

Direct

3rd party referral sites

Social Media

Search

External SitesPartner Sites Suppliers Professional Bodies Affiliates Other helliphelliphellip

Visitors have multiple entry points and objectives for using your Digital assets Visitors have multiple entry points and objectives for using your Digital assets

SixServingMen 6smcoukTuesday 01 May 2012

Page 28

DIGITAL GOALS

Who

Tuesday 01 May 2012 Confidential

Why

How When What Where

SixServingMen 6smcoukTuesday 01 May 2012

Page 29

WHO ARE YOUR AUDIENCE

SixServingMen 6smcoukTuesday 01 May 2012

Page 30

AUDIENCE ENGAGEMENT MAP

Your capability to enhance engagement through targeted interaction is dictated by your ability to initiate stimulate effective communication

SixServingMen 6smcoukTuesday 01 May 2012

Page 31

LEVEL OF INTERACTION DEGREE OF ENGAGEMENT

bull Read watchbull Printbull Copybull Download

bull Read watchbull Printbull Copybull Download

bull Blog Commentbull Upload photosbull Videos

bull Blog Commentbull Upload photosbull Videos

Further contactbull Email

Connectbull Facebookbull Twitter etcbull Forward to a friend

Further contactbull Email

Connectbull Facebookbull Twitter etcbull Forward to a friend

BuyBuy

bull Dialogue in Forumbull On Line chatbull Dialogue in Forumbull On Line chat

bull Contact formbull emailbull Telephone

bull Contact formbull emailbull Telephone

ACTIVEPASSIVE

SixServingMen 6smcoukTuesday 01 May 2012

Page 32

MEASURES OF ENGAGEMENT Actions metrics KPIs1 Time spent on key pages2 Time spent on site (by source by entry page)3 Personalisation (pages display theme)4 Key page activity (post-activity)5 Alerts (register and response rates by channel CTR post click activity)6 Bookmarks (onsite offsite)7 Write Comments8 Download Articles PDFrsquos9 Email subscriptions10 Fans (become a fan of something someone)11 Favourites (add an item to favourites)12 Provide Feedback (via the site)13 Followers (follow something someone)14 Forward to a friend15 Groups (create join total number of groups group activity)16 Install widget (on a blog page Facebook etc)17 Invite Refer (a friend)18 Love Like this (a simpler form of rating something)19 Messaging (onsite)20 Submit Posts21 Set up Provide Profile (eg update avatar bio email etc)22 Print page23 Submit Ratings24 Registered users (new total active dormant churn)25 Report spam abuse26 Reviews27 Social media sharing participation (activity on key social media sites eg Facebook Twitter Digg etc)28 Testimonials29 Total contributors (and active contributors)30 Uploads (add an item eg articles links images videos)31 Views (videos ads rich images)32 Widgets (number of new widgets users embedded widgets)33 Wishlists (save an item to wishlist)34helliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 33

DRUNKEN MENrsquoS LAMP POSTS

He uses statistics as a drunken man uses lamp posts - for

support rather than illumination - Andrew

Lang

LAMP POSTS LAMP POSTS

SixServingMen 6smcoukTuesday 01 May 2012

Page 34

WYSIWYG ndash WHAT YOU SEE IS WHAT YOU GET

1 Gather Lots but only present bull The metrics that are positive bull Easy to manage metrics

2 Present bull Many metricsbull Extremely precise numbersbull Them quickly

3 Compare Metrics out of context4 Put them into really good looking

charts (3D movement multiple colours graphics etc)

STROKE ME METRICS STROKE ME METRICS

Never Ever try to educate your management business on the small number of key drivers for your business

If you are simple amp clearer they will understand how to think about your activity

They may even ask for the same data

This destroys your future ability to keep your metrics ldquofeel goodldquo

DONrsquoTDONrsquoT

bull WHAT YOU MEASURE amp REWARD IS WHAT YOU GET

bull ESTABLISH USER ENGAGEMENT METRICS ndash TIME

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 35

ENGAGEMENT = VALUE

SixServingMen 6smcoukTuesday 01 May 2012

Page 36

MEASURE

SixServingMen 6smcoukTuesday 01 May 2012

Page 37

ON THE INTERNET NOBODY KNOWS YOUrsquoRE A DOG

July 5th 1993 cartoon in the New Yorker

bull Care that you are a dog

bull Know what type of dog you are

bull Treat you like a dog if you are one

DO EMAIL MARKETERS DO EMAIL MARKETERS

bull SEGMENT YOUR DATABASE

bull VALUE YOUR DATABASEbull MONITOR VALUE OVER

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 38

WHATrsquoS THE SOLUTION WHENhelliphelliphellip

512012

bull Lazy bull Overloaded bull Habitualbull Predictablebull Intelligent bull Inquisitive bull Impatientbull Busy

PEOPLE AREPEOPLE ARE

SixServingMen 6smcoukTuesday 01 May 2012

Page 39

DESIGN ACTIVITIES ISO GUIDELINES

Produce design solutions

3

Evaluate the Design4

Design solution Meets user Requirements

5

Specify User Requirements

2

Understand amp Specify the Context

1

SixServingMen 6smcoukTuesday 01 May 2012

Page 40

TESTING - EMAIL ndash DECISION TREES

SixServingMen 6smcoukTuesday 01 May 2012

Page 41

At no time while I am helping you will your problem become my problem

The instant your problem becomes mine you will no longer have a problem

I cannot help someone who hasnt got a problem

You may ask my help at any appointed time and we will make a joint determination of what the next move will be and who will make it

ONCKEN AND WASS 1974 - MONKEYS

512012

THEORYhelliphelliphellipTHEORYhelliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 42

1 Monkeys should be fed or shot 2 The monkey population should

be kept below the maximum number that the manager has time to feed

3 Monkeys should be fed by appointment only

4 Monkeys shall be fed face to face or by telephone but not in writing

5 Every monkey should have an assigned next feeding time amp degree of initiative

FIVE ACTIONS TO TAKE FIVE ACTIONS TO TAKE

MANAGING MONKEYS

bull GO FOR READY AIM FIRE NOT

READY FIREhelliphellip AIM

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 43

Confidential

RELEVANCE OF EMAIL

SixServingMen 6smcoukTuesday 01 May 2012

Page 44

Memail - WIIFM

512012

1 Whatrsquos in it for Youbull Confirm the email goalbull Prioritise the actions desired

2 Help me do what you want 3 Zero based email design4 Trust ndash Donrsquot break it5 Test 6 Review amp Refine

WHATrsquoS IN IT FOR ME WHATrsquoS IN IT FOR ME

SixServingMen 6smcoukTuesday 01 May 2012

Page 45

Gestalt = Pattern

1 Proximity2 Closure3 Similarity4 Continuity5 Enclosure6 Connection

GESTALT SCHOOL OF PSYCHOLOGY

bull UNDERSTAND HOW AND WHY SOMETHING WORKS ndash NOT JUST THAT IT HAS WORKED

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 46

6smcouk SixServingMen

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

512012

GESTALT SCHOOL OF PSYCHOLOGY

SixServingMen 6smcoukTuesday 01 May 2012

Page 47

DATA INK RATIO

The ink presentsData or InformationNot data or not Information = Noise

THEORYhelliphelliphellipTHEORYhelliphelliphellip

bull PIXELS RATHER THAN INK

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 48

SixServingMen 6smcoukTuesday 01 May 2012

Page 49

6smcouk SixServingMen512012

British Tennis Membership

SixServingMen 6smcoukTuesday 01 May 2012

Page 50

Twitter Newsletter ndash Edition 1

SixServingMen 6smcoukTuesday 01 May 2012

Page 51

6smcouk SixServingMen512012

Sign up to personal training by Direct Debit and enjoy one session absolutely free

SixServingMen 6smcoukTuesday 01 May 2012

Page 52

B2B Marketing introducing Vocus special offer Get a free pound25 MampS voucher for 30 minutes of your time

512012

SixServingMen 6smcoukTuesday 01 May 2012

Page 53

6smcouk SixServingMen512012

Image What does your email say about you

SixServingMen 6smcoukTuesday 01 May 2012

Page 54

Last Chance for online offers

SixServingMen 6smcoukTuesday 01 May 2012

Page 55

EXPECTATION - HOW SOON IS SOON

SixServingMen 6smcoukTuesday 01 May 2012

Page 56

DATA PROTECTION LANDSCAPE25TH JAN 2012 DATA PROTECTION

bull RIGHTS OF THE DATA SUBJECT

bull CONTROLLER AND PROCESSOR

bull TRANSFER OF PERSONAL DATA TO THIRD COUNTRIES OR INTERNATIONAL ORGANISATIONS

bull INDEPENDENT SUPERVISORY AUTHORITIES

bull CO-OPERATION amp CONSISTENCY

bull REMEDIES LIABILITY amp SANCTIONS

bull DELEGATED ACTS amp IMPLEMENTING ACTS

CHAPTERSCHAPTERS

SixServingMen 6smcoukTuesday 01 May 2012

Page 57

SO WHAT

1

VALUE EMAIL2

SEGMENT ndash

MEASURE

AND MONITOR3

GET INTO ldquoWHATrsquoS IN IT

FOR US rdquo

PLANNING4

TEST

5

LISTEN AND REFINE APPROPRIATELY

ACTION POINTSACTION POINTS

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

QUESTIONS

Stefan Elliottstefelliott6smcouk

SixServingMenStef_Elliott

Coffee breakhellip

The next session starts at 340

Re-engagement CampaignsJames Bunting

DMA Email Customer Lifecycle ndash Manchester 19th AprilRe-engaging Lapsed amp Lost Customers

Re-engagement CampaignsJames Bunting

Agenda

What do we mean by lsquowinning customers backrsquo

Re-engaging lapsed and lost subscribers

The benefits of re-engaging lapsed subscribers

The principles of a re-engagement campaign

Automation

Summary

Re-engagement CampaignsJames Bunting

What do we mean by lsquowinning customers backrsquo

Recipients can become unresponsive ndash re-engagement campaigns set out to email the disengaged customers and encourage them to respond to emails again

Re-engagement CampaignsJames Bunting

The benefits of re-engaging lapsed subscribers

Increase open and click rates

Increase conversions

Identify inactive amp dormant subscribers ndash full understanding of your data

Yoursquove spent money acquiring the email address so why lose itIts easier to retain an existing subscriber than find a new one

Re-engagement CampaignsJames Bunting

what is your average open rate

30

Re-engagement CampaignsJames Bunting

Re-engaging lapsed and lost subscribers

What is your average open rate 3070 are lapsed or lost subscribers

Review what you are currently doing

Look at what you are doing and what you want to achieveList out the communications you send by type and messageMap out your customer lifecycle ndash what are the stages the buying processes entry exit and customer touch pointsHow do these correspond to the frequency type and message you are sending

Re-engagement CampaignsJames Bunting

Define interaction and behavioural activity

Define inactive and dormant contactsConsider why someone may have become dormantDivide the list into those that have

not opened an email in the last x monthsnot purchased in the last x months

Important to segment the inactivity furtherSeparate recipients who have been active at some time in their history and made a purchase from those who are truly inactive and have not made a purchaseIt is important that different messages are sent to these different groups

Segment on non-activity

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 5: DMA North: Email customer lifecycle

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Content bull Optimising your sign up page bull How to encourage the right people to sign up bull Maximising off line Social media content sites etcbull White labels and Content bull Using 3 parties to Grow Your Lists

bull Data Validation and Appendbull List rental bull Lead generation

bull Foundations for List Growthndash

CDI and MDMbull Summary

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Optimising your sign up page

bull What was the last thing you signed up for and why

bull Has your own website got appeal

bull What information are you asking for and why

bull Is it clear what you are signing up for

bull Are expectations managed

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

What sort of sign up will work for you

HelloWant to sign in

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

bull Have multiple places to sign up

bull Direct traffic from high traffic areas and Social Networks

bull Explain what they are signing up for

bull Explain what will happen

bull If you need anything more than email and name explain

why

bull Make it simple and sell the benefits

How to encourage people on your site to sign up

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Case Study‐

Win4now on Experimently

Control

Variation 2

ResultsAdding a simple graphic

in the header of landing

pages rendered a 31

increase in sign‐ups at a

confidence level of 86

(This later rose to 95 after an

further 2 week test)

Good Further Examples on

httpwhichtestwoncom

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

And Finallyhellip Configure Analytics and AdWords goals for Registrations Optimise

campaigns for thishellip

More Info See Occamrsquos Razor

by Avinash Kaushikhttpwwwkaus

hiknetavinash

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Social Media and Offline Collect sign ups to your company at all

opportunities

bull In Store bull Telephone bull Postal bull Facebook (eg Wildfire)bull Twitter

Whenever you have the opportunity to

engage with customers and potential

customers offer them additional ways to hear

from you

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

White labels and Content White labels can be used to provide content for your website which will

encourage your visitors to register

The user is already on your website so has identified themselves

as someone

who has potential to engage with you However in order to register they need

an additional reason to part with their details

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

White label ndash Case Study ndash Now Magazine Now Magazine wanted to increase the

number of registrations

bull DMR integrated the instant win mechanism

across the site running a number of content

related competitions

bull In the first month 8000 additional

registrations from their own users

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

List Growth using 3rd Parties

1) Database enhancementA number of industry suppliers hold up‐to‐date and sophisticated software to enhanceyour existing data

(i) Data Validation‐

Experian QAS and GB Groups example Incorporation into your

sign‐up pages can help ensure correct details are logged and common entry mistakes

avoided in real time

(ii) Data Appending ndash

Several companies offer services to append missingincorrectly collected incomplete or out of date records with correct updated records

PLUG PLUG PLUG DMRi data pools derived from motoring insurance and

lifestyle sources totalling ~60million records

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

2) 3rd

Party Lead Generation bull This is when another company collects leads on your behalf

bull Many different approaches to lead generation

bull This data is unlikely to convert at the same rate as data collected on your own site but when done correctly can add additional valuable members

bull Keep in mind ROI High volumes of people on your list are only any use if they are the right people and actually want to hear

from you

bullOnly pay for data fields you are going to use

bull Test Monitor Test Monitor Test Monitor

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Examples of Online Lead Generation

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

bull 3rd

Party List Rental represents data records rented from another company

with the intention of communicating a marketing message to this list

bull There are two main types of list rental

1Where you send the email and the email comes from you

2Where the company who owns the data sends the email but the majority of

the email message is promoting your company

3) 3rd

Party List Rental

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

3rd

Party List Rental cont

bull When 3rd

Party List rental can workbull When 3rd

Party List rental will not work

What to consider when considering 3rd

party list

rental + Price + Age + How often is it emailed+ Compatibility + Test

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Foundations of Growing your Database CDI amp MDM

Customer Data Integration (CDI)‐

Establishing a standard process format for each

version of a customer record to be integrated into your database

Master Data Management (MDM) ndashA set of data governance standards processes

and metrics to ensure that databases are maintained

Conducting a Data Audit‐

Identifying all online and offline sources and documenting

data flows to find out how you can improve efficiency and maximise data return and

minimise opportunity cost

(Barclays est annual pound10million marketing savings in targeting and pound11 million maintenance from enterprise data and

warehousing‐

Effective IT Report (Information Age 2005))

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Summary bull Make sure you have maximised all internal options first and audited your data capture processes

bull Engage with your existing database and find out what triggered them to sign up and use this

information to make improvements

bull Give people a reason to sign up

bull Tell people what you are going to do and do it

bull Make it clear that people can unsubscribe easily

bull Use other touch points to collect email

bull Once internal options have been maximised consider 3rd

party options chose wisely ask lots of

questions test monitor and re‐monitor

bull Review regularly

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Thank you for listeninghellip

For Further reading please download the DMA white paper on3rd

party List Rental and Data

Capture

Kieran ShanahanMarketing amp Partnerships Manager

kierandmricouk0114 2815760

Sara WattsDirector

saradmricouk0114 2815760

About DMRi

Data Media amp Research Ltd have been at theforefront of digital marketing since the companywas established in 1995

Members of the Direct Marketing Associationsince 2002 ‐with representation on the Email Marketing Council and Legal and BestPractice Hub‐DMR proudly promotes and standsfor best industry practices in online datamarketing

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

6smcouk SixServingMen

Card playing Monkeys Dogs amp Bruce Forsyth

Stefan Elliottstefelliott6smcoukSixServingMenStef_Elliott

SixServingMen 6smcoukTuesday 01 May 2012

Page 23

Charlene Li amp Josh BernoffGroundswell Authors

We are all learning here ndash the best listeners will end up the smartest

SixServingMen 6smcoukTuesday 01 May 2012

Page 24

I keep six honest serving men they taught me all

I knew Their names are

What amp Why amp When and

How amp Where amp Who

Confidential

SIX SERVING MEN

RUDYARD KIPLINGRUDYARD KIPLING

SixServingMen 6smcoukTuesday 01 May 2012

Page 25

Why to Do 3

Where When Who - IntroductionsWhere When Who - Introductions1

Why What How 2

AGENDA

How to Do 4

What to Do 5

Questions

SixServingMen 6smcoukTuesday 01 May 2012

Page 26

100+ million websites

WHY EMAIL IS IMPORTANT

SixServingMen 6smcoukTuesday 01 May 2012

Page 27

Indirect

DIGITAL TRAFFIC - LANDSCAPE

Direct

3rd party referral sites

Social Media

Search

External SitesPartner Sites Suppliers Professional Bodies Affiliates Other helliphelliphellip

Visitors have multiple entry points and objectives for using your Digital assets Visitors have multiple entry points and objectives for using your Digital assets

SixServingMen 6smcoukTuesday 01 May 2012

Page 28

DIGITAL GOALS

Who

Tuesday 01 May 2012 Confidential

Why

How When What Where

SixServingMen 6smcoukTuesday 01 May 2012

Page 29

WHO ARE YOUR AUDIENCE

SixServingMen 6smcoukTuesday 01 May 2012

Page 30

AUDIENCE ENGAGEMENT MAP

Your capability to enhance engagement through targeted interaction is dictated by your ability to initiate stimulate effective communication

SixServingMen 6smcoukTuesday 01 May 2012

Page 31

LEVEL OF INTERACTION DEGREE OF ENGAGEMENT

bull Read watchbull Printbull Copybull Download

bull Read watchbull Printbull Copybull Download

bull Blog Commentbull Upload photosbull Videos

bull Blog Commentbull Upload photosbull Videos

Further contactbull Email

Connectbull Facebookbull Twitter etcbull Forward to a friend

Further contactbull Email

Connectbull Facebookbull Twitter etcbull Forward to a friend

BuyBuy

bull Dialogue in Forumbull On Line chatbull Dialogue in Forumbull On Line chat

bull Contact formbull emailbull Telephone

bull Contact formbull emailbull Telephone

ACTIVEPASSIVE

SixServingMen 6smcoukTuesday 01 May 2012

Page 32

MEASURES OF ENGAGEMENT Actions metrics KPIs1 Time spent on key pages2 Time spent on site (by source by entry page)3 Personalisation (pages display theme)4 Key page activity (post-activity)5 Alerts (register and response rates by channel CTR post click activity)6 Bookmarks (onsite offsite)7 Write Comments8 Download Articles PDFrsquos9 Email subscriptions10 Fans (become a fan of something someone)11 Favourites (add an item to favourites)12 Provide Feedback (via the site)13 Followers (follow something someone)14 Forward to a friend15 Groups (create join total number of groups group activity)16 Install widget (on a blog page Facebook etc)17 Invite Refer (a friend)18 Love Like this (a simpler form of rating something)19 Messaging (onsite)20 Submit Posts21 Set up Provide Profile (eg update avatar bio email etc)22 Print page23 Submit Ratings24 Registered users (new total active dormant churn)25 Report spam abuse26 Reviews27 Social media sharing participation (activity on key social media sites eg Facebook Twitter Digg etc)28 Testimonials29 Total contributors (and active contributors)30 Uploads (add an item eg articles links images videos)31 Views (videos ads rich images)32 Widgets (number of new widgets users embedded widgets)33 Wishlists (save an item to wishlist)34helliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 33

DRUNKEN MENrsquoS LAMP POSTS

He uses statistics as a drunken man uses lamp posts - for

support rather than illumination - Andrew

Lang

LAMP POSTS LAMP POSTS

SixServingMen 6smcoukTuesday 01 May 2012

Page 34

WYSIWYG ndash WHAT YOU SEE IS WHAT YOU GET

1 Gather Lots but only present bull The metrics that are positive bull Easy to manage metrics

2 Present bull Many metricsbull Extremely precise numbersbull Them quickly

3 Compare Metrics out of context4 Put them into really good looking

charts (3D movement multiple colours graphics etc)

STROKE ME METRICS STROKE ME METRICS

Never Ever try to educate your management business on the small number of key drivers for your business

If you are simple amp clearer they will understand how to think about your activity

They may even ask for the same data

This destroys your future ability to keep your metrics ldquofeel goodldquo

DONrsquoTDONrsquoT

bull WHAT YOU MEASURE amp REWARD IS WHAT YOU GET

bull ESTABLISH USER ENGAGEMENT METRICS ndash TIME

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 35

ENGAGEMENT = VALUE

SixServingMen 6smcoukTuesday 01 May 2012

Page 36

MEASURE

SixServingMen 6smcoukTuesday 01 May 2012

Page 37

ON THE INTERNET NOBODY KNOWS YOUrsquoRE A DOG

July 5th 1993 cartoon in the New Yorker

bull Care that you are a dog

bull Know what type of dog you are

bull Treat you like a dog if you are one

DO EMAIL MARKETERS DO EMAIL MARKETERS

bull SEGMENT YOUR DATABASE

bull VALUE YOUR DATABASEbull MONITOR VALUE OVER

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 38

WHATrsquoS THE SOLUTION WHENhelliphelliphellip

512012

bull Lazy bull Overloaded bull Habitualbull Predictablebull Intelligent bull Inquisitive bull Impatientbull Busy

PEOPLE AREPEOPLE ARE

SixServingMen 6smcoukTuesday 01 May 2012

Page 39

DESIGN ACTIVITIES ISO GUIDELINES

Produce design solutions

3

Evaluate the Design4

Design solution Meets user Requirements

5

Specify User Requirements

2

Understand amp Specify the Context

1

SixServingMen 6smcoukTuesday 01 May 2012

Page 40

TESTING - EMAIL ndash DECISION TREES

SixServingMen 6smcoukTuesday 01 May 2012

Page 41

At no time while I am helping you will your problem become my problem

The instant your problem becomes mine you will no longer have a problem

I cannot help someone who hasnt got a problem

You may ask my help at any appointed time and we will make a joint determination of what the next move will be and who will make it

ONCKEN AND WASS 1974 - MONKEYS

512012

THEORYhelliphelliphellipTHEORYhelliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 42

1 Monkeys should be fed or shot 2 The monkey population should

be kept below the maximum number that the manager has time to feed

3 Monkeys should be fed by appointment only

4 Monkeys shall be fed face to face or by telephone but not in writing

5 Every monkey should have an assigned next feeding time amp degree of initiative

FIVE ACTIONS TO TAKE FIVE ACTIONS TO TAKE

MANAGING MONKEYS

bull GO FOR READY AIM FIRE NOT

READY FIREhelliphellip AIM

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 43

Confidential

RELEVANCE OF EMAIL

SixServingMen 6smcoukTuesday 01 May 2012

Page 44

Memail - WIIFM

512012

1 Whatrsquos in it for Youbull Confirm the email goalbull Prioritise the actions desired

2 Help me do what you want 3 Zero based email design4 Trust ndash Donrsquot break it5 Test 6 Review amp Refine

WHATrsquoS IN IT FOR ME WHATrsquoS IN IT FOR ME

SixServingMen 6smcoukTuesday 01 May 2012

Page 45

Gestalt = Pattern

1 Proximity2 Closure3 Similarity4 Continuity5 Enclosure6 Connection

GESTALT SCHOOL OF PSYCHOLOGY

bull UNDERSTAND HOW AND WHY SOMETHING WORKS ndash NOT JUST THAT IT HAS WORKED

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 46

6smcouk SixServingMen

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

512012

GESTALT SCHOOL OF PSYCHOLOGY

SixServingMen 6smcoukTuesday 01 May 2012

Page 47

DATA INK RATIO

The ink presentsData or InformationNot data or not Information = Noise

THEORYhelliphelliphellipTHEORYhelliphelliphellip

bull PIXELS RATHER THAN INK

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 48

SixServingMen 6smcoukTuesday 01 May 2012

Page 49

6smcouk SixServingMen512012

British Tennis Membership

SixServingMen 6smcoukTuesday 01 May 2012

Page 50

Twitter Newsletter ndash Edition 1

SixServingMen 6smcoukTuesday 01 May 2012

Page 51

6smcouk SixServingMen512012

Sign up to personal training by Direct Debit and enjoy one session absolutely free

SixServingMen 6smcoukTuesday 01 May 2012

Page 52

B2B Marketing introducing Vocus special offer Get a free pound25 MampS voucher for 30 minutes of your time

512012

SixServingMen 6smcoukTuesday 01 May 2012

Page 53

6smcouk SixServingMen512012

Image What does your email say about you

SixServingMen 6smcoukTuesday 01 May 2012

Page 54

Last Chance for online offers

SixServingMen 6smcoukTuesday 01 May 2012

Page 55

EXPECTATION - HOW SOON IS SOON

SixServingMen 6smcoukTuesday 01 May 2012

Page 56

DATA PROTECTION LANDSCAPE25TH JAN 2012 DATA PROTECTION

bull RIGHTS OF THE DATA SUBJECT

bull CONTROLLER AND PROCESSOR

bull TRANSFER OF PERSONAL DATA TO THIRD COUNTRIES OR INTERNATIONAL ORGANISATIONS

bull INDEPENDENT SUPERVISORY AUTHORITIES

bull CO-OPERATION amp CONSISTENCY

bull REMEDIES LIABILITY amp SANCTIONS

bull DELEGATED ACTS amp IMPLEMENTING ACTS

CHAPTERSCHAPTERS

SixServingMen 6smcoukTuesday 01 May 2012

Page 57

SO WHAT

1

VALUE EMAIL2

SEGMENT ndash

MEASURE

AND MONITOR3

GET INTO ldquoWHATrsquoS IN IT

FOR US rdquo

PLANNING4

TEST

5

LISTEN AND REFINE APPROPRIATELY

ACTION POINTSACTION POINTS

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

QUESTIONS

Stefan Elliottstefelliott6smcouk

SixServingMenStef_Elliott

Coffee breakhellip

The next session starts at 340

Re-engagement CampaignsJames Bunting

DMA Email Customer Lifecycle ndash Manchester 19th AprilRe-engaging Lapsed amp Lost Customers

Re-engagement CampaignsJames Bunting

Agenda

What do we mean by lsquowinning customers backrsquo

Re-engaging lapsed and lost subscribers

The benefits of re-engaging lapsed subscribers

The principles of a re-engagement campaign

Automation

Summary

Re-engagement CampaignsJames Bunting

What do we mean by lsquowinning customers backrsquo

Recipients can become unresponsive ndash re-engagement campaigns set out to email the disengaged customers and encourage them to respond to emails again

Re-engagement CampaignsJames Bunting

The benefits of re-engaging lapsed subscribers

Increase open and click rates

Increase conversions

Identify inactive amp dormant subscribers ndash full understanding of your data

Yoursquove spent money acquiring the email address so why lose itIts easier to retain an existing subscriber than find a new one

Re-engagement CampaignsJames Bunting

what is your average open rate

30

Re-engagement CampaignsJames Bunting

Re-engaging lapsed and lost subscribers

What is your average open rate 3070 are lapsed or lost subscribers

Review what you are currently doing

Look at what you are doing and what you want to achieveList out the communications you send by type and messageMap out your customer lifecycle ndash what are the stages the buying processes entry exit and customer touch pointsHow do these correspond to the frequency type and message you are sending

Re-engagement CampaignsJames Bunting

Define interaction and behavioural activity

Define inactive and dormant contactsConsider why someone may have become dormantDivide the list into those that have

not opened an email in the last x monthsnot purchased in the last x months

Important to segment the inactivity furtherSeparate recipients who have been active at some time in their history and made a purchase from those who are truly inactive and have not made a purchaseIt is important that different messages are sent to these different groups

Segment on non-activity

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 6: DMA North: Email customer lifecycle

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Optimising your sign up page

bull What was the last thing you signed up for and why

bull Has your own website got appeal

bull What information are you asking for and why

bull Is it clear what you are signing up for

bull Are expectations managed

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

What sort of sign up will work for you

HelloWant to sign in

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

bull Have multiple places to sign up

bull Direct traffic from high traffic areas and Social Networks

bull Explain what they are signing up for

bull Explain what will happen

bull If you need anything more than email and name explain

why

bull Make it simple and sell the benefits

How to encourage people on your site to sign up

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Case Study‐

Win4now on Experimently

Control

Variation 2

ResultsAdding a simple graphic

in the header of landing

pages rendered a 31

increase in sign‐ups at a

confidence level of 86

(This later rose to 95 after an

further 2 week test)

Good Further Examples on

httpwhichtestwoncom

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

And Finallyhellip Configure Analytics and AdWords goals for Registrations Optimise

campaigns for thishellip

More Info See Occamrsquos Razor

by Avinash Kaushikhttpwwwkaus

hiknetavinash

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Social Media and Offline Collect sign ups to your company at all

opportunities

bull In Store bull Telephone bull Postal bull Facebook (eg Wildfire)bull Twitter

Whenever you have the opportunity to

engage with customers and potential

customers offer them additional ways to hear

from you

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

White labels and Content White labels can be used to provide content for your website which will

encourage your visitors to register

The user is already on your website so has identified themselves

as someone

who has potential to engage with you However in order to register they need

an additional reason to part with their details

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

White label ndash Case Study ndash Now Magazine Now Magazine wanted to increase the

number of registrations

bull DMR integrated the instant win mechanism

across the site running a number of content

related competitions

bull In the first month 8000 additional

registrations from their own users

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

List Growth using 3rd Parties

1) Database enhancementA number of industry suppliers hold up‐to‐date and sophisticated software to enhanceyour existing data

(i) Data Validation‐

Experian QAS and GB Groups example Incorporation into your

sign‐up pages can help ensure correct details are logged and common entry mistakes

avoided in real time

(ii) Data Appending ndash

Several companies offer services to append missingincorrectly collected incomplete or out of date records with correct updated records

PLUG PLUG PLUG DMRi data pools derived from motoring insurance and

lifestyle sources totalling ~60million records

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

2) 3rd

Party Lead Generation bull This is when another company collects leads on your behalf

bull Many different approaches to lead generation

bull This data is unlikely to convert at the same rate as data collected on your own site but when done correctly can add additional valuable members

bull Keep in mind ROI High volumes of people on your list are only any use if they are the right people and actually want to hear

from you

bullOnly pay for data fields you are going to use

bull Test Monitor Test Monitor Test Monitor

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Examples of Online Lead Generation

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

bull 3rd

Party List Rental represents data records rented from another company

with the intention of communicating a marketing message to this list

bull There are two main types of list rental

1Where you send the email and the email comes from you

2Where the company who owns the data sends the email but the majority of

the email message is promoting your company

3) 3rd

Party List Rental

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

3rd

Party List Rental cont

bull When 3rd

Party List rental can workbull When 3rd

Party List rental will not work

What to consider when considering 3rd

party list

rental + Price + Age + How often is it emailed+ Compatibility + Test

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Foundations of Growing your Database CDI amp MDM

Customer Data Integration (CDI)‐

Establishing a standard process format for each

version of a customer record to be integrated into your database

Master Data Management (MDM) ndashA set of data governance standards processes

and metrics to ensure that databases are maintained

Conducting a Data Audit‐

Identifying all online and offline sources and documenting

data flows to find out how you can improve efficiency and maximise data return and

minimise opportunity cost

(Barclays est annual pound10million marketing savings in targeting and pound11 million maintenance from enterprise data and

warehousing‐

Effective IT Report (Information Age 2005))

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Summary bull Make sure you have maximised all internal options first and audited your data capture processes

bull Engage with your existing database and find out what triggered them to sign up and use this

information to make improvements

bull Give people a reason to sign up

bull Tell people what you are going to do and do it

bull Make it clear that people can unsubscribe easily

bull Use other touch points to collect email

bull Once internal options have been maximised consider 3rd

party options chose wisely ask lots of

questions test monitor and re‐monitor

bull Review regularly

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Thank you for listeninghellip

For Further reading please download the DMA white paper on3rd

party List Rental and Data

Capture

Kieran ShanahanMarketing amp Partnerships Manager

kierandmricouk0114 2815760

Sara WattsDirector

saradmricouk0114 2815760

About DMRi

Data Media amp Research Ltd have been at theforefront of digital marketing since the companywas established in 1995

Members of the Direct Marketing Associationsince 2002 ‐with representation on the Email Marketing Council and Legal and BestPractice Hub‐DMR proudly promotes and standsfor best industry practices in online datamarketing

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

6smcouk SixServingMen

Card playing Monkeys Dogs amp Bruce Forsyth

Stefan Elliottstefelliott6smcoukSixServingMenStef_Elliott

SixServingMen 6smcoukTuesday 01 May 2012

Page 23

Charlene Li amp Josh BernoffGroundswell Authors

We are all learning here ndash the best listeners will end up the smartest

SixServingMen 6smcoukTuesday 01 May 2012

Page 24

I keep six honest serving men they taught me all

I knew Their names are

What amp Why amp When and

How amp Where amp Who

Confidential

SIX SERVING MEN

RUDYARD KIPLINGRUDYARD KIPLING

SixServingMen 6smcoukTuesday 01 May 2012

Page 25

Why to Do 3

Where When Who - IntroductionsWhere When Who - Introductions1

Why What How 2

AGENDA

How to Do 4

What to Do 5

Questions

SixServingMen 6smcoukTuesday 01 May 2012

Page 26

100+ million websites

WHY EMAIL IS IMPORTANT

SixServingMen 6smcoukTuesday 01 May 2012

Page 27

Indirect

DIGITAL TRAFFIC - LANDSCAPE

Direct

3rd party referral sites

Social Media

Search

External SitesPartner Sites Suppliers Professional Bodies Affiliates Other helliphelliphellip

Visitors have multiple entry points and objectives for using your Digital assets Visitors have multiple entry points and objectives for using your Digital assets

SixServingMen 6smcoukTuesday 01 May 2012

Page 28

DIGITAL GOALS

Who

Tuesday 01 May 2012 Confidential

Why

How When What Where

SixServingMen 6smcoukTuesday 01 May 2012

Page 29

WHO ARE YOUR AUDIENCE

SixServingMen 6smcoukTuesday 01 May 2012

Page 30

AUDIENCE ENGAGEMENT MAP

Your capability to enhance engagement through targeted interaction is dictated by your ability to initiate stimulate effective communication

SixServingMen 6smcoukTuesday 01 May 2012

Page 31

LEVEL OF INTERACTION DEGREE OF ENGAGEMENT

bull Read watchbull Printbull Copybull Download

bull Read watchbull Printbull Copybull Download

bull Blog Commentbull Upload photosbull Videos

bull Blog Commentbull Upload photosbull Videos

Further contactbull Email

Connectbull Facebookbull Twitter etcbull Forward to a friend

Further contactbull Email

Connectbull Facebookbull Twitter etcbull Forward to a friend

BuyBuy

bull Dialogue in Forumbull On Line chatbull Dialogue in Forumbull On Line chat

bull Contact formbull emailbull Telephone

bull Contact formbull emailbull Telephone

ACTIVEPASSIVE

SixServingMen 6smcoukTuesday 01 May 2012

Page 32

MEASURES OF ENGAGEMENT Actions metrics KPIs1 Time spent on key pages2 Time spent on site (by source by entry page)3 Personalisation (pages display theme)4 Key page activity (post-activity)5 Alerts (register and response rates by channel CTR post click activity)6 Bookmarks (onsite offsite)7 Write Comments8 Download Articles PDFrsquos9 Email subscriptions10 Fans (become a fan of something someone)11 Favourites (add an item to favourites)12 Provide Feedback (via the site)13 Followers (follow something someone)14 Forward to a friend15 Groups (create join total number of groups group activity)16 Install widget (on a blog page Facebook etc)17 Invite Refer (a friend)18 Love Like this (a simpler form of rating something)19 Messaging (onsite)20 Submit Posts21 Set up Provide Profile (eg update avatar bio email etc)22 Print page23 Submit Ratings24 Registered users (new total active dormant churn)25 Report spam abuse26 Reviews27 Social media sharing participation (activity on key social media sites eg Facebook Twitter Digg etc)28 Testimonials29 Total contributors (and active contributors)30 Uploads (add an item eg articles links images videos)31 Views (videos ads rich images)32 Widgets (number of new widgets users embedded widgets)33 Wishlists (save an item to wishlist)34helliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 33

DRUNKEN MENrsquoS LAMP POSTS

He uses statistics as a drunken man uses lamp posts - for

support rather than illumination - Andrew

Lang

LAMP POSTS LAMP POSTS

SixServingMen 6smcoukTuesday 01 May 2012

Page 34

WYSIWYG ndash WHAT YOU SEE IS WHAT YOU GET

1 Gather Lots but only present bull The metrics that are positive bull Easy to manage metrics

2 Present bull Many metricsbull Extremely precise numbersbull Them quickly

3 Compare Metrics out of context4 Put them into really good looking

charts (3D movement multiple colours graphics etc)

STROKE ME METRICS STROKE ME METRICS

Never Ever try to educate your management business on the small number of key drivers for your business

If you are simple amp clearer they will understand how to think about your activity

They may even ask for the same data

This destroys your future ability to keep your metrics ldquofeel goodldquo

DONrsquoTDONrsquoT

bull WHAT YOU MEASURE amp REWARD IS WHAT YOU GET

bull ESTABLISH USER ENGAGEMENT METRICS ndash TIME

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 35

ENGAGEMENT = VALUE

SixServingMen 6smcoukTuesday 01 May 2012

Page 36

MEASURE

SixServingMen 6smcoukTuesday 01 May 2012

Page 37

ON THE INTERNET NOBODY KNOWS YOUrsquoRE A DOG

July 5th 1993 cartoon in the New Yorker

bull Care that you are a dog

bull Know what type of dog you are

bull Treat you like a dog if you are one

DO EMAIL MARKETERS DO EMAIL MARKETERS

bull SEGMENT YOUR DATABASE

bull VALUE YOUR DATABASEbull MONITOR VALUE OVER

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 38

WHATrsquoS THE SOLUTION WHENhelliphelliphellip

512012

bull Lazy bull Overloaded bull Habitualbull Predictablebull Intelligent bull Inquisitive bull Impatientbull Busy

PEOPLE AREPEOPLE ARE

SixServingMen 6smcoukTuesday 01 May 2012

Page 39

DESIGN ACTIVITIES ISO GUIDELINES

Produce design solutions

3

Evaluate the Design4

Design solution Meets user Requirements

5

Specify User Requirements

2

Understand amp Specify the Context

1

SixServingMen 6smcoukTuesday 01 May 2012

Page 40

TESTING - EMAIL ndash DECISION TREES

SixServingMen 6smcoukTuesday 01 May 2012

Page 41

At no time while I am helping you will your problem become my problem

The instant your problem becomes mine you will no longer have a problem

I cannot help someone who hasnt got a problem

You may ask my help at any appointed time and we will make a joint determination of what the next move will be and who will make it

ONCKEN AND WASS 1974 - MONKEYS

512012

THEORYhelliphelliphellipTHEORYhelliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 42

1 Monkeys should be fed or shot 2 The monkey population should

be kept below the maximum number that the manager has time to feed

3 Monkeys should be fed by appointment only

4 Monkeys shall be fed face to face or by telephone but not in writing

5 Every monkey should have an assigned next feeding time amp degree of initiative

FIVE ACTIONS TO TAKE FIVE ACTIONS TO TAKE

MANAGING MONKEYS

bull GO FOR READY AIM FIRE NOT

READY FIREhelliphellip AIM

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 43

Confidential

RELEVANCE OF EMAIL

SixServingMen 6smcoukTuesday 01 May 2012

Page 44

Memail - WIIFM

512012

1 Whatrsquos in it for Youbull Confirm the email goalbull Prioritise the actions desired

2 Help me do what you want 3 Zero based email design4 Trust ndash Donrsquot break it5 Test 6 Review amp Refine

WHATrsquoS IN IT FOR ME WHATrsquoS IN IT FOR ME

SixServingMen 6smcoukTuesday 01 May 2012

Page 45

Gestalt = Pattern

1 Proximity2 Closure3 Similarity4 Continuity5 Enclosure6 Connection

GESTALT SCHOOL OF PSYCHOLOGY

bull UNDERSTAND HOW AND WHY SOMETHING WORKS ndash NOT JUST THAT IT HAS WORKED

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 46

6smcouk SixServingMen

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

512012

GESTALT SCHOOL OF PSYCHOLOGY

SixServingMen 6smcoukTuesday 01 May 2012

Page 47

DATA INK RATIO

The ink presentsData or InformationNot data or not Information = Noise

THEORYhelliphelliphellipTHEORYhelliphelliphellip

bull PIXELS RATHER THAN INK

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 48

SixServingMen 6smcoukTuesday 01 May 2012

Page 49

6smcouk SixServingMen512012

British Tennis Membership

SixServingMen 6smcoukTuesday 01 May 2012

Page 50

Twitter Newsletter ndash Edition 1

SixServingMen 6smcoukTuesday 01 May 2012

Page 51

6smcouk SixServingMen512012

Sign up to personal training by Direct Debit and enjoy one session absolutely free

SixServingMen 6smcoukTuesday 01 May 2012

Page 52

B2B Marketing introducing Vocus special offer Get a free pound25 MampS voucher for 30 minutes of your time

512012

SixServingMen 6smcoukTuesday 01 May 2012

Page 53

6smcouk SixServingMen512012

Image What does your email say about you

SixServingMen 6smcoukTuesday 01 May 2012

Page 54

Last Chance for online offers

SixServingMen 6smcoukTuesday 01 May 2012

Page 55

EXPECTATION - HOW SOON IS SOON

SixServingMen 6smcoukTuesday 01 May 2012

Page 56

DATA PROTECTION LANDSCAPE25TH JAN 2012 DATA PROTECTION

bull RIGHTS OF THE DATA SUBJECT

bull CONTROLLER AND PROCESSOR

bull TRANSFER OF PERSONAL DATA TO THIRD COUNTRIES OR INTERNATIONAL ORGANISATIONS

bull INDEPENDENT SUPERVISORY AUTHORITIES

bull CO-OPERATION amp CONSISTENCY

bull REMEDIES LIABILITY amp SANCTIONS

bull DELEGATED ACTS amp IMPLEMENTING ACTS

CHAPTERSCHAPTERS

SixServingMen 6smcoukTuesday 01 May 2012

Page 57

SO WHAT

1

VALUE EMAIL2

SEGMENT ndash

MEASURE

AND MONITOR3

GET INTO ldquoWHATrsquoS IN IT

FOR US rdquo

PLANNING4

TEST

5

LISTEN AND REFINE APPROPRIATELY

ACTION POINTSACTION POINTS

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

QUESTIONS

Stefan Elliottstefelliott6smcouk

SixServingMenStef_Elliott

Coffee breakhellip

The next session starts at 340

Re-engagement CampaignsJames Bunting

DMA Email Customer Lifecycle ndash Manchester 19th AprilRe-engaging Lapsed amp Lost Customers

Re-engagement CampaignsJames Bunting

Agenda

What do we mean by lsquowinning customers backrsquo

Re-engaging lapsed and lost subscribers

The benefits of re-engaging lapsed subscribers

The principles of a re-engagement campaign

Automation

Summary

Re-engagement CampaignsJames Bunting

What do we mean by lsquowinning customers backrsquo

Recipients can become unresponsive ndash re-engagement campaigns set out to email the disengaged customers and encourage them to respond to emails again

Re-engagement CampaignsJames Bunting

The benefits of re-engaging lapsed subscribers

Increase open and click rates

Increase conversions

Identify inactive amp dormant subscribers ndash full understanding of your data

Yoursquove spent money acquiring the email address so why lose itIts easier to retain an existing subscriber than find a new one

Re-engagement CampaignsJames Bunting

what is your average open rate

30

Re-engagement CampaignsJames Bunting

Re-engaging lapsed and lost subscribers

What is your average open rate 3070 are lapsed or lost subscribers

Review what you are currently doing

Look at what you are doing and what you want to achieveList out the communications you send by type and messageMap out your customer lifecycle ndash what are the stages the buying processes entry exit and customer touch pointsHow do these correspond to the frequency type and message you are sending

Re-engagement CampaignsJames Bunting

Define interaction and behavioural activity

Define inactive and dormant contactsConsider why someone may have become dormantDivide the list into those that have

not opened an email in the last x monthsnot purchased in the last x months

Important to segment the inactivity furtherSeparate recipients who have been active at some time in their history and made a purchase from those who are truly inactive and have not made a purchaseIt is important that different messages are sent to these different groups

Segment on non-activity

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 7: DMA North: Email customer lifecycle

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

What sort of sign up will work for you

HelloWant to sign in

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

bull Have multiple places to sign up

bull Direct traffic from high traffic areas and Social Networks

bull Explain what they are signing up for

bull Explain what will happen

bull If you need anything more than email and name explain

why

bull Make it simple and sell the benefits

How to encourage people on your site to sign up

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Case Study‐

Win4now on Experimently

Control

Variation 2

ResultsAdding a simple graphic

in the header of landing

pages rendered a 31

increase in sign‐ups at a

confidence level of 86

(This later rose to 95 after an

further 2 week test)

Good Further Examples on

httpwhichtestwoncom

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

And Finallyhellip Configure Analytics and AdWords goals for Registrations Optimise

campaigns for thishellip

More Info See Occamrsquos Razor

by Avinash Kaushikhttpwwwkaus

hiknetavinash

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Social Media and Offline Collect sign ups to your company at all

opportunities

bull In Store bull Telephone bull Postal bull Facebook (eg Wildfire)bull Twitter

Whenever you have the opportunity to

engage with customers and potential

customers offer them additional ways to hear

from you

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

White labels and Content White labels can be used to provide content for your website which will

encourage your visitors to register

The user is already on your website so has identified themselves

as someone

who has potential to engage with you However in order to register they need

an additional reason to part with their details

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

White label ndash Case Study ndash Now Magazine Now Magazine wanted to increase the

number of registrations

bull DMR integrated the instant win mechanism

across the site running a number of content

related competitions

bull In the first month 8000 additional

registrations from their own users

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

List Growth using 3rd Parties

1) Database enhancementA number of industry suppliers hold up‐to‐date and sophisticated software to enhanceyour existing data

(i) Data Validation‐

Experian QAS and GB Groups example Incorporation into your

sign‐up pages can help ensure correct details are logged and common entry mistakes

avoided in real time

(ii) Data Appending ndash

Several companies offer services to append missingincorrectly collected incomplete or out of date records with correct updated records

PLUG PLUG PLUG DMRi data pools derived from motoring insurance and

lifestyle sources totalling ~60million records

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

2) 3rd

Party Lead Generation bull This is when another company collects leads on your behalf

bull Many different approaches to lead generation

bull This data is unlikely to convert at the same rate as data collected on your own site but when done correctly can add additional valuable members

bull Keep in mind ROI High volumes of people on your list are only any use if they are the right people and actually want to hear

from you

bullOnly pay for data fields you are going to use

bull Test Monitor Test Monitor Test Monitor

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Examples of Online Lead Generation

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

bull 3rd

Party List Rental represents data records rented from another company

with the intention of communicating a marketing message to this list

bull There are two main types of list rental

1Where you send the email and the email comes from you

2Where the company who owns the data sends the email but the majority of

the email message is promoting your company

3) 3rd

Party List Rental

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

3rd

Party List Rental cont

bull When 3rd

Party List rental can workbull When 3rd

Party List rental will not work

What to consider when considering 3rd

party list

rental + Price + Age + How often is it emailed+ Compatibility + Test

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Foundations of Growing your Database CDI amp MDM

Customer Data Integration (CDI)‐

Establishing a standard process format for each

version of a customer record to be integrated into your database

Master Data Management (MDM) ndashA set of data governance standards processes

and metrics to ensure that databases are maintained

Conducting a Data Audit‐

Identifying all online and offline sources and documenting

data flows to find out how you can improve efficiency and maximise data return and

minimise opportunity cost

(Barclays est annual pound10million marketing savings in targeting and pound11 million maintenance from enterprise data and

warehousing‐

Effective IT Report (Information Age 2005))

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Summary bull Make sure you have maximised all internal options first and audited your data capture processes

bull Engage with your existing database and find out what triggered them to sign up and use this

information to make improvements

bull Give people a reason to sign up

bull Tell people what you are going to do and do it

bull Make it clear that people can unsubscribe easily

bull Use other touch points to collect email

bull Once internal options have been maximised consider 3rd

party options chose wisely ask lots of

questions test monitor and re‐monitor

bull Review regularly

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Thank you for listeninghellip

For Further reading please download the DMA white paper on3rd

party List Rental and Data

Capture

Kieran ShanahanMarketing amp Partnerships Manager

kierandmricouk0114 2815760

Sara WattsDirector

saradmricouk0114 2815760

About DMRi

Data Media amp Research Ltd have been at theforefront of digital marketing since the companywas established in 1995

Members of the Direct Marketing Associationsince 2002 ‐with representation on the Email Marketing Council and Legal and BestPractice Hub‐DMR proudly promotes and standsfor best industry practices in online datamarketing

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

6smcouk SixServingMen

Card playing Monkeys Dogs amp Bruce Forsyth

Stefan Elliottstefelliott6smcoukSixServingMenStef_Elliott

SixServingMen 6smcoukTuesday 01 May 2012

Page 23

Charlene Li amp Josh BernoffGroundswell Authors

We are all learning here ndash the best listeners will end up the smartest

SixServingMen 6smcoukTuesday 01 May 2012

Page 24

I keep six honest serving men they taught me all

I knew Their names are

What amp Why amp When and

How amp Where amp Who

Confidential

SIX SERVING MEN

RUDYARD KIPLINGRUDYARD KIPLING

SixServingMen 6smcoukTuesday 01 May 2012

Page 25

Why to Do 3

Where When Who - IntroductionsWhere When Who - Introductions1

Why What How 2

AGENDA

How to Do 4

What to Do 5

Questions

SixServingMen 6smcoukTuesday 01 May 2012

Page 26

100+ million websites

WHY EMAIL IS IMPORTANT

SixServingMen 6smcoukTuesday 01 May 2012

Page 27

Indirect

DIGITAL TRAFFIC - LANDSCAPE

Direct

3rd party referral sites

Social Media

Search

External SitesPartner Sites Suppliers Professional Bodies Affiliates Other helliphelliphellip

Visitors have multiple entry points and objectives for using your Digital assets Visitors have multiple entry points and objectives for using your Digital assets

SixServingMen 6smcoukTuesday 01 May 2012

Page 28

DIGITAL GOALS

Who

Tuesday 01 May 2012 Confidential

Why

How When What Where

SixServingMen 6smcoukTuesday 01 May 2012

Page 29

WHO ARE YOUR AUDIENCE

SixServingMen 6smcoukTuesday 01 May 2012

Page 30

AUDIENCE ENGAGEMENT MAP

Your capability to enhance engagement through targeted interaction is dictated by your ability to initiate stimulate effective communication

SixServingMen 6smcoukTuesday 01 May 2012

Page 31

LEVEL OF INTERACTION DEGREE OF ENGAGEMENT

bull Read watchbull Printbull Copybull Download

bull Read watchbull Printbull Copybull Download

bull Blog Commentbull Upload photosbull Videos

bull Blog Commentbull Upload photosbull Videos

Further contactbull Email

Connectbull Facebookbull Twitter etcbull Forward to a friend

Further contactbull Email

Connectbull Facebookbull Twitter etcbull Forward to a friend

BuyBuy

bull Dialogue in Forumbull On Line chatbull Dialogue in Forumbull On Line chat

bull Contact formbull emailbull Telephone

bull Contact formbull emailbull Telephone

ACTIVEPASSIVE

SixServingMen 6smcoukTuesday 01 May 2012

Page 32

MEASURES OF ENGAGEMENT Actions metrics KPIs1 Time spent on key pages2 Time spent on site (by source by entry page)3 Personalisation (pages display theme)4 Key page activity (post-activity)5 Alerts (register and response rates by channel CTR post click activity)6 Bookmarks (onsite offsite)7 Write Comments8 Download Articles PDFrsquos9 Email subscriptions10 Fans (become a fan of something someone)11 Favourites (add an item to favourites)12 Provide Feedback (via the site)13 Followers (follow something someone)14 Forward to a friend15 Groups (create join total number of groups group activity)16 Install widget (on a blog page Facebook etc)17 Invite Refer (a friend)18 Love Like this (a simpler form of rating something)19 Messaging (onsite)20 Submit Posts21 Set up Provide Profile (eg update avatar bio email etc)22 Print page23 Submit Ratings24 Registered users (new total active dormant churn)25 Report spam abuse26 Reviews27 Social media sharing participation (activity on key social media sites eg Facebook Twitter Digg etc)28 Testimonials29 Total contributors (and active contributors)30 Uploads (add an item eg articles links images videos)31 Views (videos ads rich images)32 Widgets (number of new widgets users embedded widgets)33 Wishlists (save an item to wishlist)34helliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 33

DRUNKEN MENrsquoS LAMP POSTS

He uses statistics as a drunken man uses lamp posts - for

support rather than illumination - Andrew

Lang

LAMP POSTS LAMP POSTS

SixServingMen 6smcoukTuesday 01 May 2012

Page 34

WYSIWYG ndash WHAT YOU SEE IS WHAT YOU GET

1 Gather Lots but only present bull The metrics that are positive bull Easy to manage metrics

2 Present bull Many metricsbull Extremely precise numbersbull Them quickly

3 Compare Metrics out of context4 Put them into really good looking

charts (3D movement multiple colours graphics etc)

STROKE ME METRICS STROKE ME METRICS

Never Ever try to educate your management business on the small number of key drivers for your business

If you are simple amp clearer they will understand how to think about your activity

They may even ask for the same data

This destroys your future ability to keep your metrics ldquofeel goodldquo

DONrsquoTDONrsquoT

bull WHAT YOU MEASURE amp REWARD IS WHAT YOU GET

bull ESTABLISH USER ENGAGEMENT METRICS ndash TIME

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 35

ENGAGEMENT = VALUE

SixServingMen 6smcoukTuesday 01 May 2012

Page 36

MEASURE

SixServingMen 6smcoukTuesday 01 May 2012

Page 37

ON THE INTERNET NOBODY KNOWS YOUrsquoRE A DOG

July 5th 1993 cartoon in the New Yorker

bull Care that you are a dog

bull Know what type of dog you are

bull Treat you like a dog if you are one

DO EMAIL MARKETERS DO EMAIL MARKETERS

bull SEGMENT YOUR DATABASE

bull VALUE YOUR DATABASEbull MONITOR VALUE OVER

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 38

WHATrsquoS THE SOLUTION WHENhelliphelliphellip

512012

bull Lazy bull Overloaded bull Habitualbull Predictablebull Intelligent bull Inquisitive bull Impatientbull Busy

PEOPLE AREPEOPLE ARE

SixServingMen 6smcoukTuesday 01 May 2012

Page 39

DESIGN ACTIVITIES ISO GUIDELINES

Produce design solutions

3

Evaluate the Design4

Design solution Meets user Requirements

5

Specify User Requirements

2

Understand amp Specify the Context

1

SixServingMen 6smcoukTuesday 01 May 2012

Page 40

TESTING - EMAIL ndash DECISION TREES

SixServingMen 6smcoukTuesday 01 May 2012

Page 41

At no time while I am helping you will your problem become my problem

The instant your problem becomes mine you will no longer have a problem

I cannot help someone who hasnt got a problem

You may ask my help at any appointed time and we will make a joint determination of what the next move will be and who will make it

ONCKEN AND WASS 1974 - MONKEYS

512012

THEORYhelliphelliphellipTHEORYhelliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 42

1 Monkeys should be fed or shot 2 The monkey population should

be kept below the maximum number that the manager has time to feed

3 Monkeys should be fed by appointment only

4 Monkeys shall be fed face to face or by telephone but not in writing

5 Every monkey should have an assigned next feeding time amp degree of initiative

FIVE ACTIONS TO TAKE FIVE ACTIONS TO TAKE

MANAGING MONKEYS

bull GO FOR READY AIM FIRE NOT

READY FIREhelliphellip AIM

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 43

Confidential

RELEVANCE OF EMAIL

SixServingMen 6smcoukTuesday 01 May 2012

Page 44

Memail - WIIFM

512012

1 Whatrsquos in it for Youbull Confirm the email goalbull Prioritise the actions desired

2 Help me do what you want 3 Zero based email design4 Trust ndash Donrsquot break it5 Test 6 Review amp Refine

WHATrsquoS IN IT FOR ME WHATrsquoS IN IT FOR ME

SixServingMen 6smcoukTuesday 01 May 2012

Page 45

Gestalt = Pattern

1 Proximity2 Closure3 Similarity4 Continuity5 Enclosure6 Connection

GESTALT SCHOOL OF PSYCHOLOGY

bull UNDERSTAND HOW AND WHY SOMETHING WORKS ndash NOT JUST THAT IT HAS WORKED

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 46

6smcouk SixServingMen

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

512012

GESTALT SCHOOL OF PSYCHOLOGY

SixServingMen 6smcoukTuesday 01 May 2012

Page 47

DATA INK RATIO

The ink presentsData or InformationNot data or not Information = Noise

THEORYhelliphelliphellipTHEORYhelliphelliphellip

bull PIXELS RATHER THAN INK

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 48

SixServingMen 6smcoukTuesday 01 May 2012

Page 49

6smcouk SixServingMen512012

British Tennis Membership

SixServingMen 6smcoukTuesday 01 May 2012

Page 50

Twitter Newsletter ndash Edition 1

SixServingMen 6smcoukTuesday 01 May 2012

Page 51

6smcouk SixServingMen512012

Sign up to personal training by Direct Debit and enjoy one session absolutely free

SixServingMen 6smcoukTuesday 01 May 2012

Page 52

B2B Marketing introducing Vocus special offer Get a free pound25 MampS voucher for 30 minutes of your time

512012

SixServingMen 6smcoukTuesday 01 May 2012

Page 53

6smcouk SixServingMen512012

Image What does your email say about you

SixServingMen 6smcoukTuesday 01 May 2012

Page 54

Last Chance for online offers

SixServingMen 6smcoukTuesday 01 May 2012

Page 55

EXPECTATION - HOW SOON IS SOON

SixServingMen 6smcoukTuesday 01 May 2012

Page 56

DATA PROTECTION LANDSCAPE25TH JAN 2012 DATA PROTECTION

bull RIGHTS OF THE DATA SUBJECT

bull CONTROLLER AND PROCESSOR

bull TRANSFER OF PERSONAL DATA TO THIRD COUNTRIES OR INTERNATIONAL ORGANISATIONS

bull INDEPENDENT SUPERVISORY AUTHORITIES

bull CO-OPERATION amp CONSISTENCY

bull REMEDIES LIABILITY amp SANCTIONS

bull DELEGATED ACTS amp IMPLEMENTING ACTS

CHAPTERSCHAPTERS

SixServingMen 6smcoukTuesday 01 May 2012

Page 57

SO WHAT

1

VALUE EMAIL2

SEGMENT ndash

MEASURE

AND MONITOR3

GET INTO ldquoWHATrsquoS IN IT

FOR US rdquo

PLANNING4

TEST

5

LISTEN AND REFINE APPROPRIATELY

ACTION POINTSACTION POINTS

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

QUESTIONS

Stefan Elliottstefelliott6smcouk

SixServingMenStef_Elliott

Coffee breakhellip

The next session starts at 340

Re-engagement CampaignsJames Bunting

DMA Email Customer Lifecycle ndash Manchester 19th AprilRe-engaging Lapsed amp Lost Customers

Re-engagement CampaignsJames Bunting

Agenda

What do we mean by lsquowinning customers backrsquo

Re-engaging lapsed and lost subscribers

The benefits of re-engaging lapsed subscribers

The principles of a re-engagement campaign

Automation

Summary

Re-engagement CampaignsJames Bunting

What do we mean by lsquowinning customers backrsquo

Recipients can become unresponsive ndash re-engagement campaigns set out to email the disengaged customers and encourage them to respond to emails again

Re-engagement CampaignsJames Bunting

The benefits of re-engaging lapsed subscribers

Increase open and click rates

Increase conversions

Identify inactive amp dormant subscribers ndash full understanding of your data

Yoursquove spent money acquiring the email address so why lose itIts easier to retain an existing subscriber than find a new one

Re-engagement CampaignsJames Bunting

what is your average open rate

30

Re-engagement CampaignsJames Bunting

Re-engaging lapsed and lost subscribers

What is your average open rate 3070 are lapsed or lost subscribers

Review what you are currently doing

Look at what you are doing and what you want to achieveList out the communications you send by type and messageMap out your customer lifecycle ndash what are the stages the buying processes entry exit and customer touch pointsHow do these correspond to the frequency type and message you are sending

Re-engagement CampaignsJames Bunting

Define interaction and behavioural activity

Define inactive and dormant contactsConsider why someone may have become dormantDivide the list into those that have

not opened an email in the last x monthsnot purchased in the last x months

Important to segment the inactivity furtherSeparate recipients who have been active at some time in their history and made a purchase from those who are truly inactive and have not made a purchaseIt is important that different messages are sent to these different groups

Segment on non-activity

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 8: DMA North: Email customer lifecycle

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

bull Have multiple places to sign up

bull Direct traffic from high traffic areas and Social Networks

bull Explain what they are signing up for

bull Explain what will happen

bull If you need anything more than email and name explain

why

bull Make it simple and sell the benefits

How to encourage people on your site to sign up

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Case Study‐

Win4now on Experimently

Control

Variation 2

ResultsAdding a simple graphic

in the header of landing

pages rendered a 31

increase in sign‐ups at a

confidence level of 86

(This later rose to 95 after an

further 2 week test)

Good Further Examples on

httpwhichtestwoncom

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

And Finallyhellip Configure Analytics and AdWords goals for Registrations Optimise

campaigns for thishellip

More Info See Occamrsquos Razor

by Avinash Kaushikhttpwwwkaus

hiknetavinash

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Social Media and Offline Collect sign ups to your company at all

opportunities

bull In Store bull Telephone bull Postal bull Facebook (eg Wildfire)bull Twitter

Whenever you have the opportunity to

engage with customers and potential

customers offer them additional ways to hear

from you

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

White labels and Content White labels can be used to provide content for your website which will

encourage your visitors to register

The user is already on your website so has identified themselves

as someone

who has potential to engage with you However in order to register they need

an additional reason to part with their details

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

White label ndash Case Study ndash Now Magazine Now Magazine wanted to increase the

number of registrations

bull DMR integrated the instant win mechanism

across the site running a number of content

related competitions

bull In the first month 8000 additional

registrations from their own users

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

List Growth using 3rd Parties

1) Database enhancementA number of industry suppliers hold up‐to‐date and sophisticated software to enhanceyour existing data

(i) Data Validation‐

Experian QAS and GB Groups example Incorporation into your

sign‐up pages can help ensure correct details are logged and common entry mistakes

avoided in real time

(ii) Data Appending ndash

Several companies offer services to append missingincorrectly collected incomplete or out of date records with correct updated records

PLUG PLUG PLUG DMRi data pools derived from motoring insurance and

lifestyle sources totalling ~60million records

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

2) 3rd

Party Lead Generation bull This is when another company collects leads on your behalf

bull Many different approaches to lead generation

bull This data is unlikely to convert at the same rate as data collected on your own site but when done correctly can add additional valuable members

bull Keep in mind ROI High volumes of people on your list are only any use if they are the right people and actually want to hear

from you

bullOnly pay for data fields you are going to use

bull Test Monitor Test Monitor Test Monitor

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Examples of Online Lead Generation

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

bull 3rd

Party List Rental represents data records rented from another company

with the intention of communicating a marketing message to this list

bull There are two main types of list rental

1Where you send the email and the email comes from you

2Where the company who owns the data sends the email but the majority of

the email message is promoting your company

3) 3rd

Party List Rental

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

3rd

Party List Rental cont

bull When 3rd

Party List rental can workbull When 3rd

Party List rental will not work

What to consider when considering 3rd

party list

rental + Price + Age + How often is it emailed+ Compatibility + Test

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Foundations of Growing your Database CDI amp MDM

Customer Data Integration (CDI)‐

Establishing a standard process format for each

version of a customer record to be integrated into your database

Master Data Management (MDM) ndashA set of data governance standards processes

and metrics to ensure that databases are maintained

Conducting a Data Audit‐

Identifying all online and offline sources and documenting

data flows to find out how you can improve efficiency and maximise data return and

minimise opportunity cost

(Barclays est annual pound10million marketing savings in targeting and pound11 million maintenance from enterprise data and

warehousing‐

Effective IT Report (Information Age 2005))

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Summary bull Make sure you have maximised all internal options first and audited your data capture processes

bull Engage with your existing database and find out what triggered them to sign up and use this

information to make improvements

bull Give people a reason to sign up

bull Tell people what you are going to do and do it

bull Make it clear that people can unsubscribe easily

bull Use other touch points to collect email

bull Once internal options have been maximised consider 3rd

party options chose wisely ask lots of

questions test monitor and re‐monitor

bull Review regularly

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Thank you for listeninghellip

For Further reading please download the DMA white paper on3rd

party List Rental and Data

Capture

Kieran ShanahanMarketing amp Partnerships Manager

kierandmricouk0114 2815760

Sara WattsDirector

saradmricouk0114 2815760

About DMRi

Data Media amp Research Ltd have been at theforefront of digital marketing since the companywas established in 1995

Members of the Direct Marketing Associationsince 2002 ‐with representation on the Email Marketing Council and Legal and BestPractice Hub‐DMR proudly promotes and standsfor best industry practices in online datamarketing

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

6smcouk SixServingMen

Card playing Monkeys Dogs amp Bruce Forsyth

Stefan Elliottstefelliott6smcoukSixServingMenStef_Elliott

SixServingMen 6smcoukTuesday 01 May 2012

Page 23

Charlene Li amp Josh BernoffGroundswell Authors

We are all learning here ndash the best listeners will end up the smartest

SixServingMen 6smcoukTuesday 01 May 2012

Page 24

I keep six honest serving men they taught me all

I knew Their names are

What amp Why amp When and

How amp Where amp Who

Confidential

SIX SERVING MEN

RUDYARD KIPLINGRUDYARD KIPLING

SixServingMen 6smcoukTuesday 01 May 2012

Page 25

Why to Do 3

Where When Who - IntroductionsWhere When Who - Introductions1

Why What How 2

AGENDA

How to Do 4

What to Do 5

Questions

SixServingMen 6smcoukTuesday 01 May 2012

Page 26

100+ million websites

WHY EMAIL IS IMPORTANT

SixServingMen 6smcoukTuesday 01 May 2012

Page 27

Indirect

DIGITAL TRAFFIC - LANDSCAPE

Direct

3rd party referral sites

Social Media

Search

External SitesPartner Sites Suppliers Professional Bodies Affiliates Other helliphelliphellip

Visitors have multiple entry points and objectives for using your Digital assets Visitors have multiple entry points and objectives for using your Digital assets

SixServingMen 6smcoukTuesday 01 May 2012

Page 28

DIGITAL GOALS

Who

Tuesday 01 May 2012 Confidential

Why

How When What Where

SixServingMen 6smcoukTuesday 01 May 2012

Page 29

WHO ARE YOUR AUDIENCE

SixServingMen 6smcoukTuesday 01 May 2012

Page 30

AUDIENCE ENGAGEMENT MAP

Your capability to enhance engagement through targeted interaction is dictated by your ability to initiate stimulate effective communication

SixServingMen 6smcoukTuesday 01 May 2012

Page 31

LEVEL OF INTERACTION DEGREE OF ENGAGEMENT

bull Read watchbull Printbull Copybull Download

bull Read watchbull Printbull Copybull Download

bull Blog Commentbull Upload photosbull Videos

bull Blog Commentbull Upload photosbull Videos

Further contactbull Email

Connectbull Facebookbull Twitter etcbull Forward to a friend

Further contactbull Email

Connectbull Facebookbull Twitter etcbull Forward to a friend

BuyBuy

bull Dialogue in Forumbull On Line chatbull Dialogue in Forumbull On Line chat

bull Contact formbull emailbull Telephone

bull Contact formbull emailbull Telephone

ACTIVEPASSIVE

SixServingMen 6smcoukTuesday 01 May 2012

Page 32

MEASURES OF ENGAGEMENT Actions metrics KPIs1 Time spent on key pages2 Time spent on site (by source by entry page)3 Personalisation (pages display theme)4 Key page activity (post-activity)5 Alerts (register and response rates by channel CTR post click activity)6 Bookmarks (onsite offsite)7 Write Comments8 Download Articles PDFrsquos9 Email subscriptions10 Fans (become a fan of something someone)11 Favourites (add an item to favourites)12 Provide Feedback (via the site)13 Followers (follow something someone)14 Forward to a friend15 Groups (create join total number of groups group activity)16 Install widget (on a blog page Facebook etc)17 Invite Refer (a friend)18 Love Like this (a simpler form of rating something)19 Messaging (onsite)20 Submit Posts21 Set up Provide Profile (eg update avatar bio email etc)22 Print page23 Submit Ratings24 Registered users (new total active dormant churn)25 Report spam abuse26 Reviews27 Social media sharing participation (activity on key social media sites eg Facebook Twitter Digg etc)28 Testimonials29 Total contributors (and active contributors)30 Uploads (add an item eg articles links images videos)31 Views (videos ads rich images)32 Widgets (number of new widgets users embedded widgets)33 Wishlists (save an item to wishlist)34helliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 33

DRUNKEN MENrsquoS LAMP POSTS

He uses statistics as a drunken man uses lamp posts - for

support rather than illumination - Andrew

Lang

LAMP POSTS LAMP POSTS

SixServingMen 6smcoukTuesday 01 May 2012

Page 34

WYSIWYG ndash WHAT YOU SEE IS WHAT YOU GET

1 Gather Lots but only present bull The metrics that are positive bull Easy to manage metrics

2 Present bull Many metricsbull Extremely precise numbersbull Them quickly

3 Compare Metrics out of context4 Put them into really good looking

charts (3D movement multiple colours graphics etc)

STROKE ME METRICS STROKE ME METRICS

Never Ever try to educate your management business on the small number of key drivers for your business

If you are simple amp clearer they will understand how to think about your activity

They may even ask for the same data

This destroys your future ability to keep your metrics ldquofeel goodldquo

DONrsquoTDONrsquoT

bull WHAT YOU MEASURE amp REWARD IS WHAT YOU GET

bull ESTABLISH USER ENGAGEMENT METRICS ndash TIME

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 35

ENGAGEMENT = VALUE

SixServingMen 6smcoukTuesday 01 May 2012

Page 36

MEASURE

SixServingMen 6smcoukTuesday 01 May 2012

Page 37

ON THE INTERNET NOBODY KNOWS YOUrsquoRE A DOG

July 5th 1993 cartoon in the New Yorker

bull Care that you are a dog

bull Know what type of dog you are

bull Treat you like a dog if you are one

DO EMAIL MARKETERS DO EMAIL MARKETERS

bull SEGMENT YOUR DATABASE

bull VALUE YOUR DATABASEbull MONITOR VALUE OVER

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 38

WHATrsquoS THE SOLUTION WHENhelliphelliphellip

512012

bull Lazy bull Overloaded bull Habitualbull Predictablebull Intelligent bull Inquisitive bull Impatientbull Busy

PEOPLE AREPEOPLE ARE

SixServingMen 6smcoukTuesday 01 May 2012

Page 39

DESIGN ACTIVITIES ISO GUIDELINES

Produce design solutions

3

Evaluate the Design4

Design solution Meets user Requirements

5

Specify User Requirements

2

Understand amp Specify the Context

1

SixServingMen 6smcoukTuesday 01 May 2012

Page 40

TESTING - EMAIL ndash DECISION TREES

SixServingMen 6smcoukTuesday 01 May 2012

Page 41

At no time while I am helping you will your problem become my problem

The instant your problem becomes mine you will no longer have a problem

I cannot help someone who hasnt got a problem

You may ask my help at any appointed time and we will make a joint determination of what the next move will be and who will make it

ONCKEN AND WASS 1974 - MONKEYS

512012

THEORYhelliphelliphellipTHEORYhelliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 42

1 Monkeys should be fed or shot 2 The monkey population should

be kept below the maximum number that the manager has time to feed

3 Monkeys should be fed by appointment only

4 Monkeys shall be fed face to face or by telephone but not in writing

5 Every monkey should have an assigned next feeding time amp degree of initiative

FIVE ACTIONS TO TAKE FIVE ACTIONS TO TAKE

MANAGING MONKEYS

bull GO FOR READY AIM FIRE NOT

READY FIREhelliphellip AIM

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 43

Confidential

RELEVANCE OF EMAIL

SixServingMen 6smcoukTuesday 01 May 2012

Page 44

Memail - WIIFM

512012

1 Whatrsquos in it for Youbull Confirm the email goalbull Prioritise the actions desired

2 Help me do what you want 3 Zero based email design4 Trust ndash Donrsquot break it5 Test 6 Review amp Refine

WHATrsquoS IN IT FOR ME WHATrsquoS IN IT FOR ME

SixServingMen 6smcoukTuesday 01 May 2012

Page 45

Gestalt = Pattern

1 Proximity2 Closure3 Similarity4 Continuity5 Enclosure6 Connection

GESTALT SCHOOL OF PSYCHOLOGY

bull UNDERSTAND HOW AND WHY SOMETHING WORKS ndash NOT JUST THAT IT HAS WORKED

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 46

6smcouk SixServingMen

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

512012

GESTALT SCHOOL OF PSYCHOLOGY

SixServingMen 6smcoukTuesday 01 May 2012

Page 47

DATA INK RATIO

The ink presentsData or InformationNot data or not Information = Noise

THEORYhelliphelliphellipTHEORYhelliphelliphellip

bull PIXELS RATHER THAN INK

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 48

SixServingMen 6smcoukTuesday 01 May 2012

Page 49

6smcouk SixServingMen512012

British Tennis Membership

SixServingMen 6smcoukTuesday 01 May 2012

Page 50

Twitter Newsletter ndash Edition 1

SixServingMen 6smcoukTuesday 01 May 2012

Page 51

6smcouk SixServingMen512012

Sign up to personal training by Direct Debit and enjoy one session absolutely free

SixServingMen 6smcoukTuesday 01 May 2012

Page 52

B2B Marketing introducing Vocus special offer Get a free pound25 MampS voucher for 30 minutes of your time

512012

SixServingMen 6smcoukTuesday 01 May 2012

Page 53

6smcouk SixServingMen512012

Image What does your email say about you

SixServingMen 6smcoukTuesday 01 May 2012

Page 54

Last Chance for online offers

SixServingMen 6smcoukTuesday 01 May 2012

Page 55

EXPECTATION - HOW SOON IS SOON

SixServingMen 6smcoukTuesday 01 May 2012

Page 56

DATA PROTECTION LANDSCAPE25TH JAN 2012 DATA PROTECTION

bull RIGHTS OF THE DATA SUBJECT

bull CONTROLLER AND PROCESSOR

bull TRANSFER OF PERSONAL DATA TO THIRD COUNTRIES OR INTERNATIONAL ORGANISATIONS

bull INDEPENDENT SUPERVISORY AUTHORITIES

bull CO-OPERATION amp CONSISTENCY

bull REMEDIES LIABILITY amp SANCTIONS

bull DELEGATED ACTS amp IMPLEMENTING ACTS

CHAPTERSCHAPTERS

SixServingMen 6smcoukTuesday 01 May 2012

Page 57

SO WHAT

1

VALUE EMAIL2

SEGMENT ndash

MEASURE

AND MONITOR3

GET INTO ldquoWHATrsquoS IN IT

FOR US rdquo

PLANNING4

TEST

5

LISTEN AND REFINE APPROPRIATELY

ACTION POINTSACTION POINTS

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

QUESTIONS

Stefan Elliottstefelliott6smcouk

SixServingMenStef_Elliott

Coffee breakhellip

The next session starts at 340

Re-engagement CampaignsJames Bunting

DMA Email Customer Lifecycle ndash Manchester 19th AprilRe-engaging Lapsed amp Lost Customers

Re-engagement CampaignsJames Bunting

Agenda

What do we mean by lsquowinning customers backrsquo

Re-engaging lapsed and lost subscribers

The benefits of re-engaging lapsed subscribers

The principles of a re-engagement campaign

Automation

Summary

Re-engagement CampaignsJames Bunting

What do we mean by lsquowinning customers backrsquo

Recipients can become unresponsive ndash re-engagement campaigns set out to email the disengaged customers and encourage them to respond to emails again

Re-engagement CampaignsJames Bunting

The benefits of re-engaging lapsed subscribers

Increase open and click rates

Increase conversions

Identify inactive amp dormant subscribers ndash full understanding of your data

Yoursquove spent money acquiring the email address so why lose itIts easier to retain an existing subscriber than find a new one

Re-engagement CampaignsJames Bunting

what is your average open rate

30

Re-engagement CampaignsJames Bunting

Re-engaging lapsed and lost subscribers

What is your average open rate 3070 are lapsed or lost subscribers

Review what you are currently doing

Look at what you are doing and what you want to achieveList out the communications you send by type and messageMap out your customer lifecycle ndash what are the stages the buying processes entry exit and customer touch pointsHow do these correspond to the frequency type and message you are sending

Re-engagement CampaignsJames Bunting

Define interaction and behavioural activity

Define inactive and dormant contactsConsider why someone may have become dormantDivide the list into those that have

not opened an email in the last x monthsnot purchased in the last x months

Important to segment the inactivity furtherSeparate recipients who have been active at some time in their history and made a purchase from those who are truly inactive and have not made a purchaseIt is important that different messages are sent to these different groups

Segment on non-activity

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 9: DMA North: Email customer lifecycle

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Case Study‐

Win4now on Experimently

Control

Variation 2

ResultsAdding a simple graphic

in the header of landing

pages rendered a 31

increase in sign‐ups at a

confidence level of 86

(This later rose to 95 after an

further 2 week test)

Good Further Examples on

httpwhichtestwoncom

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

And Finallyhellip Configure Analytics and AdWords goals for Registrations Optimise

campaigns for thishellip

More Info See Occamrsquos Razor

by Avinash Kaushikhttpwwwkaus

hiknetavinash

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Social Media and Offline Collect sign ups to your company at all

opportunities

bull In Store bull Telephone bull Postal bull Facebook (eg Wildfire)bull Twitter

Whenever you have the opportunity to

engage with customers and potential

customers offer them additional ways to hear

from you

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

White labels and Content White labels can be used to provide content for your website which will

encourage your visitors to register

The user is already on your website so has identified themselves

as someone

who has potential to engage with you However in order to register they need

an additional reason to part with their details

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

White label ndash Case Study ndash Now Magazine Now Magazine wanted to increase the

number of registrations

bull DMR integrated the instant win mechanism

across the site running a number of content

related competitions

bull In the first month 8000 additional

registrations from their own users

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

List Growth using 3rd Parties

1) Database enhancementA number of industry suppliers hold up‐to‐date and sophisticated software to enhanceyour existing data

(i) Data Validation‐

Experian QAS and GB Groups example Incorporation into your

sign‐up pages can help ensure correct details are logged and common entry mistakes

avoided in real time

(ii) Data Appending ndash

Several companies offer services to append missingincorrectly collected incomplete or out of date records with correct updated records

PLUG PLUG PLUG DMRi data pools derived from motoring insurance and

lifestyle sources totalling ~60million records

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

2) 3rd

Party Lead Generation bull This is when another company collects leads on your behalf

bull Many different approaches to lead generation

bull This data is unlikely to convert at the same rate as data collected on your own site but when done correctly can add additional valuable members

bull Keep in mind ROI High volumes of people on your list are only any use if they are the right people and actually want to hear

from you

bullOnly pay for data fields you are going to use

bull Test Monitor Test Monitor Test Monitor

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Examples of Online Lead Generation

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

bull 3rd

Party List Rental represents data records rented from another company

with the intention of communicating a marketing message to this list

bull There are two main types of list rental

1Where you send the email and the email comes from you

2Where the company who owns the data sends the email but the majority of

the email message is promoting your company

3) 3rd

Party List Rental

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

3rd

Party List Rental cont

bull When 3rd

Party List rental can workbull When 3rd

Party List rental will not work

What to consider when considering 3rd

party list

rental + Price + Age + How often is it emailed+ Compatibility + Test

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Foundations of Growing your Database CDI amp MDM

Customer Data Integration (CDI)‐

Establishing a standard process format for each

version of a customer record to be integrated into your database

Master Data Management (MDM) ndashA set of data governance standards processes

and metrics to ensure that databases are maintained

Conducting a Data Audit‐

Identifying all online and offline sources and documenting

data flows to find out how you can improve efficiency and maximise data return and

minimise opportunity cost

(Barclays est annual pound10million marketing savings in targeting and pound11 million maintenance from enterprise data and

warehousing‐

Effective IT Report (Information Age 2005))

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Summary bull Make sure you have maximised all internal options first and audited your data capture processes

bull Engage with your existing database and find out what triggered them to sign up and use this

information to make improvements

bull Give people a reason to sign up

bull Tell people what you are going to do and do it

bull Make it clear that people can unsubscribe easily

bull Use other touch points to collect email

bull Once internal options have been maximised consider 3rd

party options chose wisely ask lots of

questions test monitor and re‐monitor

bull Review regularly

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Thank you for listeninghellip

For Further reading please download the DMA white paper on3rd

party List Rental and Data

Capture

Kieran ShanahanMarketing amp Partnerships Manager

kierandmricouk0114 2815760

Sara WattsDirector

saradmricouk0114 2815760

About DMRi

Data Media amp Research Ltd have been at theforefront of digital marketing since the companywas established in 1995

Members of the Direct Marketing Associationsince 2002 ‐with representation on the Email Marketing Council and Legal and BestPractice Hub‐DMR proudly promotes and standsfor best industry practices in online datamarketing

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

6smcouk SixServingMen

Card playing Monkeys Dogs amp Bruce Forsyth

Stefan Elliottstefelliott6smcoukSixServingMenStef_Elliott

SixServingMen 6smcoukTuesday 01 May 2012

Page 23

Charlene Li amp Josh BernoffGroundswell Authors

We are all learning here ndash the best listeners will end up the smartest

SixServingMen 6smcoukTuesday 01 May 2012

Page 24

I keep six honest serving men they taught me all

I knew Their names are

What amp Why amp When and

How amp Where amp Who

Confidential

SIX SERVING MEN

RUDYARD KIPLINGRUDYARD KIPLING

SixServingMen 6smcoukTuesday 01 May 2012

Page 25

Why to Do 3

Where When Who - IntroductionsWhere When Who - Introductions1

Why What How 2

AGENDA

How to Do 4

What to Do 5

Questions

SixServingMen 6smcoukTuesday 01 May 2012

Page 26

100+ million websites

WHY EMAIL IS IMPORTANT

SixServingMen 6smcoukTuesday 01 May 2012

Page 27

Indirect

DIGITAL TRAFFIC - LANDSCAPE

Direct

3rd party referral sites

Social Media

Search

External SitesPartner Sites Suppliers Professional Bodies Affiliates Other helliphelliphellip

Visitors have multiple entry points and objectives for using your Digital assets Visitors have multiple entry points and objectives for using your Digital assets

SixServingMen 6smcoukTuesday 01 May 2012

Page 28

DIGITAL GOALS

Who

Tuesday 01 May 2012 Confidential

Why

How When What Where

SixServingMen 6smcoukTuesday 01 May 2012

Page 29

WHO ARE YOUR AUDIENCE

SixServingMen 6smcoukTuesday 01 May 2012

Page 30

AUDIENCE ENGAGEMENT MAP

Your capability to enhance engagement through targeted interaction is dictated by your ability to initiate stimulate effective communication

SixServingMen 6smcoukTuesday 01 May 2012

Page 31

LEVEL OF INTERACTION DEGREE OF ENGAGEMENT

bull Read watchbull Printbull Copybull Download

bull Read watchbull Printbull Copybull Download

bull Blog Commentbull Upload photosbull Videos

bull Blog Commentbull Upload photosbull Videos

Further contactbull Email

Connectbull Facebookbull Twitter etcbull Forward to a friend

Further contactbull Email

Connectbull Facebookbull Twitter etcbull Forward to a friend

BuyBuy

bull Dialogue in Forumbull On Line chatbull Dialogue in Forumbull On Line chat

bull Contact formbull emailbull Telephone

bull Contact formbull emailbull Telephone

ACTIVEPASSIVE

SixServingMen 6smcoukTuesday 01 May 2012

Page 32

MEASURES OF ENGAGEMENT Actions metrics KPIs1 Time spent on key pages2 Time spent on site (by source by entry page)3 Personalisation (pages display theme)4 Key page activity (post-activity)5 Alerts (register and response rates by channel CTR post click activity)6 Bookmarks (onsite offsite)7 Write Comments8 Download Articles PDFrsquos9 Email subscriptions10 Fans (become a fan of something someone)11 Favourites (add an item to favourites)12 Provide Feedback (via the site)13 Followers (follow something someone)14 Forward to a friend15 Groups (create join total number of groups group activity)16 Install widget (on a blog page Facebook etc)17 Invite Refer (a friend)18 Love Like this (a simpler form of rating something)19 Messaging (onsite)20 Submit Posts21 Set up Provide Profile (eg update avatar bio email etc)22 Print page23 Submit Ratings24 Registered users (new total active dormant churn)25 Report spam abuse26 Reviews27 Social media sharing participation (activity on key social media sites eg Facebook Twitter Digg etc)28 Testimonials29 Total contributors (and active contributors)30 Uploads (add an item eg articles links images videos)31 Views (videos ads rich images)32 Widgets (number of new widgets users embedded widgets)33 Wishlists (save an item to wishlist)34helliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 33

DRUNKEN MENrsquoS LAMP POSTS

He uses statistics as a drunken man uses lamp posts - for

support rather than illumination - Andrew

Lang

LAMP POSTS LAMP POSTS

SixServingMen 6smcoukTuesday 01 May 2012

Page 34

WYSIWYG ndash WHAT YOU SEE IS WHAT YOU GET

1 Gather Lots but only present bull The metrics that are positive bull Easy to manage metrics

2 Present bull Many metricsbull Extremely precise numbersbull Them quickly

3 Compare Metrics out of context4 Put them into really good looking

charts (3D movement multiple colours graphics etc)

STROKE ME METRICS STROKE ME METRICS

Never Ever try to educate your management business on the small number of key drivers for your business

If you are simple amp clearer they will understand how to think about your activity

They may even ask for the same data

This destroys your future ability to keep your metrics ldquofeel goodldquo

DONrsquoTDONrsquoT

bull WHAT YOU MEASURE amp REWARD IS WHAT YOU GET

bull ESTABLISH USER ENGAGEMENT METRICS ndash TIME

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 35

ENGAGEMENT = VALUE

SixServingMen 6smcoukTuesday 01 May 2012

Page 36

MEASURE

SixServingMen 6smcoukTuesday 01 May 2012

Page 37

ON THE INTERNET NOBODY KNOWS YOUrsquoRE A DOG

July 5th 1993 cartoon in the New Yorker

bull Care that you are a dog

bull Know what type of dog you are

bull Treat you like a dog if you are one

DO EMAIL MARKETERS DO EMAIL MARKETERS

bull SEGMENT YOUR DATABASE

bull VALUE YOUR DATABASEbull MONITOR VALUE OVER

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 38

WHATrsquoS THE SOLUTION WHENhelliphelliphellip

512012

bull Lazy bull Overloaded bull Habitualbull Predictablebull Intelligent bull Inquisitive bull Impatientbull Busy

PEOPLE AREPEOPLE ARE

SixServingMen 6smcoukTuesday 01 May 2012

Page 39

DESIGN ACTIVITIES ISO GUIDELINES

Produce design solutions

3

Evaluate the Design4

Design solution Meets user Requirements

5

Specify User Requirements

2

Understand amp Specify the Context

1

SixServingMen 6smcoukTuesday 01 May 2012

Page 40

TESTING - EMAIL ndash DECISION TREES

SixServingMen 6smcoukTuesday 01 May 2012

Page 41

At no time while I am helping you will your problem become my problem

The instant your problem becomes mine you will no longer have a problem

I cannot help someone who hasnt got a problem

You may ask my help at any appointed time and we will make a joint determination of what the next move will be and who will make it

ONCKEN AND WASS 1974 - MONKEYS

512012

THEORYhelliphelliphellipTHEORYhelliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 42

1 Monkeys should be fed or shot 2 The monkey population should

be kept below the maximum number that the manager has time to feed

3 Monkeys should be fed by appointment only

4 Monkeys shall be fed face to face or by telephone but not in writing

5 Every monkey should have an assigned next feeding time amp degree of initiative

FIVE ACTIONS TO TAKE FIVE ACTIONS TO TAKE

MANAGING MONKEYS

bull GO FOR READY AIM FIRE NOT

READY FIREhelliphellip AIM

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 43

Confidential

RELEVANCE OF EMAIL

SixServingMen 6smcoukTuesday 01 May 2012

Page 44

Memail - WIIFM

512012

1 Whatrsquos in it for Youbull Confirm the email goalbull Prioritise the actions desired

2 Help me do what you want 3 Zero based email design4 Trust ndash Donrsquot break it5 Test 6 Review amp Refine

WHATrsquoS IN IT FOR ME WHATrsquoS IN IT FOR ME

SixServingMen 6smcoukTuesday 01 May 2012

Page 45

Gestalt = Pattern

1 Proximity2 Closure3 Similarity4 Continuity5 Enclosure6 Connection

GESTALT SCHOOL OF PSYCHOLOGY

bull UNDERSTAND HOW AND WHY SOMETHING WORKS ndash NOT JUST THAT IT HAS WORKED

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 46

6smcouk SixServingMen

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

512012

GESTALT SCHOOL OF PSYCHOLOGY

SixServingMen 6smcoukTuesday 01 May 2012

Page 47

DATA INK RATIO

The ink presentsData or InformationNot data or not Information = Noise

THEORYhelliphelliphellipTHEORYhelliphelliphellip

bull PIXELS RATHER THAN INK

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 48

SixServingMen 6smcoukTuesday 01 May 2012

Page 49

6smcouk SixServingMen512012

British Tennis Membership

SixServingMen 6smcoukTuesday 01 May 2012

Page 50

Twitter Newsletter ndash Edition 1

SixServingMen 6smcoukTuesday 01 May 2012

Page 51

6smcouk SixServingMen512012

Sign up to personal training by Direct Debit and enjoy one session absolutely free

SixServingMen 6smcoukTuesday 01 May 2012

Page 52

B2B Marketing introducing Vocus special offer Get a free pound25 MampS voucher for 30 minutes of your time

512012

SixServingMen 6smcoukTuesday 01 May 2012

Page 53

6smcouk SixServingMen512012

Image What does your email say about you

SixServingMen 6smcoukTuesday 01 May 2012

Page 54

Last Chance for online offers

SixServingMen 6smcoukTuesday 01 May 2012

Page 55

EXPECTATION - HOW SOON IS SOON

SixServingMen 6smcoukTuesday 01 May 2012

Page 56

DATA PROTECTION LANDSCAPE25TH JAN 2012 DATA PROTECTION

bull RIGHTS OF THE DATA SUBJECT

bull CONTROLLER AND PROCESSOR

bull TRANSFER OF PERSONAL DATA TO THIRD COUNTRIES OR INTERNATIONAL ORGANISATIONS

bull INDEPENDENT SUPERVISORY AUTHORITIES

bull CO-OPERATION amp CONSISTENCY

bull REMEDIES LIABILITY amp SANCTIONS

bull DELEGATED ACTS amp IMPLEMENTING ACTS

CHAPTERSCHAPTERS

SixServingMen 6smcoukTuesday 01 May 2012

Page 57

SO WHAT

1

VALUE EMAIL2

SEGMENT ndash

MEASURE

AND MONITOR3

GET INTO ldquoWHATrsquoS IN IT

FOR US rdquo

PLANNING4

TEST

5

LISTEN AND REFINE APPROPRIATELY

ACTION POINTSACTION POINTS

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

QUESTIONS

Stefan Elliottstefelliott6smcouk

SixServingMenStef_Elliott

Coffee breakhellip

The next session starts at 340

Re-engagement CampaignsJames Bunting

DMA Email Customer Lifecycle ndash Manchester 19th AprilRe-engaging Lapsed amp Lost Customers

Re-engagement CampaignsJames Bunting

Agenda

What do we mean by lsquowinning customers backrsquo

Re-engaging lapsed and lost subscribers

The benefits of re-engaging lapsed subscribers

The principles of a re-engagement campaign

Automation

Summary

Re-engagement CampaignsJames Bunting

What do we mean by lsquowinning customers backrsquo

Recipients can become unresponsive ndash re-engagement campaigns set out to email the disengaged customers and encourage them to respond to emails again

Re-engagement CampaignsJames Bunting

The benefits of re-engaging lapsed subscribers

Increase open and click rates

Increase conversions

Identify inactive amp dormant subscribers ndash full understanding of your data

Yoursquove spent money acquiring the email address so why lose itIts easier to retain an existing subscriber than find a new one

Re-engagement CampaignsJames Bunting

what is your average open rate

30

Re-engagement CampaignsJames Bunting

Re-engaging lapsed and lost subscribers

What is your average open rate 3070 are lapsed or lost subscribers

Review what you are currently doing

Look at what you are doing and what you want to achieveList out the communications you send by type and messageMap out your customer lifecycle ndash what are the stages the buying processes entry exit and customer touch pointsHow do these correspond to the frequency type and message you are sending

Re-engagement CampaignsJames Bunting

Define interaction and behavioural activity

Define inactive and dormant contactsConsider why someone may have become dormantDivide the list into those that have

not opened an email in the last x monthsnot purchased in the last x months

Important to segment the inactivity furtherSeparate recipients who have been active at some time in their history and made a purchase from those who are truly inactive and have not made a purchaseIt is important that different messages are sent to these different groups

Segment on non-activity

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 10: DMA North: Email customer lifecycle

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

And Finallyhellip Configure Analytics and AdWords goals for Registrations Optimise

campaigns for thishellip

More Info See Occamrsquos Razor

by Avinash Kaushikhttpwwwkaus

hiknetavinash

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Social Media and Offline Collect sign ups to your company at all

opportunities

bull In Store bull Telephone bull Postal bull Facebook (eg Wildfire)bull Twitter

Whenever you have the opportunity to

engage with customers and potential

customers offer them additional ways to hear

from you

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

White labels and Content White labels can be used to provide content for your website which will

encourage your visitors to register

The user is already on your website so has identified themselves

as someone

who has potential to engage with you However in order to register they need

an additional reason to part with their details

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

White label ndash Case Study ndash Now Magazine Now Magazine wanted to increase the

number of registrations

bull DMR integrated the instant win mechanism

across the site running a number of content

related competitions

bull In the first month 8000 additional

registrations from their own users

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

List Growth using 3rd Parties

1) Database enhancementA number of industry suppliers hold up‐to‐date and sophisticated software to enhanceyour existing data

(i) Data Validation‐

Experian QAS and GB Groups example Incorporation into your

sign‐up pages can help ensure correct details are logged and common entry mistakes

avoided in real time

(ii) Data Appending ndash

Several companies offer services to append missingincorrectly collected incomplete or out of date records with correct updated records

PLUG PLUG PLUG DMRi data pools derived from motoring insurance and

lifestyle sources totalling ~60million records

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

2) 3rd

Party Lead Generation bull This is when another company collects leads on your behalf

bull Many different approaches to lead generation

bull This data is unlikely to convert at the same rate as data collected on your own site but when done correctly can add additional valuable members

bull Keep in mind ROI High volumes of people on your list are only any use if they are the right people and actually want to hear

from you

bullOnly pay for data fields you are going to use

bull Test Monitor Test Monitor Test Monitor

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Examples of Online Lead Generation

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

bull 3rd

Party List Rental represents data records rented from another company

with the intention of communicating a marketing message to this list

bull There are two main types of list rental

1Where you send the email and the email comes from you

2Where the company who owns the data sends the email but the majority of

the email message is promoting your company

3) 3rd

Party List Rental

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

3rd

Party List Rental cont

bull When 3rd

Party List rental can workbull When 3rd

Party List rental will not work

What to consider when considering 3rd

party list

rental + Price + Age + How often is it emailed+ Compatibility + Test

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Foundations of Growing your Database CDI amp MDM

Customer Data Integration (CDI)‐

Establishing a standard process format for each

version of a customer record to be integrated into your database

Master Data Management (MDM) ndashA set of data governance standards processes

and metrics to ensure that databases are maintained

Conducting a Data Audit‐

Identifying all online and offline sources and documenting

data flows to find out how you can improve efficiency and maximise data return and

minimise opportunity cost

(Barclays est annual pound10million marketing savings in targeting and pound11 million maintenance from enterprise data and

warehousing‐

Effective IT Report (Information Age 2005))

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Summary bull Make sure you have maximised all internal options first and audited your data capture processes

bull Engage with your existing database and find out what triggered them to sign up and use this

information to make improvements

bull Give people a reason to sign up

bull Tell people what you are going to do and do it

bull Make it clear that people can unsubscribe easily

bull Use other touch points to collect email

bull Once internal options have been maximised consider 3rd

party options chose wisely ask lots of

questions test monitor and re‐monitor

bull Review regularly

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Thank you for listeninghellip

For Further reading please download the DMA white paper on3rd

party List Rental and Data

Capture

Kieran ShanahanMarketing amp Partnerships Manager

kierandmricouk0114 2815760

Sara WattsDirector

saradmricouk0114 2815760

About DMRi

Data Media amp Research Ltd have been at theforefront of digital marketing since the companywas established in 1995

Members of the Direct Marketing Associationsince 2002 ‐with representation on the Email Marketing Council and Legal and BestPractice Hub‐DMR proudly promotes and standsfor best industry practices in online datamarketing

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

6smcouk SixServingMen

Card playing Monkeys Dogs amp Bruce Forsyth

Stefan Elliottstefelliott6smcoukSixServingMenStef_Elliott

SixServingMen 6smcoukTuesday 01 May 2012

Page 23

Charlene Li amp Josh BernoffGroundswell Authors

We are all learning here ndash the best listeners will end up the smartest

SixServingMen 6smcoukTuesday 01 May 2012

Page 24

I keep six honest serving men they taught me all

I knew Their names are

What amp Why amp When and

How amp Where amp Who

Confidential

SIX SERVING MEN

RUDYARD KIPLINGRUDYARD KIPLING

SixServingMen 6smcoukTuesday 01 May 2012

Page 25

Why to Do 3

Where When Who - IntroductionsWhere When Who - Introductions1

Why What How 2

AGENDA

How to Do 4

What to Do 5

Questions

SixServingMen 6smcoukTuesday 01 May 2012

Page 26

100+ million websites

WHY EMAIL IS IMPORTANT

SixServingMen 6smcoukTuesday 01 May 2012

Page 27

Indirect

DIGITAL TRAFFIC - LANDSCAPE

Direct

3rd party referral sites

Social Media

Search

External SitesPartner Sites Suppliers Professional Bodies Affiliates Other helliphelliphellip

Visitors have multiple entry points and objectives for using your Digital assets Visitors have multiple entry points and objectives for using your Digital assets

SixServingMen 6smcoukTuesday 01 May 2012

Page 28

DIGITAL GOALS

Who

Tuesday 01 May 2012 Confidential

Why

How When What Where

SixServingMen 6smcoukTuesday 01 May 2012

Page 29

WHO ARE YOUR AUDIENCE

SixServingMen 6smcoukTuesday 01 May 2012

Page 30

AUDIENCE ENGAGEMENT MAP

Your capability to enhance engagement through targeted interaction is dictated by your ability to initiate stimulate effective communication

SixServingMen 6smcoukTuesday 01 May 2012

Page 31

LEVEL OF INTERACTION DEGREE OF ENGAGEMENT

bull Read watchbull Printbull Copybull Download

bull Read watchbull Printbull Copybull Download

bull Blog Commentbull Upload photosbull Videos

bull Blog Commentbull Upload photosbull Videos

Further contactbull Email

Connectbull Facebookbull Twitter etcbull Forward to a friend

Further contactbull Email

Connectbull Facebookbull Twitter etcbull Forward to a friend

BuyBuy

bull Dialogue in Forumbull On Line chatbull Dialogue in Forumbull On Line chat

bull Contact formbull emailbull Telephone

bull Contact formbull emailbull Telephone

ACTIVEPASSIVE

SixServingMen 6smcoukTuesday 01 May 2012

Page 32

MEASURES OF ENGAGEMENT Actions metrics KPIs1 Time spent on key pages2 Time spent on site (by source by entry page)3 Personalisation (pages display theme)4 Key page activity (post-activity)5 Alerts (register and response rates by channel CTR post click activity)6 Bookmarks (onsite offsite)7 Write Comments8 Download Articles PDFrsquos9 Email subscriptions10 Fans (become a fan of something someone)11 Favourites (add an item to favourites)12 Provide Feedback (via the site)13 Followers (follow something someone)14 Forward to a friend15 Groups (create join total number of groups group activity)16 Install widget (on a blog page Facebook etc)17 Invite Refer (a friend)18 Love Like this (a simpler form of rating something)19 Messaging (onsite)20 Submit Posts21 Set up Provide Profile (eg update avatar bio email etc)22 Print page23 Submit Ratings24 Registered users (new total active dormant churn)25 Report spam abuse26 Reviews27 Social media sharing participation (activity on key social media sites eg Facebook Twitter Digg etc)28 Testimonials29 Total contributors (and active contributors)30 Uploads (add an item eg articles links images videos)31 Views (videos ads rich images)32 Widgets (number of new widgets users embedded widgets)33 Wishlists (save an item to wishlist)34helliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 33

DRUNKEN MENrsquoS LAMP POSTS

He uses statistics as a drunken man uses lamp posts - for

support rather than illumination - Andrew

Lang

LAMP POSTS LAMP POSTS

SixServingMen 6smcoukTuesday 01 May 2012

Page 34

WYSIWYG ndash WHAT YOU SEE IS WHAT YOU GET

1 Gather Lots but only present bull The metrics that are positive bull Easy to manage metrics

2 Present bull Many metricsbull Extremely precise numbersbull Them quickly

3 Compare Metrics out of context4 Put them into really good looking

charts (3D movement multiple colours graphics etc)

STROKE ME METRICS STROKE ME METRICS

Never Ever try to educate your management business on the small number of key drivers for your business

If you are simple amp clearer they will understand how to think about your activity

They may even ask for the same data

This destroys your future ability to keep your metrics ldquofeel goodldquo

DONrsquoTDONrsquoT

bull WHAT YOU MEASURE amp REWARD IS WHAT YOU GET

bull ESTABLISH USER ENGAGEMENT METRICS ndash TIME

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 35

ENGAGEMENT = VALUE

SixServingMen 6smcoukTuesday 01 May 2012

Page 36

MEASURE

SixServingMen 6smcoukTuesday 01 May 2012

Page 37

ON THE INTERNET NOBODY KNOWS YOUrsquoRE A DOG

July 5th 1993 cartoon in the New Yorker

bull Care that you are a dog

bull Know what type of dog you are

bull Treat you like a dog if you are one

DO EMAIL MARKETERS DO EMAIL MARKETERS

bull SEGMENT YOUR DATABASE

bull VALUE YOUR DATABASEbull MONITOR VALUE OVER

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 38

WHATrsquoS THE SOLUTION WHENhelliphelliphellip

512012

bull Lazy bull Overloaded bull Habitualbull Predictablebull Intelligent bull Inquisitive bull Impatientbull Busy

PEOPLE AREPEOPLE ARE

SixServingMen 6smcoukTuesday 01 May 2012

Page 39

DESIGN ACTIVITIES ISO GUIDELINES

Produce design solutions

3

Evaluate the Design4

Design solution Meets user Requirements

5

Specify User Requirements

2

Understand amp Specify the Context

1

SixServingMen 6smcoukTuesday 01 May 2012

Page 40

TESTING - EMAIL ndash DECISION TREES

SixServingMen 6smcoukTuesday 01 May 2012

Page 41

At no time while I am helping you will your problem become my problem

The instant your problem becomes mine you will no longer have a problem

I cannot help someone who hasnt got a problem

You may ask my help at any appointed time and we will make a joint determination of what the next move will be and who will make it

ONCKEN AND WASS 1974 - MONKEYS

512012

THEORYhelliphelliphellipTHEORYhelliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 42

1 Monkeys should be fed or shot 2 The monkey population should

be kept below the maximum number that the manager has time to feed

3 Monkeys should be fed by appointment only

4 Monkeys shall be fed face to face or by telephone but not in writing

5 Every monkey should have an assigned next feeding time amp degree of initiative

FIVE ACTIONS TO TAKE FIVE ACTIONS TO TAKE

MANAGING MONKEYS

bull GO FOR READY AIM FIRE NOT

READY FIREhelliphellip AIM

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 43

Confidential

RELEVANCE OF EMAIL

SixServingMen 6smcoukTuesday 01 May 2012

Page 44

Memail - WIIFM

512012

1 Whatrsquos in it for Youbull Confirm the email goalbull Prioritise the actions desired

2 Help me do what you want 3 Zero based email design4 Trust ndash Donrsquot break it5 Test 6 Review amp Refine

WHATrsquoS IN IT FOR ME WHATrsquoS IN IT FOR ME

SixServingMen 6smcoukTuesday 01 May 2012

Page 45

Gestalt = Pattern

1 Proximity2 Closure3 Similarity4 Continuity5 Enclosure6 Connection

GESTALT SCHOOL OF PSYCHOLOGY

bull UNDERSTAND HOW AND WHY SOMETHING WORKS ndash NOT JUST THAT IT HAS WORKED

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 46

6smcouk SixServingMen

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

512012

GESTALT SCHOOL OF PSYCHOLOGY

SixServingMen 6smcoukTuesday 01 May 2012

Page 47

DATA INK RATIO

The ink presentsData or InformationNot data or not Information = Noise

THEORYhelliphelliphellipTHEORYhelliphelliphellip

bull PIXELS RATHER THAN INK

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 48

SixServingMen 6smcoukTuesday 01 May 2012

Page 49

6smcouk SixServingMen512012

British Tennis Membership

SixServingMen 6smcoukTuesday 01 May 2012

Page 50

Twitter Newsletter ndash Edition 1

SixServingMen 6smcoukTuesday 01 May 2012

Page 51

6smcouk SixServingMen512012

Sign up to personal training by Direct Debit and enjoy one session absolutely free

SixServingMen 6smcoukTuesday 01 May 2012

Page 52

B2B Marketing introducing Vocus special offer Get a free pound25 MampS voucher for 30 minutes of your time

512012

SixServingMen 6smcoukTuesday 01 May 2012

Page 53

6smcouk SixServingMen512012

Image What does your email say about you

SixServingMen 6smcoukTuesday 01 May 2012

Page 54

Last Chance for online offers

SixServingMen 6smcoukTuesday 01 May 2012

Page 55

EXPECTATION - HOW SOON IS SOON

SixServingMen 6smcoukTuesday 01 May 2012

Page 56

DATA PROTECTION LANDSCAPE25TH JAN 2012 DATA PROTECTION

bull RIGHTS OF THE DATA SUBJECT

bull CONTROLLER AND PROCESSOR

bull TRANSFER OF PERSONAL DATA TO THIRD COUNTRIES OR INTERNATIONAL ORGANISATIONS

bull INDEPENDENT SUPERVISORY AUTHORITIES

bull CO-OPERATION amp CONSISTENCY

bull REMEDIES LIABILITY amp SANCTIONS

bull DELEGATED ACTS amp IMPLEMENTING ACTS

CHAPTERSCHAPTERS

SixServingMen 6smcoukTuesday 01 May 2012

Page 57

SO WHAT

1

VALUE EMAIL2

SEGMENT ndash

MEASURE

AND MONITOR3

GET INTO ldquoWHATrsquoS IN IT

FOR US rdquo

PLANNING4

TEST

5

LISTEN AND REFINE APPROPRIATELY

ACTION POINTSACTION POINTS

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

QUESTIONS

Stefan Elliottstefelliott6smcouk

SixServingMenStef_Elliott

Coffee breakhellip

The next session starts at 340

Re-engagement CampaignsJames Bunting

DMA Email Customer Lifecycle ndash Manchester 19th AprilRe-engaging Lapsed amp Lost Customers

Re-engagement CampaignsJames Bunting

Agenda

What do we mean by lsquowinning customers backrsquo

Re-engaging lapsed and lost subscribers

The benefits of re-engaging lapsed subscribers

The principles of a re-engagement campaign

Automation

Summary

Re-engagement CampaignsJames Bunting

What do we mean by lsquowinning customers backrsquo

Recipients can become unresponsive ndash re-engagement campaigns set out to email the disengaged customers and encourage them to respond to emails again

Re-engagement CampaignsJames Bunting

The benefits of re-engaging lapsed subscribers

Increase open and click rates

Increase conversions

Identify inactive amp dormant subscribers ndash full understanding of your data

Yoursquove spent money acquiring the email address so why lose itIts easier to retain an existing subscriber than find a new one

Re-engagement CampaignsJames Bunting

what is your average open rate

30

Re-engagement CampaignsJames Bunting

Re-engaging lapsed and lost subscribers

What is your average open rate 3070 are lapsed or lost subscribers

Review what you are currently doing

Look at what you are doing and what you want to achieveList out the communications you send by type and messageMap out your customer lifecycle ndash what are the stages the buying processes entry exit and customer touch pointsHow do these correspond to the frequency type and message you are sending

Re-engagement CampaignsJames Bunting

Define interaction and behavioural activity

Define inactive and dormant contactsConsider why someone may have become dormantDivide the list into those that have

not opened an email in the last x monthsnot purchased in the last x months

Important to segment the inactivity furtherSeparate recipients who have been active at some time in their history and made a purchase from those who are truly inactive and have not made a purchaseIt is important that different messages are sent to these different groups

Segment on non-activity

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 11: DMA North: Email customer lifecycle

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Social Media and Offline Collect sign ups to your company at all

opportunities

bull In Store bull Telephone bull Postal bull Facebook (eg Wildfire)bull Twitter

Whenever you have the opportunity to

engage with customers and potential

customers offer them additional ways to hear

from you

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

White labels and Content White labels can be used to provide content for your website which will

encourage your visitors to register

The user is already on your website so has identified themselves

as someone

who has potential to engage with you However in order to register they need

an additional reason to part with their details

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

White label ndash Case Study ndash Now Magazine Now Magazine wanted to increase the

number of registrations

bull DMR integrated the instant win mechanism

across the site running a number of content

related competitions

bull In the first month 8000 additional

registrations from their own users

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

List Growth using 3rd Parties

1) Database enhancementA number of industry suppliers hold up‐to‐date and sophisticated software to enhanceyour existing data

(i) Data Validation‐

Experian QAS and GB Groups example Incorporation into your

sign‐up pages can help ensure correct details are logged and common entry mistakes

avoided in real time

(ii) Data Appending ndash

Several companies offer services to append missingincorrectly collected incomplete or out of date records with correct updated records

PLUG PLUG PLUG DMRi data pools derived from motoring insurance and

lifestyle sources totalling ~60million records

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

2) 3rd

Party Lead Generation bull This is when another company collects leads on your behalf

bull Many different approaches to lead generation

bull This data is unlikely to convert at the same rate as data collected on your own site but when done correctly can add additional valuable members

bull Keep in mind ROI High volumes of people on your list are only any use if they are the right people and actually want to hear

from you

bullOnly pay for data fields you are going to use

bull Test Monitor Test Monitor Test Monitor

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Examples of Online Lead Generation

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

bull 3rd

Party List Rental represents data records rented from another company

with the intention of communicating a marketing message to this list

bull There are two main types of list rental

1Where you send the email and the email comes from you

2Where the company who owns the data sends the email but the majority of

the email message is promoting your company

3) 3rd

Party List Rental

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

3rd

Party List Rental cont

bull When 3rd

Party List rental can workbull When 3rd

Party List rental will not work

What to consider when considering 3rd

party list

rental + Price + Age + How often is it emailed+ Compatibility + Test

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Foundations of Growing your Database CDI amp MDM

Customer Data Integration (CDI)‐

Establishing a standard process format for each

version of a customer record to be integrated into your database

Master Data Management (MDM) ndashA set of data governance standards processes

and metrics to ensure that databases are maintained

Conducting a Data Audit‐

Identifying all online and offline sources and documenting

data flows to find out how you can improve efficiency and maximise data return and

minimise opportunity cost

(Barclays est annual pound10million marketing savings in targeting and pound11 million maintenance from enterprise data and

warehousing‐

Effective IT Report (Information Age 2005))

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Summary bull Make sure you have maximised all internal options first and audited your data capture processes

bull Engage with your existing database and find out what triggered them to sign up and use this

information to make improvements

bull Give people a reason to sign up

bull Tell people what you are going to do and do it

bull Make it clear that people can unsubscribe easily

bull Use other touch points to collect email

bull Once internal options have been maximised consider 3rd

party options chose wisely ask lots of

questions test monitor and re‐monitor

bull Review regularly

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Thank you for listeninghellip

For Further reading please download the DMA white paper on3rd

party List Rental and Data

Capture

Kieran ShanahanMarketing amp Partnerships Manager

kierandmricouk0114 2815760

Sara WattsDirector

saradmricouk0114 2815760

About DMRi

Data Media amp Research Ltd have been at theforefront of digital marketing since the companywas established in 1995

Members of the Direct Marketing Associationsince 2002 ‐with representation on the Email Marketing Council and Legal and BestPractice Hub‐DMR proudly promotes and standsfor best industry practices in online datamarketing

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

6smcouk SixServingMen

Card playing Monkeys Dogs amp Bruce Forsyth

Stefan Elliottstefelliott6smcoukSixServingMenStef_Elliott

SixServingMen 6smcoukTuesday 01 May 2012

Page 23

Charlene Li amp Josh BernoffGroundswell Authors

We are all learning here ndash the best listeners will end up the smartest

SixServingMen 6smcoukTuesday 01 May 2012

Page 24

I keep six honest serving men they taught me all

I knew Their names are

What amp Why amp When and

How amp Where amp Who

Confidential

SIX SERVING MEN

RUDYARD KIPLINGRUDYARD KIPLING

SixServingMen 6smcoukTuesday 01 May 2012

Page 25

Why to Do 3

Where When Who - IntroductionsWhere When Who - Introductions1

Why What How 2

AGENDA

How to Do 4

What to Do 5

Questions

SixServingMen 6smcoukTuesday 01 May 2012

Page 26

100+ million websites

WHY EMAIL IS IMPORTANT

SixServingMen 6smcoukTuesday 01 May 2012

Page 27

Indirect

DIGITAL TRAFFIC - LANDSCAPE

Direct

3rd party referral sites

Social Media

Search

External SitesPartner Sites Suppliers Professional Bodies Affiliates Other helliphelliphellip

Visitors have multiple entry points and objectives for using your Digital assets Visitors have multiple entry points and objectives for using your Digital assets

SixServingMen 6smcoukTuesday 01 May 2012

Page 28

DIGITAL GOALS

Who

Tuesday 01 May 2012 Confidential

Why

How When What Where

SixServingMen 6smcoukTuesday 01 May 2012

Page 29

WHO ARE YOUR AUDIENCE

SixServingMen 6smcoukTuesday 01 May 2012

Page 30

AUDIENCE ENGAGEMENT MAP

Your capability to enhance engagement through targeted interaction is dictated by your ability to initiate stimulate effective communication

SixServingMen 6smcoukTuesday 01 May 2012

Page 31

LEVEL OF INTERACTION DEGREE OF ENGAGEMENT

bull Read watchbull Printbull Copybull Download

bull Read watchbull Printbull Copybull Download

bull Blog Commentbull Upload photosbull Videos

bull Blog Commentbull Upload photosbull Videos

Further contactbull Email

Connectbull Facebookbull Twitter etcbull Forward to a friend

Further contactbull Email

Connectbull Facebookbull Twitter etcbull Forward to a friend

BuyBuy

bull Dialogue in Forumbull On Line chatbull Dialogue in Forumbull On Line chat

bull Contact formbull emailbull Telephone

bull Contact formbull emailbull Telephone

ACTIVEPASSIVE

SixServingMen 6smcoukTuesday 01 May 2012

Page 32

MEASURES OF ENGAGEMENT Actions metrics KPIs1 Time spent on key pages2 Time spent on site (by source by entry page)3 Personalisation (pages display theme)4 Key page activity (post-activity)5 Alerts (register and response rates by channel CTR post click activity)6 Bookmarks (onsite offsite)7 Write Comments8 Download Articles PDFrsquos9 Email subscriptions10 Fans (become a fan of something someone)11 Favourites (add an item to favourites)12 Provide Feedback (via the site)13 Followers (follow something someone)14 Forward to a friend15 Groups (create join total number of groups group activity)16 Install widget (on a blog page Facebook etc)17 Invite Refer (a friend)18 Love Like this (a simpler form of rating something)19 Messaging (onsite)20 Submit Posts21 Set up Provide Profile (eg update avatar bio email etc)22 Print page23 Submit Ratings24 Registered users (new total active dormant churn)25 Report spam abuse26 Reviews27 Social media sharing participation (activity on key social media sites eg Facebook Twitter Digg etc)28 Testimonials29 Total contributors (and active contributors)30 Uploads (add an item eg articles links images videos)31 Views (videos ads rich images)32 Widgets (number of new widgets users embedded widgets)33 Wishlists (save an item to wishlist)34helliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 33

DRUNKEN MENrsquoS LAMP POSTS

He uses statistics as a drunken man uses lamp posts - for

support rather than illumination - Andrew

Lang

LAMP POSTS LAMP POSTS

SixServingMen 6smcoukTuesday 01 May 2012

Page 34

WYSIWYG ndash WHAT YOU SEE IS WHAT YOU GET

1 Gather Lots but only present bull The metrics that are positive bull Easy to manage metrics

2 Present bull Many metricsbull Extremely precise numbersbull Them quickly

3 Compare Metrics out of context4 Put them into really good looking

charts (3D movement multiple colours graphics etc)

STROKE ME METRICS STROKE ME METRICS

Never Ever try to educate your management business on the small number of key drivers for your business

If you are simple amp clearer they will understand how to think about your activity

They may even ask for the same data

This destroys your future ability to keep your metrics ldquofeel goodldquo

DONrsquoTDONrsquoT

bull WHAT YOU MEASURE amp REWARD IS WHAT YOU GET

bull ESTABLISH USER ENGAGEMENT METRICS ndash TIME

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 35

ENGAGEMENT = VALUE

SixServingMen 6smcoukTuesday 01 May 2012

Page 36

MEASURE

SixServingMen 6smcoukTuesday 01 May 2012

Page 37

ON THE INTERNET NOBODY KNOWS YOUrsquoRE A DOG

July 5th 1993 cartoon in the New Yorker

bull Care that you are a dog

bull Know what type of dog you are

bull Treat you like a dog if you are one

DO EMAIL MARKETERS DO EMAIL MARKETERS

bull SEGMENT YOUR DATABASE

bull VALUE YOUR DATABASEbull MONITOR VALUE OVER

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 38

WHATrsquoS THE SOLUTION WHENhelliphelliphellip

512012

bull Lazy bull Overloaded bull Habitualbull Predictablebull Intelligent bull Inquisitive bull Impatientbull Busy

PEOPLE AREPEOPLE ARE

SixServingMen 6smcoukTuesday 01 May 2012

Page 39

DESIGN ACTIVITIES ISO GUIDELINES

Produce design solutions

3

Evaluate the Design4

Design solution Meets user Requirements

5

Specify User Requirements

2

Understand amp Specify the Context

1

SixServingMen 6smcoukTuesday 01 May 2012

Page 40

TESTING - EMAIL ndash DECISION TREES

SixServingMen 6smcoukTuesday 01 May 2012

Page 41

At no time while I am helping you will your problem become my problem

The instant your problem becomes mine you will no longer have a problem

I cannot help someone who hasnt got a problem

You may ask my help at any appointed time and we will make a joint determination of what the next move will be and who will make it

ONCKEN AND WASS 1974 - MONKEYS

512012

THEORYhelliphelliphellipTHEORYhelliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 42

1 Monkeys should be fed or shot 2 The monkey population should

be kept below the maximum number that the manager has time to feed

3 Monkeys should be fed by appointment only

4 Monkeys shall be fed face to face or by telephone but not in writing

5 Every monkey should have an assigned next feeding time amp degree of initiative

FIVE ACTIONS TO TAKE FIVE ACTIONS TO TAKE

MANAGING MONKEYS

bull GO FOR READY AIM FIRE NOT

READY FIREhelliphellip AIM

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 43

Confidential

RELEVANCE OF EMAIL

SixServingMen 6smcoukTuesday 01 May 2012

Page 44

Memail - WIIFM

512012

1 Whatrsquos in it for Youbull Confirm the email goalbull Prioritise the actions desired

2 Help me do what you want 3 Zero based email design4 Trust ndash Donrsquot break it5 Test 6 Review amp Refine

WHATrsquoS IN IT FOR ME WHATrsquoS IN IT FOR ME

SixServingMen 6smcoukTuesday 01 May 2012

Page 45

Gestalt = Pattern

1 Proximity2 Closure3 Similarity4 Continuity5 Enclosure6 Connection

GESTALT SCHOOL OF PSYCHOLOGY

bull UNDERSTAND HOW AND WHY SOMETHING WORKS ndash NOT JUST THAT IT HAS WORKED

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 46

6smcouk SixServingMen

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

512012

GESTALT SCHOOL OF PSYCHOLOGY

SixServingMen 6smcoukTuesday 01 May 2012

Page 47

DATA INK RATIO

The ink presentsData or InformationNot data or not Information = Noise

THEORYhelliphelliphellipTHEORYhelliphelliphellip

bull PIXELS RATHER THAN INK

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 48

SixServingMen 6smcoukTuesday 01 May 2012

Page 49

6smcouk SixServingMen512012

British Tennis Membership

SixServingMen 6smcoukTuesday 01 May 2012

Page 50

Twitter Newsletter ndash Edition 1

SixServingMen 6smcoukTuesday 01 May 2012

Page 51

6smcouk SixServingMen512012

Sign up to personal training by Direct Debit and enjoy one session absolutely free

SixServingMen 6smcoukTuesday 01 May 2012

Page 52

B2B Marketing introducing Vocus special offer Get a free pound25 MampS voucher for 30 minutes of your time

512012

SixServingMen 6smcoukTuesday 01 May 2012

Page 53

6smcouk SixServingMen512012

Image What does your email say about you

SixServingMen 6smcoukTuesday 01 May 2012

Page 54

Last Chance for online offers

SixServingMen 6smcoukTuesday 01 May 2012

Page 55

EXPECTATION - HOW SOON IS SOON

SixServingMen 6smcoukTuesday 01 May 2012

Page 56

DATA PROTECTION LANDSCAPE25TH JAN 2012 DATA PROTECTION

bull RIGHTS OF THE DATA SUBJECT

bull CONTROLLER AND PROCESSOR

bull TRANSFER OF PERSONAL DATA TO THIRD COUNTRIES OR INTERNATIONAL ORGANISATIONS

bull INDEPENDENT SUPERVISORY AUTHORITIES

bull CO-OPERATION amp CONSISTENCY

bull REMEDIES LIABILITY amp SANCTIONS

bull DELEGATED ACTS amp IMPLEMENTING ACTS

CHAPTERSCHAPTERS

SixServingMen 6smcoukTuesday 01 May 2012

Page 57

SO WHAT

1

VALUE EMAIL2

SEGMENT ndash

MEASURE

AND MONITOR3

GET INTO ldquoWHATrsquoS IN IT

FOR US rdquo

PLANNING4

TEST

5

LISTEN AND REFINE APPROPRIATELY

ACTION POINTSACTION POINTS

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

QUESTIONS

Stefan Elliottstefelliott6smcouk

SixServingMenStef_Elliott

Coffee breakhellip

The next session starts at 340

Re-engagement CampaignsJames Bunting

DMA Email Customer Lifecycle ndash Manchester 19th AprilRe-engaging Lapsed amp Lost Customers

Re-engagement CampaignsJames Bunting

Agenda

What do we mean by lsquowinning customers backrsquo

Re-engaging lapsed and lost subscribers

The benefits of re-engaging lapsed subscribers

The principles of a re-engagement campaign

Automation

Summary

Re-engagement CampaignsJames Bunting

What do we mean by lsquowinning customers backrsquo

Recipients can become unresponsive ndash re-engagement campaigns set out to email the disengaged customers and encourage them to respond to emails again

Re-engagement CampaignsJames Bunting

The benefits of re-engaging lapsed subscribers

Increase open and click rates

Increase conversions

Identify inactive amp dormant subscribers ndash full understanding of your data

Yoursquove spent money acquiring the email address so why lose itIts easier to retain an existing subscriber than find a new one

Re-engagement CampaignsJames Bunting

what is your average open rate

30

Re-engagement CampaignsJames Bunting

Re-engaging lapsed and lost subscribers

What is your average open rate 3070 are lapsed or lost subscribers

Review what you are currently doing

Look at what you are doing and what you want to achieveList out the communications you send by type and messageMap out your customer lifecycle ndash what are the stages the buying processes entry exit and customer touch pointsHow do these correspond to the frequency type and message you are sending

Re-engagement CampaignsJames Bunting

Define interaction and behavioural activity

Define inactive and dormant contactsConsider why someone may have become dormantDivide the list into those that have

not opened an email in the last x monthsnot purchased in the last x months

Important to segment the inactivity furtherSeparate recipients who have been active at some time in their history and made a purchase from those who are truly inactive and have not made a purchaseIt is important that different messages are sent to these different groups

Segment on non-activity

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 12: DMA North: Email customer lifecycle

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

White labels and Content White labels can be used to provide content for your website which will

encourage your visitors to register

The user is already on your website so has identified themselves

as someone

who has potential to engage with you However in order to register they need

an additional reason to part with their details

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

White label ndash Case Study ndash Now Magazine Now Magazine wanted to increase the

number of registrations

bull DMR integrated the instant win mechanism

across the site running a number of content

related competitions

bull In the first month 8000 additional

registrations from their own users

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

List Growth using 3rd Parties

1) Database enhancementA number of industry suppliers hold up‐to‐date and sophisticated software to enhanceyour existing data

(i) Data Validation‐

Experian QAS and GB Groups example Incorporation into your

sign‐up pages can help ensure correct details are logged and common entry mistakes

avoided in real time

(ii) Data Appending ndash

Several companies offer services to append missingincorrectly collected incomplete or out of date records with correct updated records

PLUG PLUG PLUG DMRi data pools derived from motoring insurance and

lifestyle sources totalling ~60million records

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

2) 3rd

Party Lead Generation bull This is when another company collects leads on your behalf

bull Many different approaches to lead generation

bull This data is unlikely to convert at the same rate as data collected on your own site but when done correctly can add additional valuable members

bull Keep in mind ROI High volumes of people on your list are only any use if they are the right people and actually want to hear

from you

bullOnly pay for data fields you are going to use

bull Test Monitor Test Monitor Test Monitor

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Examples of Online Lead Generation

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

bull 3rd

Party List Rental represents data records rented from another company

with the intention of communicating a marketing message to this list

bull There are two main types of list rental

1Where you send the email and the email comes from you

2Where the company who owns the data sends the email but the majority of

the email message is promoting your company

3) 3rd

Party List Rental

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

3rd

Party List Rental cont

bull When 3rd

Party List rental can workbull When 3rd

Party List rental will not work

What to consider when considering 3rd

party list

rental + Price + Age + How often is it emailed+ Compatibility + Test

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Foundations of Growing your Database CDI amp MDM

Customer Data Integration (CDI)‐

Establishing a standard process format for each

version of a customer record to be integrated into your database

Master Data Management (MDM) ndashA set of data governance standards processes

and metrics to ensure that databases are maintained

Conducting a Data Audit‐

Identifying all online and offline sources and documenting

data flows to find out how you can improve efficiency and maximise data return and

minimise opportunity cost

(Barclays est annual pound10million marketing savings in targeting and pound11 million maintenance from enterprise data and

warehousing‐

Effective IT Report (Information Age 2005))

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Summary bull Make sure you have maximised all internal options first and audited your data capture processes

bull Engage with your existing database and find out what triggered them to sign up and use this

information to make improvements

bull Give people a reason to sign up

bull Tell people what you are going to do and do it

bull Make it clear that people can unsubscribe easily

bull Use other touch points to collect email

bull Once internal options have been maximised consider 3rd

party options chose wisely ask lots of

questions test monitor and re‐monitor

bull Review regularly

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Thank you for listeninghellip

For Further reading please download the DMA white paper on3rd

party List Rental and Data

Capture

Kieran ShanahanMarketing amp Partnerships Manager

kierandmricouk0114 2815760

Sara WattsDirector

saradmricouk0114 2815760

About DMRi

Data Media amp Research Ltd have been at theforefront of digital marketing since the companywas established in 1995

Members of the Direct Marketing Associationsince 2002 ‐with representation on the Email Marketing Council and Legal and BestPractice Hub‐DMR proudly promotes and standsfor best industry practices in online datamarketing

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

6smcouk SixServingMen

Card playing Monkeys Dogs amp Bruce Forsyth

Stefan Elliottstefelliott6smcoukSixServingMenStef_Elliott

SixServingMen 6smcoukTuesday 01 May 2012

Page 23

Charlene Li amp Josh BernoffGroundswell Authors

We are all learning here ndash the best listeners will end up the smartest

SixServingMen 6smcoukTuesday 01 May 2012

Page 24

I keep six honest serving men they taught me all

I knew Their names are

What amp Why amp When and

How amp Where amp Who

Confidential

SIX SERVING MEN

RUDYARD KIPLINGRUDYARD KIPLING

SixServingMen 6smcoukTuesday 01 May 2012

Page 25

Why to Do 3

Where When Who - IntroductionsWhere When Who - Introductions1

Why What How 2

AGENDA

How to Do 4

What to Do 5

Questions

SixServingMen 6smcoukTuesday 01 May 2012

Page 26

100+ million websites

WHY EMAIL IS IMPORTANT

SixServingMen 6smcoukTuesday 01 May 2012

Page 27

Indirect

DIGITAL TRAFFIC - LANDSCAPE

Direct

3rd party referral sites

Social Media

Search

External SitesPartner Sites Suppliers Professional Bodies Affiliates Other helliphelliphellip

Visitors have multiple entry points and objectives for using your Digital assets Visitors have multiple entry points and objectives for using your Digital assets

SixServingMen 6smcoukTuesday 01 May 2012

Page 28

DIGITAL GOALS

Who

Tuesday 01 May 2012 Confidential

Why

How When What Where

SixServingMen 6smcoukTuesday 01 May 2012

Page 29

WHO ARE YOUR AUDIENCE

SixServingMen 6smcoukTuesday 01 May 2012

Page 30

AUDIENCE ENGAGEMENT MAP

Your capability to enhance engagement through targeted interaction is dictated by your ability to initiate stimulate effective communication

SixServingMen 6smcoukTuesday 01 May 2012

Page 31

LEVEL OF INTERACTION DEGREE OF ENGAGEMENT

bull Read watchbull Printbull Copybull Download

bull Read watchbull Printbull Copybull Download

bull Blog Commentbull Upload photosbull Videos

bull Blog Commentbull Upload photosbull Videos

Further contactbull Email

Connectbull Facebookbull Twitter etcbull Forward to a friend

Further contactbull Email

Connectbull Facebookbull Twitter etcbull Forward to a friend

BuyBuy

bull Dialogue in Forumbull On Line chatbull Dialogue in Forumbull On Line chat

bull Contact formbull emailbull Telephone

bull Contact formbull emailbull Telephone

ACTIVEPASSIVE

SixServingMen 6smcoukTuesday 01 May 2012

Page 32

MEASURES OF ENGAGEMENT Actions metrics KPIs1 Time spent on key pages2 Time spent on site (by source by entry page)3 Personalisation (pages display theme)4 Key page activity (post-activity)5 Alerts (register and response rates by channel CTR post click activity)6 Bookmarks (onsite offsite)7 Write Comments8 Download Articles PDFrsquos9 Email subscriptions10 Fans (become a fan of something someone)11 Favourites (add an item to favourites)12 Provide Feedback (via the site)13 Followers (follow something someone)14 Forward to a friend15 Groups (create join total number of groups group activity)16 Install widget (on a blog page Facebook etc)17 Invite Refer (a friend)18 Love Like this (a simpler form of rating something)19 Messaging (onsite)20 Submit Posts21 Set up Provide Profile (eg update avatar bio email etc)22 Print page23 Submit Ratings24 Registered users (new total active dormant churn)25 Report spam abuse26 Reviews27 Social media sharing participation (activity on key social media sites eg Facebook Twitter Digg etc)28 Testimonials29 Total contributors (and active contributors)30 Uploads (add an item eg articles links images videos)31 Views (videos ads rich images)32 Widgets (number of new widgets users embedded widgets)33 Wishlists (save an item to wishlist)34helliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 33

DRUNKEN MENrsquoS LAMP POSTS

He uses statistics as a drunken man uses lamp posts - for

support rather than illumination - Andrew

Lang

LAMP POSTS LAMP POSTS

SixServingMen 6smcoukTuesday 01 May 2012

Page 34

WYSIWYG ndash WHAT YOU SEE IS WHAT YOU GET

1 Gather Lots but only present bull The metrics that are positive bull Easy to manage metrics

2 Present bull Many metricsbull Extremely precise numbersbull Them quickly

3 Compare Metrics out of context4 Put them into really good looking

charts (3D movement multiple colours graphics etc)

STROKE ME METRICS STROKE ME METRICS

Never Ever try to educate your management business on the small number of key drivers for your business

If you are simple amp clearer they will understand how to think about your activity

They may even ask for the same data

This destroys your future ability to keep your metrics ldquofeel goodldquo

DONrsquoTDONrsquoT

bull WHAT YOU MEASURE amp REWARD IS WHAT YOU GET

bull ESTABLISH USER ENGAGEMENT METRICS ndash TIME

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 35

ENGAGEMENT = VALUE

SixServingMen 6smcoukTuesday 01 May 2012

Page 36

MEASURE

SixServingMen 6smcoukTuesday 01 May 2012

Page 37

ON THE INTERNET NOBODY KNOWS YOUrsquoRE A DOG

July 5th 1993 cartoon in the New Yorker

bull Care that you are a dog

bull Know what type of dog you are

bull Treat you like a dog if you are one

DO EMAIL MARKETERS DO EMAIL MARKETERS

bull SEGMENT YOUR DATABASE

bull VALUE YOUR DATABASEbull MONITOR VALUE OVER

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 38

WHATrsquoS THE SOLUTION WHENhelliphelliphellip

512012

bull Lazy bull Overloaded bull Habitualbull Predictablebull Intelligent bull Inquisitive bull Impatientbull Busy

PEOPLE AREPEOPLE ARE

SixServingMen 6smcoukTuesday 01 May 2012

Page 39

DESIGN ACTIVITIES ISO GUIDELINES

Produce design solutions

3

Evaluate the Design4

Design solution Meets user Requirements

5

Specify User Requirements

2

Understand amp Specify the Context

1

SixServingMen 6smcoukTuesday 01 May 2012

Page 40

TESTING - EMAIL ndash DECISION TREES

SixServingMen 6smcoukTuesday 01 May 2012

Page 41

At no time while I am helping you will your problem become my problem

The instant your problem becomes mine you will no longer have a problem

I cannot help someone who hasnt got a problem

You may ask my help at any appointed time and we will make a joint determination of what the next move will be and who will make it

ONCKEN AND WASS 1974 - MONKEYS

512012

THEORYhelliphelliphellipTHEORYhelliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 42

1 Monkeys should be fed or shot 2 The monkey population should

be kept below the maximum number that the manager has time to feed

3 Monkeys should be fed by appointment only

4 Monkeys shall be fed face to face or by telephone but not in writing

5 Every monkey should have an assigned next feeding time amp degree of initiative

FIVE ACTIONS TO TAKE FIVE ACTIONS TO TAKE

MANAGING MONKEYS

bull GO FOR READY AIM FIRE NOT

READY FIREhelliphellip AIM

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 43

Confidential

RELEVANCE OF EMAIL

SixServingMen 6smcoukTuesday 01 May 2012

Page 44

Memail - WIIFM

512012

1 Whatrsquos in it for Youbull Confirm the email goalbull Prioritise the actions desired

2 Help me do what you want 3 Zero based email design4 Trust ndash Donrsquot break it5 Test 6 Review amp Refine

WHATrsquoS IN IT FOR ME WHATrsquoS IN IT FOR ME

SixServingMen 6smcoukTuesday 01 May 2012

Page 45

Gestalt = Pattern

1 Proximity2 Closure3 Similarity4 Continuity5 Enclosure6 Connection

GESTALT SCHOOL OF PSYCHOLOGY

bull UNDERSTAND HOW AND WHY SOMETHING WORKS ndash NOT JUST THAT IT HAS WORKED

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 46

6smcouk SixServingMen

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

512012

GESTALT SCHOOL OF PSYCHOLOGY

SixServingMen 6smcoukTuesday 01 May 2012

Page 47

DATA INK RATIO

The ink presentsData or InformationNot data or not Information = Noise

THEORYhelliphelliphellipTHEORYhelliphelliphellip

bull PIXELS RATHER THAN INK

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 48

SixServingMen 6smcoukTuesday 01 May 2012

Page 49

6smcouk SixServingMen512012

British Tennis Membership

SixServingMen 6smcoukTuesday 01 May 2012

Page 50

Twitter Newsletter ndash Edition 1

SixServingMen 6smcoukTuesday 01 May 2012

Page 51

6smcouk SixServingMen512012

Sign up to personal training by Direct Debit and enjoy one session absolutely free

SixServingMen 6smcoukTuesday 01 May 2012

Page 52

B2B Marketing introducing Vocus special offer Get a free pound25 MampS voucher for 30 minutes of your time

512012

SixServingMen 6smcoukTuesday 01 May 2012

Page 53

6smcouk SixServingMen512012

Image What does your email say about you

SixServingMen 6smcoukTuesday 01 May 2012

Page 54

Last Chance for online offers

SixServingMen 6smcoukTuesday 01 May 2012

Page 55

EXPECTATION - HOW SOON IS SOON

SixServingMen 6smcoukTuesday 01 May 2012

Page 56

DATA PROTECTION LANDSCAPE25TH JAN 2012 DATA PROTECTION

bull RIGHTS OF THE DATA SUBJECT

bull CONTROLLER AND PROCESSOR

bull TRANSFER OF PERSONAL DATA TO THIRD COUNTRIES OR INTERNATIONAL ORGANISATIONS

bull INDEPENDENT SUPERVISORY AUTHORITIES

bull CO-OPERATION amp CONSISTENCY

bull REMEDIES LIABILITY amp SANCTIONS

bull DELEGATED ACTS amp IMPLEMENTING ACTS

CHAPTERSCHAPTERS

SixServingMen 6smcoukTuesday 01 May 2012

Page 57

SO WHAT

1

VALUE EMAIL2

SEGMENT ndash

MEASURE

AND MONITOR3

GET INTO ldquoWHATrsquoS IN IT

FOR US rdquo

PLANNING4

TEST

5

LISTEN AND REFINE APPROPRIATELY

ACTION POINTSACTION POINTS

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

QUESTIONS

Stefan Elliottstefelliott6smcouk

SixServingMenStef_Elliott

Coffee breakhellip

The next session starts at 340

Re-engagement CampaignsJames Bunting

DMA Email Customer Lifecycle ndash Manchester 19th AprilRe-engaging Lapsed amp Lost Customers

Re-engagement CampaignsJames Bunting

Agenda

What do we mean by lsquowinning customers backrsquo

Re-engaging lapsed and lost subscribers

The benefits of re-engaging lapsed subscribers

The principles of a re-engagement campaign

Automation

Summary

Re-engagement CampaignsJames Bunting

What do we mean by lsquowinning customers backrsquo

Recipients can become unresponsive ndash re-engagement campaigns set out to email the disengaged customers and encourage them to respond to emails again

Re-engagement CampaignsJames Bunting

The benefits of re-engaging lapsed subscribers

Increase open and click rates

Increase conversions

Identify inactive amp dormant subscribers ndash full understanding of your data

Yoursquove spent money acquiring the email address so why lose itIts easier to retain an existing subscriber than find a new one

Re-engagement CampaignsJames Bunting

what is your average open rate

30

Re-engagement CampaignsJames Bunting

Re-engaging lapsed and lost subscribers

What is your average open rate 3070 are lapsed or lost subscribers

Review what you are currently doing

Look at what you are doing and what you want to achieveList out the communications you send by type and messageMap out your customer lifecycle ndash what are the stages the buying processes entry exit and customer touch pointsHow do these correspond to the frequency type and message you are sending

Re-engagement CampaignsJames Bunting

Define interaction and behavioural activity

Define inactive and dormant contactsConsider why someone may have become dormantDivide the list into those that have

not opened an email in the last x monthsnot purchased in the last x months

Important to segment the inactivity furtherSeparate recipients who have been active at some time in their history and made a purchase from those who are truly inactive and have not made a purchaseIt is important that different messages are sent to these different groups

Segment on non-activity

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 13: DMA North: Email customer lifecycle

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

White label ndash Case Study ndash Now Magazine Now Magazine wanted to increase the

number of registrations

bull DMR integrated the instant win mechanism

across the site running a number of content

related competitions

bull In the first month 8000 additional

registrations from their own users

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

List Growth using 3rd Parties

1) Database enhancementA number of industry suppliers hold up‐to‐date and sophisticated software to enhanceyour existing data

(i) Data Validation‐

Experian QAS and GB Groups example Incorporation into your

sign‐up pages can help ensure correct details are logged and common entry mistakes

avoided in real time

(ii) Data Appending ndash

Several companies offer services to append missingincorrectly collected incomplete or out of date records with correct updated records

PLUG PLUG PLUG DMRi data pools derived from motoring insurance and

lifestyle sources totalling ~60million records

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

2) 3rd

Party Lead Generation bull This is when another company collects leads on your behalf

bull Many different approaches to lead generation

bull This data is unlikely to convert at the same rate as data collected on your own site but when done correctly can add additional valuable members

bull Keep in mind ROI High volumes of people on your list are only any use if they are the right people and actually want to hear

from you

bullOnly pay for data fields you are going to use

bull Test Monitor Test Monitor Test Monitor

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Examples of Online Lead Generation

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

bull 3rd

Party List Rental represents data records rented from another company

with the intention of communicating a marketing message to this list

bull There are two main types of list rental

1Where you send the email and the email comes from you

2Where the company who owns the data sends the email but the majority of

the email message is promoting your company

3) 3rd

Party List Rental

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

3rd

Party List Rental cont

bull When 3rd

Party List rental can workbull When 3rd

Party List rental will not work

What to consider when considering 3rd

party list

rental + Price + Age + How often is it emailed+ Compatibility + Test

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Foundations of Growing your Database CDI amp MDM

Customer Data Integration (CDI)‐

Establishing a standard process format for each

version of a customer record to be integrated into your database

Master Data Management (MDM) ndashA set of data governance standards processes

and metrics to ensure that databases are maintained

Conducting a Data Audit‐

Identifying all online and offline sources and documenting

data flows to find out how you can improve efficiency and maximise data return and

minimise opportunity cost

(Barclays est annual pound10million marketing savings in targeting and pound11 million maintenance from enterprise data and

warehousing‐

Effective IT Report (Information Age 2005))

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Summary bull Make sure you have maximised all internal options first and audited your data capture processes

bull Engage with your existing database and find out what triggered them to sign up and use this

information to make improvements

bull Give people a reason to sign up

bull Tell people what you are going to do and do it

bull Make it clear that people can unsubscribe easily

bull Use other touch points to collect email

bull Once internal options have been maximised consider 3rd

party options chose wisely ask lots of

questions test monitor and re‐monitor

bull Review regularly

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Thank you for listeninghellip

For Further reading please download the DMA white paper on3rd

party List Rental and Data

Capture

Kieran ShanahanMarketing amp Partnerships Manager

kierandmricouk0114 2815760

Sara WattsDirector

saradmricouk0114 2815760

About DMRi

Data Media amp Research Ltd have been at theforefront of digital marketing since the companywas established in 1995

Members of the Direct Marketing Associationsince 2002 ‐with representation on the Email Marketing Council and Legal and BestPractice Hub‐DMR proudly promotes and standsfor best industry practices in online datamarketing

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

6smcouk SixServingMen

Card playing Monkeys Dogs amp Bruce Forsyth

Stefan Elliottstefelliott6smcoukSixServingMenStef_Elliott

SixServingMen 6smcoukTuesday 01 May 2012

Page 23

Charlene Li amp Josh BernoffGroundswell Authors

We are all learning here ndash the best listeners will end up the smartest

SixServingMen 6smcoukTuesday 01 May 2012

Page 24

I keep six honest serving men they taught me all

I knew Their names are

What amp Why amp When and

How amp Where amp Who

Confidential

SIX SERVING MEN

RUDYARD KIPLINGRUDYARD KIPLING

SixServingMen 6smcoukTuesday 01 May 2012

Page 25

Why to Do 3

Where When Who - IntroductionsWhere When Who - Introductions1

Why What How 2

AGENDA

How to Do 4

What to Do 5

Questions

SixServingMen 6smcoukTuesday 01 May 2012

Page 26

100+ million websites

WHY EMAIL IS IMPORTANT

SixServingMen 6smcoukTuesday 01 May 2012

Page 27

Indirect

DIGITAL TRAFFIC - LANDSCAPE

Direct

3rd party referral sites

Social Media

Search

External SitesPartner Sites Suppliers Professional Bodies Affiliates Other helliphelliphellip

Visitors have multiple entry points and objectives for using your Digital assets Visitors have multiple entry points and objectives for using your Digital assets

SixServingMen 6smcoukTuesday 01 May 2012

Page 28

DIGITAL GOALS

Who

Tuesday 01 May 2012 Confidential

Why

How When What Where

SixServingMen 6smcoukTuesday 01 May 2012

Page 29

WHO ARE YOUR AUDIENCE

SixServingMen 6smcoukTuesday 01 May 2012

Page 30

AUDIENCE ENGAGEMENT MAP

Your capability to enhance engagement through targeted interaction is dictated by your ability to initiate stimulate effective communication

SixServingMen 6smcoukTuesday 01 May 2012

Page 31

LEVEL OF INTERACTION DEGREE OF ENGAGEMENT

bull Read watchbull Printbull Copybull Download

bull Read watchbull Printbull Copybull Download

bull Blog Commentbull Upload photosbull Videos

bull Blog Commentbull Upload photosbull Videos

Further contactbull Email

Connectbull Facebookbull Twitter etcbull Forward to a friend

Further contactbull Email

Connectbull Facebookbull Twitter etcbull Forward to a friend

BuyBuy

bull Dialogue in Forumbull On Line chatbull Dialogue in Forumbull On Line chat

bull Contact formbull emailbull Telephone

bull Contact formbull emailbull Telephone

ACTIVEPASSIVE

SixServingMen 6smcoukTuesday 01 May 2012

Page 32

MEASURES OF ENGAGEMENT Actions metrics KPIs1 Time spent on key pages2 Time spent on site (by source by entry page)3 Personalisation (pages display theme)4 Key page activity (post-activity)5 Alerts (register and response rates by channel CTR post click activity)6 Bookmarks (onsite offsite)7 Write Comments8 Download Articles PDFrsquos9 Email subscriptions10 Fans (become a fan of something someone)11 Favourites (add an item to favourites)12 Provide Feedback (via the site)13 Followers (follow something someone)14 Forward to a friend15 Groups (create join total number of groups group activity)16 Install widget (on a blog page Facebook etc)17 Invite Refer (a friend)18 Love Like this (a simpler form of rating something)19 Messaging (onsite)20 Submit Posts21 Set up Provide Profile (eg update avatar bio email etc)22 Print page23 Submit Ratings24 Registered users (new total active dormant churn)25 Report spam abuse26 Reviews27 Social media sharing participation (activity on key social media sites eg Facebook Twitter Digg etc)28 Testimonials29 Total contributors (and active contributors)30 Uploads (add an item eg articles links images videos)31 Views (videos ads rich images)32 Widgets (number of new widgets users embedded widgets)33 Wishlists (save an item to wishlist)34helliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 33

DRUNKEN MENrsquoS LAMP POSTS

He uses statistics as a drunken man uses lamp posts - for

support rather than illumination - Andrew

Lang

LAMP POSTS LAMP POSTS

SixServingMen 6smcoukTuesday 01 May 2012

Page 34

WYSIWYG ndash WHAT YOU SEE IS WHAT YOU GET

1 Gather Lots but only present bull The metrics that are positive bull Easy to manage metrics

2 Present bull Many metricsbull Extremely precise numbersbull Them quickly

3 Compare Metrics out of context4 Put them into really good looking

charts (3D movement multiple colours graphics etc)

STROKE ME METRICS STROKE ME METRICS

Never Ever try to educate your management business on the small number of key drivers for your business

If you are simple amp clearer they will understand how to think about your activity

They may even ask for the same data

This destroys your future ability to keep your metrics ldquofeel goodldquo

DONrsquoTDONrsquoT

bull WHAT YOU MEASURE amp REWARD IS WHAT YOU GET

bull ESTABLISH USER ENGAGEMENT METRICS ndash TIME

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 35

ENGAGEMENT = VALUE

SixServingMen 6smcoukTuesday 01 May 2012

Page 36

MEASURE

SixServingMen 6smcoukTuesday 01 May 2012

Page 37

ON THE INTERNET NOBODY KNOWS YOUrsquoRE A DOG

July 5th 1993 cartoon in the New Yorker

bull Care that you are a dog

bull Know what type of dog you are

bull Treat you like a dog if you are one

DO EMAIL MARKETERS DO EMAIL MARKETERS

bull SEGMENT YOUR DATABASE

bull VALUE YOUR DATABASEbull MONITOR VALUE OVER

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 38

WHATrsquoS THE SOLUTION WHENhelliphelliphellip

512012

bull Lazy bull Overloaded bull Habitualbull Predictablebull Intelligent bull Inquisitive bull Impatientbull Busy

PEOPLE AREPEOPLE ARE

SixServingMen 6smcoukTuesday 01 May 2012

Page 39

DESIGN ACTIVITIES ISO GUIDELINES

Produce design solutions

3

Evaluate the Design4

Design solution Meets user Requirements

5

Specify User Requirements

2

Understand amp Specify the Context

1

SixServingMen 6smcoukTuesday 01 May 2012

Page 40

TESTING - EMAIL ndash DECISION TREES

SixServingMen 6smcoukTuesday 01 May 2012

Page 41

At no time while I am helping you will your problem become my problem

The instant your problem becomes mine you will no longer have a problem

I cannot help someone who hasnt got a problem

You may ask my help at any appointed time and we will make a joint determination of what the next move will be and who will make it

ONCKEN AND WASS 1974 - MONKEYS

512012

THEORYhelliphelliphellipTHEORYhelliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 42

1 Monkeys should be fed or shot 2 The monkey population should

be kept below the maximum number that the manager has time to feed

3 Monkeys should be fed by appointment only

4 Monkeys shall be fed face to face or by telephone but not in writing

5 Every monkey should have an assigned next feeding time amp degree of initiative

FIVE ACTIONS TO TAKE FIVE ACTIONS TO TAKE

MANAGING MONKEYS

bull GO FOR READY AIM FIRE NOT

READY FIREhelliphellip AIM

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 43

Confidential

RELEVANCE OF EMAIL

SixServingMen 6smcoukTuesday 01 May 2012

Page 44

Memail - WIIFM

512012

1 Whatrsquos in it for Youbull Confirm the email goalbull Prioritise the actions desired

2 Help me do what you want 3 Zero based email design4 Trust ndash Donrsquot break it5 Test 6 Review amp Refine

WHATrsquoS IN IT FOR ME WHATrsquoS IN IT FOR ME

SixServingMen 6smcoukTuesday 01 May 2012

Page 45

Gestalt = Pattern

1 Proximity2 Closure3 Similarity4 Continuity5 Enclosure6 Connection

GESTALT SCHOOL OF PSYCHOLOGY

bull UNDERSTAND HOW AND WHY SOMETHING WORKS ndash NOT JUST THAT IT HAS WORKED

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 46

6smcouk SixServingMen

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

512012

GESTALT SCHOOL OF PSYCHOLOGY

SixServingMen 6smcoukTuesday 01 May 2012

Page 47

DATA INK RATIO

The ink presentsData or InformationNot data or not Information = Noise

THEORYhelliphelliphellipTHEORYhelliphelliphellip

bull PIXELS RATHER THAN INK

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 48

SixServingMen 6smcoukTuesday 01 May 2012

Page 49

6smcouk SixServingMen512012

British Tennis Membership

SixServingMen 6smcoukTuesday 01 May 2012

Page 50

Twitter Newsletter ndash Edition 1

SixServingMen 6smcoukTuesday 01 May 2012

Page 51

6smcouk SixServingMen512012

Sign up to personal training by Direct Debit and enjoy one session absolutely free

SixServingMen 6smcoukTuesday 01 May 2012

Page 52

B2B Marketing introducing Vocus special offer Get a free pound25 MampS voucher for 30 minutes of your time

512012

SixServingMen 6smcoukTuesday 01 May 2012

Page 53

6smcouk SixServingMen512012

Image What does your email say about you

SixServingMen 6smcoukTuesday 01 May 2012

Page 54

Last Chance for online offers

SixServingMen 6smcoukTuesday 01 May 2012

Page 55

EXPECTATION - HOW SOON IS SOON

SixServingMen 6smcoukTuesday 01 May 2012

Page 56

DATA PROTECTION LANDSCAPE25TH JAN 2012 DATA PROTECTION

bull RIGHTS OF THE DATA SUBJECT

bull CONTROLLER AND PROCESSOR

bull TRANSFER OF PERSONAL DATA TO THIRD COUNTRIES OR INTERNATIONAL ORGANISATIONS

bull INDEPENDENT SUPERVISORY AUTHORITIES

bull CO-OPERATION amp CONSISTENCY

bull REMEDIES LIABILITY amp SANCTIONS

bull DELEGATED ACTS amp IMPLEMENTING ACTS

CHAPTERSCHAPTERS

SixServingMen 6smcoukTuesday 01 May 2012

Page 57

SO WHAT

1

VALUE EMAIL2

SEGMENT ndash

MEASURE

AND MONITOR3

GET INTO ldquoWHATrsquoS IN IT

FOR US rdquo

PLANNING4

TEST

5

LISTEN AND REFINE APPROPRIATELY

ACTION POINTSACTION POINTS

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

QUESTIONS

Stefan Elliottstefelliott6smcouk

SixServingMenStef_Elliott

Coffee breakhellip

The next session starts at 340

Re-engagement CampaignsJames Bunting

DMA Email Customer Lifecycle ndash Manchester 19th AprilRe-engaging Lapsed amp Lost Customers

Re-engagement CampaignsJames Bunting

Agenda

What do we mean by lsquowinning customers backrsquo

Re-engaging lapsed and lost subscribers

The benefits of re-engaging lapsed subscribers

The principles of a re-engagement campaign

Automation

Summary

Re-engagement CampaignsJames Bunting

What do we mean by lsquowinning customers backrsquo

Recipients can become unresponsive ndash re-engagement campaigns set out to email the disengaged customers and encourage them to respond to emails again

Re-engagement CampaignsJames Bunting

The benefits of re-engaging lapsed subscribers

Increase open and click rates

Increase conversions

Identify inactive amp dormant subscribers ndash full understanding of your data

Yoursquove spent money acquiring the email address so why lose itIts easier to retain an existing subscriber than find a new one

Re-engagement CampaignsJames Bunting

what is your average open rate

30

Re-engagement CampaignsJames Bunting

Re-engaging lapsed and lost subscribers

What is your average open rate 3070 are lapsed or lost subscribers

Review what you are currently doing

Look at what you are doing and what you want to achieveList out the communications you send by type and messageMap out your customer lifecycle ndash what are the stages the buying processes entry exit and customer touch pointsHow do these correspond to the frequency type and message you are sending

Re-engagement CampaignsJames Bunting

Define interaction and behavioural activity

Define inactive and dormant contactsConsider why someone may have become dormantDivide the list into those that have

not opened an email in the last x monthsnot purchased in the last x months

Important to segment the inactivity furtherSeparate recipients who have been active at some time in their history and made a purchase from those who are truly inactive and have not made a purchaseIt is important that different messages are sent to these different groups

Segment on non-activity

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 14: DMA North: Email customer lifecycle

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

List Growth using 3rd Parties

1) Database enhancementA number of industry suppliers hold up‐to‐date and sophisticated software to enhanceyour existing data

(i) Data Validation‐

Experian QAS and GB Groups example Incorporation into your

sign‐up pages can help ensure correct details are logged and common entry mistakes

avoided in real time

(ii) Data Appending ndash

Several companies offer services to append missingincorrectly collected incomplete or out of date records with correct updated records

PLUG PLUG PLUG DMRi data pools derived from motoring insurance and

lifestyle sources totalling ~60million records

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

2) 3rd

Party Lead Generation bull This is when another company collects leads on your behalf

bull Many different approaches to lead generation

bull This data is unlikely to convert at the same rate as data collected on your own site but when done correctly can add additional valuable members

bull Keep in mind ROI High volumes of people on your list are only any use if they are the right people and actually want to hear

from you

bullOnly pay for data fields you are going to use

bull Test Monitor Test Monitor Test Monitor

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Examples of Online Lead Generation

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

bull 3rd

Party List Rental represents data records rented from another company

with the intention of communicating a marketing message to this list

bull There are two main types of list rental

1Where you send the email and the email comes from you

2Where the company who owns the data sends the email but the majority of

the email message is promoting your company

3) 3rd

Party List Rental

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

3rd

Party List Rental cont

bull When 3rd

Party List rental can workbull When 3rd

Party List rental will not work

What to consider when considering 3rd

party list

rental + Price + Age + How often is it emailed+ Compatibility + Test

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Foundations of Growing your Database CDI amp MDM

Customer Data Integration (CDI)‐

Establishing a standard process format for each

version of a customer record to be integrated into your database

Master Data Management (MDM) ndashA set of data governance standards processes

and metrics to ensure that databases are maintained

Conducting a Data Audit‐

Identifying all online and offline sources and documenting

data flows to find out how you can improve efficiency and maximise data return and

minimise opportunity cost

(Barclays est annual pound10million marketing savings in targeting and pound11 million maintenance from enterprise data and

warehousing‐

Effective IT Report (Information Age 2005))

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Summary bull Make sure you have maximised all internal options first and audited your data capture processes

bull Engage with your existing database and find out what triggered them to sign up and use this

information to make improvements

bull Give people a reason to sign up

bull Tell people what you are going to do and do it

bull Make it clear that people can unsubscribe easily

bull Use other touch points to collect email

bull Once internal options have been maximised consider 3rd

party options chose wisely ask lots of

questions test monitor and re‐monitor

bull Review regularly

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Thank you for listeninghellip

For Further reading please download the DMA white paper on3rd

party List Rental and Data

Capture

Kieran ShanahanMarketing amp Partnerships Manager

kierandmricouk0114 2815760

Sara WattsDirector

saradmricouk0114 2815760

About DMRi

Data Media amp Research Ltd have been at theforefront of digital marketing since the companywas established in 1995

Members of the Direct Marketing Associationsince 2002 ‐with representation on the Email Marketing Council and Legal and BestPractice Hub‐DMR proudly promotes and standsfor best industry practices in online datamarketing

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

6smcouk SixServingMen

Card playing Monkeys Dogs amp Bruce Forsyth

Stefan Elliottstefelliott6smcoukSixServingMenStef_Elliott

SixServingMen 6smcoukTuesday 01 May 2012

Page 23

Charlene Li amp Josh BernoffGroundswell Authors

We are all learning here ndash the best listeners will end up the smartest

SixServingMen 6smcoukTuesday 01 May 2012

Page 24

I keep six honest serving men they taught me all

I knew Their names are

What amp Why amp When and

How amp Where amp Who

Confidential

SIX SERVING MEN

RUDYARD KIPLINGRUDYARD KIPLING

SixServingMen 6smcoukTuesday 01 May 2012

Page 25

Why to Do 3

Where When Who - IntroductionsWhere When Who - Introductions1

Why What How 2

AGENDA

How to Do 4

What to Do 5

Questions

SixServingMen 6smcoukTuesday 01 May 2012

Page 26

100+ million websites

WHY EMAIL IS IMPORTANT

SixServingMen 6smcoukTuesday 01 May 2012

Page 27

Indirect

DIGITAL TRAFFIC - LANDSCAPE

Direct

3rd party referral sites

Social Media

Search

External SitesPartner Sites Suppliers Professional Bodies Affiliates Other helliphelliphellip

Visitors have multiple entry points and objectives for using your Digital assets Visitors have multiple entry points and objectives for using your Digital assets

SixServingMen 6smcoukTuesday 01 May 2012

Page 28

DIGITAL GOALS

Who

Tuesday 01 May 2012 Confidential

Why

How When What Where

SixServingMen 6smcoukTuesday 01 May 2012

Page 29

WHO ARE YOUR AUDIENCE

SixServingMen 6smcoukTuesday 01 May 2012

Page 30

AUDIENCE ENGAGEMENT MAP

Your capability to enhance engagement through targeted interaction is dictated by your ability to initiate stimulate effective communication

SixServingMen 6smcoukTuesday 01 May 2012

Page 31

LEVEL OF INTERACTION DEGREE OF ENGAGEMENT

bull Read watchbull Printbull Copybull Download

bull Read watchbull Printbull Copybull Download

bull Blog Commentbull Upload photosbull Videos

bull Blog Commentbull Upload photosbull Videos

Further contactbull Email

Connectbull Facebookbull Twitter etcbull Forward to a friend

Further contactbull Email

Connectbull Facebookbull Twitter etcbull Forward to a friend

BuyBuy

bull Dialogue in Forumbull On Line chatbull Dialogue in Forumbull On Line chat

bull Contact formbull emailbull Telephone

bull Contact formbull emailbull Telephone

ACTIVEPASSIVE

SixServingMen 6smcoukTuesday 01 May 2012

Page 32

MEASURES OF ENGAGEMENT Actions metrics KPIs1 Time spent on key pages2 Time spent on site (by source by entry page)3 Personalisation (pages display theme)4 Key page activity (post-activity)5 Alerts (register and response rates by channel CTR post click activity)6 Bookmarks (onsite offsite)7 Write Comments8 Download Articles PDFrsquos9 Email subscriptions10 Fans (become a fan of something someone)11 Favourites (add an item to favourites)12 Provide Feedback (via the site)13 Followers (follow something someone)14 Forward to a friend15 Groups (create join total number of groups group activity)16 Install widget (on a blog page Facebook etc)17 Invite Refer (a friend)18 Love Like this (a simpler form of rating something)19 Messaging (onsite)20 Submit Posts21 Set up Provide Profile (eg update avatar bio email etc)22 Print page23 Submit Ratings24 Registered users (new total active dormant churn)25 Report spam abuse26 Reviews27 Social media sharing participation (activity on key social media sites eg Facebook Twitter Digg etc)28 Testimonials29 Total contributors (and active contributors)30 Uploads (add an item eg articles links images videos)31 Views (videos ads rich images)32 Widgets (number of new widgets users embedded widgets)33 Wishlists (save an item to wishlist)34helliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 33

DRUNKEN MENrsquoS LAMP POSTS

He uses statistics as a drunken man uses lamp posts - for

support rather than illumination - Andrew

Lang

LAMP POSTS LAMP POSTS

SixServingMen 6smcoukTuesday 01 May 2012

Page 34

WYSIWYG ndash WHAT YOU SEE IS WHAT YOU GET

1 Gather Lots but only present bull The metrics that are positive bull Easy to manage metrics

2 Present bull Many metricsbull Extremely precise numbersbull Them quickly

3 Compare Metrics out of context4 Put them into really good looking

charts (3D movement multiple colours graphics etc)

STROKE ME METRICS STROKE ME METRICS

Never Ever try to educate your management business on the small number of key drivers for your business

If you are simple amp clearer they will understand how to think about your activity

They may even ask for the same data

This destroys your future ability to keep your metrics ldquofeel goodldquo

DONrsquoTDONrsquoT

bull WHAT YOU MEASURE amp REWARD IS WHAT YOU GET

bull ESTABLISH USER ENGAGEMENT METRICS ndash TIME

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 35

ENGAGEMENT = VALUE

SixServingMen 6smcoukTuesday 01 May 2012

Page 36

MEASURE

SixServingMen 6smcoukTuesday 01 May 2012

Page 37

ON THE INTERNET NOBODY KNOWS YOUrsquoRE A DOG

July 5th 1993 cartoon in the New Yorker

bull Care that you are a dog

bull Know what type of dog you are

bull Treat you like a dog if you are one

DO EMAIL MARKETERS DO EMAIL MARKETERS

bull SEGMENT YOUR DATABASE

bull VALUE YOUR DATABASEbull MONITOR VALUE OVER

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 38

WHATrsquoS THE SOLUTION WHENhelliphelliphellip

512012

bull Lazy bull Overloaded bull Habitualbull Predictablebull Intelligent bull Inquisitive bull Impatientbull Busy

PEOPLE AREPEOPLE ARE

SixServingMen 6smcoukTuesday 01 May 2012

Page 39

DESIGN ACTIVITIES ISO GUIDELINES

Produce design solutions

3

Evaluate the Design4

Design solution Meets user Requirements

5

Specify User Requirements

2

Understand amp Specify the Context

1

SixServingMen 6smcoukTuesday 01 May 2012

Page 40

TESTING - EMAIL ndash DECISION TREES

SixServingMen 6smcoukTuesday 01 May 2012

Page 41

At no time while I am helping you will your problem become my problem

The instant your problem becomes mine you will no longer have a problem

I cannot help someone who hasnt got a problem

You may ask my help at any appointed time and we will make a joint determination of what the next move will be and who will make it

ONCKEN AND WASS 1974 - MONKEYS

512012

THEORYhelliphelliphellipTHEORYhelliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 42

1 Monkeys should be fed or shot 2 The monkey population should

be kept below the maximum number that the manager has time to feed

3 Monkeys should be fed by appointment only

4 Monkeys shall be fed face to face or by telephone but not in writing

5 Every monkey should have an assigned next feeding time amp degree of initiative

FIVE ACTIONS TO TAKE FIVE ACTIONS TO TAKE

MANAGING MONKEYS

bull GO FOR READY AIM FIRE NOT

READY FIREhelliphellip AIM

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 43

Confidential

RELEVANCE OF EMAIL

SixServingMen 6smcoukTuesday 01 May 2012

Page 44

Memail - WIIFM

512012

1 Whatrsquos in it for Youbull Confirm the email goalbull Prioritise the actions desired

2 Help me do what you want 3 Zero based email design4 Trust ndash Donrsquot break it5 Test 6 Review amp Refine

WHATrsquoS IN IT FOR ME WHATrsquoS IN IT FOR ME

SixServingMen 6smcoukTuesday 01 May 2012

Page 45

Gestalt = Pattern

1 Proximity2 Closure3 Similarity4 Continuity5 Enclosure6 Connection

GESTALT SCHOOL OF PSYCHOLOGY

bull UNDERSTAND HOW AND WHY SOMETHING WORKS ndash NOT JUST THAT IT HAS WORKED

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 46

6smcouk SixServingMen

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

512012

GESTALT SCHOOL OF PSYCHOLOGY

SixServingMen 6smcoukTuesday 01 May 2012

Page 47

DATA INK RATIO

The ink presentsData or InformationNot data or not Information = Noise

THEORYhelliphelliphellipTHEORYhelliphelliphellip

bull PIXELS RATHER THAN INK

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 48

SixServingMen 6smcoukTuesday 01 May 2012

Page 49

6smcouk SixServingMen512012

British Tennis Membership

SixServingMen 6smcoukTuesday 01 May 2012

Page 50

Twitter Newsletter ndash Edition 1

SixServingMen 6smcoukTuesday 01 May 2012

Page 51

6smcouk SixServingMen512012

Sign up to personal training by Direct Debit and enjoy one session absolutely free

SixServingMen 6smcoukTuesday 01 May 2012

Page 52

B2B Marketing introducing Vocus special offer Get a free pound25 MampS voucher for 30 minutes of your time

512012

SixServingMen 6smcoukTuesday 01 May 2012

Page 53

6smcouk SixServingMen512012

Image What does your email say about you

SixServingMen 6smcoukTuesday 01 May 2012

Page 54

Last Chance for online offers

SixServingMen 6smcoukTuesday 01 May 2012

Page 55

EXPECTATION - HOW SOON IS SOON

SixServingMen 6smcoukTuesday 01 May 2012

Page 56

DATA PROTECTION LANDSCAPE25TH JAN 2012 DATA PROTECTION

bull RIGHTS OF THE DATA SUBJECT

bull CONTROLLER AND PROCESSOR

bull TRANSFER OF PERSONAL DATA TO THIRD COUNTRIES OR INTERNATIONAL ORGANISATIONS

bull INDEPENDENT SUPERVISORY AUTHORITIES

bull CO-OPERATION amp CONSISTENCY

bull REMEDIES LIABILITY amp SANCTIONS

bull DELEGATED ACTS amp IMPLEMENTING ACTS

CHAPTERSCHAPTERS

SixServingMen 6smcoukTuesday 01 May 2012

Page 57

SO WHAT

1

VALUE EMAIL2

SEGMENT ndash

MEASURE

AND MONITOR3

GET INTO ldquoWHATrsquoS IN IT

FOR US rdquo

PLANNING4

TEST

5

LISTEN AND REFINE APPROPRIATELY

ACTION POINTSACTION POINTS

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

QUESTIONS

Stefan Elliottstefelliott6smcouk

SixServingMenStef_Elliott

Coffee breakhellip

The next session starts at 340

Re-engagement CampaignsJames Bunting

DMA Email Customer Lifecycle ndash Manchester 19th AprilRe-engaging Lapsed amp Lost Customers

Re-engagement CampaignsJames Bunting

Agenda

What do we mean by lsquowinning customers backrsquo

Re-engaging lapsed and lost subscribers

The benefits of re-engaging lapsed subscribers

The principles of a re-engagement campaign

Automation

Summary

Re-engagement CampaignsJames Bunting

What do we mean by lsquowinning customers backrsquo

Recipients can become unresponsive ndash re-engagement campaigns set out to email the disengaged customers and encourage them to respond to emails again

Re-engagement CampaignsJames Bunting

The benefits of re-engaging lapsed subscribers

Increase open and click rates

Increase conversions

Identify inactive amp dormant subscribers ndash full understanding of your data

Yoursquove spent money acquiring the email address so why lose itIts easier to retain an existing subscriber than find a new one

Re-engagement CampaignsJames Bunting

what is your average open rate

30

Re-engagement CampaignsJames Bunting

Re-engaging lapsed and lost subscribers

What is your average open rate 3070 are lapsed or lost subscribers

Review what you are currently doing

Look at what you are doing and what you want to achieveList out the communications you send by type and messageMap out your customer lifecycle ndash what are the stages the buying processes entry exit and customer touch pointsHow do these correspond to the frequency type and message you are sending

Re-engagement CampaignsJames Bunting

Define interaction and behavioural activity

Define inactive and dormant contactsConsider why someone may have become dormantDivide the list into those that have

not opened an email in the last x monthsnot purchased in the last x months

Important to segment the inactivity furtherSeparate recipients who have been active at some time in their history and made a purchase from those who are truly inactive and have not made a purchaseIt is important that different messages are sent to these different groups

Segment on non-activity

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 15: DMA North: Email customer lifecycle

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

2) 3rd

Party Lead Generation bull This is when another company collects leads on your behalf

bull Many different approaches to lead generation

bull This data is unlikely to convert at the same rate as data collected on your own site but when done correctly can add additional valuable members

bull Keep in mind ROI High volumes of people on your list are only any use if they are the right people and actually want to hear

from you

bullOnly pay for data fields you are going to use

bull Test Monitor Test Monitor Test Monitor

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Examples of Online Lead Generation

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

bull 3rd

Party List Rental represents data records rented from another company

with the intention of communicating a marketing message to this list

bull There are two main types of list rental

1Where you send the email and the email comes from you

2Where the company who owns the data sends the email but the majority of

the email message is promoting your company

3) 3rd

Party List Rental

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

3rd

Party List Rental cont

bull When 3rd

Party List rental can workbull When 3rd

Party List rental will not work

What to consider when considering 3rd

party list

rental + Price + Age + How often is it emailed+ Compatibility + Test

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Foundations of Growing your Database CDI amp MDM

Customer Data Integration (CDI)‐

Establishing a standard process format for each

version of a customer record to be integrated into your database

Master Data Management (MDM) ndashA set of data governance standards processes

and metrics to ensure that databases are maintained

Conducting a Data Audit‐

Identifying all online and offline sources and documenting

data flows to find out how you can improve efficiency and maximise data return and

minimise opportunity cost

(Barclays est annual pound10million marketing savings in targeting and pound11 million maintenance from enterprise data and

warehousing‐

Effective IT Report (Information Age 2005))

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Summary bull Make sure you have maximised all internal options first and audited your data capture processes

bull Engage with your existing database and find out what triggered them to sign up and use this

information to make improvements

bull Give people a reason to sign up

bull Tell people what you are going to do and do it

bull Make it clear that people can unsubscribe easily

bull Use other touch points to collect email

bull Once internal options have been maximised consider 3rd

party options chose wisely ask lots of

questions test monitor and re‐monitor

bull Review regularly

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Thank you for listeninghellip

For Further reading please download the DMA white paper on3rd

party List Rental and Data

Capture

Kieran ShanahanMarketing amp Partnerships Manager

kierandmricouk0114 2815760

Sara WattsDirector

saradmricouk0114 2815760

About DMRi

Data Media amp Research Ltd have been at theforefront of digital marketing since the companywas established in 1995

Members of the Direct Marketing Associationsince 2002 ‐with representation on the Email Marketing Council and Legal and BestPractice Hub‐DMR proudly promotes and standsfor best industry practices in online datamarketing

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

6smcouk SixServingMen

Card playing Monkeys Dogs amp Bruce Forsyth

Stefan Elliottstefelliott6smcoukSixServingMenStef_Elliott

SixServingMen 6smcoukTuesday 01 May 2012

Page 23

Charlene Li amp Josh BernoffGroundswell Authors

We are all learning here ndash the best listeners will end up the smartest

SixServingMen 6smcoukTuesday 01 May 2012

Page 24

I keep six honest serving men they taught me all

I knew Their names are

What amp Why amp When and

How amp Where amp Who

Confidential

SIX SERVING MEN

RUDYARD KIPLINGRUDYARD KIPLING

SixServingMen 6smcoukTuesday 01 May 2012

Page 25

Why to Do 3

Where When Who - IntroductionsWhere When Who - Introductions1

Why What How 2

AGENDA

How to Do 4

What to Do 5

Questions

SixServingMen 6smcoukTuesday 01 May 2012

Page 26

100+ million websites

WHY EMAIL IS IMPORTANT

SixServingMen 6smcoukTuesday 01 May 2012

Page 27

Indirect

DIGITAL TRAFFIC - LANDSCAPE

Direct

3rd party referral sites

Social Media

Search

External SitesPartner Sites Suppliers Professional Bodies Affiliates Other helliphelliphellip

Visitors have multiple entry points and objectives for using your Digital assets Visitors have multiple entry points and objectives for using your Digital assets

SixServingMen 6smcoukTuesday 01 May 2012

Page 28

DIGITAL GOALS

Who

Tuesday 01 May 2012 Confidential

Why

How When What Where

SixServingMen 6smcoukTuesday 01 May 2012

Page 29

WHO ARE YOUR AUDIENCE

SixServingMen 6smcoukTuesday 01 May 2012

Page 30

AUDIENCE ENGAGEMENT MAP

Your capability to enhance engagement through targeted interaction is dictated by your ability to initiate stimulate effective communication

SixServingMen 6smcoukTuesday 01 May 2012

Page 31

LEVEL OF INTERACTION DEGREE OF ENGAGEMENT

bull Read watchbull Printbull Copybull Download

bull Read watchbull Printbull Copybull Download

bull Blog Commentbull Upload photosbull Videos

bull Blog Commentbull Upload photosbull Videos

Further contactbull Email

Connectbull Facebookbull Twitter etcbull Forward to a friend

Further contactbull Email

Connectbull Facebookbull Twitter etcbull Forward to a friend

BuyBuy

bull Dialogue in Forumbull On Line chatbull Dialogue in Forumbull On Line chat

bull Contact formbull emailbull Telephone

bull Contact formbull emailbull Telephone

ACTIVEPASSIVE

SixServingMen 6smcoukTuesday 01 May 2012

Page 32

MEASURES OF ENGAGEMENT Actions metrics KPIs1 Time spent on key pages2 Time spent on site (by source by entry page)3 Personalisation (pages display theme)4 Key page activity (post-activity)5 Alerts (register and response rates by channel CTR post click activity)6 Bookmarks (onsite offsite)7 Write Comments8 Download Articles PDFrsquos9 Email subscriptions10 Fans (become a fan of something someone)11 Favourites (add an item to favourites)12 Provide Feedback (via the site)13 Followers (follow something someone)14 Forward to a friend15 Groups (create join total number of groups group activity)16 Install widget (on a blog page Facebook etc)17 Invite Refer (a friend)18 Love Like this (a simpler form of rating something)19 Messaging (onsite)20 Submit Posts21 Set up Provide Profile (eg update avatar bio email etc)22 Print page23 Submit Ratings24 Registered users (new total active dormant churn)25 Report spam abuse26 Reviews27 Social media sharing participation (activity on key social media sites eg Facebook Twitter Digg etc)28 Testimonials29 Total contributors (and active contributors)30 Uploads (add an item eg articles links images videos)31 Views (videos ads rich images)32 Widgets (number of new widgets users embedded widgets)33 Wishlists (save an item to wishlist)34helliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 33

DRUNKEN MENrsquoS LAMP POSTS

He uses statistics as a drunken man uses lamp posts - for

support rather than illumination - Andrew

Lang

LAMP POSTS LAMP POSTS

SixServingMen 6smcoukTuesday 01 May 2012

Page 34

WYSIWYG ndash WHAT YOU SEE IS WHAT YOU GET

1 Gather Lots but only present bull The metrics that are positive bull Easy to manage metrics

2 Present bull Many metricsbull Extremely precise numbersbull Them quickly

3 Compare Metrics out of context4 Put them into really good looking

charts (3D movement multiple colours graphics etc)

STROKE ME METRICS STROKE ME METRICS

Never Ever try to educate your management business on the small number of key drivers for your business

If you are simple amp clearer they will understand how to think about your activity

They may even ask for the same data

This destroys your future ability to keep your metrics ldquofeel goodldquo

DONrsquoTDONrsquoT

bull WHAT YOU MEASURE amp REWARD IS WHAT YOU GET

bull ESTABLISH USER ENGAGEMENT METRICS ndash TIME

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 35

ENGAGEMENT = VALUE

SixServingMen 6smcoukTuesday 01 May 2012

Page 36

MEASURE

SixServingMen 6smcoukTuesday 01 May 2012

Page 37

ON THE INTERNET NOBODY KNOWS YOUrsquoRE A DOG

July 5th 1993 cartoon in the New Yorker

bull Care that you are a dog

bull Know what type of dog you are

bull Treat you like a dog if you are one

DO EMAIL MARKETERS DO EMAIL MARKETERS

bull SEGMENT YOUR DATABASE

bull VALUE YOUR DATABASEbull MONITOR VALUE OVER

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 38

WHATrsquoS THE SOLUTION WHENhelliphelliphellip

512012

bull Lazy bull Overloaded bull Habitualbull Predictablebull Intelligent bull Inquisitive bull Impatientbull Busy

PEOPLE AREPEOPLE ARE

SixServingMen 6smcoukTuesday 01 May 2012

Page 39

DESIGN ACTIVITIES ISO GUIDELINES

Produce design solutions

3

Evaluate the Design4

Design solution Meets user Requirements

5

Specify User Requirements

2

Understand amp Specify the Context

1

SixServingMen 6smcoukTuesday 01 May 2012

Page 40

TESTING - EMAIL ndash DECISION TREES

SixServingMen 6smcoukTuesday 01 May 2012

Page 41

At no time while I am helping you will your problem become my problem

The instant your problem becomes mine you will no longer have a problem

I cannot help someone who hasnt got a problem

You may ask my help at any appointed time and we will make a joint determination of what the next move will be and who will make it

ONCKEN AND WASS 1974 - MONKEYS

512012

THEORYhelliphelliphellipTHEORYhelliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 42

1 Monkeys should be fed or shot 2 The monkey population should

be kept below the maximum number that the manager has time to feed

3 Monkeys should be fed by appointment only

4 Monkeys shall be fed face to face or by telephone but not in writing

5 Every monkey should have an assigned next feeding time amp degree of initiative

FIVE ACTIONS TO TAKE FIVE ACTIONS TO TAKE

MANAGING MONKEYS

bull GO FOR READY AIM FIRE NOT

READY FIREhelliphellip AIM

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 43

Confidential

RELEVANCE OF EMAIL

SixServingMen 6smcoukTuesday 01 May 2012

Page 44

Memail - WIIFM

512012

1 Whatrsquos in it for Youbull Confirm the email goalbull Prioritise the actions desired

2 Help me do what you want 3 Zero based email design4 Trust ndash Donrsquot break it5 Test 6 Review amp Refine

WHATrsquoS IN IT FOR ME WHATrsquoS IN IT FOR ME

SixServingMen 6smcoukTuesday 01 May 2012

Page 45

Gestalt = Pattern

1 Proximity2 Closure3 Similarity4 Continuity5 Enclosure6 Connection

GESTALT SCHOOL OF PSYCHOLOGY

bull UNDERSTAND HOW AND WHY SOMETHING WORKS ndash NOT JUST THAT IT HAS WORKED

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 46

6smcouk SixServingMen

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

512012

GESTALT SCHOOL OF PSYCHOLOGY

SixServingMen 6smcoukTuesday 01 May 2012

Page 47

DATA INK RATIO

The ink presentsData or InformationNot data or not Information = Noise

THEORYhelliphelliphellipTHEORYhelliphelliphellip

bull PIXELS RATHER THAN INK

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 48

SixServingMen 6smcoukTuesday 01 May 2012

Page 49

6smcouk SixServingMen512012

British Tennis Membership

SixServingMen 6smcoukTuesday 01 May 2012

Page 50

Twitter Newsletter ndash Edition 1

SixServingMen 6smcoukTuesday 01 May 2012

Page 51

6smcouk SixServingMen512012

Sign up to personal training by Direct Debit and enjoy one session absolutely free

SixServingMen 6smcoukTuesday 01 May 2012

Page 52

B2B Marketing introducing Vocus special offer Get a free pound25 MampS voucher for 30 minutes of your time

512012

SixServingMen 6smcoukTuesday 01 May 2012

Page 53

6smcouk SixServingMen512012

Image What does your email say about you

SixServingMen 6smcoukTuesday 01 May 2012

Page 54

Last Chance for online offers

SixServingMen 6smcoukTuesday 01 May 2012

Page 55

EXPECTATION - HOW SOON IS SOON

SixServingMen 6smcoukTuesday 01 May 2012

Page 56

DATA PROTECTION LANDSCAPE25TH JAN 2012 DATA PROTECTION

bull RIGHTS OF THE DATA SUBJECT

bull CONTROLLER AND PROCESSOR

bull TRANSFER OF PERSONAL DATA TO THIRD COUNTRIES OR INTERNATIONAL ORGANISATIONS

bull INDEPENDENT SUPERVISORY AUTHORITIES

bull CO-OPERATION amp CONSISTENCY

bull REMEDIES LIABILITY amp SANCTIONS

bull DELEGATED ACTS amp IMPLEMENTING ACTS

CHAPTERSCHAPTERS

SixServingMen 6smcoukTuesday 01 May 2012

Page 57

SO WHAT

1

VALUE EMAIL2

SEGMENT ndash

MEASURE

AND MONITOR3

GET INTO ldquoWHATrsquoS IN IT

FOR US rdquo

PLANNING4

TEST

5

LISTEN AND REFINE APPROPRIATELY

ACTION POINTSACTION POINTS

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

QUESTIONS

Stefan Elliottstefelliott6smcouk

SixServingMenStef_Elliott

Coffee breakhellip

The next session starts at 340

Re-engagement CampaignsJames Bunting

DMA Email Customer Lifecycle ndash Manchester 19th AprilRe-engaging Lapsed amp Lost Customers

Re-engagement CampaignsJames Bunting

Agenda

What do we mean by lsquowinning customers backrsquo

Re-engaging lapsed and lost subscribers

The benefits of re-engaging lapsed subscribers

The principles of a re-engagement campaign

Automation

Summary

Re-engagement CampaignsJames Bunting

What do we mean by lsquowinning customers backrsquo

Recipients can become unresponsive ndash re-engagement campaigns set out to email the disengaged customers and encourage them to respond to emails again

Re-engagement CampaignsJames Bunting

The benefits of re-engaging lapsed subscribers

Increase open and click rates

Increase conversions

Identify inactive amp dormant subscribers ndash full understanding of your data

Yoursquove spent money acquiring the email address so why lose itIts easier to retain an existing subscriber than find a new one

Re-engagement CampaignsJames Bunting

what is your average open rate

30

Re-engagement CampaignsJames Bunting

Re-engaging lapsed and lost subscribers

What is your average open rate 3070 are lapsed or lost subscribers

Review what you are currently doing

Look at what you are doing and what you want to achieveList out the communications you send by type and messageMap out your customer lifecycle ndash what are the stages the buying processes entry exit and customer touch pointsHow do these correspond to the frequency type and message you are sending

Re-engagement CampaignsJames Bunting

Define interaction and behavioural activity

Define inactive and dormant contactsConsider why someone may have become dormantDivide the list into those that have

not opened an email in the last x monthsnot purchased in the last x months

Important to segment the inactivity furtherSeparate recipients who have been active at some time in their history and made a purchase from those who are truly inactive and have not made a purchaseIt is important that different messages are sent to these different groups

Segment on non-activity

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 16: DMA North: Email customer lifecycle

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Examples of Online Lead Generation

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

bull 3rd

Party List Rental represents data records rented from another company

with the intention of communicating a marketing message to this list

bull There are two main types of list rental

1Where you send the email and the email comes from you

2Where the company who owns the data sends the email but the majority of

the email message is promoting your company

3) 3rd

Party List Rental

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

3rd

Party List Rental cont

bull When 3rd

Party List rental can workbull When 3rd

Party List rental will not work

What to consider when considering 3rd

party list

rental + Price + Age + How often is it emailed+ Compatibility + Test

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Foundations of Growing your Database CDI amp MDM

Customer Data Integration (CDI)‐

Establishing a standard process format for each

version of a customer record to be integrated into your database

Master Data Management (MDM) ndashA set of data governance standards processes

and metrics to ensure that databases are maintained

Conducting a Data Audit‐

Identifying all online and offline sources and documenting

data flows to find out how you can improve efficiency and maximise data return and

minimise opportunity cost

(Barclays est annual pound10million marketing savings in targeting and pound11 million maintenance from enterprise data and

warehousing‐

Effective IT Report (Information Age 2005))

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Summary bull Make sure you have maximised all internal options first and audited your data capture processes

bull Engage with your existing database and find out what triggered them to sign up and use this

information to make improvements

bull Give people a reason to sign up

bull Tell people what you are going to do and do it

bull Make it clear that people can unsubscribe easily

bull Use other touch points to collect email

bull Once internal options have been maximised consider 3rd

party options chose wisely ask lots of

questions test monitor and re‐monitor

bull Review regularly

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Thank you for listeninghellip

For Further reading please download the DMA white paper on3rd

party List Rental and Data

Capture

Kieran ShanahanMarketing amp Partnerships Manager

kierandmricouk0114 2815760

Sara WattsDirector

saradmricouk0114 2815760

About DMRi

Data Media amp Research Ltd have been at theforefront of digital marketing since the companywas established in 1995

Members of the Direct Marketing Associationsince 2002 ‐with representation on the Email Marketing Council and Legal and BestPractice Hub‐DMR proudly promotes and standsfor best industry practices in online datamarketing

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

6smcouk SixServingMen

Card playing Monkeys Dogs amp Bruce Forsyth

Stefan Elliottstefelliott6smcoukSixServingMenStef_Elliott

SixServingMen 6smcoukTuesday 01 May 2012

Page 23

Charlene Li amp Josh BernoffGroundswell Authors

We are all learning here ndash the best listeners will end up the smartest

SixServingMen 6smcoukTuesday 01 May 2012

Page 24

I keep six honest serving men they taught me all

I knew Their names are

What amp Why amp When and

How amp Where amp Who

Confidential

SIX SERVING MEN

RUDYARD KIPLINGRUDYARD KIPLING

SixServingMen 6smcoukTuesday 01 May 2012

Page 25

Why to Do 3

Where When Who - IntroductionsWhere When Who - Introductions1

Why What How 2

AGENDA

How to Do 4

What to Do 5

Questions

SixServingMen 6smcoukTuesday 01 May 2012

Page 26

100+ million websites

WHY EMAIL IS IMPORTANT

SixServingMen 6smcoukTuesday 01 May 2012

Page 27

Indirect

DIGITAL TRAFFIC - LANDSCAPE

Direct

3rd party referral sites

Social Media

Search

External SitesPartner Sites Suppliers Professional Bodies Affiliates Other helliphelliphellip

Visitors have multiple entry points and objectives for using your Digital assets Visitors have multiple entry points and objectives for using your Digital assets

SixServingMen 6smcoukTuesday 01 May 2012

Page 28

DIGITAL GOALS

Who

Tuesday 01 May 2012 Confidential

Why

How When What Where

SixServingMen 6smcoukTuesday 01 May 2012

Page 29

WHO ARE YOUR AUDIENCE

SixServingMen 6smcoukTuesday 01 May 2012

Page 30

AUDIENCE ENGAGEMENT MAP

Your capability to enhance engagement through targeted interaction is dictated by your ability to initiate stimulate effective communication

SixServingMen 6smcoukTuesday 01 May 2012

Page 31

LEVEL OF INTERACTION DEGREE OF ENGAGEMENT

bull Read watchbull Printbull Copybull Download

bull Read watchbull Printbull Copybull Download

bull Blog Commentbull Upload photosbull Videos

bull Blog Commentbull Upload photosbull Videos

Further contactbull Email

Connectbull Facebookbull Twitter etcbull Forward to a friend

Further contactbull Email

Connectbull Facebookbull Twitter etcbull Forward to a friend

BuyBuy

bull Dialogue in Forumbull On Line chatbull Dialogue in Forumbull On Line chat

bull Contact formbull emailbull Telephone

bull Contact formbull emailbull Telephone

ACTIVEPASSIVE

SixServingMen 6smcoukTuesday 01 May 2012

Page 32

MEASURES OF ENGAGEMENT Actions metrics KPIs1 Time spent on key pages2 Time spent on site (by source by entry page)3 Personalisation (pages display theme)4 Key page activity (post-activity)5 Alerts (register and response rates by channel CTR post click activity)6 Bookmarks (onsite offsite)7 Write Comments8 Download Articles PDFrsquos9 Email subscriptions10 Fans (become a fan of something someone)11 Favourites (add an item to favourites)12 Provide Feedback (via the site)13 Followers (follow something someone)14 Forward to a friend15 Groups (create join total number of groups group activity)16 Install widget (on a blog page Facebook etc)17 Invite Refer (a friend)18 Love Like this (a simpler form of rating something)19 Messaging (onsite)20 Submit Posts21 Set up Provide Profile (eg update avatar bio email etc)22 Print page23 Submit Ratings24 Registered users (new total active dormant churn)25 Report spam abuse26 Reviews27 Social media sharing participation (activity on key social media sites eg Facebook Twitter Digg etc)28 Testimonials29 Total contributors (and active contributors)30 Uploads (add an item eg articles links images videos)31 Views (videos ads rich images)32 Widgets (number of new widgets users embedded widgets)33 Wishlists (save an item to wishlist)34helliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 33

DRUNKEN MENrsquoS LAMP POSTS

He uses statistics as a drunken man uses lamp posts - for

support rather than illumination - Andrew

Lang

LAMP POSTS LAMP POSTS

SixServingMen 6smcoukTuesday 01 May 2012

Page 34

WYSIWYG ndash WHAT YOU SEE IS WHAT YOU GET

1 Gather Lots but only present bull The metrics that are positive bull Easy to manage metrics

2 Present bull Many metricsbull Extremely precise numbersbull Them quickly

3 Compare Metrics out of context4 Put them into really good looking

charts (3D movement multiple colours graphics etc)

STROKE ME METRICS STROKE ME METRICS

Never Ever try to educate your management business on the small number of key drivers for your business

If you are simple amp clearer they will understand how to think about your activity

They may even ask for the same data

This destroys your future ability to keep your metrics ldquofeel goodldquo

DONrsquoTDONrsquoT

bull WHAT YOU MEASURE amp REWARD IS WHAT YOU GET

bull ESTABLISH USER ENGAGEMENT METRICS ndash TIME

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 35

ENGAGEMENT = VALUE

SixServingMen 6smcoukTuesday 01 May 2012

Page 36

MEASURE

SixServingMen 6smcoukTuesday 01 May 2012

Page 37

ON THE INTERNET NOBODY KNOWS YOUrsquoRE A DOG

July 5th 1993 cartoon in the New Yorker

bull Care that you are a dog

bull Know what type of dog you are

bull Treat you like a dog if you are one

DO EMAIL MARKETERS DO EMAIL MARKETERS

bull SEGMENT YOUR DATABASE

bull VALUE YOUR DATABASEbull MONITOR VALUE OVER

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 38

WHATrsquoS THE SOLUTION WHENhelliphelliphellip

512012

bull Lazy bull Overloaded bull Habitualbull Predictablebull Intelligent bull Inquisitive bull Impatientbull Busy

PEOPLE AREPEOPLE ARE

SixServingMen 6smcoukTuesday 01 May 2012

Page 39

DESIGN ACTIVITIES ISO GUIDELINES

Produce design solutions

3

Evaluate the Design4

Design solution Meets user Requirements

5

Specify User Requirements

2

Understand amp Specify the Context

1

SixServingMen 6smcoukTuesday 01 May 2012

Page 40

TESTING - EMAIL ndash DECISION TREES

SixServingMen 6smcoukTuesday 01 May 2012

Page 41

At no time while I am helping you will your problem become my problem

The instant your problem becomes mine you will no longer have a problem

I cannot help someone who hasnt got a problem

You may ask my help at any appointed time and we will make a joint determination of what the next move will be and who will make it

ONCKEN AND WASS 1974 - MONKEYS

512012

THEORYhelliphelliphellipTHEORYhelliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 42

1 Monkeys should be fed or shot 2 The monkey population should

be kept below the maximum number that the manager has time to feed

3 Monkeys should be fed by appointment only

4 Monkeys shall be fed face to face or by telephone but not in writing

5 Every monkey should have an assigned next feeding time amp degree of initiative

FIVE ACTIONS TO TAKE FIVE ACTIONS TO TAKE

MANAGING MONKEYS

bull GO FOR READY AIM FIRE NOT

READY FIREhelliphellip AIM

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 43

Confidential

RELEVANCE OF EMAIL

SixServingMen 6smcoukTuesday 01 May 2012

Page 44

Memail - WIIFM

512012

1 Whatrsquos in it for Youbull Confirm the email goalbull Prioritise the actions desired

2 Help me do what you want 3 Zero based email design4 Trust ndash Donrsquot break it5 Test 6 Review amp Refine

WHATrsquoS IN IT FOR ME WHATrsquoS IN IT FOR ME

SixServingMen 6smcoukTuesday 01 May 2012

Page 45

Gestalt = Pattern

1 Proximity2 Closure3 Similarity4 Continuity5 Enclosure6 Connection

GESTALT SCHOOL OF PSYCHOLOGY

bull UNDERSTAND HOW AND WHY SOMETHING WORKS ndash NOT JUST THAT IT HAS WORKED

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 46

6smcouk SixServingMen

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

512012

GESTALT SCHOOL OF PSYCHOLOGY

SixServingMen 6smcoukTuesday 01 May 2012

Page 47

DATA INK RATIO

The ink presentsData or InformationNot data or not Information = Noise

THEORYhelliphelliphellipTHEORYhelliphelliphellip

bull PIXELS RATHER THAN INK

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 48

SixServingMen 6smcoukTuesday 01 May 2012

Page 49

6smcouk SixServingMen512012

British Tennis Membership

SixServingMen 6smcoukTuesday 01 May 2012

Page 50

Twitter Newsletter ndash Edition 1

SixServingMen 6smcoukTuesday 01 May 2012

Page 51

6smcouk SixServingMen512012

Sign up to personal training by Direct Debit and enjoy one session absolutely free

SixServingMen 6smcoukTuesday 01 May 2012

Page 52

B2B Marketing introducing Vocus special offer Get a free pound25 MampS voucher for 30 minutes of your time

512012

SixServingMen 6smcoukTuesday 01 May 2012

Page 53

6smcouk SixServingMen512012

Image What does your email say about you

SixServingMen 6smcoukTuesday 01 May 2012

Page 54

Last Chance for online offers

SixServingMen 6smcoukTuesday 01 May 2012

Page 55

EXPECTATION - HOW SOON IS SOON

SixServingMen 6smcoukTuesday 01 May 2012

Page 56

DATA PROTECTION LANDSCAPE25TH JAN 2012 DATA PROTECTION

bull RIGHTS OF THE DATA SUBJECT

bull CONTROLLER AND PROCESSOR

bull TRANSFER OF PERSONAL DATA TO THIRD COUNTRIES OR INTERNATIONAL ORGANISATIONS

bull INDEPENDENT SUPERVISORY AUTHORITIES

bull CO-OPERATION amp CONSISTENCY

bull REMEDIES LIABILITY amp SANCTIONS

bull DELEGATED ACTS amp IMPLEMENTING ACTS

CHAPTERSCHAPTERS

SixServingMen 6smcoukTuesday 01 May 2012

Page 57

SO WHAT

1

VALUE EMAIL2

SEGMENT ndash

MEASURE

AND MONITOR3

GET INTO ldquoWHATrsquoS IN IT

FOR US rdquo

PLANNING4

TEST

5

LISTEN AND REFINE APPROPRIATELY

ACTION POINTSACTION POINTS

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

QUESTIONS

Stefan Elliottstefelliott6smcouk

SixServingMenStef_Elliott

Coffee breakhellip

The next session starts at 340

Re-engagement CampaignsJames Bunting

DMA Email Customer Lifecycle ndash Manchester 19th AprilRe-engaging Lapsed amp Lost Customers

Re-engagement CampaignsJames Bunting

Agenda

What do we mean by lsquowinning customers backrsquo

Re-engaging lapsed and lost subscribers

The benefits of re-engaging lapsed subscribers

The principles of a re-engagement campaign

Automation

Summary

Re-engagement CampaignsJames Bunting

What do we mean by lsquowinning customers backrsquo

Recipients can become unresponsive ndash re-engagement campaigns set out to email the disengaged customers and encourage them to respond to emails again

Re-engagement CampaignsJames Bunting

The benefits of re-engaging lapsed subscribers

Increase open and click rates

Increase conversions

Identify inactive amp dormant subscribers ndash full understanding of your data

Yoursquove spent money acquiring the email address so why lose itIts easier to retain an existing subscriber than find a new one

Re-engagement CampaignsJames Bunting

what is your average open rate

30

Re-engagement CampaignsJames Bunting

Re-engaging lapsed and lost subscribers

What is your average open rate 3070 are lapsed or lost subscribers

Review what you are currently doing

Look at what you are doing and what you want to achieveList out the communications you send by type and messageMap out your customer lifecycle ndash what are the stages the buying processes entry exit and customer touch pointsHow do these correspond to the frequency type and message you are sending

Re-engagement CampaignsJames Bunting

Define interaction and behavioural activity

Define inactive and dormant contactsConsider why someone may have become dormantDivide the list into those that have

not opened an email in the last x monthsnot purchased in the last x months

Important to segment the inactivity furtherSeparate recipients who have been active at some time in their history and made a purchase from those who are truly inactive and have not made a purchaseIt is important that different messages are sent to these different groups

Segment on non-activity

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 17: DMA North: Email customer lifecycle

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

bull 3rd

Party List Rental represents data records rented from another company

with the intention of communicating a marketing message to this list

bull There are two main types of list rental

1Where you send the email and the email comes from you

2Where the company who owns the data sends the email but the majority of

the email message is promoting your company

3) 3rd

Party List Rental

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

3rd

Party List Rental cont

bull When 3rd

Party List rental can workbull When 3rd

Party List rental will not work

What to consider when considering 3rd

party list

rental + Price + Age + How often is it emailed+ Compatibility + Test

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Foundations of Growing your Database CDI amp MDM

Customer Data Integration (CDI)‐

Establishing a standard process format for each

version of a customer record to be integrated into your database

Master Data Management (MDM) ndashA set of data governance standards processes

and metrics to ensure that databases are maintained

Conducting a Data Audit‐

Identifying all online and offline sources and documenting

data flows to find out how you can improve efficiency and maximise data return and

minimise opportunity cost

(Barclays est annual pound10million marketing savings in targeting and pound11 million maintenance from enterprise data and

warehousing‐

Effective IT Report (Information Age 2005))

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Summary bull Make sure you have maximised all internal options first and audited your data capture processes

bull Engage with your existing database and find out what triggered them to sign up and use this

information to make improvements

bull Give people a reason to sign up

bull Tell people what you are going to do and do it

bull Make it clear that people can unsubscribe easily

bull Use other touch points to collect email

bull Once internal options have been maximised consider 3rd

party options chose wisely ask lots of

questions test monitor and re‐monitor

bull Review regularly

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Thank you for listeninghellip

For Further reading please download the DMA white paper on3rd

party List Rental and Data

Capture

Kieran ShanahanMarketing amp Partnerships Manager

kierandmricouk0114 2815760

Sara WattsDirector

saradmricouk0114 2815760

About DMRi

Data Media amp Research Ltd have been at theforefront of digital marketing since the companywas established in 1995

Members of the Direct Marketing Associationsince 2002 ‐with representation on the Email Marketing Council and Legal and BestPractice Hub‐DMR proudly promotes and standsfor best industry practices in online datamarketing

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

6smcouk SixServingMen

Card playing Monkeys Dogs amp Bruce Forsyth

Stefan Elliottstefelliott6smcoukSixServingMenStef_Elliott

SixServingMen 6smcoukTuesday 01 May 2012

Page 23

Charlene Li amp Josh BernoffGroundswell Authors

We are all learning here ndash the best listeners will end up the smartest

SixServingMen 6smcoukTuesday 01 May 2012

Page 24

I keep six honest serving men they taught me all

I knew Their names are

What amp Why amp When and

How amp Where amp Who

Confidential

SIX SERVING MEN

RUDYARD KIPLINGRUDYARD KIPLING

SixServingMen 6smcoukTuesday 01 May 2012

Page 25

Why to Do 3

Where When Who - IntroductionsWhere When Who - Introductions1

Why What How 2

AGENDA

How to Do 4

What to Do 5

Questions

SixServingMen 6smcoukTuesday 01 May 2012

Page 26

100+ million websites

WHY EMAIL IS IMPORTANT

SixServingMen 6smcoukTuesday 01 May 2012

Page 27

Indirect

DIGITAL TRAFFIC - LANDSCAPE

Direct

3rd party referral sites

Social Media

Search

External SitesPartner Sites Suppliers Professional Bodies Affiliates Other helliphelliphellip

Visitors have multiple entry points and objectives for using your Digital assets Visitors have multiple entry points and objectives for using your Digital assets

SixServingMen 6smcoukTuesday 01 May 2012

Page 28

DIGITAL GOALS

Who

Tuesday 01 May 2012 Confidential

Why

How When What Where

SixServingMen 6smcoukTuesday 01 May 2012

Page 29

WHO ARE YOUR AUDIENCE

SixServingMen 6smcoukTuesday 01 May 2012

Page 30

AUDIENCE ENGAGEMENT MAP

Your capability to enhance engagement through targeted interaction is dictated by your ability to initiate stimulate effective communication

SixServingMen 6smcoukTuesday 01 May 2012

Page 31

LEVEL OF INTERACTION DEGREE OF ENGAGEMENT

bull Read watchbull Printbull Copybull Download

bull Read watchbull Printbull Copybull Download

bull Blog Commentbull Upload photosbull Videos

bull Blog Commentbull Upload photosbull Videos

Further contactbull Email

Connectbull Facebookbull Twitter etcbull Forward to a friend

Further contactbull Email

Connectbull Facebookbull Twitter etcbull Forward to a friend

BuyBuy

bull Dialogue in Forumbull On Line chatbull Dialogue in Forumbull On Line chat

bull Contact formbull emailbull Telephone

bull Contact formbull emailbull Telephone

ACTIVEPASSIVE

SixServingMen 6smcoukTuesday 01 May 2012

Page 32

MEASURES OF ENGAGEMENT Actions metrics KPIs1 Time spent on key pages2 Time spent on site (by source by entry page)3 Personalisation (pages display theme)4 Key page activity (post-activity)5 Alerts (register and response rates by channel CTR post click activity)6 Bookmarks (onsite offsite)7 Write Comments8 Download Articles PDFrsquos9 Email subscriptions10 Fans (become a fan of something someone)11 Favourites (add an item to favourites)12 Provide Feedback (via the site)13 Followers (follow something someone)14 Forward to a friend15 Groups (create join total number of groups group activity)16 Install widget (on a blog page Facebook etc)17 Invite Refer (a friend)18 Love Like this (a simpler form of rating something)19 Messaging (onsite)20 Submit Posts21 Set up Provide Profile (eg update avatar bio email etc)22 Print page23 Submit Ratings24 Registered users (new total active dormant churn)25 Report spam abuse26 Reviews27 Social media sharing participation (activity on key social media sites eg Facebook Twitter Digg etc)28 Testimonials29 Total contributors (and active contributors)30 Uploads (add an item eg articles links images videos)31 Views (videos ads rich images)32 Widgets (number of new widgets users embedded widgets)33 Wishlists (save an item to wishlist)34helliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 33

DRUNKEN MENrsquoS LAMP POSTS

He uses statistics as a drunken man uses lamp posts - for

support rather than illumination - Andrew

Lang

LAMP POSTS LAMP POSTS

SixServingMen 6smcoukTuesday 01 May 2012

Page 34

WYSIWYG ndash WHAT YOU SEE IS WHAT YOU GET

1 Gather Lots but only present bull The metrics that are positive bull Easy to manage metrics

2 Present bull Many metricsbull Extremely precise numbersbull Them quickly

3 Compare Metrics out of context4 Put them into really good looking

charts (3D movement multiple colours graphics etc)

STROKE ME METRICS STROKE ME METRICS

Never Ever try to educate your management business on the small number of key drivers for your business

If you are simple amp clearer they will understand how to think about your activity

They may even ask for the same data

This destroys your future ability to keep your metrics ldquofeel goodldquo

DONrsquoTDONrsquoT

bull WHAT YOU MEASURE amp REWARD IS WHAT YOU GET

bull ESTABLISH USER ENGAGEMENT METRICS ndash TIME

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 35

ENGAGEMENT = VALUE

SixServingMen 6smcoukTuesday 01 May 2012

Page 36

MEASURE

SixServingMen 6smcoukTuesday 01 May 2012

Page 37

ON THE INTERNET NOBODY KNOWS YOUrsquoRE A DOG

July 5th 1993 cartoon in the New Yorker

bull Care that you are a dog

bull Know what type of dog you are

bull Treat you like a dog if you are one

DO EMAIL MARKETERS DO EMAIL MARKETERS

bull SEGMENT YOUR DATABASE

bull VALUE YOUR DATABASEbull MONITOR VALUE OVER

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 38

WHATrsquoS THE SOLUTION WHENhelliphelliphellip

512012

bull Lazy bull Overloaded bull Habitualbull Predictablebull Intelligent bull Inquisitive bull Impatientbull Busy

PEOPLE AREPEOPLE ARE

SixServingMen 6smcoukTuesday 01 May 2012

Page 39

DESIGN ACTIVITIES ISO GUIDELINES

Produce design solutions

3

Evaluate the Design4

Design solution Meets user Requirements

5

Specify User Requirements

2

Understand amp Specify the Context

1

SixServingMen 6smcoukTuesday 01 May 2012

Page 40

TESTING - EMAIL ndash DECISION TREES

SixServingMen 6smcoukTuesday 01 May 2012

Page 41

At no time while I am helping you will your problem become my problem

The instant your problem becomes mine you will no longer have a problem

I cannot help someone who hasnt got a problem

You may ask my help at any appointed time and we will make a joint determination of what the next move will be and who will make it

ONCKEN AND WASS 1974 - MONKEYS

512012

THEORYhelliphelliphellipTHEORYhelliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 42

1 Monkeys should be fed or shot 2 The monkey population should

be kept below the maximum number that the manager has time to feed

3 Monkeys should be fed by appointment only

4 Monkeys shall be fed face to face or by telephone but not in writing

5 Every monkey should have an assigned next feeding time amp degree of initiative

FIVE ACTIONS TO TAKE FIVE ACTIONS TO TAKE

MANAGING MONKEYS

bull GO FOR READY AIM FIRE NOT

READY FIREhelliphellip AIM

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 43

Confidential

RELEVANCE OF EMAIL

SixServingMen 6smcoukTuesday 01 May 2012

Page 44

Memail - WIIFM

512012

1 Whatrsquos in it for Youbull Confirm the email goalbull Prioritise the actions desired

2 Help me do what you want 3 Zero based email design4 Trust ndash Donrsquot break it5 Test 6 Review amp Refine

WHATrsquoS IN IT FOR ME WHATrsquoS IN IT FOR ME

SixServingMen 6smcoukTuesday 01 May 2012

Page 45

Gestalt = Pattern

1 Proximity2 Closure3 Similarity4 Continuity5 Enclosure6 Connection

GESTALT SCHOOL OF PSYCHOLOGY

bull UNDERSTAND HOW AND WHY SOMETHING WORKS ndash NOT JUST THAT IT HAS WORKED

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 46

6smcouk SixServingMen

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

512012

GESTALT SCHOOL OF PSYCHOLOGY

SixServingMen 6smcoukTuesday 01 May 2012

Page 47

DATA INK RATIO

The ink presentsData or InformationNot data or not Information = Noise

THEORYhelliphelliphellipTHEORYhelliphelliphellip

bull PIXELS RATHER THAN INK

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 48

SixServingMen 6smcoukTuesday 01 May 2012

Page 49

6smcouk SixServingMen512012

British Tennis Membership

SixServingMen 6smcoukTuesday 01 May 2012

Page 50

Twitter Newsletter ndash Edition 1

SixServingMen 6smcoukTuesday 01 May 2012

Page 51

6smcouk SixServingMen512012

Sign up to personal training by Direct Debit and enjoy one session absolutely free

SixServingMen 6smcoukTuesday 01 May 2012

Page 52

B2B Marketing introducing Vocus special offer Get a free pound25 MampS voucher for 30 minutes of your time

512012

SixServingMen 6smcoukTuesday 01 May 2012

Page 53

6smcouk SixServingMen512012

Image What does your email say about you

SixServingMen 6smcoukTuesday 01 May 2012

Page 54

Last Chance for online offers

SixServingMen 6smcoukTuesday 01 May 2012

Page 55

EXPECTATION - HOW SOON IS SOON

SixServingMen 6smcoukTuesday 01 May 2012

Page 56

DATA PROTECTION LANDSCAPE25TH JAN 2012 DATA PROTECTION

bull RIGHTS OF THE DATA SUBJECT

bull CONTROLLER AND PROCESSOR

bull TRANSFER OF PERSONAL DATA TO THIRD COUNTRIES OR INTERNATIONAL ORGANISATIONS

bull INDEPENDENT SUPERVISORY AUTHORITIES

bull CO-OPERATION amp CONSISTENCY

bull REMEDIES LIABILITY amp SANCTIONS

bull DELEGATED ACTS amp IMPLEMENTING ACTS

CHAPTERSCHAPTERS

SixServingMen 6smcoukTuesday 01 May 2012

Page 57

SO WHAT

1

VALUE EMAIL2

SEGMENT ndash

MEASURE

AND MONITOR3

GET INTO ldquoWHATrsquoS IN IT

FOR US rdquo

PLANNING4

TEST

5

LISTEN AND REFINE APPROPRIATELY

ACTION POINTSACTION POINTS

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

QUESTIONS

Stefan Elliottstefelliott6smcouk

SixServingMenStef_Elliott

Coffee breakhellip

The next session starts at 340

Re-engagement CampaignsJames Bunting

DMA Email Customer Lifecycle ndash Manchester 19th AprilRe-engaging Lapsed amp Lost Customers

Re-engagement CampaignsJames Bunting

Agenda

What do we mean by lsquowinning customers backrsquo

Re-engaging lapsed and lost subscribers

The benefits of re-engaging lapsed subscribers

The principles of a re-engagement campaign

Automation

Summary

Re-engagement CampaignsJames Bunting

What do we mean by lsquowinning customers backrsquo

Recipients can become unresponsive ndash re-engagement campaigns set out to email the disengaged customers and encourage them to respond to emails again

Re-engagement CampaignsJames Bunting

The benefits of re-engaging lapsed subscribers

Increase open and click rates

Increase conversions

Identify inactive amp dormant subscribers ndash full understanding of your data

Yoursquove spent money acquiring the email address so why lose itIts easier to retain an existing subscriber than find a new one

Re-engagement CampaignsJames Bunting

what is your average open rate

30

Re-engagement CampaignsJames Bunting

Re-engaging lapsed and lost subscribers

What is your average open rate 3070 are lapsed or lost subscribers

Review what you are currently doing

Look at what you are doing and what you want to achieveList out the communications you send by type and messageMap out your customer lifecycle ndash what are the stages the buying processes entry exit and customer touch pointsHow do these correspond to the frequency type and message you are sending

Re-engagement CampaignsJames Bunting

Define interaction and behavioural activity

Define inactive and dormant contactsConsider why someone may have become dormantDivide the list into those that have

not opened an email in the last x monthsnot purchased in the last x months

Important to segment the inactivity furtherSeparate recipients who have been active at some time in their history and made a purchase from those who are truly inactive and have not made a purchaseIt is important that different messages are sent to these different groups

Segment on non-activity

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 18: DMA North: Email customer lifecycle

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

3rd

Party List Rental cont

bull When 3rd

Party List rental can workbull When 3rd

Party List rental will not work

What to consider when considering 3rd

party list

rental + Price + Age + How often is it emailed+ Compatibility + Test

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Foundations of Growing your Database CDI amp MDM

Customer Data Integration (CDI)‐

Establishing a standard process format for each

version of a customer record to be integrated into your database

Master Data Management (MDM) ndashA set of data governance standards processes

and metrics to ensure that databases are maintained

Conducting a Data Audit‐

Identifying all online and offline sources and documenting

data flows to find out how you can improve efficiency and maximise data return and

minimise opportunity cost

(Barclays est annual pound10million marketing savings in targeting and pound11 million maintenance from enterprise data and

warehousing‐

Effective IT Report (Information Age 2005))

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Summary bull Make sure you have maximised all internal options first and audited your data capture processes

bull Engage with your existing database and find out what triggered them to sign up and use this

information to make improvements

bull Give people a reason to sign up

bull Tell people what you are going to do and do it

bull Make it clear that people can unsubscribe easily

bull Use other touch points to collect email

bull Once internal options have been maximised consider 3rd

party options chose wisely ask lots of

questions test monitor and re‐monitor

bull Review regularly

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Thank you for listeninghellip

For Further reading please download the DMA white paper on3rd

party List Rental and Data

Capture

Kieran ShanahanMarketing amp Partnerships Manager

kierandmricouk0114 2815760

Sara WattsDirector

saradmricouk0114 2815760

About DMRi

Data Media amp Research Ltd have been at theforefront of digital marketing since the companywas established in 1995

Members of the Direct Marketing Associationsince 2002 ‐with representation on the Email Marketing Council and Legal and BestPractice Hub‐DMR proudly promotes and standsfor best industry practices in online datamarketing

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

6smcouk SixServingMen

Card playing Monkeys Dogs amp Bruce Forsyth

Stefan Elliottstefelliott6smcoukSixServingMenStef_Elliott

SixServingMen 6smcoukTuesday 01 May 2012

Page 23

Charlene Li amp Josh BernoffGroundswell Authors

We are all learning here ndash the best listeners will end up the smartest

SixServingMen 6smcoukTuesday 01 May 2012

Page 24

I keep six honest serving men they taught me all

I knew Their names are

What amp Why amp When and

How amp Where amp Who

Confidential

SIX SERVING MEN

RUDYARD KIPLINGRUDYARD KIPLING

SixServingMen 6smcoukTuesday 01 May 2012

Page 25

Why to Do 3

Where When Who - IntroductionsWhere When Who - Introductions1

Why What How 2

AGENDA

How to Do 4

What to Do 5

Questions

SixServingMen 6smcoukTuesday 01 May 2012

Page 26

100+ million websites

WHY EMAIL IS IMPORTANT

SixServingMen 6smcoukTuesday 01 May 2012

Page 27

Indirect

DIGITAL TRAFFIC - LANDSCAPE

Direct

3rd party referral sites

Social Media

Search

External SitesPartner Sites Suppliers Professional Bodies Affiliates Other helliphelliphellip

Visitors have multiple entry points and objectives for using your Digital assets Visitors have multiple entry points and objectives for using your Digital assets

SixServingMen 6smcoukTuesday 01 May 2012

Page 28

DIGITAL GOALS

Who

Tuesday 01 May 2012 Confidential

Why

How When What Where

SixServingMen 6smcoukTuesday 01 May 2012

Page 29

WHO ARE YOUR AUDIENCE

SixServingMen 6smcoukTuesday 01 May 2012

Page 30

AUDIENCE ENGAGEMENT MAP

Your capability to enhance engagement through targeted interaction is dictated by your ability to initiate stimulate effective communication

SixServingMen 6smcoukTuesday 01 May 2012

Page 31

LEVEL OF INTERACTION DEGREE OF ENGAGEMENT

bull Read watchbull Printbull Copybull Download

bull Read watchbull Printbull Copybull Download

bull Blog Commentbull Upload photosbull Videos

bull Blog Commentbull Upload photosbull Videos

Further contactbull Email

Connectbull Facebookbull Twitter etcbull Forward to a friend

Further contactbull Email

Connectbull Facebookbull Twitter etcbull Forward to a friend

BuyBuy

bull Dialogue in Forumbull On Line chatbull Dialogue in Forumbull On Line chat

bull Contact formbull emailbull Telephone

bull Contact formbull emailbull Telephone

ACTIVEPASSIVE

SixServingMen 6smcoukTuesday 01 May 2012

Page 32

MEASURES OF ENGAGEMENT Actions metrics KPIs1 Time spent on key pages2 Time spent on site (by source by entry page)3 Personalisation (pages display theme)4 Key page activity (post-activity)5 Alerts (register and response rates by channel CTR post click activity)6 Bookmarks (onsite offsite)7 Write Comments8 Download Articles PDFrsquos9 Email subscriptions10 Fans (become a fan of something someone)11 Favourites (add an item to favourites)12 Provide Feedback (via the site)13 Followers (follow something someone)14 Forward to a friend15 Groups (create join total number of groups group activity)16 Install widget (on a blog page Facebook etc)17 Invite Refer (a friend)18 Love Like this (a simpler form of rating something)19 Messaging (onsite)20 Submit Posts21 Set up Provide Profile (eg update avatar bio email etc)22 Print page23 Submit Ratings24 Registered users (new total active dormant churn)25 Report spam abuse26 Reviews27 Social media sharing participation (activity on key social media sites eg Facebook Twitter Digg etc)28 Testimonials29 Total contributors (and active contributors)30 Uploads (add an item eg articles links images videos)31 Views (videos ads rich images)32 Widgets (number of new widgets users embedded widgets)33 Wishlists (save an item to wishlist)34helliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 33

DRUNKEN MENrsquoS LAMP POSTS

He uses statistics as a drunken man uses lamp posts - for

support rather than illumination - Andrew

Lang

LAMP POSTS LAMP POSTS

SixServingMen 6smcoukTuesday 01 May 2012

Page 34

WYSIWYG ndash WHAT YOU SEE IS WHAT YOU GET

1 Gather Lots but only present bull The metrics that are positive bull Easy to manage metrics

2 Present bull Many metricsbull Extremely precise numbersbull Them quickly

3 Compare Metrics out of context4 Put them into really good looking

charts (3D movement multiple colours graphics etc)

STROKE ME METRICS STROKE ME METRICS

Never Ever try to educate your management business on the small number of key drivers for your business

If you are simple amp clearer they will understand how to think about your activity

They may even ask for the same data

This destroys your future ability to keep your metrics ldquofeel goodldquo

DONrsquoTDONrsquoT

bull WHAT YOU MEASURE amp REWARD IS WHAT YOU GET

bull ESTABLISH USER ENGAGEMENT METRICS ndash TIME

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 35

ENGAGEMENT = VALUE

SixServingMen 6smcoukTuesday 01 May 2012

Page 36

MEASURE

SixServingMen 6smcoukTuesday 01 May 2012

Page 37

ON THE INTERNET NOBODY KNOWS YOUrsquoRE A DOG

July 5th 1993 cartoon in the New Yorker

bull Care that you are a dog

bull Know what type of dog you are

bull Treat you like a dog if you are one

DO EMAIL MARKETERS DO EMAIL MARKETERS

bull SEGMENT YOUR DATABASE

bull VALUE YOUR DATABASEbull MONITOR VALUE OVER

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 38

WHATrsquoS THE SOLUTION WHENhelliphelliphellip

512012

bull Lazy bull Overloaded bull Habitualbull Predictablebull Intelligent bull Inquisitive bull Impatientbull Busy

PEOPLE AREPEOPLE ARE

SixServingMen 6smcoukTuesday 01 May 2012

Page 39

DESIGN ACTIVITIES ISO GUIDELINES

Produce design solutions

3

Evaluate the Design4

Design solution Meets user Requirements

5

Specify User Requirements

2

Understand amp Specify the Context

1

SixServingMen 6smcoukTuesday 01 May 2012

Page 40

TESTING - EMAIL ndash DECISION TREES

SixServingMen 6smcoukTuesday 01 May 2012

Page 41

At no time while I am helping you will your problem become my problem

The instant your problem becomes mine you will no longer have a problem

I cannot help someone who hasnt got a problem

You may ask my help at any appointed time and we will make a joint determination of what the next move will be and who will make it

ONCKEN AND WASS 1974 - MONKEYS

512012

THEORYhelliphelliphellipTHEORYhelliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 42

1 Monkeys should be fed or shot 2 The monkey population should

be kept below the maximum number that the manager has time to feed

3 Monkeys should be fed by appointment only

4 Monkeys shall be fed face to face or by telephone but not in writing

5 Every monkey should have an assigned next feeding time amp degree of initiative

FIVE ACTIONS TO TAKE FIVE ACTIONS TO TAKE

MANAGING MONKEYS

bull GO FOR READY AIM FIRE NOT

READY FIREhelliphellip AIM

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 43

Confidential

RELEVANCE OF EMAIL

SixServingMen 6smcoukTuesday 01 May 2012

Page 44

Memail - WIIFM

512012

1 Whatrsquos in it for Youbull Confirm the email goalbull Prioritise the actions desired

2 Help me do what you want 3 Zero based email design4 Trust ndash Donrsquot break it5 Test 6 Review amp Refine

WHATrsquoS IN IT FOR ME WHATrsquoS IN IT FOR ME

SixServingMen 6smcoukTuesday 01 May 2012

Page 45

Gestalt = Pattern

1 Proximity2 Closure3 Similarity4 Continuity5 Enclosure6 Connection

GESTALT SCHOOL OF PSYCHOLOGY

bull UNDERSTAND HOW AND WHY SOMETHING WORKS ndash NOT JUST THAT IT HAS WORKED

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 46

6smcouk SixServingMen

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

512012

GESTALT SCHOOL OF PSYCHOLOGY

SixServingMen 6smcoukTuesday 01 May 2012

Page 47

DATA INK RATIO

The ink presentsData or InformationNot data or not Information = Noise

THEORYhelliphelliphellipTHEORYhelliphelliphellip

bull PIXELS RATHER THAN INK

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 48

SixServingMen 6smcoukTuesday 01 May 2012

Page 49

6smcouk SixServingMen512012

British Tennis Membership

SixServingMen 6smcoukTuesday 01 May 2012

Page 50

Twitter Newsletter ndash Edition 1

SixServingMen 6smcoukTuesday 01 May 2012

Page 51

6smcouk SixServingMen512012

Sign up to personal training by Direct Debit and enjoy one session absolutely free

SixServingMen 6smcoukTuesday 01 May 2012

Page 52

B2B Marketing introducing Vocus special offer Get a free pound25 MampS voucher for 30 minutes of your time

512012

SixServingMen 6smcoukTuesday 01 May 2012

Page 53

6smcouk SixServingMen512012

Image What does your email say about you

SixServingMen 6smcoukTuesday 01 May 2012

Page 54

Last Chance for online offers

SixServingMen 6smcoukTuesday 01 May 2012

Page 55

EXPECTATION - HOW SOON IS SOON

SixServingMen 6smcoukTuesday 01 May 2012

Page 56

DATA PROTECTION LANDSCAPE25TH JAN 2012 DATA PROTECTION

bull RIGHTS OF THE DATA SUBJECT

bull CONTROLLER AND PROCESSOR

bull TRANSFER OF PERSONAL DATA TO THIRD COUNTRIES OR INTERNATIONAL ORGANISATIONS

bull INDEPENDENT SUPERVISORY AUTHORITIES

bull CO-OPERATION amp CONSISTENCY

bull REMEDIES LIABILITY amp SANCTIONS

bull DELEGATED ACTS amp IMPLEMENTING ACTS

CHAPTERSCHAPTERS

SixServingMen 6smcoukTuesday 01 May 2012

Page 57

SO WHAT

1

VALUE EMAIL2

SEGMENT ndash

MEASURE

AND MONITOR3

GET INTO ldquoWHATrsquoS IN IT

FOR US rdquo

PLANNING4

TEST

5

LISTEN AND REFINE APPROPRIATELY

ACTION POINTSACTION POINTS

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

QUESTIONS

Stefan Elliottstefelliott6smcouk

SixServingMenStef_Elliott

Coffee breakhellip

The next session starts at 340

Re-engagement CampaignsJames Bunting

DMA Email Customer Lifecycle ndash Manchester 19th AprilRe-engaging Lapsed amp Lost Customers

Re-engagement CampaignsJames Bunting

Agenda

What do we mean by lsquowinning customers backrsquo

Re-engaging lapsed and lost subscribers

The benefits of re-engaging lapsed subscribers

The principles of a re-engagement campaign

Automation

Summary

Re-engagement CampaignsJames Bunting

What do we mean by lsquowinning customers backrsquo

Recipients can become unresponsive ndash re-engagement campaigns set out to email the disengaged customers and encourage them to respond to emails again

Re-engagement CampaignsJames Bunting

The benefits of re-engaging lapsed subscribers

Increase open and click rates

Increase conversions

Identify inactive amp dormant subscribers ndash full understanding of your data

Yoursquove spent money acquiring the email address so why lose itIts easier to retain an existing subscriber than find a new one

Re-engagement CampaignsJames Bunting

what is your average open rate

30

Re-engagement CampaignsJames Bunting

Re-engaging lapsed and lost subscribers

What is your average open rate 3070 are lapsed or lost subscribers

Review what you are currently doing

Look at what you are doing and what you want to achieveList out the communications you send by type and messageMap out your customer lifecycle ndash what are the stages the buying processes entry exit and customer touch pointsHow do these correspond to the frequency type and message you are sending

Re-engagement CampaignsJames Bunting

Define interaction and behavioural activity

Define inactive and dormant contactsConsider why someone may have become dormantDivide the list into those that have

not opened an email in the last x monthsnot purchased in the last x months

Important to segment the inactivity furtherSeparate recipients who have been active at some time in their history and made a purchase from those who are truly inactive and have not made a purchaseIt is important that different messages are sent to these different groups

Segment on non-activity

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 19: DMA North: Email customer lifecycle

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Foundations of Growing your Database CDI amp MDM

Customer Data Integration (CDI)‐

Establishing a standard process format for each

version of a customer record to be integrated into your database

Master Data Management (MDM) ndashA set of data governance standards processes

and metrics to ensure that databases are maintained

Conducting a Data Audit‐

Identifying all online and offline sources and documenting

data flows to find out how you can improve efficiency and maximise data return and

minimise opportunity cost

(Barclays est annual pound10million marketing savings in targeting and pound11 million maintenance from enterprise data and

warehousing‐

Effective IT Report (Information Age 2005))

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Summary bull Make sure you have maximised all internal options first and audited your data capture processes

bull Engage with your existing database and find out what triggered them to sign up and use this

information to make improvements

bull Give people a reason to sign up

bull Tell people what you are going to do and do it

bull Make it clear that people can unsubscribe easily

bull Use other touch points to collect email

bull Once internal options have been maximised consider 3rd

party options chose wisely ask lots of

questions test monitor and re‐monitor

bull Review regularly

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Thank you for listeninghellip

For Further reading please download the DMA white paper on3rd

party List Rental and Data

Capture

Kieran ShanahanMarketing amp Partnerships Manager

kierandmricouk0114 2815760

Sara WattsDirector

saradmricouk0114 2815760

About DMRi

Data Media amp Research Ltd have been at theforefront of digital marketing since the companywas established in 1995

Members of the Direct Marketing Associationsince 2002 ‐with representation on the Email Marketing Council and Legal and BestPractice Hub‐DMR proudly promotes and standsfor best industry practices in online datamarketing

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

6smcouk SixServingMen

Card playing Monkeys Dogs amp Bruce Forsyth

Stefan Elliottstefelliott6smcoukSixServingMenStef_Elliott

SixServingMen 6smcoukTuesday 01 May 2012

Page 23

Charlene Li amp Josh BernoffGroundswell Authors

We are all learning here ndash the best listeners will end up the smartest

SixServingMen 6smcoukTuesday 01 May 2012

Page 24

I keep six honest serving men they taught me all

I knew Their names are

What amp Why amp When and

How amp Where amp Who

Confidential

SIX SERVING MEN

RUDYARD KIPLINGRUDYARD KIPLING

SixServingMen 6smcoukTuesday 01 May 2012

Page 25

Why to Do 3

Where When Who - IntroductionsWhere When Who - Introductions1

Why What How 2

AGENDA

How to Do 4

What to Do 5

Questions

SixServingMen 6smcoukTuesday 01 May 2012

Page 26

100+ million websites

WHY EMAIL IS IMPORTANT

SixServingMen 6smcoukTuesday 01 May 2012

Page 27

Indirect

DIGITAL TRAFFIC - LANDSCAPE

Direct

3rd party referral sites

Social Media

Search

External SitesPartner Sites Suppliers Professional Bodies Affiliates Other helliphelliphellip

Visitors have multiple entry points and objectives for using your Digital assets Visitors have multiple entry points and objectives for using your Digital assets

SixServingMen 6smcoukTuesday 01 May 2012

Page 28

DIGITAL GOALS

Who

Tuesday 01 May 2012 Confidential

Why

How When What Where

SixServingMen 6smcoukTuesday 01 May 2012

Page 29

WHO ARE YOUR AUDIENCE

SixServingMen 6smcoukTuesday 01 May 2012

Page 30

AUDIENCE ENGAGEMENT MAP

Your capability to enhance engagement through targeted interaction is dictated by your ability to initiate stimulate effective communication

SixServingMen 6smcoukTuesday 01 May 2012

Page 31

LEVEL OF INTERACTION DEGREE OF ENGAGEMENT

bull Read watchbull Printbull Copybull Download

bull Read watchbull Printbull Copybull Download

bull Blog Commentbull Upload photosbull Videos

bull Blog Commentbull Upload photosbull Videos

Further contactbull Email

Connectbull Facebookbull Twitter etcbull Forward to a friend

Further contactbull Email

Connectbull Facebookbull Twitter etcbull Forward to a friend

BuyBuy

bull Dialogue in Forumbull On Line chatbull Dialogue in Forumbull On Line chat

bull Contact formbull emailbull Telephone

bull Contact formbull emailbull Telephone

ACTIVEPASSIVE

SixServingMen 6smcoukTuesday 01 May 2012

Page 32

MEASURES OF ENGAGEMENT Actions metrics KPIs1 Time spent on key pages2 Time spent on site (by source by entry page)3 Personalisation (pages display theme)4 Key page activity (post-activity)5 Alerts (register and response rates by channel CTR post click activity)6 Bookmarks (onsite offsite)7 Write Comments8 Download Articles PDFrsquos9 Email subscriptions10 Fans (become a fan of something someone)11 Favourites (add an item to favourites)12 Provide Feedback (via the site)13 Followers (follow something someone)14 Forward to a friend15 Groups (create join total number of groups group activity)16 Install widget (on a blog page Facebook etc)17 Invite Refer (a friend)18 Love Like this (a simpler form of rating something)19 Messaging (onsite)20 Submit Posts21 Set up Provide Profile (eg update avatar bio email etc)22 Print page23 Submit Ratings24 Registered users (new total active dormant churn)25 Report spam abuse26 Reviews27 Social media sharing participation (activity on key social media sites eg Facebook Twitter Digg etc)28 Testimonials29 Total contributors (and active contributors)30 Uploads (add an item eg articles links images videos)31 Views (videos ads rich images)32 Widgets (number of new widgets users embedded widgets)33 Wishlists (save an item to wishlist)34helliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 33

DRUNKEN MENrsquoS LAMP POSTS

He uses statistics as a drunken man uses lamp posts - for

support rather than illumination - Andrew

Lang

LAMP POSTS LAMP POSTS

SixServingMen 6smcoukTuesday 01 May 2012

Page 34

WYSIWYG ndash WHAT YOU SEE IS WHAT YOU GET

1 Gather Lots but only present bull The metrics that are positive bull Easy to manage metrics

2 Present bull Many metricsbull Extremely precise numbersbull Them quickly

3 Compare Metrics out of context4 Put them into really good looking

charts (3D movement multiple colours graphics etc)

STROKE ME METRICS STROKE ME METRICS

Never Ever try to educate your management business on the small number of key drivers for your business

If you are simple amp clearer they will understand how to think about your activity

They may even ask for the same data

This destroys your future ability to keep your metrics ldquofeel goodldquo

DONrsquoTDONrsquoT

bull WHAT YOU MEASURE amp REWARD IS WHAT YOU GET

bull ESTABLISH USER ENGAGEMENT METRICS ndash TIME

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 35

ENGAGEMENT = VALUE

SixServingMen 6smcoukTuesday 01 May 2012

Page 36

MEASURE

SixServingMen 6smcoukTuesday 01 May 2012

Page 37

ON THE INTERNET NOBODY KNOWS YOUrsquoRE A DOG

July 5th 1993 cartoon in the New Yorker

bull Care that you are a dog

bull Know what type of dog you are

bull Treat you like a dog if you are one

DO EMAIL MARKETERS DO EMAIL MARKETERS

bull SEGMENT YOUR DATABASE

bull VALUE YOUR DATABASEbull MONITOR VALUE OVER

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 38

WHATrsquoS THE SOLUTION WHENhelliphelliphellip

512012

bull Lazy bull Overloaded bull Habitualbull Predictablebull Intelligent bull Inquisitive bull Impatientbull Busy

PEOPLE AREPEOPLE ARE

SixServingMen 6smcoukTuesday 01 May 2012

Page 39

DESIGN ACTIVITIES ISO GUIDELINES

Produce design solutions

3

Evaluate the Design4

Design solution Meets user Requirements

5

Specify User Requirements

2

Understand amp Specify the Context

1

SixServingMen 6smcoukTuesday 01 May 2012

Page 40

TESTING - EMAIL ndash DECISION TREES

SixServingMen 6smcoukTuesday 01 May 2012

Page 41

At no time while I am helping you will your problem become my problem

The instant your problem becomes mine you will no longer have a problem

I cannot help someone who hasnt got a problem

You may ask my help at any appointed time and we will make a joint determination of what the next move will be and who will make it

ONCKEN AND WASS 1974 - MONKEYS

512012

THEORYhelliphelliphellipTHEORYhelliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 42

1 Monkeys should be fed or shot 2 The monkey population should

be kept below the maximum number that the manager has time to feed

3 Monkeys should be fed by appointment only

4 Monkeys shall be fed face to face or by telephone but not in writing

5 Every monkey should have an assigned next feeding time amp degree of initiative

FIVE ACTIONS TO TAKE FIVE ACTIONS TO TAKE

MANAGING MONKEYS

bull GO FOR READY AIM FIRE NOT

READY FIREhelliphellip AIM

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 43

Confidential

RELEVANCE OF EMAIL

SixServingMen 6smcoukTuesday 01 May 2012

Page 44

Memail - WIIFM

512012

1 Whatrsquos in it for Youbull Confirm the email goalbull Prioritise the actions desired

2 Help me do what you want 3 Zero based email design4 Trust ndash Donrsquot break it5 Test 6 Review amp Refine

WHATrsquoS IN IT FOR ME WHATrsquoS IN IT FOR ME

SixServingMen 6smcoukTuesday 01 May 2012

Page 45

Gestalt = Pattern

1 Proximity2 Closure3 Similarity4 Continuity5 Enclosure6 Connection

GESTALT SCHOOL OF PSYCHOLOGY

bull UNDERSTAND HOW AND WHY SOMETHING WORKS ndash NOT JUST THAT IT HAS WORKED

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 46

6smcouk SixServingMen

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

512012

GESTALT SCHOOL OF PSYCHOLOGY

SixServingMen 6smcoukTuesday 01 May 2012

Page 47

DATA INK RATIO

The ink presentsData or InformationNot data or not Information = Noise

THEORYhelliphelliphellipTHEORYhelliphelliphellip

bull PIXELS RATHER THAN INK

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 48

SixServingMen 6smcoukTuesday 01 May 2012

Page 49

6smcouk SixServingMen512012

British Tennis Membership

SixServingMen 6smcoukTuesday 01 May 2012

Page 50

Twitter Newsletter ndash Edition 1

SixServingMen 6smcoukTuesday 01 May 2012

Page 51

6smcouk SixServingMen512012

Sign up to personal training by Direct Debit and enjoy one session absolutely free

SixServingMen 6smcoukTuesday 01 May 2012

Page 52

B2B Marketing introducing Vocus special offer Get a free pound25 MampS voucher for 30 minutes of your time

512012

SixServingMen 6smcoukTuesday 01 May 2012

Page 53

6smcouk SixServingMen512012

Image What does your email say about you

SixServingMen 6smcoukTuesday 01 May 2012

Page 54

Last Chance for online offers

SixServingMen 6smcoukTuesday 01 May 2012

Page 55

EXPECTATION - HOW SOON IS SOON

SixServingMen 6smcoukTuesday 01 May 2012

Page 56

DATA PROTECTION LANDSCAPE25TH JAN 2012 DATA PROTECTION

bull RIGHTS OF THE DATA SUBJECT

bull CONTROLLER AND PROCESSOR

bull TRANSFER OF PERSONAL DATA TO THIRD COUNTRIES OR INTERNATIONAL ORGANISATIONS

bull INDEPENDENT SUPERVISORY AUTHORITIES

bull CO-OPERATION amp CONSISTENCY

bull REMEDIES LIABILITY amp SANCTIONS

bull DELEGATED ACTS amp IMPLEMENTING ACTS

CHAPTERSCHAPTERS

SixServingMen 6smcoukTuesday 01 May 2012

Page 57

SO WHAT

1

VALUE EMAIL2

SEGMENT ndash

MEASURE

AND MONITOR3

GET INTO ldquoWHATrsquoS IN IT

FOR US rdquo

PLANNING4

TEST

5

LISTEN AND REFINE APPROPRIATELY

ACTION POINTSACTION POINTS

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

QUESTIONS

Stefan Elliottstefelliott6smcouk

SixServingMenStef_Elliott

Coffee breakhellip

The next session starts at 340

Re-engagement CampaignsJames Bunting

DMA Email Customer Lifecycle ndash Manchester 19th AprilRe-engaging Lapsed amp Lost Customers

Re-engagement CampaignsJames Bunting

Agenda

What do we mean by lsquowinning customers backrsquo

Re-engaging lapsed and lost subscribers

The benefits of re-engaging lapsed subscribers

The principles of a re-engagement campaign

Automation

Summary

Re-engagement CampaignsJames Bunting

What do we mean by lsquowinning customers backrsquo

Recipients can become unresponsive ndash re-engagement campaigns set out to email the disengaged customers and encourage them to respond to emails again

Re-engagement CampaignsJames Bunting

The benefits of re-engaging lapsed subscribers

Increase open and click rates

Increase conversions

Identify inactive amp dormant subscribers ndash full understanding of your data

Yoursquove spent money acquiring the email address so why lose itIts easier to retain an existing subscriber than find a new one

Re-engagement CampaignsJames Bunting

what is your average open rate

30

Re-engagement CampaignsJames Bunting

Re-engaging lapsed and lost subscribers

What is your average open rate 3070 are lapsed or lost subscribers

Review what you are currently doing

Look at what you are doing and what you want to achieveList out the communications you send by type and messageMap out your customer lifecycle ndash what are the stages the buying processes entry exit and customer touch pointsHow do these correspond to the frequency type and message you are sending

Re-engagement CampaignsJames Bunting

Define interaction and behavioural activity

Define inactive and dormant contactsConsider why someone may have become dormantDivide the list into those that have

not opened an email in the last x monthsnot purchased in the last x months

Important to segment the inactivity furtherSeparate recipients who have been active at some time in their history and made a purchase from those who are truly inactive and have not made a purchaseIt is important that different messages are sent to these different groups

Segment on non-activity

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 20: DMA North: Email customer lifecycle

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Summary bull Make sure you have maximised all internal options first and audited your data capture processes

bull Engage with your existing database and find out what triggered them to sign up and use this

information to make improvements

bull Give people a reason to sign up

bull Tell people what you are going to do and do it

bull Make it clear that people can unsubscribe easily

bull Use other touch points to collect email

bull Once internal options have been maximised consider 3rd

party options chose wisely ask lots of

questions test monitor and re‐monitor

bull Review regularly

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Thank you for listeninghellip

For Further reading please download the DMA white paper on3rd

party List Rental and Data

Capture

Kieran ShanahanMarketing amp Partnerships Manager

kierandmricouk0114 2815760

Sara WattsDirector

saradmricouk0114 2815760

About DMRi

Data Media amp Research Ltd have been at theforefront of digital marketing since the companywas established in 1995

Members of the Direct Marketing Associationsince 2002 ‐with representation on the Email Marketing Council and Legal and BestPractice Hub‐DMR proudly promotes and standsfor best industry practices in online datamarketing

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

6smcouk SixServingMen

Card playing Monkeys Dogs amp Bruce Forsyth

Stefan Elliottstefelliott6smcoukSixServingMenStef_Elliott

SixServingMen 6smcoukTuesday 01 May 2012

Page 23

Charlene Li amp Josh BernoffGroundswell Authors

We are all learning here ndash the best listeners will end up the smartest

SixServingMen 6smcoukTuesday 01 May 2012

Page 24

I keep six honest serving men they taught me all

I knew Their names are

What amp Why amp When and

How amp Where amp Who

Confidential

SIX SERVING MEN

RUDYARD KIPLINGRUDYARD KIPLING

SixServingMen 6smcoukTuesday 01 May 2012

Page 25

Why to Do 3

Where When Who - IntroductionsWhere When Who - Introductions1

Why What How 2

AGENDA

How to Do 4

What to Do 5

Questions

SixServingMen 6smcoukTuesday 01 May 2012

Page 26

100+ million websites

WHY EMAIL IS IMPORTANT

SixServingMen 6smcoukTuesday 01 May 2012

Page 27

Indirect

DIGITAL TRAFFIC - LANDSCAPE

Direct

3rd party referral sites

Social Media

Search

External SitesPartner Sites Suppliers Professional Bodies Affiliates Other helliphelliphellip

Visitors have multiple entry points and objectives for using your Digital assets Visitors have multiple entry points and objectives for using your Digital assets

SixServingMen 6smcoukTuesday 01 May 2012

Page 28

DIGITAL GOALS

Who

Tuesday 01 May 2012 Confidential

Why

How When What Where

SixServingMen 6smcoukTuesday 01 May 2012

Page 29

WHO ARE YOUR AUDIENCE

SixServingMen 6smcoukTuesday 01 May 2012

Page 30

AUDIENCE ENGAGEMENT MAP

Your capability to enhance engagement through targeted interaction is dictated by your ability to initiate stimulate effective communication

SixServingMen 6smcoukTuesday 01 May 2012

Page 31

LEVEL OF INTERACTION DEGREE OF ENGAGEMENT

bull Read watchbull Printbull Copybull Download

bull Read watchbull Printbull Copybull Download

bull Blog Commentbull Upload photosbull Videos

bull Blog Commentbull Upload photosbull Videos

Further contactbull Email

Connectbull Facebookbull Twitter etcbull Forward to a friend

Further contactbull Email

Connectbull Facebookbull Twitter etcbull Forward to a friend

BuyBuy

bull Dialogue in Forumbull On Line chatbull Dialogue in Forumbull On Line chat

bull Contact formbull emailbull Telephone

bull Contact formbull emailbull Telephone

ACTIVEPASSIVE

SixServingMen 6smcoukTuesday 01 May 2012

Page 32

MEASURES OF ENGAGEMENT Actions metrics KPIs1 Time spent on key pages2 Time spent on site (by source by entry page)3 Personalisation (pages display theme)4 Key page activity (post-activity)5 Alerts (register and response rates by channel CTR post click activity)6 Bookmarks (onsite offsite)7 Write Comments8 Download Articles PDFrsquos9 Email subscriptions10 Fans (become a fan of something someone)11 Favourites (add an item to favourites)12 Provide Feedback (via the site)13 Followers (follow something someone)14 Forward to a friend15 Groups (create join total number of groups group activity)16 Install widget (on a blog page Facebook etc)17 Invite Refer (a friend)18 Love Like this (a simpler form of rating something)19 Messaging (onsite)20 Submit Posts21 Set up Provide Profile (eg update avatar bio email etc)22 Print page23 Submit Ratings24 Registered users (new total active dormant churn)25 Report spam abuse26 Reviews27 Social media sharing participation (activity on key social media sites eg Facebook Twitter Digg etc)28 Testimonials29 Total contributors (and active contributors)30 Uploads (add an item eg articles links images videos)31 Views (videos ads rich images)32 Widgets (number of new widgets users embedded widgets)33 Wishlists (save an item to wishlist)34helliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 33

DRUNKEN MENrsquoS LAMP POSTS

He uses statistics as a drunken man uses lamp posts - for

support rather than illumination - Andrew

Lang

LAMP POSTS LAMP POSTS

SixServingMen 6smcoukTuesday 01 May 2012

Page 34

WYSIWYG ndash WHAT YOU SEE IS WHAT YOU GET

1 Gather Lots but only present bull The metrics that are positive bull Easy to manage metrics

2 Present bull Many metricsbull Extremely precise numbersbull Them quickly

3 Compare Metrics out of context4 Put them into really good looking

charts (3D movement multiple colours graphics etc)

STROKE ME METRICS STROKE ME METRICS

Never Ever try to educate your management business on the small number of key drivers for your business

If you are simple amp clearer they will understand how to think about your activity

They may even ask for the same data

This destroys your future ability to keep your metrics ldquofeel goodldquo

DONrsquoTDONrsquoT

bull WHAT YOU MEASURE amp REWARD IS WHAT YOU GET

bull ESTABLISH USER ENGAGEMENT METRICS ndash TIME

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 35

ENGAGEMENT = VALUE

SixServingMen 6smcoukTuesday 01 May 2012

Page 36

MEASURE

SixServingMen 6smcoukTuesday 01 May 2012

Page 37

ON THE INTERNET NOBODY KNOWS YOUrsquoRE A DOG

July 5th 1993 cartoon in the New Yorker

bull Care that you are a dog

bull Know what type of dog you are

bull Treat you like a dog if you are one

DO EMAIL MARKETERS DO EMAIL MARKETERS

bull SEGMENT YOUR DATABASE

bull VALUE YOUR DATABASEbull MONITOR VALUE OVER

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 38

WHATrsquoS THE SOLUTION WHENhelliphelliphellip

512012

bull Lazy bull Overloaded bull Habitualbull Predictablebull Intelligent bull Inquisitive bull Impatientbull Busy

PEOPLE AREPEOPLE ARE

SixServingMen 6smcoukTuesday 01 May 2012

Page 39

DESIGN ACTIVITIES ISO GUIDELINES

Produce design solutions

3

Evaluate the Design4

Design solution Meets user Requirements

5

Specify User Requirements

2

Understand amp Specify the Context

1

SixServingMen 6smcoukTuesday 01 May 2012

Page 40

TESTING - EMAIL ndash DECISION TREES

SixServingMen 6smcoukTuesday 01 May 2012

Page 41

At no time while I am helping you will your problem become my problem

The instant your problem becomes mine you will no longer have a problem

I cannot help someone who hasnt got a problem

You may ask my help at any appointed time and we will make a joint determination of what the next move will be and who will make it

ONCKEN AND WASS 1974 - MONKEYS

512012

THEORYhelliphelliphellipTHEORYhelliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 42

1 Monkeys should be fed or shot 2 The monkey population should

be kept below the maximum number that the manager has time to feed

3 Monkeys should be fed by appointment only

4 Monkeys shall be fed face to face or by telephone but not in writing

5 Every monkey should have an assigned next feeding time amp degree of initiative

FIVE ACTIONS TO TAKE FIVE ACTIONS TO TAKE

MANAGING MONKEYS

bull GO FOR READY AIM FIRE NOT

READY FIREhelliphellip AIM

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 43

Confidential

RELEVANCE OF EMAIL

SixServingMen 6smcoukTuesday 01 May 2012

Page 44

Memail - WIIFM

512012

1 Whatrsquos in it for Youbull Confirm the email goalbull Prioritise the actions desired

2 Help me do what you want 3 Zero based email design4 Trust ndash Donrsquot break it5 Test 6 Review amp Refine

WHATrsquoS IN IT FOR ME WHATrsquoS IN IT FOR ME

SixServingMen 6smcoukTuesday 01 May 2012

Page 45

Gestalt = Pattern

1 Proximity2 Closure3 Similarity4 Continuity5 Enclosure6 Connection

GESTALT SCHOOL OF PSYCHOLOGY

bull UNDERSTAND HOW AND WHY SOMETHING WORKS ndash NOT JUST THAT IT HAS WORKED

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 46

6smcouk SixServingMen

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

512012

GESTALT SCHOOL OF PSYCHOLOGY

SixServingMen 6smcoukTuesday 01 May 2012

Page 47

DATA INK RATIO

The ink presentsData or InformationNot data or not Information = Noise

THEORYhelliphelliphellipTHEORYhelliphelliphellip

bull PIXELS RATHER THAN INK

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 48

SixServingMen 6smcoukTuesday 01 May 2012

Page 49

6smcouk SixServingMen512012

British Tennis Membership

SixServingMen 6smcoukTuesday 01 May 2012

Page 50

Twitter Newsletter ndash Edition 1

SixServingMen 6smcoukTuesday 01 May 2012

Page 51

6smcouk SixServingMen512012

Sign up to personal training by Direct Debit and enjoy one session absolutely free

SixServingMen 6smcoukTuesday 01 May 2012

Page 52

B2B Marketing introducing Vocus special offer Get a free pound25 MampS voucher for 30 minutes of your time

512012

SixServingMen 6smcoukTuesday 01 May 2012

Page 53

6smcouk SixServingMen512012

Image What does your email say about you

SixServingMen 6smcoukTuesday 01 May 2012

Page 54

Last Chance for online offers

SixServingMen 6smcoukTuesday 01 May 2012

Page 55

EXPECTATION - HOW SOON IS SOON

SixServingMen 6smcoukTuesday 01 May 2012

Page 56

DATA PROTECTION LANDSCAPE25TH JAN 2012 DATA PROTECTION

bull RIGHTS OF THE DATA SUBJECT

bull CONTROLLER AND PROCESSOR

bull TRANSFER OF PERSONAL DATA TO THIRD COUNTRIES OR INTERNATIONAL ORGANISATIONS

bull INDEPENDENT SUPERVISORY AUTHORITIES

bull CO-OPERATION amp CONSISTENCY

bull REMEDIES LIABILITY amp SANCTIONS

bull DELEGATED ACTS amp IMPLEMENTING ACTS

CHAPTERSCHAPTERS

SixServingMen 6smcoukTuesday 01 May 2012

Page 57

SO WHAT

1

VALUE EMAIL2

SEGMENT ndash

MEASURE

AND MONITOR3

GET INTO ldquoWHATrsquoS IN IT

FOR US rdquo

PLANNING4

TEST

5

LISTEN AND REFINE APPROPRIATELY

ACTION POINTSACTION POINTS

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

QUESTIONS

Stefan Elliottstefelliott6smcouk

SixServingMenStef_Elliott

Coffee breakhellip

The next session starts at 340

Re-engagement CampaignsJames Bunting

DMA Email Customer Lifecycle ndash Manchester 19th AprilRe-engaging Lapsed amp Lost Customers

Re-engagement CampaignsJames Bunting

Agenda

What do we mean by lsquowinning customers backrsquo

Re-engaging lapsed and lost subscribers

The benefits of re-engaging lapsed subscribers

The principles of a re-engagement campaign

Automation

Summary

Re-engagement CampaignsJames Bunting

What do we mean by lsquowinning customers backrsquo

Recipients can become unresponsive ndash re-engagement campaigns set out to email the disengaged customers and encourage them to respond to emails again

Re-engagement CampaignsJames Bunting

The benefits of re-engaging lapsed subscribers

Increase open and click rates

Increase conversions

Identify inactive amp dormant subscribers ndash full understanding of your data

Yoursquove spent money acquiring the email address so why lose itIts easier to retain an existing subscriber than find a new one

Re-engagement CampaignsJames Bunting

what is your average open rate

30

Re-engagement CampaignsJames Bunting

Re-engaging lapsed and lost subscribers

What is your average open rate 3070 are lapsed or lost subscribers

Review what you are currently doing

Look at what you are doing and what you want to achieveList out the communications you send by type and messageMap out your customer lifecycle ndash what are the stages the buying processes entry exit and customer touch pointsHow do these correspond to the frequency type and message you are sending

Re-engagement CampaignsJames Bunting

Define interaction and behavioural activity

Define inactive and dormant contactsConsider why someone may have become dormantDivide the list into those that have

not opened an email in the last x monthsnot purchased in the last x months

Important to segment the inactivity furtherSeparate recipients who have been active at some time in their history and made a purchase from those who are truly inactive and have not made a purchaseIt is important that different messages are sent to these different groups

Segment on non-activity

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 21: DMA North: Email customer lifecycle

DMRi LtdWest Mount 463 Glossop Road Sheffield S10 2QP Tel 01142815760Data Media and Research Ltd is registered in England and Wales with Company No 3127601 VAT no GB 825 5009 43 Data Protection Act 1998 ref Z4579096 |Member of the Direct Marketing Association

Thank you for listeninghellip

For Further reading please download the DMA white paper on3rd

party List Rental and Data

Capture

Kieran ShanahanMarketing amp Partnerships Manager

kierandmricouk0114 2815760

Sara WattsDirector

saradmricouk0114 2815760

About DMRi

Data Media amp Research Ltd have been at theforefront of digital marketing since the companywas established in 1995

Members of the Direct Marketing Associationsince 2002 ‐with representation on the Email Marketing Council and Legal and BestPractice Hub‐DMR proudly promotes and standsfor best industry practices in online datamarketing

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

6smcouk SixServingMen

Card playing Monkeys Dogs amp Bruce Forsyth

Stefan Elliottstefelliott6smcoukSixServingMenStef_Elliott

SixServingMen 6smcoukTuesday 01 May 2012

Page 23

Charlene Li amp Josh BernoffGroundswell Authors

We are all learning here ndash the best listeners will end up the smartest

SixServingMen 6smcoukTuesday 01 May 2012

Page 24

I keep six honest serving men they taught me all

I knew Their names are

What amp Why amp When and

How amp Where amp Who

Confidential

SIX SERVING MEN

RUDYARD KIPLINGRUDYARD KIPLING

SixServingMen 6smcoukTuesday 01 May 2012

Page 25

Why to Do 3

Where When Who - IntroductionsWhere When Who - Introductions1

Why What How 2

AGENDA

How to Do 4

What to Do 5

Questions

SixServingMen 6smcoukTuesday 01 May 2012

Page 26

100+ million websites

WHY EMAIL IS IMPORTANT

SixServingMen 6smcoukTuesday 01 May 2012

Page 27

Indirect

DIGITAL TRAFFIC - LANDSCAPE

Direct

3rd party referral sites

Social Media

Search

External SitesPartner Sites Suppliers Professional Bodies Affiliates Other helliphelliphellip

Visitors have multiple entry points and objectives for using your Digital assets Visitors have multiple entry points and objectives for using your Digital assets

SixServingMen 6smcoukTuesday 01 May 2012

Page 28

DIGITAL GOALS

Who

Tuesday 01 May 2012 Confidential

Why

How When What Where

SixServingMen 6smcoukTuesday 01 May 2012

Page 29

WHO ARE YOUR AUDIENCE

SixServingMen 6smcoukTuesday 01 May 2012

Page 30

AUDIENCE ENGAGEMENT MAP

Your capability to enhance engagement through targeted interaction is dictated by your ability to initiate stimulate effective communication

SixServingMen 6smcoukTuesday 01 May 2012

Page 31

LEVEL OF INTERACTION DEGREE OF ENGAGEMENT

bull Read watchbull Printbull Copybull Download

bull Read watchbull Printbull Copybull Download

bull Blog Commentbull Upload photosbull Videos

bull Blog Commentbull Upload photosbull Videos

Further contactbull Email

Connectbull Facebookbull Twitter etcbull Forward to a friend

Further contactbull Email

Connectbull Facebookbull Twitter etcbull Forward to a friend

BuyBuy

bull Dialogue in Forumbull On Line chatbull Dialogue in Forumbull On Line chat

bull Contact formbull emailbull Telephone

bull Contact formbull emailbull Telephone

ACTIVEPASSIVE

SixServingMen 6smcoukTuesday 01 May 2012

Page 32

MEASURES OF ENGAGEMENT Actions metrics KPIs1 Time spent on key pages2 Time spent on site (by source by entry page)3 Personalisation (pages display theme)4 Key page activity (post-activity)5 Alerts (register and response rates by channel CTR post click activity)6 Bookmarks (onsite offsite)7 Write Comments8 Download Articles PDFrsquos9 Email subscriptions10 Fans (become a fan of something someone)11 Favourites (add an item to favourites)12 Provide Feedback (via the site)13 Followers (follow something someone)14 Forward to a friend15 Groups (create join total number of groups group activity)16 Install widget (on a blog page Facebook etc)17 Invite Refer (a friend)18 Love Like this (a simpler form of rating something)19 Messaging (onsite)20 Submit Posts21 Set up Provide Profile (eg update avatar bio email etc)22 Print page23 Submit Ratings24 Registered users (new total active dormant churn)25 Report spam abuse26 Reviews27 Social media sharing participation (activity on key social media sites eg Facebook Twitter Digg etc)28 Testimonials29 Total contributors (and active contributors)30 Uploads (add an item eg articles links images videos)31 Views (videos ads rich images)32 Widgets (number of new widgets users embedded widgets)33 Wishlists (save an item to wishlist)34helliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 33

DRUNKEN MENrsquoS LAMP POSTS

He uses statistics as a drunken man uses lamp posts - for

support rather than illumination - Andrew

Lang

LAMP POSTS LAMP POSTS

SixServingMen 6smcoukTuesday 01 May 2012

Page 34

WYSIWYG ndash WHAT YOU SEE IS WHAT YOU GET

1 Gather Lots but only present bull The metrics that are positive bull Easy to manage metrics

2 Present bull Many metricsbull Extremely precise numbersbull Them quickly

3 Compare Metrics out of context4 Put them into really good looking

charts (3D movement multiple colours graphics etc)

STROKE ME METRICS STROKE ME METRICS

Never Ever try to educate your management business on the small number of key drivers for your business

If you are simple amp clearer they will understand how to think about your activity

They may even ask for the same data

This destroys your future ability to keep your metrics ldquofeel goodldquo

DONrsquoTDONrsquoT

bull WHAT YOU MEASURE amp REWARD IS WHAT YOU GET

bull ESTABLISH USER ENGAGEMENT METRICS ndash TIME

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 35

ENGAGEMENT = VALUE

SixServingMen 6smcoukTuesday 01 May 2012

Page 36

MEASURE

SixServingMen 6smcoukTuesday 01 May 2012

Page 37

ON THE INTERNET NOBODY KNOWS YOUrsquoRE A DOG

July 5th 1993 cartoon in the New Yorker

bull Care that you are a dog

bull Know what type of dog you are

bull Treat you like a dog if you are one

DO EMAIL MARKETERS DO EMAIL MARKETERS

bull SEGMENT YOUR DATABASE

bull VALUE YOUR DATABASEbull MONITOR VALUE OVER

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 38

WHATrsquoS THE SOLUTION WHENhelliphelliphellip

512012

bull Lazy bull Overloaded bull Habitualbull Predictablebull Intelligent bull Inquisitive bull Impatientbull Busy

PEOPLE AREPEOPLE ARE

SixServingMen 6smcoukTuesday 01 May 2012

Page 39

DESIGN ACTIVITIES ISO GUIDELINES

Produce design solutions

3

Evaluate the Design4

Design solution Meets user Requirements

5

Specify User Requirements

2

Understand amp Specify the Context

1

SixServingMen 6smcoukTuesday 01 May 2012

Page 40

TESTING - EMAIL ndash DECISION TREES

SixServingMen 6smcoukTuesday 01 May 2012

Page 41

At no time while I am helping you will your problem become my problem

The instant your problem becomes mine you will no longer have a problem

I cannot help someone who hasnt got a problem

You may ask my help at any appointed time and we will make a joint determination of what the next move will be and who will make it

ONCKEN AND WASS 1974 - MONKEYS

512012

THEORYhelliphelliphellipTHEORYhelliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 42

1 Monkeys should be fed or shot 2 The monkey population should

be kept below the maximum number that the manager has time to feed

3 Monkeys should be fed by appointment only

4 Monkeys shall be fed face to face or by telephone but not in writing

5 Every monkey should have an assigned next feeding time amp degree of initiative

FIVE ACTIONS TO TAKE FIVE ACTIONS TO TAKE

MANAGING MONKEYS

bull GO FOR READY AIM FIRE NOT

READY FIREhelliphellip AIM

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 43

Confidential

RELEVANCE OF EMAIL

SixServingMen 6smcoukTuesday 01 May 2012

Page 44

Memail - WIIFM

512012

1 Whatrsquos in it for Youbull Confirm the email goalbull Prioritise the actions desired

2 Help me do what you want 3 Zero based email design4 Trust ndash Donrsquot break it5 Test 6 Review amp Refine

WHATrsquoS IN IT FOR ME WHATrsquoS IN IT FOR ME

SixServingMen 6smcoukTuesday 01 May 2012

Page 45

Gestalt = Pattern

1 Proximity2 Closure3 Similarity4 Continuity5 Enclosure6 Connection

GESTALT SCHOOL OF PSYCHOLOGY

bull UNDERSTAND HOW AND WHY SOMETHING WORKS ndash NOT JUST THAT IT HAS WORKED

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 46

6smcouk SixServingMen

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

512012

GESTALT SCHOOL OF PSYCHOLOGY

SixServingMen 6smcoukTuesday 01 May 2012

Page 47

DATA INK RATIO

The ink presentsData or InformationNot data or not Information = Noise

THEORYhelliphelliphellipTHEORYhelliphelliphellip

bull PIXELS RATHER THAN INK

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 48

SixServingMen 6smcoukTuesday 01 May 2012

Page 49

6smcouk SixServingMen512012

British Tennis Membership

SixServingMen 6smcoukTuesday 01 May 2012

Page 50

Twitter Newsletter ndash Edition 1

SixServingMen 6smcoukTuesday 01 May 2012

Page 51

6smcouk SixServingMen512012

Sign up to personal training by Direct Debit and enjoy one session absolutely free

SixServingMen 6smcoukTuesday 01 May 2012

Page 52

B2B Marketing introducing Vocus special offer Get a free pound25 MampS voucher for 30 minutes of your time

512012

SixServingMen 6smcoukTuesday 01 May 2012

Page 53

6smcouk SixServingMen512012

Image What does your email say about you

SixServingMen 6smcoukTuesday 01 May 2012

Page 54

Last Chance for online offers

SixServingMen 6smcoukTuesday 01 May 2012

Page 55

EXPECTATION - HOW SOON IS SOON

SixServingMen 6smcoukTuesday 01 May 2012

Page 56

DATA PROTECTION LANDSCAPE25TH JAN 2012 DATA PROTECTION

bull RIGHTS OF THE DATA SUBJECT

bull CONTROLLER AND PROCESSOR

bull TRANSFER OF PERSONAL DATA TO THIRD COUNTRIES OR INTERNATIONAL ORGANISATIONS

bull INDEPENDENT SUPERVISORY AUTHORITIES

bull CO-OPERATION amp CONSISTENCY

bull REMEDIES LIABILITY amp SANCTIONS

bull DELEGATED ACTS amp IMPLEMENTING ACTS

CHAPTERSCHAPTERS

SixServingMen 6smcoukTuesday 01 May 2012

Page 57

SO WHAT

1

VALUE EMAIL2

SEGMENT ndash

MEASURE

AND MONITOR3

GET INTO ldquoWHATrsquoS IN IT

FOR US rdquo

PLANNING4

TEST

5

LISTEN AND REFINE APPROPRIATELY

ACTION POINTSACTION POINTS

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

QUESTIONS

Stefan Elliottstefelliott6smcouk

SixServingMenStef_Elliott

Coffee breakhellip

The next session starts at 340

Re-engagement CampaignsJames Bunting

DMA Email Customer Lifecycle ndash Manchester 19th AprilRe-engaging Lapsed amp Lost Customers

Re-engagement CampaignsJames Bunting

Agenda

What do we mean by lsquowinning customers backrsquo

Re-engaging lapsed and lost subscribers

The benefits of re-engaging lapsed subscribers

The principles of a re-engagement campaign

Automation

Summary

Re-engagement CampaignsJames Bunting

What do we mean by lsquowinning customers backrsquo

Recipients can become unresponsive ndash re-engagement campaigns set out to email the disengaged customers and encourage them to respond to emails again

Re-engagement CampaignsJames Bunting

The benefits of re-engaging lapsed subscribers

Increase open and click rates

Increase conversions

Identify inactive amp dormant subscribers ndash full understanding of your data

Yoursquove spent money acquiring the email address so why lose itIts easier to retain an existing subscriber than find a new one

Re-engagement CampaignsJames Bunting

what is your average open rate

30

Re-engagement CampaignsJames Bunting

Re-engaging lapsed and lost subscribers

What is your average open rate 3070 are lapsed or lost subscribers

Review what you are currently doing

Look at what you are doing and what you want to achieveList out the communications you send by type and messageMap out your customer lifecycle ndash what are the stages the buying processes entry exit and customer touch pointsHow do these correspond to the frequency type and message you are sending

Re-engagement CampaignsJames Bunting

Define interaction and behavioural activity

Define inactive and dormant contactsConsider why someone may have become dormantDivide the list into those that have

not opened an email in the last x monthsnot purchased in the last x months

Important to segment the inactivity furtherSeparate recipients who have been active at some time in their history and made a purchase from those who are truly inactive and have not made a purchaseIt is important that different messages are sent to these different groups

Segment on non-activity

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 22: DMA North: Email customer lifecycle

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

6smcouk SixServingMen

Card playing Monkeys Dogs amp Bruce Forsyth

Stefan Elliottstefelliott6smcoukSixServingMenStef_Elliott

SixServingMen 6smcoukTuesday 01 May 2012

Page 23

Charlene Li amp Josh BernoffGroundswell Authors

We are all learning here ndash the best listeners will end up the smartest

SixServingMen 6smcoukTuesday 01 May 2012

Page 24

I keep six honest serving men they taught me all

I knew Their names are

What amp Why amp When and

How amp Where amp Who

Confidential

SIX SERVING MEN

RUDYARD KIPLINGRUDYARD KIPLING

SixServingMen 6smcoukTuesday 01 May 2012

Page 25

Why to Do 3

Where When Who - IntroductionsWhere When Who - Introductions1

Why What How 2

AGENDA

How to Do 4

What to Do 5

Questions

SixServingMen 6smcoukTuesday 01 May 2012

Page 26

100+ million websites

WHY EMAIL IS IMPORTANT

SixServingMen 6smcoukTuesday 01 May 2012

Page 27

Indirect

DIGITAL TRAFFIC - LANDSCAPE

Direct

3rd party referral sites

Social Media

Search

External SitesPartner Sites Suppliers Professional Bodies Affiliates Other helliphelliphellip

Visitors have multiple entry points and objectives for using your Digital assets Visitors have multiple entry points and objectives for using your Digital assets

SixServingMen 6smcoukTuesday 01 May 2012

Page 28

DIGITAL GOALS

Who

Tuesday 01 May 2012 Confidential

Why

How When What Where

SixServingMen 6smcoukTuesday 01 May 2012

Page 29

WHO ARE YOUR AUDIENCE

SixServingMen 6smcoukTuesday 01 May 2012

Page 30

AUDIENCE ENGAGEMENT MAP

Your capability to enhance engagement through targeted interaction is dictated by your ability to initiate stimulate effective communication

SixServingMen 6smcoukTuesday 01 May 2012

Page 31

LEVEL OF INTERACTION DEGREE OF ENGAGEMENT

bull Read watchbull Printbull Copybull Download

bull Read watchbull Printbull Copybull Download

bull Blog Commentbull Upload photosbull Videos

bull Blog Commentbull Upload photosbull Videos

Further contactbull Email

Connectbull Facebookbull Twitter etcbull Forward to a friend

Further contactbull Email

Connectbull Facebookbull Twitter etcbull Forward to a friend

BuyBuy

bull Dialogue in Forumbull On Line chatbull Dialogue in Forumbull On Line chat

bull Contact formbull emailbull Telephone

bull Contact formbull emailbull Telephone

ACTIVEPASSIVE

SixServingMen 6smcoukTuesday 01 May 2012

Page 32

MEASURES OF ENGAGEMENT Actions metrics KPIs1 Time spent on key pages2 Time spent on site (by source by entry page)3 Personalisation (pages display theme)4 Key page activity (post-activity)5 Alerts (register and response rates by channel CTR post click activity)6 Bookmarks (onsite offsite)7 Write Comments8 Download Articles PDFrsquos9 Email subscriptions10 Fans (become a fan of something someone)11 Favourites (add an item to favourites)12 Provide Feedback (via the site)13 Followers (follow something someone)14 Forward to a friend15 Groups (create join total number of groups group activity)16 Install widget (on a blog page Facebook etc)17 Invite Refer (a friend)18 Love Like this (a simpler form of rating something)19 Messaging (onsite)20 Submit Posts21 Set up Provide Profile (eg update avatar bio email etc)22 Print page23 Submit Ratings24 Registered users (new total active dormant churn)25 Report spam abuse26 Reviews27 Social media sharing participation (activity on key social media sites eg Facebook Twitter Digg etc)28 Testimonials29 Total contributors (and active contributors)30 Uploads (add an item eg articles links images videos)31 Views (videos ads rich images)32 Widgets (number of new widgets users embedded widgets)33 Wishlists (save an item to wishlist)34helliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 33

DRUNKEN MENrsquoS LAMP POSTS

He uses statistics as a drunken man uses lamp posts - for

support rather than illumination - Andrew

Lang

LAMP POSTS LAMP POSTS

SixServingMen 6smcoukTuesday 01 May 2012

Page 34

WYSIWYG ndash WHAT YOU SEE IS WHAT YOU GET

1 Gather Lots but only present bull The metrics that are positive bull Easy to manage metrics

2 Present bull Many metricsbull Extremely precise numbersbull Them quickly

3 Compare Metrics out of context4 Put them into really good looking

charts (3D movement multiple colours graphics etc)

STROKE ME METRICS STROKE ME METRICS

Never Ever try to educate your management business on the small number of key drivers for your business

If you are simple amp clearer they will understand how to think about your activity

They may even ask for the same data

This destroys your future ability to keep your metrics ldquofeel goodldquo

DONrsquoTDONrsquoT

bull WHAT YOU MEASURE amp REWARD IS WHAT YOU GET

bull ESTABLISH USER ENGAGEMENT METRICS ndash TIME

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 35

ENGAGEMENT = VALUE

SixServingMen 6smcoukTuesday 01 May 2012

Page 36

MEASURE

SixServingMen 6smcoukTuesday 01 May 2012

Page 37

ON THE INTERNET NOBODY KNOWS YOUrsquoRE A DOG

July 5th 1993 cartoon in the New Yorker

bull Care that you are a dog

bull Know what type of dog you are

bull Treat you like a dog if you are one

DO EMAIL MARKETERS DO EMAIL MARKETERS

bull SEGMENT YOUR DATABASE

bull VALUE YOUR DATABASEbull MONITOR VALUE OVER

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 38

WHATrsquoS THE SOLUTION WHENhelliphelliphellip

512012

bull Lazy bull Overloaded bull Habitualbull Predictablebull Intelligent bull Inquisitive bull Impatientbull Busy

PEOPLE AREPEOPLE ARE

SixServingMen 6smcoukTuesday 01 May 2012

Page 39

DESIGN ACTIVITIES ISO GUIDELINES

Produce design solutions

3

Evaluate the Design4

Design solution Meets user Requirements

5

Specify User Requirements

2

Understand amp Specify the Context

1

SixServingMen 6smcoukTuesday 01 May 2012

Page 40

TESTING - EMAIL ndash DECISION TREES

SixServingMen 6smcoukTuesday 01 May 2012

Page 41

At no time while I am helping you will your problem become my problem

The instant your problem becomes mine you will no longer have a problem

I cannot help someone who hasnt got a problem

You may ask my help at any appointed time and we will make a joint determination of what the next move will be and who will make it

ONCKEN AND WASS 1974 - MONKEYS

512012

THEORYhelliphelliphellipTHEORYhelliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 42

1 Monkeys should be fed or shot 2 The monkey population should

be kept below the maximum number that the manager has time to feed

3 Monkeys should be fed by appointment only

4 Monkeys shall be fed face to face or by telephone but not in writing

5 Every monkey should have an assigned next feeding time amp degree of initiative

FIVE ACTIONS TO TAKE FIVE ACTIONS TO TAKE

MANAGING MONKEYS

bull GO FOR READY AIM FIRE NOT

READY FIREhelliphellip AIM

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 43

Confidential

RELEVANCE OF EMAIL

SixServingMen 6smcoukTuesday 01 May 2012

Page 44

Memail - WIIFM

512012

1 Whatrsquos in it for Youbull Confirm the email goalbull Prioritise the actions desired

2 Help me do what you want 3 Zero based email design4 Trust ndash Donrsquot break it5 Test 6 Review amp Refine

WHATrsquoS IN IT FOR ME WHATrsquoS IN IT FOR ME

SixServingMen 6smcoukTuesday 01 May 2012

Page 45

Gestalt = Pattern

1 Proximity2 Closure3 Similarity4 Continuity5 Enclosure6 Connection

GESTALT SCHOOL OF PSYCHOLOGY

bull UNDERSTAND HOW AND WHY SOMETHING WORKS ndash NOT JUST THAT IT HAS WORKED

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 46

6smcouk SixServingMen

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

512012

GESTALT SCHOOL OF PSYCHOLOGY

SixServingMen 6smcoukTuesday 01 May 2012

Page 47

DATA INK RATIO

The ink presentsData or InformationNot data or not Information = Noise

THEORYhelliphelliphellipTHEORYhelliphelliphellip

bull PIXELS RATHER THAN INK

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 48

SixServingMen 6smcoukTuesday 01 May 2012

Page 49

6smcouk SixServingMen512012

British Tennis Membership

SixServingMen 6smcoukTuesday 01 May 2012

Page 50

Twitter Newsletter ndash Edition 1

SixServingMen 6smcoukTuesday 01 May 2012

Page 51

6smcouk SixServingMen512012

Sign up to personal training by Direct Debit and enjoy one session absolutely free

SixServingMen 6smcoukTuesday 01 May 2012

Page 52

B2B Marketing introducing Vocus special offer Get a free pound25 MampS voucher for 30 minutes of your time

512012

SixServingMen 6smcoukTuesday 01 May 2012

Page 53

6smcouk SixServingMen512012

Image What does your email say about you

SixServingMen 6smcoukTuesday 01 May 2012

Page 54

Last Chance for online offers

SixServingMen 6smcoukTuesday 01 May 2012

Page 55

EXPECTATION - HOW SOON IS SOON

SixServingMen 6smcoukTuesday 01 May 2012

Page 56

DATA PROTECTION LANDSCAPE25TH JAN 2012 DATA PROTECTION

bull RIGHTS OF THE DATA SUBJECT

bull CONTROLLER AND PROCESSOR

bull TRANSFER OF PERSONAL DATA TO THIRD COUNTRIES OR INTERNATIONAL ORGANISATIONS

bull INDEPENDENT SUPERVISORY AUTHORITIES

bull CO-OPERATION amp CONSISTENCY

bull REMEDIES LIABILITY amp SANCTIONS

bull DELEGATED ACTS amp IMPLEMENTING ACTS

CHAPTERSCHAPTERS

SixServingMen 6smcoukTuesday 01 May 2012

Page 57

SO WHAT

1

VALUE EMAIL2

SEGMENT ndash

MEASURE

AND MONITOR3

GET INTO ldquoWHATrsquoS IN IT

FOR US rdquo

PLANNING4

TEST

5

LISTEN AND REFINE APPROPRIATELY

ACTION POINTSACTION POINTS

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

QUESTIONS

Stefan Elliottstefelliott6smcouk

SixServingMenStef_Elliott

Coffee breakhellip

The next session starts at 340

Re-engagement CampaignsJames Bunting

DMA Email Customer Lifecycle ndash Manchester 19th AprilRe-engaging Lapsed amp Lost Customers

Re-engagement CampaignsJames Bunting

Agenda

What do we mean by lsquowinning customers backrsquo

Re-engaging lapsed and lost subscribers

The benefits of re-engaging lapsed subscribers

The principles of a re-engagement campaign

Automation

Summary

Re-engagement CampaignsJames Bunting

What do we mean by lsquowinning customers backrsquo

Recipients can become unresponsive ndash re-engagement campaigns set out to email the disengaged customers and encourage them to respond to emails again

Re-engagement CampaignsJames Bunting

The benefits of re-engaging lapsed subscribers

Increase open and click rates

Increase conversions

Identify inactive amp dormant subscribers ndash full understanding of your data

Yoursquove spent money acquiring the email address so why lose itIts easier to retain an existing subscriber than find a new one

Re-engagement CampaignsJames Bunting

what is your average open rate

30

Re-engagement CampaignsJames Bunting

Re-engaging lapsed and lost subscribers

What is your average open rate 3070 are lapsed or lost subscribers

Review what you are currently doing

Look at what you are doing and what you want to achieveList out the communications you send by type and messageMap out your customer lifecycle ndash what are the stages the buying processes entry exit and customer touch pointsHow do these correspond to the frequency type and message you are sending

Re-engagement CampaignsJames Bunting

Define interaction and behavioural activity

Define inactive and dormant contactsConsider why someone may have become dormantDivide the list into those that have

not opened an email in the last x monthsnot purchased in the last x months

Important to segment the inactivity furtherSeparate recipients who have been active at some time in their history and made a purchase from those who are truly inactive and have not made a purchaseIt is important that different messages are sent to these different groups

Segment on non-activity

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 23: DMA North: Email customer lifecycle

SixServingMen 6smcoukTuesday 01 May 2012

Page 23

Charlene Li amp Josh BernoffGroundswell Authors

We are all learning here ndash the best listeners will end up the smartest

SixServingMen 6smcoukTuesday 01 May 2012

Page 24

I keep six honest serving men they taught me all

I knew Their names are

What amp Why amp When and

How amp Where amp Who

Confidential

SIX SERVING MEN

RUDYARD KIPLINGRUDYARD KIPLING

SixServingMen 6smcoukTuesday 01 May 2012

Page 25

Why to Do 3

Where When Who - IntroductionsWhere When Who - Introductions1

Why What How 2

AGENDA

How to Do 4

What to Do 5

Questions

SixServingMen 6smcoukTuesday 01 May 2012

Page 26

100+ million websites

WHY EMAIL IS IMPORTANT

SixServingMen 6smcoukTuesday 01 May 2012

Page 27

Indirect

DIGITAL TRAFFIC - LANDSCAPE

Direct

3rd party referral sites

Social Media

Search

External SitesPartner Sites Suppliers Professional Bodies Affiliates Other helliphelliphellip

Visitors have multiple entry points and objectives for using your Digital assets Visitors have multiple entry points and objectives for using your Digital assets

SixServingMen 6smcoukTuesday 01 May 2012

Page 28

DIGITAL GOALS

Who

Tuesday 01 May 2012 Confidential

Why

How When What Where

SixServingMen 6smcoukTuesday 01 May 2012

Page 29

WHO ARE YOUR AUDIENCE

SixServingMen 6smcoukTuesday 01 May 2012

Page 30

AUDIENCE ENGAGEMENT MAP

Your capability to enhance engagement through targeted interaction is dictated by your ability to initiate stimulate effective communication

SixServingMen 6smcoukTuesday 01 May 2012

Page 31

LEVEL OF INTERACTION DEGREE OF ENGAGEMENT

bull Read watchbull Printbull Copybull Download

bull Read watchbull Printbull Copybull Download

bull Blog Commentbull Upload photosbull Videos

bull Blog Commentbull Upload photosbull Videos

Further contactbull Email

Connectbull Facebookbull Twitter etcbull Forward to a friend

Further contactbull Email

Connectbull Facebookbull Twitter etcbull Forward to a friend

BuyBuy

bull Dialogue in Forumbull On Line chatbull Dialogue in Forumbull On Line chat

bull Contact formbull emailbull Telephone

bull Contact formbull emailbull Telephone

ACTIVEPASSIVE

SixServingMen 6smcoukTuesday 01 May 2012

Page 32

MEASURES OF ENGAGEMENT Actions metrics KPIs1 Time spent on key pages2 Time spent on site (by source by entry page)3 Personalisation (pages display theme)4 Key page activity (post-activity)5 Alerts (register and response rates by channel CTR post click activity)6 Bookmarks (onsite offsite)7 Write Comments8 Download Articles PDFrsquos9 Email subscriptions10 Fans (become a fan of something someone)11 Favourites (add an item to favourites)12 Provide Feedback (via the site)13 Followers (follow something someone)14 Forward to a friend15 Groups (create join total number of groups group activity)16 Install widget (on a blog page Facebook etc)17 Invite Refer (a friend)18 Love Like this (a simpler form of rating something)19 Messaging (onsite)20 Submit Posts21 Set up Provide Profile (eg update avatar bio email etc)22 Print page23 Submit Ratings24 Registered users (new total active dormant churn)25 Report spam abuse26 Reviews27 Social media sharing participation (activity on key social media sites eg Facebook Twitter Digg etc)28 Testimonials29 Total contributors (and active contributors)30 Uploads (add an item eg articles links images videos)31 Views (videos ads rich images)32 Widgets (number of new widgets users embedded widgets)33 Wishlists (save an item to wishlist)34helliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 33

DRUNKEN MENrsquoS LAMP POSTS

He uses statistics as a drunken man uses lamp posts - for

support rather than illumination - Andrew

Lang

LAMP POSTS LAMP POSTS

SixServingMen 6smcoukTuesday 01 May 2012

Page 34

WYSIWYG ndash WHAT YOU SEE IS WHAT YOU GET

1 Gather Lots but only present bull The metrics that are positive bull Easy to manage metrics

2 Present bull Many metricsbull Extremely precise numbersbull Them quickly

3 Compare Metrics out of context4 Put them into really good looking

charts (3D movement multiple colours graphics etc)

STROKE ME METRICS STROKE ME METRICS

Never Ever try to educate your management business on the small number of key drivers for your business

If you are simple amp clearer they will understand how to think about your activity

They may even ask for the same data

This destroys your future ability to keep your metrics ldquofeel goodldquo

DONrsquoTDONrsquoT

bull WHAT YOU MEASURE amp REWARD IS WHAT YOU GET

bull ESTABLISH USER ENGAGEMENT METRICS ndash TIME

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 35

ENGAGEMENT = VALUE

SixServingMen 6smcoukTuesday 01 May 2012

Page 36

MEASURE

SixServingMen 6smcoukTuesday 01 May 2012

Page 37

ON THE INTERNET NOBODY KNOWS YOUrsquoRE A DOG

July 5th 1993 cartoon in the New Yorker

bull Care that you are a dog

bull Know what type of dog you are

bull Treat you like a dog if you are one

DO EMAIL MARKETERS DO EMAIL MARKETERS

bull SEGMENT YOUR DATABASE

bull VALUE YOUR DATABASEbull MONITOR VALUE OVER

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 38

WHATrsquoS THE SOLUTION WHENhelliphelliphellip

512012

bull Lazy bull Overloaded bull Habitualbull Predictablebull Intelligent bull Inquisitive bull Impatientbull Busy

PEOPLE AREPEOPLE ARE

SixServingMen 6smcoukTuesday 01 May 2012

Page 39

DESIGN ACTIVITIES ISO GUIDELINES

Produce design solutions

3

Evaluate the Design4

Design solution Meets user Requirements

5

Specify User Requirements

2

Understand amp Specify the Context

1

SixServingMen 6smcoukTuesday 01 May 2012

Page 40

TESTING - EMAIL ndash DECISION TREES

SixServingMen 6smcoukTuesday 01 May 2012

Page 41

At no time while I am helping you will your problem become my problem

The instant your problem becomes mine you will no longer have a problem

I cannot help someone who hasnt got a problem

You may ask my help at any appointed time and we will make a joint determination of what the next move will be and who will make it

ONCKEN AND WASS 1974 - MONKEYS

512012

THEORYhelliphelliphellipTHEORYhelliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 42

1 Monkeys should be fed or shot 2 The monkey population should

be kept below the maximum number that the manager has time to feed

3 Monkeys should be fed by appointment only

4 Monkeys shall be fed face to face or by telephone but not in writing

5 Every monkey should have an assigned next feeding time amp degree of initiative

FIVE ACTIONS TO TAKE FIVE ACTIONS TO TAKE

MANAGING MONKEYS

bull GO FOR READY AIM FIRE NOT

READY FIREhelliphellip AIM

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 43

Confidential

RELEVANCE OF EMAIL

SixServingMen 6smcoukTuesday 01 May 2012

Page 44

Memail - WIIFM

512012

1 Whatrsquos in it for Youbull Confirm the email goalbull Prioritise the actions desired

2 Help me do what you want 3 Zero based email design4 Trust ndash Donrsquot break it5 Test 6 Review amp Refine

WHATrsquoS IN IT FOR ME WHATrsquoS IN IT FOR ME

SixServingMen 6smcoukTuesday 01 May 2012

Page 45

Gestalt = Pattern

1 Proximity2 Closure3 Similarity4 Continuity5 Enclosure6 Connection

GESTALT SCHOOL OF PSYCHOLOGY

bull UNDERSTAND HOW AND WHY SOMETHING WORKS ndash NOT JUST THAT IT HAS WORKED

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 46

6smcouk SixServingMen

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

512012

GESTALT SCHOOL OF PSYCHOLOGY

SixServingMen 6smcoukTuesday 01 May 2012

Page 47

DATA INK RATIO

The ink presentsData or InformationNot data or not Information = Noise

THEORYhelliphelliphellipTHEORYhelliphelliphellip

bull PIXELS RATHER THAN INK

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 48

SixServingMen 6smcoukTuesday 01 May 2012

Page 49

6smcouk SixServingMen512012

British Tennis Membership

SixServingMen 6smcoukTuesday 01 May 2012

Page 50

Twitter Newsletter ndash Edition 1

SixServingMen 6smcoukTuesday 01 May 2012

Page 51

6smcouk SixServingMen512012

Sign up to personal training by Direct Debit and enjoy one session absolutely free

SixServingMen 6smcoukTuesday 01 May 2012

Page 52

B2B Marketing introducing Vocus special offer Get a free pound25 MampS voucher for 30 minutes of your time

512012

SixServingMen 6smcoukTuesday 01 May 2012

Page 53

6smcouk SixServingMen512012

Image What does your email say about you

SixServingMen 6smcoukTuesday 01 May 2012

Page 54

Last Chance for online offers

SixServingMen 6smcoukTuesday 01 May 2012

Page 55

EXPECTATION - HOW SOON IS SOON

SixServingMen 6smcoukTuesday 01 May 2012

Page 56

DATA PROTECTION LANDSCAPE25TH JAN 2012 DATA PROTECTION

bull RIGHTS OF THE DATA SUBJECT

bull CONTROLLER AND PROCESSOR

bull TRANSFER OF PERSONAL DATA TO THIRD COUNTRIES OR INTERNATIONAL ORGANISATIONS

bull INDEPENDENT SUPERVISORY AUTHORITIES

bull CO-OPERATION amp CONSISTENCY

bull REMEDIES LIABILITY amp SANCTIONS

bull DELEGATED ACTS amp IMPLEMENTING ACTS

CHAPTERSCHAPTERS

SixServingMen 6smcoukTuesday 01 May 2012

Page 57

SO WHAT

1

VALUE EMAIL2

SEGMENT ndash

MEASURE

AND MONITOR3

GET INTO ldquoWHATrsquoS IN IT

FOR US rdquo

PLANNING4

TEST

5

LISTEN AND REFINE APPROPRIATELY

ACTION POINTSACTION POINTS

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

QUESTIONS

Stefan Elliottstefelliott6smcouk

SixServingMenStef_Elliott

Coffee breakhellip

The next session starts at 340

Re-engagement CampaignsJames Bunting

DMA Email Customer Lifecycle ndash Manchester 19th AprilRe-engaging Lapsed amp Lost Customers

Re-engagement CampaignsJames Bunting

Agenda

What do we mean by lsquowinning customers backrsquo

Re-engaging lapsed and lost subscribers

The benefits of re-engaging lapsed subscribers

The principles of a re-engagement campaign

Automation

Summary

Re-engagement CampaignsJames Bunting

What do we mean by lsquowinning customers backrsquo

Recipients can become unresponsive ndash re-engagement campaigns set out to email the disengaged customers and encourage them to respond to emails again

Re-engagement CampaignsJames Bunting

The benefits of re-engaging lapsed subscribers

Increase open and click rates

Increase conversions

Identify inactive amp dormant subscribers ndash full understanding of your data

Yoursquove spent money acquiring the email address so why lose itIts easier to retain an existing subscriber than find a new one

Re-engagement CampaignsJames Bunting

what is your average open rate

30

Re-engagement CampaignsJames Bunting

Re-engaging lapsed and lost subscribers

What is your average open rate 3070 are lapsed or lost subscribers

Review what you are currently doing

Look at what you are doing and what you want to achieveList out the communications you send by type and messageMap out your customer lifecycle ndash what are the stages the buying processes entry exit and customer touch pointsHow do these correspond to the frequency type and message you are sending

Re-engagement CampaignsJames Bunting

Define interaction and behavioural activity

Define inactive and dormant contactsConsider why someone may have become dormantDivide the list into those that have

not opened an email in the last x monthsnot purchased in the last x months

Important to segment the inactivity furtherSeparate recipients who have been active at some time in their history and made a purchase from those who are truly inactive and have not made a purchaseIt is important that different messages are sent to these different groups

Segment on non-activity

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 24: DMA North: Email customer lifecycle

SixServingMen 6smcoukTuesday 01 May 2012

Page 24

I keep six honest serving men they taught me all

I knew Their names are

What amp Why amp When and

How amp Where amp Who

Confidential

SIX SERVING MEN

RUDYARD KIPLINGRUDYARD KIPLING

SixServingMen 6smcoukTuesday 01 May 2012

Page 25

Why to Do 3

Where When Who - IntroductionsWhere When Who - Introductions1

Why What How 2

AGENDA

How to Do 4

What to Do 5

Questions

SixServingMen 6smcoukTuesday 01 May 2012

Page 26

100+ million websites

WHY EMAIL IS IMPORTANT

SixServingMen 6smcoukTuesday 01 May 2012

Page 27

Indirect

DIGITAL TRAFFIC - LANDSCAPE

Direct

3rd party referral sites

Social Media

Search

External SitesPartner Sites Suppliers Professional Bodies Affiliates Other helliphelliphellip

Visitors have multiple entry points and objectives for using your Digital assets Visitors have multiple entry points and objectives for using your Digital assets

SixServingMen 6smcoukTuesday 01 May 2012

Page 28

DIGITAL GOALS

Who

Tuesday 01 May 2012 Confidential

Why

How When What Where

SixServingMen 6smcoukTuesday 01 May 2012

Page 29

WHO ARE YOUR AUDIENCE

SixServingMen 6smcoukTuesday 01 May 2012

Page 30

AUDIENCE ENGAGEMENT MAP

Your capability to enhance engagement through targeted interaction is dictated by your ability to initiate stimulate effective communication

SixServingMen 6smcoukTuesday 01 May 2012

Page 31

LEVEL OF INTERACTION DEGREE OF ENGAGEMENT

bull Read watchbull Printbull Copybull Download

bull Read watchbull Printbull Copybull Download

bull Blog Commentbull Upload photosbull Videos

bull Blog Commentbull Upload photosbull Videos

Further contactbull Email

Connectbull Facebookbull Twitter etcbull Forward to a friend

Further contactbull Email

Connectbull Facebookbull Twitter etcbull Forward to a friend

BuyBuy

bull Dialogue in Forumbull On Line chatbull Dialogue in Forumbull On Line chat

bull Contact formbull emailbull Telephone

bull Contact formbull emailbull Telephone

ACTIVEPASSIVE

SixServingMen 6smcoukTuesday 01 May 2012

Page 32

MEASURES OF ENGAGEMENT Actions metrics KPIs1 Time spent on key pages2 Time spent on site (by source by entry page)3 Personalisation (pages display theme)4 Key page activity (post-activity)5 Alerts (register and response rates by channel CTR post click activity)6 Bookmarks (onsite offsite)7 Write Comments8 Download Articles PDFrsquos9 Email subscriptions10 Fans (become a fan of something someone)11 Favourites (add an item to favourites)12 Provide Feedback (via the site)13 Followers (follow something someone)14 Forward to a friend15 Groups (create join total number of groups group activity)16 Install widget (on a blog page Facebook etc)17 Invite Refer (a friend)18 Love Like this (a simpler form of rating something)19 Messaging (onsite)20 Submit Posts21 Set up Provide Profile (eg update avatar bio email etc)22 Print page23 Submit Ratings24 Registered users (new total active dormant churn)25 Report spam abuse26 Reviews27 Social media sharing participation (activity on key social media sites eg Facebook Twitter Digg etc)28 Testimonials29 Total contributors (and active contributors)30 Uploads (add an item eg articles links images videos)31 Views (videos ads rich images)32 Widgets (number of new widgets users embedded widgets)33 Wishlists (save an item to wishlist)34helliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 33

DRUNKEN MENrsquoS LAMP POSTS

He uses statistics as a drunken man uses lamp posts - for

support rather than illumination - Andrew

Lang

LAMP POSTS LAMP POSTS

SixServingMen 6smcoukTuesday 01 May 2012

Page 34

WYSIWYG ndash WHAT YOU SEE IS WHAT YOU GET

1 Gather Lots but only present bull The metrics that are positive bull Easy to manage metrics

2 Present bull Many metricsbull Extremely precise numbersbull Them quickly

3 Compare Metrics out of context4 Put them into really good looking

charts (3D movement multiple colours graphics etc)

STROKE ME METRICS STROKE ME METRICS

Never Ever try to educate your management business on the small number of key drivers for your business

If you are simple amp clearer they will understand how to think about your activity

They may even ask for the same data

This destroys your future ability to keep your metrics ldquofeel goodldquo

DONrsquoTDONrsquoT

bull WHAT YOU MEASURE amp REWARD IS WHAT YOU GET

bull ESTABLISH USER ENGAGEMENT METRICS ndash TIME

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 35

ENGAGEMENT = VALUE

SixServingMen 6smcoukTuesday 01 May 2012

Page 36

MEASURE

SixServingMen 6smcoukTuesday 01 May 2012

Page 37

ON THE INTERNET NOBODY KNOWS YOUrsquoRE A DOG

July 5th 1993 cartoon in the New Yorker

bull Care that you are a dog

bull Know what type of dog you are

bull Treat you like a dog if you are one

DO EMAIL MARKETERS DO EMAIL MARKETERS

bull SEGMENT YOUR DATABASE

bull VALUE YOUR DATABASEbull MONITOR VALUE OVER

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 38

WHATrsquoS THE SOLUTION WHENhelliphelliphellip

512012

bull Lazy bull Overloaded bull Habitualbull Predictablebull Intelligent bull Inquisitive bull Impatientbull Busy

PEOPLE AREPEOPLE ARE

SixServingMen 6smcoukTuesday 01 May 2012

Page 39

DESIGN ACTIVITIES ISO GUIDELINES

Produce design solutions

3

Evaluate the Design4

Design solution Meets user Requirements

5

Specify User Requirements

2

Understand amp Specify the Context

1

SixServingMen 6smcoukTuesday 01 May 2012

Page 40

TESTING - EMAIL ndash DECISION TREES

SixServingMen 6smcoukTuesday 01 May 2012

Page 41

At no time while I am helping you will your problem become my problem

The instant your problem becomes mine you will no longer have a problem

I cannot help someone who hasnt got a problem

You may ask my help at any appointed time and we will make a joint determination of what the next move will be and who will make it

ONCKEN AND WASS 1974 - MONKEYS

512012

THEORYhelliphelliphellipTHEORYhelliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 42

1 Monkeys should be fed or shot 2 The monkey population should

be kept below the maximum number that the manager has time to feed

3 Monkeys should be fed by appointment only

4 Monkeys shall be fed face to face or by telephone but not in writing

5 Every monkey should have an assigned next feeding time amp degree of initiative

FIVE ACTIONS TO TAKE FIVE ACTIONS TO TAKE

MANAGING MONKEYS

bull GO FOR READY AIM FIRE NOT

READY FIREhelliphellip AIM

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 43

Confidential

RELEVANCE OF EMAIL

SixServingMen 6smcoukTuesday 01 May 2012

Page 44

Memail - WIIFM

512012

1 Whatrsquos in it for Youbull Confirm the email goalbull Prioritise the actions desired

2 Help me do what you want 3 Zero based email design4 Trust ndash Donrsquot break it5 Test 6 Review amp Refine

WHATrsquoS IN IT FOR ME WHATrsquoS IN IT FOR ME

SixServingMen 6smcoukTuesday 01 May 2012

Page 45

Gestalt = Pattern

1 Proximity2 Closure3 Similarity4 Continuity5 Enclosure6 Connection

GESTALT SCHOOL OF PSYCHOLOGY

bull UNDERSTAND HOW AND WHY SOMETHING WORKS ndash NOT JUST THAT IT HAS WORKED

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 46

6smcouk SixServingMen

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

512012

GESTALT SCHOOL OF PSYCHOLOGY

SixServingMen 6smcoukTuesday 01 May 2012

Page 47

DATA INK RATIO

The ink presentsData or InformationNot data or not Information = Noise

THEORYhelliphelliphellipTHEORYhelliphelliphellip

bull PIXELS RATHER THAN INK

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 48

SixServingMen 6smcoukTuesday 01 May 2012

Page 49

6smcouk SixServingMen512012

British Tennis Membership

SixServingMen 6smcoukTuesday 01 May 2012

Page 50

Twitter Newsletter ndash Edition 1

SixServingMen 6smcoukTuesday 01 May 2012

Page 51

6smcouk SixServingMen512012

Sign up to personal training by Direct Debit and enjoy one session absolutely free

SixServingMen 6smcoukTuesday 01 May 2012

Page 52

B2B Marketing introducing Vocus special offer Get a free pound25 MampS voucher for 30 minutes of your time

512012

SixServingMen 6smcoukTuesday 01 May 2012

Page 53

6smcouk SixServingMen512012

Image What does your email say about you

SixServingMen 6smcoukTuesday 01 May 2012

Page 54

Last Chance for online offers

SixServingMen 6smcoukTuesday 01 May 2012

Page 55

EXPECTATION - HOW SOON IS SOON

SixServingMen 6smcoukTuesday 01 May 2012

Page 56

DATA PROTECTION LANDSCAPE25TH JAN 2012 DATA PROTECTION

bull RIGHTS OF THE DATA SUBJECT

bull CONTROLLER AND PROCESSOR

bull TRANSFER OF PERSONAL DATA TO THIRD COUNTRIES OR INTERNATIONAL ORGANISATIONS

bull INDEPENDENT SUPERVISORY AUTHORITIES

bull CO-OPERATION amp CONSISTENCY

bull REMEDIES LIABILITY amp SANCTIONS

bull DELEGATED ACTS amp IMPLEMENTING ACTS

CHAPTERSCHAPTERS

SixServingMen 6smcoukTuesday 01 May 2012

Page 57

SO WHAT

1

VALUE EMAIL2

SEGMENT ndash

MEASURE

AND MONITOR3

GET INTO ldquoWHATrsquoS IN IT

FOR US rdquo

PLANNING4

TEST

5

LISTEN AND REFINE APPROPRIATELY

ACTION POINTSACTION POINTS

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

QUESTIONS

Stefan Elliottstefelliott6smcouk

SixServingMenStef_Elliott

Coffee breakhellip

The next session starts at 340

Re-engagement CampaignsJames Bunting

DMA Email Customer Lifecycle ndash Manchester 19th AprilRe-engaging Lapsed amp Lost Customers

Re-engagement CampaignsJames Bunting

Agenda

What do we mean by lsquowinning customers backrsquo

Re-engaging lapsed and lost subscribers

The benefits of re-engaging lapsed subscribers

The principles of a re-engagement campaign

Automation

Summary

Re-engagement CampaignsJames Bunting

What do we mean by lsquowinning customers backrsquo

Recipients can become unresponsive ndash re-engagement campaigns set out to email the disengaged customers and encourage them to respond to emails again

Re-engagement CampaignsJames Bunting

The benefits of re-engaging lapsed subscribers

Increase open and click rates

Increase conversions

Identify inactive amp dormant subscribers ndash full understanding of your data

Yoursquove spent money acquiring the email address so why lose itIts easier to retain an existing subscriber than find a new one

Re-engagement CampaignsJames Bunting

what is your average open rate

30

Re-engagement CampaignsJames Bunting

Re-engaging lapsed and lost subscribers

What is your average open rate 3070 are lapsed or lost subscribers

Review what you are currently doing

Look at what you are doing and what you want to achieveList out the communications you send by type and messageMap out your customer lifecycle ndash what are the stages the buying processes entry exit and customer touch pointsHow do these correspond to the frequency type and message you are sending

Re-engagement CampaignsJames Bunting

Define interaction and behavioural activity

Define inactive and dormant contactsConsider why someone may have become dormantDivide the list into those that have

not opened an email in the last x monthsnot purchased in the last x months

Important to segment the inactivity furtherSeparate recipients who have been active at some time in their history and made a purchase from those who are truly inactive and have not made a purchaseIt is important that different messages are sent to these different groups

Segment on non-activity

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 25: DMA North: Email customer lifecycle

SixServingMen 6smcoukTuesday 01 May 2012

Page 25

Why to Do 3

Where When Who - IntroductionsWhere When Who - Introductions1

Why What How 2

AGENDA

How to Do 4

What to Do 5

Questions

SixServingMen 6smcoukTuesday 01 May 2012

Page 26

100+ million websites

WHY EMAIL IS IMPORTANT

SixServingMen 6smcoukTuesday 01 May 2012

Page 27

Indirect

DIGITAL TRAFFIC - LANDSCAPE

Direct

3rd party referral sites

Social Media

Search

External SitesPartner Sites Suppliers Professional Bodies Affiliates Other helliphelliphellip

Visitors have multiple entry points and objectives for using your Digital assets Visitors have multiple entry points and objectives for using your Digital assets

SixServingMen 6smcoukTuesday 01 May 2012

Page 28

DIGITAL GOALS

Who

Tuesday 01 May 2012 Confidential

Why

How When What Where

SixServingMen 6smcoukTuesday 01 May 2012

Page 29

WHO ARE YOUR AUDIENCE

SixServingMen 6smcoukTuesday 01 May 2012

Page 30

AUDIENCE ENGAGEMENT MAP

Your capability to enhance engagement through targeted interaction is dictated by your ability to initiate stimulate effective communication

SixServingMen 6smcoukTuesday 01 May 2012

Page 31

LEVEL OF INTERACTION DEGREE OF ENGAGEMENT

bull Read watchbull Printbull Copybull Download

bull Read watchbull Printbull Copybull Download

bull Blog Commentbull Upload photosbull Videos

bull Blog Commentbull Upload photosbull Videos

Further contactbull Email

Connectbull Facebookbull Twitter etcbull Forward to a friend

Further contactbull Email

Connectbull Facebookbull Twitter etcbull Forward to a friend

BuyBuy

bull Dialogue in Forumbull On Line chatbull Dialogue in Forumbull On Line chat

bull Contact formbull emailbull Telephone

bull Contact formbull emailbull Telephone

ACTIVEPASSIVE

SixServingMen 6smcoukTuesday 01 May 2012

Page 32

MEASURES OF ENGAGEMENT Actions metrics KPIs1 Time spent on key pages2 Time spent on site (by source by entry page)3 Personalisation (pages display theme)4 Key page activity (post-activity)5 Alerts (register and response rates by channel CTR post click activity)6 Bookmarks (onsite offsite)7 Write Comments8 Download Articles PDFrsquos9 Email subscriptions10 Fans (become a fan of something someone)11 Favourites (add an item to favourites)12 Provide Feedback (via the site)13 Followers (follow something someone)14 Forward to a friend15 Groups (create join total number of groups group activity)16 Install widget (on a blog page Facebook etc)17 Invite Refer (a friend)18 Love Like this (a simpler form of rating something)19 Messaging (onsite)20 Submit Posts21 Set up Provide Profile (eg update avatar bio email etc)22 Print page23 Submit Ratings24 Registered users (new total active dormant churn)25 Report spam abuse26 Reviews27 Social media sharing participation (activity on key social media sites eg Facebook Twitter Digg etc)28 Testimonials29 Total contributors (and active contributors)30 Uploads (add an item eg articles links images videos)31 Views (videos ads rich images)32 Widgets (number of new widgets users embedded widgets)33 Wishlists (save an item to wishlist)34helliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 33

DRUNKEN MENrsquoS LAMP POSTS

He uses statistics as a drunken man uses lamp posts - for

support rather than illumination - Andrew

Lang

LAMP POSTS LAMP POSTS

SixServingMen 6smcoukTuesday 01 May 2012

Page 34

WYSIWYG ndash WHAT YOU SEE IS WHAT YOU GET

1 Gather Lots but only present bull The metrics that are positive bull Easy to manage metrics

2 Present bull Many metricsbull Extremely precise numbersbull Them quickly

3 Compare Metrics out of context4 Put them into really good looking

charts (3D movement multiple colours graphics etc)

STROKE ME METRICS STROKE ME METRICS

Never Ever try to educate your management business on the small number of key drivers for your business

If you are simple amp clearer they will understand how to think about your activity

They may even ask for the same data

This destroys your future ability to keep your metrics ldquofeel goodldquo

DONrsquoTDONrsquoT

bull WHAT YOU MEASURE amp REWARD IS WHAT YOU GET

bull ESTABLISH USER ENGAGEMENT METRICS ndash TIME

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 35

ENGAGEMENT = VALUE

SixServingMen 6smcoukTuesday 01 May 2012

Page 36

MEASURE

SixServingMen 6smcoukTuesday 01 May 2012

Page 37

ON THE INTERNET NOBODY KNOWS YOUrsquoRE A DOG

July 5th 1993 cartoon in the New Yorker

bull Care that you are a dog

bull Know what type of dog you are

bull Treat you like a dog if you are one

DO EMAIL MARKETERS DO EMAIL MARKETERS

bull SEGMENT YOUR DATABASE

bull VALUE YOUR DATABASEbull MONITOR VALUE OVER

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 38

WHATrsquoS THE SOLUTION WHENhelliphelliphellip

512012

bull Lazy bull Overloaded bull Habitualbull Predictablebull Intelligent bull Inquisitive bull Impatientbull Busy

PEOPLE AREPEOPLE ARE

SixServingMen 6smcoukTuesday 01 May 2012

Page 39

DESIGN ACTIVITIES ISO GUIDELINES

Produce design solutions

3

Evaluate the Design4

Design solution Meets user Requirements

5

Specify User Requirements

2

Understand amp Specify the Context

1

SixServingMen 6smcoukTuesday 01 May 2012

Page 40

TESTING - EMAIL ndash DECISION TREES

SixServingMen 6smcoukTuesday 01 May 2012

Page 41

At no time while I am helping you will your problem become my problem

The instant your problem becomes mine you will no longer have a problem

I cannot help someone who hasnt got a problem

You may ask my help at any appointed time and we will make a joint determination of what the next move will be and who will make it

ONCKEN AND WASS 1974 - MONKEYS

512012

THEORYhelliphelliphellipTHEORYhelliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 42

1 Monkeys should be fed or shot 2 The monkey population should

be kept below the maximum number that the manager has time to feed

3 Monkeys should be fed by appointment only

4 Monkeys shall be fed face to face or by telephone but not in writing

5 Every monkey should have an assigned next feeding time amp degree of initiative

FIVE ACTIONS TO TAKE FIVE ACTIONS TO TAKE

MANAGING MONKEYS

bull GO FOR READY AIM FIRE NOT

READY FIREhelliphellip AIM

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 43

Confidential

RELEVANCE OF EMAIL

SixServingMen 6smcoukTuesday 01 May 2012

Page 44

Memail - WIIFM

512012

1 Whatrsquos in it for Youbull Confirm the email goalbull Prioritise the actions desired

2 Help me do what you want 3 Zero based email design4 Trust ndash Donrsquot break it5 Test 6 Review amp Refine

WHATrsquoS IN IT FOR ME WHATrsquoS IN IT FOR ME

SixServingMen 6smcoukTuesday 01 May 2012

Page 45

Gestalt = Pattern

1 Proximity2 Closure3 Similarity4 Continuity5 Enclosure6 Connection

GESTALT SCHOOL OF PSYCHOLOGY

bull UNDERSTAND HOW AND WHY SOMETHING WORKS ndash NOT JUST THAT IT HAS WORKED

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 46

6smcouk SixServingMen

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

512012

GESTALT SCHOOL OF PSYCHOLOGY

SixServingMen 6smcoukTuesday 01 May 2012

Page 47

DATA INK RATIO

The ink presentsData or InformationNot data or not Information = Noise

THEORYhelliphelliphellipTHEORYhelliphelliphellip

bull PIXELS RATHER THAN INK

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 48

SixServingMen 6smcoukTuesday 01 May 2012

Page 49

6smcouk SixServingMen512012

British Tennis Membership

SixServingMen 6smcoukTuesday 01 May 2012

Page 50

Twitter Newsletter ndash Edition 1

SixServingMen 6smcoukTuesday 01 May 2012

Page 51

6smcouk SixServingMen512012

Sign up to personal training by Direct Debit and enjoy one session absolutely free

SixServingMen 6smcoukTuesday 01 May 2012

Page 52

B2B Marketing introducing Vocus special offer Get a free pound25 MampS voucher for 30 minutes of your time

512012

SixServingMen 6smcoukTuesday 01 May 2012

Page 53

6smcouk SixServingMen512012

Image What does your email say about you

SixServingMen 6smcoukTuesday 01 May 2012

Page 54

Last Chance for online offers

SixServingMen 6smcoukTuesday 01 May 2012

Page 55

EXPECTATION - HOW SOON IS SOON

SixServingMen 6smcoukTuesday 01 May 2012

Page 56

DATA PROTECTION LANDSCAPE25TH JAN 2012 DATA PROTECTION

bull RIGHTS OF THE DATA SUBJECT

bull CONTROLLER AND PROCESSOR

bull TRANSFER OF PERSONAL DATA TO THIRD COUNTRIES OR INTERNATIONAL ORGANISATIONS

bull INDEPENDENT SUPERVISORY AUTHORITIES

bull CO-OPERATION amp CONSISTENCY

bull REMEDIES LIABILITY amp SANCTIONS

bull DELEGATED ACTS amp IMPLEMENTING ACTS

CHAPTERSCHAPTERS

SixServingMen 6smcoukTuesday 01 May 2012

Page 57

SO WHAT

1

VALUE EMAIL2

SEGMENT ndash

MEASURE

AND MONITOR3

GET INTO ldquoWHATrsquoS IN IT

FOR US rdquo

PLANNING4

TEST

5

LISTEN AND REFINE APPROPRIATELY

ACTION POINTSACTION POINTS

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

QUESTIONS

Stefan Elliottstefelliott6smcouk

SixServingMenStef_Elliott

Coffee breakhellip

The next session starts at 340

Re-engagement CampaignsJames Bunting

DMA Email Customer Lifecycle ndash Manchester 19th AprilRe-engaging Lapsed amp Lost Customers

Re-engagement CampaignsJames Bunting

Agenda

What do we mean by lsquowinning customers backrsquo

Re-engaging lapsed and lost subscribers

The benefits of re-engaging lapsed subscribers

The principles of a re-engagement campaign

Automation

Summary

Re-engagement CampaignsJames Bunting

What do we mean by lsquowinning customers backrsquo

Recipients can become unresponsive ndash re-engagement campaigns set out to email the disengaged customers and encourage them to respond to emails again

Re-engagement CampaignsJames Bunting

The benefits of re-engaging lapsed subscribers

Increase open and click rates

Increase conversions

Identify inactive amp dormant subscribers ndash full understanding of your data

Yoursquove spent money acquiring the email address so why lose itIts easier to retain an existing subscriber than find a new one

Re-engagement CampaignsJames Bunting

what is your average open rate

30

Re-engagement CampaignsJames Bunting

Re-engaging lapsed and lost subscribers

What is your average open rate 3070 are lapsed or lost subscribers

Review what you are currently doing

Look at what you are doing and what you want to achieveList out the communications you send by type and messageMap out your customer lifecycle ndash what are the stages the buying processes entry exit and customer touch pointsHow do these correspond to the frequency type and message you are sending

Re-engagement CampaignsJames Bunting

Define interaction and behavioural activity

Define inactive and dormant contactsConsider why someone may have become dormantDivide the list into those that have

not opened an email in the last x monthsnot purchased in the last x months

Important to segment the inactivity furtherSeparate recipients who have been active at some time in their history and made a purchase from those who are truly inactive and have not made a purchaseIt is important that different messages are sent to these different groups

Segment on non-activity

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 26: DMA North: Email customer lifecycle

SixServingMen 6smcoukTuesday 01 May 2012

Page 26

100+ million websites

WHY EMAIL IS IMPORTANT

SixServingMen 6smcoukTuesday 01 May 2012

Page 27

Indirect

DIGITAL TRAFFIC - LANDSCAPE

Direct

3rd party referral sites

Social Media

Search

External SitesPartner Sites Suppliers Professional Bodies Affiliates Other helliphelliphellip

Visitors have multiple entry points and objectives for using your Digital assets Visitors have multiple entry points and objectives for using your Digital assets

SixServingMen 6smcoukTuesday 01 May 2012

Page 28

DIGITAL GOALS

Who

Tuesday 01 May 2012 Confidential

Why

How When What Where

SixServingMen 6smcoukTuesday 01 May 2012

Page 29

WHO ARE YOUR AUDIENCE

SixServingMen 6smcoukTuesday 01 May 2012

Page 30

AUDIENCE ENGAGEMENT MAP

Your capability to enhance engagement through targeted interaction is dictated by your ability to initiate stimulate effective communication

SixServingMen 6smcoukTuesday 01 May 2012

Page 31

LEVEL OF INTERACTION DEGREE OF ENGAGEMENT

bull Read watchbull Printbull Copybull Download

bull Read watchbull Printbull Copybull Download

bull Blog Commentbull Upload photosbull Videos

bull Blog Commentbull Upload photosbull Videos

Further contactbull Email

Connectbull Facebookbull Twitter etcbull Forward to a friend

Further contactbull Email

Connectbull Facebookbull Twitter etcbull Forward to a friend

BuyBuy

bull Dialogue in Forumbull On Line chatbull Dialogue in Forumbull On Line chat

bull Contact formbull emailbull Telephone

bull Contact formbull emailbull Telephone

ACTIVEPASSIVE

SixServingMen 6smcoukTuesday 01 May 2012

Page 32

MEASURES OF ENGAGEMENT Actions metrics KPIs1 Time spent on key pages2 Time spent on site (by source by entry page)3 Personalisation (pages display theme)4 Key page activity (post-activity)5 Alerts (register and response rates by channel CTR post click activity)6 Bookmarks (onsite offsite)7 Write Comments8 Download Articles PDFrsquos9 Email subscriptions10 Fans (become a fan of something someone)11 Favourites (add an item to favourites)12 Provide Feedback (via the site)13 Followers (follow something someone)14 Forward to a friend15 Groups (create join total number of groups group activity)16 Install widget (on a blog page Facebook etc)17 Invite Refer (a friend)18 Love Like this (a simpler form of rating something)19 Messaging (onsite)20 Submit Posts21 Set up Provide Profile (eg update avatar bio email etc)22 Print page23 Submit Ratings24 Registered users (new total active dormant churn)25 Report spam abuse26 Reviews27 Social media sharing participation (activity on key social media sites eg Facebook Twitter Digg etc)28 Testimonials29 Total contributors (and active contributors)30 Uploads (add an item eg articles links images videos)31 Views (videos ads rich images)32 Widgets (number of new widgets users embedded widgets)33 Wishlists (save an item to wishlist)34helliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 33

DRUNKEN MENrsquoS LAMP POSTS

He uses statistics as a drunken man uses lamp posts - for

support rather than illumination - Andrew

Lang

LAMP POSTS LAMP POSTS

SixServingMen 6smcoukTuesday 01 May 2012

Page 34

WYSIWYG ndash WHAT YOU SEE IS WHAT YOU GET

1 Gather Lots but only present bull The metrics that are positive bull Easy to manage metrics

2 Present bull Many metricsbull Extremely precise numbersbull Them quickly

3 Compare Metrics out of context4 Put them into really good looking

charts (3D movement multiple colours graphics etc)

STROKE ME METRICS STROKE ME METRICS

Never Ever try to educate your management business on the small number of key drivers for your business

If you are simple amp clearer they will understand how to think about your activity

They may even ask for the same data

This destroys your future ability to keep your metrics ldquofeel goodldquo

DONrsquoTDONrsquoT

bull WHAT YOU MEASURE amp REWARD IS WHAT YOU GET

bull ESTABLISH USER ENGAGEMENT METRICS ndash TIME

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 35

ENGAGEMENT = VALUE

SixServingMen 6smcoukTuesday 01 May 2012

Page 36

MEASURE

SixServingMen 6smcoukTuesday 01 May 2012

Page 37

ON THE INTERNET NOBODY KNOWS YOUrsquoRE A DOG

July 5th 1993 cartoon in the New Yorker

bull Care that you are a dog

bull Know what type of dog you are

bull Treat you like a dog if you are one

DO EMAIL MARKETERS DO EMAIL MARKETERS

bull SEGMENT YOUR DATABASE

bull VALUE YOUR DATABASEbull MONITOR VALUE OVER

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 38

WHATrsquoS THE SOLUTION WHENhelliphelliphellip

512012

bull Lazy bull Overloaded bull Habitualbull Predictablebull Intelligent bull Inquisitive bull Impatientbull Busy

PEOPLE AREPEOPLE ARE

SixServingMen 6smcoukTuesday 01 May 2012

Page 39

DESIGN ACTIVITIES ISO GUIDELINES

Produce design solutions

3

Evaluate the Design4

Design solution Meets user Requirements

5

Specify User Requirements

2

Understand amp Specify the Context

1

SixServingMen 6smcoukTuesday 01 May 2012

Page 40

TESTING - EMAIL ndash DECISION TREES

SixServingMen 6smcoukTuesday 01 May 2012

Page 41

At no time while I am helping you will your problem become my problem

The instant your problem becomes mine you will no longer have a problem

I cannot help someone who hasnt got a problem

You may ask my help at any appointed time and we will make a joint determination of what the next move will be and who will make it

ONCKEN AND WASS 1974 - MONKEYS

512012

THEORYhelliphelliphellipTHEORYhelliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 42

1 Monkeys should be fed or shot 2 The monkey population should

be kept below the maximum number that the manager has time to feed

3 Monkeys should be fed by appointment only

4 Monkeys shall be fed face to face or by telephone but not in writing

5 Every monkey should have an assigned next feeding time amp degree of initiative

FIVE ACTIONS TO TAKE FIVE ACTIONS TO TAKE

MANAGING MONKEYS

bull GO FOR READY AIM FIRE NOT

READY FIREhelliphellip AIM

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 43

Confidential

RELEVANCE OF EMAIL

SixServingMen 6smcoukTuesday 01 May 2012

Page 44

Memail - WIIFM

512012

1 Whatrsquos in it for Youbull Confirm the email goalbull Prioritise the actions desired

2 Help me do what you want 3 Zero based email design4 Trust ndash Donrsquot break it5 Test 6 Review amp Refine

WHATrsquoS IN IT FOR ME WHATrsquoS IN IT FOR ME

SixServingMen 6smcoukTuesday 01 May 2012

Page 45

Gestalt = Pattern

1 Proximity2 Closure3 Similarity4 Continuity5 Enclosure6 Connection

GESTALT SCHOOL OF PSYCHOLOGY

bull UNDERSTAND HOW AND WHY SOMETHING WORKS ndash NOT JUST THAT IT HAS WORKED

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 46

6smcouk SixServingMen

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

512012

GESTALT SCHOOL OF PSYCHOLOGY

SixServingMen 6smcoukTuesday 01 May 2012

Page 47

DATA INK RATIO

The ink presentsData or InformationNot data or not Information = Noise

THEORYhelliphelliphellipTHEORYhelliphelliphellip

bull PIXELS RATHER THAN INK

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 48

SixServingMen 6smcoukTuesday 01 May 2012

Page 49

6smcouk SixServingMen512012

British Tennis Membership

SixServingMen 6smcoukTuesday 01 May 2012

Page 50

Twitter Newsletter ndash Edition 1

SixServingMen 6smcoukTuesday 01 May 2012

Page 51

6smcouk SixServingMen512012

Sign up to personal training by Direct Debit and enjoy one session absolutely free

SixServingMen 6smcoukTuesday 01 May 2012

Page 52

B2B Marketing introducing Vocus special offer Get a free pound25 MampS voucher for 30 minutes of your time

512012

SixServingMen 6smcoukTuesday 01 May 2012

Page 53

6smcouk SixServingMen512012

Image What does your email say about you

SixServingMen 6smcoukTuesday 01 May 2012

Page 54

Last Chance for online offers

SixServingMen 6smcoukTuesday 01 May 2012

Page 55

EXPECTATION - HOW SOON IS SOON

SixServingMen 6smcoukTuesday 01 May 2012

Page 56

DATA PROTECTION LANDSCAPE25TH JAN 2012 DATA PROTECTION

bull RIGHTS OF THE DATA SUBJECT

bull CONTROLLER AND PROCESSOR

bull TRANSFER OF PERSONAL DATA TO THIRD COUNTRIES OR INTERNATIONAL ORGANISATIONS

bull INDEPENDENT SUPERVISORY AUTHORITIES

bull CO-OPERATION amp CONSISTENCY

bull REMEDIES LIABILITY amp SANCTIONS

bull DELEGATED ACTS amp IMPLEMENTING ACTS

CHAPTERSCHAPTERS

SixServingMen 6smcoukTuesday 01 May 2012

Page 57

SO WHAT

1

VALUE EMAIL2

SEGMENT ndash

MEASURE

AND MONITOR3

GET INTO ldquoWHATrsquoS IN IT

FOR US rdquo

PLANNING4

TEST

5

LISTEN AND REFINE APPROPRIATELY

ACTION POINTSACTION POINTS

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

QUESTIONS

Stefan Elliottstefelliott6smcouk

SixServingMenStef_Elliott

Coffee breakhellip

The next session starts at 340

Re-engagement CampaignsJames Bunting

DMA Email Customer Lifecycle ndash Manchester 19th AprilRe-engaging Lapsed amp Lost Customers

Re-engagement CampaignsJames Bunting

Agenda

What do we mean by lsquowinning customers backrsquo

Re-engaging lapsed and lost subscribers

The benefits of re-engaging lapsed subscribers

The principles of a re-engagement campaign

Automation

Summary

Re-engagement CampaignsJames Bunting

What do we mean by lsquowinning customers backrsquo

Recipients can become unresponsive ndash re-engagement campaigns set out to email the disengaged customers and encourage them to respond to emails again

Re-engagement CampaignsJames Bunting

The benefits of re-engaging lapsed subscribers

Increase open and click rates

Increase conversions

Identify inactive amp dormant subscribers ndash full understanding of your data

Yoursquove spent money acquiring the email address so why lose itIts easier to retain an existing subscriber than find a new one

Re-engagement CampaignsJames Bunting

what is your average open rate

30

Re-engagement CampaignsJames Bunting

Re-engaging lapsed and lost subscribers

What is your average open rate 3070 are lapsed or lost subscribers

Review what you are currently doing

Look at what you are doing and what you want to achieveList out the communications you send by type and messageMap out your customer lifecycle ndash what are the stages the buying processes entry exit and customer touch pointsHow do these correspond to the frequency type and message you are sending

Re-engagement CampaignsJames Bunting

Define interaction and behavioural activity

Define inactive and dormant contactsConsider why someone may have become dormantDivide the list into those that have

not opened an email in the last x monthsnot purchased in the last x months

Important to segment the inactivity furtherSeparate recipients who have been active at some time in their history and made a purchase from those who are truly inactive and have not made a purchaseIt is important that different messages are sent to these different groups

Segment on non-activity

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 27: DMA North: Email customer lifecycle

SixServingMen 6smcoukTuesday 01 May 2012

Page 27

Indirect

DIGITAL TRAFFIC - LANDSCAPE

Direct

3rd party referral sites

Social Media

Search

External SitesPartner Sites Suppliers Professional Bodies Affiliates Other helliphelliphellip

Visitors have multiple entry points and objectives for using your Digital assets Visitors have multiple entry points and objectives for using your Digital assets

SixServingMen 6smcoukTuesday 01 May 2012

Page 28

DIGITAL GOALS

Who

Tuesday 01 May 2012 Confidential

Why

How When What Where

SixServingMen 6smcoukTuesday 01 May 2012

Page 29

WHO ARE YOUR AUDIENCE

SixServingMen 6smcoukTuesday 01 May 2012

Page 30

AUDIENCE ENGAGEMENT MAP

Your capability to enhance engagement through targeted interaction is dictated by your ability to initiate stimulate effective communication

SixServingMen 6smcoukTuesday 01 May 2012

Page 31

LEVEL OF INTERACTION DEGREE OF ENGAGEMENT

bull Read watchbull Printbull Copybull Download

bull Read watchbull Printbull Copybull Download

bull Blog Commentbull Upload photosbull Videos

bull Blog Commentbull Upload photosbull Videos

Further contactbull Email

Connectbull Facebookbull Twitter etcbull Forward to a friend

Further contactbull Email

Connectbull Facebookbull Twitter etcbull Forward to a friend

BuyBuy

bull Dialogue in Forumbull On Line chatbull Dialogue in Forumbull On Line chat

bull Contact formbull emailbull Telephone

bull Contact formbull emailbull Telephone

ACTIVEPASSIVE

SixServingMen 6smcoukTuesday 01 May 2012

Page 32

MEASURES OF ENGAGEMENT Actions metrics KPIs1 Time spent on key pages2 Time spent on site (by source by entry page)3 Personalisation (pages display theme)4 Key page activity (post-activity)5 Alerts (register and response rates by channel CTR post click activity)6 Bookmarks (onsite offsite)7 Write Comments8 Download Articles PDFrsquos9 Email subscriptions10 Fans (become a fan of something someone)11 Favourites (add an item to favourites)12 Provide Feedback (via the site)13 Followers (follow something someone)14 Forward to a friend15 Groups (create join total number of groups group activity)16 Install widget (on a blog page Facebook etc)17 Invite Refer (a friend)18 Love Like this (a simpler form of rating something)19 Messaging (onsite)20 Submit Posts21 Set up Provide Profile (eg update avatar bio email etc)22 Print page23 Submit Ratings24 Registered users (new total active dormant churn)25 Report spam abuse26 Reviews27 Social media sharing participation (activity on key social media sites eg Facebook Twitter Digg etc)28 Testimonials29 Total contributors (and active contributors)30 Uploads (add an item eg articles links images videos)31 Views (videos ads rich images)32 Widgets (number of new widgets users embedded widgets)33 Wishlists (save an item to wishlist)34helliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 33

DRUNKEN MENrsquoS LAMP POSTS

He uses statistics as a drunken man uses lamp posts - for

support rather than illumination - Andrew

Lang

LAMP POSTS LAMP POSTS

SixServingMen 6smcoukTuesday 01 May 2012

Page 34

WYSIWYG ndash WHAT YOU SEE IS WHAT YOU GET

1 Gather Lots but only present bull The metrics that are positive bull Easy to manage metrics

2 Present bull Many metricsbull Extremely precise numbersbull Them quickly

3 Compare Metrics out of context4 Put them into really good looking

charts (3D movement multiple colours graphics etc)

STROKE ME METRICS STROKE ME METRICS

Never Ever try to educate your management business on the small number of key drivers for your business

If you are simple amp clearer they will understand how to think about your activity

They may even ask for the same data

This destroys your future ability to keep your metrics ldquofeel goodldquo

DONrsquoTDONrsquoT

bull WHAT YOU MEASURE amp REWARD IS WHAT YOU GET

bull ESTABLISH USER ENGAGEMENT METRICS ndash TIME

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 35

ENGAGEMENT = VALUE

SixServingMen 6smcoukTuesday 01 May 2012

Page 36

MEASURE

SixServingMen 6smcoukTuesday 01 May 2012

Page 37

ON THE INTERNET NOBODY KNOWS YOUrsquoRE A DOG

July 5th 1993 cartoon in the New Yorker

bull Care that you are a dog

bull Know what type of dog you are

bull Treat you like a dog if you are one

DO EMAIL MARKETERS DO EMAIL MARKETERS

bull SEGMENT YOUR DATABASE

bull VALUE YOUR DATABASEbull MONITOR VALUE OVER

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 38

WHATrsquoS THE SOLUTION WHENhelliphelliphellip

512012

bull Lazy bull Overloaded bull Habitualbull Predictablebull Intelligent bull Inquisitive bull Impatientbull Busy

PEOPLE AREPEOPLE ARE

SixServingMen 6smcoukTuesday 01 May 2012

Page 39

DESIGN ACTIVITIES ISO GUIDELINES

Produce design solutions

3

Evaluate the Design4

Design solution Meets user Requirements

5

Specify User Requirements

2

Understand amp Specify the Context

1

SixServingMen 6smcoukTuesday 01 May 2012

Page 40

TESTING - EMAIL ndash DECISION TREES

SixServingMen 6smcoukTuesday 01 May 2012

Page 41

At no time while I am helping you will your problem become my problem

The instant your problem becomes mine you will no longer have a problem

I cannot help someone who hasnt got a problem

You may ask my help at any appointed time and we will make a joint determination of what the next move will be and who will make it

ONCKEN AND WASS 1974 - MONKEYS

512012

THEORYhelliphelliphellipTHEORYhelliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 42

1 Monkeys should be fed or shot 2 The monkey population should

be kept below the maximum number that the manager has time to feed

3 Monkeys should be fed by appointment only

4 Monkeys shall be fed face to face or by telephone but not in writing

5 Every monkey should have an assigned next feeding time amp degree of initiative

FIVE ACTIONS TO TAKE FIVE ACTIONS TO TAKE

MANAGING MONKEYS

bull GO FOR READY AIM FIRE NOT

READY FIREhelliphellip AIM

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 43

Confidential

RELEVANCE OF EMAIL

SixServingMen 6smcoukTuesday 01 May 2012

Page 44

Memail - WIIFM

512012

1 Whatrsquos in it for Youbull Confirm the email goalbull Prioritise the actions desired

2 Help me do what you want 3 Zero based email design4 Trust ndash Donrsquot break it5 Test 6 Review amp Refine

WHATrsquoS IN IT FOR ME WHATrsquoS IN IT FOR ME

SixServingMen 6smcoukTuesday 01 May 2012

Page 45

Gestalt = Pattern

1 Proximity2 Closure3 Similarity4 Continuity5 Enclosure6 Connection

GESTALT SCHOOL OF PSYCHOLOGY

bull UNDERSTAND HOW AND WHY SOMETHING WORKS ndash NOT JUST THAT IT HAS WORKED

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 46

6smcouk SixServingMen

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

512012

GESTALT SCHOOL OF PSYCHOLOGY

SixServingMen 6smcoukTuesday 01 May 2012

Page 47

DATA INK RATIO

The ink presentsData or InformationNot data or not Information = Noise

THEORYhelliphelliphellipTHEORYhelliphelliphellip

bull PIXELS RATHER THAN INK

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 48

SixServingMen 6smcoukTuesday 01 May 2012

Page 49

6smcouk SixServingMen512012

British Tennis Membership

SixServingMen 6smcoukTuesday 01 May 2012

Page 50

Twitter Newsletter ndash Edition 1

SixServingMen 6smcoukTuesday 01 May 2012

Page 51

6smcouk SixServingMen512012

Sign up to personal training by Direct Debit and enjoy one session absolutely free

SixServingMen 6smcoukTuesday 01 May 2012

Page 52

B2B Marketing introducing Vocus special offer Get a free pound25 MampS voucher for 30 minutes of your time

512012

SixServingMen 6smcoukTuesday 01 May 2012

Page 53

6smcouk SixServingMen512012

Image What does your email say about you

SixServingMen 6smcoukTuesday 01 May 2012

Page 54

Last Chance for online offers

SixServingMen 6smcoukTuesday 01 May 2012

Page 55

EXPECTATION - HOW SOON IS SOON

SixServingMen 6smcoukTuesday 01 May 2012

Page 56

DATA PROTECTION LANDSCAPE25TH JAN 2012 DATA PROTECTION

bull RIGHTS OF THE DATA SUBJECT

bull CONTROLLER AND PROCESSOR

bull TRANSFER OF PERSONAL DATA TO THIRD COUNTRIES OR INTERNATIONAL ORGANISATIONS

bull INDEPENDENT SUPERVISORY AUTHORITIES

bull CO-OPERATION amp CONSISTENCY

bull REMEDIES LIABILITY amp SANCTIONS

bull DELEGATED ACTS amp IMPLEMENTING ACTS

CHAPTERSCHAPTERS

SixServingMen 6smcoukTuesday 01 May 2012

Page 57

SO WHAT

1

VALUE EMAIL2

SEGMENT ndash

MEASURE

AND MONITOR3

GET INTO ldquoWHATrsquoS IN IT

FOR US rdquo

PLANNING4

TEST

5

LISTEN AND REFINE APPROPRIATELY

ACTION POINTSACTION POINTS

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

QUESTIONS

Stefan Elliottstefelliott6smcouk

SixServingMenStef_Elliott

Coffee breakhellip

The next session starts at 340

Re-engagement CampaignsJames Bunting

DMA Email Customer Lifecycle ndash Manchester 19th AprilRe-engaging Lapsed amp Lost Customers

Re-engagement CampaignsJames Bunting

Agenda

What do we mean by lsquowinning customers backrsquo

Re-engaging lapsed and lost subscribers

The benefits of re-engaging lapsed subscribers

The principles of a re-engagement campaign

Automation

Summary

Re-engagement CampaignsJames Bunting

What do we mean by lsquowinning customers backrsquo

Recipients can become unresponsive ndash re-engagement campaigns set out to email the disengaged customers and encourage them to respond to emails again

Re-engagement CampaignsJames Bunting

The benefits of re-engaging lapsed subscribers

Increase open and click rates

Increase conversions

Identify inactive amp dormant subscribers ndash full understanding of your data

Yoursquove spent money acquiring the email address so why lose itIts easier to retain an existing subscriber than find a new one

Re-engagement CampaignsJames Bunting

what is your average open rate

30

Re-engagement CampaignsJames Bunting

Re-engaging lapsed and lost subscribers

What is your average open rate 3070 are lapsed or lost subscribers

Review what you are currently doing

Look at what you are doing and what you want to achieveList out the communications you send by type and messageMap out your customer lifecycle ndash what are the stages the buying processes entry exit and customer touch pointsHow do these correspond to the frequency type and message you are sending

Re-engagement CampaignsJames Bunting

Define interaction and behavioural activity

Define inactive and dormant contactsConsider why someone may have become dormantDivide the list into those that have

not opened an email in the last x monthsnot purchased in the last x months

Important to segment the inactivity furtherSeparate recipients who have been active at some time in their history and made a purchase from those who are truly inactive and have not made a purchaseIt is important that different messages are sent to these different groups

Segment on non-activity

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 28: DMA North: Email customer lifecycle

SixServingMen 6smcoukTuesday 01 May 2012

Page 28

DIGITAL GOALS

Who

Tuesday 01 May 2012 Confidential

Why

How When What Where

SixServingMen 6smcoukTuesday 01 May 2012

Page 29

WHO ARE YOUR AUDIENCE

SixServingMen 6smcoukTuesday 01 May 2012

Page 30

AUDIENCE ENGAGEMENT MAP

Your capability to enhance engagement through targeted interaction is dictated by your ability to initiate stimulate effective communication

SixServingMen 6smcoukTuesday 01 May 2012

Page 31

LEVEL OF INTERACTION DEGREE OF ENGAGEMENT

bull Read watchbull Printbull Copybull Download

bull Read watchbull Printbull Copybull Download

bull Blog Commentbull Upload photosbull Videos

bull Blog Commentbull Upload photosbull Videos

Further contactbull Email

Connectbull Facebookbull Twitter etcbull Forward to a friend

Further contactbull Email

Connectbull Facebookbull Twitter etcbull Forward to a friend

BuyBuy

bull Dialogue in Forumbull On Line chatbull Dialogue in Forumbull On Line chat

bull Contact formbull emailbull Telephone

bull Contact formbull emailbull Telephone

ACTIVEPASSIVE

SixServingMen 6smcoukTuesday 01 May 2012

Page 32

MEASURES OF ENGAGEMENT Actions metrics KPIs1 Time spent on key pages2 Time spent on site (by source by entry page)3 Personalisation (pages display theme)4 Key page activity (post-activity)5 Alerts (register and response rates by channel CTR post click activity)6 Bookmarks (onsite offsite)7 Write Comments8 Download Articles PDFrsquos9 Email subscriptions10 Fans (become a fan of something someone)11 Favourites (add an item to favourites)12 Provide Feedback (via the site)13 Followers (follow something someone)14 Forward to a friend15 Groups (create join total number of groups group activity)16 Install widget (on a blog page Facebook etc)17 Invite Refer (a friend)18 Love Like this (a simpler form of rating something)19 Messaging (onsite)20 Submit Posts21 Set up Provide Profile (eg update avatar bio email etc)22 Print page23 Submit Ratings24 Registered users (new total active dormant churn)25 Report spam abuse26 Reviews27 Social media sharing participation (activity on key social media sites eg Facebook Twitter Digg etc)28 Testimonials29 Total contributors (and active contributors)30 Uploads (add an item eg articles links images videos)31 Views (videos ads rich images)32 Widgets (number of new widgets users embedded widgets)33 Wishlists (save an item to wishlist)34helliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 33

DRUNKEN MENrsquoS LAMP POSTS

He uses statistics as a drunken man uses lamp posts - for

support rather than illumination - Andrew

Lang

LAMP POSTS LAMP POSTS

SixServingMen 6smcoukTuesday 01 May 2012

Page 34

WYSIWYG ndash WHAT YOU SEE IS WHAT YOU GET

1 Gather Lots but only present bull The metrics that are positive bull Easy to manage metrics

2 Present bull Many metricsbull Extremely precise numbersbull Them quickly

3 Compare Metrics out of context4 Put them into really good looking

charts (3D movement multiple colours graphics etc)

STROKE ME METRICS STROKE ME METRICS

Never Ever try to educate your management business on the small number of key drivers for your business

If you are simple amp clearer they will understand how to think about your activity

They may even ask for the same data

This destroys your future ability to keep your metrics ldquofeel goodldquo

DONrsquoTDONrsquoT

bull WHAT YOU MEASURE amp REWARD IS WHAT YOU GET

bull ESTABLISH USER ENGAGEMENT METRICS ndash TIME

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 35

ENGAGEMENT = VALUE

SixServingMen 6smcoukTuesday 01 May 2012

Page 36

MEASURE

SixServingMen 6smcoukTuesday 01 May 2012

Page 37

ON THE INTERNET NOBODY KNOWS YOUrsquoRE A DOG

July 5th 1993 cartoon in the New Yorker

bull Care that you are a dog

bull Know what type of dog you are

bull Treat you like a dog if you are one

DO EMAIL MARKETERS DO EMAIL MARKETERS

bull SEGMENT YOUR DATABASE

bull VALUE YOUR DATABASEbull MONITOR VALUE OVER

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 38

WHATrsquoS THE SOLUTION WHENhelliphelliphellip

512012

bull Lazy bull Overloaded bull Habitualbull Predictablebull Intelligent bull Inquisitive bull Impatientbull Busy

PEOPLE AREPEOPLE ARE

SixServingMen 6smcoukTuesday 01 May 2012

Page 39

DESIGN ACTIVITIES ISO GUIDELINES

Produce design solutions

3

Evaluate the Design4

Design solution Meets user Requirements

5

Specify User Requirements

2

Understand amp Specify the Context

1

SixServingMen 6smcoukTuesday 01 May 2012

Page 40

TESTING - EMAIL ndash DECISION TREES

SixServingMen 6smcoukTuesday 01 May 2012

Page 41

At no time while I am helping you will your problem become my problem

The instant your problem becomes mine you will no longer have a problem

I cannot help someone who hasnt got a problem

You may ask my help at any appointed time and we will make a joint determination of what the next move will be and who will make it

ONCKEN AND WASS 1974 - MONKEYS

512012

THEORYhelliphelliphellipTHEORYhelliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 42

1 Monkeys should be fed or shot 2 The monkey population should

be kept below the maximum number that the manager has time to feed

3 Monkeys should be fed by appointment only

4 Monkeys shall be fed face to face or by telephone but not in writing

5 Every monkey should have an assigned next feeding time amp degree of initiative

FIVE ACTIONS TO TAKE FIVE ACTIONS TO TAKE

MANAGING MONKEYS

bull GO FOR READY AIM FIRE NOT

READY FIREhelliphellip AIM

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 43

Confidential

RELEVANCE OF EMAIL

SixServingMen 6smcoukTuesday 01 May 2012

Page 44

Memail - WIIFM

512012

1 Whatrsquos in it for Youbull Confirm the email goalbull Prioritise the actions desired

2 Help me do what you want 3 Zero based email design4 Trust ndash Donrsquot break it5 Test 6 Review amp Refine

WHATrsquoS IN IT FOR ME WHATrsquoS IN IT FOR ME

SixServingMen 6smcoukTuesday 01 May 2012

Page 45

Gestalt = Pattern

1 Proximity2 Closure3 Similarity4 Continuity5 Enclosure6 Connection

GESTALT SCHOOL OF PSYCHOLOGY

bull UNDERSTAND HOW AND WHY SOMETHING WORKS ndash NOT JUST THAT IT HAS WORKED

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 46

6smcouk SixServingMen

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

512012

GESTALT SCHOOL OF PSYCHOLOGY

SixServingMen 6smcoukTuesday 01 May 2012

Page 47

DATA INK RATIO

The ink presentsData or InformationNot data or not Information = Noise

THEORYhelliphelliphellipTHEORYhelliphelliphellip

bull PIXELS RATHER THAN INK

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 48

SixServingMen 6smcoukTuesday 01 May 2012

Page 49

6smcouk SixServingMen512012

British Tennis Membership

SixServingMen 6smcoukTuesday 01 May 2012

Page 50

Twitter Newsletter ndash Edition 1

SixServingMen 6smcoukTuesday 01 May 2012

Page 51

6smcouk SixServingMen512012

Sign up to personal training by Direct Debit and enjoy one session absolutely free

SixServingMen 6smcoukTuesday 01 May 2012

Page 52

B2B Marketing introducing Vocus special offer Get a free pound25 MampS voucher for 30 minutes of your time

512012

SixServingMen 6smcoukTuesday 01 May 2012

Page 53

6smcouk SixServingMen512012

Image What does your email say about you

SixServingMen 6smcoukTuesday 01 May 2012

Page 54

Last Chance for online offers

SixServingMen 6smcoukTuesday 01 May 2012

Page 55

EXPECTATION - HOW SOON IS SOON

SixServingMen 6smcoukTuesday 01 May 2012

Page 56

DATA PROTECTION LANDSCAPE25TH JAN 2012 DATA PROTECTION

bull RIGHTS OF THE DATA SUBJECT

bull CONTROLLER AND PROCESSOR

bull TRANSFER OF PERSONAL DATA TO THIRD COUNTRIES OR INTERNATIONAL ORGANISATIONS

bull INDEPENDENT SUPERVISORY AUTHORITIES

bull CO-OPERATION amp CONSISTENCY

bull REMEDIES LIABILITY amp SANCTIONS

bull DELEGATED ACTS amp IMPLEMENTING ACTS

CHAPTERSCHAPTERS

SixServingMen 6smcoukTuesday 01 May 2012

Page 57

SO WHAT

1

VALUE EMAIL2

SEGMENT ndash

MEASURE

AND MONITOR3

GET INTO ldquoWHATrsquoS IN IT

FOR US rdquo

PLANNING4

TEST

5

LISTEN AND REFINE APPROPRIATELY

ACTION POINTSACTION POINTS

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

QUESTIONS

Stefan Elliottstefelliott6smcouk

SixServingMenStef_Elliott

Coffee breakhellip

The next session starts at 340

Re-engagement CampaignsJames Bunting

DMA Email Customer Lifecycle ndash Manchester 19th AprilRe-engaging Lapsed amp Lost Customers

Re-engagement CampaignsJames Bunting

Agenda

What do we mean by lsquowinning customers backrsquo

Re-engaging lapsed and lost subscribers

The benefits of re-engaging lapsed subscribers

The principles of a re-engagement campaign

Automation

Summary

Re-engagement CampaignsJames Bunting

What do we mean by lsquowinning customers backrsquo

Recipients can become unresponsive ndash re-engagement campaigns set out to email the disengaged customers and encourage them to respond to emails again

Re-engagement CampaignsJames Bunting

The benefits of re-engaging lapsed subscribers

Increase open and click rates

Increase conversions

Identify inactive amp dormant subscribers ndash full understanding of your data

Yoursquove spent money acquiring the email address so why lose itIts easier to retain an existing subscriber than find a new one

Re-engagement CampaignsJames Bunting

what is your average open rate

30

Re-engagement CampaignsJames Bunting

Re-engaging lapsed and lost subscribers

What is your average open rate 3070 are lapsed or lost subscribers

Review what you are currently doing

Look at what you are doing and what you want to achieveList out the communications you send by type and messageMap out your customer lifecycle ndash what are the stages the buying processes entry exit and customer touch pointsHow do these correspond to the frequency type and message you are sending

Re-engagement CampaignsJames Bunting

Define interaction and behavioural activity

Define inactive and dormant contactsConsider why someone may have become dormantDivide the list into those that have

not opened an email in the last x monthsnot purchased in the last x months

Important to segment the inactivity furtherSeparate recipients who have been active at some time in their history and made a purchase from those who are truly inactive and have not made a purchaseIt is important that different messages are sent to these different groups

Segment on non-activity

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 29: DMA North: Email customer lifecycle

SixServingMen 6smcoukTuesday 01 May 2012

Page 29

WHO ARE YOUR AUDIENCE

SixServingMen 6smcoukTuesday 01 May 2012

Page 30

AUDIENCE ENGAGEMENT MAP

Your capability to enhance engagement through targeted interaction is dictated by your ability to initiate stimulate effective communication

SixServingMen 6smcoukTuesday 01 May 2012

Page 31

LEVEL OF INTERACTION DEGREE OF ENGAGEMENT

bull Read watchbull Printbull Copybull Download

bull Read watchbull Printbull Copybull Download

bull Blog Commentbull Upload photosbull Videos

bull Blog Commentbull Upload photosbull Videos

Further contactbull Email

Connectbull Facebookbull Twitter etcbull Forward to a friend

Further contactbull Email

Connectbull Facebookbull Twitter etcbull Forward to a friend

BuyBuy

bull Dialogue in Forumbull On Line chatbull Dialogue in Forumbull On Line chat

bull Contact formbull emailbull Telephone

bull Contact formbull emailbull Telephone

ACTIVEPASSIVE

SixServingMen 6smcoukTuesday 01 May 2012

Page 32

MEASURES OF ENGAGEMENT Actions metrics KPIs1 Time spent on key pages2 Time spent on site (by source by entry page)3 Personalisation (pages display theme)4 Key page activity (post-activity)5 Alerts (register and response rates by channel CTR post click activity)6 Bookmarks (onsite offsite)7 Write Comments8 Download Articles PDFrsquos9 Email subscriptions10 Fans (become a fan of something someone)11 Favourites (add an item to favourites)12 Provide Feedback (via the site)13 Followers (follow something someone)14 Forward to a friend15 Groups (create join total number of groups group activity)16 Install widget (on a blog page Facebook etc)17 Invite Refer (a friend)18 Love Like this (a simpler form of rating something)19 Messaging (onsite)20 Submit Posts21 Set up Provide Profile (eg update avatar bio email etc)22 Print page23 Submit Ratings24 Registered users (new total active dormant churn)25 Report spam abuse26 Reviews27 Social media sharing participation (activity on key social media sites eg Facebook Twitter Digg etc)28 Testimonials29 Total contributors (and active contributors)30 Uploads (add an item eg articles links images videos)31 Views (videos ads rich images)32 Widgets (number of new widgets users embedded widgets)33 Wishlists (save an item to wishlist)34helliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 33

DRUNKEN MENrsquoS LAMP POSTS

He uses statistics as a drunken man uses lamp posts - for

support rather than illumination - Andrew

Lang

LAMP POSTS LAMP POSTS

SixServingMen 6smcoukTuesday 01 May 2012

Page 34

WYSIWYG ndash WHAT YOU SEE IS WHAT YOU GET

1 Gather Lots but only present bull The metrics that are positive bull Easy to manage metrics

2 Present bull Many metricsbull Extremely precise numbersbull Them quickly

3 Compare Metrics out of context4 Put them into really good looking

charts (3D movement multiple colours graphics etc)

STROKE ME METRICS STROKE ME METRICS

Never Ever try to educate your management business on the small number of key drivers for your business

If you are simple amp clearer they will understand how to think about your activity

They may even ask for the same data

This destroys your future ability to keep your metrics ldquofeel goodldquo

DONrsquoTDONrsquoT

bull WHAT YOU MEASURE amp REWARD IS WHAT YOU GET

bull ESTABLISH USER ENGAGEMENT METRICS ndash TIME

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 35

ENGAGEMENT = VALUE

SixServingMen 6smcoukTuesday 01 May 2012

Page 36

MEASURE

SixServingMen 6smcoukTuesday 01 May 2012

Page 37

ON THE INTERNET NOBODY KNOWS YOUrsquoRE A DOG

July 5th 1993 cartoon in the New Yorker

bull Care that you are a dog

bull Know what type of dog you are

bull Treat you like a dog if you are one

DO EMAIL MARKETERS DO EMAIL MARKETERS

bull SEGMENT YOUR DATABASE

bull VALUE YOUR DATABASEbull MONITOR VALUE OVER

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 38

WHATrsquoS THE SOLUTION WHENhelliphelliphellip

512012

bull Lazy bull Overloaded bull Habitualbull Predictablebull Intelligent bull Inquisitive bull Impatientbull Busy

PEOPLE AREPEOPLE ARE

SixServingMen 6smcoukTuesday 01 May 2012

Page 39

DESIGN ACTIVITIES ISO GUIDELINES

Produce design solutions

3

Evaluate the Design4

Design solution Meets user Requirements

5

Specify User Requirements

2

Understand amp Specify the Context

1

SixServingMen 6smcoukTuesday 01 May 2012

Page 40

TESTING - EMAIL ndash DECISION TREES

SixServingMen 6smcoukTuesday 01 May 2012

Page 41

At no time while I am helping you will your problem become my problem

The instant your problem becomes mine you will no longer have a problem

I cannot help someone who hasnt got a problem

You may ask my help at any appointed time and we will make a joint determination of what the next move will be and who will make it

ONCKEN AND WASS 1974 - MONKEYS

512012

THEORYhelliphelliphellipTHEORYhelliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 42

1 Monkeys should be fed or shot 2 The monkey population should

be kept below the maximum number that the manager has time to feed

3 Monkeys should be fed by appointment only

4 Monkeys shall be fed face to face or by telephone but not in writing

5 Every monkey should have an assigned next feeding time amp degree of initiative

FIVE ACTIONS TO TAKE FIVE ACTIONS TO TAKE

MANAGING MONKEYS

bull GO FOR READY AIM FIRE NOT

READY FIREhelliphellip AIM

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 43

Confidential

RELEVANCE OF EMAIL

SixServingMen 6smcoukTuesday 01 May 2012

Page 44

Memail - WIIFM

512012

1 Whatrsquos in it for Youbull Confirm the email goalbull Prioritise the actions desired

2 Help me do what you want 3 Zero based email design4 Trust ndash Donrsquot break it5 Test 6 Review amp Refine

WHATrsquoS IN IT FOR ME WHATrsquoS IN IT FOR ME

SixServingMen 6smcoukTuesday 01 May 2012

Page 45

Gestalt = Pattern

1 Proximity2 Closure3 Similarity4 Continuity5 Enclosure6 Connection

GESTALT SCHOOL OF PSYCHOLOGY

bull UNDERSTAND HOW AND WHY SOMETHING WORKS ndash NOT JUST THAT IT HAS WORKED

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 46

6smcouk SixServingMen

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

512012

GESTALT SCHOOL OF PSYCHOLOGY

SixServingMen 6smcoukTuesday 01 May 2012

Page 47

DATA INK RATIO

The ink presentsData or InformationNot data or not Information = Noise

THEORYhelliphelliphellipTHEORYhelliphelliphellip

bull PIXELS RATHER THAN INK

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 48

SixServingMen 6smcoukTuesday 01 May 2012

Page 49

6smcouk SixServingMen512012

British Tennis Membership

SixServingMen 6smcoukTuesday 01 May 2012

Page 50

Twitter Newsletter ndash Edition 1

SixServingMen 6smcoukTuesday 01 May 2012

Page 51

6smcouk SixServingMen512012

Sign up to personal training by Direct Debit and enjoy one session absolutely free

SixServingMen 6smcoukTuesday 01 May 2012

Page 52

B2B Marketing introducing Vocus special offer Get a free pound25 MampS voucher for 30 minutes of your time

512012

SixServingMen 6smcoukTuesday 01 May 2012

Page 53

6smcouk SixServingMen512012

Image What does your email say about you

SixServingMen 6smcoukTuesday 01 May 2012

Page 54

Last Chance for online offers

SixServingMen 6smcoukTuesday 01 May 2012

Page 55

EXPECTATION - HOW SOON IS SOON

SixServingMen 6smcoukTuesday 01 May 2012

Page 56

DATA PROTECTION LANDSCAPE25TH JAN 2012 DATA PROTECTION

bull RIGHTS OF THE DATA SUBJECT

bull CONTROLLER AND PROCESSOR

bull TRANSFER OF PERSONAL DATA TO THIRD COUNTRIES OR INTERNATIONAL ORGANISATIONS

bull INDEPENDENT SUPERVISORY AUTHORITIES

bull CO-OPERATION amp CONSISTENCY

bull REMEDIES LIABILITY amp SANCTIONS

bull DELEGATED ACTS amp IMPLEMENTING ACTS

CHAPTERSCHAPTERS

SixServingMen 6smcoukTuesday 01 May 2012

Page 57

SO WHAT

1

VALUE EMAIL2

SEGMENT ndash

MEASURE

AND MONITOR3

GET INTO ldquoWHATrsquoS IN IT

FOR US rdquo

PLANNING4

TEST

5

LISTEN AND REFINE APPROPRIATELY

ACTION POINTSACTION POINTS

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

QUESTIONS

Stefan Elliottstefelliott6smcouk

SixServingMenStef_Elliott

Coffee breakhellip

The next session starts at 340

Re-engagement CampaignsJames Bunting

DMA Email Customer Lifecycle ndash Manchester 19th AprilRe-engaging Lapsed amp Lost Customers

Re-engagement CampaignsJames Bunting

Agenda

What do we mean by lsquowinning customers backrsquo

Re-engaging lapsed and lost subscribers

The benefits of re-engaging lapsed subscribers

The principles of a re-engagement campaign

Automation

Summary

Re-engagement CampaignsJames Bunting

What do we mean by lsquowinning customers backrsquo

Recipients can become unresponsive ndash re-engagement campaigns set out to email the disengaged customers and encourage them to respond to emails again

Re-engagement CampaignsJames Bunting

The benefits of re-engaging lapsed subscribers

Increase open and click rates

Increase conversions

Identify inactive amp dormant subscribers ndash full understanding of your data

Yoursquove spent money acquiring the email address so why lose itIts easier to retain an existing subscriber than find a new one

Re-engagement CampaignsJames Bunting

what is your average open rate

30

Re-engagement CampaignsJames Bunting

Re-engaging lapsed and lost subscribers

What is your average open rate 3070 are lapsed or lost subscribers

Review what you are currently doing

Look at what you are doing and what you want to achieveList out the communications you send by type and messageMap out your customer lifecycle ndash what are the stages the buying processes entry exit and customer touch pointsHow do these correspond to the frequency type and message you are sending

Re-engagement CampaignsJames Bunting

Define interaction and behavioural activity

Define inactive and dormant contactsConsider why someone may have become dormantDivide the list into those that have

not opened an email in the last x monthsnot purchased in the last x months

Important to segment the inactivity furtherSeparate recipients who have been active at some time in their history and made a purchase from those who are truly inactive and have not made a purchaseIt is important that different messages are sent to these different groups

Segment on non-activity

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 30: DMA North: Email customer lifecycle

SixServingMen 6smcoukTuesday 01 May 2012

Page 30

AUDIENCE ENGAGEMENT MAP

Your capability to enhance engagement through targeted interaction is dictated by your ability to initiate stimulate effective communication

SixServingMen 6smcoukTuesday 01 May 2012

Page 31

LEVEL OF INTERACTION DEGREE OF ENGAGEMENT

bull Read watchbull Printbull Copybull Download

bull Read watchbull Printbull Copybull Download

bull Blog Commentbull Upload photosbull Videos

bull Blog Commentbull Upload photosbull Videos

Further contactbull Email

Connectbull Facebookbull Twitter etcbull Forward to a friend

Further contactbull Email

Connectbull Facebookbull Twitter etcbull Forward to a friend

BuyBuy

bull Dialogue in Forumbull On Line chatbull Dialogue in Forumbull On Line chat

bull Contact formbull emailbull Telephone

bull Contact formbull emailbull Telephone

ACTIVEPASSIVE

SixServingMen 6smcoukTuesday 01 May 2012

Page 32

MEASURES OF ENGAGEMENT Actions metrics KPIs1 Time spent on key pages2 Time spent on site (by source by entry page)3 Personalisation (pages display theme)4 Key page activity (post-activity)5 Alerts (register and response rates by channel CTR post click activity)6 Bookmarks (onsite offsite)7 Write Comments8 Download Articles PDFrsquos9 Email subscriptions10 Fans (become a fan of something someone)11 Favourites (add an item to favourites)12 Provide Feedback (via the site)13 Followers (follow something someone)14 Forward to a friend15 Groups (create join total number of groups group activity)16 Install widget (on a blog page Facebook etc)17 Invite Refer (a friend)18 Love Like this (a simpler form of rating something)19 Messaging (onsite)20 Submit Posts21 Set up Provide Profile (eg update avatar bio email etc)22 Print page23 Submit Ratings24 Registered users (new total active dormant churn)25 Report spam abuse26 Reviews27 Social media sharing participation (activity on key social media sites eg Facebook Twitter Digg etc)28 Testimonials29 Total contributors (and active contributors)30 Uploads (add an item eg articles links images videos)31 Views (videos ads rich images)32 Widgets (number of new widgets users embedded widgets)33 Wishlists (save an item to wishlist)34helliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 33

DRUNKEN MENrsquoS LAMP POSTS

He uses statistics as a drunken man uses lamp posts - for

support rather than illumination - Andrew

Lang

LAMP POSTS LAMP POSTS

SixServingMen 6smcoukTuesday 01 May 2012

Page 34

WYSIWYG ndash WHAT YOU SEE IS WHAT YOU GET

1 Gather Lots but only present bull The metrics that are positive bull Easy to manage metrics

2 Present bull Many metricsbull Extremely precise numbersbull Them quickly

3 Compare Metrics out of context4 Put them into really good looking

charts (3D movement multiple colours graphics etc)

STROKE ME METRICS STROKE ME METRICS

Never Ever try to educate your management business on the small number of key drivers for your business

If you are simple amp clearer they will understand how to think about your activity

They may even ask for the same data

This destroys your future ability to keep your metrics ldquofeel goodldquo

DONrsquoTDONrsquoT

bull WHAT YOU MEASURE amp REWARD IS WHAT YOU GET

bull ESTABLISH USER ENGAGEMENT METRICS ndash TIME

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 35

ENGAGEMENT = VALUE

SixServingMen 6smcoukTuesday 01 May 2012

Page 36

MEASURE

SixServingMen 6smcoukTuesday 01 May 2012

Page 37

ON THE INTERNET NOBODY KNOWS YOUrsquoRE A DOG

July 5th 1993 cartoon in the New Yorker

bull Care that you are a dog

bull Know what type of dog you are

bull Treat you like a dog if you are one

DO EMAIL MARKETERS DO EMAIL MARKETERS

bull SEGMENT YOUR DATABASE

bull VALUE YOUR DATABASEbull MONITOR VALUE OVER

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 38

WHATrsquoS THE SOLUTION WHENhelliphelliphellip

512012

bull Lazy bull Overloaded bull Habitualbull Predictablebull Intelligent bull Inquisitive bull Impatientbull Busy

PEOPLE AREPEOPLE ARE

SixServingMen 6smcoukTuesday 01 May 2012

Page 39

DESIGN ACTIVITIES ISO GUIDELINES

Produce design solutions

3

Evaluate the Design4

Design solution Meets user Requirements

5

Specify User Requirements

2

Understand amp Specify the Context

1

SixServingMen 6smcoukTuesday 01 May 2012

Page 40

TESTING - EMAIL ndash DECISION TREES

SixServingMen 6smcoukTuesday 01 May 2012

Page 41

At no time while I am helping you will your problem become my problem

The instant your problem becomes mine you will no longer have a problem

I cannot help someone who hasnt got a problem

You may ask my help at any appointed time and we will make a joint determination of what the next move will be and who will make it

ONCKEN AND WASS 1974 - MONKEYS

512012

THEORYhelliphelliphellipTHEORYhelliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 42

1 Monkeys should be fed or shot 2 The monkey population should

be kept below the maximum number that the manager has time to feed

3 Monkeys should be fed by appointment only

4 Monkeys shall be fed face to face or by telephone but not in writing

5 Every monkey should have an assigned next feeding time amp degree of initiative

FIVE ACTIONS TO TAKE FIVE ACTIONS TO TAKE

MANAGING MONKEYS

bull GO FOR READY AIM FIRE NOT

READY FIREhelliphellip AIM

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 43

Confidential

RELEVANCE OF EMAIL

SixServingMen 6smcoukTuesday 01 May 2012

Page 44

Memail - WIIFM

512012

1 Whatrsquos in it for Youbull Confirm the email goalbull Prioritise the actions desired

2 Help me do what you want 3 Zero based email design4 Trust ndash Donrsquot break it5 Test 6 Review amp Refine

WHATrsquoS IN IT FOR ME WHATrsquoS IN IT FOR ME

SixServingMen 6smcoukTuesday 01 May 2012

Page 45

Gestalt = Pattern

1 Proximity2 Closure3 Similarity4 Continuity5 Enclosure6 Connection

GESTALT SCHOOL OF PSYCHOLOGY

bull UNDERSTAND HOW AND WHY SOMETHING WORKS ndash NOT JUST THAT IT HAS WORKED

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 46

6smcouk SixServingMen

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

512012

GESTALT SCHOOL OF PSYCHOLOGY

SixServingMen 6smcoukTuesday 01 May 2012

Page 47

DATA INK RATIO

The ink presentsData or InformationNot data or not Information = Noise

THEORYhelliphelliphellipTHEORYhelliphelliphellip

bull PIXELS RATHER THAN INK

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 48

SixServingMen 6smcoukTuesday 01 May 2012

Page 49

6smcouk SixServingMen512012

British Tennis Membership

SixServingMen 6smcoukTuesday 01 May 2012

Page 50

Twitter Newsletter ndash Edition 1

SixServingMen 6smcoukTuesday 01 May 2012

Page 51

6smcouk SixServingMen512012

Sign up to personal training by Direct Debit and enjoy one session absolutely free

SixServingMen 6smcoukTuesday 01 May 2012

Page 52

B2B Marketing introducing Vocus special offer Get a free pound25 MampS voucher for 30 minutes of your time

512012

SixServingMen 6smcoukTuesday 01 May 2012

Page 53

6smcouk SixServingMen512012

Image What does your email say about you

SixServingMen 6smcoukTuesday 01 May 2012

Page 54

Last Chance for online offers

SixServingMen 6smcoukTuesday 01 May 2012

Page 55

EXPECTATION - HOW SOON IS SOON

SixServingMen 6smcoukTuesday 01 May 2012

Page 56

DATA PROTECTION LANDSCAPE25TH JAN 2012 DATA PROTECTION

bull RIGHTS OF THE DATA SUBJECT

bull CONTROLLER AND PROCESSOR

bull TRANSFER OF PERSONAL DATA TO THIRD COUNTRIES OR INTERNATIONAL ORGANISATIONS

bull INDEPENDENT SUPERVISORY AUTHORITIES

bull CO-OPERATION amp CONSISTENCY

bull REMEDIES LIABILITY amp SANCTIONS

bull DELEGATED ACTS amp IMPLEMENTING ACTS

CHAPTERSCHAPTERS

SixServingMen 6smcoukTuesday 01 May 2012

Page 57

SO WHAT

1

VALUE EMAIL2

SEGMENT ndash

MEASURE

AND MONITOR3

GET INTO ldquoWHATrsquoS IN IT

FOR US rdquo

PLANNING4

TEST

5

LISTEN AND REFINE APPROPRIATELY

ACTION POINTSACTION POINTS

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

QUESTIONS

Stefan Elliottstefelliott6smcouk

SixServingMenStef_Elliott

Coffee breakhellip

The next session starts at 340

Re-engagement CampaignsJames Bunting

DMA Email Customer Lifecycle ndash Manchester 19th AprilRe-engaging Lapsed amp Lost Customers

Re-engagement CampaignsJames Bunting

Agenda

What do we mean by lsquowinning customers backrsquo

Re-engaging lapsed and lost subscribers

The benefits of re-engaging lapsed subscribers

The principles of a re-engagement campaign

Automation

Summary

Re-engagement CampaignsJames Bunting

What do we mean by lsquowinning customers backrsquo

Recipients can become unresponsive ndash re-engagement campaigns set out to email the disengaged customers and encourage them to respond to emails again

Re-engagement CampaignsJames Bunting

The benefits of re-engaging lapsed subscribers

Increase open and click rates

Increase conversions

Identify inactive amp dormant subscribers ndash full understanding of your data

Yoursquove spent money acquiring the email address so why lose itIts easier to retain an existing subscriber than find a new one

Re-engagement CampaignsJames Bunting

what is your average open rate

30

Re-engagement CampaignsJames Bunting

Re-engaging lapsed and lost subscribers

What is your average open rate 3070 are lapsed or lost subscribers

Review what you are currently doing

Look at what you are doing and what you want to achieveList out the communications you send by type and messageMap out your customer lifecycle ndash what are the stages the buying processes entry exit and customer touch pointsHow do these correspond to the frequency type and message you are sending

Re-engagement CampaignsJames Bunting

Define interaction and behavioural activity

Define inactive and dormant contactsConsider why someone may have become dormantDivide the list into those that have

not opened an email in the last x monthsnot purchased in the last x months

Important to segment the inactivity furtherSeparate recipients who have been active at some time in their history and made a purchase from those who are truly inactive and have not made a purchaseIt is important that different messages are sent to these different groups

Segment on non-activity

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 31: DMA North: Email customer lifecycle

SixServingMen 6smcoukTuesday 01 May 2012

Page 31

LEVEL OF INTERACTION DEGREE OF ENGAGEMENT

bull Read watchbull Printbull Copybull Download

bull Read watchbull Printbull Copybull Download

bull Blog Commentbull Upload photosbull Videos

bull Blog Commentbull Upload photosbull Videos

Further contactbull Email

Connectbull Facebookbull Twitter etcbull Forward to a friend

Further contactbull Email

Connectbull Facebookbull Twitter etcbull Forward to a friend

BuyBuy

bull Dialogue in Forumbull On Line chatbull Dialogue in Forumbull On Line chat

bull Contact formbull emailbull Telephone

bull Contact formbull emailbull Telephone

ACTIVEPASSIVE

SixServingMen 6smcoukTuesday 01 May 2012

Page 32

MEASURES OF ENGAGEMENT Actions metrics KPIs1 Time spent on key pages2 Time spent on site (by source by entry page)3 Personalisation (pages display theme)4 Key page activity (post-activity)5 Alerts (register and response rates by channel CTR post click activity)6 Bookmarks (onsite offsite)7 Write Comments8 Download Articles PDFrsquos9 Email subscriptions10 Fans (become a fan of something someone)11 Favourites (add an item to favourites)12 Provide Feedback (via the site)13 Followers (follow something someone)14 Forward to a friend15 Groups (create join total number of groups group activity)16 Install widget (on a blog page Facebook etc)17 Invite Refer (a friend)18 Love Like this (a simpler form of rating something)19 Messaging (onsite)20 Submit Posts21 Set up Provide Profile (eg update avatar bio email etc)22 Print page23 Submit Ratings24 Registered users (new total active dormant churn)25 Report spam abuse26 Reviews27 Social media sharing participation (activity on key social media sites eg Facebook Twitter Digg etc)28 Testimonials29 Total contributors (and active contributors)30 Uploads (add an item eg articles links images videos)31 Views (videos ads rich images)32 Widgets (number of new widgets users embedded widgets)33 Wishlists (save an item to wishlist)34helliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 33

DRUNKEN MENrsquoS LAMP POSTS

He uses statistics as a drunken man uses lamp posts - for

support rather than illumination - Andrew

Lang

LAMP POSTS LAMP POSTS

SixServingMen 6smcoukTuesday 01 May 2012

Page 34

WYSIWYG ndash WHAT YOU SEE IS WHAT YOU GET

1 Gather Lots but only present bull The metrics that are positive bull Easy to manage metrics

2 Present bull Many metricsbull Extremely precise numbersbull Them quickly

3 Compare Metrics out of context4 Put them into really good looking

charts (3D movement multiple colours graphics etc)

STROKE ME METRICS STROKE ME METRICS

Never Ever try to educate your management business on the small number of key drivers for your business

If you are simple amp clearer they will understand how to think about your activity

They may even ask for the same data

This destroys your future ability to keep your metrics ldquofeel goodldquo

DONrsquoTDONrsquoT

bull WHAT YOU MEASURE amp REWARD IS WHAT YOU GET

bull ESTABLISH USER ENGAGEMENT METRICS ndash TIME

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 35

ENGAGEMENT = VALUE

SixServingMen 6smcoukTuesday 01 May 2012

Page 36

MEASURE

SixServingMen 6smcoukTuesday 01 May 2012

Page 37

ON THE INTERNET NOBODY KNOWS YOUrsquoRE A DOG

July 5th 1993 cartoon in the New Yorker

bull Care that you are a dog

bull Know what type of dog you are

bull Treat you like a dog if you are one

DO EMAIL MARKETERS DO EMAIL MARKETERS

bull SEGMENT YOUR DATABASE

bull VALUE YOUR DATABASEbull MONITOR VALUE OVER

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 38

WHATrsquoS THE SOLUTION WHENhelliphelliphellip

512012

bull Lazy bull Overloaded bull Habitualbull Predictablebull Intelligent bull Inquisitive bull Impatientbull Busy

PEOPLE AREPEOPLE ARE

SixServingMen 6smcoukTuesday 01 May 2012

Page 39

DESIGN ACTIVITIES ISO GUIDELINES

Produce design solutions

3

Evaluate the Design4

Design solution Meets user Requirements

5

Specify User Requirements

2

Understand amp Specify the Context

1

SixServingMen 6smcoukTuesday 01 May 2012

Page 40

TESTING - EMAIL ndash DECISION TREES

SixServingMen 6smcoukTuesday 01 May 2012

Page 41

At no time while I am helping you will your problem become my problem

The instant your problem becomes mine you will no longer have a problem

I cannot help someone who hasnt got a problem

You may ask my help at any appointed time and we will make a joint determination of what the next move will be and who will make it

ONCKEN AND WASS 1974 - MONKEYS

512012

THEORYhelliphelliphellipTHEORYhelliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 42

1 Monkeys should be fed or shot 2 The monkey population should

be kept below the maximum number that the manager has time to feed

3 Monkeys should be fed by appointment only

4 Monkeys shall be fed face to face or by telephone but not in writing

5 Every monkey should have an assigned next feeding time amp degree of initiative

FIVE ACTIONS TO TAKE FIVE ACTIONS TO TAKE

MANAGING MONKEYS

bull GO FOR READY AIM FIRE NOT

READY FIREhelliphellip AIM

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 43

Confidential

RELEVANCE OF EMAIL

SixServingMen 6smcoukTuesday 01 May 2012

Page 44

Memail - WIIFM

512012

1 Whatrsquos in it for Youbull Confirm the email goalbull Prioritise the actions desired

2 Help me do what you want 3 Zero based email design4 Trust ndash Donrsquot break it5 Test 6 Review amp Refine

WHATrsquoS IN IT FOR ME WHATrsquoS IN IT FOR ME

SixServingMen 6smcoukTuesday 01 May 2012

Page 45

Gestalt = Pattern

1 Proximity2 Closure3 Similarity4 Continuity5 Enclosure6 Connection

GESTALT SCHOOL OF PSYCHOLOGY

bull UNDERSTAND HOW AND WHY SOMETHING WORKS ndash NOT JUST THAT IT HAS WORKED

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 46

6smcouk SixServingMen

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

512012

GESTALT SCHOOL OF PSYCHOLOGY

SixServingMen 6smcoukTuesday 01 May 2012

Page 47

DATA INK RATIO

The ink presentsData or InformationNot data or not Information = Noise

THEORYhelliphelliphellipTHEORYhelliphelliphellip

bull PIXELS RATHER THAN INK

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 48

SixServingMen 6smcoukTuesday 01 May 2012

Page 49

6smcouk SixServingMen512012

British Tennis Membership

SixServingMen 6smcoukTuesday 01 May 2012

Page 50

Twitter Newsletter ndash Edition 1

SixServingMen 6smcoukTuesday 01 May 2012

Page 51

6smcouk SixServingMen512012

Sign up to personal training by Direct Debit and enjoy one session absolutely free

SixServingMen 6smcoukTuesday 01 May 2012

Page 52

B2B Marketing introducing Vocus special offer Get a free pound25 MampS voucher for 30 minutes of your time

512012

SixServingMen 6smcoukTuesday 01 May 2012

Page 53

6smcouk SixServingMen512012

Image What does your email say about you

SixServingMen 6smcoukTuesday 01 May 2012

Page 54

Last Chance for online offers

SixServingMen 6smcoukTuesday 01 May 2012

Page 55

EXPECTATION - HOW SOON IS SOON

SixServingMen 6smcoukTuesday 01 May 2012

Page 56

DATA PROTECTION LANDSCAPE25TH JAN 2012 DATA PROTECTION

bull RIGHTS OF THE DATA SUBJECT

bull CONTROLLER AND PROCESSOR

bull TRANSFER OF PERSONAL DATA TO THIRD COUNTRIES OR INTERNATIONAL ORGANISATIONS

bull INDEPENDENT SUPERVISORY AUTHORITIES

bull CO-OPERATION amp CONSISTENCY

bull REMEDIES LIABILITY amp SANCTIONS

bull DELEGATED ACTS amp IMPLEMENTING ACTS

CHAPTERSCHAPTERS

SixServingMen 6smcoukTuesday 01 May 2012

Page 57

SO WHAT

1

VALUE EMAIL2

SEGMENT ndash

MEASURE

AND MONITOR3

GET INTO ldquoWHATrsquoS IN IT

FOR US rdquo

PLANNING4

TEST

5

LISTEN AND REFINE APPROPRIATELY

ACTION POINTSACTION POINTS

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

QUESTIONS

Stefan Elliottstefelliott6smcouk

SixServingMenStef_Elliott

Coffee breakhellip

The next session starts at 340

Re-engagement CampaignsJames Bunting

DMA Email Customer Lifecycle ndash Manchester 19th AprilRe-engaging Lapsed amp Lost Customers

Re-engagement CampaignsJames Bunting

Agenda

What do we mean by lsquowinning customers backrsquo

Re-engaging lapsed and lost subscribers

The benefits of re-engaging lapsed subscribers

The principles of a re-engagement campaign

Automation

Summary

Re-engagement CampaignsJames Bunting

What do we mean by lsquowinning customers backrsquo

Recipients can become unresponsive ndash re-engagement campaigns set out to email the disengaged customers and encourage them to respond to emails again

Re-engagement CampaignsJames Bunting

The benefits of re-engaging lapsed subscribers

Increase open and click rates

Increase conversions

Identify inactive amp dormant subscribers ndash full understanding of your data

Yoursquove spent money acquiring the email address so why lose itIts easier to retain an existing subscriber than find a new one

Re-engagement CampaignsJames Bunting

what is your average open rate

30

Re-engagement CampaignsJames Bunting

Re-engaging lapsed and lost subscribers

What is your average open rate 3070 are lapsed or lost subscribers

Review what you are currently doing

Look at what you are doing and what you want to achieveList out the communications you send by type and messageMap out your customer lifecycle ndash what are the stages the buying processes entry exit and customer touch pointsHow do these correspond to the frequency type and message you are sending

Re-engagement CampaignsJames Bunting

Define interaction and behavioural activity

Define inactive and dormant contactsConsider why someone may have become dormantDivide the list into those that have

not opened an email in the last x monthsnot purchased in the last x months

Important to segment the inactivity furtherSeparate recipients who have been active at some time in their history and made a purchase from those who are truly inactive and have not made a purchaseIt is important that different messages are sent to these different groups

Segment on non-activity

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 32: DMA North: Email customer lifecycle

SixServingMen 6smcoukTuesday 01 May 2012

Page 32

MEASURES OF ENGAGEMENT Actions metrics KPIs1 Time spent on key pages2 Time spent on site (by source by entry page)3 Personalisation (pages display theme)4 Key page activity (post-activity)5 Alerts (register and response rates by channel CTR post click activity)6 Bookmarks (onsite offsite)7 Write Comments8 Download Articles PDFrsquos9 Email subscriptions10 Fans (become a fan of something someone)11 Favourites (add an item to favourites)12 Provide Feedback (via the site)13 Followers (follow something someone)14 Forward to a friend15 Groups (create join total number of groups group activity)16 Install widget (on a blog page Facebook etc)17 Invite Refer (a friend)18 Love Like this (a simpler form of rating something)19 Messaging (onsite)20 Submit Posts21 Set up Provide Profile (eg update avatar bio email etc)22 Print page23 Submit Ratings24 Registered users (new total active dormant churn)25 Report spam abuse26 Reviews27 Social media sharing participation (activity on key social media sites eg Facebook Twitter Digg etc)28 Testimonials29 Total contributors (and active contributors)30 Uploads (add an item eg articles links images videos)31 Views (videos ads rich images)32 Widgets (number of new widgets users embedded widgets)33 Wishlists (save an item to wishlist)34helliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 33

DRUNKEN MENrsquoS LAMP POSTS

He uses statistics as a drunken man uses lamp posts - for

support rather than illumination - Andrew

Lang

LAMP POSTS LAMP POSTS

SixServingMen 6smcoukTuesday 01 May 2012

Page 34

WYSIWYG ndash WHAT YOU SEE IS WHAT YOU GET

1 Gather Lots but only present bull The metrics that are positive bull Easy to manage metrics

2 Present bull Many metricsbull Extremely precise numbersbull Them quickly

3 Compare Metrics out of context4 Put them into really good looking

charts (3D movement multiple colours graphics etc)

STROKE ME METRICS STROKE ME METRICS

Never Ever try to educate your management business on the small number of key drivers for your business

If you are simple amp clearer they will understand how to think about your activity

They may even ask for the same data

This destroys your future ability to keep your metrics ldquofeel goodldquo

DONrsquoTDONrsquoT

bull WHAT YOU MEASURE amp REWARD IS WHAT YOU GET

bull ESTABLISH USER ENGAGEMENT METRICS ndash TIME

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 35

ENGAGEMENT = VALUE

SixServingMen 6smcoukTuesday 01 May 2012

Page 36

MEASURE

SixServingMen 6smcoukTuesday 01 May 2012

Page 37

ON THE INTERNET NOBODY KNOWS YOUrsquoRE A DOG

July 5th 1993 cartoon in the New Yorker

bull Care that you are a dog

bull Know what type of dog you are

bull Treat you like a dog if you are one

DO EMAIL MARKETERS DO EMAIL MARKETERS

bull SEGMENT YOUR DATABASE

bull VALUE YOUR DATABASEbull MONITOR VALUE OVER

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 38

WHATrsquoS THE SOLUTION WHENhelliphelliphellip

512012

bull Lazy bull Overloaded bull Habitualbull Predictablebull Intelligent bull Inquisitive bull Impatientbull Busy

PEOPLE AREPEOPLE ARE

SixServingMen 6smcoukTuesday 01 May 2012

Page 39

DESIGN ACTIVITIES ISO GUIDELINES

Produce design solutions

3

Evaluate the Design4

Design solution Meets user Requirements

5

Specify User Requirements

2

Understand amp Specify the Context

1

SixServingMen 6smcoukTuesday 01 May 2012

Page 40

TESTING - EMAIL ndash DECISION TREES

SixServingMen 6smcoukTuesday 01 May 2012

Page 41

At no time while I am helping you will your problem become my problem

The instant your problem becomes mine you will no longer have a problem

I cannot help someone who hasnt got a problem

You may ask my help at any appointed time and we will make a joint determination of what the next move will be and who will make it

ONCKEN AND WASS 1974 - MONKEYS

512012

THEORYhelliphelliphellipTHEORYhelliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 42

1 Monkeys should be fed or shot 2 The monkey population should

be kept below the maximum number that the manager has time to feed

3 Monkeys should be fed by appointment only

4 Monkeys shall be fed face to face or by telephone but not in writing

5 Every monkey should have an assigned next feeding time amp degree of initiative

FIVE ACTIONS TO TAKE FIVE ACTIONS TO TAKE

MANAGING MONKEYS

bull GO FOR READY AIM FIRE NOT

READY FIREhelliphellip AIM

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 43

Confidential

RELEVANCE OF EMAIL

SixServingMen 6smcoukTuesday 01 May 2012

Page 44

Memail - WIIFM

512012

1 Whatrsquos in it for Youbull Confirm the email goalbull Prioritise the actions desired

2 Help me do what you want 3 Zero based email design4 Trust ndash Donrsquot break it5 Test 6 Review amp Refine

WHATrsquoS IN IT FOR ME WHATrsquoS IN IT FOR ME

SixServingMen 6smcoukTuesday 01 May 2012

Page 45

Gestalt = Pattern

1 Proximity2 Closure3 Similarity4 Continuity5 Enclosure6 Connection

GESTALT SCHOOL OF PSYCHOLOGY

bull UNDERSTAND HOW AND WHY SOMETHING WORKS ndash NOT JUST THAT IT HAS WORKED

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 46

6smcouk SixServingMen

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

512012

GESTALT SCHOOL OF PSYCHOLOGY

SixServingMen 6smcoukTuesday 01 May 2012

Page 47

DATA INK RATIO

The ink presentsData or InformationNot data or not Information = Noise

THEORYhelliphelliphellipTHEORYhelliphelliphellip

bull PIXELS RATHER THAN INK

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 48

SixServingMen 6smcoukTuesday 01 May 2012

Page 49

6smcouk SixServingMen512012

British Tennis Membership

SixServingMen 6smcoukTuesday 01 May 2012

Page 50

Twitter Newsletter ndash Edition 1

SixServingMen 6smcoukTuesday 01 May 2012

Page 51

6smcouk SixServingMen512012

Sign up to personal training by Direct Debit and enjoy one session absolutely free

SixServingMen 6smcoukTuesday 01 May 2012

Page 52

B2B Marketing introducing Vocus special offer Get a free pound25 MampS voucher for 30 minutes of your time

512012

SixServingMen 6smcoukTuesday 01 May 2012

Page 53

6smcouk SixServingMen512012

Image What does your email say about you

SixServingMen 6smcoukTuesday 01 May 2012

Page 54

Last Chance for online offers

SixServingMen 6smcoukTuesday 01 May 2012

Page 55

EXPECTATION - HOW SOON IS SOON

SixServingMen 6smcoukTuesday 01 May 2012

Page 56

DATA PROTECTION LANDSCAPE25TH JAN 2012 DATA PROTECTION

bull RIGHTS OF THE DATA SUBJECT

bull CONTROLLER AND PROCESSOR

bull TRANSFER OF PERSONAL DATA TO THIRD COUNTRIES OR INTERNATIONAL ORGANISATIONS

bull INDEPENDENT SUPERVISORY AUTHORITIES

bull CO-OPERATION amp CONSISTENCY

bull REMEDIES LIABILITY amp SANCTIONS

bull DELEGATED ACTS amp IMPLEMENTING ACTS

CHAPTERSCHAPTERS

SixServingMen 6smcoukTuesday 01 May 2012

Page 57

SO WHAT

1

VALUE EMAIL2

SEGMENT ndash

MEASURE

AND MONITOR3

GET INTO ldquoWHATrsquoS IN IT

FOR US rdquo

PLANNING4

TEST

5

LISTEN AND REFINE APPROPRIATELY

ACTION POINTSACTION POINTS

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

QUESTIONS

Stefan Elliottstefelliott6smcouk

SixServingMenStef_Elliott

Coffee breakhellip

The next session starts at 340

Re-engagement CampaignsJames Bunting

DMA Email Customer Lifecycle ndash Manchester 19th AprilRe-engaging Lapsed amp Lost Customers

Re-engagement CampaignsJames Bunting

Agenda

What do we mean by lsquowinning customers backrsquo

Re-engaging lapsed and lost subscribers

The benefits of re-engaging lapsed subscribers

The principles of a re-engagement campaign

Automation

Summary

Re-engagement CampaignsJames Bunting

What do we mean by lsquowinning customers backrsquo

Recipients can become unresponsive ndash re-engagement campaigns set out to email the disengaged customers and encourage them to respond to emails again

Re-engagement CampaignsJames Bunting

The benefits of re-engaging lapsed subscribers

Increase open and click rates

Increase conversions

Identify inactive amp dormant subscribers ndash full understanding of your data

Yoursquove spent money acquiring the email address so why lose itIts easier to retain an existing subscriber than find a new one

Re-engagement CampaignsJames Bunting

what is your average open rate

30

Re-engagement CampaignsJames Bunting

Re-engaging lapsed and lost subscribers

What is your average open rate 3070 are lapsed or lost subscribers

Review what you are currently doing

Look at what you are doing and what you want to achieveList out the communications you send by type and messageMap out your customer lifecycle ndash what are the stages the buying processes entry exit and customer touch pointsHow do these correspond to the frequency type and message you are sending

Re-engagement CampaignsJames Bunting

Define interaction and behavioural activity

Define inactive and dormant contactsConsider why someone may have become dormantDivide the list into those that have

not opened an email in the last x monthsnot purchased in the last x months

Important to segment the inactivity furtherSeparate recipients who have been active at some time in their history and made a purchase from those who are truly inactive and have not made a purchaseIt is important that different messages are sent to these different groups

Segment on non-activity

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 33: DMA North: Email customer lifecycle

SixServingMen 6smcoukTuesday 01 May 2012

Page 33

DRUNKEN MENrsquoS LAMP POSTS

He uses statistics as a drunken man uses lamp posts - for

support rather than illumination - Andrew

Lang

LAMP POSTS LAMP POSTS

SixServingMen 6smcoukTuesday 01 May 2012

Page 34

WYSIWYG ndash WHAT YOU SEE IS WHAT YOU GET

1 Gather Lots but only present bull The metrics that are positive bull Easy to manage metrics

2 Present bull Many metricsbull Extremely precise numbersbull Them quickly

3 Compare Metrics out of context4 Put them into really good looking

charts (3D movement multiple colours graphics etc)

STROKE ME METRICS STROKE ME METRICS

Never Ever try to educate your management business on the small number of key drivers for your business

If you are simple amp clearer they will understand how to think about your activity

They may even ask for the same data

This destroys your future ability to keep your metrics ldquofeel goodldquo

DONrsquoTDONrsquoT

bull WHAT YOU MEASURE amp REWARD IS WHAT YOU GET

bull ESTABLISH USER ENGAGEMENT METRICS ndash TIME

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 35

ENGAGEMENT = VALUE

SixServingMen 6smcoukTuesday 01 May 2012

Page 36

MEASURE

SixServingMen 6smcoukTuesday 01 May 2012

Page 37

ON THE INTERNET NOBODY KNOWS YOUrsquoRE A DOG

July 5th 1993 cartoon in the New Yorker

bull Care that you are a dog

bull Know what type of dog you are

bull Treat you like a dog if you are one

DO EMAIL MARKETERS DO EMAIL MARKETERS

bull SEGMENT YOUR DATABASE

bull VALUE YOUR DATABASEbull MONITOR VALUE OVER

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 38

WHATrsquoS THE SOLUTION WHENhelliphelliphellip

512012

bull Lazy bull Overloaded bull Habitualbull Predictablebull Intelligent bull Inquisitive bull Impatientbull Busy

PEOPLE AREPEOPLE ARE

SixServingMen 6smcoukTuesday 01 May 2012

Page 39

DESIGN ACTIVITIES ISO GUIDELINES

Produce design solutions

3

Evaluate the Design4

Design solution Meets user Requirements

5

Specify User Requirements

2

Understand amp Specify the Context

1

SixServingMen 6smcoukTuesday 01 May 2012

Page 40

TESTING - EMAIL ndash DECISION TREES

SixServingMen 6smcoukTuesday 01 May 2012

Page 41

At no time while I am helping you will your problem become my problem

The instant your problem becomes mine you will no longer have a problem

I cannot help someone who hasnt got a problem

You may ask my help at any appointed time and we will make a joint determination of what the next move will be and who will make it

ONCKEN AND WASS 1974 - MONKEYS

512012

THEORYhelliphelliphellipTHEORYhelliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 42

1 Monkeys should be fed or shot 2 The monkey population should

be kept below the maximum number that the manager has time to feed

3 Monkeys should be fed by appointment only

4 Monkeys shall be fed face to face or by telephone but not in writing

5 Every monkey should have an assigned next feeding time amp degree of initiative

FIVE ACTIONS TO TAKE FIVE ACTIONS TO TAKE

MANAGING MONKEYS

bull GO FOR READY AIM FIRE NOT

READY FIREhelliphellip AIM

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 43

Confidential

RELEVANCE OF EMAIL

SixServingMen 6smcoukTuesday 01 May 2012

Page 44

Memail - WIIFM

512012

1 Whatrsquos in it for Youbull Confirm the email goalbull Prioritise the actions desired

2 Help me do what you want 3 Zero based email design4 Trust ndash Donrsquot break it5 Test 6 Review amp Refine

WHATrsquoS IN IT FOR ME WHATrsquoS IN IT FOR ME

SixServingMen 6smcoukTuesday 01 May 2012

Page 45

Gestalt = Pattern

1 Proximity2 Closure3 Similarity4 Continuity5 Enclosure6 Connection

GESTALT SCHOOL OF PSYCHOLOGY

bull UNDERSTAND HOW AND WHY SOMETHING WORKS ndash NOT JUST THAT IT HAS WORKED

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 46

6smcouk SixServingMen

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

512012

GESTALT SCHOOL OF PSYCHOLOGY

SixServingMen 6smcoukTuesday 01 May 2012

Page 47

DATA INK RATIO

The ink presentsData or InformationNot data or not Information = Noise

THEORYhelliphelliphellipTHEORYhelliphelliphellip

bull PIXELS RATHER THAN INK

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 48

SixServingMen 6smcoukTuesday 01 May 2012

Page 49

6smcouk SixServingMen512012

British Tennis Membership

SixServingMen 6smcoukTuesday 01 May 2012

Page 50

Twitter Newsletter ndash Edition 1

SixServingMen 6smcoukTuesday 01 May 2012

Page 51

6smcouk SixServingMen512012

Sign up to personal training by Direct Debit and enjoy one session absolutely free

SixServingMen 6smcoukTuesday 01 May 2012

Page 52

B2B Marketing introducing Vocus special offer Get a free pound25 MampS voucher for 30 minutes of your time

512012

SixServingMen 6smcoukTuesday 01 May 2012

Page 53

6smcouk SixServingMen512012

Image What does your email say about you

SixServingMen 6smcoukTuesday 01 May 2012

Page 54

Last Chance for online offers

SixServingMen 6smcoukTuesday 01 May 2012

Page 55

EXPECTATION - HOW SOON IS SOON

SixServingMen 6smcoukTuesday 01 May 2012

Page 56

DATA PROTECTION LANDSCAPE25TH JAN 2012 DATA PROTECTION

bull RIGHTS OF THE DATA SUBJECT

bull CONTROLLER AND PROCESSOR

bull TRANSFER OF PERSONAL DATA TO THIRD COUNTRIES OR INTERNATIONAL ORGANISATIONS

bull INDEPENDENT SUPERVISORY AUTHORITIES

bull CO-OPERATION amp CONSISTENCY

bull REMEDIES LIABILITY amp SANCTIONS

bull DELEGATED ACTS amp IMPLEMENTING ACTS

CHAPTERSCHAPTERS

SixServingMen 6smcoukTuesday 01 May 2012

Page 57

SO WHAT

1

VALUE EMAIL2

SEGMENT ndash

MEASURE

AND MONITOR3

GET INTO ldquoWHATrsquoS IN IT

FOR US rdquo

PLANNING4

TEST

5

LISTEN AND REFINE APPROPRIATELY

ACTION POINTSACTION POINTS

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

QUESTIONS

Stefan Elliottstefelliott6smcouk

SixServingMenStef_Elliott

Coffee breakhellip

The next session starts at 340

Re-engagement CampaignsJames Bunting

DMA Email Customer Lifecycle ndash Manchester 19th AprilRe-engaging Lapsed amp Lost Customers

Re-engagement CampaignsJames Bunting

Agenda

What do we mean by lsquowinning customers backrsquo

Re-engaging lapsed and lost subscribers

The benefits of re-engaging lapsed subscribers

The principles of a re-engagement campaign

Automation

Summary

Re-engagement CampaignsJames Bunting

What do we mean by lsquowinning customers backrsquo

Recipients can become unresponsive ndash re-engagement campaigns set out to email the disengaged customers and encourage them to respond to emails again

Re-engagement CampaignsJames Bunting

The benefits of re-engaging lapsed subscribers

Increase open and click rates

Increase conversions

Identify inactive amp dormant subscribers ndash full understanding of your data

Yoursquove spent money acquiring the email address so why lose itIts easier to retain an existing subscriber than find a new one

Re-engagement CampaignsJames Bunting

what is your average open rate

30

Re-engagement CampaignsJames Bunting

Re-engaging lapsed and lost subscribers

What is your average open rate 3070 are lapsed or lost subscribers

Review what you are currently doing

Look at what you are doing and what you want to achieveList out the communications you send by type and messageMap out your customer lifecycle ndash what are the stages the buying processes entry exit and customer touch pointsHow do these correspond to the frequency type and message you are sending

Re-engagement CampaignsJames Bunting

Define interaction and behavioural activity

Define inactive and dormant contactsConsider why someone may have become dormantDivide the list into those that have

not opened an email in the last x monthsnot purchased in the last x months

Important to segment the inactivity furtherSeparate recipients who have been active at some time in their history and made a purchase from those who are truly inactive and have not made a purchaseIt is important that different messages are sent to these different groups

Segment on non-activity

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 34: DMA North: Email customer lifecycle

SixServingMen 6smcoukTuesday 01 May 2012

Page 34

WYSIWYG ndash WHAT YOU SEE IS WHAT YOU GET

1 Gather Lots but only present bull The metrics that are positive bull Easy to manage metrics

2 Present bull Many metricsbull Extremely precise numbersbull Them quickly

3 Compare Metrics out of context4 Put them into really good looking

charts (3D movement multiple colours graphics etc)

STROKE ME METRICS STROKE ME METRICS

Never Ever try to educate your management business on the small number of key drivers for your business

If you are simple amp clearer they will understand how to think about your activity

They may even ask for the same data

This destroys your future ability to keep your metrics ldquofeel goodldquo

DONrsquoTDONrsquoT

bull WHAT YOU MEASURE amp REWARD IS WHAT YOU GET

bull ESTABLISH USER ENGAGEMENT METRICS ndash TIME

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 35

ENGAGEMENT = VALUE

SixServingMen 6smcoukTuesday 01 May 2012

Page 36

MEASURE

SixServingMen 6smcoukTuesday 01 May 2012

Page 37

ON THE INTERNET NOBODY KNOWS YOUrsquoRE A DOG

July 5th 1993 cartoon in the New Yorker

bull Care that you are a dog

bull Know what type of dog you are

bull Treat you like a dog if you are one

DO EMAIL MARKETERS DO EMAIL MARKETERS

bull SEGMENT YOUR DATABASE

bull VALUE YOUR DATABASEbull MONITOR VALUE OVER

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 38

WHATrsquoS THE SOLUTION WHENhelliphelliphellip

512012

bull Lazy bull Overloaded bull Habitualbull Predictablebull Intelligent bull Inquisitive bull Impatientbull Busy

PEOPLE AREPEOPLE ARE

SixServingMen 6smcoukTuesday 01 May 2012

Page 39

DESIGN ACTIVITIES ISO GUIDELINES

Produce design solutions

3

Evaluate the Design4

Design solution Meets user Requirements

5

Specify User Requirements

2

Understand amp Specify the Context

1

SixServingMen 6smcoukTuesday 01 May 2012

Page 40

TESTING - EMAIL ndash DECISION TREES

SixServingMen 6smcoukTuesday 01 May 2012

Page 41

At no time while I am helping you will your problem become my problem

The instant your problem becomes mine you will no longer have a problem

I cannot help someone who hasnt got a problem

You may ask my help at any appointed time and we will make a joint determination of what the next move will be and who will make it

ONCKEN AND WASS 1974 - MONKEYS

512012

THEORYhelliphelliphellipTHEORYhelliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 42

1 Monkeys should be fed or shot 2 The monkey population should

be kept below the maximum number that the manager has time to feed

3 Monkeys should be fed by appointment only

4 Monkeys shall be fed face to face or by telephone but not in writing

5 Every monkey should have an assigned next feeding time amp degree of initiative

FIVE ACTIONS TO TAKE FIVE ACTIONS TO TAKE

MANAGING MONKEYS

bull GO FOR READY AIM FIRE NOT

READY FIREhelliphellip AIM

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 43

Confidential

RELEVANCE OF EMAIL

SixServingMen 6smcoukTuesday 01 May 2012

Page 44

Memail - WIIFM

512012

1 Whatrsquos in it for Youbull Confirm the email goalbull Prioritise the actions desired

2 Help me do what you want 3 Zero based email design4 Trust ndash Donrsquot break it5 Test 6 Review amp Refine

WHATrsquoS IN IT FOR ME WHATrsquoS IN IT FOR ME

SixServingMen 6smcoukTuesday 01 May 2012

Page 45

Gestalt = Pattern

1 Proximity2 Closure3 Similarity4 Continuity5 Enclosure6 Connection

GESTALT SCHOOL OF PSYCHOLOGY

bull UNDERSTAND HOW AND WHY SOMETHING WORKS ndash NOT JUST THAT IT HAS WORKED

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 46

6smcouk SixServingMen

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

512012

GESTALT SCHOOL OF PSYCHOLOGY

SixServingMen 6smcoukTuesday 01 May 2012

Page 47

DATA INK RATIO

The ink presentsData or InformationNot data or not Information = Noise

THEORYhelliphelliphellipTHEORYhelliphelliphellip

bull PIXELS RATHER THAN INK

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 48

SixServingMen 6smcoukTuesday 01 May 2012

Page 49

6smcouk SixServingMen512012

British Tennis Membership

SixServingMen 6smcoukTuesday 01 May 2012

Page 50

Twitter Newsletter ndash Edition 1

SixServingMen 6smcoukTuesday 01 May 2012

Page 51

6smcouk SixServingMen512012

Sign up to personal training by Direct Debit and enjoy one session absolutely free

SixServingMen 6smcoukTuesday 01 May 2012

Page 52

B2B Marketing introducing Vocus special offer Get a free pound25 MampS voucher for 30 minutes of your time

512012

SixServingMen 6smcoukTuesday 01 May 2012

Page 53

6smcouk SixServingMen512012

Image What does your email say about you

SixServingMen 6smcoukTuesday 01 May 2012

Page 54

Last Chance for online offers

SixServingMen 6smcoukTuesday 01 May 2012

Page 55

EXPECTATION - HOW SOON IS SOON

SixServingMen 6smcoukTuesday 01 May 2012

Page 56

DATA PROTECTION LANDSCAPE25TH JAN 2012 DATA PROTECTION

bull RIGHTS OF THE DATA SUBJECT

bull CONTROLLER AND PROCESSOR

bull TRANSFER OF PERSONAL DATA TO THIRD COUNTRIES OR INTERNATIONAL ORGANISATIONS

bull INDEPENDENT SUPERVISORY AUTHORITIES

bull CO-OPERATION amp CONSISTENCY

bull REMEDIES LIABILITY amp SANCTIONS

bull DELEGATED ACTS amp IMPLEMENTING ACTS

CHAPTERSCHAPTERS

SixServingMen 6smcoukTuesday 01 May 2012

Page 57

SO WHAT

1

VALUE EMAIL2

SEGMENT ndash

MEASURE

AND MONITOR3

GET INTO ldquoWHATrsquoS IN IT

FOR US rdquo

PLANNING4

TEST

5

LISTEN AND REFINE APPROPRIATELY

ACTION POINTSACTION POINTS

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

QUESTIONS

Stefan Elliottstefelliott6smcouk

SixServingMenStef_Elliott

Coffee breakhellip

The next session starts at 340

Re-engagement CampaignsJames Bunting

DMA Email Customer Lifecycle ndash Manchester 19th AprilRe-engaging Lapsed amp Lost Customers

Re-engagement CampaignsJames Bunting

Agenda

What do we mean by lsquowinning customers backrsquo

Re-engaging lapsed and lost subscribers

The benefits of re-engaging lapsed subscribers

The principles of a re-engagement campaign

Automation

Summary

Re-engagement CampaignsJames Bunting

What do we mean by lsquowinning customers backrsquo

Recipients can become unresponsive ndash re-engagement campaigns set out to email the disengaged customers and encourage them to respond to emails again

Re-engagement CampaignsJames Bunting

The benefits of re-engaging lapsed subscribers

Increase open and click rates

Increase conversions

Identify inactive amp dormant subscribers ndash full understanding of your data

Yoursquove spent money acquiring the email address so why lose itIts easier to retain an existing subscriber than find a new one

Re-engagement CampaignsJames Bunting

what is your average open rate

30

Re-engagement CampaignsJames Bunting

Re-engaging lapsed and lost subscribers

What is your average open rate 3070 are lapsed or lost subscribers

Review what you are currently doing

Look at what you are doing and what you want to achieveList out the communications you send by type and messageMap out your customer lifecycle ndash what are the stages the buying processes entry exit and customer touch pointsHow do these correspond to the frequency type and message you are sending

Re-engagement CampaignsJames Bunting

Define interaction and behavioural activity

Define inactive and dormant contactsConsider why someone may have become dormantDivide the list into those that have

not opened an email in the last x monthsnot purchased in the last x months

Important to segment the inactivity furtherSeparate recipients who have been active at some time in their history and made a purchase from those who are truly inactive and have not made a purchaseIt is important that different messages are sent to these different groups

Segment on non-activity

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 35: DMA North: Email customer lifecycle

SixServingMen 6smcoukTuesday 01 May 2012

Page 35

ENGAGEMENT = VALUE

SixServingMen 6smcoukTuesday 01 May 2012

Page 36

MEASURE

SixServingMen 6smcoukTuesday 01 May 2012

Page 37

ON THE INTERNET NOBODY KNOWS YOUrsquoRE A DOG

July 5th 1993 cartoon in the New Yorker

bull Care that you are a dog

bull Know what type of dog you are

bull Treat you like a dog if you are one

DO EMAIL MARKETERS DO EMAIL MARKETERS

bull SEGMENT YOUR DATABASE

bull VALUE YOUR DATABASEbull MONITOR VALUE OVER

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 38

WHATrsquoS THE SOLUTION WHENhelliphelliphellip

512012

bull Lazy bull Overloaded bull Habitualbull Predictablebull Intelligent bull Inquisitive bull Impatientbull Busy

PEOPLE AREPEOPLE ARE

SixServingMen 6smcoukTuesday 01 May 2012

Page 39

DESIGN ACTIVITIES ISO GUIDELINES

Produce design solutions

3

Evaluate the Design4

Design solution Meets user Requirements

5

Specify User Requirements

2

Understand amp Specify the Context

1

SixServingMen 6smcoukTuesday 01 May 2012

Page 40

TESTING - EMAIL ndash DECISION TREES

SixServingMen 6smcoukTuesday 01 May 2012

Page 41

At no time while I am helping you will your problem become my problem

The instant your problem becomes mine you will no longer have a problem

I cannot help someone who hasnt got a problem

You may ask my help at any appointed time and we will make a joint determination of what the next move will be and who will make it

ONCKEN AND WASS 1974 - MONKEYS

512012

THEORYhelliphelliphellipTHEORYhelliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 42

1 Monkeys should be fed or shot 2 The monkey population should

be kept below the maximum number that the manager has time to feed

3 Monkeys should be fed by appointment only

4 Monkeys shall be fed face to face or by telephone but not in writing

5 Every monkey should have an assigned next feeding time amp degree of initiative

FIVE ACTIONS TO TAKE FIVE ACTIONS TO TAKE

MANAGING MONKEYS

bull GO FOR READY AIM FIRE NOT

READY FIREhelliphellip AIM

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 43

Confidential

RELEVANCE OF EMAIL

SixServingMen 6smcoukTuesday 01 May 2012

Page 44

Memail - WIIFM

512012

1 Whatrsquos in it for Youbull Confirm the email goalbull Prioritise the actions desired

2 Help me do what you want 3 Zero based email design4 Trust ndash Donrsquot break it5 Test 6 Review amp Refine

WHATrsquoS IN IT FOR ME WHATrsquoS IN IT FOR ME

SixServingMen 6smcoukTuesday 01 May 2012

Page 45

Gestalt = Pattern

1 Proximity2 Closure3 Similarity4 Continuity5 Enclosure6 Connection

GESTALT SCHOOL OF PSYCHOLOGY

bull UNDERSTAND HOW AND WHY SOMETHING WORKS ndash NOT JUST THAT IT HAS WORKED

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 46

6smcouk SixServingMen

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

512012

GESTALT SCHOOL OF PSYCHOLOGY

SixServingMen 6smcoukTuesday 01 May 2012

Page 47

DATA INK RATIO

The ink presentsData or InformationNot data or not Information = Noise

THEORYhelliphelliphellipTHEORYhelliphelliphellip

bull PIXELS RATHER THAN INK

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 48

SixServingMen 6smcoukTuesday 01 May 2012

Page 49

6smcouk SixServingMen512012

British Tennis Membership

SixServingMen 6smcoukTuesday 01 May 2012

Page 50

Twitter Newsletter ndash Edition 1

SixServingMen 6smcoukTuesday 01 May 2012

Page 51

6smcouk SixServingMen512012

Sign up to personal training by Direct Debit and enjoy one session absolutely free

SixServingMen 6smcoukTuesday 01 May 2012

Page 52

B2B Marketing introducing Vocus special offer Get a free pound25 MampS voucher for 30 minutes of your time

512012

SixServingMen 6smcoukTuesday 01 May 2012

Page 53

6smcouk SixServingMen512012

Image What does your email say about you

SixServingMen 6smcoukTuesday 01 May 2012

Page 54

Last Chance for online offers

SixServingMen 6smcoukTuesday 01 May 2012

Page 55

EXPECTATION - HOW SOON IS SOON

SixServingMen 6smcoukTuesday 01 May 2012

Page 56

DATA PROTECTION LANDSCAPE25TH JAN 2012 DATA PROTECTION

bull RIGHTS OF THE DATA SUBJECT

bull CONTROLLER AND PROCESSOR

bull TRANSFER OF PERSONAL DATA TO THIRD COUNTRIES OR INTERNATIONAL ORGANISATIONS

bull INDEPENDENT SUPERVISORY AUTHORITIES

bull CO-OPERATION amp CONSISTENCY

bull REMEDIES LIABILITY amp SANCTIONS

bull DELEGATED ACTS amp IMPLEMENTING ACTS

CHAPTERSCHAPTERS

SixServingMen 6smcoukTuesday 01 May 2012

Page 57

SO WHAT

1

VALUE EMAIL2

SEGMENT ndash

MEASURE

AND MONITOR3

GET INTO ldquoWHATrsquoS IN IT

FOR US rdquo

PLANNING4

TEST

5

LISTEN AND REFINE APPROPRIATELY

ACTION POINTSACTION POINTS

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

QUESTIONS

Stefan Elliottstefelliott6smcouk

SixServingMenStef_Elliott

Coffee breakhellip

The next session starts at 340

Re-engagement CampaignsJames Bunting

DMA Email Customer Lifecycle ndash Manchester 19th AprilRe-engaging Lapsed amp Lost Customers

Re-engagement CampaignsJames Bunting

Agenda

What do we mean by lsquowinning customers backrsquo

Re-engaging lapsed and lost subscribers

The benefits of re-engaging lapsed subscribers

The principles of a re-engagement campaign

Automation

Summary

Re-engagement CampaignsJames Bunting

What do we mean by lsquowinning customers backrsquo

Recipients can become unresponsive ndash re-engagement campaigns set out to email the disengaged customers and encourage them to respond to emails again

Re-engagement CampaignsJames Bunting

The benefits of re-engaging lapsed subscribers

Increase open and click rates

Increase conversions

Identify inactive amp dormant subscribers ndash full understanding of your data

Yoursquove spent money acquiring the email address so why lose itIts easier to retain an existing subscriber than find a new one

Re-engagement CampaignsJames Bunting

what is your average open rate

30

Re-engagement CampaignsJames Bunting

Re-engaging lapsed and lost subscribers

What is your average open rate 3070 are lapsed or lost subscribers

Review what you are currently doing

Look at what you are doing and what you want to achieveList out the communications you send by type and messageMap out your customer lifecycle ndash what are the stages the buying processes entry exit and customer touch pointsHow do these correspond to the frequency type and message you are sending

Re-engagement CampaignsJames Bunting

Define interaction and behavioural activity

Define inactive and dormant contactsConsider why someone may have become dormantDivide the list into those that have

not opened an email in the last x monthsnot purchased in the last x months

Important to segment the inactivity furtherSeparate recipients who have been active at some time in their history and made a purchase from those who are truly inactive and have not made a purchaseIt is important that different messages are sent to these different groups

Segment on non-activity

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 36: DMA North: Email customer lifecycle

SixServingMen 6smcoukTuesday 01 May 2012

Page 36

MEASURE

SixServingMen 6smcoukTuesday 01 May 2012

Page 37

ON THE INTERNET NOBODY KNOWS YOUrsquoRE A DOG

July 5th 1993 cartoon in the New Yorker

bull Care that you are a dog

bull Know what type of dog you are

bull Treat you like a dog if you are one

DO EMAIL MARKETERS DO EMAIL MARKETERS

bull SEGMENT YOUR DATABASE

bull VALUE YOUR DATABASEbull MONITOR VALUE OVER

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 38

WHATrsquoS THE SOLUTION WHENhelliphelliphellip

512012

bull Lazy bull Overloaded bull Habitualbull Predictablebull Intelligent bull Inquisitive bull Impatientbull Busy

PEOPLE AREPEOPLE ARE

SixServingMen 6smcoukTuesday 01 May 2012

Page 39

DESIGN ACTIVITIES ISO GUIDELINES

Produce design solutions

3

Evaluate the Design4

Design solution Meets user Requirements

5

Specify User Requirements

2

Understand amp Specify the Context

1

SixServingMen 6smcoukTuesday 01 May 2012

Page 40

TESTING - EMAIL ndash DECISION TREES

SixServingMen 6smcoukTuesday 01 May 2012

Page 41

At no time while I am helping you will your problem become my problem

The instant your problem becomes mine you will no longer have a problem

I cannot help someone who hasnt got a problem

You may ask my help at any appointed time and we will make a joint determination of what the next move will be and who will make it

ONCKEN AND WASS 1974 - MONKEYS

512012

THEORYhelliphelliphellipTHEORYhelliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 42

1 Monkeys should be fed or shot 2 The monkey population should

be kept below the maximum number that the manager has time to feed

3 Monkeys should be fed by appointment only

4 Monkeys shall be fed face to face or by telephone but not in writing

5 Every monkey should have an assigned next feeding time amp degree of initiative

FIVE ACTIONS TO TAKE FIVE ACTIONS TO TAKE

MANAGING MONKEYS

bull GO FOR READY AIM FIRE NOT

READY FIREhelliphellip AIM

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 43

Confidential

RELEVANCE OF EMAIL

SixServingMen 6smcoukTuesday 01 May 2012

Page 44

Memail - WIIFM

512012

1 Whatrsquos in it for Youbull Confirm the email goalbull Prioritise the actions desired

2 Help me do what you want 3 Zero based email design4 Trust ndash Donrsquot break it5 Test 6 Review amp Refine

WHATrsquoS IN IT FOR ME WHATrsquoS IN IT FOR ME

SixServingMen 6smcoukTuesday 01 May 2012

Page 45

Gestalt = Pattern

1 Proximity2 Closure3 Similarity4 Continuity5 Enclosure6 Connection

GESTALT SCHOOL OF PSYCHOLOGY

bull UNDERSTAND HOW AND WHY SOMETHING WORKS ndash NOT JUST THAT IT HAS WORKED

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 46

6smcouk SixServingMen

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

512012

GESTALT SCHOOL OF PSYCHOLOGY

SixServingMen 6smcoukTuesday 01 May 2012

Page 47

DATA INK RATIO

The ink presentsData or InformationNot data or not Information = Noise

THEORYhelliphelliphellipTHEORYhelliphelliphellip

bull PIXELS RATHER THAN INK

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 48

SixServingMen 6smcoukTuesday 01 May 2012

Page 49

6smcouk SixServingMen512012

British Tennis Membership

SixServingMen 6smcoukTuesday 01 May 2012

Page 50

Twitter Newsletter ndash Edition 1

SixServingMen 6smcoukTuesday 01 May 2012

Page 51

6smcouk SixServingMen512012

Sign up to personal training by Direct Debit and enjoy one session absolutely free

SixServingMen 6smcoukTuesday 01 May 2012

Page 52

B2B Marketing introducing Vocus special offer Get a free pound25 MampS voucher for 30 minutes of your time

512012

SixServingMen 6smcoukTuesday 01 May 2012

Page 53

6smcouk SixServingMen512012

Image What does your email say about you

SixServingMen 6smcoukTuesday 01 May 2012

Page 54

Last Chance for online offers

SixServingMen 6smcoukTuesday 01 May 2012

Page 55

EXPECTATION - HOW SOON IS SOON

SixServingMen 6smcoukTuesday 01 May 2012

Page 56

DATA PROTECTION LANDSCAPE25TH JAN 2012 DATA PROTECTION

bull RIGHTS OF THE DATA SUBJECT

bull CONTROLLER AND PROCESSOR

bull TRANSFER OF PERSONAL DATA TO THIRD COUNTRIES OR INTERNATIONAL ORGANISATIONS

bull INDEPENDENT SUPERVISORY AUTHORITIES

bull CO-OPERATION amp CONSISTENCY

bull REMEDIES LIABILITY amp SANCTIONS

bull DELEGATED ACTS amp IMPLEMENTING ACTS

CHAPTERSCHAPTERS

SixServingMen 6smcoukTuesday 01 May 2012

Page 57

SO WHAT

1

VALUE EMAIL2

SEGMENT ndash

MEASURE

AND MONITOR3

GET INTO ldquoWHATrsquoS IN IT

FOR US rdquo

PLANNING4

TEST

5

LISTEN AND REFINE APPROPRIATELY

ACTION POINTSACTION POINTS

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

QUESTIONS

Stefan Elliottstefelliott6smcouk

SixServingMenStef_Elliott

Coffee breakhellip

The next session starts at 340

Re-engagement CampaignsJames Bunting

DMA Email Customer Lifecycle ndash Manchester 19th AprilRe-engaging Lapsed amp Lost Customers

Re-engagement CampaignsJames Bunting

Agenda

What do we mean by lsquowinning customers backrsquo

Re-engaging lapsed and lost subscribers

The benefits of re-engaging lapsed subscribers

The principles of a re-engagement campaign

Automation

Summary

Re-engagement CampaignsJames Bunting

What do we mean by lsquowinning customers backrsquo

Recipients can become unresponsive ndash re-engagement campaigns set out to email the disengaged customers and encourage them to respond to emails again

Re-engagement CampaignsJames Bunting

The benefits of re-engaging lapsed subscribers

Increase open and click rates

Increase conversions

Identify inactive amp dormant subscribers ndash full understanding of your data

Yoursquove spent money acquiring the email address so why lose itIts easier to retain an existing subscriber than find a new one

Re-engagement CampaignsJames Bunting

what is your average open rate

30

Re-engagement CampaignsJames Bunting

Re-engaging lapsed and lost subscribers

What is your average open rate 3070 are lapsed or lost subscribers

Review what you are currently doing

Look at what you are doing and what you want to achieveList out the communications you send by type and messageMap out your customer lifecycle ndash what are the stages the buying processes entry exit and customer touch pointsHow do these correspond to the frequency type and message you are sending

Re-engagement CampaignsJames Bunting

Define interaction and behavioural activity

Define inactive and dormant contactsConsider why someone may have become dormantDivide the list into those that have

not opened an email in the last x monthsnot purchased in the last x months

Important to segment the inactivity furtherSeparate recipients who have been active at some time in their history and made a purchase from those who are truly inactive and have not made a purchaseIt is important that different messages are sent to these different groups

Segment on non-activity

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 37: DMA North: Email customer lifecycle

SixServingMen 6smcoukTuesday 01 May 2012

Page 37

ON THE INTERNET NOBODY KNOWS YOUrsquoRE A DOG

July 5th 1993 cartoon in the New Yorker

bull Care that you are a dog

bull Know what type of dog you are

bull Treat you like a dog if you are one

DO EMAIL MARKETERS DO EMAIL MARKETERS

bull SEGMENT YOUR DATABASE

bull VALUE YOUR DATABASEbull MONITOR VALUE OVER

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 38

WHATrsquoS THE SOLUTION WHENhelliphelliphellip

512012

bull Lazy bull Overloaded bull Habitualbull Predictablebull Intelligent bull Inquisitive bull Impatientbull Busy

PEOPLE AREPEOPLE ARE

SixServingMen 6smcoukTuesday 01 May 2012

Page 39

DESIGN ACTIVITIES ISO GUIDELINES

Produce design solutions

3

Evaluate the Design4

Design solution Meets user Requirements

5

Specify User Requirements

2

Understand amp Specify the Context

1

SixServingMen 6smcoukTuesday 01 May 2012

Page 40

TESTING - EMAIL ndash DECISION TREES

SixServingMen 6smcoukTuesday 01 May 2012

Page 41

At no time while I am helping you will your problem become my problem

The instant your problem becomes mine you will no longer have a problem

I cannot help someone who hasnt got a problem

You may ask my help at any appointed time and we will make a joint determination of what the next move will be and who will make it

ONCKEN AND WASS 1974 - MONKEYS

512012

THEORYhelliphelliphellipTHEORYhelliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 42

1 Monkeys should be fed or shot 2 The monkey population should

be kept below the maximum number that the manager has time to feed

3 Monkeys should be fed by appointment only

4 Monkeys shall be fed face to face or by telephone but not in writing

5 Every monkey should have an assigned next feeding time amp degree of initiative

FIVE ACTIONS TO TAKE FIVE ACTIONS TO TAKE

MANAGING MONKEYS

bull GO FOR READY AIM FIRE NOT

READY FIREhelliphellip AIM

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 43

Confidential

RELEVANCE OF EMAIL

SixServingMen 6smcoukTuesday 01 May 2012

Page 44

Memail - WIIFM

512012

1 Whatrsquos in it for Youbull Confirm the email goalbull Prioritise the actions desired

2 Help me do what you want 3 Zero based email design4 Trust ndash Donrsquot break it5 Test 6 Review amp Refine

WHATrsquoS IN IT FOR ME WHATrsquoS IN IT FOR ME

SixServingMen 6smcoukTuesday 01 May 2012

Page 45

Gestalt = Pattern

1 Proximity2 Closure3 Similarity4 Continuity5 Enclosure6 Connection

GESTALT SCHOOL OF PSYCHOLOGY

bull UNDERSTAND HOW AND WHY SOMETHING WORKS ndash NOT JUST THAT IT HAS WORKED

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 46

6smcouk SixServingMen

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

512012

GESTALT SCHOOL OF PSYCHOLOGY

SixServingMen 6smcoukTuesday 01 May 2012

Page 47

DATA INK RATIO

The ink presentsData or InformationNot data or not Information = Noise

THEORYhelliphelliphellipTHEORYhelliphelliphellip

bull PIXELS RATHER THAN INK

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 48

SixServingMen 6smcoukTuesday 01 May 2012

Page 49

6smcouk SixServingMen512012

British Tennis Membership

SixServingMen 6smcoukTuesday 01 May 2012

Page 50

Twitter Newsletter ndash Edition 1

SixServingMen 6smcoukTuesday 01 May 2012

Page 51

6smcouk SixServingMen512012

Sign up to personal training by Direct Debit and enjoy one session absolutely free

SixServingMen 6smcoukTuesday 01 May 2012

Page 52

B2B Marketing introducing Vocus special offer Get a free pound25 MampS voucher for 30 minutes of your time

512012

SixServingMen 6smcoukTuesday 01 May 2012

Page 53

6smcouk SixServingMen512012

Image What does your email say about you

SixServingMen 6smcoukTuesday 01 May 2012

Page 54

Last Chance for online offers

SixServingMen 6smcoukTuesday 01 May 2012

Page 55

EXPECTATION - HOW SOON IS SOON

SixServingMen 6smcoukTuesday 01 May 2012

Page 56

DATA PROTECTION LANDSCAPE25TH JAN 2012 DATA PROTECTION

bull RIGHTS OF THE DATA SUBJECT

bull CONTROLLER AND PROCESSOR

bull TRANSFER OF PERSONAL DATA TO THIRD COUNTRIES OR INTERNATIONAL ORGANISATIONS

bull INDEPENDENT SUPERVISORY AUTHORITIES

bull CO-OPERATION amp CONSISTENCY

bull REMEDIES LIABILITY amp SANCTIONS

bull DELEGATED ACTS amp IMPLEMENTING ACTS

CHAPTERSCHAPTERS

SixServingMen 6smcoukTuesday 01 May 2012

Page 57

SO WHAT

1

VALUE EMAIL2

SEGMENT ndash

MEASURE

AND MONITOR3

GET INTO ldquoWHATrsquoS IN IT

FOR US rdquo

PLANNING4

TEST

5

LISTEN AND REFINE APPROPRIATELY

ACTION POINTSACTION POINTS

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

QUESTIONS

Stefan Elliottstefelliott6smcouk

SixServingMenStef_Elliott

Coffee breakhellip

The next session starts at 340

Re-engagement CampaignsJames Bunting

DMA Email Customer Lifecycle ndash Manchester 19th AprilRe-engaging Lapsed amp Lost Customers

Re-engagement CampaignsJames Bunting

Agenda

What do we mean by lsquowinning customers backrsquo

Re-engaging lapsed and lost subscribers

The benefits of re-engaging lapsed subscribers

The principles of a re-engagement campaign

Automation

Summary

Re-engagement CampaignsJames Bunting

What do we mean by lsquowinning customers backrsquo

Recipients can become unresponsive ndash re-engagement campaigns set out to email the disengaged customers and encourage them to respond to emails again

Re-engagement CampaignsJames Bunting

The benefits of re-engaging lapsed subscribers

Increase open and click rates

Increase conversions

Identify inactive amp dormant subscribers ndash full understanding of your data

Yoursquove spent money acquiring the email address so why lose itIts easier to retain an existing subscriber than find a new one

Re-engagement CampaignsJames Bunting

what is your average open rate

30

Re-engagement CampaignsJames Bunting

Re-engaging lapsed and lost subscribers

What is your average open rate 3070 are lapsed or lost subscribers

Review what you are currently doing

Look at what you are doing and what you want to achieveList out the communications you send by type and messageMap out your customer lifecycle ndash what are the stages the buying processes entry exit and customer touch pointsHow do these correspond to the frequency type and message you are sending

Re-engagement CampaignsJames Bunting

Define interaction and behavioural activity

Define inactive and dormant contactsConsider why someone may have become dormantDivide the list into those that have

not opened an email in the last x monthsnot purchased in the last x months

Important to segment the inactivity furtherSeparate recipients who have been active at some time in their history and made a purchase from those who are truly inactive and have not made a purchaseIt is important that different messages are sent to these different groups

Segment on non-activity

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 38: DMA North: Email customer lifecycle

SixServingMen 6smcoukTuesday 01 May 2012

Page 38

WHATrsquoS THE SOLUTION WHENhelliphelliphellip

512012

bull Lazy bull Overloaded bull Habitualbull Predictablebull Intelligent bull Inquisitive bull Impatientbull Busy

PEOPLE AREPEOPLE ARE

SixServingMen 6smcoukTuesday 01 May 2012

Page 39

DESIGN ACTIVITIES ISO GUIDELINES

Produce design solutions

3

Evaluate the Design4

Design solution Meets user Requirements

5

Specify User Requirements

2

Understand amp Specify the Context

1

SixServingMen 6smcoukTuesday 01 May 2012

Page 40

TESTING - EMAIL ndash DECISION TREES

SixServingMen 6smcoukTuesday 01 May 2012

Page 41

At no time while I am helping you will your problem become my problem

The instant your problem becomes mine you will no longer have a problem

I cannot help someone who hasnt got a problem

You may ask my help at any appointed time and we will make a joint determination of what the next move will be and who will make it

ONCKEN AND WASS 1974 - MONKEYS

512012

THEORYhelliphelliphellipTHEORYhelliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 42

1 Monkeys should be fed or shot 2 The monkey population should

be kept below the maximum number that the manager has time to feed

3 Monkeys should be fed by appointment only

4 Monkeys shall be fed face to face or by telephone but not in writing

5 Every monkey should have an assigned next feeding time amp degree of initiative

FIVE ACTIONS TO TAKE FIVE ACTIONS TO TAKE

MANAGING MONKEYS

bull GO FOR READY AIM FIRE NOT

READY FIREhelliphellip AIM

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 43

Confidential

RELEVANCE OF EMAIL

SixServingMen 6smcoukTuesday 01 May 2012

Page 44

Memail - WIIFM

512012

1 Whatrsquos in it for Youbull Confirm the email goalbull Prioritise the actions desired

2 Help me do what you want 3 Zero based email design4 Trust ndash Donrsquot break it5 Test 6 Review amp Refine

WHATrsquoS IN IT FOR ME WHATrsquoS IN IT FOR ME

SixServingMen 6smcoukTuesday 01 May 2012

Page 45

Gestalt = Pattern

1 Proximity2 Closure3 Similarity4 Continuity5 Enclosure6 Connection

GESTALT SCHOOL OF PSYCHOLOGY

bull UNDERSTAND HOW AND WHY SOMETHING WORKS ndash NOT JUST THAT IT HAS WORKED

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 46

6smcouk SixServingMen

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

512012

GESTALT SCHOOL OF PSYCHOLOGY

SixServingMen 6smcoukTuesday 01 May 2012

Page 47

DATA INK RATIO

The ink presentsData or InformationNot data or not Information = Noise

THEORYhelliphelliphellipTHEORYhelliphelliphellip

bull PIXELS RATHER THAN INK

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 48

SixServingMen 6smcoukTuesday 01 May 2012

Page 49

6smcouk SixServingMen512012

British Tennis Membership

SixServingMen 6smcoukTuesday 01 May 2012

Page 50

Twitter Newsletter ndash Edition 1

SixServingMen 6smcoukTuesday 01 May 2012

Page 51

6smcouk SixServingMen512012

Sign up to personal training by Direct Debit and enjoy one session absolutely free

SixServingMen 6smcoukTuesday 01 May 2012

Page 52

B2B Marketing introducing Vocus special offer Get a free pound25 MampS voucher for 30 minutes of your time

512012

SixServingMen 6smcoukTuesday 01 May 2012

Page 53

6smcouk SixServingMen512012

Image What does your email say about you

SixServingMen 6smcoukTuesday 01 May 2012

Page 54

Last Chance for online offers

SixServingMen 6smcoukTuesday 01 May 2012

Page 55

EXPECTATION - HOW SOON IS SOON

SixServingMen 6smcoukTuesday 01 May 2012

Page 56

DATA PROTECTION LANDSCAPE25TH JAN 2012 DATA PROTECTION

bull RIGHTS OF THE DATA SUBJECT

bull CONTROLLER AND PROCESSOR

bull TRANSFER OF PERSONAL DATA TO THIRD COUNTRIES OR INTERNATIONAL ORGANISATIONS

bull INDEPENDENT SUPERVISORY AUTHORITIES

bull CO-OPERATION amp CONSISTENCY

bull REMEDIES LIABILITY amp SANCTIONS

bull DELEGATED ACTS amp IMPLEMENTING ACTS

CHAPTERSCHAPTERS

SixServingMen 6smcoukTuesday 01 May 2012

Page 57

SO WHAT

1

VALUE EMAIL2

SEGMENT ndash

MEASURE

AND MONITOR3

GET INTO ldquoWHATrsquoS IN IT

FOR US rdquo

PLANNING4

TEST

5

LISTEN AND REFINE APPROPRIATELY

ACTION POINTSACTION POINTS

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

QUESTIONS

Stefan Elliottstefelliott6smcouk

SixServingMenStef_Elliott

Coffee breakhellip

The next session starts at 340

Re-engagement CampaignsJames Bunting

DMA Email Customer Lifecycle ndash Manchester 19th AprilRe-engaging Lapsed amp Lost Customers

Re-engagement CampaignsJames Bunting

Agenda

What do we mean by lsquowinning customers backrsquo

Re-engaging lapsed and lost subscribers

The benefits of re-engaging lapsed subscribers

The principles of a re-engagement campaign

Automation

Summary

Re-engagement CampaignsJames Bunting

What do we mean by lsquowinning customers backrsquo

Recipients can become unresponsive ndash re-engagement campaigns set out to email the disengaged customers and encourage them to respond to emails again

Re-engagement CampaignsJames Bunting

The benefits of re-engaging lapsed subscribers

Increase open and click rates

Increase conversions

Identify inactive amp dormant subscribers ndash full understanding of your data

Yoursquove spent money acquiring the email address so why lose itIts easier to retain an existing subscriber than find a new one

Re-engagement CampaignsJames Bunting

what is your average open rate

30

Re-engagement CampaignsJames Bunting

Re-engaging lapsed and lost subscribers

What is your average open rate 3070 are lapsed or lost subscribers

Review what you are currently doing

Look at what you are doing and what you want to achieveList out the communications you send by type and messageMap out your customer lifecycle ndash what are the stages the buying processes entry exit and customer touch pointsHow do these correspond to the frequency type and message you are sending

Re-engagement CampaignsJames Bunting

Define interaction and behavioural activity

Define inactive and dormant contactsConsider why someone may have become dormantDivide the list into those that have

not opened an email in the last x monthsnot purchased in the last x months

Important to segment the inactivity furtherSeparate recipients who have been active at some time in their history and made a purchase from those who are truly inactive and have not made a purchaseIt is important that different messages are sent to these different groups

Segment on non-activity

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 39: DMA North: Email customer lifecycle

SixServingMen 6smcoukTuesday 01 May 2012

Page 39

DESIGN ACTIVITIES ISO GUIDELINES

Produce design solutions

3

Evaluate the Design4

Design solution Meets user Requirements

5

Specify User Requirements

2

Understand amp Specify the Context

1

SixServingMen 6smcoukTuesday 01 May 2012

Page 40

TESTING - EMAIL ndash DECISION TREES

SixServingMen 6smcoukTuesday 01 May 2012

Page 41

At no time while I am helping you will your problem become my problem

The instant your problem becomes mine you will no longer have a problem

I cannot help someone who hasnt got a problem

You may ask my help at any appointed time and we will make a joint determination of what the next move will be and who will make it

ONCKEN AND WASS 1974 - MONKEYS

512012

THEORYhelliphelliphellipTHEORYhelliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 42

1 Monkeys should be fed or shot 2 The monkey population should

be kept below the maximum number that the manager has time to feed

3 Monkeys should be fed by appointment only

4 Monkeys shall be fed face to face or by telephone but not in writing

5 Every monkey should have an assigned next feeding time amp degree of initiative

FIVE ACTIONS TO TAKE FIVE ACTIONS TO TAKE

MANAGING MONKEYS

bull GO FOR READY AIM FIRE NOT

READY FIREhelliphellip AIM

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 43

Confidential

RELEVANCE OF EMAIL

SixServingMen 6smcoukTuesday 01 May 2012

Page 44

Memail - WIIFM

512012

1 Whatrsquos in it for Youbull Confirm the email goalbull Prioritise the actions desired

2 Help me do what you want 3 Zero based email design4 Trust ndash Donrsquot break it5 Test 6 Review amp Refine

WHATrsquoS IN IT FOR ME WHATrsquoS IN IT FOR ME

SixServingMen 6smcoukTuesday 01 May 2012

Page 45

Gestalt = Pattern

1 Proximity2 Closure3 Similarity4 Continuity5 Enclosure6 Connection

GESTALT SCHOOL OF PSYCHOLOGY

bull UNDERSTAND HOW AND WHY SOMETHING WORKS ndash NOT JUST THAT IT HAS WORKED

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 46

6smcouk SixServingMen

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

512012

GESTALT SCHOOL OF PSYCHOLOGY

SixServingMen 6smcoukTuesday 01 May 2012

Page 47

DATA INK RATIO

The ink presentsData or InformationNot data or not Information = Noise

THEORYhelliphelliphellipTHEORYhelliphelliphellip

bull PIXELS RATHER THAN INK

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 48

SixServingMen 6smcoukTuesday 01 May 2012

Page 49

6smcouk SixServingMen512012

British Tennis Membership

SixServingMen 6smcoukTuesday 01 May 2012

Page 50

Twitter Newsletter ndash Edition 1

SixServingMen 6smcoukTuesday 01 May 2012

Page 51

6smcouk SixServingMen512012

Sign up to personal training by Direct Debit and enjoy one session absolutely free

SixServingMen 6smcoukTuesday 01 May 2012

Page 52

B2B Marketing introducing Vocus special offer Get a free pound25 MampS voucher for 30 minutes of your time

512012

SixServingMen 6smcoukTuesday 01 May 2012

Page 53

6smcouk SixServingMen512012

Image What does your email say about you

SixServingMen 6smcoukTuesday 01 May 2012

Page 54

Last Chance for online offers

SixServingMen 6smcoukTuesday 01 May 2012

Page 55

EXPECTATION - HOW SOON IS SOON

SixServingMen 6smcoukTuesday 01 May 2012

Page 56

DATA PROTECTION LANDSCAPE25TH JAN 2012 DATA PROTECTION

bull RIGHTS OF THE DATA SUBJECT

bull CONTROLLER AND PROCESSOR

bull TRANSFER OF PERSONAL DATA TO THIRD COUNTRIES OR INTERNATIONAL ORGANISATIONS

bull INDEPENDENT SUPERVISORY AUTHORITIES

bull CO-OPERATION amp CONSISTENCY

bull REMEDIES LIABILITY amp SANCTIONS

bull DELEGATED ACTS amp IMPLEMENTING ACTS

CHAPTERSCHAPTERS

SixServingMen 6smcoukTuesday 01 May 2012

Page 57

SO WHAT

1

VALUE EMAIL2

SEGMENT ndash

MEASURE

AND MONITOR3

GET INTO ldquoWHATrsquoS IN IT

FOR US rdquo

PLANNING4

TEST

5

LISTEN AND REFINE APPROPRIATELY

ACTION POINTSACTION POINTS

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

QUESTIONS

Stefan Elliottstefelliott6smcouk

SixServingMenStef_Elliott

Coffee breakhellip

The next session starts at 340

Re-engagement CampaignsJames Bunting

DMA Email Customer Lifecycle ndash Manchester 19th AprilRe-engaging Lapsed amp Lost Customers

Re-engagement CampaignsJames Bunting

Agenda

What do we mean by lsquowinning customers backrsquo

Re-engaging lapsed and lost subscribers

The benefits of re-engaging lapsed subscribers

The principles of a re-engagement campaign

Automation

Summary

Re-engagement CampaignsJames Bunting

What do we mean by lsquowinning customers backrsquo

Recipients can become unresponsive ndash re-engagement campaigns set out to email the disengaged customers and encourage them to respond to emails again

Re-engagement CampaignsJames Bunting

The benefits of re-engaging lapsed subscribers

Increase open and click rates

Increase conversions

Identify inactive amp dormant subscribers ndash full understanding of your data

Yoursquove spent money acquiring the email address so why lose itIts easier to retain an existing subscriber than find a new one

Re-engagement CampaignsJames Bunting

what is your average open rate

30

Re-engagement CampaignsJames Bunting

Re-engaging lapsed and lost subscribers

What is your average open rate 3070 are lapsed or lost subscribers

Review what you are currently doing

Look at what you are doing and what you want to achieveList out the communications you send by type and messageMap out your customer lifecycle ndash what are the stages the buying processes entry exit and customer touch pointsHow do these correspond to the frequency type and message you are sending

Re-engagement CampaignsJames Bunting

Define interaction and behavioural activity

Define inactive and dormant contactsConsider why someone may have become dormantDivide the list into those that have

not opened an email in the last x monthsnot purchased in the last x months

Important to segment the inactivity furtherSeparate recipients who have been active at some time in their history and made a purchase from those who are truly inactive and have not made a purchaseIt is important that different messages are sent to these different groups

Segment on non-activity

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 40: DMA North: Email customer lifecycle

SixServingMen 6smcoukTuesday 01 May 2012

Page 40

TESTING - EMAIL ndash DECISION TREES

SixServingMen 6smcoukTuesday 01 May 2012

Page 41

At no time while I am helping you will your problem become my problem

The instant your problem becomes mine you will no longer have a problem

I cannot help someone who hasnt got a problem

You may ask my help at any appointed time and we will make a joint determination of what the next move will be and who will make it

ONCKEN AND WASS 1974 - MONKEYS

512012

THEORYhelliphelliphellipTHEORYhelliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 42

1 Monkeys should be fed or shot 2 The monkey population should

be kept below the maximum number that the manager has time to feed

3 Monkeys should be fed by appointment only

4 Monkeys shall be fed face to face or by telephone but not in writing

5 Every monkey should have an assigned next feeding time amp degree of initiative

FIVE ACTIONS TO TAKE FIVE ACTIONS TO TAKE

MANAGING MONKEYS

bull GO FOR READY AIM FIRE NOT

READY FIREhelliphellip AIM

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 43

Confidential

RELEVANCE OF EMAIL

SixServingMen 6smcoukTuesday 01 May 2012

Page 44

Memail - WIIFM

512012

1 Whatrsquos in it for Youbull Confirm the email goalbull Prioritise the actions desired

2 Help me do what you want 3 Zero based email design4 Trust ndash Donrsquot break it5 Test 6 Review amp Refine

WHATrsquoS IN IT FOR ME WHATrsquoS IN IT FOR ME

SixServingMen 6smcoukTuesday 01 May 2012

Page 45

Gestalt = Pattern

1 Proximity2 Closure3 Similarity4 Continuity5 Enclosure6 Connection

GESTALT SCHOOL OF PSYCHOLOGY

bull UNDERSTAND HOW AND WHY SOMETHING WORKS ndash NOT JUST THAT IT HAS WORKED

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 46

6smcouk SixServingMen

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

512012

GESTALT SCHOOL OF PSYCHOLOGY

SixServingMen 6smcoukTuesday 01 May 2012

Page 47

DATA INK RATIO

The ink presentsData or InformationNot data or not Information = Noise

THEORYhelliphelliphellipTHEORYhelliphelliphellip

bull PIXELS RATHER THAN INK

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 48

SixServingMen 6smcoukTuesday 01 May 2012

Page 49

6smcouk SixServingMen512012

British Tennis Membership

SixServingMen 6smcoukTuesday 01 May 2012

Page 50

Twitter Newsletter ndash Edition 1

SixServingMen 6smcoukTuesday 01 May 2012

Page 51

6smcouk SixServingMen512012

Sign up to personal training by Direct Debit and enjoy one session absolutely free

SixServingMen 6smcoukTuesday 01 May 2012

Page 52

B2B Marketing introducing Vocus special offer Get a free pound25 MampS voucher for 30 minutes of your time

512012

SixServingMen 6smcoukTuesday 01 May 2012

Page 53

6smcouk SixServingMen512012

Image What does your email say about you

SixServingMen 6smcoukTuesday 01 May 2012

Page 54

Last Chance for online offers

SixServingMen 6smcoukTuesday 01 May 2012

Page 55

EXPECTATION - HOW SOON IS SOON

SixServingMen 6smcoukTuesday 01 May 2012

Page 56

DATA PROTECTION LANDSCAPE25TH JAN 2012 DATA PROTECTION

bull RIGHTS OF THE DATA SUBJECT

bull CONTROLLER AND PROCESSOR

bull TRANSFER OF PERSONAL DATA TO THIRD COUNTRIES OR INTERNATIONAL ORGANISATIONS

bull INDEPENDENT SUPERVISORY AUTHORITIES

bull CO-OPERATION amp CONSISTENCY

bull REMEDIES LIABILITY amp SANCTIONS

bull DELEGATED ACTS amp IMPLEMENTING ACTS

CHAPTERSCHAPTERS

SixServingMen 6smcoukTuesday 01 May 2012

Page 57

SO WHAT

1

VALUE EMAIL2

SEGMENT ndash

MEASURE

AND MONITOR3

GET INTO ldquoWHATrsquoS IN IT

FOR US rdquo

PLANNING4

TEST

5

LISTEN AND REFINE APPROPRIATELY

ACTION POINTSACTION POINTS

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

QUESTIONS

Stefan Elliottstefelliott6smcouk

SixServingMenStef_Elliott

Coffee breakhellip

The next session starts at 340

Re-engagement CampaignsJames Bunting

DMA Email Customer Lifecycle ndash Manchester 19th AprilRe-engaging Lapsed amp Lost Customers

Re-engagement CampaignsJames Bunting

Agenda

What do we mean by lsquowinning customers backrsquo

Re-engaging lapsed and lost subscribers

The benefits of re-engaging lapsed subscribers

The principles of a re-engagement campaign

Automation

Summary

Re-engagement CampaignsJames Bunting

What do we mean by lsquowinning customers backrsquo

Recipients can become unresponsive ndash re-engagement campaigns set out to email the disengaged customers and encourage them to respond to emails again

Re-engagement CampaignsJames Bunting

The benefits of re-engaging lapsed subscribers

Increase open and click rates

Increase conversions

Identify inactive amp dormant subscribers ndash full understanding of your data

Yoursquove spent money acquiring the email address so why lose itIts easier to retain an existing subscriber than find a new one

Re-engagement CampaignsJames Bunting

what is your average open rate

30

Re-engagement CampaignsJames Bunting

Re-engaging lapsed and lost subscribers

What is your average open rate 3070 are lapsed or lost subscribers

Review what you are currently doing

Look at what you are doing and what you want to achieveList out the communications you send by type and messageMap out your customer lifecycle ndash what are the stages the buying processes entry exit and customer touch pointsHow do these correspond to the frequency type and message you are sending

Re-engagement CampaignsJames Bunting

Define interaction and behavioural activity

Define inactive and dormant contactsConsider why someone may have become dormantDivide the list into those that have

not opened an email in the last x monthsnot purchased in the last x months

Important to segment the inactivity furtherSeparate recipients who have been active at some time in their history and made a purchase from those who are truly inactive and have not made a purchaseIt is important that different messages are sent to these different groups

Segment on non-activity

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 41: DMA North: Email customer lifecycle

SixServingMen 6smcoukTuesday 01 May 2012

Page 41

At no time while I am helping you will your problem become my problem

The instant your problem becomes mine you will no longer have a problem

I cannot help someone who hasnt got a problem

You may ask my help at any appointed time and we will make a joint determination of what the next move will be and who will make it

ONCKEN AND WASS 1974 - MONKEYS

512012

THEORYhelliphelliphellipTHEORYhelliphelliphellip

SixServingMen 6smcoukTuesday 01 May 2012

Page 42

1 Monkeys should be fed or shot 2 The monkey population should

be kept below the maximum number that the manager has time to feed

3 Monkeys should be fed by appointment only

4 Monkeys shall be fed face to face or by telephone but not in writing

5 Every monkey should have an assigned next feeding time amp degree of initiative

FIVE ACTIONS TO TAKE FIVE ACTIONS TO TAKE

MANAGING MONKEYS

bull GO FOR READY AIM FIRE NOT

READY FIREhelliphellip AIM

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 43

Confidential

RELEVANCE OF EMAIL

SixServingMen 6smcoukTuesday 01 May 2012

Page 44

Memail - WIIFM

512012

1 Whatrsquos in it for Youbull Confirm the email goalbull Prioritise the actions desired

2 Help me do what you want 3 Zero based email design4 Trust ndash Donrsquot break it5 Test 6 Review amp Refine

WHATrsquoS IN IT FOR ME WHATrsquoS IN IT FOR ME

SixServingMen 6smcoukTuesday 01 May 2012

Page 45

Gestalt = Pattern

1 Proximity2 Closure3 Similarity4 Continuity5 Enclosure6 Connection

GESTALT SCHOOL OF PSYCHOLOGY

bull UNDERSTAND HOW AND WHY SOMETHING WORKS ndash NOT JUST THAT IT HAS WORKED

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 46

6smcouk SixServingMen

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

512012

GESTALT SCHOOL OF PSYCHOLOGY

SixServingMen 6smcoukTuesday 01 May 2012

Page 47

DATA INK RATIO

The ink presentsData or InformationNot data or not Information = Noise

THEORYhelliphelliphellipTHEORYhelliphelliphellip

bull PIXELS RATHER THAN INK

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 48

SixServingMen 6smcoukTuesday 01 May 2012

Page 49

6smcouk SixServingMen512012

British Tennis Membership

SixServingMen 6smcoukTuesday 01 May 2012

Page 50

Twitter Newsletter ndash Edition 1

SixServingMen 6smcoukTuesday 01 May 2012

Page 51

6smcouk SixServingMen512012

Sign up to personal training by Direct Debit and enjoy one session absolutely free

SixServingMen 6smcoukTuesday 01 May 2012

Page 52

B2B Marketing introducing Vocus special offer Get a free pound25 MampS voucher for 30 minutes of your time

512012

SixServingMen 6smcoukTuesday 01 May 2012

Page 53

6smcouk SixServingMen512012

Image What does your email say about you

SixServingMen 6smcoukTuesday 01 May 2012

Page 54

Last Chance for online offers

SixServingMen 6smcoukTuesday 01 May 2012

Page 55

EXPECTATION - HOW SOON IS SOON

SixServingMen 6smcoukTuesday 01 May 2012

Page 56

DATA PROTECTION LANDSCAPE25TH JAN 2012 DATA PROTECTION

bull RIGHTS OF THE DATA SUBJECT

bull CONTROLLER AND PROCESSOR

bull TRANSFER OF PERSONAL DATA TO THIRD COUNTRIES OR INTERNATIONAL ORGANISATIONS

bull INDEPENDENT SUPERVISORY AUTHORITIES

bull CO-OPERATION amp CONSISTENCY

bull REMEDIES LIABILITY amp SANCTIONS

bull DELEGATED ACTS amp IMPLEMENTING ACTS

CHAPTERSCHAPTERS

SixServingMen 6smcoukTuesday 01 May 2012

Page 57

SO WHAT

1

VALUE EMAIL2

SEGMENT ndash

MEASURE

AND MONITOR3

GET INTO ldquoWHATrsquoS IN IT

FOR US rdquo

PLANNING4

TEST

5

LISTEN AND REFINE APPROPRIATELY

ACTION POINTSACTION POINTS

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

QUESTIONS

Stefan Elliottstefelliott6smcouk

SixServingMenStef_Elliott

Coffee breakhellip

The next session starts at 340

Re-engagement CampaignsJames Bunting

DMA Email Customer Lifecycle ndash Manchester 19th AprilRe-engaging Lapsed amp Lost Customers

Re-engagement CampaignsJames Bunting

Agenda

What do we mean by lsquowinning customers backrsquo

Re-engaging lapsed and lost subscribers

The benefits of re-engaging lapsed subscribers

The principles of a re-engagement campaign

Automation

Summary

Re-engagement CampaignsJames Bunting

What do we mean by lsquowinning customers backrsquo

Recipients can become unresponsive ndash re-engagement campaigns set out to email the disengaged customers and encourage them to respond to emails again

Re-engagement CampaignsJames Bunting

The benefits of re-engaging lapsed subscribers

Increase open and click rates

Increase conversions

Identify inactive amp dormant subscribers ndash full understanding of your data

Yoursquove spent money acquiring the email address so why lose itIts easier to retain an existing subscriber than find a new one

Re-engagement CampaignsJames Bunting

what is your average open rate

30

Re-engagement CampaignsJames Bunting

Re-engaging lapsed and lost subscribers

What is your average open rate 3070 are lapsed or lost subscribers

Review what you are currently doing

Look at what you are doing and what you want to achieveList out the communications you send by type and messageMap out your customer lifecycle ndash what are the stages the buying processes entry exit and customer touch pointsHow do these correspond to the frequency type and message you are sending

Re-engagement CampaignsJames Bunting

Define interaction and behavioural activity

Define inactive and dormant contactsConsider why someone may have become dormantDivide the list into those that have

not opened an email in the last x monthsnot purchased in the last x months

Important to segment the inactivity furtherSeparate recipients who have been active at some time in their history and made a purchase from those who are truly inactive and have not made a purchaseIt is important that different messages are sent to these different groups

Segment on non-activity

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 42: DMA North: Email customer lifecycle

SixServingMen 6smcoukTuesday 01 May 2012

Page 42

1 Monkeys should be fed or shot 2 The monkey population should

be kept below the maximum number that the manager has time to feed

3 Monkeys should be fed by appointment only

4 Monkeys shall be fed face to face or by telephone but not in writing

5 Every monkey should have an assigned next feeding time amp degree of initiative

FIVE ACTIONS TO TAKE FIVE ACTIONS TO TAKE

MANAGING MONKEYS

bull GO FOR READY AIM FIRE NOT

READY FIREhelliphellip AIM

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 43

Confidential

RELEVANCE OF EMAIL

SixServingMen 6smcoukTuesday 01 May 2012

Page 44

Memail - WIIFM

512012

1 Whatrsquos in it for Youbull Confirm the email goalbull Prioritise the actions desired

2 Help me do what you want 3 Zero based email design4 Trust ndash Donrsquot break it5 Test 6 Review amp Refine

WHATrsquoS IN IT FOR ME WHATrsquoS IN IT FOR ME

SixServingMen 6smcoukTuesday 01 May 2012

Page 45

Gestalt = Pattern

1 Proximity2 Closure3 Similarity4 Continuity5 Enclosure6 Connection

GESTALT SCHOOL OF PSYCHOLOGY

bull UNDERSTAND HOW AND WHY SOMETHING WORKS ndash NOT JUST THAT IT HAS WORKED

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 46

6smcouk SixServingMen

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

512012

GESTALT SCHOOL OF PSYCHOLOGY

SixServingMen 6smcoukTuesday 01 May 2012

Page 47

DATA INK RATIO

The ink presentsData or InformationNot data or not Information = Noise

THEORYhelliphelliphellipTHEORYhelliphelliphellip

bull PIXELS RATHER THAN INK

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 48

SixServingMen 6smcoukTuesday 01 May 2012

Page 49

6smcouk SixServingMen512012

British Tennis Membership

SixServingMen 6smcoukTuesday 01 May 2012

Page 50

Twitter Newsletter ndash Edition 1

SixServingMen 6smcoukTuesday 01 May 2012

Page 51

6smcouk SixServingMen512012

Sign up to personal training by Direct Debit and enjoy one session absolutely free

SixServingMen 6smcoukTuesday 01 May 2012

Page 52

B2B Marketing introducing Vocus special offer Get a free pound25 MampS voucher for 30 minutes of your time

512012

SixServingMen 6smcoukTuesday 01 May 2012

Page 53

6smcouk SixServingMen512012

Image What does your email say about you

SixServingMen 6smcoukTuesday 01 May 2012

Page 54

Last Chance for online offers

SixServingMen 6smcoukTuesday 01 May 2012

Page 55

EXPECTATION - HOW SOON IS SOON

SixServingMen 6smcoukTuesday 01 May 2012

Page 56

DATA PROTECTION LANDSCAPE25TH JAN 2012 DATA PROTECTION

bull RIGHTS OF THE DATA SUBJECT

bull CONTROLLER AND PROCESSOR

bull TRANSFER OF PERSONAL DATA TO THIRD COUNTRIES OR INTERNATIONAL ORGANISATIONS

bull INDEPENDENT SUPERVISORY AUTHORITIES

bull CO-OPERATION amp CONSISTENCY

bull REMEDIES LIABILITY amp SANCTIONS

bull DELEGATED ACTS amp IMPLEMENTING ACTS

CHAPTERSCHAPTERS

SixServingMen 6smcoukTuesday 01 May 2012

Page 57

SO WHAT

1

VALUE EMAIL2

SEGMENT ndash

MEASURE

AND MONITOR3

GET INTO ldquoWHATrsquoS IN IT

FOR US rdquo

PLANNING4

TEST

5

LISTEN AND REFINE APPROPRIATELY

ACTION POINTSACTION POINTS

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

QUESTIONS

Stefan Elliottstefelliott6smcouk

SixServingMenStef_Elliott

Coffee breakhellip

The next session starts at 340

Re-engagement CampaignsJames Bunting

DMA Email Customer Lifecycle ndash Manchester 19th AprilRe-engaging Lapsed amp Lost Customers

Re-engagement CampaignsJames Bunting

Agenda

What do we mean by lsquowinning customers backrsquo

Re-engaging lapsed and lost subscribers

The benefits of re-engaging lapsed subscribers

The principles of a re-engagement campaign

Automation

Summary

Re-engagement CampaignsJames Bunting

What do we mean by lsquowinning customers backrsquo

Recipients can become unresponsive ndash re-engagement campaigns set out to email the disengaged customers and encourage them to respond to emails again

Re-engagement CampaignsJames Bunting

The benefits of re-engaging lapsed subscribers

Increase open and click rates

Increase conversions

Identify inactive amp dormant subscribers ndash full understanding of your data

Yoursquove spent money acquiring the email address so why lose itIts easier to retain an existing subscriber than find a new one

Re-engagement CampaignsJames Bunting

what is your average open rate

30

Re-engagement CampaignsJames Bunting

Re-engaging lapsed and lost subscribers

What is your average open rate 3070 are lapsed or lost subscribers

Review what you are currently doing

Look at what you are doing and what you want to achieveList out the communications you send by type and messageMap out your customer lifecycle ndash what are the stages the buying processes entry exit and customer touch pointsHow do these correspond to the frequency type and message you are sending

Re-engagement CampaignsJames Bunting

Define interaction and behavioural activity

Define inactive and dormant contactsConsider why someone may have become dormantDivide the list into those that have

not opened an email in the last x monthsnot purchased in the last x months

Important to segment the inactivity furtherSeparate recipients who have been active at some time in their history and made a purchase from those who are truly inactive and have not made a purchaseIt is important that different messages are sent to these different groups

Segment on non-activity

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 43: DMA North: Email customer lifecycle

SixServingMen 6smcoukTuesday 01 May 2012

Page 43

Confidential

RELEVANCE OF EMAIL

SixServingMen 6smcoukTuesday 01 May 2012

Page 44

Memail - WIIFM

512012

1 Whatrsquos in it for Youbull Confirm the email goalbull Prioritise the actions desired

2 Help me do what you want 3 Zero based email design4 Trust ndash Donrsquot break it5 Test 6 Review amp Refine

WHATrsquoS IN IT FOR ME WHATrsquoS IN IT FOR ME

SixServingMen 6smcoukTuesday 01 May 2012

Page 45

Gestalt = Pattern

1 Proximity2 Closure3 Similarity4 Continuity5 Enclosure6 Connection

GESTALT SCHOOL OF PSYCHOLOGY

bull UNDERSTAND HOW AND WHY SOMETHING WORKS ndash NOT JUST THAT IT HAS WORKED

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 46

6smcouk SixServingMen

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

512012

GESTALT SCHOOL OF PSYCHOLOGY

SixServingMen 6smcoukTuesday 01 May 2012

Page 47

DATA INK RATIO

The ink presentsData or InformationNot data or not Information = Noise

THEORYhelliphelliphellipTHEORYhelliphelliphellip

bull PIXELS RATHER THAN INK

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 48

SixServingMen 6smcoukTuesday 01 May 2012

Page 49

6smcouk SixServingMen512012

British Tennis Membership

SixServingMen 6smcoukTuesday 01 May 2012

Page 50

Twitter Newsletter ndash Edition 1

SixServingMen 6smcoukTuesday 01 May 2012

Page 51

6smcouk SixServingMen512012

Sign up to personal training by Direct Debit and enjoy one session absolutely free

SixServingMen 6smcoukTuesday 01 May 2012

Page 52

B2B Marketing introducing Vocus special offer Get a free pound25 MampS voucher for 30 minutes of your time

512012

SixServingMen 6smcoukTuesday 01 May 2012

Page 53

6smcouk SixServingMen512012

Image What does your email say about you

SixServingMen 6smcoukTuesday 01 May 2012

Page 54

Last Chance for online offers

SixServingMen 6smcoukTuesday 01 May 2012

Page 55

EXPECTATION - HOW SOON IS SOON

SixServingMen 6smcoukTuesday 01 May 2012

Page 56

DATA PROTECTION LANDSCAPE25TH JAN 2012 DATA PROTECTION

bull RIGHTS OF THE DATA SUBJECT

bull CONTROLLER AND PROCESSOR

bull TRANSFER OF PERSONAL DATA TO THIRD COUNTRIES OR INTERNATIONAL ORGANISATIONS

bull INDEPENDENT SUPERVISORY AUTHORITIES

bull CO-OPERATION amp CONSISTENCY

bull REMEDIES LIABILITY amp SANCTIONS

bull DELEGATED ACTS amp IMPLEMENTING ACTS

CHAPTERSCHAPTERS

SixServingMen 6smcoukTuesday 01 May 2012

Page 57

SO WHAT

1

VALUE EMAIL2

SEGMENT ndash

MEASURE

AND MONITOR3

GET INTO ldquoWHATrsquoS IN IT

FOR US rdquo

PLANNING4

TEST

5

LISTEN AND REFINE APPROPRIATELY

ACTION POINTSACTION POINTS

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

QUESTIONS

Stefan Elliottstefelliott6smcouk

SixServingMenStef_Elliott

Coffee breakhellip

The next session starts at 340

Re-engagement CampaignsJames Bunting

DMA Email Customer Lifecycle ndash Manchester 19th AprilRe-engaging Lapsed amp Lost Customers

Re-engagement CampaignsJames Bunting

Agenda

What do we mean by lsquowinning customers backrsquo

Re-engaging lapsed and lost subscribers

The benefits of re-engaging lapsed subscribers

The principles of a re-engagement campaign

Automation

Summary

Re-engagement CampaignsJames Bunting

What do we mean by lsquowinning customers backrsquo

Recipients can become unresponsive ndash re-engagement campaigns set out to email the disengaged customers and encourage them to respond to emails again

Re-engagement CampaignsJames Bunting

The benefits of re-engaging lapsed subscribers

Increase open and click rates

Increase conversions

Identify inactive amp dormant subscribers ndash full understanding of your data

Yoursquove spent money acquiring the email address so why lose itIts easier to retain an existing subscriber than find a new one

Re-engagement CampaignsJames Bunting

what is your average open rate

30

Re-engagement CampaignsJames Bunting

Re-engaging lapsed and lost subscribers

What is your average open rate 3070 are lapsed or lost subscribers

Review what you are currently doing

Look at what you are doing and what you want to achieveList out the communications you send by type and messageMap out your customer lifecycle ndash what are the stages the buying processes entry exit and customer touch pointsHow do these correspond to the frequency type and message you are sending

Re-engagement CampaignsJames Bunting

Define interaction and behavioural activity

Define inactive and dormant contactsConsider why someone may have become dormantDivide the list into those that have

not opened an email in the last x monthsnot purchased in the last x months

Important to segment the inactivity furtherSeparate recipients who have been active at some time in their history and made a purchase from those who are truly inactive and have not made a purchaseIt is important that different messages are sent to these different groups

Segment on non-activity

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 44: DMA North: Email customer lifecycle

SixServingMen 6smcoukTuesday 01 May 2012

Page 44

Memail - WIIFM

512012

1 Whatrsquos in it for Youbull Confirm the email goalbull Prioritise the actions desired

2 Help me do what you want 3 Zero based email design4 Trust ndash Donrsquot break it5 Test 6 Review amp Refine

WHATrsquoS IN IT FOR ME WHATrsquoS IN IT FOR ME

SixServingMen 6smcoukTuesday 01 May 2012

Page 45

Gestalt = Pattern

1 Proximity2 Closure3 Similarity4 Continuity5 Enclosure6 Connection

GESTALT SCHOOL OF PSYCHOLOGY

bull UNDERSTAND HOW AND WHY SOMETHING WORKS ndash NOT JUST THAT IT HAS WORKED

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 46

6smcouk SixServingMen

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

512012

GESTALT SCHOOL OF PSYCHOLOGY

SixServingMen 6smcoukTuesday 01 May 2012

Page 47

DATA INK RATIO

The ink presentsData or InformationNot data or not Information = Noise

THEORYhelliphelliphellipTHEORYhelliphelliphellip

bull PIXELS RATHER THAN INK

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 48

SixServingMen 6smcoukTuesday 01 May 2012

Page 49

6smcouk SixServingMen512012

British Tennis Membership

SixServingMen 6smcoukTuesday 01 May 2012

Page 50

Twitter Newsletter ndash Edition 1

SixServingMen 6smcoukTuesday 01 May 2012

Page 51

6smcouk SixServingMen512012

Sign up to personal training by Direct Debit and enjoy one session absolutely free

SixServingMen 6smcoukTuesday 01 May 2012

Page 52

B2B Marketing introducing Vocus special offer Get a free pound25 MampS voucher for 30 minutes of your time

512012

SixServingMen 6smcoukTuesday 01 May 2012

Page 53

6smcouk SixServingMen512012

Image What does your email say about you

SixServingMen 6smcoukTuesday 01 May 2012

Page 54

Last Chance for online offers

SixServingMen 6smcoukTuesday 01 May 2012

Page 55

EXPECTATION - HOW SOON IS SOON

SixServingMen 6smcoukTuesday 01 May 2012

Page 56

DATA PROTECTION LANDSCAPE25TH JAN 2012 DATA PROTECTION

bull RIGHTS OF THE DATA SUBJECT

bull CONTROLLER AND PROCESSOR

bull TRANSFER OF PERSONAL DATA TO THIRD COUNTRIES OR INTERNATIONAL ORGANISATIONS

bull INDEPENDENT SUPERVISORY AUTHORITIES

bull CO-OPERATION amp CONSISTENCY

bull REMEDIES LIABILITY amp SANCTIONS

bull DELEGATED ACTS amp IMPLEMENTING ACTS

CHAPTERSCHAPTERS

SixServingMen 6smcoukTuesday 01 May 2012

Page 57

SO WHAT

1

VALUE EMAIL2

SEGMENT ndash

MEASURE

AND MONITOR3

GET INTO ldquoWHATrsquoS IN IT

FOR US rdquo

PLANNING4

TEST

5

LISTEN AND REFINE APPROPRIATELY

ACTION POINTSACTION POINTS

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

QUESTIONS

Stefan Elliottstefelliott6smcouk

SixServingMenStef_Elliott

Coffee breakhellip

The next session starts at 340

Re-engagement CampaignsJames Bunting

DMA Email Customer Lifecycle ndash Manchester 19th AprilRe-engaging Lapsed amp Lost Customers

Re-engagement CampaignsJames Bunting

Agenda

What do we mean by lsquowinning customers backrsquo

Re-engaging lapsed and lost subscribers

The benefits of re-engaging lapsed subscribers

The principles of a re-engagement campaign

Automation

Summary

Re-engagement CampaignsJames Bunting

What do we mean by lsquowinning customers backrsquo

Recipients can become unresponsive ndash re-engagement campaigns set out to email the disengaged customers and encourage them to respond to emails again

Re-engagement CampaignsJames Bunting

The benefits of re-engaging lapsed subscribers

Increase open and click rates

Increase conversions

Identify inactive amp dormant subscribers ndash full understanding of your data

Yoursquove spent money acquiring the email address so why lose itIts easier to retain an existing subscriber than find a new one

Re-engagement CampaignsJames Bunting

what is your average open rate

30

Re-engagement CampaignsJames Bunting

Re-engaging lapsed and lost subscribers

What is your average open rate 3070 are lapsed or lost subscribers

Review what you are currently doing

Look at what you are doing and what you want to achieveList out the communications you send by type and messageMap out your customer lifecycle ndash what are the stages the buying processes entry exit and customer touch pointsHow do these correspond to the frequency type and message you are sending

Re-engagement CampaignsJames Bunting

Define interaction and behavioural activity

Define inactive and dormant contactsConsider why someone may have become dormantDivide the list into those that have

not opened an email in the last x monthsnot purchased in the last x months

Important to segment the inactivity furtherSeparate recipients who have been active at some time in their history and made a purchase from those who are truly inactive and have not made a purchaseIt is important that different messages are sent to these different groups

Segment on non-activity

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 45: DMA North: Email customer lifecycle

SixServingMen 6smcoukTuesday 01 May 2012

Page 45

Gestalt = Pattern

1 Proximity2 Closure3 Similarity4 Continuity5 Enclosure6 Connection

GESTALT SCHOOL OF PSYCHOLOGY

bull UNDERSTAND HOW AND WHY SOMETHING WORKS ndash NOT JUST THAT IT HAS WORKED

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 46

6smcouk SixServingMen

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

512012

GESTALT SCHOOL OF PSYCHOLOGY

SixServingMen 6smcoukTuesday 01 May 2012

Page 47

DATA INK RATIO

The ink presentsData or InformationNot data or not Information = Noise

THEORYhelliphelliphellipTHEORYhelliphelliphellip

bull PIXELS RATHER THAN INK

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 48

SixServingMen 6smcoukTuesday 01 May 2012

Page 49

6smcouk SixServingMen512012

British Tennis Membership

SixServingMen 6smcoukTuesday 01 May 2012

Page 50

Twitter Newsletter ndash Edition 1

SixServingMen 6smcoukTuesday 01 May 2012

Page 51

6smcouk SixServingMen512012

Sign up to personal training by Direct Debit and enjoy one session absolutely free

SixServingMen 6smcoukTuesday 01 May 2012

Page 52

B2B Marketing introducing Vocus special offer Get a free pound25 MampS voucher for 30 minutes of your time

512012

SixServingMen 6smcoukTuesday 01 May 2012

Page 53

6smcouk SixServingMen512012

Image What does your email say about you

SixServingMen 6smcoukTuesday 01 May 2012

Page 54

Last Chance for online offers

SixServingMen 6smcoukTuesday 01 May 2012

Page 55

EXPECTATION - HOW SOON IS SOON

SixServingMen 6smcoukTuesday 01 May 2012

Page 56

DATA PROTECTION LANDSCAPE25TH JAN 2012 DATA PROTECTION

bull RIGHTS OF THE DATA SUBJECT

bull CONTROLLER AND PROCESSOR

bull TRANSFER OF PERSONAL DATA TO THIRD COUNTRIES OR INTERNATIONAL ORGANISATIONS

bull INDEPENDENT SUPERVISORY AUTHORITIES

bull CO-OPERATION amp CONSISTENCY

bull REMEDIES LIABILITY amp SANCTIONS

bull DELEGATED ACTS amp IMPLEMENTING ACTS

CHAPTERSCHAPTERS

SixServingMen 6smcoukTuesday 01 May 2012

Page 57

SO WHAT

1

VALUE EMAIL2

SEGMENT ndash

MEASURE

AND MONITOR3

GET INTO ldquoWHATrsquoS IN IT

FOR US rdquo

PLANNING4

TEST

5

LISTEN AND REFINE APPROPRIATELY

ACTION POINTSACTION POINTS

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

QUESTIONS

Stefan Elliottstefelliott6smcouk

SixServingMenStef_Elliott

Coffee breakhellip

The next session starts at 340

Re-engagement CampaignsJames Bunting

DMA Email Customer Lifecycle ndash Manchester 19th AprilRe-engaging Lapsed amp Lost Customers

Re-engagement CampaignsJames Bunting

Agenda

What do we mean by lsquowinning customers backrsquo

Re-engaging lapsed and lost subscribers

The benefits of re-engaging lapsed subscribers

The principles of a re-engagement campaign

Automation

Summary

Re-engagement CampaignsJames Bunting

What do we mean by lsquowinning customers backrsquo

Recipients can become unresponsive ndash re-engagement campaigns set out to email the disengaged customers and encourage them to respond to emails again

Re-engagement CampaignsJames Bunting

The benefits of re-engaging lapsed subscribers

Increase open and click rates

Increase conversions

Identify inactive amp dormant subscribers ndash full understanding of your data

Yoursquove spent money acquiring the email address so why lose itIts easier to retain an existing subscriber than find a new one

Re-engagement CampaignsJames Bunting

what is your average open rate

30

Re-engagement CampaignsJames Bunting

Re-engaging lapsed and lost subscribers

What is your average open rate 3070 are lapsed or lost subscribers

Review what you are currently doing

Look at what you are doing and what you want to achieveList out the communications you send by type and messageMap out your customer lifecycle ndash what are the stages the buying processes entry exit and customer touch pointsHow do these correspond to the frequency type and message you are sending

Re-engagement CampaignsJames Bunting

Define interaction and behavioural activity

Define inactive and dormant contactsConsider why someone may have become dormantDivide the list into those that have

not opened an email in the last x monthsnot purchased in the last x months

Important to segment the inactivity furtherSeparate recipients who have been active at some time in their history and made a purchase from those who are truly inactive and have not made a purchaseIt is important that different messages are sent to these different groups

Segment on non-activity

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 46: DMA North: Email customer lifecycle

SixServingMen 6smcoukTuesday 01 May 2012

Page 46

6smcouk SixServingMen

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

93657920583172146830726410662910 86754278349464726298354643795613 27848619243419220840814679831282 82640215467424740150649750482967 0083240171196402

512012

GESTALT SCHOOL OF PSYCHOLOGY

SixServingMen 6smcoukTuesday 01 May 2012

Page 47

DATA INK RATIO

The ink presentsData or InformationNot data or not Information = Noise

THEORYhelliphelliphellipTHEORYhelliphelliphellip

bull PIXELS RATHER THAN INK

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 48

SixServingMen 6smcoukTuesday 01 May 2012

Page 49

6smcouk SixServingMen512012

British Tennis Membership

SixServingMen 6smcoukTuesday 01 May 2012

Page 50

Twitter Newsletter ndash Edition 1

SixServingMen 6smcoukTuesday 01 May 2012

Page 51

6smcouk SixServingMen512012

Sign up to personal training by Direct Debit and enjoy one session absolutely free

SixServingMen 6smcoukTuesday 01 May 2012

Page 52

B2B Marketing introducing Vocus special offer Get a free pound25 MampS voucher for 30 minutes of your time

512012

SixServingMen 6smcoukTuesday 01 May 2012

Page 53

6smcouk SixServingMen512012

Image What does your email say about you

SixServingMen 6smcoukTuesday 01 May 2012

Page 54

Last Chance for online offers

SixServingMen 6smcoukTuesday 01 May 2012

Page 55

EXPECTATION - HOW SOON IS SOON

SixServingMen 6smcoukTuesday 01 May 2012

Page 56

DATA PROTECTION LANDSCAPE25TH JAN 2012 DATA PROTECTION

bull RIGHTS OF THE DATA SUBJECT

bull CONTROLLER AND PROCESSOR

bull TRANSFER OF PERSONAL DATA TO THIRD COUNTRIES OR INTERNATIONAL ORGANISATIONS

bull INDEPENDENT SUPERVISORY AUTHORITIES

bull CO-OPERATION amp CONSISTENCY

bull REMEDIES LIABILITY amp SANCTIONS

bull DELEGATED ACTS amp IMPLEMENTING ACTS

CHAPTERSCHAPTERS

SixServingMen 6smcoukTuesday 01 May 2012

Page 57

SO WHAT

1

VALUE EMAIL2

SEGMENT ndash

MEASURE

AND MONITOR3

GET INTO ldquoWHATrsquoS IN IT

FOR US rdquo

PLANNING4

TEST

5

LISTEN AND REFINE APPROPRIATELY

ACTION POINTSACTION POINTS

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

QUESTIONS

Stefan Elliottstefelliott6smcouk

SixServingMenStef_Elliott

Coffee breakhellip

The next session starts at 340

Re-engagement CampaignsJames Bunting

DMA Email Customer Lifecycle ndash Manchester 19th AprilRe-engaging Lapsed amp Lost Customers

Re-engagement CampaignsJames Bunting

Agenda

What do we mean by lsquowinning customers backrsquo

Re-engaging lapsed and lost subscribers

The benefits of re-engaging lapsed subscribers

The principles of a re-engagement campaign

Automation

Summary

Re-engagement CampaignsJames Bunting

What do we mean by lsquowinning customers backrsquo

Recipients can become unresponsive ndash re-engagement campaigns set out to email the disengaged customers and encourage them to respond to emails again

Re-engagement CampaignsJames Bunting

The benefits of re-engaging lapsed subscribers

Increase open and click rates

Increase conversions

Identify inactive amp dormant subscribers ndash full understanding of your data

Yoursquove spent money acquiring the email address so why lose itIts easier to retain an existing subscriber than find a new one

Re-engagement CampaignsJames Bunting

what is your average open rate

30

Re-engagement CampaignsJames Bunting

Re-engaging lapsed and lost subscribers

What is your average open rate 3070 are lapsed or lost subscribers

Review what you are currently doing

Look at what you are doing and what you want to achieveList out the communications you send by type and messageMap out your customer lifecycle ndash what are the stages the buying processes entry exit and customer touch pointsHow do these correspond to the frequency type and message you are sending

Re-engagement CampaignsJames Bunting

Define interaction and behavioural activity

Define inactive and dormant contactsConsider why someone may have become dormantDivide the list into those that have

not opened an email in the last x monthsnot purchased in the last x months

Important to segment the inactivity furtherSeparate recipients who have been active at some time in their history and made a purchase from those who are truly inactive and have not made a purchaseIt is important that different messages are sent to these different groups

Segment on non-activity

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 47: DMA North: Email customer lifecycle

SixServingMen 6smcoukTuesday 01 May 2012

Page 47

DATA INK RATIO

The ink presentsData or InformationNot data or not Information = Noise

THEORYhelliphelliphellipTHEORYhelliphelliphellip

bull PIXELS RATHER THAN INK

ACTION POINTACTION POINT

SixServingMen 6smcoukTuesday 01 May 2012

Page 48

SixServingMen 6smcoukTuesday 01 May 2012

Page 49

6smcouk SixServingMen512012

British Tennis Membership

SixServingMen 6smcoukTuesday 01 May 2012

Page 50

Twitter Newsletter ndash Edition 1

SixServingMen 6smcoukTuesday 01 May 2012

Page 51

6smcouk SixServingMen512012

Sign up to personal training by Direct Debit and enjoy one session absolutely free

SixServingMen 6smcoukTuesday 01 May 2012

Page 52

B2B Marketing introducing Vocus special offer Get a free pound25 MampS voucher for 30 minutes of your time

512012

SixServingMen 6smcoukTuesday 01 May 2012

Page 53

6smcouk SixServingMen512012

Image What does your email say about you

SixServingMen 6smcoukTuesday 01 May 2012

Page 54

Last Chance for online offers

SixServingMen 6smcoukTuesday 01 May 2012

Page 55

EXPECTATION - HOW SOON IS SOON

SixServingMen 6smcoukTuesday 01 May 2012

Page 56

DATA PROTECTION LANDSCAPE25TH JAN 2012 DATA PROTECTION

bull RIGHTS OF THE DATA SUBJECT

bull CONTROLLER AND PROCESSOR

bull TRANSFER OF PERSONAL DATA TO THIRD COUNTRIES OR INTERNATIONAL ORGANISATIONS

bull INDEPENDENT SUPERVISORY AUTHORITIES

bull CO-OPERATION amp CONSISTENCY

bull REMEDIES LIABILITY amp SANCTIONS

bull DELEGATED ACTS amp IMPLEMENTING ACTS

CHAPTERSCHAPTERS

SixServingMen 6smcoukTuesday 01 May 2012

Page 57

SO WHAT

1

VALUE EMAIL2

SEGMENT ndash

MEASURE

AND MONITOR3

GET INTO ldquoWHATrsquoS IN IT

FOR US rdquo

PLANNING4

TEST

5

LISTEN AND REFINE APPROPRIATELY

ACTION POINTSACTION POINTS

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

QUESTIONS

Stefan Elliottstefelliott6smcouk

SixServingMenStef_Elliott

Coffee breakhellip

The next session starts at 340

Re-engagement CampaignsJames Bunting

DMA Email Customer Lifecycle ndash Manchester 19th AprilRe-engaging Lapsed amp Lost Customers

Re-engagement CampaignsJames Bunting

Agenda

What do we mean by lsquowinning customers backrsquo

Re-engaging lapsed and lost subscribers

The benefits of re-engaging lapsed subscribers

The principles of a re-engagement campaign

Automation

Summary

Re-engagement CampaignsJames Bunting

What do we mean by lsquowinning customers backrsquo

Recipients can become unresponsive ndash re-engagement campaigns set out to email the disengaged customers and encourage them to respond to emails again

Re-engagement CampaignsJames Bunting

The benefits of re-engaging lapsed subscribers

Increase open and click rates

Increase conversions

Identify inactive amp dormant subscribers ndash full understanding of your data

Yoursquove spent money acquiring the email address so why lose itIts easier to retain an existing subscriber than find a new one

Re-engagement CampaignsJames Bunting

what is your average open rate

30

Re-engagement CampaignsJames Bunting

Re-engaging lapsed and lost subscribers

What is your average open rate 3070 are lapsed or lost subscribers

Review what you are currently doing

Look at what you are doing and what you want to achieveList out the communications you send by type and messageMap out your customer lifecycle ndash what are the stages the buying processes entry exit and customer touch pointsHow do these correspond to the frequency type and message you are sending

Re-engagement CampaignsJames Bunting

Define interaction and behavioural activity

Define inactive and dormant contactsConsider why someone may have become dormantDivide the list into those that have

not opened an email in the last x monthsnot purchased in the last x months

Important to segment the inactivity furtherSeparate recipients who have been active at some time in their history and made a purchase from those who are truly inactive and have not made a purchaseIt is important that different messages are sent to these different groups

Segment on non-activity

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 48: DMA North: Email customer lifecycle

SixServingMen 6smcoukTuesday 01 May 2012

Page 48

SixServingMen 6smcoukTuesday 01 May 2012

Page 49

6smcouk SixServingMen512012

British Tennis Membership

SixServingMen 6smcoukTuesday 01 May 2012

Page 50

Twitter Newsletter ndash Edition 1

SixServingMen 6smcoukTuesday 01 May 2012

Page 51

6smcouk SixServingMen512012

Sign up to personal training by Direct Debit and enjoy one session absolutely free

SixServingMen 6smcoukTuesday 01 May 2012

Page 52

B2B Marketing introducing Vocus special offer Get a free pound25 MampS voucher for 30 minutes of your time

512012

SixServingMen 6smcoukTuesday 01 May 2012

Page 53

6smcouk SixServingMen512012

Image What does your email say about you

SixServingMen 6smcoukTuesday 01 May 2012

Page 54

Last Chance for online offers

SixServingMen 6smcoukTuesday 01 May 2012

Page 55

EXPECTATION - HOW SOON IS SOON

SixServingMen 6smcoukTuesday 01 May 2012

Page 56

DATA PROTECTION LANDSCAPE25TH JAN 2012 DATA PROTECTION

bull RIGHTS OF THE DATA SUBJECT

bull CONTROLLER AND PROCESSOR

bull TRANSFER OF PERSONAL DATA TO THIRD COUNTRIES OR INTERNATIONAL ORGANISATIONS

bull INDEPENDENT SUPERVISORY AUTHORITIES

bull CO-OPERATION amp CONSISTENCY

bull REMEDIES LIABILITY amp SANCTIONS

bull DELEGATED ACTS amp IMPLEMENTING ACTS

CHAPTERSCHAPTERS

SixServingMen 6smcoukTuesday 01 May 2012

Page 57

SO WHAT

1

VALUE EMAIL2

SEGMENT ndash

MEASURE

AND MONITOR3

GET INTO ldquoWHATrsquoS IN IT

FOR US rdquo

PLANNING4

TEST

5

LISTEN AND REFINE APPROPRIATELY

ACTION POINTSACTION POINTS

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

QUESTIONS

Stefan Elliottstefelliott6smcouk

SixServingMenStef_Elliott

Coffee breakhellip

The next session starts at 340

Re-engagement CampaignsJames Bunting

DMA Email Customer Lifecycle ndash Manchester 19th AprilRe-engaging Lapsed amp Lost Customers

Re-engagement CampaignsJames Bunting

Agenda

What do we mean by lsquowinning customers backrsquo

Re-engaging lapsed and lost subscribers

The benefits of re-engaging lapsed subscribers

The principles of a re-engagement campaign

Automation

Summary

Re-engagement CampaignsJames Bunting

What do we mean by lsquowinning customers backrsquo

Recipients can become unresponsive ndash re-engagement campaigns set out to email the disengaged customers and encourage them to respond to emails again

Re-engagement CampaignsJames Bunting

The benefits of re-engaging lapsed subscribers

Increase open and click rates

Increase conversions

Identify inactive amp dormant subscribers ndash full understanding of your data

Yoursquove spent money acquiring the email address so why lose itIts easier to retain an existing subscriber than find a new one

Re-engagement CampaignsJames Bunting

what is your average open rate

30

Re-engagement CampaignsJames Bunting

Re-engaging lapsed and lost subscribers

What is your average open rate 3070 are lapsed or lost subscribers

Review what you are currently doing

Look at what you are doing and what you want to achieveList out the communications you send by type and messageMap out your customer lifecycle ndash what are the stages the buying processes entry exit and customer touch pointsHow do these correspond to the frequency type and message you are sending

Re-engagement CampaignsJames Bunting

Define interaction and behavioural activity

Define inactive and dormant contactsConsider why someone may have become dormantDivide the list into those that have

not opened an email in the last x monthsnot purchased in the last x months

Important to segment the inactivity furtherSeparate recipients who have been active at some time in their history and made a purchase from those who are truly inactive and have not made a purchaseIt is important that different messages are sent to these different groups

Segment on non-activity

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 49: DMA North: Email customer lifecycle

SixServingMen 6smcoukTuesday 01 May 2012

Page 49

6smcouk SixServingMen512012

British Tennis Membership

SixServingMen 6smcoukTuesday 01 May 2012

Page 50

Twitter Newsletter ndash Edition 1

SixServingMen 6smcoukTuesday 01 May 2012

Page 51

6smcouk SixServingMen512012

Sign up to personal training by Direct Debit and enjoy one session absolutely free

SixServingMen 6smcoukTuesday 01 May 2012

Page 52

B2B Marketing introducing Vocus special offer Get a free pound25 MampS voucher for 30 minutes of your time

512012

SixServingMen 6smcoukTuesday 01 May 2012

Page 53

6smcouk SixServingMen512012

Image What does your email say about you

SixServingMen 6smcoukTuesday 01 May 2012

Page 54

Last Chance for online offers

SixServingMen 6smcoukTuesday 01 May 2012

Page 55

EXPECTATION - HOW SOON IS SOON

SixServingMen 6smcoukTuesday 01 May 2012

Page 56

DATA PROTECTION LANDSCAPE25TH JAN 2012 DATA PROTECTION

bull RIGHTS OF THE DATA SUBJECT

bull CONTROLLER AND PROCESSOR

bull TRANSFER OF PERSONAL DATA TO THIRD COUNTRIES OR INTERNATIONAL ORGANISATIONS

bull INDEPENDENT SUPERVISORY AUTHORITIES

bull CO-OPERATION amp CONSISTENCY

bull REMEDIES LIABILITY amp SANCTIONS

bull DELEGATED ACTS amp IMPLEMENTING ACTS

CHAPTERSCHAPTERS

SixServingMen 6smcoukTuesday 01 May 2012

Page 57

SO WHAT

1

VALUE EMAIL2

SEGMENT ndash

MEASURE

AND MONITOR3

GET INTO ldquoWHATrsquoS IN IT

FOR US rdquo

PLANNING4

TEST

5

LISTEN AND REFINE APPROPRIATELY

ACTION POINTSACTION POINTS

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

QUESTIONS

Stefan Elliottstefelliott6smcouk

SixServingMenStef_Elliott

Coffee breakhellip

The next session starts at 340

Re-engagement CampaignsJames Bunting

DMA Email Customer Lifecycle ndash Manchester 19th AprilRe-engaging Lapsed amp Lost Customers

Re-engagement CampaignsJames Bunting

Agenda

What do we mean by lsquowinning customers backrsquo

Re-engaging lapsed and lost subscribers

The benefits of re-engaging lapsed subscribers

The principles of a re-engagement campaign

Automation

Summary

Re-engagement CampaignsJames Bunting

What do we mean by lsquowinning customers backrsquo

Recipients can become unresponsive ndash re-engagement campaigns set out to email the disengaged customers and encourage them to respond to emails again

Re-engagement CampaignsJames Bunting

The benefits of re-engaging lapsed subscribers

Increase open and click rates

Increase conversions

Identify inactive amp dormant subscribers ndash full understanding of your data

Yoursquove spent money acquiring the email address so why lose itIts easier to retain an existing subscriber than find a new one

Re-engagement CampaignsJames Bunting

what is your average open rate

30

Re-engagement CampaignsJames Bunting

Re-engaging lapsed and lost subscribers

What is your average open rate 3070 are lapsed or lost subscribers

Review what you are currently doing

Look at what you are doing and what you want to achieveList out the communications you send by type and messageMap out your customer lifecycle ndash what are the stages the buying processes entry exit and customer touch pointsHow do these correspond to the frequency type and message you are sending

Re-engagement CampaignsJames Bunting

Define interaction and behavioural activity

Define inactive and dormant contactsConsider why someone may have become dormantDivide the list into those that have

not opened an email in the last x monthsnot purchased in the last x months

Important to segment the inactivity furtherSeparate recipients who have been active at some time in their history and made a purchase from those who are truly inactive and have not made a purchaseIt is important that different messages are sent to these different groups

Segment on non-activity

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 50: DMA North: Email customer lifecycle

SixServingMen 6smcoukTuesday 01 May 2012

Page 50

Twitter Newsletter ndash Edition 1

SixServingMen 6smcoukTuesday 01 May 2012

Page 51

6smcouk SixServingMen512012

Sign up to personal training by Direct Debit and enjoy one session absolutely free

SixServingMen 6smcoukTuesday 01 May 2012

Page 52

B2B Marketing introducing Vocus special offer Get a free pound25 MampS voucher for 30 minutes of your time

512012

SixServingMen 6smcoukTuesday 01 May 2012

Page 53

6smcouk SixServingMen512012

Image What does your email say about you

SixServingMen 6smcoukTuesday 01 May 2012

Page 54

Last Chance for online offers

SixServingMen 6smcoukTuesday 01 May 2012

Page 55

EXPECTATION - HOW SOON IS SOON

SixServingMen 6smcoukTuesday 01 May 2012

Page 56

DATA PROTECTION LANDSCAPE25TH JAN 2012 DATA PROTECTION

bull RIGHTS OF THE DATA SUBJECT

bull CONTROLLER AND PROCESSOR

bull TRANSFER OF PERSONAL DATA TO THIRD COUNTRIES OR INTERNATIONAL ORGANISATIONS

bull INDEPENDENT SUPERVISORY AUTHORITIES

bull CO-OPERATION amp CONSISTENCY

bull REMEDIES LIABILITY amp SANCTIONS

bull DELEGATED ACTS amp IMPLEMENTING ACTS

CHAPTERSCHAPTERS

SixServingMen 6smcoukTuesday 01 May 2012

Page 57

SO WHAT

1

VALUE EMAIL2

SEGMENT ndash

MEASURE

AND MONITOR3

GET INTO ldquoWHATrsquoS IN IT

FOR US rdquo

PLANNING4

TEST

5

LISTEN AND REFINE APPROPRIATELY

ACTION POINTSACTION POINTS

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

QUESTIONS

Stefan Elliottstefelliott6smcouk

SixServingMenStef_Elliott

Coffee breakhellip

The next session starts at 340

Re-engagement CampaignsJames Bunting

DMA Email Customer Lifecycle ndash Manchester 19th AprilRe-engaging Lapsed amp Lost Customers

Re-engagement CampaignsJames Bunting

Agenda

What do we mean by lsquowinning customers backrsquo

Re-engaging lapsed and lost subscribers

The benefits of re-engaging lapsed subscribers

The principles of a re-engagement campaign

Automation

Summary

Re-engagement CampaignsJames Bunting

What do we mean by lsquowinning customers backrsquo

Recipients can become unresponsive ndash re-engagement campaigns set out to email the disengaged customers and encourage them to respond to emails again

Re-engagement CampaignsJames Bunting

The benefits of re-engaging lapsed subscribers

Increase open and click rates

Increase conversions

Identify inactive amp dormant subscribers ndash full understanding of your data

Yoursquove spent money acquiring the email address so why lose itIts easier to retain an existing subscriber than find a new one

Re-engagement CampaignsJames Bunting

what is your average open rate

30

Re-engagement CampaignsJames Bunting

Re-engaging lapsed and lost subscribers

What is your average open rate 3070 are lapsed or lost subscribers

Review what you are currently doing

Look at what you are doing and what you want to achieveList out the communications you send by type and messageMap out your customer lifecycle ndash what are the stages the buying processes entry exit and customer touch pointsHow do these correspond to the frequency type and message you are sending

Re-engagement CampaignsJames Bunting

Define interaction and behavioural activity

Define inactive and dormant contactsConsider why someone may have become dormantDivide the list into those that have

not opened an email in the last x monthsnot purchased in the last x months

Important to segment the inactivity furtherSeparate recipients who have been active at some time in their history and made a purchase from those who are truly inactive and have not made a purchaseIt is important that different messages are sent to these different groups

Segment on non-activity

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 51: DMA North: Email customer lifecycle

SixServingMen 6smcoukTuesday 01 May 2012

Page 51

6smcouk SixServingMen512012

Sign up to personal training by Direct Debit and enjoy one session absolutely free

SixServingMen 6smcoukTuesday 01 May 2012

Page 52

B2B Marketing introducing Vocus special offer Get a free pound25 MampS voucher for 30 minutes of your time

512012

SixServingMen 6smcoukTuesday 01 May 2012

Page 53

6smcouk SixServingMen512012

Image What does your email say about you

SixServingMen 6smcoukTuesday 01 May 2012

Page 54

Last Chance for online offers

SixServingMen 6smcoukTuesday 01 May 2012

Page 55

EXPECTATION - HOW SOON IS SOON

SixServingMen 6smcoukTuesday 01 May 2012

Page 56

DATA PROTECTION LANDSCAPE25TH JAN 2012 DATA PROTECTION

bull RIGHTS OF THE DATA SUBJECT

bull CONTROLLER AND PROCESSOR

bull TRANSFER OF PERSONAL DATA TO THIRD COUNTRIES OR INTERNATIONAL ORGANISATIONS

bull INDEPENDENT SUPERVISORY AUTHORITIES

bull CO-OPERATION amp CONSISTENCY

bull REMEDIES LIABILITY amp SANCTIONS

bull DELEGATED ACTS amp IMPLEMENTING ACTS

CHAPTERSCHAPTERS

SixServingMen 6smcoukTuesday 01 May 2012

Page 57

SO WHAT

1

VALUE EMAIL2

SEGMENT ndash

MEASURE

AND MONITOR3

GET INTO ldquoWHATrsquoS IN IT

FOR US rdquo

PLANNING4

TEST

5

LISTEN AND REFINE APPROPRIATELY

ACTION POINTSACTION POINTS

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

QUESTIONS

Stefan Elliottstefelliott6smcouk

SixServingMenStef_Elliott

Coffee breakhellip

The next session starts at 340

Re-engagement CampaignsJames Bunting

DMA Email Customer Lifecycle ndash Manchester 19th AprilRe-engaging Lapsed amp Lost Customers

Re-engagement CampaignsJames Bunting

Agenda

What do we mean by lsquowinning customers backrsquo

Re-engaging lapsed and lost subscribers

The benefits of re-engaging lapsed subscribers

The principles of a re-engagement campaign

Automation

Summary

Re-engagement CampaignsJames Bunting

What do we mean by lsquowinning customers backrsquo

Recipients can become unresponsive ndash re-engagement campaigns set out to email the disengaged customers and encourage them to respond to emails again

Re-engagement CampaignsJames Bunting

The benefits of re-engaging lapsed subscribers

Increase open and click rates

Increase conversions

Identify inactive amp dormant subscribers ndash full understanding of your data

Yoursquove spent money acquiring the email address so why lose itIts easier to retain an existing subscriber than find a new one

Re-engagement CampaignsJames Bunting

what is your average open rate

30

Re-engagement CampaignsJames Bunting

Re-engaging lapsed and lost subscribers

What is your average open rate 3070 are lapsed or lost subscribers

Review what you are currently doing

Look at what you are doing and what you want to achieveList out the communications you send by type and messageMap out your customer lifecycle ndash what are the stages the buying processes entry exit and customer touch pointsHow do these correspond to the frequency type and message you are sending

Re-engagement CampaignsJames Bunting

Define interaction and behavioural activity

Define inactive and dormant contactsConsider why someone may have become dormantDivide the list into those that have

not opened an email in the last x monthsnot purchased in the last x months

Important to segment the inactivity furtherSeparate recipients who have been active at some time in their history and made a purchase from those who are truly inactive and have not made a purchaseIt is important that different messages are sent to these different groups

Segment on non-activity

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 52: DMA North: Email customer lifecycle

SixServingMen 6smcoukTuesday 01 May 2012

Page 52

B2B Marketing introducing Vocus special offer Get a free pound25 MampS voucher for 30 minutes of your time

512012

SixServingMen 6smcoukTuesday 01 May 2012

Page 53

6smcouk SixServingMen512012

Image What does your email say about you

SixServingMen 6smcoukTuesday 01 May 2012

Page 54

Last Chance for online offers

SixServingMen 6smcoukTuesday 01 May 2012

Page 55

EXPECTATION - HOW SOON IS SOON

SixServingMen 6smcoukTuesday 01 May 2012

Page 56

DATA PROTECTION LANDSCAPE25TH JAN 2012 DATA PROTECTION

bull RIGHTS OF THE DATA SUBJECT

bull CONTROLLER AND PROCESSOR

bull TRANSFER OF PERSONAL DATA TO THIRD COUNTRIES OR INTERNATIONAL ORGANISATIONS

bull INDEPENDENT SUPERVISORY AUTHORITIES

bull CO-OPERATION amp CONSISTENCY

bull REMEDIES LIABILITY amp SANCTIONS

bull DELEGATED ACTS amp IMPLEMENTING ACTS

CHAPTERSCHAPTERS

SixServingMen 6smcoukTuesday 01 May 2012

Page 57

SO WHAT

1

VALUE EMAIL2

SEGMENT ndash

MEASURE

AND MONITOR3

GET INTO ldquoWHATrsquoS IN IT

FOR US rdquo

PLANNING4

TEST

5

LISTEN AND REFINE APPROPRIATELY

ACTION POINTSACTION POINTS

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

QUESTIONS

Stefan Elliottstefelliott6smcouk

SixServingMenStef_Elliott

Coffee breakhellip

The next session starts at 340

Re-engagement CampaignsJames Bunting

DMA Email Customer Lifecycle ndash Manchester 19th AprilRe-engaging Lapsed amp Lost Customers

Re-engagement CampaignsJames Bunting

Agenda

What do we mean by lsquowinning customers backrsquo

Re-engaging lapsed and lost subscribers

The benefits of re-engaging lapsed subscribers

The principles of a re-engagement campaign

Automation

Summary

Re-engagement CampaignsJames Bunting

What do we mean by lsquowinning customers backrsquo

Recipients can become unresponsive ndash re-engagement campaigns set out to email the disengaged customers and encourage them to respond to emails again

Re-engagement CampaignsJames Bunting

The benefits of re-engaging lapsed subscribers

Increase open and click rates

Increase conversions

Identify inactive amp dormant subscribers ndash full understanding of your data

Yoursquove spent money acquiring the email address so why lose itIts easier to retain an existing subscriber than find a new one

Re-engagement CampaignsJames Bunting

what is your average open rate

30

Re-engagement CampaignsJames Bunting

Re-engaging lapsed and lost subscribers

What is your average open rate 3070 are lapsed or lost subscribers

Review what you are currently doing

Look at what you are doing and what you want to achieveList out the communications you send by type and messageMap out your customer lifecycle ndash what are the stages the buying processes entry exit and customer touch pointsHow do these correspond to the frequency type and message you are sending

Re-engagement CampaignsJames Bunting

Define interaction and behavioural activity

Define inactive and dormant contactsConsider why someone may have become dormantDivide the list into those that have

not opened an email in the last x monthsnot purchased in the last x months

Important to segment the inactivity furtherSeparate recipients who have been active at some time in their history and made a purchase from those who are truly inactive and have not made a purchaseIt is important that different messages are sent to these different groups

Segment on non-activity

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 53: DMA North: Email customer lifecycle

SixServingMen 6smcoukTuesday 01 May 2012

Page 53

6smcouk SixServingMen512012

Image What does your email say about you

SixServingMen 6smcoukTuesday 01 May 2012

Page 54

Last Chance for online offers

SixServingMen 6smcoukTuesday 01 May 2012

Page 55

EXPECTATION - HOW SOON IS SOON

SixServingMen 6smcoukTuesday 01 May 2012

Page 56

DATA PROTECTION LANDSCAPE25TH JAN 2012 DATA PROTECTION

bull RIGHTS OF THE DATA SUBJECT

bull CONTROLLER AND PROCESSOR

bull TRANSFER OF PERSONAL DATA TO THIRD COUNTRIES OR INTERNATIONAL ORGANISATIONS

bull INDEPENDENT SUPERVISORY AUTHORITIES

bull CO-OPERATION amp CONSISTENCY

bull REMEDIES LIABILITY amp SANCTIONS

bull DELEGATED ACTS amp IMPLEMENTING ACTS

CHAPTERSCHAPTERS

SixServingMen 6smcoukTuesday 01 May 2012

Page 57

SO WHAT

1

VALUE EMAIL2

SEGMENT ndash

MEASURE

AND MONITOR3

GET INTO ldquoWHATrsquoS IN IT

FOR US rdquo

PLANNING4

TEST

5

LISTEN AND REFINE APPROPRIATELY

ACTION POINTSACTION POINTS

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

QUESTIONS

Stefan Elliottstefelliott6smcouk

SixServingMenStef_Elliott

Coffee breakhellip

The next session starts at 340

Re-engagement CampaignsJames Bunting

DMA Email Customer Lifecycle ndash Manchester 19th AprilRe-engaging Lapsed amp Lost Customers

Re-engagement CampaignsJames Bunting

Agenda

What do we mean by lsquowinning customers backrsquo

Re-engaging lapsed and lost subscribers

The benefits of re-engaging lapsed subscribers

The principles of a re-engagement campaign

Automation

Summary

Re-engagement CampaignsJames Bunting

What do we mean by lsquowinning customers backrsquo

Recipients can become unresponsive ndash re-engagement campaigns set out to email the disengaged customers and encourage them to respond to emails again

Re-engagement CampaignsJames Bunting

The benefits of re-engaging lapsed subscribers

Increase open and click rates

Increase conversions

Identify inactive amp dormant subscribers ndash full understanding of your data

Yoursquove spent money acquiring the email address so why lose itIts easier to retain an existing subscriber than find a new one

Re-engagement CampaignsJames Bunting

what is your average open rate

30

Re-engagement CampaignsJames Bunting

Re-engaging lapsed and lost subscribers

What is your average open rate 3070 are lapsed or lost subscribers

Review what you are currently doing

Look at what you are doing and what you want to achieveList out the communications you send by type and messageMap out your customer lifecycle ndash what are the stages the buying processes entry exit and customer touch pointsHow do these correspond to the frequency type and message you are sending

Re-engagement CampaignsJames Bunting

Define interaction and behavioural activity

Define inactive and dormant contactsConsider why someone may have become dormantDivide the list into those that have

not opened an email in the last x monthsnot purchased in the last x months

Important to segment the inactivity furtherSeparate recipients who have been active at some time in their history and made a purchase from those who are truly inactive and have not made a purchaseIt is important that different messages are sent to these different groups

Segment on non-activity

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 54: DMA North: Email customer lifecycle

SixServingMen 6smcoukTuesday 01 May 2012

Page 54

Last Chance for online offers

SixServingMen 6smcoukTuesday 01 May 2012

Page 55

EXPECTATION - HOW SOON IS SOON

SixServingMen 6smcoukTuesday 01 May 2012

Page 56

DATA PROTECTION LANDSCAPE25TH JAN 2012 DATA PROTECTION

bull RIGHTS OF THE DATA SUBJECT

bull CONTROLLER AND PROCESSOR

bull TRANSFER OF PERSONAL DATA TO THIRD COUNTRIES OR INTERNATIONAL ORGANISATIONS

bull INDEPENDENT SUPERVISORY AUTHORITIES

bull CO-OPERATION amp CONSISTENCY

bull REMEDIES LIABILITY amp SANCTIONS

bull DELEGATED ACTS amp IMPLEMENTING ACTS

CHAPTERSCHAPTERS

SixServingMen 6smcoukTuesday 01 May 2012

Page 57

SO WHAT

1

VALUE EMAIL2

SEGMENT ndash

MEASURE

AND MONITOR3

GET INTO ldquoWHATrsquoS IN IT

FOR US rdquo

PLANNING4

TEST

5

LISTEN AND REFINE APPROPRIATELY

ACTION POINTSACTION POINTS

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

QUESTIONS

Stefan Elliottstefelliott6smcouk

SixServingMenStef_Elliott

Coffee breakhellip

The next session starts at 340

Re-engagement CampaignsJames Bunting

DMA Email Customer Lifecycle ndash Manchester 19th AprilRe-engaging Lapsed amp Lost Customers

Re-engagement CampaignsJames Bunting

Agenda

What do we mean by lsquowinning customers backrsquo

Re-engaging lapsed and lost subscribers

The benefits of re-engaging lapsed subscribers

The principles of a re-engagement campaign

Automation

Summary

Re-engagement CampaignsJames Bunting

What do we mean by lsquowinning customers backrsquo

Recipients can become unresponsive ndash re-engagement campaigns set out to email the disengaged customers and encourage them to respond to emails again

Re-engagement CampaignsJames Bunting

The benefits of re-engaging lapsed subscribers

Increase open and click rates

Increase conversions

Identify inactive amp dormant subscribers ndash full understanding of your data

Yoursquove spent money acquiring the email address so why lose itIts easier to retain an existing subscriber than find a new one

Re-engagement CampaignsJames Bunting

what is your average open rate

30

Re-engagement CampaignsJames Bunting

Re-engaging lapsed and lost subscribers

What is your average open rate 3070 are lapsed or lost subscribers

Review what you are currently doing

Look at what you are doing and what you want to achieveList out the communications you send by type and messageMap out your customer lifecycle ndash what are the stages the buying processes entry exit and customer touch pointsHow do these correspond to the frequency type and message you are sending

Re-engagement CampaignsJames Bunting

Define interaction and behavioural activity

Define inactive and dormant contactsConsider why someone may have become dormantDivide the list into those that have

not opened an email in the last x monthsnot purchased in the last x months

Important to segment the inactivity furtherSeparate recipients who have been active at some time in their history and made a purchase from those who are truly inactive and have not made a purchaseIt is important that different messages are sent to these different groups

Segment on non-activity

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 55: DMA North: Email customer lifecycle

SixServingMen 6smcoukTuesday 01 May 2012

Page 55

EXPECTATION - HOW SOON IS SOON

SixServingMen 6smcoukTuesday 01 May 2012

Page 56

DATA PROTECTION LANDSCAPE25TH JAN 2012 DATA PROTECTION

bull RIGHTS OF THE DATA SUBJECT

bull CONTROLLER AND PROCESSOR

bull TRANSFER OF PERSONAL DATA TO THIRD COUNTRIES OR INTERNATIONAL ORGANISATIONS

bull INDEPENDENT SUPERVISORY AUTHORITIES

bull CO-OPERATION amp CONSISTENCY

bull REMEDIES LIABILITY amp SANCTIONS

bull DELEGATED ACTS amp IMPLEMENTING ACTS

CHAPTERSCHAPTERS

SixServingMen 6smcoukTuesday 01 May 2012

Page 57

SO WHAT

1

VALUE EMAIL2

SEGMENT ndash

MEASURE

AND MONITOR3

GET INTO ldquoWHATrsquoS IN IT

FOR US rdquo

PLANNING4

TEST

5

LISTEN AND REFINE APPROPRIATELY

ACTION POINTSACTION POINTS

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

QUESTIONS

Stefan Elliottstefelliott6smcouk

SixServingMenStef_Elliott

Coffee breakhellip

The next session starts at 340

Re-engagement CampaignsJames Bunting

DMA Email Customer Lifecycle ndash Manchester 19th AprilRe-engaging Lapsed amp Lost Customers

Re-engagement CampaignsJames Bunting

Agenda

What do we mean by lsquowinning customers backrsquo

Re-engaging lapsed and lost subscribers

The benefits of re-engaging lapsed subscribers

The principles of a re-engagement campaign

Automation

Summary

Re-engagement CampaignsJames Bunting

What do we mean by lsquowinning customers backrsquo

Recipients can become unresponsive ndash re-engagement campaigns set out to email the disengaged customers and encourage them to respond to emails again

Re-engagement CampaignsJames Bunting

The benefits of re-engaging lapsed subscribers

Increase open and click rates

Increase conversions

Identify inactive amp dormant subscribers ndash full understanding of your data

Yoursquove spent money acquiring the email address so why lose itIts easier to retain an existing subscriber than find a new one

Re-engagement CampaignsJames Bunting

what is your average open rate

30

Re-engagement CampaignsJames Bunting

Re-engaging lapsed and lost subscribers

What is your average open rate 3070 are lapsed or lost subscribers

Review what you are currently doing

Look at what you are doing and what you want to achieveList out the communications you send by type and messageMap out your customer lifecycle ndash what are the stages the buying processes entry exit and customer touch pointsHow do these correspond to the frequency type and message you are sending

Re-engagement CampaignsJames Bunting

Define interaction and behavioural activity

Define inactive and dormant contactsConsider why someone may have become dormantDivide the list into those that have

not opened an email in the last x monthsnot purchased in the last x months

Important to segment the inactivity furtherSeparate recipients who have been active at some time in their history and made a purchase from those who are truly inactive and have not made a purchaseIt is important that different messages are sent to these different groups

Segment on non-activity

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 56: DMA North: Email customer lifecycle

SixServingMen 6smcoukTuesday 01 May 2012

Page 56

DATA PROTECTION LANDSCAPE25TH JAN 2012 DATA PROTECTION

bull RIGHTS OF THE DATA SUBJECT

bull CONTROLLER AND PROCESSOR

bull TRANSFER OF PERSONAL DATA TO THIRD COUNTRIES OR INTERNATIONAL ORGANISATIONS

bull INDEPENDENT SUPERVISORY AUTHORITIES

bull CO-OPERATION amp CONSISTENCY

bull REMEDIES LIABILITY amp SANCTIONS

bull DELEGATED ACTS amp IMPLEMENTING ACTS

CHAPTERSCHAPTERS

SixServingMen 6smcoukTuesday 01 May 2012

Page 57

SO WHAT

1

VALUE EMAIL2

SEGMENT ndash

MEASURE

AND MONITOR3

GET INTO ldquoWHATrsquoS IN IT

FOR US rdquo

PLANNING4

TEST

5

LISTEN AND REFINE APPROPRIATELY

ACTION POINTSACTION POINTS

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

QUESTIONS

Stefan Elliottstefelliott6smcouk

SixServingMenStef_Elliott

Coffee breakhellip

The next session starts at 340

Re-engagement CampaignsJames Bunting

DMA Email Customer Lifecycle ndash Manchester 19th AprilRe-engaging Lapsed amp Lost Customers

Re-engagement CampaignsJames Bunting

Agenda

What do we mean by lsquowinning customers backrsquo

Re-engaging lapsed and lost subscribers

The benefits of re-engaging lapsed subscribers

The principles of a re-engagement campaign

Automation

Summary

Re-engagement CampaignsJames Bunting

What do we mean by lsquowinning customers backrsquo

Recipients can become unresponsive ndash re-engagement campaigns set out to email the disengaged customers and encourage them to respond to emails again

Re-engagement CampaignsJames Bunting

The benefits of re-engaging lapsed subscribers

Increase open and click rates

Increase conversions

Identify inactive amp dormant subscribers ndash full understanding of your data

Yoursquove spent money acquiring the email address so why lose itIts easier to retain an existing subscriber than find a new one

Re-engagement CampaignsJames Bunting

what is your average open rate

30

Re-engagement CampaignsJames Bunting

Re-engaging lapsed and lost subscribers

What is your average open rate 3070 are lapsed or lost subscribers

Review what you are currently doing

Look at what you are doing and what you want to achieveList out the communications you send by type and messageMap out your customer lifecycle ndash what are the stages the buying processes entry exit and customer touch pointsHow do these correspond to the frequency type and message you are sending

Re-engagement CampaignsJames Bunting

Define interaction and behavioural activity

Define inactive and dormant contactsConsider why someone may have become dormantDivide the list into those that have

not opened an email in the last x monthsnot purchased in the last x months

Important to segment the inactivity furtherSeparate recipients who have been active at some time in their history and made a purchase from those who are truly inactive and have not made a purchaseIt is important that different messages are sent to these different groups

Segment on non-activity

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 57: DMA North: Email customer lifecycle

SixServingMen 6smcoukTuesday 01 May 2012

Page 57

SO WHAT

1

VALUE EMAIL2

SEGMENT ndash

MEASURE

AND MONITOR3

GET INTO ldquoWHATrsquoS IN IT

FOR US rdquo

PLANNING4

TEST

5

LISTEN AND REFINE APPROPRIATELY

ACTION POINTSACTION POINTS

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

QUESTIONS

Stefan Elliottstefelliott6smcouk

SixServingMenStef_Elliott

Coffee breakhellip

The next session starts at 340

Re-engagement CampaignsJames Bunting

DMA Email Customer Lifecycle ndash Manchester 19th AprilRe-engaging Lapsed amp Lost Customers

Re-engagement CampaignsJames Bunting

Agenda

What do we mean by lsquowinning customers backrsquo

Re-engaging lapsed and lost subscribers

The benefits of re-engaging lapsed subscribers

The principles of a re-engagement campaign

Automation

Summary

Re-engagement CampaignsJames Bunting

What do we mean by lsquowinning customers backrsquo

Recipients can become unresponsive ndash re-engagement campaigns set out to email the disengaged customers and encourage them to respond to emails again

Re-engagement CampaignsJames Bunting

The benefits of re-engaging lapsed subscribers

Increase open and click rates

Increase conversions

Identify inactive amp dormant subscribers ndash full understanding of your data

Yoursquove spent money acquiring the email address so why lose itIts easier to retain an existing subscriber than find a new one

Re-engagement CampaignsJames Bunting

what is your average open rate

30

Re-engagement CampaignsJames Bunting

Re-engaging lapsed and lost subscribers

What is your average open rate 3070 are lapsed or lost subscribers

Review what you are currently doing

Look at what you are doing and what you want to achieveList out the communications you send by type and messageMap out your customer lifecycle ndash what are the stages the buying processes entry exit and customer touch pointsHow do these correspond to the frequency type and message you are sending

Re-engagement CampaignsJames Bunting

Define interaction and behavioural activity

Define inactive and dormant contactsConsider why someone may have become dormantDivide the list into those that have

not opened an email in the last x monthsnot purchased in the last x months

Important to segment the inactivity furtherSeparate recipients who have been active at some time in their history and made a purchase from those who are truly inactive and have not made a purchaseIt is important that different messages are sent to these different groups

Segment on non-activity

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 58: DMA North: Email customer lifecycle

6smcoukSixServingMen 6smcoukTuesday 01 May 2012

QUESTIONS

Stefan Elliottstefelliott6smcouk

SixServingMenStef_Elliott

Coffee breakhellip

The next session starts at 340

Re-engagement CampaignsJames Bunting

DMA Email Customer Lifecycle ndash Manchester 19th AprilRe-engaging Lapsed amp Lost Customers

Re-engagement CampaignsJames Bunting

Agenda

What do we mean by lsquowinning customers backrsquo

Re-engaging lapsed and lost subscribers

The benefits of re-engaging lapsed subscribers

The principles of a re-engagement campaign

Automation

Summary

Re-engagement CampaignsJames Bunting

What do we mean by lsquowinning customers backrsquo

Recipients can become unresponsive ndash re-engagement campaigns set out to email the disengaged customers and encourage them to respond to emails again

Re-engagement CampaignsJames Bunting

The benefits of re-engaging lapsed subscribers

Increase open and click rates

Increase conversions

Identify inactive amp dormant subscribers ndash full understanding of your data

Yoursquove spent money acquiring the email address so why lose itIts easier to retain an existing subscriber than find a new one

Re-engagement CampaignsJames Bunting

what is your average open rate

30

Re-engagement CampaignsJames Bunting

Re-engaging lapsed and lost subscribers

What is your average open rate 3070 are lapsed or lost subscribers

Review what you are currently doing

Look at what you are doing and what you want to achieveList out the communications you send by type and messageMap out your customer lifecycle ndash what are the stages the buying processes entry exit and customer touch pointsHow do these correspond to the frequency type and message you are sending

Re-engagement CampaignsJames Bunting

Define interaction and behavioural activity

Define inactive and dormant contactsConsider why someone may have become dormantDivide the list into those that have

not opened an email in the last x monthsnot purchased in the last x months

Important to segment the inactivity furtherSeparate recipients who have been active at some time in their history and made a purchase from those who are truly inactive and have not made a purchaseIt is important that different messages are sent to these different groups

Segment on non-activity

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 59: DMA North: Email customer lifecycle

Coffee breakhellip

The next session starts at 340

Re-engagement CampaignsJames Bunting

DMA Email Customer Lifecycle ndash Manchester 19th AprilRe-engaging Lapsed amp Lost Customers

Re-engagement CampaignsJames Bunting

Agenda

What do we mean by lsquowinning customers backrsquo

Re-engaging lapsed and lost subscribers

The benefits of re-engaging lapsed subscribers

The principles of a re-engagement campaign

Automation

Summary

Re-engagement CampaignsJames Bunting

What do we mean by lsquowinning customers backrsquo

Recipients can become unresponsive ndash re-engagement campaigns set out to email the disengaged customers and encourage them to respond to emails again

Re-engagement CampaignsJames Bunting

The benefits of re-engaging lapsed subscribers

Increase open and click rates

Increase conversions

Identify inactive amp dormant subscribers ndash full understanding of your data

Yoursquove spent money acquiring the email address so why lose itIts easier to retain an existing subscriber than find a new one

Re-engagement CampaignsJames Bunting

what is your average open rate

30

Re-engagement CampaignsJames Bunting

Re-engaging lapsed and lost subscribers

What is your average open rate 3070 are lapsed or lost subscribers

Review what you are currently doing

Look at what you are doing and what you want to achieveList out the communications you send by type and messageMap out your customer lifecycle ndash what are the stages the buying processes entry exit and customer touch pointsHow do these correspond to the frequency type and message you are sending

Re-engagement CampaignsJames Bunting

Define interaction and behavioural activity

Define inactive and dormant contactsConsider why someone may have become dormantDivide the list into those that have

not opened an email in the last x monthsnot purchased in the last x months

Important to segment the inactivity furtherSeparate recipients who have been active at some time in their history and made a purchase from those who are truly inactive and have not made a purchaseIt is important that different messages are sent to these different groups

Segment on non-activity

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 60: DMA North: Email customer lifecycle

Re-engagement CampaignsJames Bunting

DMA Email Customer Lifecycle ndash Manchester 19th AprilRe-engaging Lapsed amp Lost Customers

Re-engagement CampaignsJames Bunting

Agenda

What do we mean by lsquowinning customers backrsquo

Re-engaging lapsed and lost subscribers

The benefits of re-engaging lapsed subscribers

The principles of a re-engagement campaign

Automation

Summary

Re-engagement CampaignsJames Bunting

What do we mean by lsquowinning customers backrsquo

Recipients can become unresponsive ndash re-engagement campaigns set out to email the disengaged customers and encourage them to respond to emails again

Re-engagement CampaignsJames Bunting

The benefits of re-engaging lapsed subscribers

Increase open and click rates

Increase conversions

Identify inactive amp dormant subscribers ndash full understanding of your data

Yoursquove spent money acquiring the email address so why lose itIts easier to retain an existing subscriber than find a new one

Re-engagement CampaignsJames Bunting

what is your average open rate

30

Re-engagement CampaignsJames Bunting

Re-engaging lapsed and lost subscribers

What is your average open rate 3070 are lapsed or lost subscribers

Review what you are currently doing

Look at what you are doing and what you want to achieveList out the communications you send by type and messageMap out your customer lifecycle ndash what are the stages the buying processes entry exit and customer touch pointsHow do these correspond to the frequency type and message you are sending

Re-engagement CampaignsJames Bunting

Define interaction and behavioural activity

Define inactive and dormant contactsConsider why someone may have become dormantDivide the list into those that have

not opened an email in the last x monthsnot purchased in the last x months

Important to segment the inactivity furtherSeparate recipients who have been active at some time in their history and made a purchase from those who are truly inactive and have not made a purchaseIt is important that different messages are sent to these different groups

Segment on non-activity

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 61: DMA North: Email customer lifecycle

Re-engagement CampaignsJames Bunting

Agenda

What do we mean by lsquowinning customers backrsquo

Re-engaging lapsed and lost subscribers

The benefits of re-engaging lapsed subscribers

The principles of a re-engagement campaign

Automation

Summary

Re-engagement CampaignsJames Bunting

What do we mean by lsquowinning customers backrsquo

Recipients can become unresponsive ndash re-engagement campaigns set out to email the disengaged customers and encourage them to respond to emails again

Re-engagement CampaignsJames Bunting

The benefits of re-engaging lapsed subscribers

Increase open and click rates

Increase conversions

Identify inactive amp dormant subscribers ndash full understanding of your data

Yoursquove spent money acquiring the email address so why lose itIts easier to retain an existing subscriber than find a new one

Re-engagement CampaignsJames Bunting

what is your average open rate

30

Re-engagement CampaignsJames Bunting

Re-engaging lapsed and lost subscribers

What is your average open rate 3070 are lapsed or lost subscribers

Review what you are currently doing

Look at what you are doing and what you want to achieveList out the communications you send by type and messageMap out your customer lifecycle ndash what are the stages the buying processes entry exit and customer touch pointsHow do these correspond to the frequency type and message you are sending

Re-engagement CampaignsJames Bunting

Define interaction and behavioural activity

Define inactive and dormant contactsConsider why someone may have become dormantDivide the list into those that have

not opened an email in the last x monthsnot purchased in the last x months

Important to segment the inactivity furtherSeparate recipients who have been active at some time in their history and made a purchase from those who are truly inactive and have not made a purchaseIt is important that different messages are sent to these different groups

Segment on non-activity

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 62: DMA North: Email customer lifecycle

Re-engagement CampaignsJames Bunting

What do we mean by lsquowinning customers backrsquo

Recipients can become unresponsive ndash re-engagement campaigns set out to email the disengaged customers and encourage them to respond to emails again

Re-engagement CampaignsJames Bunting

The benefits of re-engaging lapsed subscribers

Increase open and click rates

Increase conversions

Identify inactive amp dormant subscribers ndash full understanding of your data

Yoursquove spent money acquiring the email address so why lose itIts easier to retain an existing subscriber than find a new one

Re-engagement CampaignsJames Bunting

what is your average open rate

30

Re-engagement CampaignsJames Bunting

Re-engaging lapsed and lost subscribers

What is your average open rate 3070 are lapsed or lost subscribers

Review what you are currently doing

Look at what you are doing and what you want to achieveList out the communications you send by type and messageMap out your customer lifecycle ndash what are the stages the buying processes entry exit and customer touch pointsHow do these correspond to the frequency type and message you are sending

Re-engagement CampaignsJames Bunting

Define interaction and behavioural activity

Define inactive and dormant contactsConsider why someone may have become dormantDivide the list into those that have

not opened an email in the last x monthsnot purchased in the last x months

Important to segment the inactivity furtherSeparate recipients who have been active at some time in their history and made a purchase from those who are truly inactive and have not made a purchaseIt is important that different messages are sent to these different groups

Segment on non-activity

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 63: DMA North: Email customer lifecycle

Re-engagement CampaignsJames Bunting

The benefits of re-engaging lapsed subscribers

Increase open and click rates

Increase conversions

Identify inactive amp dormant subscribers ndash full understanding of your data

Yoursquove spent money acquiring the email address so why lose itIts easier to retain an existing subscriber than find a new one

Re-engagement CampaignsJames Bunting

what is your average open rate

30

Re-engagement CampaignsJames Bunting

Re-engaging lapsed and lost subscribers

What is your average open rate 3070 are lapsed or lost subscribers

Review what you are currently doing

Look at what you are doing and what you want to achieveList out the communications you send by type and messageMap out your customer lifecycle ndash what are the stages the buying processes entry exit and customer touch pointsHow do these correspond to the frequency type and message you are sending

Re-engagement CampaignsJames Bunting

Define interaction and behavioural activity

Define inactive and dormant contactsConsider why someone may have become dormantDivide the list into those that have

not opened an email in the last x monthsnot purchased in the last x months

Important to segment the inactivity furtherSeparate recipients who have been active at some time in their history and made a purchase from those who are truly inactive and have not made a purchaseIt is important that different messages are sent to these different groups

Segment on non-activity

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 64: DMA North: Email customer lifecycle

Re-engagement CampaignsJames Bunting

what is your average open rate

30

Re-engagement CampaignsJames Bunting

Re-engaging lapsed and lost subscribers

What is your average open rate 3070 are lapsed or lost subscribers

Review what you are currently doing

Look at what you are doing and what you want to achieveList out the communications you send by type and messageMap out your customer lifecycle ndash what are the stages the buying processes entry exit and customer touch pointsHow do these correspond to the frequency type and message you are sending

Re-engagement CampaignsJames Bunting

Define interaction and behavioural activity

Define inactive and dormant contactsConsider why someone may have become dormantDivide the list into those that have

not opened an email in the last x monthsnot purchased in the last x months

Important to segment the inactivity furtherSeparate recipients who have been active at some time in their history and made a purchase from those who are truly inactive and have not made a purchaseIt is important that different messages are sent to these different groups

Segment on non-activity

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 65: DMA North: Email customer lifecycle

Re-engagement CampaignsJames Bunting

Re-engaging lapsed and lost subscribers

What is your average open rate 3070 are lapsed or lost subscribers

Review what you are currently doing

Look at what you are doing and what you want to achieveList out the communications you send by type and messageMap out your customer lifecycle ndash what are the stages the buying processes entry exit and customer touch pointsHow do these correspond to the frequency type and message you are sending

Re-engagement CampaignsJames Bunting

Define interaction and behavioural activity

Define inactive and dormant contactsConsider why someone may have become dormantDivide the list into those that have

not opened an email in the last x monthsnot purchased in the last x months

Important to segment the inactivity furtherSeparate recipients who have been active at some time in their history and made a purchase from those who are truly inactive and have not made a purchaseIt is important that different messages are sent to these different groups

Segment on non-activity

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 66: DMA North: Email customer lifecycle

Re-engagement CampaignsJames Bunting

Define interaction and behavioural activity

Define inactive and dormant contactsConsider why someone may have become dormantDivide the list into those that have

not opened an email in the last x monthsnot purchased in the last x months

Important to segment the inactivity furtherSeparate recipients who have been active at some time in their history and made a purchase from those who are truly inactive and have not made a purchaseIt is important that different messages are sent to these different groups

Segment on non-activity

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 67: DMA North: Email customer lifecycle

Re-engagement CampaignsJames Bunting

The principles of a re-engagement campaign

Do something differentExperiment with Subject lines lsquowe miss yoursquoTime of day Different DayChange the Visual

Tell them what they have been missing

Incentivize them to return

Ensure critical information is above the fold

Ask them why they havenrsquot been engaging

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 68: DMA North: Email customer lifecycle

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 69: DMA North: Email customer lifecycle

Re-engagement CampaignsJames Bunting

You need to change your behaviourSome key components

re-engagement emails

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 70: DMA North: Email customer lifecycle

Re-engagement CampaignsJames Bunting

The metrics

39 of recipients opened the email

18 of recipients positively engaged with the business again

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 71: DMA North: Email customer lifecycle

Re-engagement CampaignsJames Bunting

Inn Travel

Tour Operators ndash specialising in lsquoslow holidaysrsquo tailored to clients

Prior to re-engagement campaign

Delivery rate 98+

Open rates 2233 (7767 inactive)

Wanted to lsquoclean datarsquo and remove inactive recipients

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 72: DMA North: Email customer lifecycle

Re-engagement CampaignsJames Bunting

Re-engagement Message 1

SUBJECT Six good reasons to open our emails

RESULTSDelivered to 9842Opens 294Click 123

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 73: DMA North: Email customer lifecycle

Re-engagement CampaignsJames Bunting

Re-engagement Message 2

SUBJECT Herersquos a ridiculously good offer to get your attention

INCENTIVE Free case of wine with every booking

RESULTSOpens 256Click 114

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 74: DMA North: Email customer lifecycle

Re-engagement CampaignsJames Bunting

Re-engagement Message 3

SUBJECT We donrsquot want to lose you

RESULTSOpens 841Click 730

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 75: DMA North: Email customer lifecycle

Re-engagement CampaignsJames Bunting

Here are some morehellip

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 76: DMA North: Email customer lifecycle

Re-engagement CampaignsJames Bunting

Automation

Its important to test your re-engagement campaignHas it re-engaged x of customersIs the campaign taking into account why the subscriber has become inactive or dormantIs it effective

If you have created a successful re-engagement campaign then Automate it

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 77: DMA North: Email customer lifecycle

Re-engagement CampaignsJames Bunting

Summary

Understand why subscribers have become inactive or dormantUnlock the power of your customer lifecycleConcentrate on building a relationship with recipients over their customer lifecycle

Following the introduction of a re-engagement campaign

Retain the relationship following the re-engagement campaignRates will decrease unless you move to the next levelRe-engagement is just the beginningRemember to keep testing it works

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 78: DMA North: Email customer lifecycle

Re-engagement CampaignsJames Bunting

CommCorp

wwwcommunicatorcorpcom

Connect with us

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 79: DMA North: Email customer lifecycle

Engage Your Customers ndash email Best Practice

Andrew Campbell ndash Managing Director Malcolm Clifford - Senior Consultant

19 th April 2012

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 80: DMA North: Email customer lifecycle

Agenda

1 Objectives2 Introduction3 Preparing for success4 Winning email programmes

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 81: DMA North: Email customer lifecycle

Objectives

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 82: DMA North: Email customer lifecycle

We do smart things with data

to help improve your business and

make the right customer

decisions

Introduction

A marketing consultancy with

analytics at its heart

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 83: DMA North: Email customer lifecycle

Our business

No

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 84: DMA North: Email customer lifecycle

Our clients

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 85: DMA North: Email customer lifecycle

Preparing For The email Race

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 86: DMA North: Email customer lifecycle

Preparing for email Success

bull CRM Strategy o BrandValue proposition o Customer Lifecycle ManagementJourneys Expeo Multi-channel engagement model

Push ndash Broadcast direct mail email hellip Pull ndash web social bricks and mortar

bull Data and Systems Architecturebull Technology Toolkitintegrationbull Process ndash Seamless work flows End user access

Business Synchronisation -Technology Integration - Aut

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 87: DMA North: Email customer lifecycle

Recrui t

Re- activat

e

Cross upsell

amp Repeat Purcha

se

Engag e

Servi ce

Customer Insight

Smart emails

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 88: DMA North: Email customer lifecycle

Data Got Deeper (and Wider)

bull Internal CustomerProduct data bull Channelmedia behavioursbull Socialecosystembull Preference Centrebull Surveys incl qualitativebull ProductAccountbull TransactionalBehavioural

bull Internal data bull PricingYieldbull RiskUnderwritingbull Operational eg availability

bull External data sets bull Customer eg

socioeconomics and demographics

bull GeographicalLoc ation

bull Weatherbull Stock Prices

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 89: DMA North: Email customer lifecycle

Evolution of Customer Touch Points

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 90: DMA North: Email customer lifecycle

Channel Mix - Horses for Courses

SM SM MS

WebeCommer ce

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 91: DMA North: Email customer lifecycle

Content Got Richer

User Generated

Price Comparison

InteractiveOn line Help

User Reviews

Ratings

Buying Guides

Product Selection ProductPriceConfigurator

AvatarCentrally Generated

Static Interactive

User Group

Special Interest GroupForum

ImageVideo

Sharing

NewsEditorial

EducationInformation

FAQs

Blogs

Customer

Blogs

Instant

Messaging

Product Guides

FeaturesBenefitsPrice

PromotionsVouchers

3G Phone

Apps

TransactionalProduct Usage

Recommendations

People Who Bought

Collaboration Tools

eg Travel Wiki

VotesPolls

Competitions

Referral

Geographical

Locations

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 92: DMA North: Email customer lifecycle

Data and Systems Architecture

Ecommer ce

Front End

Data Managem

ent(Extract

Transform amp

Load)

Campaign Manageme

nt

Decisioning

Content Manageme

ntOtherOn-line Social

Properties

CRM

Digital

Other Front EndSystems

Back EndSystems

Email Service Provide

r

Digital Print

Delive ry

Other Comms Channe

lsDelivery

Compositio n

QueryReporti ng

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 93: DMA North: Email customer lifecycle

email Best Practice - Process

Source The New email Marketing Review Forrester 2010

Business Process + User Experience

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 94: DMA North: Email customer lifecycle

Winning The email Race

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 95: DMA North: Email customer lifecycle

Delivering Great email Marketing

Personalised ndash Timely - Multi-channel

bull Leverage the databull Personalise the

contentbull Triggered

programmesbull Enhance the data

Add Value

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 96: DMA North: Email customer lifecycle

Ascent to true personalisation

Basic personal details last order etc

Customer segment based

Targeting models

Top ranked product(s) action(s)

Enabler s

Segmentation

Purchase

models

Optimisa

tion

Execu

tion

content

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 97: DMA North: Email customer lifecycle

What does it look like

ContentbullTemplate-style design of emailbullProduct(s) the customer is most likely to buy individual to each recipientbullImages for product selection bullUp-to-the-minute prices and offersbullDeep links to the relevant sections of the website for simple call-to-action

RequirementsbullStrong business rules decision layer capabilitybullSupport for dynamic content regions from ESPbullSupply of targeting parameters at individual levelbullA lot of variables on the email bullAccess to live or copied website content librariesbullSupply of pricing data or on-line access to pricing API bullDynamic generation of URLs and or search parameters appended to the link

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 98: DMA North: Email customer lifecycle

Example 1 ndash United Biscuits

bull As a consequence of personalising the content the email had a 55 click rate compared to 37 for the control group (who just got a generic message)

bull Thatrsquos a relative increase of 49

bull Subsequent customer actions reversed the underlying upward trend for levels of i ti it t b

bull The communication was targeted to engage members and get inactive members to transact

bull Members were selected for the reward they stated they were saving for in the registration survey

bull If no survey was completed a reward was chosen which was just above or below the customerrsquos points total

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 99: DMA North: Email customer lifecycle

Example 2 ndash Travel Client

Open rates reflect initial perceived relevance of the email to the recipient based on the subject line and pre-open viewing available in browser

Click Thru rate is the number of total click througs divided by total delivered indicating the net impact of the campaign

Travel Client Benchmarks

Click to Open rates indicate the relevance of the message to those who actually opened it (ie the recipient was drawn in enough to click on a link for further inquiry or action)

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 100: DMA North: Email customer lifecycle

Timing the email correctly

bull Many of the key events happen in the data and not in the campaign plan

bull When is a customer most likely to purchasebull Habit frequency key purchasing timeshellip

bull What customer events do we know of which might affect thisbull Travel dates expiry payment dates birthday address changeshellip

bull Signs of interestbull Browsing logon customer service request purchase intentionhellip

bull Signs itrsquos not going so wellbull Lack of visit failure to convert time elapsed since last purchasehellip

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 101: DMA North: Email customer lifecycle

What it looks like

bull The ingredients for this type of trigger programme are as follows

bull A data process which runs daily weekly monthly which calculates models eg propensity score next best product dynamic segmentation

bull A data process which runs daily to identify the customers for contact and to apply hierarchy contact rules between trigger campaigns

bull The ability to scale email activity to 5 10 20hellip campaigns per daybull Scheduling of processesbull Update of parameters via databull Automated upload download to ESP

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 102: DMA North: Email customer lifecycle

Example 3 - AXA

SegmentationPersonalisation basedbullQuote start datebullAgebullGenderbullMarital StatusbullFamily StatusbullPrevious Quote

Three month ChampionChallenger t40 increase in purchases on-line

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 103: DMA North: Email customer lifecycle

Example 4 ndash Thomas Cook

bull We built a microsite and series of automated e-mails

bull Designed around purchase benefits of core financial products

bull Increased the frequency of communications without affecting opens clicks through relevance

bull Created the space to market other products

bull Modelled purchase propensities

bull Integrated website and email content for a consistent and relevant message

bull Over 9x the level of credit card sales vs control

bull 3x increase in airport lounge sales

bull Sales in all products improved

What happened

ldquoWe were particularly impressed by their innovative approach to the brief combining immediate results-driven action with long-term vision Angus Porter Group Strategy Director Thomas Cook Financial Services

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 104: DMA North: Email customer lifecycle

Enhance the Data Set

bull You may have plenty of data but is it the key data

bull What is the key data you need to know

bull When did you last ask your customers of their needs intentions

bull Do you use the answers to drive marketing activity

bull Do you understand and use email interactions at a customer level

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 105: DMA North: Email customer lifecycle

Completing the loop

Database

Executio n rules

Deep survey link

Survey

Customer preferencesPurchase intentionsInterestsOpinion

Open time dateWhich link was clickedNumber of opens clicksUnsubscribes

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 106: DMA North: Email customer lifecycle

What you need

bull To do this on an industrial scale itrsquos most efficient to have API links to an ESP

bull A marketing database to add the data to your existing customer data

bull Business Intelligence tools to use the data to generate insight and execution rules

bull Integration with survey software ndash although this is now very commoditised and is easier and cheaper than you might think

bull You donrsquot necessarily need all this things if know someone who already has them

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 107: DMA North: Email customer lifecycle

bull Working with Hitachi Capital we discovered questions the answers to which indicated a customer was bull Seven times more likely to purchase a protection productbull Five times more likely to purchase a borrowing product

bull For the McVitiersquos VIP Club we know which rewards consumers were interested in when signing up and can thus double the response rate for reactivation emails

bull Leading Camping Holiday brand saw simple criteria-based scoring using (three) key booking propensity variables collected as part of (incentivised) prospecting campaign beat the predictivity of the Enquirer Convertor model saving over pound 20 K in data and analytical processing costs

Example 5 ndash Hitachi Capital

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 108: DMA North: Email customer lifecycle

Thank youhellipPresentations will be emailed to you on Monday

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

And our sponsors

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again

Page 109: DMA North: Email customer lifecycle

We hope you enjoyed todayrsquos session

Presentations will be emailed to you tomorrow

A final thank you to all of todayrsquos speakers

Kieran Shanahan DMRI

Stefan Elliot Six Serving Men

Andrew Campbell 2020 Dialogue

James Bunting Communicator Corp

Please return your completed evaluation forms and badges to the registration desk we look forward to seeing you again