Upload
phamnhu
View
218
Download
1
Embed Size (px)
Citation preview
1
Executive SummaryEmail’s dead, they say? Nonsense. It is an essential channel, yet there is little measurement to increase effectiveness, a new
survey by Newsweaver and Ragan Communications reveals.
This report digs deep into email measurement, showing that many fail to track—and therefore fully utilize—their most
central channel of reaching employees.
On the upside, the survey shows that adding real email measurement could be an easy win for many organizations,
allowing for improved communications and greater confidence in messaging.
Some 615 respondents took the online survey, “Exploring the use of email for internal communications.” Their numbers
included both internal and external communications professionals and a smattering of IT staffers.
But while email is at the center of much of the top-down and employee-to-employee messaging that goes on, the volume
of messages sent threatens to undermine its effectiveness, the survey reveals.
Nearly 60 percent of internal communicators send out emails at least once a week, with 14 percent clicking the send
button as often as once a day. Eighty percent of respondents see email overload as a problem in their organization, and
nearly as many (77 percent) are looking for ways to reduce the volume.
“We send a daily e-newsletter to all employees,” wrote one respondent from a U.S. university. “I believe it’s overkill and I am
working to reduce it to once a week.”
While email is regarded as central,
measurement falls short of its importance.
While 94 percent say it is important or very
important to measure email, 26 percent
measure open and click-through rates only.
Of those who do measure, Microsoft
Outlook remains the most popular, with 61
percent, although all it provides is a read
receipt or delivery metric. Thirty-six percent
liked intranet analytics, while Web-based
email marketing software drew 28 percent.
The poll drew participants from many lines
of business and governments: international
petroleum firms, provincial agencies,
hospitals, banks, and aviation companies.
Which of the following industries best describes your organization?
20%
10%
11%
10% 4% 11%
15%
6% 7%
7% Health care Education Financial services Energy/gas/utilities Pharma/biotech/medical devices Public sector Professional services Retail Nonprofit IT/Technology
2
The greatest number—nearly a fifth of the total—were in health care. About 15 percent came from professional services.
Eleven percent came from the public sector, followed by financial services (11 percent), energy/gas/utilities (10 percent),
education (10 percent), and IT/technology, with 7 percent.
The majority of respondents—71 percent—represented organizations of more than 1,000 employees, while organizations
with fewer than 1,000 employees made up 29 percent of the sampling. After that, the largest single group was those in the
1,000 to 5,000-employee range, with 27 percent of the total. Those with more than 50,000 employees comprised about 9
percent of the organizations responding.
In other words, while large organizations make up a small minority of the answers, their email policies affect a far greater
percentage of employees.
Major Findings in Nine Key Areas Email is a significant form of communications in most organizations. Nearly 60 percent of respondents’ corporate
communications send out email at least once a week. Broken down, 19 percent email staffers once a week, 26 percent two to
three times a week, and 14 percent daily.
Engagement is the primary purpose. Three-quarters of respondents agreed or strongly agreed that “Internal communications is
responsible for making sure employees are engaged.”
Click-through tracking isn’t common. Only 26 percent measure open and click-through rates, despite the fact that 94 percent of all
respondents rank it as important or very important to measure email as a channel.
Email is best for critical messages. A landslide majority of 98 percent of respondents use email for critical, must-read information, and
a close percentage emails time-sensitive information. Email is also the favored tool for getting out a consistent message to everyone.
Most have policies. Three-quarters of respondents have a social media policy for employees, but fewer report having such policies
for email, with 62 percent answering yes. When it comes to enforcing the policies, comms takes the lead in social media, while IT
tends to enforce email issues.
Budgeting is most often controlled by the communications department. When it comes to the communications budget,
corporate communications dominates. Half of respondents say this department is in charge. Marketing follows.
Overload. Eighty percent of respondents see email overload as a problem in their organization. Nearly that many—77 percent—
have tried to reduce the amount of email.
Measuring is crucial. The top channels to measure are intranet/website, ranked by 96 percent of respondents as “very
important” or “important.” Email drew nearly as many votes.
The most popular measurement tool is Outlook. Microsoft Outlook came out on top, with 61 percent, even though it is limited to
read receipts or delivery metrics. Intranet analytics and Web-based email marketing software came in second and third, respectively.
A QUICK NOTE: THE PERCENTAGES IN SOME GRAPHS EXCEED 100 PERCENT BECAUSE WE ROUNDED THE PERCENTAGES UP.
3
State of Email Communication
Watch your inbox
Nearly 60 percent of respondents get email at
least once a week. Broken down in detail, 19
percent of respondents say their organization
fires off an email once a week, while 26
percent hit the send button two to three
times a week.
Some 14 percent of communicators provide
their employees daily messages. Another
39 percent of respondents agreed with the
response “it varies.”
But if you land a job with large organizations
worldwide, prepare for a higher volume of
emails. Sixty-two percent of organizations
with more than 100,000 employees send
emails more than twice a week, including the
27 percent that send emails every day.
A U.S. pharmaceuticals company sends out an email at least once a week for its newsletter. Says the survey respondent, “We
try to limit it to no more than two a week if the CEO has an important message that also needs to go out.”
Of those who answered “it varies,” several factors affect communications. One American energy company reported that
fall was busy, while quarter’s end and summertime slow down. A heavy manufacturing company reported, “We never send
corporate emails. We use our intranet.”
“We have four scheduled communications weekly, but also have ad-hoc requests that can come in at any time.”
How often does the communications department send corporate emails?
19%
26%
14%
39%
2% Once a week
2-3 times a week
Daily
It varies
I don’t know
4
Reasons for using email
What is your goal in internal communications? What is your overarching approach? Engagement? Information from your leaders?
The survey dug into those questions, and found a variety of answers. Thirty percent strongly agreed with the statement,
“Internal communications is responsible for making sure employees are engaged,” while another 46 percent agreed. Twelve
percent chose “neither agree/disagree.” Eleven percent disagreed, though only 1 percent felt strongly about it.
Got a mandate from the top? Our sampling was split on whether email is the best way to get it out to employees. When
asked, “Top-down, corporate messages are best sent via email,” 40 percent agreed, 7 percent strongly so. Thirty percent
neither agreed nor disagreed.
There was slightly more confidence in the ability to measure the effectiveness of email communication, with 45 percent
agreeing or strongly agreeing that they could do so. Thirty-five percent threw up their hands and said they couldn’t.
You know those internal social networks that are supposed to replace email within five years? Not going to happen in most
organizations, communicators believe.
Some 48 percent disagree—13 percent of them strongly—while only 27 percent of respondents indicate that such networks
are going to muscle out incoming email.
To what extent do you agree with the following statements?
1%
3%
7%
13%
11%
27%
28%
35%
12%
30%
20%
26%
46%
33%
37%
20%
30%
7%
8%
7%
Internal communications is responsible formaking sure employees are engaged.
Top-down, corporate messagesare best sent via email.
We can measure the effectivenessof email communication.
Internal social networks will replace emailin our organization within the next five years.
Strongly disagree Disagree Neither agree/disagree Agree Strongly agree
5
Features you have—or would like to have
The survey asked respondents about whether they had a series of features in their email communications. The top three
features respondents wanted but didn’t have were these:
• The ability to measure email engagement over time (73 percent).
• The ability to email only relevant content based on employee preference (61 percent).
• Allowing employees to “like” or comment on content in an email (55 percent).
Among organizations of fewer than 5,000 employees, the most common feature they currently have is not allowing employees
to send company-wide emails (52 percent). For midsized companies, of 10,000 to 20,000, the most common feature was
disallowing company-wide emails (68 percent). At the largest organizations—more than 100,000—the most common was
indicating priority in emails (62 percent).
In all three cases, there was a strong desire for the measurement of email engagement over time. Of the smaller organizations,
73 percent wanted this. Of those in the 10,000 to 20,000 range, 71 percent wanted such measurement. In the largest, the figure
was even higher: 81 percent.
Regarding the vital question of measuring email engagement over time, only 14 percent have this.
Twenty-six percent measure open and click-through rates, with 55 percent envying this crowd. Some 18 percent shrug that
this isn’t applicable.
Of the following, which do you have and which would you like to have at your organization?
7%18% 32% 30% 16%
31% 26% 28%13%
47%55% 40%
14% 42%
55%
26%
61%73%
46%26% 28%
56%42%
13%
48%
12% 14%Em
ail comm
unication is optim
ized on allm
obile devices
We m
easure open-and-click through rates
We personalize em
ails (e.g., by nam
e or job title)
Employees are unable to
send company-w
ide emails
We em
bed rich media
(video and/or HTM
L) in em
ail body copy
Employees can like
and/or comm
ent oncontent in an em
ail
We indicate em
ail priority (“urgent response required” versus “fyi”)
The ability to email only
relevant content based on em
ployee preference
Measure em
ail engagem
ent over time
N/A Want it Have it
6
The most common feature that respondents currently have was disallowing employees from sending companywide emails,
drawing 56 percent, with another 14 percent who don’t have this feature but long for it.
Surprisingly, the percentage of those able to send their entire organization an email rises among the largest companies—those
with more than 100,000 employees. Only 42 percent of such organizations disallow companywide emails, while 12 percent
want this function. Another 46 percent find it not applicable.
The result is surprising, given that the survey also showed that inbox overload is a problem. This seems to beg the question:
Unless organizations can measure effectiveness, how will they know if overload is a problem?
One energy company communicator laments that a key executive “simply won’t lock down the companywide distribution
lists, so any employee can email all employees—so that’s a matter of choice (his).”
Communicators are recognizing that the age of the smartphone is upon us. Some 46 percent optimize email
communications for all mobile devices, while another 47 percent want this.
Similarly, 42 percent allow the embedding of rich media, with an equal number pining to plug in video and other such media.
“Workforce includes office and field employees, who are harder to reach (via personal email addresses only or secured server logon), which limits the content and hyperlinks we can include in our emails.”
What’s stopping you?
Given the interest in some of the above
functions, why not apply them right now?
The brunt of the blame—at least if you ask
our communicator-heavy sampling—lies
with the technology.
A majority—60 percent—say their email
system lacks the capability. (Survey
respondents were allowed to choose multiple
answers.) Thirty percent selected the choice
“we don’t know how.” “We don’t have time”
drew another 27 percent.
“Need IT involvement to drive it and do it;
they are way too busy,” writes a
What stops you from applying email functionality to your email campaigns?
60%
30%
27%
20%
Our email systemdoes not have the
functionality/capability
We don’t know how
We don’t have time
Other
7
communicator from a U.S. health care organization with thousands of employees. “Would likely fall low on their list of
priorities.”
Answers differ when filtered against our cohort of IT professionals, who make up an admittedly small 2 percent of the
respondents. Half of them selected the answer “we don’t have time,” while 42 percent agreed that the system did not
allow such features. An alarming 42 percent of the tech types chose the answer “we don’t know how.”
Communicators seem to think it’s time for their IT colleagues to step up their game. Or perhaps communicators don’t
need to wait for IT but take the lead themselves, making a business case and working with senior management so it
lands on IT’s list of priorities.
Frequency email is used for tasks
How often do you use email to accomplish the following tasks?
18% 15%4% 2%
22% 32%
4%
24%
49%
46%
26%
43%43%
28%
58%
35% 50%
73%
35%
25%
68%
Em
ployee new
sletters
Drive traffic to the
intranet
Leadership com
munication
Deliver critical,
“must-read”
information
Short em
ployee survey (e.g., 5 questions or few
er)
Feedback about
employee events
Tim
e-sensitive inform
ation
Never Sometimes Always
8
Communicators have many channel options these days, but if you urgently want something to be seen, email is the weapon
of choice. Nearly everybody—99 percent of respondents—always or sometimes use email for critical, must-read information.
And in a related answer, 96 percent always or sometimes fire off emails to convey time-sensitive information.
Some 82 percent of respondents at least sometimes push employee newsletters through email, with 58 percent saying that
they always do so. Less frequent is the use of email to drive traffic to the intranet. Thirty-five percent always do so, while 49
percent sometimes do this.
“We have to use email to get eyes on intranet content, given that not all employees have access to intranet and we span many
time zones,” wrote one survey respondent.
“Many of our all-staff communications are sent via a ‘bulletin board’ application that collates the ‘emails’ over the day and sends them out early the next morning in the one email. The morning email includes heading links to different content which allows employees to pick and choose what they want to read (this stops email clutter throughout the day).”
Choose your channel
Trying to build awareness? Want to up your game in collaboration and problem-solving? Trying to drive change or get a response
or action? Or just plain trying to make sure all those rumor-afflicted employees are getting a consistent message?
Sound goals, all. But what’s your best method of achieving them?
When asked to pick the channels that best help build awareness, digital signage surprisingly topped the list (84 percent), followed
by print publications, with 81 percent. (Multiple choices were allowed.)
Collaboration and problem-solving? One-to-one managerial meetings topped the list, with 78 percent. Internal social networking
tools followed, with 73 percent of respondents raising their hand. In this category, digital signage bottomed out at 4 percent.
Yearning to drive change or get a response or action in your organization? Again, sitting down with the manager is the top method
(72 percent), followed by leadership and town hall meetings (58 percent) and email and electronic publications (52 percent).
But if you want to get a consistent message to everyone, email and electronic publications are the tool of choice, earning a
thumbs-up from 78 percent of respondents.
9
Pick the channel(s) that best meet these objectives
68%78% 70%
25%
66% 64%
23%54%
14%
52%37%
55%
38%58%
72% 18%
6%
21%37%
73% 7%
40%78%
4%
81%
67% 71%
42%79%
57% 29%
84%
Print publications
Em
ail/electronic publications
Intranet/website
Internal social netw
orking tools
Video
Leadership/town hall
meetings
One-to-one
managerial m
eetings
Digital signage
Getting a consistent message to everyone Driving change/Getting a response/action
Collaboration & problem solving Building awareness
10
Policies
Most have social media policies
Three-quarters of respondents have a social
media policy for employees. Twenty-one
percent say they don’t, with another 4 percent
ticking the box indicating they don’t know.
Among the largest of organizations—those
with more than 50,000 employees—the
percentage of those with social media policies
jumps to 90. Only 61 percent of the smallest
organizations reported having policies.
Legal departments and other advocates
of such policies will weep with the U.S.
communicator who writes: “We are crippled
a bit by the legal implications of such a policy;
we haven’t been successful in convincing HR
to take action on creating a policy.”
“We have an established policy and require employees to go through training before they engage in social media on behalf of the company.”
When it comes to enforcing social media
policies, communications, both external and
internal, is in the driver’s seat, with 39 percent
saying communications is the big stick in their
organization. Human resources trails, with 19
percent, and 10 percent fob off the job on PR.
Other answers included the digital media team,
compliance and HR, and “a legal department
in human resources and the marketing
department.” One communicator at a smaller
U.S. company grimly reports, “No one truly
enforces it.”
Do you have a social media policy for employees?
Which department enforces the social media policy?
75%
21%
4%
Yes No I don’t know
5% 10%
39% 19%
5% 5%
4%
14%
Internal communications
PR
Corporate communications(external and internal)
Human resources
Legal
IT/Technology
I don’t know
Other
11
Email policiesless common
Having an email policy is a huge part of tackling
the problem of “inbox clutter.” However, in this
area the numbers are smaller than in social
media, with 62 percent answering yes. Twenty-
nine percent said no; 9 percent shrugged “I
don’t know.”
Curiously, in contrast with their social media
policies, only 57 percent of the biggest kids
on the block—those with more than 50,000
employees—say they have such a policy.
That differs little from the smallest
organizations—those with fewer than 1,000
employees—where 58 percent reported having
an email policy.
“We have an ‘acceptable use’ policy that I guarantee nobody knows about or has read. It would include guidelines for appropriate use of email. Aside from that, we restrict access to sending email to large groups of associates.”
Who’s the big stick? Asked which department
enforces the policy, a plurality of respondents
said IT is the email cop, with 26 percent. HR
served in that role in 23 percent of organizations,
with corporate communications following
up (19 percent).
In some organizations, there’s a division of labor. Corporate communications enforces the font, graphic, and signature
standards, one respondent states, while IT enforces the policy regarding all-staff emails.
“We have a department called Compass that oversees all messaging, phone calls, emails, etc. to make sure they meet the policy requirements.”
Do you have an email policy for employees?
62%
29%
9%
Yes
No
I don’t know
Which department enforces the email policy?
7% 3%
19%
23%
6%
26%
7% 9%
Internal communications
PR
Corporate communications(external and internal)
Human resources
Legal
IT/Technology
I don’t know
Other
13
important messages ‘must’ be sent via email.”
Respondents reported receiving as many as 300 emails a day. At a business with a large number of field and work-from-
home employees, one respondent wrote, “It’s ridiculous!”
“Sometimes people can’t distinguish when to just pick up the phone. I groan when I get looped into a whole long conversation at the very end—it is like a Gordian knot.”
Reducing email
If your employees are overwhelmed with what’s landing in their inboxes, have you tried to reduce the amount of email that is
sent in your organization? Some 77 percent of respondents—almost as many as noted the problem—said, “Yes.”
But the real question is just what has worked. Respondents bothered by the volume of email are dealing with the problem in
a variety of ways. One Canadian university is trying to come up with a way to aggregate information to email in Twitter-style
newsbytes once a week.
A communicator at a California university adds, “We get a huge push-back if we send what our faculty and staff—but
particularly faculty—view as too many emails. They don’t just ignore them, they complain!”
Some have banned organization-wide emails except from a handful of employees. One respondent went even further: “We
don’t send any organizational messages out on email. It is seen as spam.”
“It is nearly impossible to reduce the amount at this point, because email remains an effective and essential comms channel. But we surely have put effort into improving, streamlining, shortening emails and moving deep content and lasting content to other channels, namely intranet.”
14
By how much?
Some report that they successfully
reduced email. But try to nail them
down on how much, and most—57
percent—can’t say.
A minority are willing to state a figure.
Twenty-two percent say it’s down by
a quarter. Six percent of email policers
have dropped the email load by half.
And a ferocious 4 percent have slashed
email by more than three-quarters.
“We can only measure the messages sent from communications which is down from several (up to 10) emails a week to one for all employees and one for people leaders.”
What works to reduce email overload?
What was the most effective tactic for reducing email? Our respondents reported a variety of approaches. One organization
discouraged everyone from sending all-staff emails by introducing a bulletin board and policing the issue. Another solicited
news from various departments and included it in a single email. Webinars and meetings helped one U.S. retail company with
more than 5,000 employees to reduce its email flow by a quarter.
Many also recommended directing employees to the intranet as a way to reduce emails.
“We launched a contest that provided employees with helpful tips and strategies to reduce and manage their email.”
By how much did you manage to reduce the amount of email?
About a quarter
By half
More than three-quarters
I don’t know
Other
22%
6%
4% 57%
12%
15
Failing to hold back the tide
Those who haven’t tackled the problem
overwhelmingly blame lack of priorities (80
percent). “The VPs are unwilling to make the
problem a priority,” wrote one respondent from
a Canadian university. “Instead, they just have
underlings manage their email accounts.”
Smaller numbers clicked “lack of time” (33 percent),
“lack of resources” (32 percent), and “we don’t
know how” (27 percent).
“I simply do not think that reducing email is the best answer to keeping people informed and engaged. Improving email yes, and that may mean fewer in some cases, and certainly shorter and more targeted, informative and friendly.But not necessarily fewer.”
‘Measurement is an essential’
Which channels are most important to measure? A question about ranking importance highlighted a contradiction.
Email rated a close second in priorities, with a combined total of 94 percent of respondents rating it important or very
important. Yet in an earlier question, only 45 percent of respondents agreed or strongly agreed that they could measure the
effectiveness of email communication.
Intranet/website topped the list, with 96 percent of respondents ranking it as very important or important. (Multiple answers
were allowed.)
Interestingly, of all the channels we asked about, in this area alone not a single survey respondent out of 615 was lukewarm
about measurement: Not one person clicked the options “somewhat important” or “somewhat unimportant” on any of the 11
areas of measurement, ranging from blogs to webcasts. And the enthusiasm was far stronger on the side of measurement.
An internal communicator from a major financial services company stated, “Measurement is an essential part of the
communications process! To say it is anything less than ‘very important’ is to be a poor communicator!”
Electronic publications came in third, with a 91 percent score, followed by leadership and town hall meetings (84 percent).
Print publications are way down at 71 percent, after video (83 percent).
We haven’t reduced the amount of email due to:
33%
32%
27%
80%
Lack of time
Lack of resources
We don’t know how
It’s not a priority
16
Only 80 percent of respondents felt that measuring the effectiveness of managers’ one-to-one meetings was important
or very important.
Among organizations of more than 100,000 employees, email topped the list: 100 percent said it is important or very
important to measure. Second place was a tie between intranet/website and leadership/town hall meetings, both receiving a
96 percent show of hands.
For smaller organizations—those with fewer than 1,000 employees—email topped the list, with 93 percent. Intranet/website
closely followed, with 91 percent.
“Email remains our prime method of communicating to all staff, though internal communications has been an afterthought.”
Rank the importance of measuring the following channels
9%4%
14%6%
19%
6%17%
3%
17%4%1%
3%
2%
3%
2%
5%
4%
6%16%
4% 5%3%
8%
10%
11%
7%
17%
13%
27%
44%
39%47%
28%
36% 49%
39%
39%
36%
39%
33%
27%
55%44%
68%
41%34% 28%
45%
25%
41%
17%
Print publications
Electronic publications
Intranet/website
Internal socialnetw
orking tools
Video
Webcasts
Leadership/tow
n hall meetings
Blogs
One-to-one
managerial m
eetings
Digital signage
N/A Very unimportant Unimportant Important Very important
1%1%
1%1%
17
Tools for measuring
If you measure, you need tools. Despite
its limitations, Microsoft Outlook topped
the list at 61 percent. Thirty-six percent
liked intranet analytics, while Web-
based email marketing software drew
28 percent.
By contrast, only 5 percent are using on-
premises email marketing software. Twelve
percent have a custom in-house tool.
Respondents who do use a specific
email measure software mentioned
several options, including Newsweaver.
Wrote one respondent, “Our customer
based emails get measured and
tracked, but unfortunately, we’re not
actively measuring any of our internal
communications.” Another said
measurement was limited to “our annual
survey,” in which “we ask employees to rate
the effectiveness of corporate emails.”
Clearly, there is room at many organizations to expand email measurement—and learn from the insights it brings.
“Our customer based emails get measured and tracked, but unfortunately, we’re not actively measuring any of our internal communications.”
Which email measurement tools do you use?
Microsoft Outlook
Email marketing software(Web based)
Email marketing software(On premises)
Intranet analytics
Intranet plug-ins
Custom in-house tool 12%
3%
36%
5%
28%
61%