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1
Shar VanBoskirk
Vice President, Principal Analyst, Forrester Research
Jose Santa Ana
Director of Marketing, Message Systems
How to Maximize Your Email Marketing
Opportunity
July 29, 2014
2
A link to the webinar replay will be provided via email
following the presentation
2
Participate in Today’s Discussion…
Tweet #forrester
Follow us on Twitter
@messagesystems
Follow us on Linkedin
Message Systems
Using Email To Create Competitive
Differentiation
Shar VanBoskirk, Vice President, Principal Analyst
29 July 2014
How To Maximize Your Email Marketing Opportunity
The digital economy is no longer about
doing something old in a new way
Digital will disrupt every industry
Disruption isn’t new
© 2013 Forrester Research, Inc. Reproduction Prohibited
Your only differentiator is customer
relationships
Do this by focusing on relationships
Theme
Email is the best interactive tool for
building brand relationships
© 2012 Forrester Research, Inc. Reproduction Prohibited
Agenda
Why is it so important to do email
well?
How do marketers use email today?
Where do existing email programs
fall short?
10
© 2012 Forrester Research, Inc. Reproduction Prohibited
Agenda
Why is it so important to do email
well?
How do marketers use email today?
Where do existing email programs
fall short?
11
© 2012 Forrester Research, Inc. Reproduction Prohibited
Email is the single most cost-effective
marketing tool
12
Email marketing spend
will grow at a 10%
CAGR between 2011
and 2016.
© 2013 Forrester Research, Inc. Reproduction Prohibited 13
Email attitudes continue to climb
Base: US online adults
Source: North American Technographics Online Benchmark Survey, Q3 2012
© 2013 Forrester Research, Inc. Reproduction Prohibited 14
Users engage with promotional email
© 2012 Forrester Research, Inc. Reproduction Prohibited
Multi channel customers are more
valuable
15
“Multichannel households average household
spend of $832, versus just $385 for pure contact
center and $360 for pure online.”
--Epsilon Targeting
“Multi-channel banking customers result in
cross sells of up to five products
per customer compared to below two for
single channel banking.”
--Accenture
© 2012 Forrester Research, Inc. Reproduction Prohibited
Agenda
Why is it so important to do email
well?
How do marketers use email today?
Where do existing email programs
fall short?
16
© 2014 Forrester Research, Inc. Reproduction Prohibited 17
Email is one of the most-used tactics
Which of the following tactics does your company use?
Base: 395 US, UK, and Canada-based enterprise firms
Source: Forrester’s Digital Marketing Maturity Model Survey, Q3 2013
It works for retention, sales, loyalty
© 2014 Forrester Research, Inc. Reproduction Prohibited 19
Most will increase or maintain email budgets
How much do you expect your budgets for the following to increase or
decrease in 2014?
Base: 395 US, UK, and Canada-based enterprise firms
Source: Forrester’s Digital Marketing Maturity Model Survey, Q3 2013
Marketers continue to grow email spend
How much do you expect your budgets for [email marketing] to
increase or decrease in 2014?
Decrease
Stay the same
Increase 10%
Increase 20%
Increase 30% or
more
14%
43%
20%
10%
3%
Marketers will grow their email
budgets 3.18% on average
Base: 395 US, UK, and Canada-based enterprise firms
Source: Forrester’s Digital Marketing Maturity Model Survey, Q3 2013
Many will invest in new innovations
© 2012 Forrester Research, Inc. Reproduction Prohibited
Agenda
Why is it so important to do email
well?
How do marketers use email today?
Where do existing email programs
fall short?
22
Balance user need with business goals
1) What do my users need?
2) What is my business goal for email?
Kraft saves time and sells product
How do other emails strike a balance?
Forrester has a review methodology to
evaluate your own balance
1. Business process evaluation
• Governance
• Analytics
• Process
• Data
2. User experience evaluation
• Subscription
• Value
• Presentation
• Trust
Criteria is evaluated on a -2 to a +2
scale
 -2 Complete fail: functionality does not
 -1 Fail: functionality exists but is difficult to use
 +1 Pass: functionality exists and is usable
 +2 Strong pass: functionality demonstrated is best-in-
class
 Scores range from +30 to -30
 +15 is a passing score
Only 4 of 98 emails passed
Base: 98 emails
Source: The Best And Worst of Email Marketing, 2014, June 20, 2014
Retail and CPG emails score the best
Base: 98 emails
Source: The Best And Worst of Email Marketing, 2014, June 20, 2014
How to avoid common pitfalls
 Make subscription process intuitive
 Enable social sharing within emails
 Support mobile-friendly formats
 Use preference centers to keep addresses
active
Summary and recommendations
 Digital is fundamentally disrupting business,
not just marketing
 Email can provide a key tool for managing
disruption
 Most marketers spend on email but don’t use it
optimally
 Improve by mastering your email business
process and user experience
 Message Systems will share other best practices
Thank you
Shar VanBoskirk
617-613-5845
svanboskirk@forrester.com
Jose Santa Ana
Director of Marketing, Message Systems
How to Maximize Your Email Marketing
Opportunity
July 29, 2014
34
Message Systems: The Leader in Messaging
20%
35
Email / Marketing Services Providers
Social
Networking
Daily
Deals
Telco
Financial
Services
Consumer
Technology
Travel &
Hospitality
Publishing
& Media
Hosting
& SaaS
Sampling of Key Clients by Market
36
The Momentum Digital Messaging Solution
37
Key Takeaways
 Most marketers spend on email but don’t use it optimally
© 2012 Forrester Research, Inc. Reproduction Prohibited
A better mix to optimize email spend?
38
Creative
Integration
Analytics
Delivery 38%
99 % EMAILS DELIVERED
22 % OPT-IN EMAILS
NOT GETTING THRU
17
40
FTP
ESP Report
99% Delivery
RP Report
78% Delivery
• FTP Package of User and Content Data in ZIP file
• Log Into ESP System To Manage/Send Campaign
• ISP Filters Delivery To Inbox
• Delivery Data Reported to ESP
• Engagement Data Reported ESP
• Daily Data Bundle Downloaded
Your
Company
Sending through an ESP
ESP ISP
Engagement
Data
Delivery Data24-72 Hour Delay
99 % EMAILS DELIVERED
22 % OPT-IN EMAILS
NOT GETTING THRU
17 %
ESP DEDICATED
INCREASED DELIVERY
42
• Injects Events to Momentum
• Momentum Manages Delivery to ISP
• ISP Filters To Inbox
• Delivery and Engagement Data Feeds to Momentum in Real-Time
Speed your engagement lifecycle and control your brand.
Sending with Momentum
ISP
Delivery Data
Engagement Data
Your
Company
43
Key Takeaways
 Most marketers spend on email but don’t use it optimally
 Moving from an ESP to a dedicated system improves
deliverability by 17%
 17% deliverability increase  30% revenue increase
 Automate processes to optimize deliverability through
technology
44
Adaptive Delivery with Momentum
Patented technology that auto-tunes outbound email
delivery parameters in real time to optimize delivery
and safeguard reputation.
• Mail stream segregation
• Auto-tuned delivery parameters
• Real-time traffic shaping
• Real-time decision making, alerts and reports
• Live rule updates
• Configurable rules
• Full FBL capabilities
45
Adaptive Delivery Results
10 point Deliverability Gain
FINANCIAL NEWSLETTER
Deliverability
April May June July August
0.85
0.90
0.95
AD Tuning Period
Source: Leading publisher/distributor of opt-in financial newsletters.
46
Adaptive Delivery Results
INTERNATIONAL NEWSLETTER
Deliverability
April May June July August
0.85
0.90
0.95
• Deliverability Stabilized
• Manual Effort Eliminated
AD Tuning Period
Source: Leading publisher/distributor of opt-in financial newsletters.
47
Translates into Real Revenue Results
"When we have delivery and reputation issues, we know about
them right away, and we can resolve problems proactively.
Momentum with Adaptive Delivery has certainly had a positive
impact on customer satisfaction….
We’ve been sending nearly 60 million messages a week at
99.15% deliverability. It was as high as 99.3% last week!”
JAMES THOMPSON
DIRECTOR OF EMAIL
OPERATIONS, INFUSIONSOFT
INCREASED REVENUE WITHOUT MS WITH MS CHANGE
48
Key Takeaways
 Most marketers spend on email but don’t use it optimally
 Moving from an ESP to a dedicated system improves
deliverability by 17%
 17% deliverability increase  30% revenue increase
 Automate processes to optimize deliverability through
technology
 Focus resources on improving the user experience
Thank you!
49
Follow us on Twitter:
• @messagesystems
Follow us on Linkedin:
• Message Systems
Visit Us
• www.messagesystems.com
Contact Us
• info@messagesystems.com

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How to Get the Most out of your email campaign

  • 1. 1 Shar VanBoskirk Vice President, Principal Analyst, Forrester Research Jose Santa Ana Director of Marketing, Message Systems How to Maximize Your Email Marketing Opportunity July 29, 2014
  • 2. 2 A link to the webinar replay will be provided via email following the presentation 2 Participate in Today’s Discussion… Tweet #forrester Follow us on Twitter @messagesystems Follow us on Linkedin Message Systems
  • 3. Using Email To Create Competitive Differentiation Shar VanBoskirk, Vice President, Principal Analyst 29 July 2014 How To Maximize Your Email Marketing Opportunity
  • 4. The digital economy is no longer about doing something old in a new way
  • 5. Digital will disrupt every industry
  • 7. © 2013 Forrester Research, Inc. Reproduction Prohibited Your only differentiator is customer relationships
  • 8. Do this by focusing on relationships
  • 9. Theme Email is the best interactive tool for building brand relationships
  • 10. © 2012 Forrester Research, Inc. Reproduction Prohibited Agenda Why is it so important to do email well? How do marketers use email today? Where do existing email programs fall short? 10
  • 11. © 2012 Forrester Research, Inc. Reproduction Prohibited Agenda Why is it so important to do email well? How do marketers use email today? Where do existing email programs fall short? 11
  • 12. © 2012 Forrester Research, Inc. Reproduction Prohibited Email is the single most cost-effective marketing tool 12 Email marketing spend will grow at a 10% CAGR between 2011 and 2016.
  • 13. © 2013 Forrester Research, Inc. Reproduction Prohibited 13 Email attitudes continue to climb Base: US online adults Source: North American Technographics Online Benchmark Survey, Q3 2012
  • 14. © 2013 Forrester Research, Inc. Reproduction Prohibited 14 Users engage with promotional email
  • 15. © 2012 Forrester Research, Inc. Reproduction Prohibited Multi channel customers are more valuable 15 “Multichannel households average household spend of $832, versus just $385 for pure contact center and $360 for pure online.” --Epsilon Targeting “Multi-channel banking customers result in cross sells of up to five products per customer compared to below two for single channel banking.” --Accenture
  • 16. © 2012 Forrester Research, Inc. Reproduction Prohibited Agenda Why is it so important to do email well? How do marketers use email today? Where do existing email programs fall short? 16
  • 17. © 2014 Forrester Research, Inc. Reproduction Prohibited 17 Email is one of the most-used tactics Which of the following tactics does your company use? Base: 395 US, UK, and Canada-based enterprise firms Source: Forrester’s Digital Marketing Maturity Model Survey, Q3 2013
  • 18. It works for retention, sales, loyalty
  • 19. © 2014 Forrester Research, Inc. Reproduction Prohibited 19 Most will increase or maintain email budgets How much do you expect your budgets for the following to increase or decrease in 2014? Base: 395 US, UK, and Canada-based enterprise firms Source: Forrester’s Digital Marketing Maturity Model Survey, Q3 2013
  • 20. Marketers continue to grow email spend How much do you expect your budgets for [email marketing] to increase or decrease in 2014? Decrease Stay the same Increase 10% Increase 20% Increase 30% or more 14% 43% 20% 10% 3% Marketers will grow their email budgets 3.18% on average Base: 395 US, UK, and Canada-based enterprise firms Source: Forrester’s Digital Marketing Maturity Model Survey, Q3 2013
  • 21. Many will invest in new innovations
  • 22. © 2012 Forrester Research, Inc. Reproduction Prohibited Agenda Why is it so important to do email well? How do marketers use email today? Where do existing email programs fall short? 22
  • 23. Balance user need with business goals 1) What do my users need? 2) What is my business goal for email?
  • 24. Kraft saves time and sells product
  • 25. How do other emails strike a balance?
  • 26. Forrester has a review methodology to evaluate your own balance 1. Business process evaluation • Governance • Analytics • Process • Data 2. User experience evaluation • Subscription • Value • Presentation • Trust
  • 27. Criteria is evaluated on a -2 to a +2 scale  -2 Complete fail: functionality does not  -1 Fail: functionality exists but is difficult to use  +1 Pass: functionality exists and is usable  +2 Strong pass: functionality demonstrated is best-in- class  Scores range from +30 to -30  +15 is a passing score
  • 28. Only 4 of 98 emails passed Base: 98 emails Source: The Best And Worst of Email Marketing, 2014, June 20, 2014
  • 29. Retail and CPG emails score the best Base: 98 emails Source: The Best And Worst of Email Marketing, 2014, June 20, 2014
  • 30. How to avoid common pitfalls  Make subscription process intuitive  Enable social sharing within emails  Support mobile-friendly formats  Use preference centers to keep addresses active
  • 31. Summary and recommendations  Digital is fundamentally disrupting business, not just marketing  Email can provide a key tool for managing disruption  Most marketers spend on email but don’t use it optimally  Improve by mastering your email business process and user experience  Message Systems will share other best practices
  • 33. Jose Santa Ana Director of Marketing, Message Systems How to Maximize Your Email Marketing Opportunity July 29, 2014
  • 34. 34 Message Systems: The Leader in Messaging 20%
  • 35. 35 Email / Marketing Services Providers Social Networking Daily Deals Telco Financial Services Consumer Technology Travel & Hospitality Publishing & Media Hosting & SaaS Sampling of Key Clients by Market
  • 36. 36 The Momentum Digital Messaging Solution
  • 37. 37 Key Takeaways  Most marketers spend on email but don’t use it optimally
  • 38. © 2012 Forrester Research, Inc. Reproduction Prohibited A better mix to optimize email spend? 38 Creative Integration Analytics Delivery 38%
  • 39. 99 % EMAILS DELIVERED 22 % OPT-IN EMAILS NOT GETTING THRU 17
  • 40. 40 FTP ESP Report 99% Delivery RP Report 78% Delivery • FTP Package of User and Content Data in ZIP file • Log Into ESP System To Manage/Send Campaign • ISP Filters Delivery To Inbox • Delivery Data Reported to ESP • Engagement Data Reported ESP • Daily Data Bundle Downloaded Your Company Sending through an ESP ESP ISP Engagement Data Delivery Data24-72 Hour Delay
  • 41. 99 % EMAILS DELIVERED 22 % OPT-IN EMAILS NOT GETTING THRU 17 % ESP DEDICATED INCREASED DELIVERY
  • 42. 42 • Injects Events to Momentum • Momentum Manages Delivery to ISP • ISP Filters To Inbox • Delivery and Engagement Data Feeds to Momentum in Real-Time Speed your engagement lifecycle and control your brand. Sending with Momentum ISP Delivery Data Engagement Data Your Company
  • 43. 43 Key Takeaways  Most marketers spend on email but don’t use it optimally  Moving from an ESP to a dedicated system improves deliverability by 17%  17% deliverability increase  30% revenue increase  Automate processes to optimize deliverability through technology
  • 44. 44 Adaptive Delivery with Momentum Patented technology that auto-tunes outbound email delivery parameters in real time to optimize delivery and safeguard reputation. • Mail stream segregation • Auto-tuned delivery parameters • Real-time traffic shaping • Real-time decision making, alerts and reports • Live rule updates • Configurable rules • Full FBL capabilities
  • 45. 45 Adaptive Delivery Results 10 point Deliverability Gain FINANCIAL NEWSLETTER Deliverability April May June July August 0.85 0.90 0.95 AD Tuning Period Source: Leading publisher/distributor of opt-in financial newsletters.
  • 46. 46 Adaptive Delivery Results INTERNATIONAL NEWSLETTER Deliverability April May June July August 0.85 0.90 0.95 • Deliverability Stabilized • Manual Effort Eliminated AD Tuning Period Source: Leading publisher/distributor of opt-in financial newsletters.
  • 47. 47 Translates into Real Revenue Results "When we have delivery and reputation issues, we know about them right away, and we can resolve problems proactively. Momentum with Adaptive Delivery has certainly had a positive impact on customer satisfaction…. We’ve been sending nearly 60 million messages a week at 99.15% deliverability. It was as high as 99.3% last week!” JAMES THOMPSON DIRECTOR OF EMAIL OPERATIONS, INFUSIONSOFT INCREASED REVENUE WITHOUT MS WITH MS CHANGE
  • 48. 48 Key Takeaways  Most marketers spend on email but don’t use it optimally  Moving from an ESP to a dedicated system improves deliverability by 17%  17% deliverability increase  30% revenue increase  Automate processes to optimize deliverability through technology  Focus resources on improving the user experience
  • 49. Thank you! 49 Follow us on Twitter: • @messagesystems Follow us on Linkedin: • Message Systems Visit Us • www.messagesystems.com Contact Us • info@messagesystems.com

Editor's Notes

  • #6: …Here, we see the new Audi TT’s dashboard, which they just revealed at CES earlier this year. The whole thing is 12.3 inch digital LCD screen, and the display automatically and dynamically changes to the context of your driving situation – or based on your commands. All of your standard info is there, but look at the wealth of contextual information right in front of your eyes as you’re driving. GPS/nav reveals not just where you are and where you’re headed, but the nearest hospital, fuel stations, and other areas of business. Just imagine – my next car could automatically tell me where the nearest Starbucks is right here in my dash display, mercilessly enabling my caffeine dependency, no matter where I am. You see, our context is becoming embedded in everything we use – in the world around us…
  • #9: Create a relationship that can survive the transition from traditional analog media to digital.