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Connecting experiences & outcomes to
drive optimization
By Lance Wills
•


•


•


•




    2
3
Enroll          Enrolls



                                            Consider    Abandons Enrollment
      Downloads PDF                                     beyond step 3
      Views Plans/Rates    Shop
      Submits Lead Form


                                                               Multiple Visits
                                                  Browse       Multiple Page
   High Bounce Rate                                            Views
   Low Quality
                           Peek
   Single Visit
   Single Page View




                                                                                  4
5
1.   Recognize the experiences of visitors
        2.   Connect experiences with outcomes
        3.   Connect non-converters with those experiences
        4.   Increase the chances that, they too, will convert or
             advance to the next visitor type




A                                                     X
    B                                                     Y
        C                                                     Z
Content                                              Content



  7            1                                          7         1
 Visits      PDF D/L                                  Visits      PDF D/L
                       Enrollee     Non-Enrollee

                                                                            6
7
#    Segment         Size              Criteria                               Attributes
      1   Enrollees     5,200       Submitted online app. form     Brand commited, strong intent, member

      2   Abandoners    1,600       Abandoned application form     Brand positive, nearly decided, impediment
                                    (step 3 or beyond)

      3   Shoppers      3,000       Submitted lead form, d/l PDF   Considering brand, info hungry, strong intent

      4   Browsers      87,000      Page views =>5                 Comparing brands, low intent, no engagement

      5   Peekers       608,000     Remaining population           Wrong audience, no intent


  *   Framework Matrix
      *   Dimensions
          *   Acquisition – Traffic Source Channel (Paid, Organic, Referrer/Direct)
          *   Content Section – Cost & Coverage, Seminar, Stars, Age-in
          *   Engagement – App. PDF d/l, Seminar PDF d/l, Lead Form, Enrollment
      *   Measures
          *   visitors, visits, time spent, # of events, days till event, etc
* Date Range – Sept. -Dec., 2011. Includes pre-AEP marketing run-up and AEP (Oct. 15-Dec. 7)
                                                                                                                   8
* Segmentation criteria based on visitors that enrolled online
* We want to understand
  * Acquisition channel of preference
  * Section of the website they considered important
  * Online actions performed

* Objective:   Learn what worked and how to make it better

* Visitor population: 5,200



                                                                 9
59%
                                      Of enrolled
                                  visitors complete
                                                                                 1
                                 enrollment in 1st visit                       ENROLLEES




                                                 • 83% of Enrollees used a non-paid search
                  Visits to Enrollment           channel as their initial channel
  3,112

                                                 • 50% of the Enrollees visited the Cost &
                                                 Coverage section of the site; 20% visited
                                                 the age-in section

          1,082                                  • Less than 2% of the Enrollees did any
                  528
                                                 action on the site (downloads or submit an
                         265
                                113
                                                 online lead)
                                         72

   1       2       3      4      5       6       • This group also spent the most amount of
                                                 time on-site; enrollment is lengthy process
Recommendation:
• Develop special path for this segment that respects their familiarity with field,
   provides only new/updated info and delivers the shortest path to enrollment
• Investigate visitors with 2 or more visits to enrollment and determine the catalyst
                                                                                             10
* Segmentation criteria based on visitors that
  * Did not enroll online, but reached enrollment form step >=3

* We want to understand
  * Why they abandoned enrollment form
  * Section of the website they considered important
  * Online actions performed

* Objective:   Optimize enrollment process user experience


* Visitor population: 1,600
                                                                  11
1,660
                                                    Visitors almost
                                                    completed an                                     2
                                                   online enrollment                               ABANDONERS


       Enrollment Form                                          • Less than 2% of the Abandoners did any
                                                                action on the site (downloads or submit an
                        Visits
                                  Scenario
                                 Conversion
                                              Step Conversion   online lead); also took more visits to do any
      Step 3 of 6
                       1,660         -               -          engagement
     Tell Us More


      Step 4 of 6
    Your Consensus
                       424        26%             26%           • 50% of the Abandoners visited the Cost &
                                                                Coverage section of the site; 20% visited
      Step 5 of 6
      Our Terms
                       202        12%             48%           the age-in section

       Step 6 of 6
   Review and Submit
                       137         8%             68%           • 74% drop-off from Step 3 to Step 4 on
                                                                enrollment form; This step asks for member
     Confirmation
                         0        0%               0%           number and could be confusing for non-
    Thank You Page
                                                                members

Recommendation:
• Conduct deeper enrollment form field VST integration to determine drop-off point
• Integrate “Click to Chat” feature to catch near misses deep within enrollment form
• Save abandoned applications (not available) and send email reminders
                                                                                                                12
* Segmentation criteria based on visitors that
  * Did not enroll online
  * Did not go beyond step 2 of enrollment process
  * Performed an online action (submit lead, download PDF)
* We want to understand
  * Acquisition channel and visit frequency
  * Section of the website they considered important
  * Online action performance
* Objective: Learn what’s working & improve user experience
* Visitor population: 3,000
                                                              13
1:5:2
                                                On avg. 1 visitor
                                              visits 5 times; 2 visits                          3
                                                    to engage                                 SHOPPERS




     # Visitors To Content Areas                     • 3,000 Shoppers had 15,744 visits

                                                     • 26% of new visitors entered via the Paid
                                                     Search channel, while 20% entered through
                   661                               Organic; 65% of all visits are from Direct &
                                                     Referred
             587
                                   2,299
                                                     • 92% of visits touched the Cost & Coverage
                575                                  content area, and 20% of visitors submitted
                                                     lead forms

    Cost & Coverage      Seminar     Star   Age-In   • This segment is the most active; ~70% of the
                                                     visitors did an online action by their second visit

Recommendation:
• Deliver different experience to Shoppers in response to multiple visits via portlet
• More investigation: (a) Visitors generating leads did they use telesales or fax to enroll
   (b) Influence of other websites to drive actions
                                                                                                           14
* Segmentation criteria based on visitors that
  * Did not enroll online
  * Did not perform an online action (submit lead, download PDF)
  * Page Views >= 5

* We want to understand
  * Why they don’t engage?

* Objective: Get them interested in brand’s value proposition

* Visitor population: 87,000

                                                                   15
87K
                                                        Visitors not ready to
                                                      engage (yet), but want                                   4
                                                     to understand the brand                                 BROWSERS




                                                     Acquisition             • Browsers less concerned with Cost &
                 5                                                           Coverage than Shoppers, as 48% visited
                 4                                                           this section versus 78% for Shoppers
Visitors (10K)




                 3
                                                                             • Organic, “Free”, doing well to attract and
                 2                                                           be reused as a channel by Browsers
                 1
                                                                             • Less than 10% of the Browsers visited
                 -
                                                                             the Seminar page, but they also visited
                      Paid                      Organic            Direct/
                     channel                    search            Referrer   most and spent most amount of time on
                               Total Visitors      New Visitors              site (Great opportunity!)


Recommendation:
• Browsers need more high-level awareness of brand’s value proposition to engage
• Develop a “brief” guided experience for those new to the brand; introduce brand (MHM
   video), Seminars overview, end on Cost & Coverage with info request lead form option
                                                                                                                            16
* Segmentation criteria based on visitors that
  * Did not enroll online
  * Did not perform an online action (generate lead, download, etc)
  * Page Views < 5

* We want to understand
   * What channel these visitors use
  * Why they bounce
  * What sections of the website they landed on
* Objective: Reduce the population size
* Visitor population: 608,000


                                                                      17
86%
                            Of overall visitors were
                            not looking for our site                             5
                                                                                PEEKERS



                       Acquisition
                                           • 50% of Peekers viewing the Star site left
                                           immediately (bounce)
Direct/
             5%
Referrer                                   • Only 1% clicked deeper by viewing the
                                           Age-in and Seminar sections
Organic
             7%                            • 4% viewed Cost & Coverage information
search
                                           • Remaining came to the home page and left
  Paid                                     the site
channel                        88%



Recommendation:
• Focus on improving paid channel strategy, messaging, ad placement, & landing page
• Investigate keywords, organic search, and update content

                                                                                          18
* Key insights
  * 59% of Enrollees enroll on their first visit
  * Abandoners drop off between step 3 and 4 of enrollment form
  * Shoppers are not really researching as they seem to be pre-
    committed to brand, yet make ~5 visits to Cost & Coverage
  * Browsers don’t want cost info, they need exposure to brand value
  * 88% of Peekers enter through Paid Channel
  * Organic search is performing well – leveraged as the initial channel
    & re-used to come back to the site




                                                                           19
* Recommendations
  * Focus on understanding Abandoners’ drop-off between step 3 and 4 on
   enrollment form via enhanced form field VST reporting, on-page chat
   functionality, or on-site survey
  * Reduce return visits required by Shoppers (to enroll) by broadening
   messaging to address their Cost & Coverage questions; allow
   saving/emailing/sharing of Cost & Coverage info
  * Develop special user experience paths for visitor types:
     *   e.g. Browsers – Create curated path that introduces visitors to brand value
         proposition, seminar offerings, online member tools, and other benefits

  * Review branded generic PPC keyword strategy due to high bounce rate
   from members
  * Scale back Paid Search spend on branded keywords as SEO is performing
   well
  * Optimize SEO keyword analysis by focusing on Peekers and Browsers                  20
21

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Behavioral Segmentation Analytics

  • 1. Connecting experiences & outcomes to drive optimization By Lance Wills
  • 3. 3
  • 4. Enroll  Enrolls Consider  Abandons Enrollment  Downloads PDF beyond step 3  Views Plans/Rates Shop  Submits Lead Form  Multiple Visits Browse  Multiple Page  High Bounce Rate Views  Low Quality Peek  Single Visit  Single Page View 4
  • 5. 5
  • 6. 1. Recognize the experiences of visitors 2. Connect experiences with outcomes 3. Connect non-converters with those experiences 4. Increase the chances that, they too, will convert or advance to the next visitor type A X B Y C Z Content Content 7 1 7 1 Visits PDF D/L Visits PDF D/L Enrollee Non-Enrollee 6
  • 7. 7
  • 8. # Segment Size Criteria Attributes 1 Enrollees 5,200 Submitted online app. form Brand commited, strong intent, member 2 Abandoners 1,600 Abandoned application form Brand positive, nearly decided, impediment (step 3 or beyond) 3 Shoppers 3,000 Submitted lead form, d/l PDF Considering brand, info hungry, strong intent 4 Browsers 87,000 Page views =>5 Comparing brands, low intent, no engagement 5 Peekers 608,000 Remaining population Wrong audience, no intent * Framework Matrix * Dimensions * Acquisition – Traffic Source Channel (Paid, Organic, Referrer/Direct) * Content Section – Cost & Coverage, Seminar, Stars, Age-in * Engagement – App. PDF d/l, Seminar PDF d/l, Lead Form, Enrollment * Measures * visitors, visits, time spent, # of events, days till event, etc * Date Range – Sept. -Dec., 2011. Includes pre-AEP marketing run-up and AEP (Oct. 15-Dec. 7) 8
  • 9. * Segmentation criteria based on visitors that enrolled online * We want to understand * Acquisition channel of preference * Section of the website they considered important * Online actions performed * Objective: Learn what worked and how to make it better * Visitor population: 5,200 9
  • 10. 59% Of enrolled visitors complete 1 enrollment in 1st visit ENROLLEES • 83% of Enrollees used a non-paid search Visits to Enrollment channel as their initial channel 3,112 • 50% of the Enrollees visited the Cost & Coverage section of the site; 20% visited the age-in section 1,082 • Less than 2% of the Enrollees did any 528 action on the site (downloads or submit an 265 113 online lead) 72 1 2 3 4 5 6 • This group also spent the most amount of time on-site; enrollment is lengthy process Recommendation: • Develop special path for this segment that respects their familiarity with field, provides only new/updated info and delivers the shortest path to enrollment • Investigate visitors with 2 or more visits to enrollment and determine the catalyst 10
  • 11. * Segmentation criteria based on visitors that * Did not enroll online, but reached enrollment form step >=3 * We want to understand * Why they abandoned enrollment form * Section of the website they considered important * Online actions performed * Objective: Optimize enrollment process user experience * Visitor population: 1,600 11
  • 12. 1,660 Visitors almost completed an 2 online enrollment ABANDONERS Enrollment Form • Less than 2% of the Abandoners did any action on the site (downloads or submit an Visits Scenario Conversion Step Conversion online lead); also took more visits to do any Step 3 of 6 1,660 - - engagement Tell Us More Step 4 of 6 Your Consensus 424 26% 26% • 50% of the Abandoners visited the Cost & Coverage section of the site; 20% visited Step 5 of 6 Our Terms 202 12% 48% the age-in section Step 6 of 6 Review and Submit 137 8% 68% • 74% drop-off from Step 3 to Step 4 on enrollment form; This step asks for member Confirmation 0 0% 0% number and could be confusing for non- Thank You Page members Recommendation: • Conduct deeper enrollment form field VST integration to determine drop-off point • Integrate “Click to Chat” feature to catch near misses deep within enrollment form • Save abandoned applications (not available) and send email reminders 12
  • 13. * Segmentation criteria based on visitors that * Did not enroll online * Did not go beyond step 2 of enrollment process * Performed an online action (submit lead, download PDF) * We want to understand * Acquisition channel and visit frequency * Section of the website they considered important * Online action performance * Objective: Learn what’s working & improve user experience * Visitor population: 3,000 13
  • 14. 1:5:2 On avg. 1 visitor visits 5 times; 2 visits 3 to engage SHOPPERS # Visitors To Content Areas • 3,000 Shoppers had 15,744 visits • 26% of new visitors entered via the Paid Search channel, while 20% entered through 661 Organic; 65% of all visits are from Direct & Referred 587 2,299 • 92% of visits touched the Cost & Coverage 575 content area, and 20% of visitors submitted lead forms Cost & Coverage Seminar Star Age-In • This segment is the most active; ~70% of the visitors did an online action by their second visit Recommendation: • Deliver different experience to Shoppers in response to multiple visits via portlet • More investigation: (a) Visitors generating leads did they use telesales or fax to enroll (b) Influence of other websites to drive actions 14
  • 15. * Segmentation criteria based on visitors that * Did not enroll online * Did not perform an online action (submit lead, download PDF) * Page Views >= 5 * We want to understand * Why they don’t engage? * Objective: Get them interested in brand’s value proposition * Visitor population: 87,000 15
  • 16. 87K Visitors not ready to engage (yet), but want 4 to understand the brand BROWSERS Acquisition • Browsers less concerned with Cost & 5 Coverage than Shoppers, as 48% visited 4 this section versus 78% for Shoppers Visitors (10K) 3 • Organic, “Free”, doing well to attract and 2 be reused as a channel by Browsers 1 • Less than 10% of the Browsers visited - the Seminar page, but they also visited Paid Organic Direct/ channel search Referrer most and spent most amount of time on Total Visitors New Visitors site (Great opportunity!) Recommendation: • Browsers need more high-level awareness of brand’s value proposition to engage • Develop a “brief” guided experience for those new to the brand; introduce brand (MHM video), Seminars overview, end on Cost & Coverage with info request lead form option 16
  • 17. * Segmentation criteria based on visitors that * Did not enroll online * Did not perform an online action (generate lead, download, etc) * Page Views < 5 * We want to understand * What channel these visitors use * Why they bounce * What sections of the website they landed on * Objective: Reduce the population size * Visitor population: 608,000 17
  • 18. 86% Of overall visitors were not looking for our site 5 PEEKERS Acquisition • 50% of Peekers viewing the Star site left immediately (bounce) Direct/ 5% Referrer • Only 1% clicked deeper by viewing the Age-in and Seminar sections Organic 7% • 4% viewed Cost & Coverage information search • Remaining came to the home page and left Paid the site channel 88% Recommendation: • Focus on improving paid channel strategy, messaging, ad placement, & landing page • Investigate keywords, organic search, and update content 18
  • 19. * Key insights * 59% of Enrollees enroll on their first visit * Abandoners drop off between step 3 and 4 of enrollment form * Shoppers are not really researching as they seem to be pre- committed to brand, yet make ~5 visits to Cost & Coverage * Browsers don’t want cost info, they need exposure to brand value * 88% of Peekers enter through Paid Channel * Organic search is performing well – leveraged as the initial channel & re-used to come back to the site 19
  • 20. * Recommendations * Focus on understanding Abandoners’ drop-off between step 3 and 4 on enrollment form via enhanced form field VST reporting, on-page chat functionality, or on-site survey * Reduce return visits required by Shoppers (to enroll) by broadening messaging to address their Cost & Coverage questions; allow saving/emailing/sharing of Cost & Coverage info * Develop special user experience paths for visitor types: * e.g. Browsers – Create curated path that introduces visitors to brand value proposition, seminar offerings, online member tools, and other benefits * Review branded generic PPC keyword strategy due to high bounce rate from members * Scale back Paid Search spend on branded keywords as SEO is performing well * Optimize SEO keyword analysis by focusing on Peekers and Browsers 20
  • 21. 21

Editor's Notes

  • #15: Explain bullets.
  • #19: Great slide, good takeaway.