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Automating Your Email Success:
     Behavior + Automation




Twitter: @KenBonifay
Message Overload
Some Consumers are Tuning Out
Pounding isn’t the answer, because…
…Hope is not an email marketing strategy.
…Batch and blast emails got you working late?...




  …are you freaking out deadline to deadline?
Email.marketing.automation
batch and   Behavior +
blast       automation
Relevant Emails Rock!
                                                                                     9x




             Note: Metrics and salary costs based on JupiterResearch executive survey. Broadcast assumes
             $3 CPM, and all others assume $4.5 CPM. All assume $89 AOV, 50 percent product margin,
             and 2.8 million pieces of mail per month.
Low Volume, High ROI!
Volume of Emails sent        Sales Generated


             4.1%
             Triggered
             Campaigns
                         40.2%
                         Triggered
                         Campaigns    59.8 %
          95.9 %                      Batch
          Batch                       Campaigns
          Campaigns
Pushing the send button not required!
Agenda           Client
Q&A
                      Examples




      10 Behavior +
       Automation
          Rules
Explicit data




 Demo-
graphics



                             Automation


Behavior
                 Implicit data
Behavioral Marketing
    Real-time, cross-channel, insanely
    relevant campaigns to one person at a
    time automatically driven by
    analytics of their actions, preferences
    and profiles. ~ Silverpop
Behavioral Profile
       Sandra..
        - Visited website
        - Visited Blog
        - Clicked to Twitter Page
        - Visited Community
        - Downloaded White Paper “XYZ”
        - Watched “7 Reasons” Video
        - Submitted Demo Request Form
        - Call Center Conversation
        - Trial software login
Their Behaviors - Your Business Rules
Behavior Automation Outputs

                 •   Triggered Emails
                 •   Multi Step Programs
                 •   Score and Rank
                 •   Direct Mail
                 •   Web Content
                 •   Alerts
                      Call Center
                      CRM System
                      Sales Rep
Unified Digital Marketing Platform
Send Email Offer

Read “Ebook” 2 days ago
(And) Did not register for Trial
Have they Downloaded?

Register for Trial = Yes
(and) No open Sales Opportunity
(and) Not already a customer
Helpful welcome to Trial Email
Have they Purchased?

Have Not Purchased
(and) Trial Expires in 5 days
(and) Only logged in one time
Enjoying Trial – Upgrade Full?

Have Not Purchased Full Version
(and) Frequent trial user
(and) Upsell Opportunity
Behavior +
      Automation
       Overview



      SmartPak
Q&A   Example
       Emails



      10 Behavior +
       Automation
          Rules
SmartPak Email Program




      40 unique
  transactional and
lifecycle emails/day,
   10+ promotional
  emails per month

                         14 triggered and
                           transactional
                         programs in place
SmartPak Email Program
                                            Email Volume
                                                              Transact. &
                                                               Triggered
                           Promotional                            12%
                              88%

• ~1MM+ emails sent, per
  month

• Email generates 30% of
  all online marketing
  revenue
                                            Email Revenue
                                                            Transact. &
• Healthy transactional                                      Triggered
  and triggered email         Promotional
                                 70%                            30%
  program drives high
  return
Autoship Reminder Email - #1
                   •   Reminds customer of upcoming SmartPaks
                       order
                   •   Allows customer time to make changes
                       before order is processed

                   The results:
                   • 36% open rate
                   • 13% click-through rate
                   • $1.39 revenue-per-email
                   • 18%+ conversion rate



                           Replace with real time
                             products based on
                             purchase behavior
Autoship Reminder - Email #2


                               • 22.9% Open Rate
                               • 6.7% CTR
                               • $0.98 RPE
                               • 22.8% Conv. Rate

                               Since launching the
                               2nd reminder
                               email, we are seeing
                               ADDITIONAL
                               revenue (almost
                               double) being
                               generated from this
                               campaign.
Abandon Cart                   Next step add in
                                price and average
                                     reviews


The results:

• 38.5% open rate

• 10.15% CTR

• 50% conversion rate

• $4.80 revenue/email

                        Next step add
                         in price and
                           average
                           reviews
Post-Purchase Review
                                  • 2006: Home-grown product review tool
                                       • Generic broadcast email requesting
                                         reviews
                                       • Gathered 5,000 customer reviews
                                  • 2009: Bazaarvoice
                                       • Daily triggered email
                                       • Currently have over 50,000 product
                                         reviews




                                                                    Customer receives
                     Customer Orders Fed      Automated email      Post-Purchase Review
Customer Purchases       to Silverpop         triggered if query           Email
                          (Nightly)              criteria met         (21 days after
                                                                        purchase)
SmartPaks Cancellation Program - Confirmation
Cancellation Program – 7 Day Follow-Up
Cancellation Program – 42 Day Follow Up
SmartPaks Upsell Emails


                          Sent 7 days after first
                          NON-SmartPaks order
                          to upsell them into the
                          automatic shipment
                          SmartPaks.
SmartPak Email Metrics
      Metrics           Triggered/    Broadcast   Difference
                      Transactional


    Open Rate            27.6%         16.4%       +68.3%


       CTR                5.9%          2.9%      +103.5%

       CTOR              21.4%         17.7%       +20.9%

  Conversion Rate        14.6%          6.2%      +135.8%

    Unsubscribe          0.08%         0.14%       -42.9%

SPAM Complaint Rate      0.04%         0.06%       -33.3%

      Bounce             0.63%         0.67%        -6.0%
Behavior +
      Automation
       Overview



       Loren’s 10
      Behavior +      Client
Q&A
                    Examples
      Automation
         Rules
Email.marketing.automation
1. Solve your biggest business problem first!
What’s Your Fulcrum Point?



         Post Sign Up


                           Trial
                        Conversions

             Cart
         abandonment
2. Capture behavior everywhere
Facebook Connect: Email opt-in
Concert alerts

• Your tagged artists’
  playing nearby,
  emailed bi-weekly

• 1 of 3 campaigns, this
  is the most targeted

• Affiliate encoded
  direct links to buy
  tickets via ticketing
  partner FanSnap
3. Turn your messages into a dynamic content
                 platform.
Leverage Other Technologies into Email


Reviews


Recommendations


Social comments
4. Leverage multichannel data
                           Email

Site visits                          CRM




                                             Location
 Web forms

              Social   Mobile
                                   Offline
5. Generate multiple follow-up messages from a
single message triggered by demographic data.
Don’t stop here!
Birthday Follow On Emails

                             Share
              Convert
                            Request

 Birthday   Open/Click      Incentive

             No Action      Reminder
6. Think tracks and series, not one-offs.
Message A – 1 day after
Message B – 3 days after
Message C – 5 days after
DEMCO Cart Results



                  Cart Email A   Cart Email B   Cart Email C
                     Day 1          Day 3          Day 5       AVERAGE
Open Rate            40%            39%            32%          37%

Click-to-Open        44%            47%            28%          41%
Click-thru-Rate      18%            18%             9%          15%
Conversion Rate      22%            15%            24%          20%
Sales/email          $8.60          $8.40          $5.04        $7.46
7. Design for the platform or message context.
QR Code in magazine   Landing page form
8. Get personal, get human
“Human” Cart abandonment

• Service tone
• Multiple
channel options
• Reassurance
• 50% conversion
9. Just do it, fail fast
10. You can leave the office earlier!
Behavior + Automation Rules

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Email.marketing.automation

  • 1. Automating Your Email Success: Behavior + Automation Twitter: @KenBonifay
  • 3. Some Consumers are Tuning Out
  • 4. Pounding isn’t the answer, because…
  • 5. …Hope is not an email marketing strategy.
  • 6. …Batch and blast emails got you working late?... …are you freaking out deadline to deadline?
  • 8. batch and Behavior + blast automation
  • 9. Relevant Emails Rock! 9x Note: Metrics and salary costs based on JupiterResearch executive survey. Broadcast assumes $3 CPM, and all others assume $4.5 CPM. All assume $89 AOV, 50 percent product margin, and 2.8 million pieces of mail per month.
  • 10. Low Volume, High ROI! Volume of Emails sent Sales Generated 4.1% Triggered Campaigns 40.2% Triggered Campaigns 59.8 % 95.9 % Batch Batch Campaigns Campaigns
  • 11. Pushing the send button not required!
  • 12. Agenda Client Q&A Examples 10 Behavior + Automation Rules
  • 13. Explicit data Demo- graphics Automation Behavior Implicit data
  • 14. Behavioral Marketing Real-time, cross-channel, insanely relevant campaigns to one person at a time automatically driven by analytics of their actions, preferences and profiles. ~ Silverpop
  • 15. Behavioral Profile Sandra.. - Visited website - Visited Blog - Clicked to Twitter Page - Visited Community - Downloaded White Paper “XYZ” - Watched “7 Reasons” Video - Submitted Demo Request Form - Call Center Conversation - Trial software login
  • 16. Their Behaviors - Your Business Rules
  • 17. Behavior Automation Outputs • Triggered Emails • Multi Step Programs • Score and Rank • Direct Mail • Web Content • Alerts Call Center CRM System Sales Rep
  • 19. Send Email Offer Read “Ebook” 2 days ago (And) Did not register for Trial
  • 20. Have they Downloaded? Register for Trial = Yes (and) No open Sales Opportunity (and) Not already a customer
  • 21. Helpful welcome to Trial Email
  • 22. Have they Purchased? Have Not Purchased (and) Trial Expires in 5 days (and) Only logged in one time
  • 23. Enjoying Trial – Upgrade Full? Have Not Purchased Full Version (and) Frequent trial user (and) Upsell Opportunity
  • 24. Behavior + Automation Overview SmartPak Q&A Example Emails 10 Behavior + Automation Rules
  • 25. SmartPak Email Program 40 unique transactional and lifecycle emails/day, 10+ promotional emails per month 14 triggered and transactional programs in place
  • 26. SmartPak Email Program Email Volume Transact. & Triggered Promotional 12% 88% • ~1MM+ emails sent, per month • Email generates 30% of all online marketing revenue Email Revenue Transact. & • Healthy transactional Triggered and triggered email Promotional 70% 30% program drives high return
  • 27. Autoship Reminder Email - #1 • Reminds customer of upcoming SmartPaks order • Allows customer time to make changes before order is processed The results: • 36% open rate • 13% click-through rate • $1.39 revenue-per-email • 18%+ conversion rate Replace with real time products based on purchase behavior
  • 28. Autoship Reminder - Email #2 • 22.9% Open Rate • 6.7% CTR • $0.98 RPE • 22.8% Conv. Rate Since launching the 2nd reminder email, we are seeing ADDITIONAL revenue (almost double) being generated from this campaign.
  • 29. Abandon Cart Next step add in price and average reviews The results: • 38.5% open rate • 10.15% CTR • 50% conversion rate • $4.80 revenue/email Next step add in price and average reviews
  • 30. Post-Purchase Review • 2006: Home-grown product review tool • Generic broadcast email requesting reviews • Gathered 5,000 customer reviews • 2009: Bazaarvoice • Daily triggered email • Currently have over 50,000 product reviews Customer receives Customer Orders Fed Automated email Post-Purchase Review Customer Purchases to Silverpop triggered if query Email (Nightly) criteria met (21 days after purchase)
  • 32. Cancellation Program – 7 Day Follow-Up
  • 33. Cancellation Program – 42 Day Follow Up
  • 34. SmartPaks Upsell Emails Sent 7 days after first NON-SmartPaks order to upsell them into the automatic shipment SmartPaks.
  • 35. SmartPak Email Metrics Metrics Triggered/ Broadcast Difference Transactional Open Rate 27.6% 16.4% +68.3% CTR 5.9% 2.9% +103.5% CTOR 21.4% 17.7% +20.9% Conversion Rate 14.6% 6.2% +135.8% Unsubscribe 0.08% 0.14% -42.9% SPAM Complaint Rate 0.04% 0.06% -33.3% Bounce 0.63% 0.67% -6.0%
  • 36. Behavior + Automation Overview Loren’s 10 Behavior + Client Q&A Examples Automation Rules
  • 38. 1. Solve your biggest business problem first!
  • 39. What’s Your Fulcrum Point? Post Sign Up Trial Conversions Cart abandonment
  • 40. 2. Capture behavior everywhere
  • 42. Concert alerts • Your tagged artists’ playing nearby, emailed bi-weekly • 1 of 3 campaigns, this is the most targeted • Affiliate encoded direct links to buy tickets via ticketing partner FanSnap
  • 43. 3. Turn your messages into a dynamic content platform.
  • 44. Leverage Other Technologies into Email Reviews Recommendations Social comments
  • 45. 4. Leverage multichannel data Email Site visits CRM Location Web forms Social Mobile Offline
  • 46. 5. Generate multiple follow-up messages from a single message triggered by demographic data.
  • 48. Birthday Follow On Emails Share Convert Request Birthday Open/Click Incentive No Action Reminder
  • 49. 6. Think tracks and series, not one-offs.
  • 50. Message A – 1 day after
  • 51. Message B – 3 days after
  • 52. Message C – 5 days after
  • 53. DEMCO Cart Results Cart Email A Cart Email B Cart Email C Day 1 Day 3 Day 5 AVERAGE Open Rate 40% 39% 32% 37% Click-to-Open 44% 47% 28% 41% Click-thru-Rate 18% 18% 9% 15% Conversion Rate 22% 15% 24% 20% Sales/email $8.60 $8.40 $5.04 $7.46
  • 54. 7. Design for the platform or message context.
  • 55. QR Code in magazine Landing page form
  • 56. 8. Get personal, get human
  • 57. “Human” Cart abandonment • Service tone • Multiple channel options • Reassurance • 50% conversion
  • 58. 9. Just do it, fail fast
  • 59. 10. You can leave the office earlier!

Editor's Notes

  • #9: crafting these highly relevant messages empowers you to more effectively engage customers and can generate nine times more improvement in revenue and as much as 32 times more improvement in net profit over undifferentiated broadcast campaigns.8 Even after including additional Web analytics spending, the use of Web-site clickstream data as a targeting attribute still significantly improves both topline and bottom-line results. - “The ROI of E-mail Relevance, JupiterResearch,” May 2005
  • #15: Silverpop’s Behavioral Marketing Definition. Based on their actions….. You send them a message….. On the right channel….at the right time.
  • #16: Marketing Automation is centered around the individual. It is your behavioral marketing database. Which means when someone searches and goes to your site – MA will capture that along with the videos, links, and other things they interact with. Eventually when they tell you who they are – maybe when they register for a webinar. MA connects the dots between the named person and all their behaviors / interests.
  • #17: Get people who’s trial is expiring in 3 days, and they haven't opened or took action on the trial expiration email I sent earlier and let’s make sure they aren't in an active discussion with the sales rep or have already purchased. You can see how technology that allows you to automate your business rules will drive more individualized content.
  • #19: You cant achieve this with silo marketing technology. This is where the power and opportunity of Marketing Automation come in. Forget (for a moment) about Marketing Automation helping your sales team alignment. Marketing Automation is for you and your team. MA extends your marketing beyond email to multi channel and cross channel campaigns and automation. Allowing you to interact with customers where they are – whenever they are there with individual dialogues they want and value. This is your answering to marketing to the individual.
  • #29: Sent 3 days before order is scheduled to be shippedServes as a reminder to customer that they can still add one-offitems to their order and not pay additional shipping22.9% Open Rate6.7% CTR$0.98 RPE22.8% Conversion RateTO NOTE: *Since launching the 2nd reminder email, we are seeing ADDITIONAL revenue (almost double) being generated from this campaign. It does not appear that revenue from the first is beingtransferred to the 2nd.
  • #30: Over 3,000 shopping cart abandoned emails sent, per monthSegment versions between supplies versus SmartPaks cart abandonmentSent in AM to customers who abandon cart day prior
  • #42: Loren
  • #43: Loren
  • #46: Behavioral database is aware of the behaviors – the interactions of each person with your company.