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Web engagement management
Understanding how your social efforts lead
to meaningful engagement online
Social Capital Conference 2012

|

July 21, 2012
Hey there #SoCapOtt’ers, I’m Joe!
•  Strategic Services Consultant
non-linear creations
•  Instructor
Algonquin College Social Media Certificate Program
•  Occasional Blogger
42 Points on a Double Word Score
•  Twitter
@joeboughner
•  LinkedIn
www.linkedin.com/in/joeboughner
Before we start, a bit of housekeeping
•  “Slow it down!
•  “Clean it up!”
•  “Dumb it down!”
And let’s just track some jargon here
•  CMS
•  CRM
•  A|B and multivariate testing
•  Conversion points, harvest points, goal funnels
Ok, we can probably get started now
So what exactly is WEM?
•  Web Engagement Management
An approach to digital strategy using a new
generation of software platforms to deliver a
personalized experience for your digital audiences in
a measurable, meaningful and comprehensive way
•  Or, put another way,
WEM is like epic sci-fi coolness that makes the digital
experience come alive for your visitors based on their
own behaviours, across sessions, platforms and
channels
In the words of smarter people …
•  "If engagement is the outcome, then web experience
management (WEM) is the practice”
•  “[WEM is the] promise to manage and optimize the
customer experience across customer touchpoints
through…content management, search, customer
targeting, analytics, personalization, and optimization
capabilities”
•  “Understanding is where WEM departs from the
mechanics of publishing”
It’s not that this is entirely new …
•  Cross-channel user profiles
•  Content- and source-aware analytics
•  A|B and multivariate testing
•  Lead scoring
•  Lead nurturing
•  Implicit / explicit personalization
… it’s just becoming “easier”
•  New-generation platforms are bringing these
marketing and analytics functions together
•  Warning: Big-ass charts coming
Gartner Magic Quadrant for
CRM Multichannel Management
2011
Gartner Magic Quadrant for
CRM Multichannel Management
2012
Web CMS vendors are moving into CRM turf
(with the added bonus of being able to control your digital content)

This makes true content marketing possible
Across devices, across platforms
Meet the “visitor profile”
•  A record, tied to a unique identifier, that documents a
visitor’s history on your site, including:
•  Where they came from
•  What they did
•  Combine this with the ability to rate your content
against predefined personas and you get …
A scenario
In which an environmental non-profit identifies four personas:
•  Activist
•  Outdoors enthusiast
•  Policy advocate
•  Educator

A=0
OE = 0
PA = 0
E = 0	
  
New visitor
UID: 000-001	
  

A = 26
OE = 10
PA = 26
E = 16	
  
Returning visitor
UID: 000-001	
  

Entry page

Second page

Exit page

A – 10 points
OE – 8 points
PA – 6 points
E – 2 points	
  

A – 8 points
OE – 2 points
PA – 10 points
E – 4 points	
  

A – 8 points
OE – 0 points
PA – 10 points
E – 10 points	
  

Entry page

A – 10 points
OE – 2 points
PA – 6 points
E – 2 points	
  

Exit page

A – 10 points
OE – 2 points
PA – 0 points
E – 4 points	
  

!	
  

A =1	
  is	
  a
46
00 14
-­‐
0OE =
ID	
  00 PA = 32
U
E = 22	
  

i st
Ac.v
n	
  
So what now?
•  Personalize calls to action that this user sees based
on the understanding of the persona
•  Test against other variables such as visit source
•  Do activists from social channels behave
differently than those who click on email
newsletters?
•  Find pages with high bounce rates for this persona
and test alternative content
Now meet the “engagement plan”
•  A series of steps or actions that a visitor from a target
audience (or persona) might take towards a desired
end goal
•  Download Whitepaper X
•  Comment on Blog Post Y
•  Watch Video Z
A scenario
In which a fantabulous digital agency deploys a lead nurturing
strategy for recruiting developers

Downloads a
whitepaper

Receives an
email with
link to a more
different blog
post

Did (s)he
click? Add
points!

Receives an
email with
link to a blog
post

Did (s)he
click? Add
points!

Point
threshold hit
yet?

Nope!	
  

Yup!	
  

Send their
info to HR!
Here are a few other examples

(without the handy charts)
(Sorry)
(Those little dudes take a long time to make and copy)
What other roles can social play?
•  Analytics / goal tracking traffic source
•  See which of your site visitors come from
different social channels
•  See which channels refer the highest value
visitors over time
•  See which of your visitors refer the most traffic
•  Personalization option
•  Show different calls to action for social visitors
•  Show special content to visitors who promote
your site on social channels
•  Testing parameter
•  Do social visitors react differently to certain
types of content than others?
How can you apply this today?
•  For now, there aren’t many (if any) options for WEMenabled CMSs in the open source category
•  Start by introducing the enabling behaviours with free
tools
•  A|B and multivariate testing
Google Website Optimizer
•  Robust analytics and goal funnels
Google Conversion University
•  Create audience personas and map your content to
them …
•  Develop a content strategy to fill any gaps; map out
an approach to future content creation
But before you dive in
•  Remember that strategy comes first
•  Don’t be creepy
•  Brace yourself (and your servers) for data overload
If you’re interested in learning more…
www.joeboughner.ca/socapott

-- Fin --

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Understanding web engagement management (WEM) and your social media presence

  • 1. Web engagement management Understanding how your social efforts lead to meaningful engagement online Social Capital Conference 2012 | July 21, 2012
  • 2. Hey there #SoCapOtt’ers, I’m Joe! •  Strategic Services Consultant non-linear creations •  Instructor Algonquin College Social Media Certificate Program •  Occasional Blogger 42 Points on a Double Word Score •  Twitter @joeboughner •  LinkedIn www.linkedin.com/in/joeboughner
  • 3. Before we start, a bit of housekeeping •  “Slow it down! •  “Clean it up!” •  “Dumb it down!”
  • 4. And let’s just track some jargon here •  CMS •  CRM •  A|B and multivariate testing •  Conversion points, harvest points, goal funnels
  • 5. Ok, we can probably get started now
  • 6. So what exactly is WEM? •  Web Engagement Management An approach to digital strategy using a new generation of software platforms to deliver a personalized experience for your digital audiences in a measurable, meaningful and comprehensive way •  Or, put another way, WEM is like epic sci-fi coolness that makes the digital experience come alive for your visitors based on their own behaviours, across sessions, platforms and channels
  • 7. In the words of smarter people … •  "If engagement is the outcome, then web experience management (WEM) is the practice” •  “[WEM is the] promise to manage and optimize the customer experience across customer touchpoints through…content management, search, customer targeting, analytics, personalization, and optimization capabilities” •  “Understanding is where WEM departs from the mechanics of publishing”
  • 8. It’s not that this is entirely new … •  Cross-channel user profiles •  Content- and source-aware analytics •  A|B and multivariate testing •  Lead scoring •  Lead nurturing •  Implicit / explicit personalization
  • 9. … it’s just becoming “easier” •  New-generation platforms are bringing these marketing and analytics functions together •  Warning: Big-ass charts coming
  • 10. Gartner Magic Quadrant for CRM Multichannel Management 2011
  • 11. Gartner Magic Quadrant for CRM Multichannel Management 2012
  • 12. Web CMS vendors are moving into CRM turf (with the added bonus of being able to control your digital content) This makes true content marketing possible Across devices, across platforms
  • 13. Meet the “visitor profile” •  A record, tied to a unique identifier, that documents a visitor’s history on your site, including: •  Where they came from •  What they did •  Combine this with the ability to rate your content against predefined personas and you get …
  • 14. A scenario In which an environmental non-profit identifies four personas: •  Activist •  Outdoors enthusiast •  Policy advocate •  Educator A=0 OE = 0 PA = 0 E = 0   New visitor UID: 000-001   A = 26 OE = 10 PA = 26 E = 16   Returning visitor UID: 000-001   Entry page Second page Exit page A – 10 points OE – 8 points PA – 6 points E – 2 points   A – 8 points OE – 2 points PA – 10 points E – 4 points   A – 8 points OE – 0 points PA – 10 points E – 10 points   Entry page A – 10 points OE – 2 points PA – 6 points E – 2 points   Exit page A – 10 points OE – 2 points PA – 0 points E – 4 points   !   A =1  is  a 46 00 14 -­‐ 0OE = ID  00 PA = 32 U E = 22   i st Ac.v n  
  • 15. So what now? •  Personalize calls to action that this user sees based on the understanding of the persona •  Test against other variables such as visit source •  Do activists from social channels behave differently than those who click on email newsletters? •  Find pages with high bounce rates for this persona and test alternative content
  • 16. Now meet the “engagement plan” •  A series of steps or actions that a visitor from a target audience (or persona) might take towards a desired end goal •  Download Whitepaper X •  Comment on Blog Post Y •  Watch Video Z
  • 17. A scenario In which a fantabulous digital agency deploys a lead nurturing strategy for recruiting developers Downloads a whitepaper Receives an email with link to a more different blog post Did (s)he click? Add points! Receives an email with link to a blog post Did (s)he click? Add points! Point threshold hit yet? Nope!   Yup!   Send their info to HR!
  • 18. Here are a few other examples (without the handy charts) (Sorry) (Those little dudes take a long time to make and copy)
  • 19. What other roles can social play? •  Analytics / goal tracking traffic source •  See which of your site visitors come from different social channels •  See which channels refer the highest value visitors over time •  See which of your visitors refer the most traffic •  Personalization option •  Show different calls to action for social visitors •  Show special content to visitors who promote your site on social channels •  Testing parameter •  Do social visitors react differently to certain types of content than others?
  • 20. How can you apply this today? •  For now, there aren’t many (if any) options for WEMenabled CMSs in the open source category •  Start by introducing the enabling behaviours with free tools •  A|B and multivariate testing Google Website Optimizer •  Robust analytics and goal funnels Google Conversion University •  Create audience personas and map your content to them … •  Develop a content strategy to fill any gaps; map out an approach to future content creation
  • 21. But before you dive in •  Remember that strategy comes first •  Don’t be creepy •  Brace yourself (and your servers) for data overload
  • 22. If you’re interested in learning more… www.joeboughner.ca/socapott -- Fin --