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Audio Dial-In InformationFor the audio portion of this presentation, you must use your telephone. For North America Toll-free: 	1-866-288-9872Toll:   	1-913-312-2900Participant Code: 719596For a list of international numbers please refer to the email invitation or go to:http://tinyurl.com/PGwebinar1Technical Assistance For audio technical assistance, please call 888-334-0282 & reference participant code: 719596.For web technical assistance, please call 888-334-0282 and reference the following URL: www.livemeeting.com/lrs/vcsales_ccc, Meeting ID: marketer, and Passcode: imarket. Welcome to: The Motivated Marketer Webinar SeriesCreating the Perfect EmailHow to Optimize the Design & Production of 1to1 Email Communications
Introduction to Our Webinar SeriesPart 4 of our Motivated Marketer Webinar SeriesCreating the Perfect EmailGOAL: To provide you with a thorough understanding and recommendations for creating and delivering exceptional email.  Rest of Webinar Series:#5 in June	5 Steps to Deliverability & Inbox Success#6 in July 	Performance Measurement & Advanced 1-to-1 PracticesInfo at http://www.premiereglobal.com/emarketing/resource-center/webinars.asp
Introduction to Our PresentersFrom PGiMarketsStrategic Services Team:Andy McCartneyVP of Strategic ServicesPGiMarket Premiere Global ServicesLindsey SecordManager, Production ServicesPGiMarket Strategic ServicesPremiere Global ServicesSara JohnidesSenior Creative SpecialistPGiMarket Strategic ServicesPremiere Global Services
Todays Webinar: AgendaIntroductions
 Part 1  What is a Perfect Email?
Incorporating 1to1 Principles in Email Programs
 Part 2  The Process
 Understanding/Optimizing Campaign Workflow
 Part 3  Email Creative & Design Practices
 Goals, Creative Brief & Email Design Principles
Part 4  Production thru Delivery
 Coding, Optimization, Testing, Scheduling & Throttling
 Enabling Perfect Emailing via Outsourcing
 Q&APremiere Globals Email ExperiencePremiere Global Services Stats$630 million in revenues
95% of the Fortune 500
55,000+ customers
61 cities, 24 countriesPGiMarket ESP Stats6,000 email customers
1 billion emails sent per month
Wide range and sophistication of worldwide customersPart 1What is a Perfect Email?
A Perfect Email? Is there Such a Thing?What ConstitutesThe OneIt caught my attention
Professional, neat design
It is currently of interest
I am seeking that product
I learned something new
Like the personalized content
Great timing for my needsSubjectiveThe OneSo Whats the Formula?Perfect Email = Perfect Design + Content + TimingAll we need is perfect information:  Demographics, Psychographics, Contextual Info & Behavioral Preferences.  Plus a perfectly repeatable mechanism to create that email x 1,000,000
It Starts with Strategy1-to-1 Origins: The Old Way
Difficult with Traditional Mass Media Marketing
1-to-1 Marketing enables personalized interactions on a massive scale
Creates Dramatic Lift when applied to Email1-to-1 Attempts to Create the Near Perfect EmailSource: JupiterResearch Executive Survey (3/05), n = 236 (e-mail marketers that currently use/plan to use at least one campaign, US only)
1-to-1 Marketing Reference 際際滷Email marketers must go beyond Broadcast campaigningAggregate increase in net profits from Triggered, LifeCycle, Targeted and Clickstream is 18 times more than from BroadcastProduction needs, skills and resources will likely increase with more sophisticated campaigning
Which Campaign Types?Broadcast CampaignsTriggered/Lifecycle/Targeted/Clickstream 1to1 CampaignsEventProfileOnline Behavior
Fundamental Principles of 1-to-1 Marketing?1.  IDENTIFICATIONHow well do you  know your  	customers/subscribers?2.  DIFFERENTIATION Can you differentiate customers based  	on their value to you and their needs from you?3.  INTERACTIONHow well do you interact with your customers? 	Can you scale & automate message creation & delivery?4.  MEASUREMENT 	How well does your company refine its email  	marketing programs based on feedback/analytics?
Strategy ConclusionCommit to 1to1 principles/practices, and apply them to the campaigns that are right for your organizationNow on to the        Process
Part 2The Workflow Process
Process Overview Idea for Campaign- Purpose?Data/SegmentsRecipient  ListsDesign Messages (creative)RefinementPost Delivery Reporting & AnalysisDelivery Scheduling Throttling RulesCoding, Test & Optimization
Production Process - BEFOREBenchmark the speed and quality of your overall process
Production Process - AFTERAfter Process Analysis and StreamliningEfficiency KeysReduced # of steps
Reduced # of 3rd parties
Standardized templates
Standardized process & procedure
Superior consistent qualitySpeed ImprovementPrevious speed benchmark = 2 weeks per mail
Current speed benchmark = 24 hours [excluding creative]  2-3 days [including creative]Production Cost SavingAnnual production savings:Estimated Hours: 4,160Est. value: $416,000*Assumptions: # of campaigns/week: 5 Hourly labor rate: $100 Existing hours per campaign: 20 Estimated current costs: $520,000 New hours per campaign: 4 Estimated new costs: $104,000
Part 3Email Creative & Design Practices[Sara/Lindsey]
Before we Jump to CreativeMessaging Strategy?Where is your needle.Broadcaster or Sophisticated 1to1 marketer?Data/Segmentation/Messaging tacticsAssumption for TodayYour needle is nearer broadcast, with some profiling (personas), some segmentation, enabling some dynamic content and personalization

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eMarketing Webinar - The Perfect Email

  • 1. Audio Dial-In InformationFor the audio portion of this presentation, you must use your telephone. For North America Toll-free: 1-866-288-9872Toll: 1-913-312-2900Participant Code: 719596For a list of international numbers please refer to the email invitation or go to:http://tinyurl.com/PGwebinar1Technical Assistance For audio technical assistance, please call 888-334-0282 & reference participant code: 719596.For web technical assistance, please call 888-334-0282 and reference the following URL: www.livemeeting.com/lrs/vcsales_ccc, Meeting ID: marketer, and Passcode: imarket. Welcome to: The Motivated Marketer Webinar SeriesCreating the Perfect EmailHow to Optimize the Design & Production of 1to1 Email Communications
  • 2. Introduction to Our Webinar SeriesPart 4 of our Motivated Marketer Webinar SeriesCreating the Perfect EmailGOAL: To provide you with a thorough understanding and recommendations for creating and delivering exceptional email. Rest of Webinar Series:#5 in June 5 Steps to Deliverability & Inbox Success#6 in July Performance Measurement & Advanced 1-to-1 PracticesInfo at http://www.premiereglobal.com/emarketing/resource-center/webinars.asp
  • 3. Introduction to Our PresentersFrom PGiMarketsStrategic Services Team:Andy McCartneyVP of Strategic ServicesPGiMarket Premiere Global ServicesLindsey SecordManager, Production ServicesPGiMarket Strategic ServicesPremiere Global ServicesSara JohnidesSenior Creative SpecialistPGiMarket Strategic ServicesPremiere Global Services
  • 5. Part 1 What is a Perfect Email?
  • 6. Incorporating 1to1 Principles in Email Programs
  • 7. Part 2 The Process
  • 9. Part 3 Email Creative & Design Practices
  • 10. Goals, Creative Brief & Email Design Principles
  • 11. Part 4 Production thru Delivery
  • 12. Coding, Optimization, Testing, Scheduling & Throttling
  • 13. Enabling Perfect Emailing via Outsourcing
  • 14. Q&APremiere Globals Email ExperiencePremiere Global Services Stats$630 million in revenues
  • 15. 95% of the Fortune 500
  • 17. 61 cities, 24 countriesPGiMarket ESP Stats6,000 email customers
  • 18. 1 billion emails sent per month
  • 19. Wide range and sophistication of worldwide customersPart 1What is a Perfect Email?
  • 20. A Perfect Email? Is there Such a Thing?What ConstitutesThe OneIt caught my attention
  • 22. It is currently of interest
  • 23. I am seeking that product
  • 26. Great timing for my needsSubjectiveThe OneSo Whats the Formula?Perfect Email = Perfect Design + Content + TimingAll we need is perfect information: Demographics, Psychographics, Contextual Info & Behavioral Preferences. Plus a perfectly repeatable mechanism to create that email x 1,000,000
  • 27. It Starts with Strategy1-to-1 Origins: The Old Way
  • 28. Difficult with Traditional Mass Media Marketing
  • 29. 1-to-1 Marketing enables personalized interactions on a massive scale
  • 30. Creates Dramatic Lift when applied to Email1-to-1 Attempts to Create the Near Perfect EmailSource: JupiterResearch Executive Survey (3/05), n = 236 (e-mail marketers that currently use/plan to use at least one campaign, US only)
  • 31. 1-to-1 Marketing Reference 際際滷Email marketers must go beyond Broadcast campaigningAggregate increase in net profits from Triggered, LifeCycle, Targeted and Clickstream is 18 times more than from BroadcastProduction needs, skills and resources will likely increase with more sophisticated campaigning
  • 32. Which Campaign Types?Broadcast CampaignsTriggered/Lifecycle/Targeted/Clickstream 1to1 CampaignsEventProfileOnline Behavior
  • 33. Fundamental Principles of 1-to-1 Marketing?1. IDENTIFICATIONHow well do you know your customers/subscribers?2. DIFFERENTIATION Can you differentiate customers based on their value to you and their needs from you?3. INTERACTIONHow well do you interact with your customers? Can you scale & automate message creation & delivery?4. MEASUREMENT How well does your company refine its email marketing programs based on feedback/analytics?
  • 34. Strategy ConclusionCommit to 1to1 principles/practices, and apply them to the campaigns that are right for your organizationNow on to the Process
  • 36. Process Overview Idea for Campaign- Purpose?Data/SegmentsRecipient ListsDesign Messages (creative)RefinementPost Delivery Reporting & AnalysisDelivery Scheduling Throttling RulesCoding, Test & Optimization
  • 37. Production Process - BEFOREBenchmark the speed and quality of your overall process
  • 38. Production Process - AFTERAfter Process Analysis and StreamliningEfficiency KeysReduced # of steps
  • 39. Reduced # of 3rd parties
  • 42. Superior consistent qualitySpeed ImprovementPrevious speed benchmark = 2 weeks per mail
  • 43. Current speed benchmark = 24 hours [excluding creative] 2-3 days [including creative]Production Cost SavingAnnual production savings:Estimated Hours: 4,160Est. value: $416,000*Assumptions: # of campaigns/week: 5 Hourly labor rate: $100 Existing hours per campaign: 20 Estimated current costs: $520,000 New hours per campaign: 4 Estimated new costs: $104,000
  • 44. Part 3Email Creative & Design Practices[Sara/Lindsey]
  • 45. Before we Jump to CreativeMessaging Strategy?Where is your needle.Broadcaster or Sophisticated 1to1 marketer?Data/Segmentation/Messaging tacticsAssumption for TodayYour needle is nearer broadcast, with some profiling (personas), some segmentation, enabling some dynamic content and personalization
  • 46. What is Email Creative?What is Creative?Creative refers to visual design of an email template.This can include, but is not limited to: The Creative Brief
  • 49. Logo DesignThe Creative ProcessStep 1: Creative BriefStep 2: Concepting/ CompsStep 3: Client Review and Concept SelectionStep 4: Chosen Concept RevisedStep 5: Client Review of Revised CreativeStep 6: Approved Comp(s) Sent to Production
  • 50. The Creative Brief: Starting the Creative ProcessIt All Begins with the Creative Brief:The brief is a 12-question document that:Determines the objectives of the program
  • 52. Establishes a brand look, feel and tone
  • 53. Identifies mandatory elements and personalization/conditions to be included
  • 54. Identifies the deliverables, timing and expectationsElements of Email Creative:The HeaderHeader Content:Make sure your logo is not too big and that there isnt unnecessary white spacesurrounding it. It should be easy to see/read and link to thecompanys websiteThis is where your pre-header snippet would go, as well as some housekeepinglinks, such as a microsite link, view in handheld and whitelisting link
  • 55. Elements of Email Creative:The NavigationNavigation Content:Dedicated area for links that mirror your websiteElements of Email Creative:The BodyBody Content:The meat of your message
  • 56. Insert Call-to-Action link towards the top
  • 57. If it is a newsletter, consider adding a left or right rail and a table of contentsNavigation:Dedicated area for links that mirror your websiteElements of Email Creative:The FooterFooter Content:Housekeeping links: Unsubscribe, F2F, Contact Us, Physical Mailing address
  • 58. Keep small in size and a neutral colorElements of Email Creative:The Finished ProductThe Perfect EmailYou can create the perfect email for your client, but the ideal email campaign changes from client to client, campaign to campaign
  • 59. Elements of the Perfect Email withReal Life ExamplesWhat we like:Nice, thin header with visible, easy-to-read user
  • 60. Prevalent CTA (call to action) towards the top of the message
  • 61. Nice use of right rail to give more details on the eventElements of the Perfect Email withReal Life ExamplesWhat we like:A look that mirrors the website
  • 62. Good use of white space
  • 63. Coded for images being suppressed (navigation is backed up with a brown background and HTML text is used
  • 64. Bullet-proof buttons: coded with background color and with HTML text.Elements of the Perfect Email withReal Life ExamplesWhat we like:Simple, clean design
  • 65. Eye-catching Image that is brand specific
  • 66. Prevalent CTA button and light text that is broken up and manageable to readPart 3Production thru Delivery[Lindsey]
  • 67. Transitioning Creative to ProductionYou Have your strategy,You have your Photoshop fileWhats next?Production = HTML coding
  • 70. OptimizationProduction: HTML TipsCoding ButtonsDo not use an image.Code your button using HTML text on top of a background image.Always back-up background images with a similar background color.Email tips for web designersWidth: 600-700 pixels
  • 71. Above the fold: top 300 pixels
  • 72. Code for lowest common denominator:
  • 73. Avoid Flash, JavaScript, CSSProduction: HTML TipsAlt TagsInclude a relevant alt tag in all header, and CTA images.
  • 74. Production HTML TipsText to Image RatioKeep it as low as possibleReduces potential to be considered Spam
  • 75. Production: HTML TipsStyle SheetsNo CSS!Use tables to control layout and spacing.Back-up inline styles where possible:<font face=arial size=2 style=font-size: 12px>Figure 1b: Big Ricks Barbeque message as rendered in the inbox. The CSS has been stripped, causing loss of formatting.Figure 1a: Big Ricks Barbeque message created using CSS, prior to email send.
  • 76. Quality Assurance ChecklistAdjust your production timeline to allow for proofing and client review.
  • 77. READ your email copy, dont just spell check.
  • 78. Dont let your images convey your message.Create and maintain a Quality Assurance (QA) checklist.Request a peer review.Test for rendering and deliverability across multiple browsers and mail readers.Keep a code library.How compliant are you?
  • 80. W3C Validation - http://validator.w3.org/DOCTYPE: HTML 4.01 TransitionalCorrect Character Set / EncodingInclude <HEAD> tagRelevant <TITLE> tag
  • 81. Testing your Perfect EmailHeadlineBulletsBullets
  • 82. Scheduling & Other Delivery TipsHeadlineBulletsBullets
  • 83. Part 4Enabling Perfect Emailingvia Outsourcing
  • 84. Do You Have the Resources?Market ChangesTough economy, marketing headcount reductionMore orgs turning to email from other marketing channelsMore competition in the Inbox, more reason for 1to1Outsource?1to1 requires more effort, and specialist skillsAdvanced campaigning usually requires more productionWhich aspect of your email lends itself to outsourcing?Event PromotionsMarketing ActivitiesEmail Production ServicesWeb ConferencesVirtual Event PromotionAcquisition & Lead GenerationOutsourced Email Campaigns:Loyalty, Retention, Lifecycle,On-boarding, Re-activationPartial/Complete Outsourced Email Function Design, Create, Test, Deploy, Monitor
  • 85. Your Strategy, Outsource just the Production Component?Focus on the strategic, select an experienced 1to1 ESP services provider to focus on the tactical, & under SLAWhats the operating model?SEGMENTED/CUSTOMIZED EMAILS: Invitations / Follow upsPromotions: Up-Sells / Cross-SellsAcquisition / Retention Newsletters / Branding Reactivations Drip / Lifecycle You Provide InputGoals/Targets
  • 88. Mailing List/SegmentsOptimal Rendering on all Email Readers:Maximize DeliverabilityAuthentication, Monitoring, ISP RelationsRecovery from Blacklisting, Certification
  • 89. Q&A
  • 90. Next WebinarNext Webinar: 5 Steps to Deliverability & Inbox SuccessJune nnth, 1pm Eastern BulletsBullets Info at http://www.premiereglobal.com/emarketing/resource-center/webinars.asp
  • 91. Want More Information?You will receive an email with links to: A recording of this session A copy of this presentationstrategy@PremiereGlobal.comwww.premiereglobal.com

Editor's Notes

  1. On demand technologies that support presentation, collaboration and relationship buildingPremiere Global Services, Inc. is a global provider of on-demand, communication technologies-based business process improvement solutions. Our Premiere Global Communications Operating System (PGiCOS) supports business applications within the following solution sets: Conferencing &amp; Collaboration, Document Solutions, Notifications &amp; Reminders, and eMarketing. In 2008, the PGiCOS helped nearly 102 million people worldwide meet virtually and collaborate.
  2. Is there such a thing as a perfect mail?Diagram of 1 mail designed exclusively for 1 person based on perfect informationImagine it is you? What is a perfect mail for youTiming, words, style, look/feel, objective, Buzzwords relevance, conversion, ROIBeauty is in the eye of the beholder
  3. 1:1 Marketing originates from the idea that in the old way of doing business the shopkeeper knew his customers by name, knew their lifestyles, and could interact with them on a personal level.1:1 Marketing builds on this idea, emphasizing personalized interactions with customers, but on a massive scale through technology.The personalization of these customer interactions fosters greater loyalty and better return on marketing investment.
  4. What is Broadcast/Triggered/Lifecycle/Targeted/Clickstream?We were just talking with David Daniels from Jupiter/Forrester a couple of weeks ago and he is about to release the new data relating to this research. He is combining a couple of the columns, adding a social oriented column, but the rates he said were very similar.Despite Additional Mailing Costs, Relevance Increases Net Profit by 18 TimesAlthough marketers using advanced targeting tactics have more e-mail marketing resources (e.g., inflating annual salary costs), the aggregate increase in net profits from these targeted campaigns (triggered through clickstream) is 18 times more than is that from broadcast messages, even when figuring in additional costs. These results show additional expenses are well worth the cost. For example, targeted mailings generate 16 times more improvement in net profit than do broadcast campaigns. The use of Web site clickstream as a targeting attribute is particularly beneficial for both topline and bottom line resultseven after including additional Web analytics spending.Production needs and resources will increase with more sophisticated campaigning - consider outsourcing some or all of your production needs to our Strategic Services Production Team
  5. Personalization and relevance based on event/recorded online behviour or other context, or profile based on ESP/billing/demo/psych data
  6. 1) Data &amp; IdentificationQuestions around data collection, types of data available (demographics, behavioral, etc.)2) Differentiation &amp; SegmentationHow are segments defined, can you identify your most valuable/active customers?3) Customization &amp; InteractionDo you use segmentation, conditional content, lifecycle campaigns, etc.?Do you integrate email with other channels?Do you test on a regular basis?4) Measurement &amp; ImprovementHow do you measure success (opens, clicks, conversions, ROI, engagement, etc.)?Do you take action on your campaign &amp; test results?1-to-1 marketing is a simple principle, but very difficult to execute in the real world. However, there are some quick wins you can implement immediately that puts you on the road to being an effective 1-to-1 marketer.Segmentation 101Customer segmentation is the practice of dividing a customer base into groups of individuals that are similar in specific ways relevant to marketing, such as age, gender, interests, spending habits, and so on. Using segmentation allows companies to target groups effectively, and allocate marketing resources to best effect. Traditional segmentation focuses on identifying customer groups based on demographics and attributes such as attitude and psychological profiles. Value-based segmentation, on the other hand, looks at groups of customers in terms of the revenue they generate and the costs of establishing and maintaining relationships with them. Customer segmentation procedures include: deciding what data will be collected and how it will be gathered; collecting data and integrating data from various sources; developing methods of data analysis for segmentation; establishing effective communication among relevant business units (such as marketing and customer service) about the segmentation; and implementing applications to effectively deal with the data and respond to the information it provides.
  7. Helps you figure out what the perfect email is for your client and that particular campaign
  8. Inserting Pre-header snippet drives user to CTAView Images link links to microsite link in case images are suppressed the user is directed to a hosted versionView in Handheld mobile version of your message, light HTMLWhitelisting Link add to address book so users get your message in their inbox and it is not filtered into your spam folder
  9. If your website utilizes a thicker navigation, make it thinner for your email marketing efforts. If there is a gradient or image, make sure to back it up with a background color so that lighter text will show up.A simple area dedicated to give the users choices about where they want to go.
  10. The body of your email is where the majority of your content is. Depending on the size of your header and navigation, part of your body will be present above the fold. Utilize that space and do your best to get the call to action in the top 250-300 pixels. This is the area that will show up in preview panes.F-shape pattern: Traditionally people designed with the left rail in mind because users read down the message in an F-shape pattern. More recently people have been utilizing a right rail so that the pertinent information in the message is in that F-shape.In regards to a left or right rail, we recommend testing. If you send your message frequently enough, it might be worth testing a new version with the opposite side rail. Moving things around might help to freshen up your message and re-engage some of your subscribers that lost interest.
  11. The footer should not detract from anything else in your message. It is an area dedicated to host mandatory elements.
  12. The perfect email is when youve aligned whatyour target market wants and needs and you deliver it to them in email format.Targeted, relevant messaging directed to the right audience. What works for a securities company is not going to work for a shoe retailer.
  13. Production &amp; Delivery Coding, Optimization, Testing, Scheduling &amp; Throttling
  14. Why Outsource Some/All of your Email Function to PGiMarketExperienced MarketersExperts in multiple online marketing disciplinesLong successful track record of email productionTried/tested best practicesQualityClean, validated and tested mailStreamlined proven processScalabilityFrom simple newsletters to advanced targeted and lifecycle programsFrom 1000 to 10 million mails / monthDeliverabilityFully managed deliverability setup, monitoring &amp; managementThrottling of mail delivery where relevantImpact &amp; PerformanceEmail design experienceOptimized clicks, conversions, engagement, ROIConsistencyDedicated account managementUse of customized professional templatesFlexibilityIndividual tasks or complete outsourced production serviceLeverage your agency/creative or oursCollaboration throughout with defined roles, goals, checkpoints, deliverables