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Email Subscriber Lifecycle Strategies from the Swipe File

Date post: 17-Nov-2014
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Consumers have different needs and expectations at each stage of the email subscriber lifecycle—from acquisition and onboarding, through a range of engagement and re-engagement tactics, to the end of an email relationship. In this session, Chad White, the Salesforce Marketing Cloud’s Lead Research Analyst and author of "Email Marketing Rules," will share advice on how to optimize each stage, illustrating his recommendations with real-life examples from Marketing Cloud’s Swipe File on Pinterest. Get inspired and come away with great email marketing ideas to steal, test, and make your own.
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Track: Email Marketing #CNX14 #CNX14 Email Subscriber Lifecycle Strategies from the Swipe File Chad White Lead Research Analyst, ExactTarget Marketing Cloud Author of Email Marketing Rules @chadswhite @ETswipefile pinterest.com/ExactTarget
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Page 1: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

#CNX14

Email Subscriber Lifecycle Strategies from the Swipe File

Chad White

Lead Research Analyst, ExactTarget Marketing Cloud

Author of Email Marketing Rules

@chadswhite

@ETswipefile

pinterest.com/ExactTarget

Page 2: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

“Mass marketers develop a product and try to find customers for that product. But 1:1 marketers develop a customer and try to find products for that customer.”

—Don Peppers and Martha Rogers, Coauthors of The One to One Future

@chadswhite

Page 3: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

Track: Email Marketing

#CNX14

To maximize the value of an email relationship, you need to cater to your subscribers’ needs and wants throughout their entire subscriber lifecycle.

@chadswhite

Page 4: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

The subscriber lifecycle has 6 stages:

• Acquisition — signup processes through acquisition sources

• Onboarding — signup confirmation page and welcome email(s)

• Engagement — broadcast and seasonal emails

• Reengagement — win-back and other reengagement tactics

• Super-engagement — segmented, browse & cart abandonment, post-purchase, and other emails

• Transition — opt-out page, opt-out confirmation page, preference center, re-permission emails

@chadswhite

Page 5: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

@chadswhite

Page 6: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

What we’ll cover during the next 40 minutes…

1 2 3

Acquisition

+

Onboarding

Engagement

+

Reengagement

+

Super-Engagement

Transition

@chadswhite

Page 7: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

Chad White

• Lead Research Analyst at the ExactTarget Marketing Cloud

• Author of Email Marketing Rules (2nd Edition released 9/2/14)

• 10+ years covering email marketing and ecommerce as researcher and journalist

@chadswhite

Page 8: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

The Swipe File

• New examples of great digital marketing every weekEmail Swipe FileAudience Growth Swipe FileSocial Swipe FileMobile Swipe File

• Dozens of ExactTarget Marketing Cloud contributors from around the world

@chadswhite

Page 9: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

Track: Email Marketing

#CNX14

The Acquisition Stage consists of the methods you use to get consumers to opt in to your email program, as well as the entirety of a confirmed opt-in process.

@chadswhite

Page 10: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

A few Email Marketing Rules for Acquisition:

• Keep the signup process short

• Target acquisition sources close to your shopping and customer service operations

• Make your signup calls-to-actions prominent

• Make it clear that people are opting in

• Make calls-to-actions clear

@chadswhite

Page 11: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

ExactTarget’s Retail Touchpoints Optimized report found…

@chadswhite

Page 12: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

Zillow

• Signup call-to-action reaches mobile app users when they are engaged

• A value-add to Favorites List

• Simple Yes/No opt-in since they already have the user’s email address

Page 13: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

E-receipt

Krispy Kreme

• Prominent on box• Exposed to signup

CTA during and after consumption

• Easy-to-remember URL goes directly to email signup form

@chadswhite

Page 14: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

E-receipt

Krispy Kreme

• Prominent on box• Exposed to signup

CTA during and after consumption

• Easy-to-remember URL goes directly to email signup form

• But long opt-in form

@chadswhite

Page 15: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

Olive Garden

• Takes advantage of idle time in the restaurant

• 2 ways to expose guests to signup call-to-action

• 3 ways to sign up:• Via URL• Via text• Via QR code

Page 16: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

Olive Garden

• Another exposure post-meal

• Highlights signup incentive

• Provides a 4th way to subscribe: via paper form

Page 17: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

Home Depot

• Opt-in request piggybacks on e-receipt

• Above-the-fold placement of signup banner

@chadswhite

Page 18: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

Noun Project

• Subscription activation email as part of a confirmed opt-in (COI) process

• Simple, direct message

@chadswhite

Page 19: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

Track: Email Marketing

#CNX14

The Onboarding Stage consists of your opt-in confirmation page and your welcome email or welcome email series.

@chadswhite

Page 20: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

A few Email Marketing Rules for Onboarding:

• Use opt-in confirmation page as a “pre-welcome”

• Send welcome emails immediately to maximize “signup honeymoon” effect

• Send a series of welcome emails

• Make your welcome emails seasonally relevant

@chadswhite

Page 21: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

Brooks Brothers

• After collecting just an email address, the signup confirmation page asks for more info

• Includes “opt up” opportunity to receive emails from factory stores and blog

Page 22: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

ExactTarget’s Retail Touchpoints Optimized report found…

@chadswhite

Page 23: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

ExactTarget’s State of Marketing report found…

@chadswhite

Page 24: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

Pinterest

• Qualifying email is followed by…

@chadswhite

Page 25: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

Pinterest

• Qualifying email is followed by…

@chadswhite

Page 26: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

Pinterest

• Qualifying email is followed by…

@chadswhite

Page 27: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

Pinterest

• Qualifying email is followed by…

@chadswhite

Page 28: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

Pinterest

• Qualifying email is followed by…

@chadswhite

Page 29: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

Pinterest

• Qualifying email is followed by…

Page 30: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

Pinterest

• A 6-email welcome series over 6 days

• Each email is focused on one aspect of Pinterest for Business program

Page 31: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

Walmart

• Engages with seasonally relevant imagery and messaging

• Makes the most of seasonal subscribers

Page 32: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

Track: Email Marketing

#CNX14

The Engagement Stage consists of your baseline promotional mailstream—that is, your regularly scheduled broadcast emails plus seasonal fluctuations in frequency.

@chadswhite

Page 33: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

A few Email Marketing Rules for Engagement:

• Design emails that render well across all platforms

• Use dynamic content and personalization to add targeted content to emails

• Offer subscribers non-promotional content and calls-to-action

• Send more emails when your customers are in market

@chadswhite

Page 34: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

Percentage of B2C brands using mobile-friendly email designs

Oct. ’13 Dec. ’13. Feb. ’14. Apr. ’14 Jun. ’14 Aug. ’14 *Dec. ’14

22% 30% 30% 33% 41% 48% 70%

*prediction

@chadswhite

Page 35: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

Reliant

• “Weekly Summary” emails about the homeowner’s energy usage

• Deeply personalized

Page 36: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

Reliant

• “Weekly Summary” emails about the homeowner’s energy usage

• Deeply personalized

Page 37: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

Hipmunk

• Uses B2B infographic tactic

• Educational rather than promotional

• Drives engagement with blog

• Shareworthy content

Page 38: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

Hipmunk

• Uses B2B infographic tactic

• Educational rather than promotional

• Drives engagement with blog

• Shareworthy content

Page 39: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

Predicted number of promotional emails retailers will send each of their subscribers

July Aug. Sep. Oct. Nov. Dec. Jan.

18 18 18 19 22 28 19

@chadswhite

Page 40: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

Track: Email Marketing

#CNX14

The Reengagement Stage consists of messaging tactics designed to address subscribers who are inactive or are in danger of soon becoming inactive.

@chadswhite

Page 41: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

A few Email Marketing Rules for Reengagement:

• Be thoughtful about defining inactivity

• Reengage with rich discounts and progressive profiling

• Send inactive subscribers emails less frequently

• Target inactives in other channels with win-back emails

@chadswhite

Page 42: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

@chadswhite

Page 43: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

American Apparel

• Discount coupled with progressive profiling

• Simple, direct messaging

Page 44: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

American Apparel

• Requests info to power triggered messaging, segmentation, and personalization, BirthdayZip codeInterests

Page 45: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

@chadswhite

Page 46: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

Pinkberry

• Reengagement email

• In response to 3 months of mobile app inactivity

Page 47: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

Track: Email Marketing

#CNX14

While reengagement reduces the risks posed by inactives, Super-Engagement fosters more opportunities with active subscribers.

@chadswhite

Page 48: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

A few Email Marketing Rules for Super-Engagement:

• Send more segmented messages

• Set up more triggered emails including browse and cart abandonment emails, birthday emails, post-purchase emails

• Give subscribers opportunities to “opt up” to receive emails on additional topics, as part of a loyalty program, or from sister brands

• Optimize transactional emails for upsells and cross-sells

@chadswhite

Page 49: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

Lowe’s

• Progressive profiling

• Gauging seasonal interests

• Powers segmented messages

Page 50: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

ModCloth

• Signup anniversary email

• Sharable coupon

• Social sign-in call-to-action with promise of birthday email

Page 51: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

Crate & Barrel

• Post-purchase email

• Care instructions

• Cross-sells bar equipment and wine and cheese accessories

Page 52: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

Starbucks

• Loyalty program emails

• Milestone notification email

• Progressive profiling survey

Page 53: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

Track: Email Marketing

#CNX14

The purpose of the Transition Stage is to avoid unnecessary damage to your sender reputation and to attempt to retain the subscriber.

@chadswhite

Page 54: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

A few Email Marketing Rules for Transition:

• Make it easy to opt out by following the “2-click unsubscribe rule”

• Try to address the reasons that people unsubscribeToo many emailsIrrelevant emailsWant to change email address

• Be gracious as people opt out

@chadswhite

Page 55: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

Staples

• Follows 2-click unsubscribe rule

• Option to change address

• Option to opt down

Page 56: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

Democratic Congressional Campaign Committee• Uses

confirmation page to drive opt-overs to social media

@chadswhite

Page 57: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

Mini USA

• Re-permission email

• On brand messaging

• Gives subscribers many options to click

Page 58: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

Mini

• Re-permission email

• On brand messaging

• Gives subscribers many options to click

Page 59: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

Mini

• Re-permission email

• On brand messaging

• Gives subscribers many options to click

Page 60: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

@chadswhite

Page 61: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

Track: Email Marketing

#CNX14

Questions?

Before I leave you with some final thoughts...

@chadswhite

Page 62: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

I’m fascinated by email marketing metaphors.

I’ve heard people say email marketing is like…

@chadswhite

Page 63: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

…theatre… dating… building a house… the Olympics… golf… baseball… fitness… marriage… raising a kid… a fire hose… craft beer branding… sex

@chadswhite

Page 64: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

But my personal favorite is:

Email marketing is like a couples dance.

@chadswhite

Page 65: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

In fact, the first mock cover for the 1st Edition of my book included cryptic, centuries-old dance instructions.

@chadswhite

Page 66: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

The metaphor is apt because it has…

@chadswhite

• A beginning-middle-end• Norms built around styles• Social expectations• Practice leads to skill• Non-verbal communications

Page 67: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

I suck at dancing.

@chadswhite

Page 68: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

I practiced a lot for the first dance with my wife at our wedding.

@chadswhite

Page 69: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

And I wasn’t horrible.

My point is try to be a good partner so…

@chadswhite

Page 70: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

…when you mess up and drop that first bite of cake down your partner’s dress

@chadswhite

Page 71: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

…she’ll give you another chance.

@chadswhite

Page 72: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14

Track: Email Marketing

#CNX14

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@chadswhite

@ETswipefile

#CNX14

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“Email Subscriber Lifecycle Strategies from the Swipe File”

Page 73: Email Subscriber Lifecycle Strategies from the Swipe File

Track: Email Marketing

#CNX14


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