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Optimizing for Multiple Customer Personas: How a recent test “broke the rules” of optimization...

Date post: 08-May-2015
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Standard rules of optimization often call for a single focus in writing the headline, body copy and even call-to-action. This works well when all of your visitors are interested in the same thing. But, what do you do when you have to write copy for a page that serves multiple visitor types with varying interests? In this Web clinic, Flint McGlaughlin, Managing Director, MECLABS, will reveal how copywriting and design impacts clicks and conversions on pages that serve highly diverse interests simultaneously. He will address some of the most common questions related to managing the messaging: • How many visitor types can I address on a single page? • How do I choose which prospect to focus on? • Are there any effective templates for managing multiple customers? • How do I balance the divided attention? • What copywriting mistakes are commonly made when writing for different personas?
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Optimizing for Multiple Personas How a recent test “broke the rules” of optimization and drove a 331% conversion lift
Transcript
Page 1: Optimizing for Multiple Customer Personas: How a recent test “broke the rules” of optimization and drove a 331% conversion lift

Optimizing for Multiple PersonasHow a recent test “broke the rules” of optimization and drove a 331% conversion lift

Page 2: Optimizing for Multiple Customer Personas: How a recent test “broke the rules” of optimization and drove a 331% conversion lift

#WebClinic

Today’s Team

@jonpowell31

Jon PowellSenior Manager Research and StrategyMECLABS

Market research practitioner with 6+ years of hands-on discovery gained through managing hundreds of A/B and multivariate tests for e-commerce, healthcare, financial, and education Research Partners.

Page 3: Optimizing for Multiple Customer Personas: How a recent test “broke the rules” of optimization and drove a 331% conversion lift

An Experiment

Page 4: Optimizing for Multiple Customer Personas: How a recent test “broke the rules” of optimization and drove a 331% conversion lift

#WebClinic

Background

Background: An organization that offers a minimally invasive medical treatment for people suffering from chronic pain.

Goal: To increase leads from the website.

Research Question: Which site will generate the highest lead conversion rate?

Test Design: A/B multifactorial test.

Experiment ID: TP1560Record Location: MECLABS Research LibraryResearch Partner: [Protected]

Page 5: Optimizing for Multiple Customer Personas: How a recent test “broke the rules” of optimization and drove a 331% conversion lift

#WebClinic

Version A

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#WebClinic

Version A

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#WebClinic

Version B

Page 8: Optimizing for Multiple Customer Personas: How a recent test “broke the rules” of optimization and drove a 331% conversion lift

#WebClinic

Version B

Page 9: Optimizing for Multiple Customer Personas: How a recent test “broke the rules” of optimization and drove a 331% conversion lift

#WebClinic

Side-by-SideVersion A Version B

Page 10: Optimizing for Multiple Customer Personas: How a recent test “broke the rules” of optimization and drove a 331% conversion lift

#WebClinic

Conv. Rate % Rel. Change Stat. Conf.

Version A 1.6% --Version B 7.0% 330.6%

Relative Increase in ConversionsThe new page template B increased lead capture rate by 330.6%

331%

99%

Page 11: Optimizing for Multiple Customer Personas: How a recent test “broke the rules” of optimization and drove a 331% conversion lift

#WebClinic

Familiar Behavior PatternsTo thisFrom this

LOGO LOGO

Protocol ID: TP1306

266%Increase in clicks

78%Increase in conversions

Protocol ID: TP1213

46%Increase in purchases

Protocol ID: TP2026

Page 12: Optimizing for Multiple Customer Personas: How a recent test “broke the rules” of optimization and drove a 331% conversion lift

#WebClinic

Why did the treatment win?

So what was different in this

situation?

Page 13: Optimizing for Multiple Customer Personas: How a recent test “broke the rules” of optimization and drove a 331% conversion lift

#WebClinic

Optimizing for Multiple Personas

1. Messaging is naturally ordered into four stages: (1) To Listen, (2) To Attract, (3) To Converse, (4) To Nurture. The order is as important as the activity. One cannot converse before one attracts; one should not attract before one listens.

FKey Principles

Page 14: Optimizing for Multiple Customer Personas: How a recent test “broke the rules” of optimization and drove a 331% conversion lift

#WebClinic

Why did the treatment win?

The team’s preliminary research question:

What is the effect of providing multiple paths (CTAs) for visitors to choose based on where they are in the process?

• Feedback from service reps and Sales• A data/metrics analysis of incoming

channels and keywords• Existing customer research

After examination of:

Page 15: Optimizing for Multiple Customer Personas: How a recent test “broke the rules” of optimization and drove a 331% conversion lift

#WebClinic

Optimizing for Multiple Personas

1. Messaging is naturally ordered into four stages: (1) To Listen, (2) To Attract, (3) To Converse, (4) To Nurture. The order is as important as the activity. One cannot converse before one attracts; one should not attract before one listens.

2. To enable conversation with different customers arriving at the same intersection, one must alter the geography of the page in a way that attracts each group into its own conversation.

FKey Principles

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#WebClinic

Why did the treatment win?

Though equally weighted on the page, the content is not equal in the mind.

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#WebClinic

Optimizing for Multiple Personas

How do I write and design for a page that serves multiple visitor types with varying interests?

Page 18: Optimizing for Multiple Customer Personas: How a recent test “broke the rules” of optimization and drove a 331% conversion lift

#WebClinic

Optimizing for Multiple Personas

1. Messaging is naturally ordered into four stages: (1) To Listen, (2) To Attract, (3) To Converse, (4) To Nurture. The order is as important as the activity. One cannot converse before one attracts; one should not attract before one listens.

2. To enable conversation with different customers arriving at the same intersection, one must alter the geography of the page in a way that attracts each group into its own conversation.

3. A meta-analysis of these page types has uncovered how copywriting and design can be adjusted to maximize response from pages serving multiple customer personas.

FKey Principles

Page 19: Optimizing for Multiple Customer Personas: How a recent test “broke the rules” of optimization and drove a 331% conversion lift

#WebClinic

Optimizing for Multiple Personas

Today, we are going to walk through tactical design and copy changes extracted from patterns

of customer response.

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#WebClinic

Design Changes

Page 21: Optimizing for Multiple Customer Personas: How a recent test “broke the rules” of optimization and drove a 331% conversion lift

#WebClinic

Design Changes

1. The marketer’s goal is not simplicity; the marketer’s goal is clarity. The former is the means to the latter.

2. Simplicity which obscures clarity is lethal to the close. This is true as it relates to the prospect’s understanding of the marketer’s offer.

FKey Principles

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#WebClinic

Example: Simplicity vs. ClarityProtocol ID: TP1315

How would you increase the search volume on this page?

Control

Page 23: Optimizing for Multiple Customer Personas: How a recent test “broke the rules” of optimization and drove a 331% conversion lift

#WebClinic

Example: Simplicity vs. Clarity

By giving the page a more Google-like search experience, our researchers hypothesized an increase in search volume …

The result proved that simplicity does not always guarantee clarity.

Treatment

5.6%Decrease in search volume

Page 24: Optimizing for Multiple Customer Personas: How a recent test “broke the rules” of optimization and drove a 331% conversion lift

#WebClinic

Design Changes

1. To enable clarity of the offer for multiple personas, focus on these three types of page template adjustments:

• The number of conversion paths

• The availability of subheadlines and headers for instructional guidance

• The sequence of the content

FKey Actions

Page 25: Optimizing for Multiple Customer Personas: How a recent test “broke the rules” of optimization and drove a 331% conversion lift

#WebClinic

From This, To This …Protocol ID: TP1499

From This

Page 26: Optimizing for Multiple Customer Personas: How a recent test “broke the rules” of optimization and drove a 331% conversion lift

#WebClinic

From This, To This …To This

Utilized the header to be instructional

Optimal # of paths

25%Increase in clicks

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#WebClinic

From This, To This …Protocol ID: TP1315

From This

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#WebClinic

From This, To This…To This Added a

subheadline for explanation

Optimized the number of paths

32.4%Increase in conversions

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#WebClinic

From This, To This …Protocol ID: TP1460

From This

Page 30: Optimizing for Multiple Customer Personas: How a recent test “broke the rules” of optimization and drove a 331% conversion lift

#WebClinic

From This, To This …

Reduced paths via consolidation

Utilized headers for explanation

63%Increase in conversions

To This

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#WebClinic

From This, To This …Protocol ID: TP17XX

Increase in clickthrough

From This

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#WebClinic

From This, To This …

181%Increase in clickthrough

To This

Adjusted content position

Adjusted color

Added a headline and explanation subheadline

Page 33: Optimizing for Multiple Customer Personas: How a recent test “broke the rules” of optimization and drove a 331% conversion lift

#WebClinic

Copy Changes

Page 34: Optimizing for Multiple Customer Personas: How a recent test “broke the rules” of optimization and drove a 331% conversion lift

#WebClinic

Copy Changes

1. “Mind is the great lever of all things; human thought is the process by which human ends are ultimately answered.” -Daniel Webster

FKey Principles

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#WebClinic

The Great Lever in Action

Page 36: Optimizing for Multiple Customer Personas: How a recent test “broke the rules” of optimization and drove a 331% conversion lift

#WebClinic

The Great Lever in Action

The Top 5 Reasons for Bungee Jumping

1. Overcome a fear2. If you go naked, it could

be free!3. Cross an item off the

bucket list4. Bragging rights5. It’s safe

Page 37: Optimizing for Multiple Customer Personas: How a recent test “broke the rules” of optimization and drove a 331% conversion lift

#WebClinic

Copy Changes

1. “Mind is the great lever of all things; human thought is the process by which human ends are ultimately answered.” -Daniel Webster

2. We must realize that even as the lever moves in degrees, the sale moves in stages. The marketer must match the message to the stage. We achieve this by synchronizing geography with chronology.

FKey Principles

Page 38: Optimizing for Multiple Customer Personas: How a recent test “broke the rules” of optimization and drove a 331% conversion lift

#WebClinic

Customer Buying Cycle

Considerationor Research

Intent + Shop

Awareness

Purchase

Search VolumeSample Keyword

Insurance

Car Insurance

Car Insurance Quote

Florida Car Insurance Quote

Low

Medium

High

Very High

Buying Process

The wide variety of search terms brings light to what customers are trying to achieve online.

Page 39: Optimizing for Multiple Customer Personas: How a recent test “broke the rules” of optimization and drove a 331% conversion lift

#WebClinic

Copy Changes

1. To enable a type of synchronization that serves multiple personas, align your copy within each competing section closely with:

• Different stages in the buying cycle

• Relevant, distinguishable categories of interest

FKey Actions

Page 40: Optimizing for Multiple Customer Personas: How a recent test “broke the rules” of optimization and drove a 331% conversion lift

#WebClinic

From This, To This …Protocol ID: TP1560

From This

Page 41: Optimizing for Multiple Customer Personas: How a recent test “broke the rules” of optimization and drove a 331% conversion lift

#WebClinic

From This, To This … To This

331%Increase in conversions

New copy focuses on relevant topics aligned with buying cycle stage

Page 42: Optimizing for Multiple Customer Personas: How a recent test “broke the rules” of optimization and drove a 331% conversion lift

#WebClinic

From This, To This … Then This

A single section was rewritten to attract more of a given prospect type 49.5%

Increase in clickthrough

Page 43: Optimizing for Multiple Customer Personas: How a recent test “broke the rules” of optimization and drove a 331% conversion lift

#WebClinic

From This, To This …Protocol ID: TP1503 & TP1507

From This

Page 44: Optimizing for Multiple Customer Personas: How a recent test “broke the rules” of optimization and drove a 331% conversion lift

#WebClinic

20.6%Increase in conversions

All Traffic

To This

Page 45: Optimizing for Multiple Customer Personas: How a recent test “broke the rules” of optimization and drove a 331% conversion lift

#WebClinic

198%Increase in conversions

32.4%Increase in conversions

As a result of this discovery, the team installed dynamic response pages

Partner Sites

Google

20.6%Increase in conversions

Then This

Page 46: Optimizing for Multiple Customer Personas: How a recent test “broke the rules” of optimization and drove a 331% conversion lift

#WebClinic

From This, To This …

From This

Protocol ID: TP1315

Page 47: Optimizing for Multiple Customer Personas: How a recent test “broke the rules” of optimization and drove a 331% conversion lift

#WebClinic

From This, To This …Protocol ID: TP1315

Copy written for browsers and deal seekers

5.8%Increase in search volume

Page 48: Optimizing for Multiple Customer Personas: How a recent test “broke the rules” of optimization and drove a 331% conversion lift

#WebClinic

A Final Experiment

Page 49: Optimizing for Multiple Customer Personas: How a recent test “broke the rules” of optimization and drove a 331% conversion lift

#WebClinic

Background

Background: A subscriber-only social media site designed to provide fast, easy access expert advice for IT.

Goal: To increase subscriptions, subscription revenue.

Research Question: Which sign-up process will produce the greatest subscription rate?

Test Design: A/B multifactorial test.

Experiment ID: TP1203Record Location: MECLABS Research LibraryResearch Partner: [Protected]

Page 50: Optimizing for Multiple Customer Personas: How a recent test “broke the rules” of optimization and drove a 331% conversion lift

#WebClinic

Background

Page 51: Optimizing for Multiple Customer Personas: How a recent test “broke the rules” of optimization and drove a 331% conversion lift

#WebClinic

Background

Page 52: Optimizing for Multiple Customer Personas: How a recent test “broke the rules” of optimization and drove a 331% conversion lift

#WebClinic

Control

Pop-over

Order Page

Page 53: Optimizing for Multiple Customer Personas: How a recent test “broke the rules” of optimization and drove a 331% conversion lift

#WebClinic

Treatment

Page 54: Optimizing for Multiple Customer Personas: How a recent test “broke the rules” of optimization and drove a 331% conversion lift

#WebClinic

Side-by-SideControl

Treatment

Page 55: Optimizing for Multiple Customer Personas: How a recent test “broke the rules” of optimization and drove a 331% conversion lift

#WebClinic

Conv. Rate % Rel. Change $$$ / Visit % Rel. Change

Control .095% -- $1.89 --

Treatment .098% 1.12% $1.68 -10.93%

Relative Decrease in Revenue Per VisitThe treatment order process received 10.9% less revenue per visit than the control.

10.9%

Page 56: Optimizing for Multiple Customer Personas: How a recent test “broke the rules” of optimization and drove a 331% conversion lift

#WebClinic

Review

Page 57: Optimizing for Multiple Customer Personas: How a recent test “broke the rules” of optimization and drove a 331% conversion lift

#WebClinic

Summary: Putting it all together

1. The marketer’s goal is not simplicity; the marketer’s goal is clarity. To enable clarity as it relates to the prospect’s understanding of the marketer’s offer, focus on three types of page template adjustments:

• The number of conversion paths

• The availability of subheadlines and headers for instructional guidance

• The sequence of content

2. As the sale moves in stages, the marketer must match the message to the stage. Achieve this by aligning copy of each competing section with:

• Different stages in the buying cycle

• Relevant, distinguishable categories of interest

FKey Points

Page 58: Optimizing for Multiple Customer Personas: How a recent test “broke the rules” of optimization and drove a 331% conversion lift

#WebClinic

Templates for Multiple Customers

http://www.marketingexperiments.com/site-optimization/page-templates-that-work.html

Page Templates that WorkPublished July 5, 2013

Page 59: Optimizing for Multiple Customer Personas: How a recent test “broke the rules” of optimization and drove a 331% conversion lift

#WebClinic

See how you can conduct research with us…MECLABS conducts rigorous experiments in the new science of optimization. We apply our discoveries to help leaders optimize the financial performance of their sales and marketing programs.

Learn more about how you may be a fit for a MECLABS research partnership:

• Select Research Partnership Opportunities on the post-webinar survey

• Contact us [email protected]

x

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Live Optimization

Page 61: Optimizing for Multiple Customer Personas: How a recent test “broke the rules” of optimization and drove a 331% conversion lift

#WebClinic

EMAIL AWARDS

MECLABS.com/EmailAwards

Winners Announced

Page 62: Optimizing for Multiple Customer Personas: How a recent test “broke the rules” of optimization and drove a 331% conversion lift

Live Optimization

Primary Audience: Individuals and HR managersPrimary Objective: Sell background checks

CVCheck

http://bit.ly/1h0hl4n #WebClinic

Page 63: Optimizing for Multiple Customer Personas: How a recent test “broke the rules” of optimization and drove a 331% conversion lift

Live Optimization

Primary Audience: Sherman College students and alumniPrimary Objective: Send visitors to proper area

Sherman College

http://bit.ly/16n2Wgl #WebClinic


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