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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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“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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