Designing Personal Digital
Experiences
Christopher Frasier
Senior Director, Client Success
BlueHornet, a Digital River Company
@chrisfrasier
Agenda
• Email & Digital Marketing at Large
• Relevance & Personalization
– Data
– Execution
– Optimization
• Questions
Email & Digital Marketing at Large
49%US Online
Consumers are
always addressable
60%US consumers own
a smartphone
11-15%Marketers report of online revenue
attributed to email marketing
Did you know?
As of September 2013, 48% of email
was opened on a mobile device
Relevance & Personalization
BlueHornet Email Maturity Model
10
SIGN UP
LANDING PAGES
WEB FORMS
PROMOTIONS
OPT-DOWN
WELCOME
BEHAVIORAL DATA
BASIC
SEGMENTATION
WINBACK
TRANSACTIONAL
TRIGGERS
POST-PURCHASE
UPSELL
REWARDS PROGRAM
FTAF
SHARE TO S0CIAL
BlueHornet Email Maturity Model
11
SWEEPS
SIGN UP
PREF CENTER
TEXT TO JOIN
LANDING PAGES
WEB FORMS
PROMOTIONS
MOBILE APPS
PROGRESSIVE
PROFILING
OPT-DOWN
MOBILE TARGETING
WELCOME
BEHAVIORAL DATA
BASIC
SEGMENTATION
WINBACK
TRANSACTIONAL
SOCIAL TARGETING
ABANDON CART
TRIGGERS
POST-PURCHASE
UPSELL
REPLENISHMENT
TRIGGERS
ADVANCED
SEGMENTATION
REWARDS PROGRAM
ENGAGEMENT
SOCIAL
EMAIL
FTAF
SHARE TO S0CIAL
EXCLUSIVE OFFERS
REVIEWS
Value of Targeting
Example Statistics
Promotional Email
Example Statistics
Lifecycle Email
Open Rate 18.8% 40% higher26.3%
Click-through Rate 1.9% 9% higher2.1%
Conversion Rate 2.7% 3.1%
Average Order Value $62.89 16% higher$72.8
Revenue-Per-Email $0.03 42% higher$0.05
Unsubscribe Rate 0.099% 0.222%1
15% higher
124% higher
The Path to Personalization
DATA
Acquisition
Progressive Profiling
PERSONALIZATION
Content
Mobile Design
Social Integration
OPTIMIZATION
Testing
1001101010110001
0101011010100010
1111001110101010
1101010101011010
1010101001010110
Relevance & Personalization:
DATA
Is Your Data Actionable?
95% 39% 39% 26%
Data within
organizations
that remains
untapped.
Marketers who
think data is
collected too
infrequently or
not real-time
enough.
Marketers who
say they can’t
turn their data
into actionable
insight.
Organizations that
don’t use real-time
on-site behavior to
personalize the
website experience.
Source: Monetate, June 2013
Engagement Data
• Engagement segmentation should be a core component of program
• Adjust timing of segment definitions based on your audience
• Define clear goals for each segment
• Set contact strategy around these segments: lifecycle programs,
frequency, content restrictions, etc.
Engagement Segment Definitions
New New subscriber in the past 30 days
Active Not new + opened or clicked an email in the past 60 days
At Risk Not new + last open or click was 61 to 90 days prior
Inactive Not new + last open or click was more than 91 days ago
– Progressive Profiling is
used to determine
what their subscribers
look for most in an
Insurance Company
– Add the answers to
subscriber profiles
– Leverage responses to
individualize content
Progressive Profiling
METLIFE
Progressive Profiling
CAMBRIDGE INTERACTIVE
– Pre-determine 3-5
additional elements to
drive relevance
– Present questions or
polls as sub content,
generated dynamically,
as determined by
profile completeness
Quantity VS. Quality
ACQUISITION STRATEGIES
QUANTITY
BOTH
Web/
Event
Acquisition
/Purchase
QUALITY
Referral
Organic Site Subscription
Subscription at Conversion
Text to Join
Social Subscription
Loyalty Programs
Sweepstakes
Contests
Co-Registration
Email Append
Preference Center
PACSUN
Test Use of Strategic Lightbox
100%+Result in lift in
average enrollment
Sweepstakes and Contests
– Minimize data collection (only
necessary contact info up-front)
– Name
– Email
– Phone (SMS Opportunity)
– Address
– Age
– Opt-In
– Promote social sharing as a referral
source
Social Login
Of consumers have
encountered social login
before… 50% use it with 91%
satisfied with the social login
experience
88%
Provides access to profile
information for better targeting
Opt-Out Survey
BLINDS GALORE
Relevance & Personalization:
Execution
- Simplify your email deployment
process by creating one email that
contains multiple areas of unique
content for each recipient
- Communicate to subscribers on a
personalized and relevant level to
improve engagement and retention
- Improve revenue & engagement
per email rates by up to 2 times
Content Personalization
OVERVIEW
Global Hotel Alliance Loyalty Program utilizes dynamic
content to provide exclusive, individualized email
experiences based on over 1,000 content variations
and 7 Different Languages!
• Background Color: The background color changes
based on subscriber tier level of Platinum, Gold or
Black.
• Main Content: Text changes based on if a subscriber
is new to the GHA brand or if they are an existing
subscriber as as the subscriber’s brand affiliation.
• Member Account Summary: The account content
changes based on subscriber’s profile.
• Offer Content: Offers changes based on subscriber
brand affiliation and geographic region. These offers
are also randomized.
1
2
3
4
Content Personalization
IN ACTION
– Use subscribers first
name and a real-time
content in email
partner to personalize
the Starbucks cup
Real-Time Personalization
STARBUCKS
Time-Based Personalization
Ideal Email Channel Revenue Distribution by Email Type
Most robust email marketing programs derive at least 55% of email channel revenue from
lifecycle marketing and transactional email
Promotions
&
Newsletters
60%
Transactional
25%
Lifecycle
15%
Emails Delivered
Promotions
&
Newsletters
45%
Transactional
20%
Lifecycle
35%
Email Revenue
Time-Based Personalization
PROGRAM EXAMPLES
• Membership Renewal
• Welcome Series
• Anniversaries
• Event/Geo Based
• Lifecycle Applications
• Re-Engagement of At-Risk
Members
• Social Connection
– Grow social program
awareness and increase
“friends” by sending an
email focused solely on just
your social programs
Social Connection
The Case for Mobile
2014 CONSUMER VIEWS
Mobile Responsive Design
SLACKER RADIO
Increase in click-through
with their responsive email
template, jumping from
.82% to 4.5%
450%
Relevance & Personalization:
Optimization
Vehicle for Testing
– Use subscribers as a
focus group
– Test elements like
branding and
positioning, voice and
tone, tag lines and
more
– Learn what is
resonating with your
customers before
taking the leap
36
100%60% 80%
Metrics-based
methodology
DYNAMIC PERSONALIZATION
MULTIVARIATE TESTING
A/B TESTING
INDEPENDENT
JUDGEMENT
BEST PRACTICES
A B
Data-driven email optimization
STATISTICALLY-VALID TESTING FORMS FOUNDATION FOR CONTINUOUS IMPROVEMENT
Key Takeaways
– Email is not dead. In many verticals, email remains the cornerstone of the digital
marketer’s strategy
– Change is the only constant. Stay focused on your audience and cater to their
ever-changing behaviors
– Relevance is still king. Make sure you look at creating personalized experience
from a content, timing, behavior and display perspective
– Big Data is great, but, in the meantime, leverage the small data you have in big
ways
– Test & Optimize
Key Takeaways
Innovating One-to-One: Designing Personal Digital Experiences

Innovating One-to-One: Designing Personal Digital Experiences

  • 1.
    Designing Personal Digital Experiences ChristopherFrasier Senior Director, Client Success BlueHornet, a Digital River Company @chrisfrasier
  • 2.
    Agenda • Email &Digital Marketing at Large • Relevance & Personalization – Data – Execution – Optimization • Questions
  • 3.
    Email & DigitalMarketing at Large
  • 5.
    49%US Online Consumers are alwaysaddressable 60%US consumers own a smartphone 11-15%Marketers report of online revenue attributed to email marketing Did you know?
  • 6.
    As of September2013, 48% of email was opened on a mobile device
  • 9.
  • 10.
    BlueHornet Email MaturityModel 10 SIGN UP LANDING PAGES WEB FORMS PROMOTIONS OPT-DOWN WELCOME BEHAVIORAL DATA BASIC SEGMENTATION WINBACK TRANSACTIONAL TRIGGERS POST-PURCHASE UPSELL REWARDS PROGRAM FTAF SHARE TO S0CIAL
  • 11.
    BlueHornet Email MaturityModel 11 SWEEPS SIGN UP PREF CENTER TEXT TO JOIN LANDING PAGES WEB FORMS PROMOTIONS MOBILE APPS PROGRESSIVE PROFILING OPT-DOWN MOBILE TARGETING WELCOME BEHAVIORAL DATA BASIC SEGMENTATION WINBACK TRANSACTIONAL SOCIAL TARGETING ABANDON CART TRIGGERS POST-PURCHASE UPSELL REPLENISHMENT TRIGGERS ADVANCED SEGMENTATION REWARDS PROGRAM ENGAGEMENT SOCIAL EMAIL FTAF SHARE TO S0CIAL EXCLUSIVE OFFERS REVIEWS
  • 12.
    Value of Targeting ExampleStatistics Promotional Email Example Statistics Lifecycle Email Open Rate 18.8% 40% higher26.3% Click-through Rate 1.9% 9% higher2.1% Conversion Rate 2.7% 3.1% Average Order Value $62.89 16% higher$72.8 Revenue-Per-Email $0.03 42% higher$0.05 Unsubscribe Rate 0.099% 0.222%1 15% higher 124% higher
  • 13.
    The Path toPersonalization DATA Acquisition Progressive Profiling PERSONALIZATION Content Mobile Design Social Integration OPTIMIZATION Testing 1001101010110001 0101011010100010 1111001110101010 1101010101011010 1010101001010110
  • 14.
  • 15.
    Is Your DataActionable? 95% 39% 39% 26% Data within organizations that remains untapped. Marketers who think data is collected too infrequently or not real-time enough. Marketers who say they can’t turn their data into actionable insight. Organizations that don’t use real-time on-site behavior to personalize the website experience. Source: Monetate, June 2013
  • 16.
    Engagement Data • Engagementsegmentation should be a core component of program • Adjust timing of segment definitions based on your audience • Define clear goals for each segment • Set contact strategy around these segments: lifecycle programs, frequency, content restrictions, etc. Engagement Segment Definitions New New subscriber in the past 30 days Active Not new + opened or clicked an email in the past 60 days At Risk Not new + last open or click was 61 to 90 days prior Inactive Not new + last open or click was more than 91 days ago
  • 17.
    – Progressive Profilingis used to determine what their subscribers look for most in an Insurance Company – Add the answers to subscriber profiles – Leverage responses to individualize content Progressive Profiling METLIFE
  • 18.
    Progressive Profiling CAMBRIDGE INTERACTIVE –Pre-determine 3-5 additional elements to drive relevance – Present questions or polls as sub content, generated dynamically, as determined by profile completeness
  • 19.
    Quantity VS. Quality ACQUISITIONSTRATEGIES QUANTITY BOTH Web/ Event Acquisition /Purchase QUALITY Referral Organic Site Subscription Subscription at Conversion Text to Join Social Subscription Loyalty Programs Sweepstakes Contests Co-Registration Email Append
  • 20.
  • 21.
    Test Use ofStrategic Lightbox 100%+Result in lift in average enrollment
  • 22.
    Sweepstakes and Contests –Minimize data collection (only necessary contact info up-front) – Name – Email – Phone (SMS Opportunity) – Address – Age – Opt-In – Promote social sharing as a referral source
  • 23.
    Social Login Of consumershave encountered social login before… 50% use it with 91% satisfied with the social login experience 88% Provides access to profile information for better targeting
  • 24.
  • 25.
  • 26.
    - Simplify youremail deployment process by creating one email that contains multiple areas of unique content for each recipient - Communicate to subscribers on a personalized and relevant level to improve engagement and retention - Improve revenue & engagement per email rates by up to 2 times Content Personalization OVERVIEW
  • 27.
    Global Hotel AllianceLoyalty Program utilizes dynamic content to provide exclusive, individualized email experiences based on over 1,000 content variations and 7 Different Languages! • Background Color: The background color changes based on subscriber tier level of Platinum, Gold or Black. • Main Content: Text changes based on if a subscriber is new to the GHA brand or if they are an existing subscriber as as the subscriber’s brand affiliation. • Member Account Summary: The account content changes based on subscriber’s profile. • Offer Content: Offers changes based on subscriber brand affiliation and geographic region. These offers are also randomized. 1 2 3 4 Content Personalization IN ACTION
  • 28.
    – Use subscribersfirst name and a real-time content in email partner to personalize the Starbucks cup Real-Time Personalization STARBUCKS
  • 29.
    Time-Based Personalization Ideal EmailChannel Revenue Distribution by Email Type Most robust email marketing programs derive at least 55% of email channel revenue from lifecycle marketing and transactional email Promotions & Newsletters 60% Transactional 25% Lifecycle 15% Emails Delivered Promotions & Newsletters 45% Transactional 20% Lifecycle 35% Email Revenue
  • 30.
    Time-Based Personalization PROGRAM EXAMPLES •Membership Renewal • Welcome Series • Anniversaries • Event/Geo Based • Lifecycle Applications • Re-Engagement of At-Risk Members • Social Connection
  • 31.
    – Grow socialprogram awareness and increase “friends” by sending an email focused solely on just your social programs Social Connection
  • 32.
    The Case forMobile 2014 CONSUMER VIEWS
  • 33.
    Mobile Responsive Design SLACKERRADIO Increase in click-through with their responsive email template, jumping from .82% to 4.5% 450%
  • 34.
  • 35.
    Vehicle for Testing –Use subscribers as a focus group – Test elements like branding and positioning, voice and tone, tag lines and more – Learn what is resonating with your customers before taking the leap
  • 36.
    36 100%60% 80% Metrics-based methodology DYNAMIC PERSONALIZATION MULTIVARIATETESTING A/B TESTING INDEPENDENT JUDGEMENT BEST PRACTICES A B Data-driven email optimization STATISTICALLY-VALID TESTING FORMS FOUNDATION FOR CONTINUOUS IMPROVEMENT
  • 37.
  • 38.
    – Email isnot dead. In many verticals, email remains the cornerstone of the digital marketer’s strategy – Change is the only constant. Stay focused on your audience and cater to their ever-changing behaviors – Relevance is still king. Make sure you look at creating personalized experience from a content, timing, behavior and display perspective – Big Data is great, but, in the meantime, leverage the small data you have in big ways – Test & Optimize Key Takeaways

Editor's Notes

  • #5 To start off, let’s look at some really informative data from blueHornet’s 2014 consumer views study.
  • #6 60% - US consumers own smartphones – Forrester forecasts that smartphone adoption will reach just about 2 billion users globally by end of 2015 Percentages (first) comes from Brief – Email Marketing Gets Responsive (Forrester Research) Percentage (last one) comes from Janrain US Consumer Research report (Industry Research Social Login)
  • #7 http://www.emailmonday.com/mobile-email-usage-statistics
  • #8 Email represents 3.5% of marketers digital budget $2B is being spent on email marketing in the US
  • #9 And in order to be effective today, email marketers need to arm themselves with the data in order to win the battle of the inbox. Marketers aren’t just competing with their biggest vertical competitors – they are competing with every single brand in their recipients’ inbox. And the best way to break through that is to get smarter and more prescriptive about the email being sent. Which means that it is all about data, data, and more data.
  • #11 The BlueHornet Email Maturity Model is the tool we use to help our clients understand where their email programs stand today and where they may have opportunity to move their subscribers up the value chain. The more engaged your subscribers, the more powerful they are to your brand. And the key to driving email program evolution is in the data. Ongoing collection and integration of multiple data sources is critical to improved targeting, meaningful segmentation and increased content relevance for your consumers. The more value they get from you, the more valuable they are for your program.
  • #12 The BlueHornet Email Maturity Model is the tool we use to help our clients understand where their email programs stand today and where they may have opportunity to move their subscribers up the value chain. The more engaged your subscribers, the more powerful they are to your brand. And the key to driving email program evolution is in the data. Ongoing collection and integration of multiple data sources is critical to improved targeting, meaningful segmentation and increased content relevance for your consumers. The more value they get from you, the more valuable they are for your program.
  • #13 - Segmentation and dynamic content is intended to increase the performance metrics of email programs - Success should be measured through multiple metrics and compared to performance of “default” version of email
  • #16 In today’s environment, the three biggest challenges are data. Specifically, acquiring the data, analyzing the data and leveraging the data. According to a study conducted by monetate, 39% of respondents claim to not be able to turn their data into actionable insight and 95% believe that the data within their organizations remains largely untapped.
  • #17 Start with what you have… You have engagement data – when they last opened clicked. AND, you know when they signed up.
  • #18 Find out more about your customers over time to deepen the relationship, demonstrate interest in them personally and express the value received in exchange for the sharing of information.
  • #19 Find out more about your customers over time to deepen the relationship, demonstrate interest in them personally and express the value received in exchange for the sharing of information.
  • #20 We are going to review some tactics – new and old – and let’s determine if they provide quality subscribers or are tactics that drive quantity.   Sweepstakes and contests - Quantity Referral Programs - Quality Organic site subscription - Quality Subscription option at conversion - Quality Text to subscribe - Quality Social Sign On - Quality Social Subscription - Quality POS/POP – Both Loyalty Programs – Quality Co-Reg – Quantity Email Append – Quantity   These are just some of the most common ways to acquire email addresses.
  • #22 - Keep language simple and use strong “submit” CTA - Use the dimming effect to make the lightbox stand out - Don’t “trap” someone (include an ‘x’ in he upper right corner) - Deactivate lightbox for any links coming from your emails as well as for existing subscribers (not through email) - Limit appearance to once per visit, and only repeat on subsequent visits if enough time has lapsed (suggest once every 30 days) ***Test optimal timing and page location for triggering form
  • #23 -Use prizes that will attract strong targeted prospective customers - Use progressive profiling
  • #24 - Allow consumers to login to site with Facebook (or other social) credentials - Obtains email permission (email address registered with site) - Auto collection of birthday - Percentage (88%) comes from Janrain US Consumer Research report (Industry Research Social Login)
  • #27 Retail is leading the way with highly personalized communications
  • #29 Application in association worlds -name on registration badges (promoting event registration)
  • #37 Shows that testing results can ultimately lead companies to have a dynamic personalized email program, based on success metrics and what those specific subscribers like to see from your company. A personalized email program should be the goal of all email marketers.
  • #40 Acquiring the data, analyzing the data and leveraging the data.   Overcome these challenges, data is key to your email marketing success.