Omni-Channel
Marketing Strategies for
Conferences
Date/Time: Monday, March 6, 2017
10:00am – 11:30am
Learning Format: Create
Audience Level: Applied
What We’ll Cover Today
• The Digital Marketing Mindset
• Building Data-Rich Profiles
• Multi-channel versus Omni-channel Marketing
• Defining the Buyers Journey
• How to build the Conference Marketing Plan
Digital Marketing Signaled a Shift
Digital
Marketing
• Internet Marketing
• Social Media Marketing
• Search Engine Marketing
• Content Marketing
• Content Remarketing
• Email Marketing
• Account Based Marketing
• Inbound Marketing
What’s the name of the category of
software tools to help you manage all
of this?
Marketing automation
* Published by Highroad Solution
• The more I know about you, the greater
likelihood I can predict your needs and
deliver what you want
• The more I deliver what you want, the more
trust you have in me
• The more trust you have in me, the greater the
likelihood you will buy from me
The Mindset of Data-Based Marketing
* Published by Highroad Solution
Build the most comprehensive profile possible of
a user’s preferences, demographics, and
activities
So How Can I Know You?
Who
• Name
• Address
• Job Title
• Education
What
• Hobbies – listens to Jazz music
• Lifestyle – likes espresso
• Consumer Habits – drives an
SUV
When
• Checks email twice a day
• Checks social networks between
8p to 10p on week days
• Views videos mostly on mobile
STANDARD DATA PREFERENCES BEHAVIORAL
Interest areas
• Topics
• Content
Preferences - How do they
consume information?
• Email
• Website
• Social
Devices
• Mobile
• Tablet
Building Data-Rich Profiles
Online behavior
• How do they search for information?
• How do they network?
• How do they conduct research?
• Are purchases conducted through
clicks ‘n mortar or bricks ‘n mortar?
• Do they know about our competitors?
Transactional History
• Where do they shop?
• What have they purchased with us in
the past?
• What was the last item they
purchased?
What data helps drive insights? What kind of data should you collect?
How Can You Collect This Data?
Smart Martech Stack
* Published by Highroad Solution
• AMS
• Ecommerce
• Email Marketing
• Email Automation
• CMS
• LMS
• Event Systems
• Social Communities
• Other _______________________
Activity: Circle Your Main Data
Sources
• Are you tasked with growing conference
numbers or maintaining?
• How do you acquire new registrants?
• How many emails do you send in one day?
• Do you have data / insights about your ideal
conference registrant?
• Where does your time / effort go?
Activity: Fundamental Premise
Exercise
Take 10 minutes to note the following:
Fundamental Premise Exercise – ERA
• Are you tasked with growing conference numbers or
maintaining?
• Goal: Grow
• Reality: Maintain
• How do you acquire new registrants?
• Direct mail, email, partners, speakers, BOD,
social, advertising, telemarketing
• How many emails do you send in one day?
• No more than one per segment
• Do you have data / insights about your ideal conference
registrant?
• Marketing Mike
• Where does your time / effort go?
• Plan coordination and organization
• Creation and implementation
Take some time to write down what you know about your ideal conf registrant
Who Is Your Ideal Conference
Registrant?
Write down what you know about your ideal conference registrant
BACKGROUND:
DEMOGRAPHICS:
IDENTIFIERS:
Activity: Who Is Your Ideal
Conference Registrant?
Information Distribution Channels
Website
• Microsites
• Ecommerce
• Blogs
Social
• LinkedIn
• Twitter
• YouTube
Webinars
Events
Email
• Automation
• Promotion vs Retention
Advertising
• Organic
• Paid
Print
• Direct Mail
• Advertising
Website Other:
Social
Webinars
Events
Email
Advertising
Print
Activity: What Are Your Current
Channels?
• Print
• Digital
• Partner Network
• Telemarketing
ERA’s Channels
Conference Website
Organizational Website
Emails - Promotional
• Facebook
• Regular updates
• Paid advertising
• LinkedIn
• Regular posts
• Paid advertising
• Twitter
• Regular updates
• YouTube
• Highlights video
• Video interviews
Social
Scott to input
Direct Mail
Blog Posts
Advertising - Print
Advertising - Digital
• Exhibitors
• Exhibitor Invites
• “I’m Going” digital button
• Speakers
• “I’m Going” digital button
• Social media
• Video interviews
• Board and Committee Members
• “I’m Going” digital button
• Talking points
• External Partners
• Print ads
• Postcard drop
• Enewsletter advertising
Partner Channels – Board / Speakers
/ Exhibitors
Telemarketing
• External partner
• Segmented and targeted
• Members vs. Non-members
• Past attendees vs. Never attended
• Geography
• Timing based off key deadlines
• Early bird
• Hotel
Used interchangeably - but not the same!
Multi-Channel Marketing: Organizational or Brand-driven view
of touchpoints used to engage with a customer or prospect
• “Inside-Out” View
• “Outbound”
• Viewed as tactical / operational
Omni-Channel Marketing: Orchestrating the customer
experience across all channels so that it is seamless, integrated
and consistent
• “Outside-In” View
• “Inbound”
• Viewed as strategic
Multi-Channel Marketing vs Omni-
Channel Marketing
Multi-channel vs Omni-channel
Multi-channel perspective Omni-channel perspective
Remember we are looking to build an in-depth,
comprehensive, data-rich profile of our ideal conference
registrant
• Optimizing the user experience as the user moves
from channel to channel maximizes our reach
• Helps in predicting who are our ideal targets
• Ensures right message gets to the right audience
• Helps us collect additional data with each interaction
Why Does Knowing the Difference
Matter?
Now Think About the Buyer’s Journey
+5
+5
+5
+10
Total Score:
20
* Published by Highroad Solution
Activity: What Is Your Buyer’s
Journey?
ERA Buyer’s Journey - Print
* Published by Highroad Solution
ERA Buyer’s Journey - Telemarketing
* Published by Highroad Solution
ERA Buyer’s Journey - Digital
* Published by Highroad Solution
In Action for ERA - Automation
Housing Info Reminder Workflow:
List of
Confirmed
Registrants
30 days before
8/17 deadline
(7/18)
Send Email
Reminder #1
9 days before
deadline (8/8)
Send Email
Reminder #2
2 days before
deadline (8/15)
Send Final
Email
Reminder
Email #1 Reminder
Email #2 Reminder
Final Email Reminder
Automation - Online Behavior
Define Your Goals & Objectives (go back to your Fundamental Premise Worksheet)
• Grow or maintain numbers?
• Specific group to target?
• Promote additional programs?
Identify Your Ideal Conference Attendee
• Consider: New to the Conference OR New to the Association
• Demographics
• Behavior
• Persona – know who they are - what problems will attending the conference
solve?
Map Out the Buyer’s Journey (go back to your Buyer Journey Worksheet)
Now Identify the Key Channels to Optimize / Use
• Social
• Direct Mail
• Email
Omni-Channel Marketing Plan – What
You Need
Assess Where Your Org Is
Multi-Channel? Omni Channel?
http://pages.highroadsolution.com/sdma2017_survey
Thank You!
Maneesha Manges
HighRoad Solution
Phone: 703-272-4125
Email: mmanges@highroadsolution.com
Twitter: @maneeshamanges
Scott Oser
Scott Oser Associates
Phone: 301-279-0468
Email: scott@scottoserassociates.com
Twitter: @scottoser

Omni-Channel Marketing Strategies for Conferences

  • 1.
    Omni-Channel Marketing Strategies for Conferences Date/Time:Monday, March 6, 2017 10:00am – 11:30am Learning Format: Create Audience Level: Applied
  • 2.
    What We’ll CoverToday • The Digital Marketing Mindset • Building Data-Rich Profiles • Multi-channel versus Omni-channel Marketing • Defining the Buyers Journey • How to build the Conference Marketing Plan
  • 3.
    Digital Marketing Signaleda Shift Digital Marketing • Internet Marketing • Social Media Marketing • Search Engine Marketing • Content Marketing • Content Remarketing • Email Marketing • Account Based Marketing • Inbound Marketing What’s the name of the category of software tools to help you manage all of this? Marketing automation * Published by Highroad Solution
  • 4.
    • The moreI know about you, the greater likelihood I can predict your needs and deliver what you want • The more I deliver what you want, the more trust you have in me • The more trust you have in me, the greater the likelihood you will buy from me The Mindset of Data-Based Marketing * Published by Highroad Solution
  • 5.
    Build the mostcomprehensive profile possible of a user’s preferences, demographics, and activities So How Can I Know You? Who • Name • Address • Job Title • Education What • Hobbies – listens to Jazz music • Lifestyle – likes espresso • Consumer Habits – drives an SUV When • Checks email twice a day • Checks social networks between 8p to 10p on week days • Views videos mostly on mobile STANDARD DATA PREFERENCES BEHAVIORAL
  • 8.
    Interest areas • Topics •Content Preferences - How do they consume information? • Email • Website • Social Devices • Mobile • Tablet Building Data-Rich Profiles Online behavior • How do they search for information? • How do they network? • How do they conduct research? • Are purchases conducted through clicks ‘n mortar or bricks ‘n mortar? • Do they know about our competitors? Transactional History • Where do they shop? • What have they purchased with us in the past? • What was the last item they purchased? What data helps drive insights? What kind of data should you collect?
  • 9.
    How Can YouCollect This Data? Smart Martech Stack * Published by Highroad Solution
  • 10.
    • AMS • Ecommerce •Email Marketing • Email Automation • CMS • LMS • Event Systems • Social Communities • Other _______________________ Activity: Circle Your Main Data Sources
  • 11.
    • Are youtasked with growing conference numbers or maintaining? • How do you acquire new registrants? • How many emails do you send in one day? • Do you have data / insights about your ideal conference registrant? • Where does your time / effort go? Activity: Fundamental Premise Exercise Take 10 minutes to note the following:
  • 12.
    Fundamental Premise Exercise– ERA • Are you tasked with growing conference numbers or maintaining? • Goal: Grow • Reality: Maintain • How do you acquire new registrants? • Direct mail, email, partners, speakers, BOD, social, advertising, telemarketing • How many emails do you send in one day? • No more than one per segment • Do you have data / insights about your ideal conference registrant? • Marketing Mike • Where does your time / effort go? • Plan coordination and organization • Creation and implementation
  • 13.
    Take some timeto write down what you know about your ideal conf registrant Who Is Your Ideal Conference Registrant?
  • 14.
    Write down whatyou know about your ideal conference registrant BACKGROUND: DEMOGRAPHICS: IDENTIFIERS: Activity: Who Is Your Ideal Conference Registrant?
  • 15.
    Information Distribution Channels Website •Microsites • Ecommerce • Blogs Social • LinkedIn • Twitter • YouTube Webinars Events Email • Automation • Promotion vs Retention Advertising • Organic • Paid Print • Direct Mail • Advertising
  • 16.
  • 17.
    • Print • Digital •Partner Network • Telemarketing ERA’s Channels
  • 18.
  • 19.
  • 20.
  • 21.
    • Facebook • Regularupdates • Paid advertising • LinkedIn • Regular posts • Paid advertising • Twitter • Regular updates • YouTube • Highlights video • Video interviews Social
  • 22.
  • 23.
  • 24.
  • 25.
  • 26.
    • Exhibitors • ExhibitorInvites • “I’m Going” digital button • Speakers • “I’m Going” digital button • Social media • Video interviews • Board and Committee Members • “I’m Going” digital button • Talking points • External Partners • Print ads • Postcard drop • Enewsletter advertising Partner Channels – Board / Speakers / Exhibitors
  • 27.
    Telemarketing • External partner •Segmented and targeted • Members vs. Non-members • Past attendees vs. Never attended • Geography • Timing based off key deadlines • Early bird • Hotel
  • 28.
    Used interchangeably -but not the same! Multi-Channel Marketing: Organizational or Brand-driven view of touchpoints used to engage with a customer or prospect • “Inside-Out” View • “Outbound” • Viewed as tactical / operational Omni-Channel Marketing: Orchestrating the customer experience across all channels so that it is seamless, integrated and consistent • “Outside-In” View • “Inbound” • Viewed as strategic Multi-Channel Marketing vs Omni- Channel Marketing
  • 29.
    Multi-channel vs Omni-channel Multi-channelperspective Omni-channel perspective
  • 30.
    Remember we arelooking to build an in-depth, comprehensive, data-rich profile of our ideal conference registrant • Optimizing the user experience as the user moves from channel to channel maximizes our reach • Helps in predicting who are our ideal targets • Ensures right message gets to the right audience • Helps us collect additional data with each interaction Why Does Knowing the Difference Matter?
  • 31.
    Now Think Aboutthe Buyer’s Journey +5 +5 +5 +10 Total Score: 20 * Published by Highroad Solution
  • 32.
    Activity: What IsYour Buyer’s Journey?
  • 33.
    ERA Buyer’s Journey- Print * Published by Highroad Solution
  • 34.
    ERA Buyer’s Journey- Telemarketing * Published by Highroad Solution
  • 35.
    ERA Buyer’s Journey- Digital * Published by Highroad Solution
  • 36.
    In Action forERA - Automation Housing Info Reminder Workflow: List of Confirmed Registrants 30 days before 8/17 deadline (7/18) Send Email Reminder #1 9 days before deadline (8/8) Send Email Reminder #2 2 days before deadline (8/15) Send Final Email Reminder
  • 37.
    Email #1 Reminder Email#2 Reminder Final Email Reminder
  • 38.
  • 39.
    Define Your Goals& Objectives (go back to your Fundamental Premise Worksheet) • Grow or maintain numbers? • Specific group to target? • Promote additional programs? Identify Your Ideal Conference Attendee • Consider: New to the Conference OR New to the Association • Demographics • Behavior • Persona – know who they are - what problems will attending the conference solve? Map Out the Buyer’s Journey (go back to your Buyer Journey Worksheet) Now Identify the Key Channels to Optimize / Use • Social • Direct Mail • Email Omni-Channel Marketing Plan – What You Need
  • 40.
    Assess Where YourOrg Is Multi-Channel? Omni Channel? http://pages.highroadsolution.com/sdma2017_survey
  • 41.
    Thank You! Maneesha Manges HighRoadSolution Phone: 703-272-4125 Email: [email protected] Twitter: @maneeshamanges Scott Oser Scott Oser Associates Phone: 301-279-0468 Email: [email protected] Twitter: @scottoser

Editor's Notes

  • #3 Scott
  • #4 Maneesha
  • #5 Scott
  • #6 Maneesha
  • #7 Maneesha
  • #8 Maneesha
  • #9 Maneesha
  • #10 Maneesha
  • #11 Maneesha
  • #12 Scott
  • #13 Scott
  • #14 Scott Take 5 minutes to write down some notes about your ideal conference registrant.
  • #15 Scott Take 5 minutes to write down some notes about your ideal conference registrant.
  • #16 Maneesha
  • #17 Maneesha
  • #18 Scott
  • #19 Maneesha Personalization Tells a story /narrative based on where you are in your buyers journey – used infographics Setting up “trip wires” so that we can trigger automated emails based on viewing behavior Managed through HubSpot, so could set up workflows, etc.
  • #20 Scott to input
  • #21 Maneesha
  • #22 Scott
  • #23 Scott
  • #24 Scott
  • #25 Scott
  • #26 Maneesha
  • #27 Scott
  • #28 Scott
  • #29 Scott – multi- channel Maneesha - omni
  • #30 Maneesha
  • #31 Maneesha
  • #32 Maneesha
  • #34 Scott
  • #35 Scott
  • #36 Maneesha
  • #37 Maneesha
  • #38 Maneesha
  • #39 Maneesha
  • #40 Scott
  • #41 Maneesha – assess how many people through a show of hands thing they are omni channel ready? Participate in independent survey to see where your org is