creating a winning email marketing plan

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Creating a Winning Email Marketing Plan Personify Education, July 29, 2010 Stephanie Platteter 1

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Stephanie Platteter, Consultant, DemandEngine, Director of Marketing, University of Minnesota While many enrollment marketers have been content to batch and blast endless streams of messaging, students are demanding more relevant communication. Enrollment marketers haven’t had much impetus to clean up their email marketing approach … until now. Discover the best and worst email practices of colleges and universities today. Learn to plan your email marketing efforts in a way that engages prospective students and cultivates their interest through to enrollment.

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Page 1: Creating a Winning Email Marketing Plan

Creating a Winning Email Marketing Plang g gPersonify Education, July 29, 2010Stephanie Platteter

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Page 2: Creating a Winning Email Marketing Plan

Agenda

1. The State of Email Marketing2 It’ Ti f E il M k ti R lit2. It’s Time for an Email Marketing Reality

Check3 Fi St P f D l i E il3. Five-Step Process for Developing an Email

Marketing Plan

Confidential and Proprietary Copyright 2010, DemandEngine, Inc.

Page 3: Creating a Winning Email Marketing Plan

The State of Email Marketing

• Many have predicted email’s demiseemail s demise …– yet it’s a desired channel

of communicationof communication• Email ‘connects’ social

networksnetworks• Email is at the heart of

CRMCRM

Confidential and Proprietary Copyright 2010, DemandEngine, Inc.

Page 4: Creating a Winning Email Marketing Plan

Many Have Predicted Email’s Demise

• Scams, as well as prescription and pornography peddlersand pornography peddlers abused the channel

• CAN SPAM established national• CAN-SPAM established national fundamental guidelines for the use of promotional emailuse of promotional email marketing

• Many higher education• Many higher education marketers don’t follow them though

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though

Page 5: Creating a Winning Email Marketing Plan

Yet, It’s a Desired Channel of CommunicationCommunication

• Prospective students prefer itA il bilit f i fi• Availability of wi-fi

• Laptops, mobile devices, and tb knetbooks

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Page 6: Creating a Winning Email Marketing Plan

Connects Social Networks

• Email is used to contact ‘friends’ and ‘followers’friends and followers

• Email is used to notify the network of status updatesnetwork of status updates

• Email is the original social networknetwork

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Page 7: Creating a Winning Email Marketing Plan

Basis of Communication within CRM

• Your CRM technology allows you to more effectively andyou to more effectively and efficiently manage relationships over a student’srelationships over a student s lifecycle

• Email is at the center ofEmail is at the center of communication capabilities and campaigns

Confidential and Proprietary Copyright 2010, DemandEngine, Inc.

Page 8: Creating a Winning Email Marketing Plan

Email marketing is not easy. It’s not a channel to constantly contact, target, or blast your y g y

prospects. To ensure your message gets to the inbox, your “reputation” matters.

Page 9: Creating a Winning Email Marketing Plan

Agenda

1. The State of Email Marketing2 It’ Ti f E il M k ti R lit2. It’s Time for an Email Marketing Reality

Check3 Fi St P f D l i E il3. Five-Step Process for Developing an Email

Marketing Plan

Confidential and Proprietary Copyright 2010, DemandEngine, Inc.

Page 10: Creating a Winning Email Marketing Plan

It’s Time for an Email Reality Check

• High school students and adult-learners prefer itlearners prefer it

• Marketers don’t always use the channel that wellchannel that well

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Page 11: Creating a Winning Email Marketing Plan

Reality Check: Email is Preferred by Adult LearnersPreferred by Adult Learners

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Page 12: Creating a Winning Email Marketing Plan

Reality Check: Email is Preferred by Adult LearnersPreferred by Adult Learners

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Page 13: Creating a Winning Email Marketing Plan

Reality Check: Email is Preferred by Adult LearnersPreferred by Adult Learners

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Page 14: Creating a Winning Email Marketing Plan

The Online Participation Profile of AdultsAdults

Daily Weekly NeverU il 89% 6% 1%

Please indicate your current level of participation inthe following online activities.

Use email 89% 6% 1%Use search engines to find information 75% 16% 2%Send text messages 46% 16% 16%Read status updates 26% 20% 18%Maintain a social networking profile 25% 21% 23%Maintain a social networking profile 25% 21% 23%Read profiles within social networking sites 18% 21% 23%Watch online  video 14% 30% 8%Post status updates 12% 18% 33%Read online ratings/reviews 12% 28% 9%Read blogs 11% 15% 26%Tag Web pages or other digital content 7% 12% 37%Use RSS feeds 6% 6% 56%Listen to podcasts 4% 8% 40%C bl 4% 6% 46%Comment on blogs 4% 6% 46%Publish your own Web pages 3% 4% 62%Post online ratings/reviews 3% 6% 35%Publish or maintain your own  blog 3% 4% 69%Upload video/audio you created 2% 4% 52%

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Upload video/audio you created 2% 4% 52%

Source: DemandEngine Adult‐Learner Communication Preferences Studyn = 3712, ages 22‐50

Page 15: Creating a Winning Email Marketing Plan

Reality Check: Email is Preferred by High School StudentsHigh School Students

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Page 16: Creating a Winning Email Marketing Plan

Reality Check: Email is Preferred by High School Studentsg

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Page 17: Creating a Winning Email Marketing Plan

Reality Check: Email is Preferred by High School Studentsg

Confidential and Proprietary Copyright 2010, DemandEngine, Inc.17

Page 18: Creating a Winning Email Marketing Plan

The Online Participation Profile of High School Studentsg

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Page 19: Creating a Winning Email Marketing Plan

Reality Check: Email Supports the Decision Processthe Decision Process

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Page 20: Creating a Winning Email Marketing Plan

Some of Us Struggle with Email

• Consider this message from a gcontinuing education providerT o ersions of each• Two versions of each message sent simultaneously

• Three times in 5 days

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Page 21: Creating a Winning Email Marketing Plan

Struggling with Email

• Consider this messageg

• Personalize your message

• We gave our first name in order to receive this

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Page 22: Creating a Winning Email Marketing Plan

Struggling with Email

• Consider this message series:– Original inquiry – Sept 2009

A luncheon invitation Oct– A luncheon invitation – Oct 2009

– General course availability –J 2010January 2010

– Cell Phone Savvy promotion – June 2010

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Page 23: Creating a Winning Email Marketing Plan

Struggling with Email

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Page 24: Creating a Winning Email Marketing Plan

Why This Matters-Deliverability!

• You are not delivering what you think you are …y

• Recent continuing education email research invitation to 50,000 students, o er 11 000 ere ndeli erable!over 11,000 were undeliverable!

• Forrester projects that over the next five years, $144 million dollars will be y , $collectively spent and wasted on emails that never reach inboxes.ISP b t il t ti• ISPs care about your email reputation … because it impacts them

Confidential and Proprietary Copyright 2010, DemandEngine, Inc.

Page 25: Creating a Winning Email Marketing Plan

Agenda

1. The State of Email Marketing2 It’ Ti f E il M k ti R lit2. It’s Time for an Email Marketing Reality

Check3 Fi St P f D l i E il3. Five-Step Process for Developing an Email

Marketing Plan

Confidential and Proprietary Copyright 2010, DemandEngine, Inc.

Page 26: Creating a Winning Email Marketing Plan

DemandEngine’s Five-Step Process –Creating an Email Marketing PlanCreating an Email Marketing Plan

1 Assess current practices1. Assess current practices2. Establish key performance

indicatorsindicators3. Understand the decision

cyclecycle4. Architect for value5 O ti i ti i5. Optimize timing

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Page 27: Creating a Winning Email Marketing Plan

Step 1. Assess Current Practices

• How is your email marketing program performing really?program performing … really?

• Build a burning platform for change by assessing what youchange by assessing what you are doing today

• Provides the direction to make o des t e d ect o to a ebusiness decisions

Confidential and Proprietary Copyright 2010, DemandEngine, Inc.

Page 28: Creating a Winning Email Marketing Plan

Assessment Categories

Trust Value

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Measurement Design

Page 29: Creating a Winning Email Marketing Plan

Trust

Establishing a foundation for the relationshipIdentifying opportunities y g ppto improve deliverabilityProtecting your sender g yreputationMeasuring CAN SPAM gcompliance

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Page 30: Creating a Winning Email Marketing Plan

Value

Enhancing the relationshipDeepening the students’ p ginterest and/or commitment to you

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Page 31: Creating a Winning Email Marketing Plan

Measurement

Gauging successUsing metrics to drive future interactions

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Page 32: Creating a Winning Email Marketing Plan

Design

Delivering easy-to-consume contentCommunicating value gvisuallyIncreasing recipient g pengagement

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Page 33: Creating a Winning Email Marketing Plan

Step 2. Establish Key Performance Indicators

• Open rates and clickthroughsare niceare nice …– but what are you really doing with

this information?• Develop goals, objectives, and

metrics• Link key email measures to

driving key funnel metrics• Are you measuring email

conversions?

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Page 34: Creating a Winning Email Marketing Plan

Step 3. Map the Decision Cycle

• Understand how prospective t d t k d i istudents make decisions

• Bridge the higher education k timarketing gap

• Align marketing efforts to decision cycledecision cycle

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Page 35: Creating a Winning Email Marketing Plan

Higher Education is a Considered PurchasePurchase

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Page 36: Creating a Winning Email Marketing Plan

Bridging the Gap

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Page 37: Creating a Winning Email Marketing Plan

Aligning Marketing Efforts with Students’ Decision CycleStudents Decision Cycle

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Page 38: Creating a Winning Email Marketing Plan

Step 4. Architect for Value

Stage Possible Messaging OffersInterest/Consideration • Value-add content related • Information to aide in the

to industry, academic area, or life stage of prospect• Benefits to students• Student/alumni profiles

decision• Experience your institution

Student/alumni profilesAnxiety • Advice for navigating this

stage in the process• Provide reassurance (i.e., financial aid award letter, student testimonial video))

Commitment/Enroll • Reaffirms their decisionto commit• Build excitement about

ll d h f

• Motivate the next step (if applicable)• Begin the process of

i (i ienrollment and the future outcome

retention (i.e., getting involved once enrolled, meeting with academic advisor, subscribing to a

Confidential and Proprietary Copyright 2010, DemandEngine, Inc.

advisor, subscribing to a current student newsletter)

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Page 39: Creating a Winning Email Marketing Plan

Step 5: Optimize Timing

• Interests and needs sway email recipient behavior, not time ofrecipient behavior, not time of day or day of week that the message was sent.

• Delivering messages when the recipient is in the decision process is crucial. Forrester Research

• Messages driven by behavioral d t t tdata generate greater response, higher conversions and more revenue Forrester Research

Confidential and Proprietary Copyright 2010, DemandEngine, Inc.39

revenue. Forrester Research

Page 40: Creating a Winning Email Marketing Plan

What This Means

• Email … a powerful and preferred channel ofpreferred channel of communication

• Email success starts with• Email success starts with strategy first, design and sending a distant secondsending a distant second

• Email delivers results when you think about goals: students notthink about goals: students, not yours

Confidential and Proprietary Copyright 2010, DemandEngine, Inc.