how brands use email to engage customers at every stage of the life cycle

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#CNX16 How Smart Brands Use Email to Acquire, Onboard and Retain Customers Joel Book Sr. Director, Digital Marketing Insight Salesforce Chad White Research Director Litmus Email: The Workhorse of 1:1 Marketing!

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Page 1: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

#CNX16

How Smart Brands Use Email to Acquire, Onboard and Retain CustomersJoel BookSr. Director, Digital Marketing InsightSalesforceChad WhiteResearch DirectorLitmus

Email: The Workhorse of 1:1 Marketing!

Page 3: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

Forward-Looking StatementsStatement under the Private Securities Litigation Reform Act of 1995:

This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.

The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site.

Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.

Page 4: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

A Time of Seismic Change and Incredible Opportunity

Marketing: 2016

#CNX16

Page 5: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

By 2021, Digital Marketing will account for 75% of the marketing budget.

2011 2016 2021

38%30% 25%

62%70% 75%

Digital marketing channels Traditional marketing channels

Page 7: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

Although today’s consumers are multi-channel, they prefer Email

Page 8: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

60% of US consumers prefer email for receiving updates and promotions from brands. Source: MarketingSherpa Consumer Purchase Preference Survey (August 2015)N=2,021

Page 9: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

79% of marketers say email marketing directly generates ROI Source: Salesforce - 2016 State of Marketing

Page 10: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

Email is the Single Most Important Channel for Staying Connected throughout the CX Life

Cycle

EMAIL

EMAIL

The Customer Experience Life Cycle

Product Purchase Journeys Product Use & Service Journeys

ONBOARDING

Page 11: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

12Examples of Using Email

for Life Cycle

MarketingONBOARDING

Page 12: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

Using Email for Demand

Generation

ONBOARDING

#CNX16

Page 13: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle
Page 14: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

Scotts uses a “Lightbox” on its home page to invite visitors to subscribe to My Turf Tips

Page 15: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

My Turf Tips is: Produced in 355 unique

versions across the U.S. Delivered to more than

2 million subscribers.

Page 16: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

My Turf Tips links subscribers to lawn care and product information – specific for their zip code!

Page 17: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

My Turf Tips subscribers are invited to opt-in for localized text alerts.

Page 20: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

Source:Ascend2,"Lead Generation Strategy Trends Survey Summary Report." July2015

Email is Most Effective for Lead

Generation 48% of B2B marketers say email is most effective for lead generation.

Page 21: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

Volvo Construction Equipment Uses “Remarketing” Email to Generate Leads that Help Dealers Sell Pre-

Owned Equipment

Product Information Landing Page

Volvo tracks all leads in CRM system and enables buyer to contact seller directly

Page 22: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

Volvo Lead Management Workflow

Automated lead assignment

Salesforce Marketing Cloud integration with Microsoft Dynamics CRM enables Volvo sales reps to track leads, manage opportunities

Lead report sent via Salesforce Marketing Cloud to Volvo sales rep

Personalized “Thank You” email sent to customer

Data Cleansin

gLead Scoring

Data Integration in CRM

Page 23: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

Using Email for Lead

Nurturing

ONBOARDING

#CNX16

Page 24: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

Optimizing Lead Nurturing is a MUST!

Sources: LinkedIn: “The New Formula for Connecting with B2B Buyers”Business2Community.com Demand Gen Report: The 2014 B2B Buyer Behavior Survey”

Page 25: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

Email is Most Effective for Lead

Nurturing78% of B2B marketers say email is most effective for lead nurturing.Source: Ascend2, "Lead Nurturing Trends Survey Summary Report." December 2015

Page 26: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

Lead Nurturing

Personalized “Thank You” email sent to customer

Volvo Articulated Hauler Video at volvoce.com

Page 27: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle
Page 28: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

• Shopping cart abandonment email series

• 3 emails over 1 week• 1st email: Traditional

“You left this in your cart” message

Page 29: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

• 2nd email: Suggested products based on what was abandoned

Page 30: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

• 3rd email: combination of “You left this in your cart” and suggested alternative products

• Thus completes the “cart abandonment sandwich”

Page 31: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

Using Email to Drive Purchase

#CNX16

Page 32: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

• Parent company: P. F. Chang’s

• 190 locations in U.S.• Offers freshly prepared Asian

items influenced by the cuisines of China, Japan, Korea, Vietnam, and Thailand.

• Headquarters: Scottsdale, AZ

Page 33: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

Pei Wei Asian Diner Uses In-Store Signage to Promote a Special

OfferPei Wei invites restaurant guests to take advantage of a buy-one, get-one free promotion for its new Caramel Chicken entree.

Page 34: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

Pei Wei guests are invited to text and receive a buy-one, get-one free coupon each time a new entrée is introduced.

Page 35: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

Bar-Coded Email Coupons Drive Consumers to

StoresCampaign Results:• In two weeks, Pei Wei

generated 18,000 new email subscribers!

• Produced coupon redemption rates of 20%!

Page 36: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

Welcome Email Sent to all New

Email SubscribersPei Wei’s email subscriber base now exceeds 500,000

Page 37: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

ZULILY uses a “Lightbox” on its home page to invite first-time visitors to subscribe

Page 38: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

• Progressive profiling campaign

• Gain in-market data about subscribers’ interests

Page 39: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

• Progressive profiling campaign

• Gain in-market data about subscribers’ interests

Page 40: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

• Uses that data to send alerts about limited-quantity deals for that brand

• This particular alert arrived late on Thanksgiving Day

Page 41: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

Using Email to Onboard New

Customers

ONBOARDING

#CNX16

Page 42: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle
Page 43: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

PS4 Welcome Series

Objective:Get PS4 users excited, engaged and playing!

Sony is a client of DigitasLBi

Day 10Day 4Day 1 Day 14 Day 31Day 22 Day 26Day 18

Page 44: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

PS4 Welcome Series#1: Day 1 - Welcome EmailSubject Line: Welcome to PS4. Welcome to the future of gaming

Objective:Get customers exploring at www.playstation.com, drive linking of Sony Rewards accounts and email engagement

Sony is a client of DigitasLBi

Page 45: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

Subject Line: Game on. See the latest PS4 gearObjective:Drive purchase of another DualShock 4 controller, PS4 remote control, wireless headset and camera connection

#2: Day 4 – Peripherals IntroPS4 Welcome Series

Sony is a client of DigitasLBi

Page 46: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

PS4 Welcome Series#3: Day 10 - GamesSubject Line: Check out these PS4 must have titlesObjective:Drive purchase of another game, Plus subscriptions and linking of Sony Rewards accounts

Sony is a client of DigitasLBi

Page 47: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

PS4 Welcome Series#4: Day 14 - PS Plus IntroSubject Line: PS4 and PlayStation Plus. The perfect gaming duoObjective:Drive Plus subscriptions and linking of Sony Rewards accounts

Sony is a client of DigitasLBi

Page 48: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

#5: Day 18 - PS Apps Intro Subject line: The best apps are on your PlayStation 4Objective:Redeem a code for a free movie for US, and Drive downloads of new apps (specifically those included in the email) for CA

US Canada

PS4 Welcome Series

Sony is a client of DigitasLBi

Page 49: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

PS4 Welcome Series#6: Day 22 - Sony RewardsSubject Line: Get more with Sony RewardsObjective:Drive linking of Sony Rewards accounts

Sony is a client of DigitasLBi

Page 50: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

PS4 Welcome Series#7: Day 26 – PlayStation Music via SpotifySubject Line: Take gameplay to the next levelObjective:Drive connection of Spotify accounts

Sony is a client of DigitasLBi

Page 51: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

PS4 Welcome Series#8: Day 31- PS Protection PlanSubject Line: Unmatched protection for your PS4Objective:Drive protection plan sales

Sony is a client of DigitasLBi

Page 52: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle
Page 53: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

• Welcome email contains engaging content, including articles, pictures, apps, and more

Page 54: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

• Welcome email contains engaging content, including articles, pictures, apps, and more

Page 55: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

• Welcome email contains engaging content, including articles, pictures, apps, and more

Page 56: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

• Barcelona FC goes one step further and uses the subscriber’s geolocation by country to segment the featured player and content

Page 57: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

• Barcelona FC goes one step further and uses the subscriber’s geolocation by country to segment the featured player and content

Page 58: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

• Barcelona FC goes one step further and uses the subscriber’s geolocation by country to segment the featured player and content

Page 59: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

• Barcelona FC goes one step further and uses the subscriber’s geolocation by country to segment the featured player and content

Page 60: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

• Barcelona FC goes one step further and uses the subscriber’s geolocation by country to segment the featured player and content

Page 61: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

• Barcelona FC goes one step further and uses the subscriber’s geolocation by country to segment the featured player and content

Page 62: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

Using Email to Drive

Repurchase or Re-engagement

ONBOARDING

#CNX16

Page 63: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle
Page 64: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

Win-back campaign sent to lapsed customers

Personalized subject line and preheader text (with unique discount code)

Page 65: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

Not just about driving another purchase

Stresses creating a Favorites List & educating their search engine so it can “find the perfect bag for you”

Page 66: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

Reengagement campaign sent to inactive subscribers

Goals: Get subscriber to click,

demonstrating that the email address is still active.

Reconfirm email opt-in permission

Page 67: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

On-brand messaging for the “quirky” car maker

Page 68: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

Provides a variety of “tongue-in-cheek” reasons that a subscriber might have for not responding.

Appeals to subscriber’s individuality and sense of humor

Page 69: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

Any click will do the trick Invites the subscriber to

click through to the brand website and view latest Mini USA models

Page 70: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

Using Email to Empower Brand

Advocates

ONBOARDING

#CNX16

Page 71: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

Dreamfields Uses Email to Stay Connected to

Consumers and Healthcare Professionals

Dreamfields is a client of HyperDrive Interactive

In 10 years, Dreamfields has . . . Grown its consumer email subscriber

base to more than 650,000 Grown its healthcare professionals email

subscriber base to more than 50,000

Page 72: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

Dreamfields Teams with its Brand Fans to Fight Hunger

Page 73: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

• Conducted 5 “Market Basket” pasta recipe challenges

• 25 food bloggers submitted recipes

• Drove over 34,000 pageviews of the program’s webpage

• More than 20,000 votes cast by Dreamfields customers

• Over 44,000 social media engagements (clicks, likes, shares, retweets, etc.)

• $6,000 donated to food banks

Pastapalooza™ V

Page 74: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

Used email to:• Promote The Email

Design Conference• Drive ticket sales• Generate tons of

“Earned Media” through mentions and shares in social media

Page 75: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

Two Objectives:1. Kickoff sales for

the 3-city conference series

2. Drive awareness of new #LitmusLive hashtag

Page 76: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

We accomplished this by hiding 5 “Golden Tickets” in the email, along with lots of Willy Wonka, Star Wars, and Harry Potter references

Page 77: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

Used an external CSS stylesheet to surface hidden Golden Tickets, which subscribers needed to screenshot and tweet with the #LitmusLive hashtag

Page 78: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

Used dynamic images to update the “Status Board” within the email over 2 days to announce winners and commencement of the next hunt

Page 79: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

Over the 2 days of the campaign… Nearly sold out of all early bird tickets across all 3

venues 1,567 total tweets with the #LitmusLive hashtag Only 3 people included our old #TEDC16 hashtag in

their tweets 133,306 total impressions on Twitter, plus 243 new

followers Plus, our subscribers had lots of fun!

Page 80: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle
Page 81: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

Three Guiding Truths for Today’s

Marketing Leaders

CX is the Holy Grail

Digitalis King

Email is #1 for ROI

Page 82: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

Get these Great Email Resources!Awareness• Don’t Confuse Bad Processes with Bad Subscribers: 3 Pitfalls of Offline Opt-ins (ExactTarget)• More Fields, Fewer Subscribers (Email Marketing Rules)Evaluation• The Complete Guide to Lead Nurturing (Pardot)• Shopping Cart Abandonment Email Trends (Salesforce)• Try a Cart Abandonment Email ‘Sandwich’ (Cloud.IQ)Purchase• What is Predictive Intelligence—and Why Should Every Marketer Care? (Salesforce)• Four Keys To Improved Subscriber Journey With Progressive Profiling (MediaPost)• The Long and Short of Progressive Profiling (Email Marketing Rules)Usage• How FC Barcelona Incorporates the Latest Email Trends to Drive Higher Engagement (ExactTarget)• 6 Steps to Creating a Successful Welcome Email Experience (Litmus)Repurchase• Winback vs. Re-Engagement: What’s the Difference? (Salesforce)• How to Manage the 3 Kinds of Inactive Email Subscribers (Litmus)• 3 Emails to Send Now to Improve Your Holiday Campaign Results (Litmus)Advocacy                                                                      • 7 Tips to Turn Existing Customers Into Your Small Biz’s Biggest Advocates (Salesforce)• Uncovering the Metrics Behind an Award-Winning Email (Litmus)• The Viral Email Report: Benchmarks, Tactics, and Topics of the Most Forwarded Emails [eBook] (Litmus) 

Page 83: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

How to get them!To receive links to our recommended Email Marketing Resources, just use MobileConnect™ from Salesforce!Here’s how . . .To 38767, text the word “Resources”

#CNX16

Page 84: How Brands Use Email to Engage Customers at Every Stage of the Life Cycle

More Great Resources!

 2016 State of Marketing Report Available from Salesforce

Email Marketing Rules (Second Edition)By Chad White Available at Amazon.com