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Tips to improve your reach and
engagement using marketing
automation and triggers
markedu.pt	
  /	
  @markedu	
  /	
  @michaelleander	
  	
  
Michael Leander
The	
  right	
  message	
  
to	
  the	
  right	
  person	
  
at	
  the	
  right	
  /me	
  
in	
  the	
  right	
  place	
  
using	
  the	
  most	
  effec/ve	
  
channel	
  
Is	
  this	
  message	
  best	
  
suited	
  for	
  ?	
  
	
  
a)	
  an	
  exis)ng	
  customer	
  
b)	
  a	
  non-­‐customer	
  
Best approach for selling
subscriptions?
Direct	
  
mail	
  
Email	
  
Direct	
  
mail	
  
Email	
  
approach	
  
2	
  
Email	
  
approach	
  
3	
  
Email	
  
approach	
  
4	
  
Etc.	
  
Charles Tyrwhitt cross-channel
marketing automation
Customer	
  lifecycle	
  marke1ng	
  automa1on	
  
Differen1ated	
  approach	
  addresses	
  different	
  needs	
  
1
Pre Sale
2
Sale
3 Past Sale
Pre Departure
4
Departure
5 Arrival 1.
destination
6 Travel &
experience
7 Comming
home
8 Evaluation
& Reliving
9 Next
Pre Sale
Profiling	
  and	
  knowledge	
  of	
  where	
  the	
  customer	
  is	
  in	
  the	
  ”wheel”	
  	
  
opens	
  up	
  for	
  a	
  coordinated	
  and	
  relevant	
  dialogue	
  before,	
  
	
  during	
  and	
  a@er	
  the	
  ini1al	
  sales	
  transac1on	
  
Transac)onal	
  
Behavioral	
  
Targeted	
  
	
  
	
  
	
  
Example	
  
Travel	
  
SMS/Email	
  
Insurance	
  
Car	
  rental	
  
Excursions	
  
Car	
  rental	
  
Recommend	
  
to	
  friends	
  
Disappointed	
  or	
  excited?	
  	
  
Automa1ng	
  communica1on	
  can	
  
generate	
  impressive	
  results	
  
53%	
  higher	
  
conversion	
  
rate	
  
9,3%	
  higher	
  
sales	
  quota	
  
achievement	
  
50%	
  more	
  
sales	
  ready	
  
leads	
  at	
  33%	
  
lower	
  cost	
  
12,2%	
  
reduc)on	
  in	
  
marcom	
  
overhead	
  
70%	
  faster	
  
sales	
  cycle	
  
)mes	
  
Most effective marketing channels
ignored by (most) CMO’s !
•  SEO	
  
•  Email	
  marke)ng	
  
•  3	
  
•  4	
  
•  5	
  
Does	
  your	
  
team	
  have	
  
the	
  skills	
  to	
  
embrace	
  
the	
  
technical	
  
side	
  of	
  
marke)ng?	
  	
  
Showstopper	
  
Quick	
  interac/ve	
  exercise	
  	
  
•  Describe	
  the	
  process	
  of	
  
your	
  typical	
  morning	
  
•  Draw	
  the	
  process	
  so	
  
that	
  another	
  person	
  will	
  
be	
  able	
  to	
  understand	
  
how	
  to	
  “do”	
  your	
  
morning	
  
•  The	
  Devil	
  is	
  in	
  the	
  
detail!	
  
Failing is not a problem. As
long as your organization
learn from each failure
Your	
  ability	
  to	
  create	
  detailed	
  process	
  
flows	
  is	
  impera)ve	
  to	
  implemen)ng	
  
marke)ng	
  automa)on	
  successfully	
  
Triggers = quick fixes
A	
  behavior	
  or	
  non-­‐event	
  where	
  you	
  can	
  use	
  smart	
  marke)ng	
  
automa)on	
  to	
  trigger	
  a	
  marke)ng	
  ac)on	
  that	
  will	
  s)mulate	
  a	
  
different	
  (customer)	
  behavior	
  
Who is Michael Leander?
ü  As	
  CEO,	
  CMO	
  have	
  made	
  
marke/ng	
  mistakes	
  consistently	
  
for	
  20+	
  years	
  …	
  
…	
  and	
  learned	
  from	
  most	
  of	
  them	
  
ü  Speaker	
  in	
  40+	
  countries	
  	
  
ü  Customer	
  lifecycle	
  marke/ng	
  
management	
  	
  
ü  Judged	
  marke/ng	
  awards	
  in	
  15	
  
countries	
  …	
  
…	
  great	
  source	
  of	
  inspira8on	
  for	
  
learning	
  how	
  marketers	
  think	
  &	
  act	
  
ü  Board	
  member.	
  Consultant,	
  
trainer,	
  speaker,	
  father	
  of	
  many,	
  
husband	
  to	
  one	
  
ü  Founded	
  Markedu	
  
 
A few
challenges
faced by
brands and
marketers
today
“By 2020 customer
experience is expected to
surpass product and pricing
as the key business
differentiator”	
  
	
  
	
  
Source:	
  Forbes	
  Insights	
  “Customers	
  for	
  Life”	
  	
  
	
  in	
  associa8on	
  with	
  Sitecore	
  
Convenience	
  
Ease	
  of	
  interac)on	
  
Getting and keeping anyone’s
attention is difficult these days. 	
  
	
  
	
  
	
  
	
  
Buyers	
  have	
  an	
  abundance	
  of	
  choices	
  
You	
  need	
  to	
  “nudge”	
  consistently	
  to	
  
earn	
  the	
  desired	
  behavior.	
  	
  
And	
  occasionally	
  push	
  hard.	
  	
  
No more sex on
the first date ! 	
  
	
  
On	
  average	
  buyers	
  engage	
  with	
  
more	
  than	
  11	
  pieces	
  of	
  content	
  
before	
  making	
  a	
  purchase	
  
decision	
  
Effective marketing = Increase OTS
Opportunity	
  to	
  see.	
  Find	
  your	
  number	
  through	
  
experimenta)on.	
  Don’t	
  trust	
  your	
  intui)on	
  	
  
Tips	
  related	
  to	
  OTS	
  	
  
•  Where	
  do	
  you	
  seed	
  first;	
  paid	
  or	
  earned/
owned?	
  
•  So_	
  and	
  hard	
  selling	
  phases;	
  build	
  up	
  
gradually	
  
•  Anything	
  )me	
  limited	
  usually	
  performs	
  
be`er	
  
Email	
  
marke/ng:	
  
Find	
  your	
  
best	
  
frequency	
  
through	
  
tes)ng	
  
Decide:	
  Is	
  CTR	
  really	
  how	
  you	
  want	
  to	
  measure	
  your	
  success?	
  
Or	
  is	
  how	
  effec)ve	
  you	
  convert	
  to	
  the	
  next	
  step	
  –	
  monetary	
  or	
  not?	
  
The	
  old	
  
AIDA	
  
Meet	
  the	
  new	
  AIDA	
  
A	
  =	
  A`en)on	
  (Awareness)	
  
I	
  =	
  Interest	
  
D	
  =	
  Desire	
  
E	
  =	
  Engagement	
  	
  
A	
  =	
  Ac)on	
  
Engage	
  me	
  
Many	
  
interac)ons	
  
to	
  convince	
  &	
  
convert	
  
A	
  =	
  A`en)on	
  (Awareness)	
  
I	
  =	
  Interest	
  
D	
  =	
  Desire	
  
E	
  =	
  Engagement	
  	
  
A	
  =	
  Ac)on	
  
Personalized	
  
dialogue	
  
Eyeballs	
  
Engage	
  
$	
  	
  
Engage	
  
Nurture	
  
Re-­‐
ac)vate	
  
AIDEA is the new black!
Nudge to change people’s behavior
and turn intentions into actions –
add to the experience
Define	
  
a	
  non-­‐
event	
  
•  Think	
  about	
  a	
  desired	
  ac/on,	
  
which	
  could	
  be	
  indica/ve	
  of	
  a	
  
customer	
  intending	
  a	
  specific	
  
behavior,	
  but	
  doesn’t	
  materialize	
  
	
  
•  Then	
  plan:	
  “If	
  the	
  ac1on	
  doesn’t	
  
happen,	
  then	
  we	
  do	
  this	
  !	
  
Brilliant	
  ideas	
  are	
  1	
  in	
  1.000	
  and	
  (very)	
  
expensive	
  to	
  generate.	
  	
  
Execu/on	
  is	
  bread	
  and	
  buZer	
  for	
  CMO’s!	
  
Choose	
  strong	
  execu/on	
  over	
  brilliant	
  ideas	
  	
  
Don’t	
  count	
  the	
  customers	
  	
  you	
  
reach	
  –	
  Reach	
  those	
  who	
  count	
  
@michaelleander	
  
Ideas on how to
approach social
media marketing
automation
AID+LIRA	
  Attention > Interest > Desire + Like – Interaction – Recommendation - Action
Engagement	
  
Share	
  is	
  good	
  
ac1on	
  counts	
  
Like	
  is	
  NOT	
  a	
  currency,	
  engagements	
  conver8ng	
  to	
  ac8ons	
  are	
  @michaelleander	
  #appmpt	
  
3 big C’s:
Context, Connectivity, Content
CONNECTIVITY
Desktop
 Phone
 Tablet
 TV
CONTEXT
 CONTENT
Watching Monday night football and has
his phone
Awareness TV Spot and Twitter
Sponsored Tweet Ad
As a high LTV prospect, loaded into Fb
custom audience list
Awareness messaging via Fb newsfeed
DR remarketing mobile display ad with
customized offer for Term Life
Life Insurance Key Word Re-Marketing
Pool
Visits site 2 days later on his iPad,
recognized as same user
Customized, responsive offer landing
page: Online quote
Searches for branded generic keyword;
Attitudinal Segment A
 YouTube video on how to buy Life Insurance
High-LTV, incomplete quoter re-marketing
pool
 Personalized offer email
Personalized site landing page with offer
Segment A
Perhaps	
  content	
  isn’t	
  King	
  a^er	
  all?	
  Perhaps	
  context	
  is	
  !	
  
Treat your content assets
with respect
•  Repurpose	
  content	
  
•  Beware	
  )me	
  sensi)ve	
  
•  Automate	
  republishing	
  
•  Automate	
  distribu)on	
  
from	
  blog	
  to	
  social	
  
•  Study	
  effect	
  to	
  spot	
  
winners.	
  Infuse	
  more	
  
energy	
  into	
  winners	
  
The	
  5-­‐3-­‐1	
  rule	
  or	
  the	
  2-­‐5-­‐2	
  rule?	
  
Mix	
  your	
  content	
  	
  
•  OPC	
  (Other	
  People’s	
  Content)	
  	
  
•  Your	
  own	
  value	
  adding	
  content	
  
•  Promo)onal	
  content	
  
The Vision for marketers?
>	
  An/cipate	
  
customer	
  needs	
  
>	
  Provide	
  /mely	
  
service	
  	
  
>	
  Differen/ate	
  	
  
communica/on	
  
>	
  Personalize	
  	
  
communica/on	
  	
  
>	
  Understand	
  	
  
preferences	
  
>	
  Manage	
  the	
  
	
  permission	
  
Speak	
  to	
  customers	
  and	
  prospects	
  in	
  
their	
  language	
  addressing	
  the	
  
problems,	
  concerns	
  and	
  aspira1ons	
  of	
  
individuals,	
  not	
  segments	
  
Automa1ng	
  your	
  marke1ng	
  will	
  make	
  a	
  lot	
  of	
  sense.	
  
Pick	
  your	
  baNles	
  carefully	
  
Obrigado	
  	
  
Talk	
  to	
  me	
  michael@leander.me	
  	
  

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Smarten up your social media & online marketing : 5 tips to improve your reach and engagement using automation and triggers

  • 1. Tips to improve your reach and engagement using marketing automation and triggers markedu.pt  /  @markedu  /  @michaelleander     Michael Leander
  • 2. The  right  message   to  the  right  person   at  the  right  /me   in  the  right  place   using  the  most  effec/ve   channel  
  • 3. Is  this  message  best   suited  for  ?     a)  an  exis)ng  customer   b)  a  non-­‐customer  
  • 4. Best approach for selling subscriptions? Direct   mail   Email   Direct   mail   Email   approach   2   Email   approach   3   Email   approach   4   Etc.  
  • 6. Customer  lifecycle  marke1ng  automa1on   Differen1ated  approach  addresses  different  needs   1 Pre Sale 2 Sale 3 Past Sale Pre Departure 4 Departure 5 Arrival 1. destination 6 Travel & experience 7 Comming home 8 Evaluation & Reliving 9 Next Pre Sale Profiling  and  knowledge  of  where  the  customer  is  in  the  ”wheel”     opens  up  for  a  coordinated  and  relevant  dialogue  before,    during  and  a@er  the  ini1al  sales  transac1on   Transac)onal   Behavioral   Targeted         Example   Travel   SMS/Email   Insurance   Car  rental   Excursions   Car  rental   Recommend   to  friends  
  • 8. Automa1ng  communica1on  can   generate  impressive  results   53%  higher   conversion   rate   9,3%  higher   sales  quota   achievement   50%  more   sales  ready   leads  at  33%   lower  cost   12,2%   reduc)on  in   marcom   overhead   70%  faster   sales  cycle   )mes  
  • 9. Most effective marketing channels ignored by (most) CMO’s ! •  SEO   •  Email  marke)ng   •  3   •  4   •  5  
  • 10. Does  your   team  have   the  skills  to   embrace   the   technical   side  of   marke)ng?     Showstopper  
  • 11.
  • 12. Quick  interac/ve  exercise     •  Describe  the  process  of   your  typical  morning   •  Draw  the  process  so   that  another  person  will   be  able  to  understand   how  to  “do”  your   morning   •  The  Devil  is  in  the   detail!  
  • 13. Failing is not a problem. As long as your organization learn from each failure
  • 14. Your  ability  to  create  detailed  process   flows  is  impera)ve  to  implemen)ng   marke)ng  automa)on  successfully  
  • 15. Triggers = quick fixes A  behavior  or  non-­‐event  where  you  can  use  smart  marke)ng   automa)on  to  trigger  a  marke)ng  ac)on  that  will  s)mulate  a   different  (customer)  behavior  
  • 16. Who is Michael Leander? ü  As  CEO,  CMO  have  made   marke/ng  mistakes  consistently   for  20+  years  …   …  and  learned  from  most  of  them   ü  Speaker  in  40+  countries     ü  Customer  lifecycle  marke/ng   management     ü  Judged  marke/ng  awards  in  15   countries  …   …  great  source  of  inspira8on  for   learning  how  marketers  think  &  act   ü  Board  member.  Consultant,   trainer,  speaker,  father  of  many,   husband  to  one   ü  Founded  Markedu  
  • 17.   A few challenges faced by brands and marketers today
  • 18. “By 2020 customer experience is expected to surpass product and pricing as the key business differentiator”       Source:  Forbes  Insights  “Customers  for  Life”      in  associa8on  with  Sitecore  
  • 19.
  • 20. Convenience   Ease  of  interac)on  
  • 21.
  • 22. Getting and keeping anyone’s attention is difficult these days.           Buyers  have  an  abundance  of  choices   You  need  to  “nudge”  consistently  to   earn  the  desired  behavior.     And  occasionally  push  hard.    
  • 23. No more sex on the first date !     On  average  buyers  engage  with   more  than  11  pieces  of  content   before  making  a  purchase   decision  
  • 24. Effective marketing = Increase OTS Opportunity  to  see.  Find  your  number  through   experimenta)on.  Don’t  trust  your  intui)on    
  • 25. Tips  related  to  OTS     •  Where  do  you  seed  first;  paid  or  earned/ owned?   •  So_  and  hard  selling  phases;  build  up   gradually   •  Anything  )me  limited  usually  performs   be`er  
  • 26. Email   marke/ng:   Find  your   best   frequency   through   tes)ng   Decide:  Is  CTR  really  how  you  want  to  measure  your  success?   Or  is  how  effec)ve  you  convert  to  the  next  step  –  monetary  or  not?  
  • 28. Meet  the  new  AIDA   A  =  A`en)on  (Awareness)   I  =  Interest   D  =  Desire   E  =  Engagement     A  =  Ac)on   Engage  me   Many   interac)ons   to  convince  &   convert  
  • 29. A  =  A`en)on  (Awareness)   I  =  Interest   D  =  Desire   E  =  Engagement     A  =  Ac)on   Personalized   dialogue   Eyeballs   Engage   $     Engage   Nurture   Re-­‐ ac)vate   AIDEA is the new black!
  • 30. Nudge to change people’s behavior and turn intentions into actions – add to the experience
  • 31. Define   a  non-­‐ event   •  Think  about  a  desired  ac/on,   which  could  be  indica/ve  of  a   customer  intending  a  specific   behavior,  but  doesn’t  materialize     •  Then  plan:  “If  the  ac1on  doesn’t   happen,  then  we  do  this  !  
  • 32. Brilliant  ideas  are  1  in  1.000  and  (very)   expensive  to  generate.     Execu/on  is  bread  and  buZer  for  CMO’s!   Choose  strong  execu/on  over  brilliant  ideas    
  • 33. Don’t  count  the  customers    you   reach  –  Reach  those  who  count   @michaelleander  
  • 34. Ideas on how to approach social media marketing automation
  • 35. AID+LIRA  Attention > Interest > Desire + Like – Interaction – Recommendation - Action Engagement   Share  is  good   ac1on  counts   Like  is  NOT  a  currency,  engagements  conver8ng  to  ac8ons  are  @michaelleander  #appmpt  
  • 36. 3 big C’s: Context, Connectivity, Content CONNECTIVITY Desktop Phone Tablet TV CONTEXT CONTENT Watching Monday night football and has his phone Awareness TV Spot and Twitter Sponsored Tweet Ad As a high LTV prospect, loaded into Fb custom audience list Awareness messaging via Fb newsfeed DR remarketing mobile display ad with customized offer for Term Life Life Insurance Key Word Re-Marketing Pool Visits site 2 days later on his iPad, recognized as same user Customized, responsive offer landing page: Online quote Searches for branded generic keyword; Attitudinal Segment A YouTube video on how to buy Life Insurance High-LTV, incomplete quoter re-marketing pool Personalized offer email Personalized site landing page with offer Segment A Perhaps  content  isn’t  King  a^er  all?  Perhaps  context  is  !  
  • 37. Treat your content assets with respect •  Repurpose  content   •  Beware  )me  sensi)ve   •  Automate  republishing   •  Automate  distribu)on   from  blog  to  social   •  Study  effect  to  spot   winners.  Infuse  more   energy  into  winners  
  • 38. The  5-­‐3-­‐1  rule  or  the  2-­‐5-­‐2  rule?   Mix  your  content     •  OPC  (Other  People’s  Content)     •  Your  own  value  adding  content   •  Promo)onal  content  
  • 39. The Vision for marketers? >  An/cipate   customer  needs   >  Provide  /mely   service     >  Differen/ate     communica/on   >  Personalize     communica/on     >  Understand     preferences   >  Manage  the    permission  
  • 40. Speak  to  customers  and  prospects  in   their  language  addressing  the   problems,  concerns  and  aspira1ons  of   individuals,  not  segments   Automa1ng  your  marke1ng  will  make  a  lot  of  sense.   Pick  your  baNles  carefully  
  • 41. Obrigado     Talk  to  me  michael@leander.me