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Optimising your forms for
increased conversions and GDPR
By Kath Pay & Komal Helyer
Komal Helyer
Marketing Director
Pure360
Kath Pay
Founder & CEO
Holistic Email Marketing
This webinar will be available to re-watch on-demand
immediately after the webinar has finished.
If we have time at the end we will do a Q&A. You can ask
questions at any time.
We value your feedback and would appreciate your rating of
the webinar as well as any comments at the end!
Housekeeping
@Komal_Helyer
@Pure360
@KathPay
@HolisticEmail
#HolisticLive
About us
Marketing
Automation Suite
Powered by email
A journey
Taking clients on a
journey of
improvement
Unique combination
Best of breed tech and
framework
Industry-leading
Maturity Model
Why is getting permission important?
Subscribers order at least 25% more frequently than non-
subscribers
Subscribers spend at least 6% more than non-subscribers
Active subscribers are 38% more likely to return for a follow-
up purchase than non-subscribers
Inactive subscribers are 26% more likely to return than non-
subscribers
Inactive subscribers are worth 32% of active subscribers
(That’s a good reason for not scrubbing them from your
database.)
Source: Mailchimp February 2018
Subscribe forms
3 Steps to Gaining
Permission
In the age of GDPR
Follow BJ Fogg’s Behaviour Model
1. Build up their motivation
2. Make it easy for them to act
3. Ask for the action at the right
time
1. Build up their motivation
3 Steps to Gaining Permission
Be visible
87% of brands put the
signup BELOW the fold
Source: Preparing for GDPR: The State of Retail Email Subscribe Forms in 2018
Don’t assume
Only 46% of subscribe forms
listed clear benefits
Source: Preparing for GDPR: The State of Retail Email Subscribe Forms in 2018
2. Make it easy to act
3 Steps to Gaining Permission
Don’t make them choose
15% of brands positioned
social media links ABOVE
the email signup
Source: Preparing for GDPR: The State of Retail Email Subscribe Forms in 2018
Value exchange is key
39% of retailers used only 1 mandatory
field in the subscribe form, while 50% had
no optional fields and 21% use progressive
sign-up to gain permission and then gather
more data in follow-up contacts
Source: Preparing for GDPR: The State of Retail Email Subscribe Forms in 2018
Don’t make them think!
What happens if I don’t consent? Do I receive the newsletter?
Version A: Short statement above the “Continue” Call To Action
button, outlining sign-up requirements
Version B: No statement outlining sign-up requirements
Winner! 15.61% uplift in checkouts at 97% confidence
www.behave.org
3. Ask for the (right) action
at the right time
3 Steps to Gaining Permission
Be persuasive
1 in 5 retailers uses
“Submit” as the call to
action
Source: Preparing for GDPR: The State of Retail Email Subscribe Forms in 2018
Be transparent
Use all opportunities
Account Registration
Forms
Among retailers that allowed account
registration, only 36% had a clear and
obvious registration button.
38% of registration forms DON’T allow
customers to register using the same
email address that they had just
signed up with.
Most account registration forms have 5 to
7 mandatory fields, while 59% of brands
offered either no optional fields or just 1.
0%
7%
11%
5%
18%
16%
18%
4%
13%
21%
18%
8%
5%
1%
0%
3%
0%
1%
0%
5%
10%
15%
20%
25%
1 2 3 4 5 6 7 8 9
Percentage
Number of fields
Number of fields used in Registration Forms
Mandatory fields for registration forms Optional fields for registration forms
84% of registration forms had tickboxes
asking for marketing permission.
However, 49% of tickboxes
were pre-checked
After completing registration, 64% of
registration forms take customers to
their account page/preference settings
Only 43% of retailers sent an account
registration confirmation email.
“The GDPR is raising the bar for consent. Marketers must
explain more, be more transparent, but keep the
language simple and concise. Under the GDPR consent
can’t be bundled with any other agreement, can’t be a
condition of a service and consent opt-in boxes can’t be
pre-ticked.”
Steve Henderson, Compliance Officer, Communicator
GDPR Changes
No more….
• Pre-ticked check boxes
• No opt-out marketing
• Wrapping it up in your T’s & C’s
• Confusing instructions
Way more…
• Clear (and provable) consent
• Persuasive copy
• Transparency
So what’s the
problem?
“A general “law of least effort” applies to
cognitive as well as physical exertion. The law
asserts that if there are several ways of
achieving the same goal, people will
eventually gravitate to the least demanding
course of action...
Laziness is built deep into our nature”
– Daniel Kahneman,
Thinking Fast and Slow
84% of registration forms had
tickboxes asking for marketing
permission
BUT
49% of tickboxes were pre-
checked
Source: Preparing for GDPR: The State of Retail Email Subscribe Forms in 2018
We are wired to go with the default option. So if the default is
now an un-ticked checkbox – they’ll stick with this.
The ‘do nothing choice’
So what’s the answer?
Don’t provide a default so that the customer needs to make a
choice. Give them a yes/no option.
If we’re not careful we could bring about a
paradoxical situation
GDPR was designed to help the consumer
However, if we don’t think it through from the consumers perspective,
we could inadvertently make the customer experience worse for them
We need to stay focused on the consumer & test to determine what
copy, process, number of forms, CTA’s etc. will reap the best results
– for both them as well as us
Summary
• Don’t blindly follow others
• Think about the customer and
their experience – GDPR is for
them after all
• Test for the best results –
don’t leave it to chance
Download the report: http://bit.ly/2GsSd8P
The Broadcaster
The Segmenter
The Recommender
The Predictor
Broadcast to as many people
as possible
Focus on lead generation,
traffic, opens, clicks
Small database
Limited resources
Sending relevant targeted
campaigns to demographic
segments
Focus on increasing revenue
and engagement
Struggling with disparate
systems and databases
Sending frequent targeted
campaigns, product
recommendations and
upselling
Focus on building relationships
and loyalty
Increasing use of data
Reliant on IT resources for data
management
Struggling to achieve a single
customer view
Sending based on lifecycle
engagement and behavioural
predictions
Focus on retaining customers,
increasing loyalty and
generating scalable revenue
Struggling to stay ahead of
competition and perfect
automation capabilities
The Pure360 Maturity Model
Consulting / Training / Workshops
www.holisticemail.com
Strategic Consulting
Lifecycle Marketing Audits
Email Creative Reviews
Customer Journey
Optimisations
ESP Vendor Selection
List Growth Strategy
Segmentation Strategy
Email Marketing Strategy
Lifecycle Marketing
Automation
1st Purchase Programmes
2nd Purchase Programmes
Abandonment Programmes
Replenishment Programmes
Win-Back Programmes
DISCOVER DEVISE DEVELOP
With
Manchester
08.30 – 11.30, 25th April
etc Venues
11 Portland Street
Manchester, M1 3HU
London
08.30 – 11.30, 2nd May
etc.venues
8 Fenchurch Pl
London, EC3M 4PB
holisticemail.com/in-person/holistic-live/holistic-live-together
www.holisticemail.com
hello@holisticemail.com
@holisticemail

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Optimising Your Forms for Increased Conversions and GDPR

  • 1. Optimising your forms for increased conversions and GDPR By Kath Pay & Komal Helyer
  • 2. Komal Helyer Marketing Director Pure360 Kath Pay Founder & CEO Holistic Email Marketing
  • 3. This webinar will be available to re-watch on-demand immediately after the webinar has finished. If we have time at the end we will do a Q&A. You can ask questions at any time. We value your feedback and would appreciate your rating of the webinar as well as any comments at the end! Housekeeping
  • 5.
  • 6. About us Marketing Automation Suite Powered by email A journey Taking clients on a journey of improvement Unique combination Best of breed tech and framework Industry-leading Maturity Model
  • 7. Why is getting permission important? Subscribers order at least 25% more frequently than non- subscribers Subscribers spend at least 6% more than non-subscribers Active subscribers are 38% more likely to return for a follow- up purchase than non-subscribers Inactive subscribers are 26% more likely to return than non- subscribers Inactive subscribers are worth 32% of active subscribers (That’s a good reason for not scrubbing them from your database.) Source: Mailchimp February 2018
  • 8.
  • 10. 3 Steps to Gaining Permission In the age of GDPR
  • 11. Follow BJ Fogg’s Behaviour Model 1. Build up their motivation 2. Make it easy for them to act 3. Ask for the action at the right time
  • 12. 1. Build up their motivation 3 Steps to Gaining Permission
  • 13. Be visible 87% of brands put the signup BELOW the fold Source: Preparing for GDPR: The State of Retail Email Subscribe Forms in 2018
  • 14.
  • 15. Don’t assume Only 46% of subscribe forms listed clear benefits Source: Preparing for GDPR: The State of Retail Email Subscribe Forms in 2018
  • 16.
  • 17. 2. Make it easy to act 3 Steps to Gaining Permission
  • 18. Don’t make them choose 15% of brands positioned social media links ABOVE the email signup Source: Preparing for GDPR: The State of Retail Email Subscribe Forms in 2018
  • 19.
  • 20. Value exchange is key 39% of retailers used only 1 mandatory field in the subscribe form, while 50% had no optional fields and 21% use progressive sign-up to gain permission and then gather more data in follow-up contacts Source: Preparing for GDPR: The State of Retail Email Subscribe Forms in 2018
  • 21.
  • 22. Don’t make them think! What happens if I don’t consent? Do I receive the newsletter?
  • 23.
  • 24. Version A: Short statement above the “Continue” Call To Action button, outlining sign-up requirements Version B: No statement outlining sign-up requirements Winner! 15.61% uplift in checkouts at 97% confidence www.behave.org
  • 25. 3. Ask for the (right) action at the right time 3 Steps to Gaining Permission
  • 26. Be persuasive 1 in 5 retailers uses “Submit” as the call to action Source: Preparing for GDPR: The State of Retail Email Subscribe Forms in 2018
  • 27.
  • 30.
  • 32. Among retailers that allowed account registration, only 36% had a clear and obvious registration button.
  • 33.
  • 34. 38% of registration forms DON’T allow customers to register using the same email address that they had just signed up with.
  • 35.
  • 36. Most account registration forms have 5 to 7 mandatory fields, while 59% of brands offered either no optional fields or just 1.
  • 37. 0% 7% 11% 5% 18% 16% 18% 4% 13% 21% 18% 8% 5% 1% 0% 3% 0% 1% 0% 5% 10% 15% 20% 25% 1 2 3 4 5 6 7 8 9 Percentage Number of fields Number of fields used in Registration Forms Mandatory fields for registration forms Optional fields for registration forms
  • 38. 84% of registration forms had tickboxes asking for marketing permission.
  • 39.
  • 40. However, 49% of tickboxes were pre-checked
  • 41.
  • 42. After completing registration, 64% of registration forms take customers to their account page/preference settings
  • 43.
  • 44. Only 43% of retailers sent an account registration confirmation email.
  • 45.
  • 46. “The GDPR is raising the bar for consent. Marketers must explain more, be more transparent, but keep the language simple and concise. Under the GDPR consent can’t be bundled with any other agreement, can’t be a condition of a service and consent opt-in boxes can’t be pre-ticked.” Steve Henderson, Compliance Officer, Communicator GDPR Changes
  • 47. No more…. • Pre-ticked check boxes • No opt-out marketing • Wrapping it up in your T’s & C’s • Confusing instructions
  • 48. Way more… • Clear (and provable) consent • Persuasive copy • Transparency
  • 50. “A general “law of least effort” applies to cognitive as well as physical exertion. The law asserts that if there are several ways of achieving the same goal, people will eventually gravitate to the least demanding course of action... Laziness is built deep into our nature” – Daniel Kahneman, Thinking Fast and Slow
  • 51. 84% of registration forms had tickboxes asking for marketing permission BUT 49% of tickboxes were pre- checked Source: Preparing for GDPR: The State of Retail Email Subscribe Forms in 2018
  • 52. We are wired to go with the default option. So if the default is now an un-ticked checkbox – they’ll stick with this. The ‘do nothing choice’ So what’s the answer? Don’t provide a default so that the customer needs to make a choice. Give them a yes/no option.
  • 53.
  • 54. If we’re not careful we could bring about a paradoxical situation GDPR was designed to help the consumer However, if we don’t think it through from the consumers perspective, we could inadvertently make the customer experience worse for them We need to stay focused on the consumer & test to determine what copy, process, number of forms, CTA’s etc. will reap the best results – for both them as well as us
  • 55. Summary • Don’t blindly follow others • Think about the customer and their experience – GDPR is for them after all • Test for the best results – don’t leave it to chance Download the report: http://bit.ly/2GsSd8P
  • 56. The Broadcaster The Segmenter The Recommender The Predictor Broadcast to as many people as possible Focus on lead generation, traffic, opens, clicks Small database Limited resources Sending relevant targeted campaigns to demographic segments Focus on increasing revenue and engagement Struggling with disparate systems and databases Sending frequent targeted campaigns, product recommendations and upselling Focus on building relationships and loyalty Increasing use of data Reliant on IT resources for data management Struggling to achieve a single customer view Sending based on lifecycle engagement and behavioural predictions Focus on retaining customers, increasing loyalty and generating scalable revenue Struggling to stay ahead of competition and perfect automation capabilities The Pure360 Maturity Model
  • 57. Consulting / Training / Workshops www.holisticemail.com Strategic Consulting Lifecycle Marketing Audits Email Creative Reviews Customer Journey Optimisations ESP Vendor Selection List Growth Strategy Segmentation Strategy Email Marketing Strategy Lifecycle Marketing Automation 1st Purchase Programmes 2nd Purchase Programmes Abandonment Programmes Replenishment Programmes Win-Back Programmes DISCOVER DEVISE DEVELOP
  • 58. With Manchester 08.30 – 11.30, 25th April etc Venues 11 Portland Street Manchester, M1 3HU London 08.30 – 11.30, 2nd May etc.venues 8 Fenchurch Pl London, EC3M 4PB holisticemail.com/in-person/holistic-live/holistic-live-together