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Nathanael Yellis 
Digital Director, Heritage Action 
Online optimization is continuous improvement 
based on data. 
It’s how you generate big sustainable wins online.
Online activity is a mess. 
Visualize a funnel to keep things simple.
Which funnel step is the 
best one to optimize?
Step 
conversion 
Baseline 
Boost open 
20% 
Boost click 
20% 
Boost donate 
20% 
Boost all 
20% 
Open 30% 10,000 12,000 10,000 10,000 12,000 
Click 10% 1,000 1,200 1,200 1,000 1,440 
Donate 
money 
20% 200 240 240 240 346
Want big results? Optimize the 
whole pathway. 
How? Develop a theory about 
human behavior in your funnel.
Control: leading with big name and event details, just like an invitation.
Variation: motivating words will make more people register for events.
Name & Details Motivational Words 
Opened email 21% 20% 
Clicked email 12% 18% 
RCSP 35% 54% 
Overall conversion 0.9% 1.9% 
Lesson learned: optimize the whole pathway.
12.2% 13% Increase Decrease in 
in 
Revenue Conversion 
Per Visitor 
Control: 7 button array 
Variation: 3 button array 
Lesson Learned: focus on the bottom line.
Optimization Systems Can be a Mess
Original: “Donate” in the Header
Variation: “Contribute” in the Header
Result: No Significant Difference, Nothing Gained 
Lesson Learned: focus tests on areas with big potential
Look for high-potential tests 
Senate Calls House Calls 
Opened email 19% 13% 
Clicked link 22% 25% 
Entered zip 
code 
38% 
Call report 28% 24% 
Conversion 0.4% 0.8% 
Removing a step from the funnel doubled conversion 
Lesson Learned: Good tests are a big change in a high potential area.
Original: Donate as a Header Link
Variation: Red Button
Result: nothing significant learned 
Testing “we need a red button like Obama’s” isn’t worthwhile 
Lesson Learned: Good tests are about your audience, not someone else’s.
Original: plain signup box
Variation: social proof
Results: plain beats messy social proof 
Lesson learned: clarity in tests mean clarity in results.
“opens” “clicks” “donates” “signups” “visits” “eyeballs” “the list” 
are all real people 
Lesson learned: count the cost of web marketer tricks.
Lessons Learned 
1. Optimize the whole pathway. 
2. Test theories of human behavior. 
3. Focus on the bottom line. 
4. Test areas with big potential. 
5. Tests big changes. 
6. Tests ideas about your audience, not someone else’s. 
7. Clarity in testing means clarity in results. 
8. Count the cost of web marketer tricks.
@inathanael 
www.inathanael.com

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8 Lessons Learned from A Year of Online Optimization (Fundraising, Politics)

Editor's Notes

  1. Baseball. Manufacturing: Six Sigma. Continuous improvement.
  2. What is a funnel? 3 steps (things you can do): open, click, donate. A decreasing % of the whole does each step.
  3. Pick one: open or click or donate.
  4. Motivational pathway delivered 126% improvement at 100% statistical significance.
  5. Even though 12% fewer donated, they gave 30% more, thus the variation won in terms of revenue.
  6. You need full-stack optimization. Data from email, website, forms, and CRM must be integrated in a reportable way.
  7. Test concept: are people more likely to want to donate or contribute?
  8. Test concept: social proof for signups. Notice the confusion in the variation—three calls to action.
  9. But the CTAs are a mess.
  10. Don’t forget that the # of “opened,” “clicked,” or “donated” represents people.
  11. Thanks!