Moving to a
Campaign Mindset
June 25, 2015
#CampaignMindset
Begin with the end in mind...where do you want to go?
One way communication “triggered” by an action
Multi directional communication strategy
Meet your road trip crew
Chris Scavo
Digital Marketing Strategist
Vivian Swertinski
Sr. Digital Marketing Strategist
Anniversary email process flow
Birthday email process flow
Donation Receipt
To be or not to be….trigger or campaign?
Triggers Campaigns
• Is the message initiated by activity?
• Will content differ based on subscriber action?
• Is there a nurture opportunity?
• Is a series of emails required?
Yes Yes
YesNo
YesNo
YesNo
Website activity
Constituent lifecycle
Engagement opportunities
Member action
Where do we
begin?
Plan the journey
Purpose
Target
Audience
MessageTimingTest Plan
Purpose
• Types of campaigns
• Welcome
• Event
• Nurture
• Membership renewal
• Re-engagement
• Win back
• Goals: Organizational and audience
Message
• Content that reflects the campaign goals
• Does each step “move” the subscriber along
• Relevant calls to action at each step
• Personalized content to drive engagement
Target Audience
• Know your audience
• Define the segment criteria
• Understand the journey your subscribers will take
Timing
• When does your audience act?
• When do you need your audience to act?
• Determine timing between touch points
• Think about frequency
• Pay attention to your marketing calendar
Test plan
• Test prior to your campaign to know what works
• Friendly From
• Subject Lines
• Day and Time
• Content elements
• Enhance your campaign plan
• Constantly evaluate performance
Campaign
Name
Email 1 Email 2 Email 3 Email 4
Purpose Invitation to
annual event
2nd Invitation Last Call Attendee
Information
Target
Audience
All active
Members
Non Openers Balance of
Non Openers &
Non Registrants
Registered
members
Message Network with your
peers!
Same message We will miss
you!
See you there!
Timing July 1st 2 weeks after
original
2 weeks after
resend
5 weeks after
invite
Test Plan Subject Line &
Friendly From
Winning
Elements
N/A N/A
Event Campaign
Campaign Analysis
Questions? Stay in touch!
experts@informz.com

Moving to a Campaign Mindset

Editor's Notes

  • #3 It’s finally summertime here in upstate New York and if you are like us….you may be ready for a road trip. Venturing into new territories can be exciting but also can be frustrating if you aren’t sure where you are going or how to get there. The same can be said for using new technology tools. You know it will make life easier in the end but you’re not sure how to get there. Today we are going to take you on a road trip to show you how to better engage with your audience using automated campaigns.
  • #4 I’m sure most of us are familiar with Triggered messages. Traditional triggered messages are similar to a one way road. Very useful and will get you where you need to go, but you are very limited on directions you can take.
  • #5 Automated campaigns on the other hand are more like highways. Customized for the journey you need to take with multiple on and off ramps depending on what direction you decide to take.
  • #7 Campaign or Trigger?
  • #9 Campaign or Trigger?
  • #11 What about this one?
  • #12 Is there a reason to follow up? Does a decision need to be made? Will content differ based off of subscriber action? Is this a nurture opportunity?
  • #13 What do you want to respond to? Prospects – Download, registration, event attendance Constituents – member lifecycle campaigns (welcome, nurture,
  • #14 Automation review just prior to Q&A
  • #16 Automation review just prior to Q&A
  • #21 Um, I think we should talk about testing
  • #22 Automation review just prior to Q&A
  • #23 Here we see an example of a campaign flow. This is for an upcoming event and illustrates how automated campaigns can make decisions not only based on simple email metrics, but actions taken such as visiting a specific web page or registering for an event.
  • #24 Campaign analysis. Pay attention to the overall performance.
  • #25 Using a new tool in an old way is not efficient. Will it get the job done? Probably. Campaign automation is not simply about utilizing a new tool, it is about utilizing a new mindset. Once you understand the power that automating campaigns holds, you will be amazed at how many different directions your road truly can go.