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Data | Operations | Insight



Case study: Contact strategy
boosts response and limits opt-out
                           The diminishing effectiveness of ongoing conference marketing
                           activities lead a well known IT conference producer to adopt an
                           analytics-lead approach to data segmentation and sourcing.
                           Conversion rates rose whilst costs and opt-outs fell, ensuring the
                           ongoing value of the marketing database.

                           Profile: Business-to-business IT conferences organiser with a portfolio
                           of nearly 20 two and three day events in Europe.

                           Objective: improve response rates to audience acquisition direct
                           marketing activity (print direct mail and email) and reduce opt-out and
       “The                disengagement from marketing activity.

   diminishing             Situation: The diminishing effectiveness of direct marketing activity
                           was impacting the ability to grow conference attendance and support a
effectiveness of           programme of new conference launches. Despite the specialist nature
                           of each conference, a range of topics are covered which appeal to
direct marketing           different IT and business roles. This diversity meant that different
                           aspects of the conferences needed to be highlighted with each group.
  activity was
 impacting the             What happened: Working with the conference marketing and
                           programme (event content) managers, a clear understanding of
 ability to grow           delegate profiles was developed. This was based on the “tracks” or
                           content themes of each conference, together with job roles, titles,
   conference              seniority, business issues, stated preferences and past behaviour of
                           potential delegates.
  attendance”
                           Utilising a combination of this information, consumption and usage of
                           other research products and information collected during marketing
                           interactions, a propensity model was created. This guided the
                           development of suitable segmentations for each conference together
                           with selection criteria for external data acquisition and the existing
                           marketing database.

                           Adopting a statistically lead approach ensured the necessary rigour of
                           both the segmentation itself and also the identification of external data.
                           This enabled data acquisition to move beyond simple job title and
                           industry selections to geography, growth profile and other parameters.
                           In addition, estimates of likelihood to convert for the different segments
                           greatly refined the allocation of marketing budget and event capacity
                           planning.

                           Additionally, a strategy, linked to opt-out requests, was implemented to
                           encourage prospects to provide more information about their
                           preferences, allowing prospects to manage their own communication


solutions@percassity.com             percassity.com                            +44 (0)20 7193 7682
Case study: Contact strategy                                              Percassity Marketing Data Solutions

experience, rather than opting-out completely. This included the option
to receive no further information about a particular conference, whilst
continuing to receive information on future and alternative
events.
                                                               Percassity Marketing Data
“Operational” implementation of the segmentation was           Solutions
crucial, with each conference campaign consisting of as
many as ten touches over a 3-5 month period. Utilising         Percassity Marketing Data Solutions is a
cohort management functionality within the campaign            marketing data strategy and marketing
system, individuals were assigned to segments, providing       operations consultancy. Adopting advisory
the ability to readily extract lists with the necessary        and implementation roles, Percassity
segment flags for campaign execution.                          addresses challenges such as identifying
                                                               the right prospects, labour intensive
The segmentations were then used to drive the content of       campaign execution, sales disengagement
marketing communications, with customised content and          and measuring marketing results.
touch tempo appropriate to each group. This meant that an      The company’s skills span marketing data
individual having previously indicated that customer           management, marketing automation, lead
relationship management was a business priority, or having     management, analytics and contact strategy
purchased research on data quality, would be selected for      development.
the associated conferences. Furthermore, the profile of
each individual was then used to highlight specific content.   Whether meeting a specific consultancy
This could mean strategic considerations being highlighted     requirement or fulfilling an ongoing role,
to a CIO whilst a business analyst would be directed to        we're equally comfortable augmenting your
more practical implementation content.                         existing database marketing or marketing
                                                               operations team as acting in an outsourced
Sales activity was also driven by the segmentations; high      capacity where this resource does not
value prospects were invited to one-on-one sessions, VIP       already exist.
events or passed to sales teams. Finally, earlier behaviour,                             With nearly
such as having previously attended the same event, a                                     four decades
similar event or never having attended an event was taken                                decades of
into account.                                                                            experience at
                                                                                         some of the
Outcome: Marketing communications became significantly                                   world's
more targeted to individual recipients. Response and                                     leading
conversion rates improved, data acquisition and marketing      agencies and bluechip organisations,
communications costs declined, and opt-out rates were          Percassity founders Simon Daniels and
slashed. Incorporating declared interests, related product     Charles Eaton-Hennah know the
consumption and past behaviour, it was possible for            challenges faced by marketing teams.
messaging to be more relevant to recipients, a key driver of
response.                                                      www.percassity.com

Intrinsic to the success of this approach was coupling the
programme activity with the necessary operational capability to execute
and track multi-segment activity, particularly with regards to email                   © 2010 Percassity Marketing
marketing activity                                                                             Data Solutions Ltd.




                                                                  Data | Operations | Insight
  Percassity Marketing Data Solutions Ltd, Suite 27 | 61 Praed Street | London | W2 1NS | United Kingdom


solutions@percassity.com                                   percassity.com               +44 (0)20 7193 7682

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Contact strategy boosts response and limits opt-out

  • 1. Data | Operations | Insight Case study: Contact strategy boosts response and limits opt-out The diminishing effectiveness of ongoing conference marketing activities lead a well known IT conference producer to adopt an analytics-lead approach to data segmentation and sourcing. Conversion rates rose whilst costs and opt-outs fell, ensuring the ongoing value of the marketing database. Profile: Business-to-business IT conferences organiser with a portfolio of nearly 20 two and three day events in Europe. Objective: improve response rates to audience acquisition direct marketing activity (print direct mail and email) and reduce opt-out and “The disengagement from marketing activity. diminishing Situation: The diminishing effectiveness of direct marketing activity was impacting the ability to grow conference attendance and support a effectiveness of programme of new conference launches. Despite the specialist nature of each conference, a range of topics are covered which appeal to direct marketing different IT and business roles. This diversity meant that different aspects of the conferences needed to be highlighted with each group. activity was impacting the What happened: Working with the conference marketing and programme (event content) managers, a clear understanding of ability to grow delegate profiles was developed. This was based on the “tracks” or content themes of each conference, together with job roles, titles, conference seniority, business issues, stated preferences and past behaviour of potential delegates. attendance” Utilising a combination of this information, consumption and usage of other research products and information collected during marketing interactions, a propensity model was created. This guided the development of suitable segmentations for each conference together with selection criteria for external data acquisition and the existing marketing database. Adopting a statistically lead approach ensured the necessary rigour of both the segmentation itself and also the identification of external data. This enabled data acquisition to move beyond simple job title and industry selections to geography, growth profile and other parameters. In addition, estimates of likelihood to convert for the different segments greatly refined the allocation of marketing budget and event capacity planning. Additionally, a strategy, linked to opt-out requests, was implemented to encourage prospects to provide more information about their preferences, allowing prospects to manage their own communication solutions@percassity.com percassity.com +44 (0)20 7193 7682
  • 2. Case study: Contact strategy Percassity Marketing Data Solutions experience, rather than opting-out completely. This included the option to receive no further information about a particular conference, whilst continuing to receive information on future and alternative events. Percassity Marketing Data “Operational” implementation of the segmentation was Solutions crucial, with each conference campaign consisting of as many as ten touches over a 3-5 month period. Utilising Percassity Marketing Data Solutions is a cohort management functionality within the campaign marketing data strategy and marketing system, individuals were assigned to segments, providing operations consultancy. Adopting advisory the ability to readily extract lists with the necessary and implementation roles, Percassity segment flags for campaign execution. addresses challenges such as identifying the right prospects, labour intensive The segmentations were then used to drive the content of campaign execution, sales disengagement marketing communications, with customised content and and measuring marketing results. touch tempo appropriate to each group. This meant that an The company’s skills span marketing data individual having previously indicated that customer management, marketing automation, lead relationship management was a business priority, or having management, analytics and contact strategy purchased research on data quality, would be selected for development. the associated conferences. Furthermore, the profile of each individual was then used to highlight specific content. Whether meeting a specific consultancy This could mean strategic considerations being highlighted requirement or fulfilling an ongoing role, to a CIO whilst a business analyst would be directed to we're equally comfortable augmenting your more practical implementation content. existing database marketing or marketing operations team as acting in an outsourced Sales activity was also driven by the segmentations; high capacity where this resource does not value prospects were invited to one-on-one sessions, VIP already exist. events or passed to sales teams. Finally, earlier behaviour, With nearly such as having previously attended the same event, a four decades similar event or never having attended an event was taken decades of into account. experience at some of the Outcome: Marketing communications became significantly world's more targeted to individual recipients. Response and leading conversion rates improved, data acquisition and marketing agencies and bluechip organisations, communications costs declined, and opt-out rates were Percassity founders Simon Daniels and slashed. Incorporating declared interests, related product Charles Eaton-Hennah know the consumption and past behaviour, it was possible for challenges faced by marketing teams. messaging to be more relevant to recipients, a key driver of response. www.percassity.com Intrinsic to the success of this approach was coupling the programme activity with the necessary operational capability to execute and track multi-segment activity, particularly with regards to email © 2010 Percassity Marketing marketing activity Data Solutions Ltd. Data | Operations | Insight Percassity Marketing Data Solutions Ltd, Suite 27 | 61 Praed Street | London | W2 1NS | United Kingdom solutions@percassity.com percassity.com +44 (0)20 7193 7682