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Designing and Managing
ABM Campaigns
Mat Rider: Global Director of Digital Marketing at MongoDB
Twitter: @mr_mat_rider & @MongoDB
LinkedIn: /in/matrider
Agenda
• Think about and segment target account lists
• Attract and engage accounts through digital channels
• Leverage offline tactics
Digital Technology Stack
Program Management Analytics
MarTech Tools
Top funnel: Audience targeting, ad testing, acquisition
Top funnel: Audience targeting, ad testing, acquisition
Top funnel: Audience targeting, ad testing, acquisition
Top funnel: Retargeting site visitors
Mid funnel: Landing page performance
Middle funnel: Measure lift from target accounts
Bottom funnel: Channel acquisition tracking
Bottom funnel: LinkedIn Nav. integration, bizible details
Think About and Segment Target
Account Lists
Think About Digital ABM Life Cycle
Sales
Targeting
Content
Reporting
Digital ABM Life Cycle Checklist
Sales Targeting Content Reporting
1. Talk with Sales
& Share the
plan
2. Identify Top
Targets
Together
3. Make sure to
have Sales’
buy-in so they
follow up
4. Setup check-ins
between
marketing &
sales
1. Build reporting
that auto
delivers leads
2. Place tracking
pixels on your
site
3. Set up multi
touch tracking
for campaigns
1. Identify user
pain points
2. Create
targeted
content
3. Build ads based
on targeted
audience
4. Test, Test,
Test
1. Leverage
current
database
2. Use tracking
pixels on site
3. Leverage
capabilities of
ad serving
platforms
4. Test, Test,
Test
Understand Your Target Audience
Starting Points
• Review site traffic
• Monitor organic engagement
• Look for online conversations
• Understand channel sentiment
Target Accounts Through Digital
Define your accounts
Facebook
Define your accounts
LinkedIn
Upload ContactsUpload Contacts
Engage Accounts Through
Content
Engage Accounts Through Digital
Form Fill Contact Us
Ad Landing Page Ad Landing Page
Engage Accounts Through Digital
Review the #s
Review Program Reports
#1 - Audience & Ad Performance
#2 - SALs & Velocity
#3 - Sales Feedback
Leverage Offline Tactics
Offline Options
Direct Message
(DM)
Email Events
1. Understand your
audience
2. Design nurture
programs based on
audience info
3. Create an
engagement plan
when conversations
start
4. Review data for
learnings
1. Design unique
programs for
leads/contacts from
digital programs
2. Identify the best
persona nurture
track for each digital
campaign
1. Leverage Top Target
lists to drive event
registration
2. Create a retargeting
nurture program from
the attendee list
3. Keep the offline
conversation going
online
Leveraging Offline Tactics - DM
Identify Message Results
1
ACCOUNT BASED MARKETING
Scott Sobers, VP ABM
2
OUR APPROACH
Strategic Account Based Marketing
• Personalized & tailored approach
Segment Based Marketing
• Demand Generation Campaigns (Campaign
selection based on contact & account criteria)
Ultimately, our ABM approach is to
“meet the customer where they are”
Strategy: Account Based Marketing approach leveraging modern practices and
technologies to evolve the role of marketing to reflect a stronger alignment with
sales objectives and customer needs
Strategic ABM
Segment Based
Marketing
Non-Target Accounts
3
REALITY & FOCUS
Going from this… …to…
…or this…
…is not easy!
4
GETTING STARTED – ABM STRATEGY1
HOW did we decide who gets…
• One-to-One
• One-to-Few
• One-to-Many ABM?
WHAT do we offer?
HOW & WHEN did we
scale?
WHAT are the
expectations?
PROCESSES and
TECHNOLOGY?
WHO is
involved?
5
ABM PROGRAM DELIVERABLES
ABM Kit Tier A
• Market intelligence + third party reports
• Target contact audit
• Personalized account based digital
marketing (banner ads, syndication)
• First of a kind, new and unique
• Customized collateral/collateral formatting
• Customized account focused campaigns
• Joint ABM Marketing Plan development
ABM Kit Tier B
• Market intelligence
• Target contact audit
• Targeted ABM solution focused digital
marketing (banner ads, syndication)
• Packaged campaigns
• Collateral formatting and enhancement
2
6
EXAMPLES
3
7
ABM What’s Working: Custom Content
8
ABM What’s Working: Web Personalization
9
ABM What’s Working Example: Direct Mail
Art of Analytics
How to create awareness
and connect with key
execs?
Take an old school
approach, direct mail! Book
mailing to targeted
executives. [integrated
approach, of course!]
10
ABM What’s Working Example: Social
Social
Social post on LinkedIn: +2K in 2 weeks
and 44 likes.
“Of the likes, one was from [name], an
SVP @ XYZ company… there were 18
views from people at XYZ, and 11
views from ABC. And 62 views from
people with the title CEO/Executive
Director.” – TD Consulting Director
1111

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Designing and Managing Campaigns

  • 1. Designing and Managing ABM Campaigns Mat Rider: Global Director of Digital Marketing at MongoDB Twitter: @mr_mat_rider & @MongoDB LinkedIn: /in/matrider
  • 2. Agenda • Think about and segment target account lists • Attract and engage accounts through digital channels • Leverage offline tactics
  • 3. Digital Technology Stack Program Management Analytics
  • 4. MarTech Tools Top funnel: Audience targeting, ad testing, acquisition Top funnel: Audience targeting, ad testing, acquisition Top funnel: Audience targeting, ad testing, acquisition Top funnel: Retargeting site visitors Mid funnel: Landing page performance Middle funnel: Measure lift from target accounts Bottom funnel: Channel acquisition tracking Bottom funnel: LinkedIn Nav. integration, bizible details
  • 5. Think About and Segment Target Account Lists
  • 6. Think About Digital ABM Life Cycle Sales Targeting Content Reporting
  • 7. Digital ABM Life Cycle Checklist Sales Targeting Content Reporting 1. Talk with Sales & Share the plan 2. Identify Top Targets Together 3. Make sure to have Sales’ buy-in so they follow up 4. Setup check-ins between marketing & sales 1. Build reporting that auto delivers leads 2. Place tracking pixels on your site 3. Set up multi touch tracking for campaigns 1. Identify user pain points 2. Create targeted content 3. Build ads based on targeted audience 4. Test, Test, Test 1. Leverage current database 2. Use tracking pixels on site 3. Leverage capabilities of ad serving platforms 4. Test, Test, Test
  • 8. Understand Your Target Audience Starting Points • Review site traffic • Monitor organic engagement • Look for online conversations • Understand channel sentiment
  • 9. Target Accounts Through Digital Define your accounts Facebook Define your accounts LinkedIn Upload ContactsUpload Contacts
  • 11. Engage Accounts Through Digital Form Fill Contact Us Ad Landing Page Ad Landing Page
  • 14. Review Program Reports #1 - Audience & Ad Performance #2 - SALs & Velocity #3 - Sales Feedback
  • 16. Offline Options Direct Message (DM) Email Events 1. Understand your audience 2. Design nurture programs based on audience info 3. Create an engagement plan when conversations start 4. Review data for learnings 1. Design unique programs for leads/contacts from digital programs 2. Identify the best persona nurture track for each digital campaign 1. Leverage Top Target lists to drive event registration 2. Create a retargeting nurture program from the attendee list 3. Keep the offline conversation going online
  • 17. Leveraging Offline Tactics - DM Identify Message Results
  • 18.
  • 20. 2 OUR APPROACH Strategic Account Based Marketing • Personalized & tailored approach Segment Based Marketing • Demand Generation Campaigns (Campaign selection based on contact & account criteria) Ultimately, our ABM approach is to “meet the customer where they are” Strategy: Account Based Marketing approach leveraging modern practices and technologies to evolve the role of marketing to reflect a stronger alignment with sales objectives and customer needs Strategic ABM Segment Based Marketing Non-Target Accounts
  • 21. 3 REALITY & FOCUS Going from this… …to… …or this… …is not easy!
  • 22. 4 GETTING STARTED – ABM STRATEGY1 HOW did we decide who gets… • One-to-One • One-to-Few • One-to-Many ABM? WHAT do we offer? HOW & WHEN did we scale? WHAT are the expectations? PROCESSES and TECHNOLOGY? WHO is involved?
  • 23. 5 ABM PROGRAM DELIVERABLES ABM Kit Tier A • Market intelligence + third party reports • Target contact audit • Personalized account based digital marketing (banner ads, syndication) • First of a kind, new and unique • Customized collateral/collateral formatting • Customized account focused campaigns • Joint ABM Marketing Plan development ABM Kit Tier B • Market intelligence • Target contact audit • Targeted ABM solution focused digital marketing (banner ads, syndication) • Packaged campaigns • Collateral formatting and enhancement 2
  • 25. 7 ABM What’s Working: Custom Content
  • 26. 8 ABM What’s Working: Web Personalization
  • 27. 9 ABM What’s Working Example: Direct Mail Art of Analytics How to create awareness and connect with key execs? Take an old school approach, direct mail! Book mailing to targeted executives. [integrated approach, of course!]
  • 28. 10 ABM What’s Working Example: Social Social Social post on LinkedIn: +2K in 2 weeks and 44 likes. “Of the likes, one was from [name], an SVP @ XYZ company… there were 18 views from people at XYZ, and 11 views from ABC. And 62 views from people with the title CEO/Executive Director.” – TD Consulting Director
  • 29. 1111