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Email Marketing
Tips, Tricks and Results
Heather Marsh
Director of Digital Marketing, ABD Direct
Email Planning
 Create Your Plan
◦ Messaging Mix
 Balance of Advocacy, Stewardship and Solicitation
◦ Build in Testing
◦ Control Messaging Quantity
◦ Create a Production Schedule
Email Planning
 Sample Production Schedule
Send
out date
Message
Draft copy
due
Copy review
due
Final copy
due
Materials
Sent For
Production
Email Tests
Due
Email Edits
Due
Final Tests
Due
Approval
Needed
15-Jan January Appeal 1 – Prospects 12/28/2012 12/30/2012 1/1/2013 1/3/2013 1/5/2013 1/7/2013 1/9/2013 1/11/2013
15-Jan January Appeal 1 - Members 12/28/2012 12/30/2012 1/1/2013 1/3/2013 1/5/2013 1/7/2013 1/9/2013 1/11/2013
15-Jan January Appeal 1 - Stewards 12/28/2012 12/30/2012 1/1/2013 1/3/2013 1/5/2013 1/7/2013 1/9/2013 1/11/2013
22-Jan Wild Alert 1/4/2013 1/6/2013 1/8/2013 1/10/2013 1/12/2013 1/14/2013 1/16/2013 1/18/2013
30-Jan January Appeal 2 - Prospects 1/12/2013 1/14/2013 1/16/2013 1/18/2013 1/20/2013 1/22/2013 1/24/2013 1/26/2013
30-Jan January Appeal 2 - Members 1/12/2013 1/14/2013 1/16/2013 1/18/2013 1/20/2013 1/22/2013 1/24/2013 1/26/2013
Develop Best Practices
 Email Testing
◦ What to Test
◦ How to Test
◦ Why to Test
Develop Best Practices
 Testing Goals
◦ Improve Open Rate
 From Line
 Subject Line
 Unique Characters
 Day and Time
Best Time to Send Emails
Best Time to Send Emails
When They Are Not.
Develop Best Practices
 Testing Goals
◦ Click Through Rate
 Call To Action
 Buttons
 Copy
 Pictures, Graphics
Develop Best Practices
 Testing Goals
◦ Response Rate, Average Gift, Revenue
 Ask String
◦ Descending vs. Ascending
◦ Dynamic vs. Static
◦ Open Text Box
 Copy
◦ Short Form vs. Long Form
 Graphics, Photos
◦ Square/Horizontal
◦ None
◦ Very Little Copy/Large Image CTA
From Lines – What Won?
 The Wilderness Society
 Jamie Williams, The Wilderness Society +7%
From Lines – What Won?
 Jamie Williams, The Wilderness Society
 Jamie Williams +4%
However, revenue declined by 37%
Call to Action – What Won?
CTR +12%, Revenue -22%
Call to Action – What Won?
CTR +34%, Revenue +141%
Email Management
 Test in “Real Life”
◦ Be a Donor, Prospect, Activist
◦ Challenge Your System’s Boundaries
◦ Track Results
◦ Monitor Competitors, Industry Leaders
Sustainers!
Website Conversion
5%
Email Conversion
4%
Email Invite
+3%
Intercept
2%
Intercept
 Intercept Details
◦ Low and High Dollar Thresholds
◦ What’s the Ask?
◦ Where and How Will the Upgrade be Displayed?
◦ What Happens When the User Tries to
Close the Popup?
◦ Focus on Reducing Form Abandonment
Upgrades
3% RR
+$3.40 Avg Gift
Current Sustainers
 Communications?
◦ Advocacy
◦ Stewardship/Cultivation
◦ Surveys
◦ Monthly Transaction Acknowledgements
◦ Additional One-Time Asks
Lapsed Sustainers
 Lapsed Recapture
◦ Monthly Declined Transaction Emails
◦ TM Calling
◦ Additional Email Invites
 Pre-Lapsed Program
Questions

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Digital 201: Email Marketing

  • 2. Heather Marsh Director of Digital Marketing, ABD Direct
  • 3. Email Planning  Create Your Plan ◦ Messaging Mix  Balance of Advocacy, Stewardship and Solicitation ◦ Build in Testing ◦ Control Messaging Quantity ◦ Create a Production Schedule
  • 4.
  • 5. Email Planning  Sample Production Schedule Send out date Message Draft copy due Copy review due Final copy due Materials Sent For Production Email Tests Due Email Edits Due Final Tests Due Approval Needed 15-Jan January Appeal 1 – Prospects 12/28/2012 12/30/2012 1/1/2013 1/3/2013 1/5/2013 1/7/2013 1/9/2013 1/11/2013 15-Jan January Appeal 1 - Members 12/28/2012 12/30/2012 1/1/2013 1/3/2013 1/5/2013 1/7/2013 1/9/2013 1/11/2013 15-Jan January Appeal 1 - Stewards 12/28/2012 12/30/2012 1/1/2013 1/3/2013 1/5/2013 1/7/2013 1/9/2013 1/11/2013 22-Jan Wild Alert 1/4/2013 1/6/2013 1/8/2013 1/10/2013 1/12/2013 1/14/2013 1/16/2013 1/18/2013 30-Jan January Appeal 2 - Prospects 1/12/2013 1/14/2013 1/16/2013 1/18/2013 1/20/2013 1/22/2013 1/24/2013 1/26/2013 30-Jan January Appeal 2 - Members 1/12/2013 1/14/2013 1/16/2013 1/18/2013 1/20/2013 1/22/2013 1/24/2013 1/26/2013
  • 6. Develop Best Practices  Email Testing ◦ What to Test ◦ How to Test ◦ Why to Test
  • 7. Develop Best Practices  Testing Goals ◦ Improve Open Rate  From Line  Subject Line  Unique Characters  Day and Time
  • 8. Best Time to Send Emails
  • 9. Best Time to Send Emails When They Are Not.
  • 10. Develop Best Practices  Testing Goals ◦ Click Through Rate  Call To Action  Buttons  Copy  Pictures, Graphics
  • 11. Develop Best Practices  Testing Goals ◦ Response Rate, Average Gift, Revenue  Ask String ◦ Descending vs. Ascending ◦ Dynamic vs. Static ◦ Open Text Box  Copy ◦ Short Form vs. Long Form  Graphics, Photos ◦ Square/Horizontal ◦ None ◦ Very Little Copy/Large Image CTA
  • 12. From Lines – What Won?  The Wilderness Society  Jamie Williams, The Wilderness Society +7%
  • 13. From Lines – What Won?  Jamie Williams, The Wilderness Society  Jamie Williams +4% However, revenue declined by 37%
  • 14. Call to Action – What Won? CTR +12%, Revenue -22%
  • 15. Call to Action – What Won? CTR +34%, Revenue +141%
  • 16. Email Management  Test in “Real Life” ◦ Be a Donor, Prospect, Activist ◦ Challenge Your System’s Boundaries ◦ Track Results ◦ Monitor Competitors, Industry Leaders
  • 22. Intercept  Intercept Details ◦ Low and High Dollar Thresholds ◦ What’s the Ask? ◦ Where and How Will the Upgrade be Displayed? ◦ What Happens When the User Tries to Close the Popup? ◦ Focus on Reducing Form Abandonment
  • 24. Current Sustainers  Communications? ◦ Advocacy ◦ Stewardship/Cultivation ◦ Surveys ◦ Monthly Transaction Acknowledgements ◦ Additional One-Time Asks
  • 25. Lapsed Sustainers  Lapsed Recapture ◦ Monthly Declined Transaction Emails ◦ TM Calling ◦ Additional Email Invites  Pre-Lapsed Program