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Digital Planning 
Understanding the path to conversion.
Agenda 
● Evaluating Platforms 
● Setting Goals 
● Measurement 
● Path to Conversion
Evaluating Platforms 
Understand the client’s platforms: desktop, mobile, social and apps 
What is each used for? 
● Informational 
● Lead Generation 
● Engagement 
● Promotional Incentives 
● Direct Bookings/Sales 
How does each one vary from the other?
Setting Goals 
What does the client say their goals are? 
Are those the real or best goals? 
Are the client’s platforms currently designed to achieve these goals? 
What is the competition doing in the digital space?
What is the result? 
Click-throughs are 
not measured since 
there is no call to 
action. 
Audience reach is 
the main 
measurement of 
success. 
Goal: Brand Awareness 
What does this mean? 
“I want the most users 
to see my ads as 
possible. I am not 
concerned with any 
actions taken after the 
impression.” 
How is it measured? 
● Impressions 
● Preroll views 
● Completions
Goal: Brand Awareness
Goal: Drive Traffic 
What does this mean? 
“I want users to visit a 
specific page.” 
How is it measured? 
● Ad click-throughs 
● Unique visitors 
● Page views 
● Time spent 
What is the result? 
Users view specific 
content. 
Advertiser knows how 
many users viewed 
that content and how 
long they viewed the 
content.
Goal: Drive Traffic
Goal: Conversions 
What does this mean? 
“I want the user to take 
a specific action.” 
How is it measured? 
● Downloads 
● Sales in platform 
● Promo code 
redemption 
● Reservations 
● New sign-ups 
What is the result? 
There is a call-to-action 
that tells the 
users what action to 
take. 
The advertiser can 
directly track the ROI 
of the advertising 
spend.
Goal: Conversions
Goal: Conversions
Goal: Conversions 
Very reliant on the landing page content. 
Unless we are able to optimize the conversion point, 
we can only be held accountable for driving traffic.
Path to Conversion 
Ad Landing 
Page Conversion
Path to Conversion 
Ad Landing 
Page Email Facebook Landing 
Search Page Conversion
Path to Conversion 
Call to Action Call to Action What are they 
searching for? 
Make it personal. Follow up 
on their 
previous intent. 
Acknowledge 
that you know 
who they are 
and what 
they’ve seen. 
Seal the deal 
Ad Landing 
Page Search Email Facebook Landing 
Page Conversion
Path to Conversion 
Ad Landing 
Page Email Facebook Landing 
Search Page Conversion 
Awareness: This is the first time the user comes 
in contact with the brand. By default, this ad 
accomplishes the goal of brand awareness.
Path to Conversion 
Ad Landing 
Page Email Facebook Landing 
Search Page Conversion 
Awareness: 
● Display 
● Pre-roll video 
● Facebook Ads 
● Twitter Ads 
● Native Ads
Example
Path to Conversion 
Ad Landing 
Page Email Facebook Landing 
Search Page Conversion 
Engagement: Once users arrive on a brand’s 
platform, they have engaged with the brand. 
They are consuming content and/or 
interacting with the platform.
Path to Conversion 
Ad Landing 
Page Search Email Facebook Landing 
Page Conversion 
Engagement: 
● Existing page 
● Custom landing page 
○ “Squeeze” page
Example
Path to Conversion 
Ad Landing 
Page Email Facebook Landing 
Search Page Conversion 
Research: At this point the user is looking for 
something. They are either comparing 
products or in search of something they cannot 
find.
Path to Conversion 
Ad Landing 
Page Email Facebook Landing 
Search Page Conversion 
Research: 
● SEM 
● Yelp Advertising 
● Foursquare Promote 
● SuperPages 
● TripAdvisor
Example
Example
Example
Path to Conversion 
Ad Landing 
Page Email Facebook Landing 
Search Page Conversion 
Introduction: If you are able to obtain a user’s 
email address, you can send an email to 
formally introduce your brand. This shows the 
user that they have been recognized as an 
individual. Make a personal invitation to take 
action.
Path to Conversion 
Ad Landing 
Page Email Facebook Landing 
Search Page Conversion 
Introduction: 
● Use first names 
● Welcome and Thank the user 
● Address content the user was interested in 
● Direct user to useful tools or information 
● Incentivize to complete transaction 
● Clear call-to-action button
Example
Path to Conversion 
Ad Landing 
Page Email Facebook Landing 
Search Page Conversion 
Re-engagement: Here you can reach the user 
again through retargeting, and include the 
context of the previous experience in the 
creative. Show specific products, events or 
services that were previously viewed.
Path to Conversion 
Ad Landing 
Page Email Facebook Landing 
Search Page Conversion 
Re-engagement: 
● Retarget website traffic from specific pages 
● Retarget Facebook fans
Only retarget your most 
qualified users. 
People who make it to a specific page 
○ Shopping cart 
○ Reservations 
○ Product page
Path to Conversion 
Ad Landing 
Page Email Facebook Landing 
Search Page Conversion 
Continue the Conversation: The user is 
returning, so you do not want to show them 
something they have already seen. Offer them 
a more compelling reason to convert, or take 
them back to where they left off.
Path to Conversion 
Ad Landing 
Page Email Facebook Landing 
Search Page Conversion 
Continue the Conversation: 
● “Welcome back” 
● “Did you also know” 
● “We won’t let you go again—10 free points 
for booking now”
Path to Conversion 
Ad Landing 
Page Email Facebook Landing 
Search Page Conversion 
Simple Conversion: Make it easy for the user to 
convert. Short sign up, intuitive checkout or 
easy to redeem offers. The action steps should 
be very clear and straightforward.
Path to Conversion 
Ad Landing 
Page Email Facebook Landing 
Search Page Conversion 
Simple Conversion: 
● Auto-fill with Facebook connect 
● Minimize steps 
● Require pertinent info only
Traditional
Digital
jarrett@rsq.com 
@jarrettmccraw 
linkedin.com/in/jarrettmccraw

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Digital Planning

  • 1. Digital Planning Understanding the path to conversion.
  • 2. Agenda ● Evaluating Platforms ● Setting Goals ● Measurement ● Path to Conversion
  • 3. Evaluating Platforms Understand the client’s platforms: desktop, mobile, social and apps What is each used for? ● Informational ● Lead Generation ● Engagement ● Promotional Incentives ● Direct Bookings/Sales How does each one vary from the other?
  • 4. Setting Goals What does the client say their goals are? Are those the real or best goals? Are the client’s platforms currently designed to achieve these goals? What is the competition doing in the digital space?
  • 5. What is the result? Click-throughs are not measured since there is no call to action. Audience reach is the main measurement of success. Goal: Brand Awareness What does this mean? “I want the most users to see my ads as possible. I am not concerned with any actions taken after the impression.” How is it measured? ● Impressions ● Preroll views ● Completions
  • 7. Goal: Drive Traffic What does this mean? “I want users to visit a specific page.” How is it measured? ● Ad click-throughs ● Unique visitors ● Page views ● Time spent What is the result? Users view specific content. Advertiser knows how many users viewed that content and how long they viewed the content.
  • 9. Goal: Conversions What does this mean? “I want the user to take a specific action.” How is it measured? ● Downloads ● Sales in platform ● Promo code redemption ● Reservations ● New sign-ups What is the result? There is a call-to-action that tells the users what action to take. The advertiser can directly track the ROI of the advertising spend.
  • 12. Goal: Conversions Very reliant on the landing page content. Unless we are able to optimize the conversion point, we can only be held accountable for driving traffic.
  • 13. Path to Conversion Ad Landing Page Conversion
  • 14. Path to Conversion Ad Landing Page Email Facebook Landing Search Page Conversion
  • 15. Path to Conversion Call to Action Call to Action What are they searching for? Make it personal. Follow up on their previous intent. Acknowledge that you know who they are and what they’ve seen. Seal the deal Ad Landing Page Search Email Facebook Landing Page Conversion
  • 16. Path to Conversion Ad Landing Page Email Facebook Landing Search Page Conversion Awareness: This is the first time the user comes in contact with the brand. By default, this ad accomplishes the goal of brand awareness.
  • 17. Path to Conversion Ad Landing Page Email Facebook Landing Search Page Conversion Awareness: ● Display ● Pre-roll video ● Facebook Ads ● Twitter Ads ● Native Ads
  • 19. Path to Conversion Ad Landing Page Email Facebook Landing Search Page Conversion Engagement: Once users arrive on a brand’s platform, they have engaged with the brand. They are consuming content and/or interacting with the platform.
  • 20. Path to Conversion Ad Landing Page Search Email Facebook Landing Page Conversion Engagement: ● Existing page ● Custom landing page ○ “Squeeze” page
  • 22. Path to Conversion Ad Landing Page Email Facebook Landing Search Page Conversion Research: At this point the user is looking for something. They are either comparing products or in search of something they cannot find.
  • 23. Path to Conversion Ad Landing Page Email Facebook Landing Search Page Conversion Research: ● SEM ● Yelp Advertising ● Foursquare Promote ● SuperPages ● TripAdvisor
  • 27. Path to Conversion Ad Landing Page Email Facebook Landing Search Page Conversion Introduction: If you are able to obtain a user’s email address, you can send an email to formally introduce your brand. This shows the user that they have been recognized as an individual. Make a personal invitation to take action.
  • 28. Path to Conversion Ad Landing Page Email Facebook Landing Search Page Conversion Introduction: ● Use first names ● Welcome and Thank the user ● Address content the user was interested in ● Direct user to useful tools or information ● Incentivize to complete transaction ● Clear call-to-action button
  • 30. Path to Conversion Ad Landing Page Email Facebook Landing Search Page Conversion Re-engagement: Here you can reach the user again through retargeting, and include the context of the previous experience in the creative. Show specific products, events or services that were previously viewed.
  • 31. Path to Conversion Ad Landing Page Email Facebook Landing Search Page Conversion Re-engagement: ● Retarget website traffic from specific pages ● Retarget Facebook fans
  • 32. Only retarget your most qualified users. People who make it to a specific page ○ Shopping cart ○ Reservations ○ Product page
  • 33. Path to Conversion Ad Landing Page Email Facebook Landing Search Page Conversion Continue the Conversation: The user is returning, so you do not want to show them something they have already seen. Offer them a more compelling reason to convert, or take them back to where they left off.
  • 34. Path to Conversion Ad Landing Page Email Facebook Landing Search Page Conversion Continue the Conversation: ● “Welcome back” ● “Did you also know” ● “We won’t let you go again—10 free points for booking now”
  • 35. Path to Conversion Ad Landing Page Email Facebook Landing Search Page Conversion Simple Conversion: Make it easy for the user to convert. Short sign up, intuitive checkout or easy to redeem offers. The action steps should be very clear and straightforward.
  • 36. Path to Conversion Ad Landing Page Email Facebook Landing Search Page Conversion Simple Conversion: ● Auto-fill with Facebook connect ● Minimize steps ● Require pertinent info only
  • 39.