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Don’t become
your subscriber’s nightmare
by Václav Radoň & Matěj Zima
#CD22
Working with SFMC (Salesforce
Marketing Cloud) 5+ years
Focus on improving the lives of
marketers and clients
Václav Radoň
Associate Manager
#CD22
Working with SFMC (Salesforce
Marketing Cloud) 3 years
5+ years' experience in Marketing
Automation and Email Marketing
Matěj Zima
Salesforce Consultant
#CD22
Do you want this to be your customer?
Stop carpet bombing your customers
#CD22
How many emails a week are ok? How many are too many?
Stop carpet bombing your customers
3 emails?
5 emails?
More???
Source: reallygoodemails.com
First of all, not all emails are equal.
#CD22
The answer depends.
It depends on many things: your communication strategy, your brand, your customer's life cycle but first and foremost, on
the email itself. So again, not all emails are equal.
Stop carpet bombing your customers
#CD22
The answer depends.
It depends on many things: your communication strategy, your brand, your customer's life cycle but first and foremost, on
the email itself. So again, not all emails are equal.
Stop carpet bombing your customers
Source: reallygoodemails.com
#CD22
The answer depends.
It depends on many things: your communication strategy, your brand, your customer's life cycle but first and foremost, on
the email itself. So again, not all emails are equal.
Stop carpet bombing your customers
Source: reallygoodemails.com
#CD22
The answer depends.
It depends on many things: your communication strategy, your brand, your customer's life cycle but first and foremost, on
the email itself. So again, not all emails are equal.
Stop carpet bombing your customers
Source: reallygoodemails.com
#CD22
The answer depends.
It depends on many things: your communication strategy, your brand, your customer's life cycle but first and foremost, on
the email itself. So again, not all emails are equal.
Stop carpet bombing your customers
Source: reallygoodemails.com
#CD22
...Google Ads has frequency capping for years now, so why your email campaigns
don’t?
Stop carpet bombing your customers
#CD22
We say categorize your emails and score them.
Stop carpet bombing your customers
%%[
VAR @category, @score, @timestamp
SET @category = 'newsletter'
SET @score = Lookup('category_scores', 'score', 'category', @category)
SET @timestamp = Now()
UpsertDE('Sent_emails_per_category', 2, 'subscriberkey', _subscriberkey, 'timestamp',
@timestamp, 'category', @category, 'score', @score)
]%%
Category Score
cart 1
newsletter 3
sale 5
DataExtension: category_scores
#CD22
Then calculate "Saturation score" for each Subscriber
Stop carpet bombing your customers
SELECT
SubscriberKey
, SUM(score) AS saturationScore
FROM sent_emails_per_category
WHERE
timestamp >= DATEADD(DAY, -7, GETDATE())
GROUP BY SubscriberKey
#CD22
Find eligible contacts for one more send in each category
Stop carpet bombing your customers
Category Score
cart 1
newsletter 3
sale 5
DataExtension: category_scores
SELECT
SubscriberKey
, CASE
WHEN saturationScore + 3 < 20 THEN 'true'
ELSE 'false'
END AS nwl_eligible
FROM saturation_score_last7days
#CD22
Find eligible contacts for one more send in each category
Stop carpet bombing your customers
Category Score
cart 1
newsletter 3
sale 5
DataExtension: category_scores
SELECT
SubscriberKey
, CASE
WHEN saturationScore + 3 < 20 THEN 'true'
ELSE 'false'
END AS nwl_eligible
FROM saturation_score_last7days
22
Customer Tom
#CD22
Find eligible contacts for one more send in each category
Stop carpet bombing your customers
Category Score
cart 1
newsletter 3
sale 5
DataExtension: category_scores
SELECT
SubscriberKey
, CASE
WHEN saturationScore + 3 < 20 THEN 'true'
ELSE 'false'
END AS nwl_eligible
FROM saturation_score_last7days
22
17
Customer Tom
Customer Anna
#CD22
Send only to eligible contacts
Stop carpet bombing your customers
#CD22
Send only to eligible contacts
Stop carpet bombing your customers
Check before each email send
in the journey. Or not.
Depends on each email.
#CD22
Our way is not the only way. Here are some of the others...
Stop carpet bombing your customers
Count number of emails in XY days
Calculate time since last email
Use Einstein Engagement Frequency
#CD22
Reduce unwanted communication
Source: litmus.com
#CD22
Even the lazy customer can
now easily unsubscribe from
your emails
Reduce unwanted communication
Source: litmus.com
#CD22
Know your customers better than they
know themself
Reduce unwanted communication
Select the preferences on behalf of
your customer
#CD22
1. Filter the customers with no interest in specific communication
category
2. Unsubscribe them from the category
3. Provide them a way how to undo
Reduce unwanted communication
#CD22
Filter the customers with low interest in
specific communication category (for
example doesn’t open any email in the
last 90 days)
Reduce unwanted communication
SELECT
sub.SubscriberKey
, 'True' AS [newsletter_exclusion]
, GETDATE() AS [newsletter_date]
, 'Unengaged' AS [newsletter_reason]
FROM _subscribers sub
INNER JOIN _sent sen
ON sub.SubscriberID = sen.SubscriberID
LEFT JOIN (SELECT
SubscriberID
, COUNT(SubscriberKey) AS opens
FROM _open
GROUP BY SubscriberID
) op
ON sub.SubscriberID = op.SubscriberID
INNER JOIN _job j
ON sen.JobID = j.JobID
WHERE
op.opens > 0
AND j.EmailName LIKE 'NEW_%’
AND j.SchedTime >= DATEADD(day,-90, GETDATE())
Note: You can use clicks instead as opens are
not always reliable
#CD22
Unsubscribe them from
the category
Reduce unwanted communication
#CD22
Provide them a way how to undo
Reduce unwanted communication
#CD22
● Prevent of global unsubscribes
● Save cost (reduce supermessages)
● Improve the brand image
Reduce unwanted communication
#CD22
Clean up your campaigns
#CD22
● Feasibility of the campaign - control group without campaign
○ Are you using discount codes in your email? Do you know if they work?
○ Is it really the Abandonment cart email, that got your customers to finish their order?
● Always measure performance against set business goals
○ Conversion rate, time spent on page, adoption of new feature, NOT Open rate
Clean up your campaigns
#CD22
● Upgrade instead of create 100 new campaigns
○ Which is better: 1 perfectly performing campaign or 5 campaigns with 20 %
unsubscribe rate?
● A/B test the hell out of it
○ Measure and evaluate performance, come up with improvements, test, repeat.
Clean up your campaigns
#CD22
Did you disagree with us? That's fair.
Stop by at Accenture booth and discuss!
Let's talk
Thank you! #CD22

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Don’t become your subscriber’s nightmare, Václav Radoň & Matěj Zima

  • 1. Don’t become your subscriber’s nightmare by Václav Radoň & Matěj Zima
  • 2. #CD22 Working with SFMC (Salesforce Marketing Cloud) 5+ years Focus on improving the lives of marketers and clients Václav Radoň Associate Manager
  • 3. #CD22 Working with SFMC (Salesforce Marketing Cloud) 3 years 5+ years' experience in Marketing Automation and Email Marketing Matěj Zima Salesforce Consultant
  • 4. #CD22 Do you want this to be your customer? Stop carpet bombing your customers
  • 5. #CD22 How many emails a week are ok? How many are too many? Stop carpet bombing your customers 3 emails? 5 emails? More??? Source: reallygoodemails.com First of all, not all emails are equal.
  • 6. #CD22 The answer depends. It depends on many things: your communication strategy, your brand, your customer's life cycle but first and foremost, on the email itself. So again, not all emails are equal. Stop carpet bombing your customers
  • 7. #CD22 The answer depends. It depends on many things: your communication strategy, your brand, your customer's life cycle but first and foremost, on the email itself. So again, not all emails are equal. Stop carpet bombing your customers Source: reallygoodemails.com
  • 8. #CD22 The answer depends. It depends on many things: your communication strategy, your brand, your customer's life cycle but first and foremost, on the email itself. So again, not all emails are equal. Stop carpet bombing your customers Source: reallygoodemails.com
  • 9. #CD22 The answer depends. It depends on many things: your communication strategy, your brand, your customer's life cycle but first and foremost, on the email itself. So again, not all emails are equal. Stop carpet bombing your customers Source: reallygoodemails.com
  • 10. #CD22 The answer depends. It depends on many things: your communication strategy, your brand, your customer's life cycle but first and foremost, on the email itself. So again, not all emails are equal. Stop carpet bombing your customers Source: reallygoodemails.com
  • 11. #CD22 ...Google Ads has frequency capping for years now, so why your email campaigns don’t? Stop carpet bombing your customers
  • 12. #CD22 We say categorize your emails and score them. Stop carpet bombing your customers %%[ VAR @category, @score, @timestamp SET @category = 'newsletter' SET @score = Lookup('category_scores', 'score', 'category', @category) SET @timestamp = Now() UpsertDE('Sent_emails_per_category', 2, 'subscriberkey', _subscriberkey, 'timestamp', @timestamp, 'category', @category, 'score', @score) ]%% Category Score cart 1 newsletter 3 sale 5 DataExtension: category_scores
  • 13. #CD22 Then calculate "Saturation score" for each Subscriber Stop carpet bombing your customers SELECT SubscriberKey , SUM(score) AS saturationScore FROM sent_emails_per_category WHERE timestamp >= DATEADD(DAY, -7, GETDATE()) GROUP BY SubscriberKey
  • 14. #CD22 Find eligible contacts for one more send in each category Stop carpet bombing your customers Category Score cart 1 newsletter 3 sale 5 DataExtension: category_scores SELECT SubscriberKey , CASE WHEN saturationScore + 3 < 20 THEN 'true' ELSE 'false' END AS nwl_eligible FROM saturation_score_last7days
  • 15. #CD22 Find eligible contacts for one more send in each category Stop carpet bombing your customers Category Score cart 1 newsletter 3 sale 5 DataExtension: category_scores SELECT SubscriberKey , CASE WHEN saturationScore + 3 < 20 THEN 'true' ELSE 'false' END AS nwl_eligible FROM saturation_score_last7days 22 Customer Tom
  • 16. #CD22 Find eligible contacts for one more send in each category Stop carpet bombing your customers Category Score cart 1 newsletter 3 sale 5 DataExtension: category_scores SELECT SubscriberKey , CASE WHEN saturationScore + 3 < 20 THEN 'true' ELSE 'false' END AS nwl_eligible FROM saturation_score_last7days 22 17 Customer Tom Customer Anna
  • 17. #CD22 Send only to eligible contacts Stop carpet bombing your customers
  • 18. #CD22 Send only to eligible contacts Stop carpet bombing your customers Check before each email send in the journey. Or not. Depends on each email.
  • 19. #CD22 Our way is not the only way. Here are some of the others... Stop carpet bombing your customers Count number of emails in XY days Calculate time since last email Use Einstein Engagement Frequency
  • 21. #CD22 Even the lazy customer can now easily unsubscribe from your emails Reduce unwanted communication Source: litmus.com
  • 22. #CD22 Know your customers better than they know themself Reduce unwanted communication Select the preferences on behalf of your customer
  • 23. #CD22 1. Filter the customers with no interest in specific communication category 2. Unsubscribe them from the category 3. Provide them a way how to undo Reduce unwanted communication
  • 24. #CD22 Filter the customers with low interest in specific communication category (for example doesn’t open any email in the last 90 days) Reduce unwanted communication SELECT sub.SubscriberKey , 'True' AS [newsletter_exclusion] , GETDATE() AS [newsletter_date] , 'Unengaged' AS [newsletter_reason] FROM _subscribers sub INNER JOIN _sent sen ON sub.SubscriberID = sen.SubscriberID LEFT JOIN (SELECT SubscriberID , COUNT(SubscriberKey) AS opens FROM _open GROUP BY SubscriberID ) op ON sub.SubscriberID = op.SubscriberID INNER JOIN _job j ON sen.JobID = j.JobID WHERE op.opens > 0 AND j.EmailName LIKE 'NEW_%’ AND j.SchedTime >= DATEADD(day,-90, GETDATE()) Note: You can use clicks instead as opens are not always reliable
  • 25. #CD22 Unsubscribe them from the category Reduce unwanted communication
  • 26. #CD22 Provide them a way how to undo Reduce unwanted communication
  • 27. #CD22 ● Prevent of global unsubscribes ● Save cost (reduce supermessages) ● Improve the brand image Reduce unwanted communication
  • 28. #CD22 Clean up your campaigns
  • 29. #CD22 ● Feasibility of the campaign - control group without campaign ○ Are you using discount codes in your email? Do you know if they work? ○ Is it really the Abandonment cart email, that got your customers to finish their order? ● Always measure performance against set business goals ○ Conversion rate, time spent on page, adoption of new feature, NOT Open rate Clean up your campaigns
  • 30. #CD22 ● Upgrade instead of create 100 new campaigns ○ Which is better: 1 perfectly performing campaign or 5 campaigns with 20 % unsubscribe rate? ● A/B test the hell out of it ○ Measure and evaluate performance, come up with improvements, test, repeat. Clean up your campaigns
  • 31. #CD22 Did you disagree with us? That's fair. Stop by at Accenture booth and discuss! Let's talk

Editor's Notes

  1. Be relevant