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Email Matters
Kate Kiefer Lee
@katekiefer
mailchimp.com
–McKinsey, 2014
91% of all U.S. consumers still use
email daily.
http://www.mckinsey.com/insights/marketing_sales/why_marketers_should_keep_sending_you_emails
–McKinsey, 2014
Email remains a significantly
more effective way to acquire
customers than social media—
nearly 40 times that of Facebook
and Twitter combined.
http://www.mckinsey.com/insights/marketing_sales/why_marketers_should_keep_sending_you_emails
–Ascend2 Digital Marketing Strategy Survey, 2014
“Email’s popularity is due, in
large part, to the fact that it is not
only the most effective type of
digital marketing, it is also the
least difficult to execute.”
http://ascend2.com/home/wp-content/uploads/Digital-Marketing-Strategy-Summary-Report.pdf
http://ascend2.com/home/wp-content/uploads/Digital-Marketing-Strategy-Summary-Report.pdf
–Pew Research Internet Project, 2013
In 2013, 52 percent of cell phone
owners accessed their email
using their phones.
http://www.pewinternet.org/2013/09/16/cell-internet-use-2013/
http://www.pewinternet.org/2013/09/16/cell-internet-use-2013/
Email is a medium, not a content
type or platform.
Strengths and opportunities
Not tied to a service
Opt-in: People ask for it
Replies
The inbox: Emails don’t flow by in a stream
Inexpensive and easy to execute
Easy to reach people on mobile
Types of email newsletters
Weekly or monthly newsletter
News events and roundups
Fundraisers
Event invitations
E-commerce
Letter from the president
Stanford Center
on Philanthropy
and Civil Society:
Event invitation
Nieman
Journalism Lab:
Daily digest
Harvard Center
on the Developing
Child: Quarterly
newsletter
Berkeley Greater
Good Science
Center: Monthly
update
Haggerty
Museum of Art at
Marquette
University:
Membership drive
University of
Texas Center for
Women in Law:
Fundraiser
Use the tools you have
Signup forms and groups
Reports
Segmentation
Performance testing
A/B testing
Automation
NYT Store: Segmentation and
subject line testing
Saw 50% increase in sales
when they started using
segmentation and reports
Segmented to most engaged
readers and customers
Tried out different subject lines
Immediate language worked
best: “today only,” “five hours
away,” etc.
https://blog.mailchimp.com/the-new-york-times-store-focuses-on-email-sees-50-increase-in-sales/
Steve Spangler Science: Browser
testing and mobile optimization
Tested across email clients and
browsers
Found that many readers are on
mobile
50% increase in ROI for
campaigns that were tested
Clicks doubled, complaints
dropped by a third
https://blog.mailchimp.com/steve-spangler-science-experiments-with-inbox-inspector-optimizes-for-mobile-increases-roi-by-50/
Walker Art Center:
Collaboration and editing
Subject-matter experts review
and comment on their sections
Photo editor processes images
Design team approves templates
Send drafts and tests ahead of
time to 30+ people
Publication-style process
Everyone cares!
https://blog.mailchimp.com/behind-the-scenes-of-walker-art-centers-email-collaboration/
Dropcam: Automation and
segmentation
Announced iOS update to only
iPhone users
Add loyal readers who reply and
share testimonials to a special
segment
Put email signup on landing page,
then automate a series of emails
100% of newsletter signups from
the landing page purchased
That’s ALL OF THEM
https://blog.mailchimp.com/dropcams-clever-segmentation-and-impressive-conversions/
Voice and tone
Write with personality
Think about people’s frame of mind when checking
email
Reader may be distracted, curious, interested, busy
Adapt your tone based on the message: informal, warm,
friendly, clear, direct
Think beyond the message
Subject lines
Subscribe and unsubscribe flows
Header and footer copy
Landing pages
From address
From name
Tips for subject lines
Tell what’s inside, don’t sell what’s inside
Don’t repeat subject line for multiple newsletters
Stick to 50 characters or less
Personalization works
So does localization (city name)
http://kb.mailchimp.com/campaigns/previews-and-tests/best-practices-for-email-subject-lines
http://blog.mailchimp.com/subject-line-data-choose-your-words-wisely/
Obama’s unsubscribe page
Romney’s unsubscribe page
–David Carr, The New York Times, 2014
“Email newsletters, an old-school
artifact of the web that was
supposed to die along with dial-up
connections, are not only still
around, but very much on the
march.”
http://www.nytimes.com/2014/06/30/business/media/for-email-a-death-greatly-exaggerated.html?_r=0
Panel:
Email @ Harvard
#digemail
Next up:
Case Studies from
Harvard
#digemail
Building a
better daily
Gazette
Strategy and design for daily emails
WHO WE ARE
STRATEGY
●  Grow readership
●  Mobile Friendly
●  Clean look to match the newly
redesign Gazette website
●  Stronger emphasis on photography
●  Provide flexibility in format
CONTENT
Subject lines/headlines
DESIGN
Before & after
Benefits
Multiple templates
Build one, save many
Design for mobile
Design for mobile
Photography
A Case for Change
Connecting Parents
to the College Community
November 7, 2014
	
  
	
   	
  	
   	
   	
   	
   	
   	
   	
   	
   	
   	
  	
  	
  Colin	
  Manning	
  	
  |	
  	
  Senior	
  Communica1ons	
  Officer,	
  FAS	
  
Ana	
  Davis	
  |	
  Director,	
  FAS	
  Communica1ons	
  and	
  Marke1ng	
  Strategy	
  
Lori	
  LoTurco	
  |	
  Director	
  of	
  Communica1ons	
  Strategy,	
  Harvard	
  College	
  
A	
  brief	
  history	
  
•  Lacked	
  parent-­‐focused	
  messaging	
  
•  Incomplete	
  distribu1on	
  list	
  
•  Needed	
  increased	
  flexibility	
  for	
  mul1ple	
  
content	
  types	
  
•  Anecdotal	
  evidence	
  =	
  newsleLer	
  not	
  engaging	
  
Diagnosing	
  the	
  problem	
  
•  Connect	
  current	
  parents	
  to	
  the	
  vibrant	
  life	
  of	
  the	
  college	
  
	
  
•  Ensure	
  we	
  are	
  reaching	
  every	
  parent	
  we	
  can	
  
•  Draw	
  parents	
  in	
  so	
  they	
  are	
  “plugged	
  into”	
  their	
  children’s	
  
Harvard	
  experience	
  
•  Make	
  parents	
  feel	
  that	
  they	
  are	
  a	
  part	
  of	
  the	
  Harvard	
  
community	
  
	
  
•  Let’s	
  give	
  them	
  what	
  they	
  want,	
  while	
  s1ll	
  giving	
  them	
  
what	
  we	
  want	
  to	
  give	
  them.	
  
Why	
  a	
  redesigned	
  newsleLer?	
  
•  Create	
  a	
  “new	
  voice”	
  that	
  speaks	
  to	
  parents	
  
•  Content	
  must	
  be	
  fresh	
  and	
  invi1ng.	
  
•  Limit	
  increased	
  demands	
  on	
  staff	
  1me	
  
•  Breakdown	
  communica1ons	
  silos	
  
•  Develop	
  editorial	
  calendar	
  
•  Generate	
  a	
  new	
  distribu1on	
  list	
  
•  A	
  new	
  template	
  for	
  the	
  NewsleLer	
  
•  Partnerships	
  are	
  key	
  
Crea1ng	
  a	
  strategy	
  
•  Important	
  Dates	
  and	
  Resources	
  are	
  a	
  must	
  
•  Include	
  social/digital	
  content	
  	
  
•  Repackage	
  GazeLe	
  ar1cles	
  in	
  a	
  way	
  that	
  is	
  not	
  
cut	
  and	
  paste	
  
•  Develop	
  editorial	
  calendar	
  
•  Generate	
  a	
  new	
  distribu1on	
  list	
  
•  Include	
  useful	
  contact	
  links	
  and	
  numbers	
  	
  
How	
  should	
  template	
  achieve	
  our	
  goals	
  
•  Immediately	
  worked	
  to	
  foster	
  beLer	
  communica1ons	
  among	
  the	
  offices	
  of	
  
the	
  College;	
  know	
  who	
  is	
  sending	
  what	
  out	
  to	
  whom	
  and	
  when.	
  	
  
	
  
•  Coordinated	
  with	
  the	
  Parents	
  Fund,	
  AA&D,	
  Freshman	
  Dean’s	
  Office	
  (FDO)	
  
and	
  the	
  Office	
  of	
  Student	
  Life	
  (OSL),	
  to	
  determine	
  where	
  our	
  audience	
  
overlapped	
  and	
  where	
  there	
  were	
  gaps.	
  
	
  
•  Convened	
  larger	
  group	
  across	
  FAS	
  and	
  the	
  University	
  to	
  share	
  distribu1on	
  
lists	
  and	
  discuss	
  how	
  to	
  generate	
  more	
  robust	
  lists.	
  
	
  
•  Alter	
  repurposed	
  content	
  so	
  it	
  addressed	
  parents	
  and	
  did	
  not	
  appear	
  to	
  be	
  
simply	
  recycled	
  material.	
  	
  
	
  
•  Work	
  closely	
  with	
  Digital	
  Strategies	
  team	
  (HPAC)	
  to	
  design	
  a	
  new	
  
template;	
  one	
  that	
  is	
  not	
  only	
  more	
  visually	
  appealing	
  but	
  also	
  provides	
  
flexible	
  “modules”	
  to	
  allow	
  for	
  placement	
  of	
  diverse	
  and	
  more	
  targeted	
  
content	
  –	
  text,	
  photos,	
  videos,	
  etc.	
  –	
  which	
  can	
  change	
  from	
  month	
  to	
  
month.	
  	
  
The	
  Process	
  
Introducing	
  …	
  
The	
  old	
  Harvard	
  College	
  
Newsle1er	
  becomes	
  …	
  
Harvard	
  College	
  
Parents	
  Connec9on	
  
• Relevant, important
information
• Visually appealing, large
interactive buttons
• Action-oriented links
Plan	
  Ahead	
  
• ‘In Case You Missed It’
acknowledges this is
repurposed material
• Link to Gazette
subscription; important
feature from previous
newsletter
In	
  Case	
  You	
  Missed	
  It	
  
• Action-oriented links;
connects to Parents
Programs web page.
• ‘Did You Know?’
designed to be fun, yet
informative, deepening
the connection to the
community.
Get	
  Involved/	
  Did	
  You	
  Know?	
  
• A section
devoted
exclusively to
the student
experience
• Connect to
existing social
media channel
to enhance
interactivity
Student	
  Experience	
  
• Chose these specific
resources based on
anecdotal feedback and
input from the College
Resources	
  
Connec1ng	
  the	
  dots	
  
•  Look	
  at	
  the	
  bigger	
  picture	
  
•  Not	
  an	
  isolated	
  communica1on	
  –	
  part	
  of	
  a	
  
larger	
  suite	
  of	
  resources	
  for	
  parents	
  
•  Provide	
  more	
  value	
  by	
  inser1ng	
  the	
  
newsleLer	
  into	
  a	
  larger	
  communica1ons	
  plan	
  
•  Raise	
  awareness	
  and	
  increase	
  engagement	
  by	
  
promo1ng	
  the	
  family	
  of	
  communica1ons	
  
Integrate	
  all	
  communica1ons	
  
Open Rate:
• August 59.03%
• Sept. 54.57%
Click Through:
• August 26.83%
• Sept. 14.6%
Still too early to claim success. Open
and click rates very strong, part of this
exercise is re-engaging and growing
the audience which takes time.
Anecdotal	
  feedback	
  has	
  been	
  posi1ve:	
  
	
  
“Wow,	
  the	
  Instagram	
  dean!	
  	
  This	
  is	
  a	
  
new	
  age.	
  	
  The	
  newsle1er	
  thing	
  is	
  good	
  -­‐	
  I	
  
don't	
  recall	
  geCng	
  anything	
  like	
  this	
  
previous	
  and	
  it	
  sets	
  a	
  nice	
  tone.”	
  –	
  
Harvard	
  College	
  parent	
  
	
  
Were	
  we	
  successful?	
  
•  Informa1on	
  about	
  upcoming	
  events	
  receives	
  the	
  highest	
  clicks;	
  clearly	
  
parents	
  want	
  informa1on	
  about	
  “nuts	
  and	
  bolts”	
  informa1on	
  
	
  
•  Many	
  parents	
  want	
  to	
  be	
  engaged	
  and	
  are	
  using	
  the	
  newsleLer	
  as	
  a	
  way	
  
to	
  explore	
  how	
  to	
  do	
  so.	
  	
  
•  Repurposed	
  GazeLe	
  content	
  con1nues	
  to	
  perform	
  about	
  the	
  same.	
  
•  Connec1ng	
  to	
  exis1ng	
  channels	
  and	
  assets,	
  such	
  as	
  social	
  media	
  is	
  key	
  
	
  
•  Know	
  who	
  your	
  audience	
  is.	
  Working	
  collabora1vely	
  has	
  grown	
  the	
  
distribu1on	
  list	
  from	
  about	
  6,000	
  parents	
  to	
  over	
  10,000.	
  
•  With	
  a	
  more	
  robust	
  list,	
  more	
  eyes	
  are	
  definitely	
  looking	
  at	
  informa1on	
  
the	
  College	
  feels	
  is	
  important.	
  	
  
Key	
  Takeaways	
  
Ana	
  Davis,	
  Director	
  Communica1ons	
  Marke1ng	
  and	
  
Strategy,	
  FAS	
  
	
  
Lori	
  LoTurco,	
  Director	
  of	
  Communica1ons	
  Strategy,	
  
Harvard	
  College	
  
	
  
Colin	
  Manning,	
  Senior	
  Communica1ons	
  Officer,	
  FAS	
  
	
  
A	
  special	
  thank	
  you	
  to	
  Chris	
  Eramo	
  and	
  Catherine	
  Conway	
  of	
  Digital	
  
Strategy,	
  and	
  Chris<ne	
  Boehler,	
  Communica<ons	
  Specialist	
  (FAS)	
  for	
  
all	
  of	
  their	
  hard	
  work	
  and	
  tremendous	
  insight.	
  
Thank	
  you	
  
A sustainable email
Katie Hammer, Digital Communications Specialist,
Office for Sustainability, Harvard Digital Strategy
“Harvard	
  must	
  model	
  an	
  ins1tu1onal	
  pathway	
  toward	
  a	
  more	
  sustainable	
  future.”	
  
	
  	
  	
  	
  	
  	
  	
  	
  	
  -­‐President	
  Drew	
  Gilpin	
  Faust	
  
	
  
Email by the numbers
Sustainability	
  at	
  Harvard	
  
	
  
List	
  size	
  =	
  8,500	
  
Distribu1on=	
  Monthly	
  
Plakorm	
  =	
  Mailchimp	
  
Target audience
●  Primary:	
  
o  Undergraduate	
  and	
  graduate	
  students	
  
o  Administra1ve	
  and	
  facility	
  leaders	
  
o  Employees,	
  especially	
  Green	
  Teams	
  and	
  Green	
  Offices	
  
o  Alumni	
  
	
  
●  Secondary:	
  
o  Harvard	
  community	
  neighbors	
  (Cambridge/Boston)	
  
o  Peer	
  higher	
  educa1on	
  ins1tu1ons	
  
Project goals
●  Reinforce	
  sustainability	
  as	
  core	
  University-­‐wide	
  priority	
  
	
  
●  Represent	
  amazing	
  efforts	
  happening	
  across	
  Harvard’s	
  
Schools	
  and	
  departments	
  
	
  
●  Grow	
  subscriber	
  base	
  
	
  
●  Maintain	
  awesome	
  open	
  rate	
  (~	
  22%)	
  
	
  
Must:
●  Update	
  outdated	
  email,	
  
eliminate	
  extra	
  work	
  
	
  
●  Align	
  branding,	
  messaging,	
  
content	
  strategy	
  (1med	
  
with	
  web	
  redesign)	
  
	
  
●  Be	
  responsive	
  for	
  web,	
  
tablet,	
  and	
  mobile	
  viewing	
  
and	
  sharing	
  
Old strategy
Labor	
  intensive,	
  monthly-­‐themed	
  email	
  (October	
  =	
  Energy	
  1ps),	
  
custom	
  poster	
  design	
  
Audience survey
300	
  +	
  respondents	
  (51%	
  staff,	
  14%	
  students,	
  5%	
  alumni,	
  5%	
  faculty)	
  
	
  
Audience	
  wants:	
  	
  
●  Simple,	
  clear	
  direc1ves	
  for	
  living	
  more	
  sustainably	
  (1ps	
  and	
  
tools)	
  
	
  
●  Current	
  sustainability	
  news	
  and	
  stories,	
  profiles	
  recognizing	
  
sustainability	
  innovators	
  on	
  campus	
  
	
  
●  Events,	
  research	
  highlights,	
  and	
  videos	
  
New strategy
Aggregate	
  content	
  from	
  across	
  Harvard	
  and	
  curate	
  community-­‐
driven,	
  crowdsourced	
  tools	
  and	
  resources	
  
Additional strategies
●  Provide	
  news	
  and	
  informa1on	
  
highligh1ng	
  current	
  work	
  and	
  
accomplishments	
  of	
  our	
  
community	
  
	
  
●  Include	
  content	
  that	
  creates	
  a	
  
dialogue	
  i.e.	
  features,	
  stories,	
  
guest	
  posts	
  
	
  
●  Develop	
  content	
  that	
  can	
  be	
  
shared	
  and	
  reused	
  by	
  our	
  
community	
  
	
  
●  Create	
  an	
  effec1ve	
  design	
  
and	
  iden1fy	
  a	
  distribu1on	
  
tool	
  
	
  
●  Establish	
  governance	
  and	
  
support	
  	
  
	
  
●  Support	
  best	
  prac1ces	
  and	
  
University	
  standards	
  
Getting to work
●  Audience Survey
●  Shared results with team
●  Project charter
●  Selected platform
(mailchimp)
●  Worked with web vendors
to create template that
aligned with new website
Some awesome stats
Open rate = average 25%
Click rate = average 6%
Listen
Your audience can,
and will, provide
direction for your
strategy
Content trumps
Don’t worry about
length, as long as
you’re giving your
audience what they
want!
@ Radcliffe Institute
Radcliffe	
  Ins9tute	
  	
  
E-­‐communica9ons	
  Program	
  
	
  
November	
  2014	
  	
  
Who We Are
As	
  Harvard’s	
  ins1tute	
  for	
  advanced	
  study,	
  we	
  
	
  
•  GENERATE	
  ideas	
  by	
  scholars,	
  scien1sts,	
  public	
  intellectuals,	
  
ar1sts,	
  and	
  students	
  through	
  our	
  three	
  programs:	
  	
  
–  Fellowship	
  Program	
  
–  Schlesinger	
  Library	
  on	
  the	
  History	
  of	
  Women	
  in	
  America	
  
–  Academic	
  Ventures	
  	
  
•  SHARE	
  ideas	
  through	
  lectures,	
  conferences,	
  performances,	
  
and	
  exhibi1ons	
  that	
  are	
  free	
  and	
  open	
  to	
  the	
  public.	
  	
  
Our Audience
We	
  email	
  27,500	
  Radcliffe	
  affiliates:	
  	
  
	
  
•  Current	
  and	
  former	
  Ins1tute	
  fellows	
  	
  
•  Radcliffe	
  Alumnae	
  (‘77	
  and	
  prior);	
  Harvard-­‐
Radcliffe	
  Alumni	
  (‘77-­‐’99)	
  	
  
•  Harvard	
  Alumni	
  	
  
•  Harvard	
  Faculty	
  
•  Harvard	
  Graduate	
  and	
  Undergraduate	
  Students	
  	
  
•  General	
  Public	
  who	
  aLend	
  Radcliffe	
  Ins1tute	
  
events	
  or	
  sign	
  up	
  online	
  	
  
Our Goals
•  Engage	
  our	
  local,	
  na1onal,	
  and	
  interna1onal	
  
audiences	
  in	
  the	
  Radcliffe	
  Ins1tute	
  people,	
  
programs,	
  and	
  collec1ons	
  through	
  
announcements	
  and	
  news	
  alerts	
  	
  
•  Invite	
  Radcliffe	
  affiliates	
  to	
  aLend	
  our	
  free	
  and	
  
public	
  events	
  	
  
Our E-communications
•  We	
  launched	
  our	
  e-­‐communica1ons	
  program	
  and	
  
plakorm	
  in	
  September	
  2011	
  	
  
–  Harris	
  Tools	
  
–  Radcliffe	
  Affiliates	
  in	
  Advance	
  Database	
  	
  
–  New	
  Design	
  	
  
•  In	
  2012,	
  we	
  launched	
  radcliffe.harvard.edu,	
  
which	
  allows	
  visitors	
  to	
  sign	
  up	
  to	
  receive	
  our	
  
news	
  and	
  events	
  	
  
•  In	
  2013,	
  we	
  consolidated	
  mul1ple	
  email	
  lists	
  
across	
  the	
  Ins1tute	
  that	
  were	
  owned	
  by	
  
individual	
  programs.	
  	
  
Our Design
•  Promotes	
  the	
  Radcliffe	
  Ins1tute	
  brand	
  	
  
•  Mo1f	
  consistent	
  with	
  our	
  website	
  	
  
•  Layout:	
  clean,	
  one	
  column	
  which	
  is	
  more	
  mobile	
  friendly	
  	
  
–  Tested	
  layouts:	
  3	
  columns,	
  right-­‐hand	
  sidebar	
  
Our Segmentation: Geography
•  Local	
  v.	
  all	
  affiliates	
  event	
  invita1ons	
  	
  
•  Now,	
  only	
  send	
  to	
  all	
  Radcliffe	
  affiliates	
  for	
  
events	
  that	
  are	
  live	
  webcast	
  	
  
•  Why?	
  The	
  Data	
  	
  
	
  
Our Segmentation: NYC v BOS
Our Segmentation: Results
•  NYC	
  v.	
  Greater	
  Boston	
  
•  BOS:	
  Winter	
  Schedule	
  Heats	
  Up	
   	
  	
  
–  Opens:	
  2654,	
  36.69%	
  	
  
–  Clicks:	
  547,	
  7.48%	
  
•  NYC:	
  Winter	
  Schedule	
  Heats	
  Up	
   	
  	
  
–  Opens:	
  1645,	
  26.80% 	
  	
  	
  
–  Clicks:	
  114,	
  1.18	
  %	
  
•  Segmenta1on	
  helped	
  increase	
  engagement	
  with	
  our	
  
all	
  affiliates	
  e-­‐communica1ons	
  
Our Results – Geographical
Segmentation
With	
  geographical	
  segmenta1on,	
  we	
  	
  
•  Increased	
  our	
  open	
  rates	
  for	
  event	
  invites:	
  	
  	
  
– 21.5	
  percent	
  to	
  32.3	
  percent	
  	
  
– 50	
  percent	
  increase	
  
•  Increased	
  our	
  average	
  click	
  through	
  rate	
  for	
  
event	
  invites:	
  	
  
– 2.2	
  percent	
  to	
  4.7	
  percent	
  
– 113	
  percent	
  increase	
  
	
  
Our Best Practices
•  Distribu1on	
  Times	
  	
  
–  Sending	
  between	
  7:30	
  AM–9	
  AM	
  has	
  generated	
  the	
  
highest	
  open	
  and	
  click	
  through	
  rates.	
  
•  Sender	
  	
  
–  Our	
  audiences	
  are	
  most	
  engaged	
  in	
  emails	
  from	
  Dean	
  
Lizabeth	
  Cohen.	
  	
  
•  Geographical	
  Segmenta1on	
  
–  Greater	
  Boston	
  area	
  for	
  events	
  that	
  will	
  not	
  be	
  live	
  
webcasts	
  
•  Calls	
  to	
  Ac1on	
  	
  
–  The	
  simpler,	
  the	
  beLer	
  	
  
Our Results: A Look at a Year
In	
  the	
  2014	
  academic	
  year,	
  we	
  	
  
•  Increased	
  our	
  average	
  open	
  rate:	
  	
  
–  23.55%	
  (2012-­‐2013)	
  to	
  26.90%	
  (2013-­‐2014)	
  
–  14	
  percent	
  increase	
  	
  
•  Increased	
  our	
  average	
  click	
  through	
  rate:	
  	
  
–  3.60%	
  (2012-­‐2013)	
  to	
  4.64%	
  (2013-­‐2014)	
  
–  29	
  percent	
  increase	
  
•  Increased	
  our	
  effec1ve	
  rate	
  (unique	
  clicks/unique	
  
opens):	
  
–  To	
  16.7%	
  
–  8	
  percent	
  increase	
  
	
  
Our Program Results
•  In	
  three	
  years,	
  we’ve:	
  	
  
–  Increased	
  reader	
  engagement	
  
•  Open	
  Rate:	
  increased	
  from	
  21	
  percent	
  to	
  27	
  percent	
  
–  28	
  percent	
  increase	
  
•  Click	
  Through	
  Rate:	
  increased	
  from	
  2.9	
  percent	
  to	
  4.3	
  
percent	
  
–  48	
  percent	
  increase	
  
•  Subscriber	
  List:	
  increased	
  from	
  23	
  K	
  to	
  27.5	
  K,	
  a	
  growth	
  of	
  4	
  
K	
  
–  17	
  percent	
  increase	
  
–  Without	
  a	
  new	
  subscriber	
  base	
  every	
  year	
  (i.e.	
  a	
  gradua1ng	
  class	
  
since	
  we	
  only	
  have	
  50	
  fellows)	
  this	
  increase	
  highlights	
  
engagement	
  from	
  a	
  new	
  subscriber	
  base.	
  	
  
–  How?	
  Website	
  feature	
  (our	
  highest	
  traffic	
  months	
  generate	
  
spikes	
  in	
  sign	
  ups:	
  100-­‐150	
  per	
  month),	
  Dean’s	
  remarks	
  at	
  events,	
  
sign	
  up	
  cards	
  at	
  public	
  events	
  
Sign	
  up	
  to	
  receive	
  our	
  news	
  and	
  event	
  
announcements	
  online!	
  	
  
	
  
www.radcliffe.harvard.edu	
  	
  
Thank	
  You	
  
Q&A:
Case Studies from
Harvard
#digemail
Lunch and Learn
#digemail
Next up:
Nuts and Bolts of
Email Best Practices
#digemail
Catherine Conway
Digital Strategy
HPAC | AA&D
@catjconway | catherine_conway@harvard.edu
EMAIL WORKFLOW: 101
IN RECOGNITION OF THOSE
WHO PRESS SEND
An ode to those who just press send.
Catherine Conway,
Digital Strategy
@catjconway
PRESS SEND
What does that mean?
PRESS SEND: A
DEFINITION
“Email’s popularity is due, in large
part, to the fact that it is not only
the most effective type of digital
marketing, it is also the least
difficult to execute.
Ascend2 Digital Marketing Strategy Survey, 2014
EMAIL IS EASY
“Press send” gives the impression that
there’s one button to push.
THERE ARE
MANY BUTTONS!
CHECKLIST FOR EMAIL
CAPABILITY
Strategy
What, when, how often
Project
Management
Workflow
Creative
Copy, design
Production
Templates,
code
Development
List queries
QA
Web, email
testing
Reporting
Analytics,
Pluribus OR Unum
BUILD PROCESS
Workflow and roles
36 emails
Over 3 months.
1 new platform
That we had never used!
7 departments
To coordinate!
EVERYONE GETS A
ROLE
○  Owners: responsible for deliverables
○  Feedback providers: give input
○  Approvers: give the green light
○  FYI: get notice on milestones
happening
BREAKING DOWN
‘JUST PRESS SEND’
○  Strategy/project
management
○  Creative
○  Email
production
○  Quality
assurance
○  List
development
○  Support
○  Reporting
STRATEGY/PROJECT
MANAGEMENT
○  Identify goals for
□  Overall campaign
□  Individual email
○  Consult shared calendar & schedule
○  Create internal test group
CREATIVE
○  Include messaging & imagery
○  Build in rounds of feedback for drafts
○  Include subject line, preheader, sender
name & address, and reply-to address
in draft
PRODUCTION
○  Develop html and text version of email
□  Test across platforms as you build
□  Test with internal test group
○  Add Google Analytics tagging to email
links to track web traffic
○  Schedule for deployment in ESP
QUALITY ASSURANCE
○  Walk through the entire user
experience
○  Make edits as necessary, including:
□  Landing page
□  Registration/donation process
□  Confirmation screen
□  Confirmation/thank you email
○  Test the flow again
LIST DEVELOPMENT
○  Identify your list criteria
○  Work with team to pull list in correct
format
○  Upload list to your ESP
ACTIVATE YOUR
SUPPORT TEAM
○  Monitor reply
channels:
□  Reply inbox
□  Help desk
inbox/phone
○  Monitor social
accounts
REPORTING
○  Report on relevant email and web
analytics
○  Deliver end-of campaign final report/
roll-up
ORDER IS IMPORTANT
○  Timing can vary
○  Set expectations up front
○  Work backwards from deployment
harvard.edu/guidelines
THANKS!
Any questions?
@catjconway
catherine_conway@harvard.edu
Email Best Practices:
Technical Tips
Melissa Kane | AA&D Marketing and Communications
November 7, 2014
About
•  Alumni Affairs and Development (AA&D) Marketing and
Communications
•  Support FAS and UDO development initiatives and HAA
activities
•  Strategy, integration, audience segmentation, messaging
•  Email, web, social, print, events
What Not To Do
What Not To Do
Template Creation
Basic Guidelines
•  Following a few basic guidelines will help you avoid
common pitfalls:
o  Simplify
o  Optimize for mobile
o  Respect limitations
Simplify
•  Keep emails simple: you can’t include everything
•  Limit the number of images, colors, fonts, and font sizes
•  More = more likely your email will not render as
intended
Optimize
Respect Limitations
•  Different mail clients treat your code differently
•  Your email won’t look perfect across 100% of clients
Why Bother?
•  You want your email to be opened.
•  You want your email to be read.
•  You want your recipients to heed your call to action.
•  By following best practice guidelines, you can create an
email that looks great in the majority of mail clients.
Basics
•  Container table:
100% width
•  Content table:
600-650 pixels
CSS
•  Cascading Style Sheets (CSS) is a language which
describes the look and formatting of an email
•  CSS separates email content from email presentation
(formatting)
CSS
CSS
•  CSS support varies across email clients
•  For best results, manually style elements
•  If need be, use Premailer or similar to drop styles in-line
Common HTML Elements
•  Some HTML elements are compatible across most email
clients:
o  Font-family
o  Font-size
o  Font-weight
o  Text-align
o  Text-decoration
o  Color
Text
•  So you want to copy and paste…
o  Copy and paste text into Notepad or another text editor
o  Clear formatting
o  Paste into email
Text
•  Never copy and paste directly from Word!
Text
•  Best to use a standard font such as:
Arial or Georgia
•  If you must use something else, use a universal font as
back-up
Images
•  Use .JPG images
•  .PNG files do not display as consistently
•  Limit file size
•  Include width
Images
•  Use align and valign elements to dictate alignment
•  Use padding element to dictate how the area around your
image should appear
Images
•  Always use alt text:
o  Gives the recipient information about the image in the
event that it does not load
o  Also used by screen readers
Images
•  Never rely on images to convey key information!
Images
•  Avoid background images
Buttons
•  HTML buttons are preferable to image buttons
•  Will display even if graphics are turned off
Testing
•  Use Litmus or a similar tool to see how your email will
render across a variety of clients
Testing
•  Open accounts with as many email clients as possible;
add these accounts to your test list
•  Check each account on desktop and mobile
•  Do not rely on built-in preview mode
Evaluation
•  Is text easy to read?
•  Do graphics display correctly?
•  Do links function properly?
•  Does my email look great across a majority of email
clients?
•  Is my email optimized for mobile?
Learn More
•  Enroll in a Lynda.com course focused on HTML,
Dreamweaver, or email marketing
•  Take a course in HTML or Dreamweaver at the
Center for Workplace Development (CWD)
Tools
•  Premailer
•  Litmus
•  Lynda.com
Thank You!
Melissa Kane | AA&D Marketing and Communications
melissa_bourgoine@harvard.edu
Slow Down, Daredevil: Best Practices for Email
Testing, Analytics, and Reporting
Mike Petroff
Digital Content Strategist
@mikepetroff | #digemail
Intro
Mike Petroff
Digital Content Strategist / Office of Digital Strategy
Topics
●  Testing
●  Creating test groups
●  A/B testing
●  Analytics
●  Numbers to track
●  UTM tracking
●  Reporting
●  Formats
●  Making reports stick
credit: Michael Ochs Archives
So, why test?
credit: Donald Horne/Flickr
Remove the
guesswork
Why Test?
●  Test Group Basics
●  Include both desktop, mobile
●  Sender, subject
●  Design, text, links
●  Links, tracking (opens/clicks)
●  Allow time for adjustments
Send with
confidence
credit: Donald Horne/Flickr
What matters most?
credit: C. Alexander Leigh/Flickr
Email: Numbers that Matter
Standard email reports include:
●  Open rate (% of email recipients that open)
●  CTR (Click-through rate) or link click totals
Also consider:
●  Effective rate (click rate divided by the open rate)
●  Bounce rate (emails sent that could not be delivered)
●  Subscription growth
●  Unsubscribes
●  Variations between email sends
Email: Numbers that Matter
Standard email reports include:
●  Open rate (% of email recipients that open)
●  CTR (Click-through rate) or link click totals
Also consider:
●  Effective rate (click rate divided by the open rate)
●  Bounce rate (emails sent that could not be delivered)
●  Subscription growth
●  Unsubscribes
●  Variations between email sends
But, what about conversions?
Connecting
the dots
credit: Franz Lüdicke/Flickr
Email send CTR Website conversion
Email: Analytics and UTM codes
Establish consistency in naming:
●  Medium (email, social, print, etc)
●  Source
●  Campaign Name
For example, our ‘Medium’ is the most general, then ‘Source’ gets more
specific about the type of email, then ‘Campaign’ is the specific name of
the campaign.
http://www.example.com/?utm_source=weekly-
newsletter&utm_medium=email&utm_campaign=best-
deals
Email: Analytics and UTM codes
utm_source=newsletter
utm_medium=email
utm_campaign=hag
utm_content=aad_comm_all_alumni_2014-10-24
Email: Analytics and UTM codes
Google ‘url builder’
Email: Analytics and UTM codes
Shared Spreadsheet
Making it stick, with reporting
credit: Tony Hart/Flickr
Google Analytics dashboards
●  Dashboards:
Google Analytics dashboards
Resource: https://www.google.com/analytics/gallery/
Things to consider:
●  Site goals and conversion metrics
●  Visitor technology (mobile/desktop, screen size)
●  Visitor behavior (new/returning, event tracking)
Distribution examples
Daily:
Gazette email report
Goal:
●  Provides overall open/click rate, story clicks
●  Compiled in Silverpop, bulleted insights
Weekly:
Dashboard report
Goal:
●  Overall top stories, traffic breakdown by Harvard sources
(Harvard.edu, daily email, social)
●  Compiled through GA Dashboard, with bulleted insights
Distribution examples
Goal:
●  Trending analytics and analysis for main Harvard web,
email, social properties
●  Compiled through several analytics sources, collected in
shared Google Doc, bulleted insights
Ad-hoc:
Snapshot analytics
reports
Goal:
●  Provide consistent, templated approach to collection of
web, email, social stats and examples
●  Compiled using several analytics sources, collected in
shared Google doc
Monthly:
Monthly analytics report
Distribution examples
Example: Daily Gazette section from Monthly Report
Thank you!
Mike Petroff
Digital Content Strategist
Q&A:
Nuts and Bolts of
Email Best Practices
#digemail
Next up:
It’s a Mobile World
#digemail
Building and optimizing
email templates for mobile
It’s a Mobile
World
WHY FOCUS ON
MOBILE?
Know your audience
WHY CAN’T MY EMAIL
LOOK THE SAME
EVERYWHERE?
Email client support for CSS
ANATOMY OF A
TEMPLATE
Wrapper 100%
Content Area 600px
Preheader
Header
Body
Footer
Content Area
Nested Tables
Media Queries
table {
border-spacing: 0;
border-collapse: collapse;
}
@media only screen and (max-width:
600px)
{
table[class="body"] .row {
width: 100% !important;
display: block !important;
}
}
Avoid CSS for layouts
Preheader
PreheaderPlace at the beginning of your body
section
Can be hidden or displayed in the
email itself
<body>
<span>This is my preheader! </span>
<body>
<span style = “display: none;”>This is my
preheader! </span>
Header
Graphic (100% or fixed width)
HEADER TITLE
Tagline | November 2014
100%
420px
Text (HTML)
visual impact
not visible by default
difficult to read text at small sizes
Remember your <alt> text!
Always visible
limited style options (support for web
fonts is limited)
easy to edit
<img src=”image.jpg” alt=”This is your alt
text” />
Header
Body Text & Images
Image basics
<img src=”image.jpg” width=”250”
height=”180” border=”0”
style=”display:block;” />
●  Animated GIFs are supported in
most email clients (not Outlook)
●  Background images are not widely
supported
Text Tip: Use non-breaking spaces
to prevent orphan text
Read
more
...about this story. Read&nbsp;more
Read more
RESOURCES
Guidelines | Templates | Tools | Testing
GUIDELINES
campaignmonitor.com/resources/will-it-work/
campaignmonitor.com/css/
templates.mailchimp.com
TEMPLATES
zurb.com/ink/templates.php
templates.mailchimp.com
campaignmonitor.com/email-templates
campaignmonitor.com/email-templates
CSS INLINER
premailer.dialect.ca
table.row {
padding: 0px;
width: 100%;
position: relative;
}
<STYLE> <HTML>
<table class="row"
style="padding: 0px; width:
100%; position: relative;”>
TESTING
Litmus.com
Litmus.com
Chrome Browser (Element Inspector)
THANK YOU!
Thank you for attending
Email Academy!
harvard.edu/guidelines
#digemail

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Email Academy 2014 Presentation Slides

  • 1. Email Matters Kate Kiefer Lee @katekiefer mailchimp.com
  • 2. –McKinsey, 2014 91% of all U.S. consumers still use email daily. http://www.mckinsey.com/insights/marketing_sales/why_marketers_should_keep_sending_you_emails
  • 3. –McKinsey, 2014 Email remains a significantly more effective way to acquire customers than social media— nearly 40 times that of Facebook and Twitter combined. http://www.mckinsey.com/insights/marketing_sales/why_marketers_should_keep_sending_you_emails
  • 4.
  • 5. –Ascend2 Digital Marketing Strategy Survey, 2014 “Email’s popularity is due, in large part, to the fact that it is not only the most effective type of digital marketing, it is also the least difficult to execute.” http://ascend2.com/home/wp-content/uploads/Digital-Marketing-Strategy-Summary-Report.pdf
  • 7. –Pew Research Internet Project, 2013 In 2013, 52 percent of cell phone owners accessed their email using their phones. http://www.pewinternet.org/2013/09/16/cell-internet-use-2013/
  • 9. Email is a medium, not a content type or platform.
  • 10. Strengths and opportunities Not tied to a service Opt-in: People ask for it Replies The inbox: Emails don’t flow by in a stream Inexpensive and easy to execute Easy to reach people on mobile
  • 11. Types of email newsletters Weekly or monthly newsletter News events and roundups Fundraisers Event invitations E-commerce Letter from the president
  • 12. Stanford Center on Philanthropy and Civil Society: Event invitation
  • 14. Harvard Center on the Developing Child: Quarterly newsletter
  • 16. Haggerty Museum of Art at Marquette University: Membership drive
  • 17. University of Texas Center for Women in Law: Fundraiser
  • 18. Use the tools you have Signup forms and groups Reports Segmentation Performance testing A/B testing Automation
  • 19. NYT Store: Segmentation and subject line testing Saw 50% increase in sales when they started using segmentation and reports Segmented to most engaged readers and customers Tried out different subject lines Immediate language worked best: “today only,” “five hours away,” etc. https://blog.mailchimp.com/the-new-york-times-store-focuses-on-email-sees-50-increase-in-sales/
  • 20. Steve Spangler Science: Browser testing and mobile optimization Tested across email clients and browsers Found that many readers are on mobile 50% increase in ROI for campaigns that were tested Clicks doubled, complaints dropped by a third https://blog.mailchimp.com/steve-spangler-science-experiments-with-inbox-inspector-optimizes-for-mobile-increases-roi-by-50/
  • 21. Walker Art Center: Collaboration and editing Subject-matter experts review and comment on their sections Photo editor processes images Design team approves templates Send drafts and tests ahead of time to 30+ people Publication-style process Everyone cares! https://blog.mailchimp.com/behind-the-scenes-of-walker-art-centers-email-collaboration/
  • 22. Dropcam: Automation and segmentation Announced iOS update to only iPhone users Add loyal readers who reply and share testimonials to a special segment Put email signup on landing page, then automate a series of emails 100% of newsletter signups from the landing page purchased That’s ALL OF THEM https://blog.mailchimp.com/dropcams-clever-segmentation-and-impressive-conversions/
  • 23. Voice and tone Write with personality Think about people’s frame of mind when checking email Reader may be distracted, curious, interested, busy Adapt your tone based on the message: informal, warm, friendly, clear, direct
  • 24. Think beyond the message Subject lines Subscribe and unsubscribe flows Header and footer copy Landing pages From address From name
  • 25. Tips for subject lines Tell what’s inside, don’t sell what’s inside Don’t repeat subject line for multiple newsletters Stick to 50 characters or less Personalization works So does localization (city name) http://kb.mailchimp.com/campaigns/previews-and-tests/best-practices-for-email-subject-lines
  • 29. –David Carr, The New York Times, 2014 “Email newsletters, an old-school artifact of the web that was supposed to die along with dial-up connections, are not only still around, but very much on the march.” http://www.nytimes.com/2014/06/30/business/media/for-email-a-death-greatly-exaggerated.html?_r=0
  • 31. Next up: Case Studies from Harvard #digemail
  • 32. Building a better daily Gazette Strategy and design for daily emails
  • 35. ●  Grow readership ●  Mobile Friendly ●  Clean look to match the newly redesign Gazette website ●  Stronger emphasis on photography ●  Provide flexibility in format
  • 46. A Case for Change Connecting Parents to the College Community November 7, 2014                              Colin  Manning    |    Senior  Communica1ons  Officer,  FAS   Ana  Davis  |  Director,  FAS  Communica1ons  and  Marke1ng  Strategy   Lori  LoTurco  |  Director  of  Communica1ons  Strategy,  Harvard  College  
  • 48. •  Lacked  parent-­‐focused  messaging   •  Incomplete  distribu1on  list   •  Needed  increased  flexibility  for  mul1ple   content  types   •  Anecdotal  evidence  =  newsleLer  not  engaging   Diagnosing  the  problem  
  • 49. •  Connect  current  parents  to  the  vibrant  life  of  the  college     •  Ensure  we  are  reaching  every  parent  we  can   •  Draw  parents  in  so  they  are  “plugged  into”  their  children’s   Harvard  experience   •  Make  parents  feel  that  they  are  a  part  of  the  Harvard   community     •  Let’s  give  them  what  they  want,  while  s1ll  giving  them   what  we  want  to  give  them.   Why  a  redesigned  newsleLer?  
  • 50. •  Create  a  “new  voice”  that  speaks  to  parents   •  Content  must  be  fresh  and  invi1ng.   •  Limit  increased  demands  on  staff  1me   •  Breakdown  communica1ons  silos   •  Develop  editorial  calendar   •  Generate  a  new  distribu1on  list   •  A  new  template  for  the  NewsleLer   •  Partnerships  are  key   Crea1ng  a  strategy  
  • 51. •  Important  Dates  and  Resources  are  a  must   •  Include  social/digital  content     •  Repackage  GazeLe  ar1cles  in  a  way  that  is  not   cut  and  paste   •  Develop  editorial  calendar   •  Generate  a  new  distribu1on  list   •  Include  useful  contact  links  and  numbers     How  should  template  achieve  our  goals  
  • 52. •  Immediately  worked  to  foster  beLer  communica1ons  among  the  offices  of   the  College;  know  who  is  sending  what  out  to  whom  and  when.       •  Coordinated  with  the  Parents  Fund,  AA&D,  Freshman  Dean’s  Office  (FDO)   and  the  Office  of  Student  Life  (OSL),  to  determine  where  our  audience   overlapped  and  where  there  were  gaps.     •  Convened  larger  group  across  FAS  and  the  University  to  share  distribu1on   lists  and  discuss  how  to  generate  more  robust  lists.     •  Alter  repurposed  content  so  it  addressed  parents  and  did  not  appear  to  be   simply  recycled  material.       •  Work  closely  with  Digital  Strategies  team  (HPAC)  to  design  a  new   template;  one  that  is  not  only  more  visually  appealing  but  also  provides   flexible  “modules”  to  allow  for  placement  of  diverse  and  more  targeted   content  –  text,  photos,  videos,  etc.  –  which  can  change  from  month  to   month.     The  Process  
  • 53. Introducing  …   The  old  Harvard  College   Newsle1er  becomes  …   Harvard  College   Parents  Connec9on  
  • 54. • Relevant, important information • Visually appealing, large interactive buttons • Action-oriented links Plan  Ahead  
  • 55. • ‘In Case You Missed It’ acknowledges this is repurposed material • Link to Gazette subscription; important feature from previous newsletter In  Case  You  Missed  It  
  • 56. • Action-oriented links; connects to Parents Programs web page. • ‘Did You Know?’ designed to be fun, yet informative, deepening the connection to the community. Get  Involved/  Did  You  Know?  
  • 57. • A section devoted exclusively to the student experience • Connect to existing social media channel to enhance interactivity Student  Experience  
  • 58. • Chose these specific resources based on anecdotal feedback and input from the College Resources  
  • 59. Connec1ng  the  dots   •  Look  at  the  bigger  picture   •  Not  an  isolated  communica1on  –  part  of  a   larger  suite  of  resources  for  parents   •  Provide  more  value  by  inser1ng  the   newsleLer  into  a  larger  communica1ons  plan   •  Raise  awareness  and  increase  engagement  by   promo1ng  the  family  of  communica1ons  
  • 60.
  • 61.
  • 63. Open Rate: • August 59.03% • Sept. 54.57% Click Through: • August 26.83% • Sept. 14.6% Still too early to claim success. Open and click rates very strong, part of this exercise is re-engaging and growing the audience which takes time. Anecdotal  feedback  has  been  posi1ve:     “Wow,  the  Instagram  dean!    This  is  a   new  age.    The  newsle1er  thing  is  good  -­‐  I   don't  recall  geCng  anything  like  this   previous  and  it  sets  a  nice  tone.”  –   Harvard  College  parent     Were  we  successful?  
  • 64. •  Informa1on  about  upcoming  events  receives  the  highest  clicks;  clearly   parents  want  informa1on  about  “nuts  and  bolts”  informa1on     •  Many  parents  want  to  be  engaged  and  are  using  the  newsleLer  as  a  way   to  explore  how  to  do  so.     •  Repurposed  GazeLe  content  con1nues  to  perform  about  the  same.   •  Connec1ng  to  exis1ng  channels  and  assets,  such  as  social  media  is  key     •  Know  who  your  audience  is.  Working  collabora1vely  has  grown  the   distribu1on  list  from  about  6,000  parents  to  over  10,000.   •  With  a  more  robust  list,  more  eyes  are  definitely  looking  at  informa1on   the  College  feels  is  important.     Key  Takeaways  
  • 65. Ana  Davis,  Director  Communica1ons  Marke1ng  and   Strategy,  FAS     Lori  LoTurco,  Director  of  Communica1ons  Strategy,   Harvard  College     Colin  Manning,  Senior  Communica1ons  Officer,  FAS     A  special  thank  you  to  Chris  Eramo  and  Catherine  Conway  of  Digital   Strategy,  and  Chris<ne  Boehler,  Communica<ons  Specialist  (FAS)  for   all  of  their  hard  work  and  tremendous  insight.   Thank  you  
  • 66. A sustainable email Katie Hammer, Digital Communications Specialist, Office for Sustainability, Harvard Digital Strategy
  • 67. “Harvard  must  model  an  ins1tu1onal  pathway  toward  a  more  sustainable  future.”                    -­‐President  Drew  Gilpin  Faust    
  • 68. Email by the numbers Sustainability  at  Harvard     List  size  =  8,500   Distribu1on=  Monthly   Plakorm  =  Mailchimp  
  • 69. Target audience ●  Primary:   o  Undergraduate  and  graduate  students   o  Administra1ve  and  facility  leaders   o  Employees,  especially  Green  Teams  and  Green  Offices   o  Alumni     ●  Secondary:   o  Harvard  community  neighbors  (Cambridge/Boston)   o  Peer  higher  educa1on  ins1tu1ons  
  • 70. Project goals ●  Reinforce  sustainability  as  core  University-­‐wide  priority     ●  Represent  amazing  efforts  happening  across  Harvard’s   Schools  and  departments     ●  Grow  subscriber  base     ●  Maintain  awesome  open  rate  (~  22%)    
  • 71. Must: ●  Update  outdated  email,   eliminate  extra  work     ●  Align  branding,  messaging,   content  strategy  (1med   with  web  redesign)     ●  Be  responsive  for  web,   tablet,  and  mobile  viewing   and  sharing  
  • 72. Old strategy Labor  intensive,  monthly-­‐themed  email  (October  =  Energy  1ps),   custom  poster  design  
  • 73.
  • 74.
  • 75. Audience survey 300  +  respondents  (51%  staff,  14%  students,  5%  alumni,  5%  faculty)     Audience  wants:     ●  Simple,  clear  direc1ves  for  living  more  sustainably  (1ps  and   tools)     ●  Current  sustainability  news  and  stories,  profiles  recognizing   sustainability  innovators  on  campus     ●  Events,  research  highlights,  and  videos  
  • 76. New strategy Aggregate  content  from  across  Harvard  and  curate  community-­‐ driven,  crowdsourced  tools  and  resources  
  • 77. Additional strategies ●  Provide  news  and  informa1on   highligh1ng  current  work  and   accomplishments  of  our   community     ●  Include  content  that  creates  a   dialogue  i.e.  features,  stories,   guest  posts     ●  Develop  content  that  can  be   shared  and  reused  by  our   community     ●  Create  an  effec1ve  design   and  iden1fy  a  distribu1on   tool     ●  Establish  governance  and   support       ●  Support  best  prac1ces  and   University  standards  
  • 78. Getting to work ●  Audience Survey ●  Shared results with team ●  Project charter ●  Selected platform (mailchimp) ●  Worked with web vendors to create template that aligned with new website
  • 79.
  • 80.
  • 81.
  • 82.
  • 83.
  • 84. Some awesome stats Open rate = average 25% Click rate = average 6%
  • 85. Listen Your audience can, and will, provide direction for your strategy
  • 86. Content trumps Don’t worry about length, as long as you’re giving your audience what they want!
  • 87. @ Radcliffe Institute Radcliffe  Ins9tute     E-­‐communica9ons  Program     November  2014    
  • 88. Who We Are As  Harvard’s  ins1tute  for  advanced  study,  we     •  GENERATE  ideas  by  scholars,  scien1sts,  public  intellectuals,   ar1sts,  and  students  through  our  three  programs:     –  Fellowship  Program   –  Schlesinger  Library  on  the  History  of  Women  in  America   –  Academic  Ventures     •  SHARE  ideas  through  lectures,  conferences,  performances,   and  exhibi1ons  that  are  free  and  open  to  the  public.    
  • 89. Our Audience We  email  27,500  Radcliffe  affiliates:       •  Current  and  former  Ins1tute  fellows     •  Radcliffe  Alumnae  (‘77  and  prior);  Harvard-­‐ Radcliffe  Alumni  (‘77-­‐’99)     •  Harvard  Alumni     •  Harvard  Faculty   •  Harvard  Graduate  and  Undergraduate  Students     •  General  Public  who  aLend  Radcliffe  Ins1tute   events  or  sign  up  online    
  • 90. Our Goals •  Engage  our  local,  na1onal,  and  interna1onal   audiences  in  the  Radcliffe  Ins1tute  people,   programs,  and  collec1ons  through   announcements  and  news  alerts     •  Invite  Radcliffe  affiliates  to  aLend  our  free  and   public  events    
  • 91.
  • 92.
  • 93. Our E-communications •  We  launched  our  e-­‐communica1ons  program  and   plakorm  in  September  2011     –  Harris  Tools   –  Radcliffe  Affiliates  in  Advance  Database     –  New  Design     •  In  2012,  we  launched  radcliffe.harvard.edu,   which  allows  visitors  to  sign  up  to  receive  our   news  and  events     •  In  2013,  we  consolidated  mul1ple  email  lists   across  the  Ins1tute  that  were  owned  by   individual  programs.    
  • 94. Our Design •  Promotes  the  Radcliffe  Ins1tute  brand     •  Mo1f  consistent  with  our  website     •  Layout:  clean,  one  column  which  is  more  mobile  friendly     –  Tested  layouts:  3  columns,  right-­‐hand  sidebar  
  • 95.
  • 96.
  • 97. Our Segmentation: Geography •  Local  v.  all  affiliates  event  invita1ons     •  Now,  only  send  to  all  Radcliffe  affiliates  for   events  that  are  live  webcast     •  Why?  The  Data      
  • 98.
  • 100. Our Segmentation: Results •  NYC  v.  Greater  Boston   •  BOS:  Winter  Schedule  Heats  Up       –  Opens:  2654,  36.69%     –  Clicks:  547,  7.48%   •  NYC:  Winter  Schedule  Heats  Up       –  Opens:  1645,  26.80%       –  Clicks:  114,  1.18  %   •  Segmenta1on  helped  increase  engagement  with  our   all  affiliates  e-­‐communica1ons  
  • 101. Our Results – Geographical Segmentation With  geographical  segmenta1on,  we     •  Increased  our  open  rates  for  event  invites:       – 21.5  percent  to  32.3  percent     – 50  percent  increase   •  Increased  our  average  click  through  rate  for   event  invites:     – 2.2  percent  to  4.7  percent   – 113  percent  increase    
  • 102. Our Best Practices •  Distribu1on  Times     –  Sending  between  7:30  AM–9  AM  has  generated  the   highest  open  and  click  through  rates.   •  Sender     –  Our  audiences  are  most  engaged  in  emails  from  Dean   Lizabeth  Cohen.     •  Geographical  Segmenta1on   –  Greater  Boston  area  for  events  that  will  not  be  live   webcasts   •  Calls  to  Ac1on     –  The  simpler,  the  beLer    
  • 103.
  • 104.
  • 105.
  • 106. Our Results: A Look at a Year In  the  2014  academic  year,  we     •  Increased  our  average  open  rate:     –  23.55%  (2012-­‐2013)  to  26.90%  (2013-­‐2014)   –  14  percent  increase     •  Increased  our  average  click  through  rate:     –  3.60%  (2012-­‐2013)  to  4.64%  (2013-­‐2014)   –  29  percent  increase   •  Increased  our  effec1ve  rate  (unique  clicks/unique   opens):   –  To  16.7%   –  8  percent  increase    
  • 107. Our Program Results •  In  three  years,  we’ve:     –  Increased  reader  engagement   •  Open  Rate:  increased  from  21  percent  to  27  percent   –  28  percent  increase   •  Click  Through  Rate:  increased  from  2.9  percent  to  4.3   percent   –  48  percent  increase   •  Subscriber  List:  increased  from  23  K  to  27.5  K,  a  growth  of  4   K   –  17  percent  increase   –  Without  a  new  subscriber  base  every  year  (i.e.  a  gradua1ng  class   since  we  only  have  50  fellows)  this  increase  highlights   engagement  from  a  new  subscriber  base.     –  How?  Website  feature  (our  highest  traffic  months  generate   spikes  in  sign  ups:  100-­‐150  per  month),  Dean’s  remarks  at  events,   sign  up  cards  at  public  events  
  • 108. Sign  up  to  receive  our  news  and  event   announcements  online!       www.radcliffe.harvard.edu     Thank  You  
  • 111. Next up: Nuts and Bolts of Email Best Practices #digemail
  • 112. Catherine Conway Digital Strategy HPAC | AA&D @catjconway | catherine_conway@harvard.edu
  • 114. IN RECOGNITION OF THOSE WHO PRESS SEND An ode to those who just press send. Catherine Conway, Digital Strategy @catjconway
  • 115. PRESS SEND What does that mean?
  • 117. “Email’s popularity is due, in large part, to the fact that it is not only the most effective type of digital marketing, it is also the least difficult to execute. Ascend2 Digital Marketing Strategy Survey, 2014
  • 118. EMAIL IS EASY “Press send” gives the impression that there’s one button to push.
  • 120. CHECKLIST FOR EMAIL CAPABILITY Strategy What, when, how often Project Management Workflow Creative Copy, design Production Templates, code Development List queries QA Web, email testing Reporting Analytics,
  • 123.
  • 124. 36 emails Over 3 months. 1 new platform That we had never used! 7 departments To coordinate!
  • 125.
  • 126. EVERYONE GETS A ROLE ○  Owners: responsible for deliverables ○  Feedback providers: give input ○  Approvers: give the green light ○  FYI: get notice on milestones happening
  • 127. BREAKING DOWN ‘JUST PRESS SEND’ ○  Strategy/project management ○  Creative ○  Email production ○  Quality assurance ○  List development ○  Support ○  Reporting
  • 128. STRATEGY/PROJECT MANAGEMENT ○  Identify goals for □  Overall campaign □  Individual email ○  Consult shared calendar & schedule ○  Create internal test group
  • 129. CREATIVE ○  Include messaging & imagery ○  Build in rounds of feedback for drafts ○  Include subject line, preheader, sender name & address, and reply-to address in draft
  • 130. PRODUCTION ○  Develop html and text version of email □  Test across platforms as you build □  Test with internal test group ○  Add Google Analytics tagging to email links to track web traffic ○  Schedule for deployment in ESP
  • 131. QUALITY ASSURANCE ○  Walk through the entire user experience ○  Make edits as necessary, including: □  Landing page □  Registration/donation process □  Confirmation screen □  Confirmation/thank you email ○  Test the flow again
  • 132. LIST DEVELOPMENT ○  Identify your list criteria ○  Work with team to pull list in correct format ○  Upload list to your ESP
  • 133. ACTIVATE YOUR SUPPORT TEAM ○  Monitor reply channels: □  Reply inbox □  Help desk inbox/phone ○  Monitor social accounts
  • 134. REPORTING ○  Report on relevant email and web analytics ○  Deliver end-of campaign final report/ roll-up
  • 135.
  • 136. ORDER IS IMPORTANT ○  Timing can vary ○  Set expectations up front ○  Work backwards from deployment
  • 139. Email Best Practices: Technical Tips Melissa Kane | AA&D Marketing and Communications November 7, 2014
  • 140. About •  Alumni Affairs and Development (AA&D) Marketing and Communications •  Support FAS and UDO development initiatives and HAA activities •  Strategy, integration, audience segmentation, messaging •  Email, web, social, print, events
  • 141. What Not To Do
  • 142. What Not To Do
  • 144. Basic Guidelines •  Following a few basic guidelines will help you avoid common pitfalls: o  Simplify o  Optimize for mobile o  Respect limitations
  • 145. Simplify •  Keep emails simple: you can’t include everything •  Limit the number of images, colors, fonts, and font sizes •  More = more likely your email will not render as intended
  • 147. Respect Limitations •  Different mail clients treat your code differently •  Your email won’t look perfect across 100% of clients
  • 148. Why Bother? •  You want your email to be opened. •  You want your email to be read. •  You want your recipients to heed your call to action. •  By following best practice guidelines, you can create an email that looks great in the majority of mail clients.
  • 149. Basics •  Container table: 100% width •  Content table: 600-650 pixels
  • 150. CSS •  Cascading Style Sheets (CSS) is a language which describes the look and formatting of an email •  CSS separates email content from email presentation (formatting)
  • 151. CSS
  • 152. CSS •  CSS support varies across email clients •  For best results, manually style elements •  If need be, use Premailer or similar to drop styles in-line
  • 153. Common HTML Elements •  Some HTML elements are compatible across most email clients: o  Font-family o  Font-size o  Font-weight o  Text-align o  Text-decoration o  Color
  • 154. Text •  So you want to copy and paste… o  Copy and paste text into Notepad or another text editor o  Clear formatting o  Paste into email
  • 155. Text •  Never copy and paste directly from Word!
  • 156. Text •  Best to use a standard font such as: Arial or Georgia •  If you must use something else, use a universal font as back-up
  • 157. Images •  Use .JPG images •  .PNG files do not display as consistently •  Limit file size •  Include width
  • 158. Images •  Use align and valign elements to dictate alignment •  Use padding element to dictate how the area around your image should appear
  • 159. Images •  Always use alt text: o  Gives the recipient information about the image in the event that it does not load o  Also used by screen readers
  • 160. Images •  Never rely on images to convey key information!
  • 162. Buttons •  HTML buttons are preferable to image buttons •  Will display even if graphics are turned off
  • 163. Testing •  Use Litmus or a similar tool to see how your email will render across a variety of clients
  • 164. Testing •  Open accounts with as many email clients as possible; add these accounts to your test list •  Check each account on desktop and mobile •  Do not rely on built-in preview mode
  • 165. Evaluation •  Is text easy to read? •  Do graphics display correctly? •  Do links function properly? •  Does my email look great across a majority of email clients? •  Is my email optimized for mobile?
  • 166. Learn More •  Enroll in a Lynda.com course focused on HTML, Dreamweaver, or email marketing •  Take a course in HTML or Dreamweaver at the Center for Workplace Development (CWD)
  • 168. Thank You! Melissa Kane | AA&D Marketing and Communications melissa_bourgoine@harvard.edu
  • 169. Slow Down, Daredevil: Best Practices for Email Testing, Analytics, and Reporting Mike Petroff Digital Content Strategist @mikepetroff | #digemail
  • 170. Intro Mike Petroff Digital Content Strategist / Office of Digital Strategy
  • 171. Topics ●  Testing ●  Creating test groups ●  A/B testing ●  Analytics ●  Numbers to track ●  UTM tracking ●  Reporting ●  Formats ●  Making reports stick credit: Michael Ochs Archives
  • 172. So, why test? credit: Donald Horne/Flickr
  • 174. Why Test? ●  Test Group Basics ●  Include both desktop, mobile ●  Sender, subject ●  Design, text, links ●  Links, tracking (opens/clicks) ●  Allow time for adjustments
  • 176. What matters most? credit: C. Alexander Leigh/Flickr
  • 177. Email: Numbers that Matter Standard email reports include: ●  Open rate (% of email recipients that open) ●  CTR (Click-through rate) or link click totals Also consider: ●  Effective rate (click rate divided by the open rate) ●  Bounce rate (emails sent that could not be delivered) ●  Subscription growth ●  Unsubscribes ●  Variations between email sends
  • 178. Email: Numbers that Matter Standard email reports include: ●  Open rate (% of email recipients that open) ●  CTR (Click-through rate) or link click totals Also consider: ●  Effective rate (click rate divided by the open rate) ●  Bounce rate (emails sent that could not be delivered) ●  Subscription growth ●  Unsubscribes ●  Variations between email sends But, what about conversions?
  • 179. Connecting the dots credit: Franz Lüdicke/Flickr Email send CTR Website conversion
  • 180. Email: Analytics and UTM codes Establish consistency in naming: ●  Medium (email, social, print, etc) ●  Source ●  Campaign Name For example, our ‘Medium’ is the most general, then ‘Source’ gets more specific about the type of email, then ‘Campaign’ is the specific name of the campaign. http://www.example.com/?utm_source=weekly- newsletter&utm_medium=email&utm_campaign=best- deals
  • 181. Email: Analytics and UTM codes utm_source=newsletter utm_medium=email utm_campaign=hag utm_content=aad_comm_all_alumni_2014-10-24
  • 182. Email: Analytics and UTM codes Google ‘url builder’
  • 183. Email: Analytics and UTM codes Shared Spreadsheet
  • 184. Making it stick, with reporting credit: Tony Hart/Flickr
  • 186. Google Analytics dashboards Resource: https://www.google.com/analytics/gallery/ Things to consider: ●  Site goals and conversion metrics ●  Visitor technology (mobile/desktop, screen size) ●  Visitor behavior (new/returning, event tracking)
  • 187. Distribution examples Daily: Gazette email report Goal: ●  Provides overall open/click rate, story clicks ●  Compiled in Silverpop, bulleted insights Weekly: Dashboard report Goal: ●  Overall top stories, traffic breakdown by Harvard sources (Harvard.edu, daily email, social) ●  Compiled through GA Dashboard, with bulleted insights
  • 188. Distribution examples Goal: ●  Trending analytics and analysis for main Harvard web, email, social properties ●  Compiled through several analytics sources, collected in shared Google Doc, bulleted insights Ad-hoc: Snapshot analytics reports Goal: ●  Provide consistent, templated approach to collection of web, email, social stats and examples ●  Compiled using several analytics sources, collected in shared Google doc Monthly: Monthly analytics report
  • 189. Distribution examples Example: Daily Gazette section from Monthly Report
  • 190. Thank you! Mike Petroff Digital Content Strategist
  • 191. Q&A: Nuts and Bolts of Email Best Practices #digemail
  • 192. Next up: It’s a Mobile World #digemail
  • 193. Building and optimizing email templates for mobile It’s a Mobile World
  • 196. WHY CAN’T MY EMAIL LOOK THE SAME EVERYWHERE?
  • 199. Wrapper 100% Content Area 600px Preheader Header Body Footer
  • 200. Content Area Nested Tables Media Queries table { border-spacing: 0; border-collapse: collapse; } @media only screen and (max-width: 600px) { table[class="body"] .row { width: 100% !important; display: block !important; } } Avoid CSS for layouts
  • 201. Preheader PreheaderPlace at the beginning of your body section Can be hidden or displayed in the email itself <body> <span>This is my preheader! </span> <body> <span style = “display: none;”>This is my preheader! </span>
  • 202. Header Graphic (100% or fixed width) HEADER TITLE Tagline | November 2014 100% 420px Text (HTML) visual impact not visible by default difficult to read text at small sizes Remember your <alt> text! Always visible limited style options (support for web fonts is limited) easy to edit <img src=”image.jpg” alt=”This is your alt text” /> Header
  • 203. Body Text & Images Image basics <img src=”image.jpg” width=”250” height=”180” border=”0” style=”display:block;” /> ●  Animated GIFs are supported in most email clients (not Outlook) ●  Background images are not widely supported Text Tip: Use non-breaking spaces to prevent orphan text Read more ...about this story. Read&nbsp;more Read more
  • 204. RESOURCES Guidelines | Templates | Tools | Testing
  • 215. premailer.dialect.ca table.row { padding: 0px; width: 100%; position: relative; } <STYLE> <HTML> <table class="row" style="padding: 0px; width: 100%; position: relative;”>
  • 219. Chrome Browser (Element Inspector)
  • 221. Thank you for attending Email Academy! harvard.edu/guidelines #digemail