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ENGAGEMENT 
ANALYZER: 
Lifecycle Campaigns 
Based on Email & 
Purchase History 
Kristin Pirazzini 
Sr. Digital Strategist
Yesmail Confidential 2 
Agenda 
Engagement Analyzer 
• What is it? 
• How does it work? 
• What’s in it for you? 
Platform Introduction 
• Overview 
• Scoring Total 
• Scoring Shifts 
Use Case Examples 
Platform Examples Walkthrough
• How can I accurately target segments of my 
audience based on where they are in their 
individual lifecycles? 
• What is the benefit of speaking to audiences 
this way? 
Yesmail Confidential 3 
Common marketer requests:
The Answer: Engagement Analyzer 
Yesmail Confidential 4 
What is it? 
• Tool within Yesmail Marketing Platform 
• Automatically segments subscribers by 
interaction with your email campaigns 
• Target customers by level of engagement 
• Maintain relevant lifecycle communications that 
resonate with your audience
Yesmail Confidential 5 
Engagement Analyzer 
How does it work? 
• Event Processing Engine runs monthly 
• Summarizes event activity from previous month & stores 
results for each user in database 
• Results used to score users within divisional scoring ‘buckets’ 
– Buckets defined with Account Team 
– Configurable to client need/specification 
• Data used in multiple ways 
– Reporting within the application 
– Actionable Targeting/reporting attributes using the Yesmail Marketing 
Platform
Yesmail Confidential 6 
Engagement Analyzer 
What’s in it for you? 
• More accurate lifecycle marketing 
• Improved deliverability by understanding 
consumer behavior and targeted segments 
• Better customer engagement 
• More profitable campaigns 
Recent 
Purchasers 
Past 
Openers 
Past 
Clickers 
Became 
Inactive
RFM/RFC monitoring for B2C & B2B 
READ RECENCY 
•1-30 days 
•31-60 days 
•61-90 days 
•91-180 days 
•181-365 days 
•365+ days 
•Never 
Yesmail Confidential 7 
CLICK RECENCY 
•30 days 
•31-60 days 
•61-90 days 
•91-180 days 
•181-365 days 
•365+ days 
•Never 
PURCHASE 
RECENCY 
•1-30 days 
•31-60 days 
•61-90 days 
•91-180 days 
•181-365 days 
•365+ days 
•Never 
CLICK FREQUENCY 
• <5% • 6-10% 
• 11-20% • 21-30% 
• 31-40% • 41-50% 
• 61-70% • 71-80% 
• 81-90% • 91-100% 
• Never 
TENURE 
•1-30 days 
•31-60 days 
•61-90 days 
•91-180 days 
•181-365 days 
•365+ days 
• Enables you to classify your consumer base into 
high value categories 
• Refine your targeting schemes based on existing 
& previous user score
Yesmail Confidential 8 
Platform Introduction 
• Overview 
• Offerings 
• How it works 
• Scoring Totals 
• Quickly score your customers based on tenure & 
activity in response to campaigns 
• Scoring Shifts 
• Horizontally: where users in current score bucket came 
from 
• Vertically: where users in previous bucket came from 
• What you can alter: division, current month 
• Export
Yesmail Confidential 9 
Use Case Walkthrough
Yesmail Confidential 10 
Use Case Examples 
• Recent Purchasers 
– Target subscribers who bought 
recently to thank them for their 
business 
• Set up a monthly recurring trigger 
campaign with additional savings 
or an opportunity to share or get 
active 
• Examples: “Thanks for being a 
loyal customer! Save 15% on 
your next order.” OR “Love your 
new (store) purchase? Show off 
on social media!” 
Recent 
Purchasers
Yesmail Confidential 11 
Use Case Examples 
• Past Openers/Past Clickers 
– Target subscribers who haven’t opened 
in a while 
• Coordinate with an A/B subject line test to 
get subscribers to open again 
• Example: “Beautiful Savings Inside! Open 
for your surprise …” 
– Target subscribers who have not clicked 
through 
• Set up an A/B content test enticing 
audience to click 
• Example: “How Much Will You Save? 15% 
20% 25% etc.” 
Past 
Openers 
Past 
Clickers
Yesmail Confidential 12 
Use Case Examples 
• Became Inactive 
– Target subscribers who have 
recently become inactive 
• Set up a multi-step reactivation 
series 
• Example: “We miss you! Come 
see what’s new at (company)” 
Became 
Inactive
Yesmail Confidential 13 
Platform Examples Walkthrough 
(move to Yesmail Marketing Platform)
Thank you!

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Engagement Analyzer: Lifecycle Campaigns Based on Email & Purchase History

  • 1. ENGAGEMENT ANALYZER: Lifecycle Campaigns Based on Email & Purchase History Kristin Pirazzini Sr. Digital Strategist
  • 2. Yesmail Confidential 2 Agenda Engagement Analyzer • What is it? • How does it work? • What’s in it for you? Platform Introduction • Overview • Scoring Total • Scoring Shifts Use Case Examples Platform Examples Walkthrough
  • 3. • How can I accurately target segments of my audience based on where they are in their individual lifecycles? • What is the benefit of speaking to audiences this way? Yesmail Confidential 3 Common marketer requests:
  • 4. The Answer: Engagement Analyzer Yesmail Confidential 4 What is it? • Tool within Yesmail Marketing Platform • Automatically segments subscribers by interaction with your email campaigns • Target customers by level of engagement • Maintain relevant lifecycle communications that resonate with your audience
  • 5. Yesmail Confidential 5 Engagement Analyzer How does it work? • Event Processing Engine runs monthly • Summarizes event activity from previous month & stores results for each user in database • Results used to score users within divisional scoring ‘buckets’ – Buckets defined with Account Team – Configurable to client need/specification • Data used in multiple ways – Reporting within the application – Actionable Targeting/reporting attributes using the Yesmail Marketing Platform
  • 6. Yesmail Confidential 6 Engagement Analyzer What’s in it for you? • More accurate lifecycle marketing • Improved deliverability by understanding consumer behavior and targeted segments • Better customer engagement • More profitable campaigns Recent Purchasers Past Openers Past Clickers Became Inactive
  • 7. RFM/RFC monitoring for B2C & B2B READ RECENCY •1-30 days •31-60 days •61-90 days •91-180 days •181-365 days •365+ days •Never Yesmail Confidential 7 CLICK RECENCY •30 days •31-60 days •61-90 days •91-180 days •181-365 days •365+ days •Never PURCHASE RECENCY •1-30 days •31-60 days •61-90 days •91-180 days •181-365 days •365+ days •Never CLICK FREQUENCY • <5% • 6-10% • 11-20% • 21-30% • 31-40% • 41-50% • 61-70% • 71-80% • 81-90% • 91-100% • Never TENURE •1-30 days •31-60 days •61-90 days •91-180 days •181-365 days •365+ days • Enables you to classify your consumer base into high value categories • Refine your targeting schemes based on existing & previous user score
  • 8. Yesmail Confidential 8 Platform Introduction • Overview • Offerings • How it works • Scoring Totals • Quickly score your customers based on tenure & activity in response to campaigns • Scoring Shifts • Horizontally: where users in current score bucket came from • Vertically: where users in previous bucket came from • What you can alter: division, current month • Export
  • 9. Yesmail Confidential 9 Use Case Walkthrough
  • 10. Yesmail Confidential 10 Use Case Examples • Recent Purchasers – Target subscribers who bought recently to thank them for their business • Set up a monthly recurring trigger campaign with additional savings or an opportunity to share or get active • Examples: “Thanks for being a loyal customer! Save 15% on your next order.” OR “Love your new (store) purchase? Show off on social media!” Recent Purchasers
  • 11. Yesmail Confidential 11 Use Case Examples • Past Openers/Past Clickers – Target subscribers who haven’t opened in a while • Coordinate with an A/B subject line test to get subscribers to open again • Example: “Beautiful Savings Inside! Open for your surprise …” – Target subscribers who have not clicked through • Set up an A/B content test enticing audience to click • Example: “How Much Will You Save? 15% 20% 25% etc.” Past Openers Past Clickers
  • 12. Yesmail Confidential 12 Use Case Examples • Became Inactive – Target subscribers who have recently become inactive • Set up a multi-step reactivation series • Example: “We miss you! Come see what’s new at (company)” Became Inactive
  • 13. Yesmail Confidential 13 Platform Examples Walkthrough (move to Yesmail Marketing Platform)