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Insider’s Guide to

Marketing & Selling
with WordPress

@JoeManna | #WCPHX
About Me
• WordPress Power-User since 2006!
• Infusionsoft Dev. Partner Program Manager
• Managed two high-traffic blogs that achieves ROI
• Passionate about small businesses and startups

• Loves American Muscle cars.
(I miss my ’98 Camaro)
So, what are we going to
talk about?
As WordPress platform matures, the need to
drive business results increases substantially.
Whether you’re implementing for yourself or
clients, you need to provide total solutions that
can drive value.
WordPress does have its limits; outside
solutions extend WordPress’ capabilities.
Marketing ain’t easy.
Here are a few marketing needs with WordPress
•
•
•
•
•
•
•

Web Forms
Landing Pages
Calls to Action
Audience Development
Copy and Content
SEO and Open Graph
Analytics and Measurement
… And neither is selling.
Here are a few sales needs with WordPress
•
•
•
•
•
•
•

PCI Compliance
Shopping Carts & Order Forms
Post-Sale Experience
Platform Security
Performance
Analytics and Measurement
Automation
Marketing with WordPress
Web Forms (Opt-Ins)
Collects information about a given topic or interest.
• Used for audience development or lead generation.
• Focus on easy user experience. Less is more.
• Ideal to use WordPress’ native form handling capabilities.
… If possible, use regular HTML Web Forms
• There are some excellent plugins available!
Landing Pages
Specific pages designed to attract and collect information about
a given topic or interest.
• Often used for lead generation and e-commerce.
• Be specific. Know your audience and their pains!
• Many themes today support dead-simple landing pages
• Landing Pages are somewhat formulaic:
Headline + Copy (Content) + Call to Action = Landing Page

• When doing PPC, drive traffic to Landing Pages!
Thank You Pages
Affirms what action visitors took and gives additional guidance.
• Used for lead generation and sales.
• Reinforce and deliver on expectations.
• Answer FAQs you often get.
• De-list from your sitemap and indexing.
• Idea: Inform visitors what other services/products you offer.
• Simple Page templates are best. Keep visitors focused.
Call to Action (Below Post)
Messages designed to compel readers to act on your content.
• Used for audience development, lead generation, sales.
• Use one call to action at a time.
• Many themes today support widgets below the post.
• Make your call to action stand out from your content.
• Track link clicks with Google UTM Tags for later analysis.
Email Marketing
Stay in contact with your audience and follow-up with them.
• Bad: By default, WP sends mail from your web server.
• Good: Use a dedicated email service provider.
• Mandrill by MailChimp is a developer’s best friend. You can
configure WP to send all email through it.
• Setup your SPF Record for your domain for maximum deliverability.
• Always set the right expectations at the opt-in.
• Segmentation is key to increase conversions and satisfy your
subscribers.
Analytics & Measurement
Measure activities and yield insight into performance.
• Always, always, always setup analytics.
• You can use multiple analytics solutions.
• Get familiar with those solutions to configure goals, ‘actions’
to yield INSIGHT, not just more DATA.
• Use the data to make decisions.
Selling with WordPress
PCI Compliance
Payment Card Industry (PCI) Compliance provides basic
standards for security for merchants.
• Look at your Merchant Account agreements – PCI is generally
not optional.

• It’s not so much the certificate that matters, but the processes
to achieve it.
• PCI is focused on wherever credit card data is collected.
• WordPress can become PCI Compliant with a bit of work.
• You can ‘bypass’ WordPress for transactions and be OK.
• Practically all e-commerce solutions are PCI Compliant.
E-Commerce on WP
A number of WordPress-ready solutions can help you securely
and reliably sell products.
• WooCommerce is a staple when considering selling on WP.
• Cart66 is great to offload the PCI stress and ‘get it done.’
• Think about your needs today and tomorrow. Have a plan.
• It’s not only about the sale – follow-up is just as important.
• Look for integrations with your marketing software.
• Infusionsoft has apps that sync w/ WooCommerce (InfusedWoo,
Zapier, etc.)
E-Commerce Checklist
Here is a checklist of things to do when selling on WordPress.
Setup SSL (HTTPS) on domain.
Verify it works correctly.

SEO metadata configured for
product/sales pages

WordPress configured to serve
pages over HTTPS

Test mobile functionality and
usability

Change default user names and
lower permissions for non admins

HTTP/HTTPS URLs work as designed

Enforce secure passwords on all
users

Load-test the site so it can handle
massive traffic.

Serve your Javascript and CSS over
a secure connection (HTTPS)

If using a caching environment, can
you capture the IP address?

Configure and test Merchant
Account.

Configure Open Graph data and
product images to render properly

Configure Thank You pages as
needed.

Configure analytics to track goals on
successful sales.
Analytics
JetPack Site Stats
Easy to use analytics for WordPress.

• Takes about 2 minutes to set up.
• Offers basic insights on your traffic and shows you trends
• Does not track goals, Google campaign traffic, PPC traffic, etc.

• Applicable for 90% of people’s needs.
• There’s no excuses to not know your traffic anymore.
Google Analytics
Google Analytics is the standard for measuring web activities.

• Consider switching to Universal Analytics. More flexible!
• Configure Goals where it makes sense: Thank You pages, ecommerce post-sale pages.

• Tracking custom or canned ‘Events’ allows you measure what
people are doing on your site. GAS.js helps!
• Know how to interpret the data and reports.
• Use data to make decisions: “In data we trust.”
Business Intelligence
You need to know how your site drives ROI

• Traffic doesn’t pay the bills. Revenue over expenses does.
• Know what factors result in customer acquisition.
• Measure every stage of your customer lifecycle.

• Wherever possible, track lead sources. Segment by channel
and source to determine healthy investments.
• End game: Highest CLV, Lowest CAC, Lowest Churn.
• A little extra research can help you grow your business.
Recommendations
Build (and retain) your list.

It’s time to take lead generation seriously
and build your prospect and customer lists.
Deliver value every time so they are LOYAL
and ENGAGED with you.
Stop using spreadsheets for
customer data.

Not only is it a huge time-suck, it’s a ticking
time-bomb of liability.
Figure out the tools you need to streamline
and scale your business with WordPress.
Managed WordPress
Hosting is well worth it.
Shop around by service quality, uptime,
support and cost of optional upgrades.
Great Managed WordPress hosts are here
supporting WordCamp. (Thank you!)

Ask around. The WP community is the best
filter for making quality recommendations.
Get your analytics working.

Make better decisions with data.
Spend some time understanding what the
data means. Help docs good place to start.
Don’t do everything all at once.

Focus on what matters first.
Take one step at a time towards excellence.
Avoid shiny objects.
Traffic.
Accessibility.

Leads.
Sales.
Leverage WordPress and its
ecosystem to the fullest.
While WordPress is free, the ecosystem
provides value. Invest in it.
Tons of new innovations happening more
frequently.
Not everything needs to be
built in WordPress.
Consider your needs today and
tomorrow.
The shortest and most direct path to a
client’s benefit wins.
Recommended Plugins
WooCommerce
WordPress SEO
JetPack
WordPress HTTPS (SSL)
W3 Total Cache*

Contact Form 7
Mandrill
Cart66 [$]
Genesis Framework [$]
Gravity Forms [$]
Let’s get in touch!
Joe Manna

@joemanna
joseph.manna@infusionsoft.com
Do you create e-commerce plugins for WordPress users? Let’s talk!

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Insider's Guide to Marketing & Selling with WordPress [#WCPHX]

  • 1. Insider’s Guide to Marketing & Selling with WordPress @JoeManna | #WCPHX
  • 2. About Me • WordPress Power-User since 2006! • Infusionsoft Dev. Partner Program Manager • Managed two high-traffic blogs that achieves ROI • Passionate about small businesses and startups • Loves American Muscle cars. (I miss my ’98 Camaro)
  • 3. So, what are we going to talk about?
  • 4. As WordPress platform matures, the need to drive business results increases substantially. Whether you’re implementing for yourself or clients, you need to provide total solutions that can drive value. WordPress does have its limits; outside solutions extend WordPress’ capabilities.
  • 5. Marketing ain’t easy. Here are a few marketing needs with WordPress • • • • • • • Web Forms Landing Pages Calls to Action Audience Development Copy and Content SEO and Open Graph Analytics and Measurement
  • 6. … And neither is selling. Here are a few sales needs with WordPress • • • • • • • PCI Compliance Shopping Carts & Order Forms Post-Sale Experience Platform Security Performance Analytics and Measurement Automation
  • 8. Web Forms (Opt-Ins) Collects information about a given topic or interest. • Used for audience development or lead generation. • Focus on easy user experience. Less is more. • Ideal to use WordPress’ native form handling capabilities. … If possible, use regular HTML Web Forms • There are some excellent plugins available!
  • 9. Landing Pages Specific pages designed to attract and collect information about a given topic or interest. • Often used for lead generation and e-commerce. • Be specific. Know your audience and their pains! • Many themes today support dead-simple landing pages • Landing Pages are somewhat formulaic: Headline + Copy (Content) + Call to Action = Landing Page • When doing PPC, drive traffic to Landing Pages!
  • 10. Thank You Pages Affirms what action visitors took and gives additional guidance. • Used for lead generation and sales. • Reinforce and deliver on expectations. • Answer FAQs you often get. • De-list from your sitemap and indexing. • Idea: Inform visitors what other services/products you offer. • Simple Page templates are best. Keep visitors focused.
  • 11. Call to Action (Below Post) Messages designed to compel readers to act on your content. • Used for audience development, lead generation, sales. • Use one call to action at a time. • Many themes today support widgets below the post. • Make your call to action stand out from your content. • Track link clicks with Google UTM Tags for later analysis.
  • 12. Email Marketing Stay in contact with your audience and follow-up with them. • Bad: By default, WP sends mail from your web server. • Good: Use a dedicated email service provider. • Mandrill by MailChimp is a developer’s best friend. You can configure WP to send all email through it. • Setup your SPF Record for your domain for maximum deliverability. • Always set the right expectations at the opt-in. • Segmentation is key to increase conversions and satisfy your subscribers.
  • 13. Analytics & Measurement Measure activities and yield insight into performance. • Always, always, always setup analytics. • You can use multiple analytics solutions. • Get familiar with those solutions to configure goals, ‘actions’ to yield INSIGHT, not just more DATA. • Use the data to make decisions.
  • 15. PCI Compliance Payment Card Industry (PCI) Compliance provides basic standards for security for merchants. • Look at your Merchant Account agreements – PCI is generally not optional. • It’s not so much the certificate that matters, but the processes to achieve it. • PCI is focused on wherever credit card data is collected. • WordPress can become PCI Compliant with a bit of work. • You can ‘bypass’ WordPress for transactions and be OK. • Practically all e-commerce solutions are PCI Compliant.
  • 16. E-Commerce on WP A number of WordPress-ready solutions can help you securely and reliably sell products. • WooCommerce is a staple when considering selling on WP. • Cart66 is great to offload the PCI stress and ‘get it done.’ • Think about your needs today and tomorrow. Have a plan. • It’s not only about the sale – follow-up is just as important. • Look for integrations with your marketing software. • Infusionsoft has apps that sync w/ WooCommerce (InfusedWoo, Zapier, etc.)
  • 17. E-Commerce Checklist Here is a checklist of things to do when selling on WordPress. Setup SSL (HTTPS) on domain. Verify it works correctly. SEO metadata configured for product/sales pages WordPress configured to serve pages over HTTPS Test mobile functionality and usability Change default user names and lower permissions for non admins HTTP/HTTPS URLs work as designed Enforce secure passwords on all users Load-test the site so it can handle massive traffic. Serve your Javascript and CSS over a secure connection (HTTPS) If using a caching environment, can you capture the IP address? Configure and test Merchant Account. Configure Open Graph data and product images to render properly Configure Thank You pages as needed. Configure analytics to track goals on successful sales.
  • 19. JetPack Site Stats Easy to use analytics for WordPress. • Takes about 2 minutes to set up. • Offers basic insights on your traffic and shows you trends • Does not track goals, Google campaign traffic, PPC traffic, etc. • Applicable for 90% of people’s needs. • There’s no excuses to not know your traffic anymore.
  • 20. Google Analytics Google Analytics is the standard for measuring web activities. • Consider switching to Universal Analytics. More flexible! • Configure Goals where it makes sense: Thank You pages, ecommerce post-sale pages. • Tracking custom or canned ‘Events’ allows you measure what people are doing on your site. GAS.js helps! • Know how to interpret the data and reports. • Use data to make decisions: “In data we trust.”
  • 21. Business Intelligence You need to know how your site drives ROI • Traffic doesn’t pay the bills. Revenue over expenses does. • Know what factors result in customer acquisition. • Measure every stage of your customer lifecycle. • Wherever possible, track lead sources. Segment by channel and source to determine healthy investments. • End game: Highest CLV, Lowest CAC, Lowest Churn. • A little extra research can help you grow your business.
  • 23. Build (and retain) your list. It’s time to take lead generation seriously and build your prospect and customer lists. Deliver value every time so they are LOYAL and ENGAGED with you.
  • 24. Stop using spreadsheets for customer data. Not only is it a huge time-suck, it’s a ticking time-bomb of liability. Figure out the tools you need to streamline and scale your business with WordPress.
  • 25. Managed WordPress Hosting is well worth it. Shop around by service quality, uptime, support and cost of optional upgrades. Great Managed WordPress hosts are here supporting WordCamp. (Thank you!) Ask around. The WP community is the best filter for making quality recommendations.
  • 26. Get your analytics working. Make better decisions with data. Spend some time understanding what the data means. Help docs good place to start.
  • 27. Don’t do everything all at once. Focus on what matters first. Take one step at a time towards excellence.
  • 29. Leverage WordPress and its ecosystem to the fullest. While WordPress is free, the ecosystem provides value. Invest in it. Tons of new innovations happening more frequently.
  • 30. Not everything needs to be built in WordPress. Consider your needs today and tomorrow. The shortest and most direct path to a client’s benefit wins.
  • 31. Recommended Plugins WooCommerce WordPress SEO JetPack WordPress HTTPS (SSL) W3 Total Cache* Contact Form 7 Mandrill Cart66 [$] Genesis Framework [$] Gravity Forms [$]
  • 32. Let’s get in touch! Joe Manna @joemanna joseph.manna@infusionsoft.com Do you create e-commerce plugins for WordPress users? Let’s talk!