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Retail Digital Marketing Management Course (5)
Integrated Performance
Management and
Optimization
Matthew Kwan
www.facebook.com/matthew.news
Principal Consultant, Adams
June 8, 2017
Copyright © 2017. Adams Company Limited. 1
The Hong Kong Retail Management Association - 零售數碼營銷管理課程
DISCLAIMER
Copyright © 2017.
Adams Company Limited
No part of this document is allowed to reprint or circulate publicly.
Copyright © 2017. Adams Company Limited. 2
Overall Performance
for Real ROI
Copyright © 2017. Adams Company Limited. 3
How much budget is
enough?
Copyright © 2017. Adams Company
4
HK$9,000
Copyright © 2017. Adams Company
5
Copyright © 2017. Adams Company Limited. 6
The Idea of Critical Mass
Copyright © 2017. Adams Company Limited. 7
Investment ($, Time, People, Coverage…)
Return ($, Customers, Brand)
Today’s Agenda
• What are the KPI to measure?
• What are the real success metrics?
• How to measure performance effectively and objectively?
• Basics of Google Analytics
Copyright © 2017. Adams Company Limited. 8
What are the KPI to
measure?
Copyright © 2017. Adams Company Limited. 9
The idea of Cost Per…
• CPC (Click)
• CPM (M=thousand impressions)
• CPV (View)
• CPA (Acquisition/Action)
• CPL (Lead)
• CPE (Enquiry)
• CPS (Sales)
Copyright © 2017. Adams Company
10
CPC (Click)
• CPC is an indicator that one has
actually visited your landing page or
fan page…
• Competition on search engines,
matching types, quality score,
competitions…can vary so much
depending on platforms
• Click quality is significantly important
to drive “real” ROI eventually
• The art to balance the click volume
and CPC is important to maintain the
“optimal” ROI and results
Copyright © 2017. Adams Company Limited. 11
CPM
(M=1000 impressions)
• No of impressions is an indicator
of your online presence
• The lower the cost of higher
number of impressions will
increase awareness?!
• Assume the target audience is
similar, cost does a lot of matter
Picture source: https://answers.unrealengine.com/storage/attachments/36145-projector.png
Copyright © 2017. Adams Company Limited. 12
CPV (View)
• Primarily it is a
measurement for video
advertising
• The viewing quality is
largely depending on the
nature of “ad format” and
platform of playing
• Sometimes, playing longer
does not mean a better
quality of viewing!
Copyright © 2017. Adams Company
13
CPA (Acquisition/Action)
• Acquisition or Action can be signing up membership, sample request,
game participation, survey/questionnaire, any kind of engagement
• It is an effective measurement of “conversation” of your advertising
effort
Copyright © 2017. Adams Company Limited. 14
CPL (Lead) & CPE (Enquiry)
• It is also a measurement of
“conversion”.
• A sales lead/enquiry is typically a
way to capture attention of target
customers to submit questions or
request for further information.
• The simpler the action (e.g.
checkboxes) the easier to draw
leads
Copyright © 2017. Adams Company Limited. 15
CPS (Sales)
• It is the ultimate
measure for your
advertising
effort/budget and
how it was spent.
• For every dollar is
being spent, how
much are you getting
back?
Copyright © 2017. Adams Company Limited. 16
Adams Methodology
Strategic Objectives Planning
Copyright © 2017. Adams Company Limited. 17
Sales
Brand
AwarenessCustomers
Search
Display
Digital PR
Social Media
Mobile
Marketing
E-Mails
How to get more sales orders/leads with lesser
marketing budget?
(CPS or CPL…)
How to show more in front of
target audience with lesser
marketing budget?
(CPM or CPV…)
How to acquire more members or
customers or fans with lesser
marketing budget?
(CPA)
Copyright © Adams Company Limited. All rights reserved.
Digital Advertising & Consultancy
Decide which digital channel will perform better than others?
18
Branding Customers Sales
Google Search P PP
Google Display Network PP
GDN - Remarketing P P PP
YouTube PP P
Facebook – (Page/Post) P PP P
Facebook - Remarketing P PP PP
Yahoo Search P PP
Yahoo Native Ads P
Yahoo Fixed Position P P
Instagram PP PP
Copyright © Adams Company Limited. All rights reserved.
Digital Advertising & Consultancy
Channel List
19
Text Graphic Video / Animation
Google Search P
Google Display Network P P P
GDN - Remarketing P P P
YouTube P P P
Facebook – (Page/Post) P P
Facebook - Remarketing P P
Yahoo Search P
Yahoo Native Ads P
Yahoo Fixed Position P
Instagram P P
The real question is
COST-EFFECTIVE
Picure: http://www4.pictures.zimbio.com/gi/2009+USA+Outdoor+Track+Field+Championships+d6KepSOVT6ll.jpg
Copyright © 2017. Adams Company Limited. 20
How to decide which digital
channel will perform better
than others?
Copyright © 2017. Adams Company Limited. 21
How to decide which digital channel will
perform better than others?
• What Strategic Objectives are you trying to achieve?
• Target customers behavior
• Age/Sex/Interests/Education/Location
• Product Nature
• B2B Vs B2C
• Channel/Media Nature
• Social Media Vs Content Sharing
• Ad Design & Messaging/Call-to-action
Copyright © 2017. Adams Company Limited. 22
What is your marketing objective?
Copyright © 2017. Adams Company Limited. 23
What is your marketing objective?
Copyright © 2017. Adams Company Limited. 24
What are the real success
metrics?
Copyright © 2017. Adams Company Limited. 25
Adams Methodology
Defining Success Metrics
Brand
Reach
# of Websites/Posts
Impressions / Views
Customers
Subscription
Membership
Loyalty Program
Sales
Leads
Orders
Sales $
Confidential. Copyright © Adams Company Limited. 26
Measuring Brand Success?
Copyright © 2017. Adams Company Limited. 27
• Brand Awareness
• Visibility
• Online Presence
• e-Branding
• Top of Mind
• Word of Mouth
Copyright © 2017. Adams Company Limited. 28
It is always a Funnel!
Copyright © 2017. Adams Company Limited. 29
Critical Mass
is EVERYTHING
Copyright © 2017. Adams Company Limited. 30
Copyright © 2017. Adams Company Limited. 31
390,000 people
CRITICAL MASS!
What is enough?
Copyright © 2017. Adams Company Limited. 32
1,000,000
You are really
juggling a lot of
factors
Copyright © 2017. Adams Company Limited. 33
Picture Source: https://upload.wikimedia.org/wikipedia/commons/d/d5/0012_FAMILIE_FALTYNY_Juggling_Tschechien.JPG
E-Mail
10%
Open
10%
Click
10%
Action
Copyright © 2017. Adams Company Limited. 34
10%
Open
10%
Open
10%
Open
10%
Open
Search
0.5%
CTR
1%
Website
Action
15%
Sales
Copyright © 2017. Adams Company Limited. 35
Impressions
Budget
Competitions
Ad Description
Average Position
4C Website Design
Simple Actions at the
glance
Lead time to follow
Value Propositions
Cost Effectiveness
Sample ROI Calculator
Copyright © 2017. Adams Company Limited. 36
How to measure performance
effectively and objectively?
Copyright © 2017. Adams Company Limited. 37
Copyright © 2017. Adams Company Limited. 38
Global Ranking?
Local Ranking?
Copyright © 2017. Adams Company Limited. 39
Fans?
Like Ratio?
Engagement
Rate?
Copyright © 2017. Adams Company Limited. 40
Slides/Videos
Views?
Copyright © 2017. Adams Company Limited. 41
Enquiry
Tracking
Tracking/Conversion Codes
Copyright © 2017. Adams Company Limited. 42
Each platform may have
separate Conversion
Tracking tools…
Copyright © 2017. Adams Company Limited. 43
Copyright © 2017. Adams Company Limited. 44
Copyright © 2017. Adams Company Limited. 45
An excellent tool for companies and advertisers
to evaluate ROI from all sources of internet traffic!
Basics of Google Analytics
Copyright © 2017. Adams Company Limited. 46
Copyright © 2017. Adams Company Limited. 47
Google Analytics
can ONLY
be treated as reference!
Monthly Statistics for August 2015
Total Hits 1,391,023
Total Pages 119,500
Total Visits 30,008
Copyright © 2017. Adams Company
48
Google
Analytics
URL Link
Builder
Copyright © 2017. Adams Company Limited. 49
Q & A
Copyright © 2017. Adams Company Limited. 50
We look forward to collaborating with you!
www.adamshk.com
www.facebook.com/adams.news
www.youtube.com/adamshongkong
www.slideshare.net/adamshk
Copyright © 2017. Adams Company Limited. 51

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Integrated Performance Management and Optimization

  • 1. Retail Digital Marketing Management Course (5) Integrated Performance Management and Optimization Matthew Kwan www.facebook.com/matthew.news Principal Consultant, Adams June 8, 2017 Copyright © 2017. Adams Company Limited. 1 The Hong Kong Retail Management Association - 零售數碼營銷管理課程
  • 2. DISCLAIMER Copyright © 2017. Adams Company Limited No part of this document is allowed to reprint or circulate publicly. Copyright © 2017. Adams Company Limited. 2
  • 3. Overall Performance for Real ROI Copyright © 2017. Adams Company Limited. 3
  • 4. How much budget is enough? Copyright © 2017. Adams Company 4
  • 5. HK$9,000 Copyright © 2017. Adams Company 5
  • 6. Copyright © 2017. Adams Company Limited. 6
  • 7. The Idea of Critical Mass Copyright © 2017. Adams Company Limited. 7 Investment ($, Time, People, Coverage…) Return ($, Customers, Brand)
  • 8. Today’s Agenda • What are the KPI to measure? • What are the real success metrics? • How to measure performance effectively and objectively? • Basics of Google Analytics Copyright © 2017. Adams Company Limited. 8
  • 9. What are the KPI to measure? Copyright © 2017. Adams Company Limited. 9
  • 10. The idea of Cost Per… • CPC (Click) • CPM (M=thousand impressions) • CPV (View) • CPA (Acquisition/Action) • CPL (Lead) • CPE (Enquiry) • CPS (Sales) Copyright © 2017. Adams Company 10
  • 11. CPC (Click) • CPC is an indicator that one has actually visited your landing page or fan page… • Competition on search engines, matching types, quality score, competitions…can vary so much depending on platforms • Click quality is significantly important to drive “real” ROI eventually • The art to balance the click volume and CPC is important to maintain the “optimal” ROI and results Copyright © 2017. Adams Company Limited. 11
  • 12. CPM (M=1000 impressions) • No of impressions is an indicator of your online presence • The lower the cost of higher number of impressions will increase awareness?! • Assume the target audience is similar, cost does a lot of matter Picture source: https://answers.unrealengine.com/storage/attachments/36145-projector.png Copyright © 2017. Adams Company Limited. 12
  • 13. CPV (View) • Primarily it is a measurement for video advertising • The viewing quality is largely depending on the nature of “ad format” and platform of playing • Sometimes, playing longer does not mean a better quality of viewing! Copyright © 2017. Adams Company 13
  • 14. CPA (Acquisition/Action) • Acquisition or Action can be signing up membership, sample request, game participation, survey/questionnaire, any kind of engagement • It is an effective measurement of “conversation” of your advertising effort Copyright © 2017. Adams Company Limited. 14
  • 15. CPL (Lead) & CPE (Enquiry) • It is also a measurement of “conversion”. • A sales lead/enquiry is typically a way to capture attention of target customers to submit questions or request for further information. • The simpler the action (e.g. checkboxes) the easier to draw leads Copyright © 2017. Adams Company Limited. 15
  • 16. CPS (Sales) • It is the ultimate measure for your advertising effort/budget and how it was spent. • For every dollar is being spent, how much are you getting back? Copyright © 2017. Adams Company Limited. 16
  • 17. Adams Methodology Strategic Objectives Planning Copyright © 2017. Adams Company Limited. 17 Sales Brand AwarenessCustomers Search Display Digital PR Social Media Mobile Marketing E-Mails How to get more sales orders/leads with lesser marketing budget? (CPS or CPL…) How to show more in front of target audience with lesser marketing budget? (CPM or CPV…) How to acquire more members or customers or fans with lesser marketing budget? (CPA)
  • 18. Copyright © Adams Company Limited. All rights reserved. Digital Advertising & Consultancy Decide which digital channel will perform better than others? 18 Branding Customers Sales Google Search P PP Google Display Network PP GDN - Remarketing P P PP YouTube PP P Facebook – (Page/Post) P PP P Facebook - Remarketing P PP PP Yahoo Search P PP Yahoo Native Ads P Yahoo Fixed Position P P Instagram PP PP
  • 19. Copyright © Adams Company Limited. All rights reserved. Digital Advertising & Consultancy Channel List 19 Text Graphic Video / Animation Google Search P Google Display Network P P P GDN - Remarketing P P P YouTube P P P Facebook – (Page/Post) P P Facebook - Remarketing P P Yahoo Search P Yahoo Native Ads P Yahoo Fixed Position P Instagram P P
  • 20. The real question is COST-EFFECTIVE Picure: http://www4.pictures.zimbio.com/gi/2009+USA+Outdoor+Track+Field+Championships+d6KepSOVT6ll.jpg Copyright © 2017. Adams Company Limited. 20
  • 21. How to decide which digital channel will perform better than others? Copyright © 2017. Adams Company Limited. 21
  • 22. How to decide which digital channel will perform better than others? • What Strategic Objectives are you trying to achieve? • Target customers behavior • Age/Sex/Interests/Education/Location • Product Nature • B2B Vs B2C • Channel/Media Nature • Social Media Vs Content Sharing • Ad Design & Messaging/Call-to-action Copyright © 2017. Adams Company Limited. 22
  • 23. What is your marketing objective? Copyright © 2017. Adams Company Limited. 23
  • 24. What is your marketing objective? Copyright © 2017. Adams Company Limited. 24
  • 25. What are the real success metrics? Copyright © 2017. Adams Company Limited. 25
  • 26. Adams Methodology Defining Success Metrics Brand Reach # of Websites/Posts Impressions / Views Customers Subscription Membership Loyalty Program Sales Leads Orders Sales $ Confidential. Copyright © Adams Company Limited. 26
  • 27. Measuring Brand Success? Copyright © 2017. Adams Company Limited. 27 • Brand Awareness • Visibility • Online Presence • e-Branding • Top of Mind • Word of Mouth
  • 28. Copyright © 2017. Adams Company Limited. 28
  • 29. It is always a Funnel! Copyright © 2017. Adams Company Limited. 29
  • 30. Critical Mass is EVERYTHING Copyright © 2017. Adams Company Limited. 30
  • 31. Copyright © 2017. Adams Company Limited. 31 390,000 people
  • 32. CRITICAL MASS! What is enough? Copyright © 2017. Adams Company Limited. 32 1,000,000
  • 33. You are really juggling a lot of factors Copyright © 2017. Adams Company Limited. 33 Picture Source: https://upload.wikimedia.org/wikipedia/commons/d/d5/0012_FAMILIE_FALTYNY_Juggling_Tschechien.JPG
  • 34. E-Mail 10% Open 10% Click 10% Action Copyright © 2017. Adams Company Limited. 34 10% Open 10% Open 10% Open 10% Open
  • 35. Search 0.5% CTR 1% Website Action 15% Sales Copyright © 2017. Adams Company Limited. 35 Impressions Budget Competitions Ad Description Average Position 4C Website Design Simple Actions at the glance Lead time to follow Value Propositions Cost Effectiveness
  • 36. Sample ROI Calculator Copyright © 2017. Adams Company Limited. 36
  • 37. How to measure performance effectively and objectively? Copyright © 2017. Adams Company Limited. 37
  • 38. Copyright © 2017. Adams Company Limited. 38 Global Ranking? Local Ranking?
  • 39. Copyright © 2017. Adams Company Limited. 39 Fans? Like Ratio? Engagement Rate?
  • 40. Copyright © 2017. Adams Company Limited. 40 Slides/Videos Views?
  • 41. Copyright © 2017. Adams Company Limited. 41 Enquiry Tracking
  • 42. Tracking/Conversion Codes Copyright © 2017. Adams Company Limited. 42 Each platform may have separate Conversion Tracking tools…
  • 43. Copyright © 2017. Adams Company Limited. 43
  • 44. Copyright © 2017. Adams Company Limited. 44
  • 45. Copyright © 2017. Adams Company Limited. 45 An excellent tool for companies and advertisers to evaluate ROI from all sources of internet traffic!
  • 46. Basics of Google Analytics Copyright © 2017. Adams Company Limited. 46
  • 47. Copyright © 2017. Adams Company Limited. 47 Google Analytics can ONLY be treated as reference! Monthly Statistics for August 2015 Total Hits 1,391,023 Total Pages 119,500 Total Visits 30,008
  • 48. Copyright © 2017. Adams Company 48 Google Analytics URL Link Builder
  • 49. Copyright © 2017. Adams Company Limited. 49
  • 50. Q & A Copyright © 2017. Adams Company Limited. 50
  • 51. We look forward to collaborating with you! www.adamshk.com www.facebook.com/adams.news www.youtube.com/adamshongkong www.slideshare.net/adamshk Copyright © 2017. Adams Company Limited. 51