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TWEET! 2 
Follow us on Twitter! 
@WhatCounts 
@MattlrWC 
@laurenamberbell 
Tweet about this webinar using 
#HowDoYouLifecycle
MATTHEW RAMOS 
Director, Strategic Account Management 
LAUREN BELL 
Director, Strategy Services 
INTRODUCTIONS 3
AGENDA FOR TODAY’S WEBINAR 
• 
What is Lifecycle Marketing? 
•Why Triggered Messages and Lifecycle Marketing? 
•Where can I find things and what are the key terms? 
•AFAFA do you Lifecycle? 
•When and what will our next phases of Lifecycle look like? 
4
LIFECYCLE MARKETING 5 
ACQUIRE 
CONVERT 
GROW 
RETAIN 
WINBACK
WHY LIFECYCLE MARKETING? 
“Marketers that do this right (<20% of marketing organizations today) will see their marketing messages receive, at minimum, 5x the response rate of non-targeted push messages.” (According to Adam Sarner, Research VP at Gartner) 
The Email Experience Council reported Click Rates 119% higher for triggered messages than “Business as Usual” messages in Q1 of 2012. (Epsilon and the Direct Marketing Association) 
39% of respondents to a 2013 Email Marketing Benchmark Survey said they used triggered [Lifecycle] email to increase relevance and engagement of their email campaigns, more than any other method. (Marketing Sherpa) 6
TRIGGERED CAMPAIGNS 7 
Source: http://www.marketingsherpa.com/article/chart/automated-emails-sent-by-organizations
KEY TERMS YOU NEED TO KNOW 
• 
List Definitions – 
– 
Must create a list definition as it is required for lifecycle campaigns. This houses the basic email requirements such as your from, reply-to, and bounce addresses. This is essentially the same information you’re requested to complete when you create a new list. 8
KEY TERMS YOU NEED TO KNOW 
• 
Phases – 
– 
Identify the pivotal phases of an overall Lifecycle Marketing strategy for a customer. They include: 
• 
Acquire 
• 
Convert 
• 
Grow 
• 
Retain 
• 
Winback 
• 
Campaign Types – 
– 
Identify the type of messages that are being delivered in the Lifecycle Campaign. 
They include: 
• 
Transactional 
• 
Promotional 
• 
Newsletter 
• 
Loyalty 
• 
Lifecycle 
• 
Service 9
KEY TERMS YOU NEED TO KNOW 
• 
Categories – 
– 
Identify the different types of lifecycle series one can use to engage their customers under the different phases. 
• 
Welcome Series 
• 
Birthday 
• 
Anniversary 
• 
Reengagement 
• 
Winback 
• 
Survey 
• 
Customize Your Own! 
•Definitions – 
–Lifecycle Templates that map out the different touches in a Lifecycle Series 
–Build these to use as the framework for your lifecycle campaigns 10
KEY TERMS YOU NEED TO KNOW 
• 
Campaign – 
– 
An individual lifecycle series you can activate, deactivate, update, copy or delete. 11
NOW LET’S CREATE A LIFECYCLE TOGETHER 12
FUTURE PHASES TO LIFECYCLE 
• 
Updates to the Lifecycle platform will continue to occur throughout the next 30 days. 
– 
New features include: 
• 
Data Check feature – allows you to create a mini segmentation rule in your Lifecycle campaign based off of subscriber data, event data, and custom data 
• 
Data Set – allows you to update fields for other sequences. 
• 
Better Error Messaging on templates 
• 
Enhanced Reporting 
– 
This will be rolled out over the course of several months. 13
ADVANCED LIFECYCLE TRAINING 14 
How do you Lifecycle? Advanced Training 
When: Wednesday, Oct. 30 | 2-3 p.m. ET 
Speakers: Matthew Ramos, Director of Strategic Account Management and Lauren Bell, Director of Strategy Services 
Register now! 
whatcounts.com>resources>webinars
JOIN US FOR OUR NEXT WEBINAR 15 
Don’t Be A Deliverability Grinch: Tips for Holiday Sending 
When: Wednesday, Oct. 29 | 2-3 p.m. ET 
Speaker: Brad Gurley, Director of Deliverability 
Register now! 
www.whatcounts.com/grinch
REACH OUT TO US 16 
WhatCounts 
3630 Peachtree Road, NE Suite 900 Atlanta, GA 30326 1-866-804-0076 
www.whatcounts.com 
Twitter: @whatcounts 
mramos@whatcounts.com 
lbell@whatcounts.com

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How Do You Lifecycle? Training Webinar Slides

  • 1. 1
  • 2. TWEET! 2 Follow us on Twitter! @WhatCounts @MattlrWC @laurenamberbell Tweet about this webinar using #HowDoYouLifecycle
  • 3. MATTHEW RAMOS Director, Strategic Account Management LAUREN BELL Director, Strategy Services INTRODUCTIONS 3
  • 4. AGENDA FOR TODAY’S WEBINAR • What is Lifecycle Marketing? •Why Triggered Messages and Lifecycle Marketing? •Where can I find things and what are the key terms? •AFAFA do you Lifecycle? •When and what will our next phases of Lifecycle look like? 4
  • 5. LIFECYCLE MARKETING 5 ACQUIRE CONVERT GROW RETAIN WINBACK
  • 6. WHY LIFECYCLE MARKETING? “Marketers that do this right (<20% of marketing organizations today) will see their marketing messages receive, at minimum, 5x the response rate of non-targeted push messages.” (According to Adam Sarner, Research VP at Gartner) The Email Experience Council reported Click Rates 119% higher for triggered messages than “Business as Usual” messages in Q1 of 2012. (Epsilon and the Direct Marketing Association) 39% of respondents to a 2013 Email Marketing Benchmark Survey said they used triggered [Lifecycle] email to increase relevance and engagement of their email campaigns, more than any other method. (Marketing Sherpa) 6
  • 7. TRIGGERED CAMPAIGNS 7 Source: http://www.marketingsherpa.com/article/chart/automated-emails-sent-by-organizations
  • 8. KEY TERMS YOU NEED TO KNOW • List Definitions – – Must create a list definition as it is required for lifecycle campaigns. This houses the basic email requirements such as your from, reply-to, and bounce addresses. This is essentially the same information you’re requested to complete when you create a new list. 8
  • 9. KEY TERMS YOU NEED TO KNOW • Phases – – Identify the pivotal phases of an overall Lifecycle Marketing strategy for a customer. They include: • Acquire • Convert • Grow • Retain • Winback • Campaign Types – – Identify the type of messages that are being delivered in the Lifecycle Campaign. They include: • Transactional • Promotional • Newsletter • Loyalty • Lifecycle • Service 9
  • 10. KEY TERMS YOU NEED TO KNOW • Categories – – Identify the different types of lifecycle series one can use to engage their customers under the different phases. • Welcome Series • Birthday • Anniversary • Reengagement • Winback • Survey • Customize Your Own! •Definitions – –Lifecycle Templates that map out the different touches in a Lifecycle Series –Build these to use as the framework for your lifecycle campaigns 10
  • 11. KEY TERMS YOU NEED TO KNOW • Campaign – – An individual lifecycle series you can activate, deactivate, update, copy or delete. 11
  • 12. NOW LET’S CREATE A LIFECYCLE TOGETHER 12
  • 13. FUTURE PHASES TO LIFECYCLE • Updates to the Lifecycle platform will continue to occur throughout the next 30 days. – New features include: • Data Check feature – allows you to create a mini segmentation rule in your Lifecycle campaign based off of subscriber data, event data, and custom data • Data Set – allows you to update fields for other sequences. • Better Error Messaging on templates • Enhanced Reporting – This will be rolled out over the course of several months. 13
  • 14. ADVANCED LIFECYCLE TRAINING 14 How do you Lifecycle? Advanced Training When: Wednesday, Oct. 30 | 2-3 p.m. ET Speakers: Matthew Ramos, Director of Strategic Account Management and Lauren Bell, Director of Strategy Services Register now! whatcounts.com>resources>webinars
  • 15. JOIN US FOR OUR NEXT WEBINAR 15 Don’t Be A Deliverability Grinch: Tips for Holiday Sending When: Wednesday, Oct. 29 | 2-3 p.m. ET Speaker: Brad Gurley, Director of Deliverability Register now! www.whatcounts.com/grinch
  • 16. REACH OUT TO US 16 WhatCounts 3630 Peachtree Road, NE Suite 900 Atlanta, GA 30326 1-866-804-0076 www.whatcounts.com Twitter: @whatcounts mramos@whatcounts.com lbell@whatcounts.com