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MAILING TO MILLIONS
Six Best Practices to Get Maximum Return & Revenue from Your
Million-Plus Email Database
MAILING TO MILLIONS




MAILING TO MILLIONS

SIX BEST PRACTICES TO GET MAXIMUM RETURN &
REVENUE FROM YOUR MILLION-PLUS EMAIL DATABASE
There’s no reason overseeing and managing a million-plus subscriber email database
should be a discombobulated and overbearing task. Start being an effective email
marketer by creating a plan, brushing up on your skills, and cleaning house.
Implementing these six simple tweaks will go a long way towards maximizing the
return, response, and revenue from your email program.



HAVE A PLAN WITH THE BIG PICTURE IN MIND
A larger list usually equates to more attention, expectations, and effort. Use your data,
and leverage your staff, executive sponsor, and your email service provider to create a
roadmap to success. Get buy-in from above and across other business channels, and
share your goals and objectives across the board. Set up weekly, monthly, and quarterly
reporting on your campaigns and perform regular assessments of your program to
ensure all efforts are working towards achieving the desired results.

                                           Make sure your plan is sustainable. Beware the batch
   “Beware the batch and blast             and blast mentality (always think, how would I react
   mentality. Always think, how            if I received this?), think strategically, targeted, and
   would I react if I received this?”
                                           don’t forget about delivery! Email marketing
                                           programs that perform the best do not sacrifice long-
                                           term profitability for short-term return. Keep your
                                           focus narrowed, consistent, and report on what’s
                                           relevant.




Copyright © 2012 WhatCounts, Inc.       3630 Peachtree Rd.   Toll Free:   1.866.804.0076              2
All Rights Reserved.                    Suite 900               Email:    sales@whatcounts.com
                                        Atlanta, GA 30326     Website:    www.whatcounts.com
MAILING TO MILLIONS



KNOW YOUR PLATFORM
It is crucial that you and your team have a better than average understanding of the
capabilities of your email service provider, especially with a large database. You don’t
need to be an expert, but you should feel right at home navigating through the system,
understand its reporting, and know if it can support your ambitions.

Make sure your corporate language maps to what your email service is reporting, and if
your language does differ, make sure you can translate! If a brush up on your system is
needed, or you just aren’t quite sure about a function, contact your provider.



GET YOUR DATABASE ORGANIZED
Chances are, your database is multi-faceted, with multiple subscriber lists, templates,
reports, and segmentation rules that make finding anything a chore. What’s worse, these
countless variables make the chance of errors on deployment high.

The best-run email programs are those that organize by vertical or marketing effort.
Create folders for different groups and name them something that clearly spells out
what’s stored there (keep it simple!), and then migrate everything to their new homes.

                                       If you have lists within lists, campaigns within
   “The best-run email programs        campaigns, or old reports for which you’ve forgotten
   are those that organize by          the details or context, create sub-folders for each (for
   vertical or marketing effort.”
                                       your old and irrelevant items, move them out of
                                       sight, and out of mind, by creating archive
                                       subfolders). This linear approach will make finding a
                                       list or template to edit, or campaign to deploy, that
                                       much easier.




Copyright © 2012 WhatCounts, Inc.   3630 Peachtree Rd.   Toll Free:   1.866.804.0076           3
All Rights Reserved.                Suite 900               Email:    sales@whatcounts.com
                                    Atlanta, GA 30326     Website:    www.whatcounts.com
MAILING TO MILLIONS



Here is an example of how you could organize one vertical:




STANDARDIZE EVERYTHING
Building on what we’ve already discussed, a large database means lots of opportunities
to create interesting ways to name things, but also provides ample opportunity for
human error. Standardize your naming convention for everything. Avoid complex, or
long and drawn out titles like, “marketing_customer1_campaign1_ddmmyy.” Your
design objective for naming should be that anyone can look at the title and figure out its
purpose. Keep it simple, but relevant to the material.

Don’t bother going back and renaming all your prior data, as it would cause confusion
when accessing older information, and make sure you manage to the changes you’ve
made. Leverage your partnership with your internet service provider (ISP) to ensure
you’re operating as efficiently as possible. Use their knowledge to help you automate
processes where you can. Grant system access only to relevant parties, and ensure
appropriate user rights and restrictions are enforced. Keep close tabs on who can edit
content, subscriber information, run reporting, and push the send button. The last two
are critical, as you want to make sure your data reflects the goals you’ve outlined. You
certainly don’t want just anyone to have the capability to deploy campaigns, do you?




Copyright © 2012 WhatCounts, Inc.   3630 Peachtree Rd.   Toll Free:   1.866.804.0076         4
All Rights Reserved.                Suite 900               Email:    sales@whatcounts.com
                                    Atlanta, GA 30326     Website:    www.whatcounts.com
MAILING TO MILLIONS



The best large-volume email programs clearly define who does what, when, how, and
who backs each functional owner up for each vertical.



DOCUMENT, DOCUMENT, DOCUMENT
There are always a lot of moving pieces to large-volume email campaign operations, and
therefore exceptional communication and documentation is necessary to ensure
everything performs effectively and successfully. Document clearly what your standards
are, make them known, and easily accessible to all vested parties. Your documentation
should also include staff, their responsibilities, automated processes, “how to”
instructions, and who(m) to contact in the event of an issue. Those with the largest (and
growing) lists and lowest subscriber churn percentage realize how important having an
outstanding knowledge base is to their success. Questions are answered, information is
readily available, and accountability is at hand.



KNOW YOUR SUBSCRIBERS
                                        Last but certainly not least, your mentality and
   “Report on what’s relevant, but      treatment of a million plus subscriber email database
   track everything, as you never       should be no different than the mentality and
   know where that next trend
                                        treatment of a subscriber base of one hundred. All
   lies.”
                                        your efforts will be lost if you’re not cognizant of this
                                        fact, with constant monitoring of your subscriber’s
                                        reactions to your campaigns to keep this in check.

Report on what’s relevant, but track everything, as you never know where that next
trend lies. Target your base and send them only relevant offers or information. If you’ve
been tracking everything, you can easily look into your subscriber’s habits by reviewing
their opens (total and unique) and clicks. Look for highest open rates by subject line,


Copyright © 2012 WhatCounts, Inc.    3630 Peachtree Rd.   Toll Free:   1.866.804.0076               5
All Rights Reserved.                 Suite 900               Email:    sales@whatcounts.com
                                     Atlanta, GA 30326     Website:    www.whatcounts.com
MAILING TO MILLIONS



clicks by offer, and open-to-click ratio by campaign. Use this information to segment
your database and build marketing campaigns that make sense.

Test your ideas on a large enough percentage to ensure an adequate amount of relevant
data is collected to secure confidence in a new initiative and executive buy off. There’s
no real “right” percentage of your base to test, however, feedback from email marketing
managers at large organizations say anywhere from 10% to 20% is sufficient.

Also work with whoever is responsible for monitoring visitor engagement and
conversion on your site, and look for improvement opportunities here. Offer subscribers
the opportunity to control mailing frequency through a preference center, and segment
inactive subscribers (those 6 months or older) into reengagement campaigns.

Both of these efforts will help you maintain a positive reputation and enhance the
deliverability of your campaigns.




RESULTS FROM IMPLEMENTATION
Implementing these six steps to success does not have to be a complicated matter. As
one large organization proves, there are simple measures that can be taken that can put
you on the path to executing the six steps, and make a significant impact to your bottom
line. This company had not, historically, paid much attention to its email marketing
program, however, their new management had different ideas. Recognizing that their
database of an estimated 3 million subscribers was an asset with significant revenue
potential, they developed a plan centered on improving organization, campaign
management, and production, i.e., the big picture. The case presented to the executive
level detailed how purchasing a project management tool could help them organize their
operations, standardize their processes, and free up staff time to focus on more targeting
and testing. The executive team signed off, and the tool was added to their arsenal.




Copyright © 2012 WhatCounts, Inc.   3630 Peachtree Rd.   Toll Free:   1.866.804.0076         6
All Rights Reserved.                Suite 900               Email:    sales@whatcounts.com
                                    Atlanta, GA 30326     Website:    www.whatcounts.com
MAILING TO MILLIONS



After a year, the team was pleased to learn that this simple tool had rewarded them by
reducing a campaign’s production time by one third.

In addition, with their new found “free time,” the email team was able to launch 5
lifecycle marketing programs, which netted a 40% increase to site visits and a 65% year-
over-year lift in revenue. The minor investment in an organizational and
standardization tool freed up enough resources to get to know their subscribers a little
more, and lifted their program to new heights.

So, are you and your program ready to take the first step?

The solutions are there for the taking.




Copyright © 2012 WhatCounts, Inc.   3630 Peachtree Rd.   Toll Free:   1.866.804.0076         7
All Rights Reserved.                Suite 900               Email:    sales@whatcounts.com
                                    Atlanta, GA 30326     Website:    www.whatcounts.com
MAILING TO MILLIONS




ABOUT US
                                       WhatCounts, a private Atlanta-based company
                                       founded in 2000, is a leading email technology
                                       innovator offering a fully integrated lifecycle
                                       marketing platform supporting dynamic and targeted
                                       content delivery, robust segmentation, API and
                                       transactional capabilities as well as integrated video
                                       and social media tools.

                                       WhatCounts offers deliverability management,
                                       strategic coaching, best practices benchmarking,
                                       CRM integration and advanced analytics facilitating
                                       ROI maximization.

                                       The robust WhatCounts platform is delivered as a
                                       hosted Web-based SaaS application and as part of the
                                       unique Broadcaster on-premise appliance line.



 WHATCOUNTS, Inc.

 3630 Peachtree Rd.                     Telephone: 404.995.8600

 Suite 900                                Toll Free: 866.804.0076

 Atlanta, GA 30326                                Fax: 404.995.8611

 www.whatcounts.com                            Email: sales@whatcounts.com

 ATLANTA • BALTIMORE • CHICAGO • SEATTLE • SYDNEY • WASHINGTON DC




Copyright © 2012 WhatCounts, Inc.   3630 Peachtree Rd.   Toll Free:   1.866.804.0076            8
All Rights Reserved.                Suite 900               Email:    sales@whatcounts.com
                                    Atlanta, GA 30326     Website:    www.whatcounts.com

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Mailing to Millions - WhitePap

  • 1. MAILING TO MILLIONS Six Best Practices to Get Maximum Return & Revenue from Your Million-Plus Email Database
  • 2. MAILING TO MILLIONS MAILING TO MILLIONS SIX BEST PRACTICES TO GET MAXIMUM RETURN & REVENUE FROM YOUR MILLION-PLUS EMAIL DATABASE There’s no reason overseeing and managing a million-plus subscriber email database should be a discombobulated and overbearing task. Start being an effective email marketer by creating a plan, brushing up on your skills, and cleaning house. Implementing these six simple tweaks will go a long way towards maximizing the return, response, and revenue from your email program. HAVE A PLAN WITH THE BIG PICTURE IN MIND A larger list usually equates to more attention, expectations, and effort. Use your data, and leverage your staff, executive sponsor, and your email service provider to create a roadmap to success. Get buy-in from above and across other business channels, and share your goals and objectives across the board. Set up weekly, monthly, and quarterly reporting on your campaigns and perform regular assessments of your program to ensure all efforts are working towards achieving the desired results. Make sure your plan is sustainable. Beware the batch “Beware the batch and blast and blast mentality (always think, how would I react mentality. Always think, how if I received this?), think strategically, targeted, and would I react if I received this?” don’t forget about delivery! Email marketing programs that perform the best do not sacrifice long- term profitability for short-term return. Keep your focus narrowed, consistent, and report on what’s relevant. Copyright © 2012 WhatCounts, Inc. 3630 Peachtree Rd. Toll Free: 1.866.804.0076 2 All Rights Reserved. Suite 900 Email: sales@whatcounts.com Atlanta, GA 30326 Website: www.whatcounts.com
  • 3. MAILING TO MILLIONS KNOW YOUR PLATFORM It is crucial that you and your team have a better than average understanding of the capabilities of your email service provider, especially with a large database. You don’t need to be an expert, but you should feel right at home navigating through the system, understand its reporting, and know if it can support your ambitions. Make sure your corporate language maps to what your email service is reporting, and if your language does differ, make sure you can translate! If a brush up on your system is needed, or you just aren’t quite sure about a function, contact your provider. GET YOUR DATABASE ORGANIZED Chances are, your database is multi-faceted, with multiple subscriber lists, templates, reports, and segmentation rules that make finding anything a chore. What’s worse, these countless variables make the chance of errors on deployment high. The best-run email programs are those that organize by vertical or marketing effort. Create folders for different groups and name them something that clearly spells out what’s stored there (keep it simple!), and then migrate everything to their new homes. If you have lists within lists, campaigns within “The best-run email programs campaigns, or old reports for which you’ve forgotten are those that organize by the details or context, create sub-folders for each (for vertical or marketing effort.” your old and irrelevant items, move them out of sight, and out of mind, by creating archive subfolders). This linear approach will make finding a list or template to edit, or campaign to deploy, that much easier. Copyright © 2012 WhatCounts, Inc. 3630 Peachtree Rd. Toll Free: 1.866.804.0076 3 All Rights Reserved. Suite 900 Email: sales@whatcounts.com Atlanta, GA 30326 Website: www.whatcounts.com
  • 4. MAILING TO MILLIONS Here is an example of how you could organize one vertical: STANDARDIZE EVERYTHING Building on what we’ve already discussed, a large database means lots of opportunities to create interesting ways to name things, but also provides ample opportunity for human error. Standardize your naming convention for everything. Avoid complex, or long and drawn out titles like, “marketing_customer1_campaign1_ddmmyy.” Your design objective for naming should be that anyone can look at the title and figure out its purpose. Keep it simple, but relevant to the material. Don’t bother going back and renaming all your prior data, as it would cause confusion when accessing older information, and make sure you manage to the changes you’ve made. Leverage your partnership with your internet service provider (ISP) to ensure you’re operating as efficiently as possible. Use their knowledge to help you automate processes where you can. Grant system access only to relevant parties, and ensure appropriate user rights and restrictions are enforced. Keep close tabs on who can edit content, subscriber information, run reporting, and push the send button. The last two are critical, as you want to make sure your data reflects the goals you’ve outlined. You certainly don’t want just anyone to have the capability to deploy campaigns, do you? Copyright © 2012 WhatCounts, Inc. 3630 Peachtree Rd. Toll Free: 1.866.804.0076 4 All Rights Reserved. Suite 900 Email: sales@whatcounts.com Atlanta, GA 30326 Website: www.whatcounts.com
  • 5. MAILING TO MILLIONS The best large-volume email programs clearly define who does what, when, how, and who backs each functional owner up for each vertical. DOCUMENT, DOCUMENT, DOCUMENT There are always a lot of moving pieces to large-volume email campaign operations, and therefore exceptional communication and documentation is necessary to ensure everything performs effectively and successfully. Document clearly what your standards are, make them known, and easily accessible to all vested parties. Your documentation should also include staff, their responsibilities, automated processes, “how to” instructions, and who(m) to contact in the event of an issue. Those with the largest (and growing) lists and lowest subscriber churn percentage realize how important having an outstanding knowledge base is to their success. Questions are answered, information is readily available, and accountability is at hand. KNOW YOUR SUBSCRIBERS Last but certainly not least, your mentality and “Report on what’s relevant, but treatment of a million plus subscriber email database track everything, as you never should be no different than the mentality and know where that next trend treatment of a subscriber base of one hundred. All lies.” your efforts will be lost if you’re not cognizant of this fact, with constant monitoring of your subscriber’s reactions to your campaigns to keep this in check. Report on what’s relevant, but track everything, as you never know where that next trend lies. Target your base and send them only relevant offers or information. If you’ve been tracking everything, you can easily look into your subscriber’s habits by reviewing their opens (total and unique) and clicks. Look for highest open rates by subject line, Copyright © 2012 WhatCounts, Inc. 3630 Peachtree Rd. Toll Free: 1.866.804.0076 5 All Rights Reserved. Suite 900 Email: sales@whatcounts.com Atlanta, GA 30326 Website: www.whatcounts.com
  • 6. MAILING TO MILLIONS clicks by offer, and open-to-click ratio by campaign. Use this information to segment your database and build marketing campaigns that make sense. Test your ideas on a large enough percentage to ensure an adequate amount of relevant data is collected to secure confidence in a new initiative and executive buy off. There’s no real “right” percentage of your base to test, however, feedback from email marketing managers at large organizations say anywhere from 10% to 20% is sufficient. Also work with whoever is responsible for monitoring visitor engagement and conversion on your site, and look for improvement opportunities here. Offer subscribers the opportunity to control mailing frequency through a preference center, and segment inactive subscribers (those 6 months or older) into reengagement campaigns. Both of these efforts will help you maintain a positive reputation and enhance the deliverability of your campaigns. RESULTS FROM IMPLEMENTATION Implementing these six steps to success does not have to be a complicated matter. As one large organization proves, there are simple measures that can be taken that can put you on the path to executing the six steps, and make a significant impact to your bottom line. This company had not, historically, paid much attention to its email marketing program, however, their new management had different ideas. Recognizing that their database of an estimated 3 million subscribers was an asset with significant revenue potential, they developed a plan centered on improving organization, campaign management, and production, i.e., the big picture. The case presented to the executive level detailed how purchasing a project management tool could help them organize their operations, standardize their processes, and free up staff time to focus on more targeting and testing. The executive team signed off, and the tool was added to their arsenal. Copyright © 2012 WhatCounts, Inc. 3630 Peachtree Rd. Toll Free: 1.866.804.0076 6 All Rights Reserved. Suite 900 Email: sales@whatcounts.com Atlanta, GA 30326 Website: www.whatcounts.com
  • 7. MAILING TO MILLIONS After a year, the team was pleased to learn that this simple tool had rewarded them by reducing a campaign’s production time by one third. In addition, with their new found “free time,” the email team was able to launch 5 lifecycle marketing programs, which netted a 40% increase to site visits and a 65% year- over-year lift in revenue. The minor investment in an organizational and standardization tool freed up enough resources to get to know their subscribers a little more, and lifted their program to new heights. So, are you and your program ready to take the first step? The solutions are there for the taking. Copyright © 2012 WhatCounts, Inc. 3630 Peachtree Rd. Toll Free: 1.866.804.0076 7 All Rights Reserved. Suite 900 Email: sales@whatcounts.com Atlanta, GA 30326 Website: www.whatcounts.com
  • 8. MAILING TO MILLIONS ABOUT US WhatCounts, a private Atlanta-based company founded in 2000, is a leading email technology innovator offering a fully integrated lifecycle marketing platform supporting dynamic and targeted content delivery, robust segmentation, API and transactional capabilities as well as integrated video and social media tools. WhatCounts offers deliverability management, strategic coaching, best practices benchmarking, CRM integration and advanced analytics facilitating ROI maximization. The robust WhatCounts platform is delivered as a hosted Web-based SaaS application and as part of the unique Broadcaster on-premise appliance line. WHATCOUNTS, Inc. 3630 Peachtree Rd. Telephone: 404.995.8600 Suite 900 Toll Free: 866.804.0076 Atlanta, GA 30326 Fax: 404.995.8611 www.whatcounts.com Email: sales@whatcounts.com ATLANTA • BALTIMORE • CHICAGO • SEATTLE • SYDNEY • WASHINGTON DC Copyright © 2012 WhatCounts, Inc. 3630 Peachtree Rd. Toll Free: 1.866.804.0076 8 All Rights Reserved. Suite 900 Email: sales@whatcounts.com Atlanta, GA 30326 Website: www.whatcounts.com