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Welcome LA Marketo User Group 
© 2014 Marketo, Inc. Marketo Proprietary and Confidential 
Oct 22, 2014 
Los Angeles Marketo User Group Leader 
Madhu Gulati 
President/ Chief Strategy Officer 
ShowMeLeads Inc.
About Us 
Los Angeles Marketo User Group Leaders 
Madhu Gulati Josh Hill 
President/ Chief Strategy Officer Marketo Practice Lead 
ShowMeLeads Inc. Perkuto.com 
© 2014 Marketo, Inc. Marketo Proprietary and Confidential 
Marketo Partner
World Class Global Subscription 
Management Center 
Agenda: 
 Reasons for unsubscribe 
 Key Elements of Email Preference Center 
 Types of Email Preferences 
 How to create your dream Email Preference Center 
 What to consider 
 Q&A (15 minutes) 
Page 3 
© 2014 Marketo, Inc. Marketo Proprietary and Confidential 
#LAMUG
Lost Emails 
Page 4 
© 2014 Marketo, Inc. Marketo Proprietary and Confidential 
4
50% people do not even open the email 
Page 5 
© 2014 Marketo, Inc. Marketo Proprietary and Confidential 5
Unsubscribe Rate 
Page 6 
© 2014 Marketo, Inc. Marketo Proprietary and Confidential 
6
Reasons for Unsubscribing from emails 
Page 7 
© 2014 Marketo, Inc. Marketo Proprietary and Confidential 
7
So what’s the solution? 
© 2014 Marketo, Inc. Marketo Proprietary and Confidential
Create a perfect Email Preference Center 
© 2014 Marketo, Inc. Marketo Proprietary and Confidential
Email Preference Center- What it means? 
Page 10 
© 2014 Marketo, Inc. Marketo Proprietary and Confidential 
10
Key Elements of Email Preference Centre 
1. Give Control to your subscribers 
2. Share relevant messages 
3. Personalize 
4. Nurture based on buying cycle 
5. Reduce unsubscribe rate by following best practices 
Page 11 
© 2014 Marketo, Inc. Marketo Proprietary and Confidential 
11
Types of email preferences 
Page 12 
© 2014 Marketo, Inc. Marketo Proprietary and Confidential 
12 
Unsubscribe/Opt Out 
Email Subscription/Opt-in 
Update Email Preference
Unsubscribe/Opt Out 
Page 13 
© 2014 Marketo, Inc. Marketo Proprietary and Confidential 
13 
5 things to consider 
1. Visibility: Unsubscribe link should be visible and easy to find 
1. Be clear and precise what the subscriber needs to do in order 
unsubscribe. 
2. Remember to always include the option to unsubscribe from all 
email communications at once (or else violate the CAN-SPAM 
Act). 
2. Clarity: Configure the subscription center which clearly shows user 
what they're already subscribed to till date 
3. Confirm: Create a landing page and send confirmation email stating 
clearly confirmation message that their preferences were updated. 
4. No Distractions: Remove any extra distractions such as navigation, 
images, competing text, etc. 
5. Allow them: Allow people to unsubscribe without having to do 
anything else, like entering email address again, completing a 
feedback survey, etc.
Email Subscription/Opt-in 
Consider following for all the opt in landing pages: 
• Headline: Grab attention, make that very first impression 
• Opt-in form: this is where people will actually signup, make it simple 
• Call-to-action: Make sure you have good reason for any one to opt-in. 
Make a strong offer 
• Be Social : Add those social element, the more credible you are, the 
more likely people are going to be to signup.. 
Page 14 
© 2014 Marketo, Inc. Marketo Proprietary and Confidential
Update Email Preference 
1. Frequency: Create the Email preference that it helps subscribers control 
Page 15 
© 2014 Marketo, Inc. Marketo Proprietary and Confidential 
15 
the frequency of the emails they receive. 
2. Pick Option: Let subscribers choose and control which topics they 
receive emails about. Create multiple, targeted email subscription types, 
and let subscribers pick and choose among their options. 
3. Details of each option: Make sure to describe each email subscription 
option, including the value of the content and the frequency to expect. 
4. Remind: Always remind them why they're getting your emails.eg. you 
are receiving this email because… 
• Share why you thought they'd enjoy your content/remind them of the 
email's value. 
• Ask them to confirm they no longer want your emails in a light or 
humorous way. 
5. Re-subscribe: Give them an option to re-subscribe to other email lists.
Update Email Preference 
Page 16 
© 2014 Marketo, Inc. Marketo Proprietary and Confidential 
16 
Feedback from Unsubscribes 
3 Tips for Gathering Valuable feedback: 
1. Include an optional feedback survey to ask 
why people are unsubscribing. 
2. Give people the option to contact you 
directly. You'd be amazed by the kind and 
useful feedback you can get through direct 
communication 
3. Allow people who unsubscribe to leave their 
own, open-ended feedback.(Text Box)
Email Preferences 
Page 17 
© 2014 Marketo, Inc. Marketo Proprietary and Confidential 
17
Email Preferences 
Page 18 
© 2014 Marketo, Inc. Marketo Proprietary and Confidential 
18
Where do we get started? 
Page 19 
© 2014 Marketo, Inc. Marketo Proprietary and Confidential 
19 
Basic: 
• Assets: 
• Email- Responsive 
• Landing Page- Responsive 
• Form 2.0 
• Campaigns: 
• Triggers to send emails for confirmation and 
update preference 
Advance: 
• Dynamic Content 
• Java Scripting
Mobile Design-Responsive- The New Term! 
Page 20 
© 2014 Marketo, Inc. Marketo Proprietary and Confidential
Creating Email Preference Center 
Assets- Email 
This email was sent to you 
because you requested 
information from Marketo or a 
partner. If you wish to 
unsubscribe or update your 
email subscription, please visit 
our email preference center. 
View our privacy policy. 
Page 21 
© 2014 Marketo, Inc. Marketo Proprietary and Confidential
Creating Email Preference Center 
Assets- Form and Landing Page 
Page 22 
© 2014 Marketo, Inc. Marketo Proprietary and Confidential
Best Practices 
• Use Progressive Profiling Form 
• Clean and Simple Opt-in Strategy 
• Send Confirmation Email 
• Always state why your subscribers are getting emails 
• Lead Nurturing tracks 
• Offer Preferred Mode 
• Ask/Suggest Frequency 
Page 23 
© 2014 Marketo, Inc. Marketo Proprietary and Confidential 
23
Best Practices 
Page 24 
© 2014 Marketo, Inc. Marketo Proprietary and Confidential 
24
Best Practices 
Page 25 
© 2014 Marketo, Inc. Marketo Proprietary and Confidential 
25 
Lead Nurturing 
with Snippets and 
Dynamic Content
Best Practices- Frequency Preference 
Page 26 
© 2014 Marketo, Inc. Marketo Proprietary and Confidential 
26
Thank you! 
Questions and Comments: 
madhu@showmeleads.com 
josh@perkuto.com 
© 2014 Marketo, Inc. Marketo Proprietary and Confidential

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Marketo User Group - Los Angeles - Subscription Management Oct 2014

  • 1. Welcome LA Marketo User Group © 2014 Marketo, Inc. Marketo Proprietary and Confidential Oct 22, 2014 Los Angeles Marketo User Group Leader Madhu Gulati President/ Chief Strategy Officer ShowMeLeads Inc.
  • 2. About Us Los Angeles Marketo User Group Leaders Madhu Gulati Josh Hill President/ Chief Strategy Officer Marketo Practice Lead ShowMeLeads Inc. Perkuto.com © 2014 Marketo, Inc. Marketo Proprietary and Confidential Marketo Partner
  • 3. World Class Global Subscription Management Center Agenda:  Reasons for unsubscribe  Key Elements of Email Preference Center  Types of Email Preferences  How to create your dream Email Preference Center  What to consider  Q&A (15 minutes) Page 3 © 2014 Marketo, Inc. Marketo Proprietary and Confidential #LAMUG
  • 4. Lost Emails Page 4 © 2014 Marketo, Inc. Marketo Proprietary and Confidential 4
  • 5. 50% people do not even open the email Page 5 © 2014 Marketo, Inc. Marketo Proprietary and Confidential 5
  • 6. Unsubscribe Rate Page 6 © 2014 Marketo, Inc. Marketo Proprietary and Confidential 6
  • 7. Reasons for Unsubscribing from emails Page 7 © 2014 Marketo, Inc. Marketo Proprietary and Confidential 7
  • 8. So what’s the solution? © 2014 Marketo, Inc. Marketo Proprietary and Confidential
  • 9. Create a perfect Email Preference Center © 2014 Marketo, Inc. Marketo Proprietary and Confidential
  • 10. Email Preference Center- What it means? Page 10 © 2014 Marketo, Inc. Marketo Proprietary and Confidential 10
  • 11. Key Elements of Email Preference Centre 1. Give Control to your subscribers 2. Share relevant messages 3. Personalize 4. Nurture based on buying cycle 5. Reduce unsubscribe rate by following best practices Page 11 © 2014 Marketo, Inc. Marketo Proprietary and Confidential 11
  • 12. Types of email preferences Page 12 © 2014 Marketo, Inc. Marketo Proprietary and Confidential 12 Unsubscribe/Opt Out Email Subscription/Opt-in Update Email Preference
  • 13. Unsubscribe/Opt Out Page 13 © 2014 Marketo, Inc. Marketo Proprietary and Confidential 13 5 things to consider 1. Visibility: Unsubscribe link should be visible and easy to find 1. Be clear and precise what the subscriber needs to do in order unsubscribe. 2. Remember to always include the option to unsubscribe from all email communications at once (or else violate the CAN-SPAM Act). 2. Clarity: Configure the subscription center which clearly shows user what they're already subscribed to till date 3. Confirm: Create a landing page and send confirmation email stating clearly confirmation message that their preferences were updated. 4. No Distractions: Remove any extra distractions such as navigation, images, competing text, etc. 5. Allow them: Allow people to unsubscribe without having to do anything else, like entering email address again, completing a feedback survey, etc.
  • 14. Email Subscription/Opt-in Consider following for all the opt in landing pages: • Headline: Grab attention, make that very first impression • Opt-in form: this is where people will actually signup, make it simple • Call-to-action: Make sure you have good reason for any one to opt-in. Make a strong offer • Be Social : Add those social element, the more credible you are, the more likely people are going to be to signup.. Page 14 © 2014 Marketo, Inc. Marketo Proprietary and Confidential
  • 15. Update Email Preference 1. Frequency: Create the Email preference that it helps subscribers control Page 15 © 2014 Marketo, Inc. Marketo Proprietary and Confidential 15 the frequency of the emails they receive. 2. Pick Option: Let subscribers choose and control which topics they receive emails about. Create multiple, targeted email subscription types, and let subscribers pick and choose among their options. 3. Details of each option: Make sure to describe each email subscription option, including the value of the content and the frequency to expect. 4. Remind: Always remind them why they're getting your emails.eg. you are receiving this email because… • Share why you thought they'd enjoy your content/remind them of the email's value. • Ask them to confirm they no longer want your emails in a light or humorous way. 5. Re-subscribe: Give them an option to re-subscribe to other email lists.
  • 16. Update Email Preference Page 16 © 2014 Marketo, Inc. Marketo Proprietary and Confidential 16 Feedback from Unsubscribes 3 Tips for Gathering Valuable feedback: 1. Include an optional feedback survey to ask why people are unsubscribing. 2. Give people the option to contact you directly. You'd be amazed by the kind and useful feedback you can get through direct communication 3. Allow people who unsubscribe to leave their own, open-ended feedback.(Text Box)
  • 17. Email Preferences Page 17 © 2014 Marketo, Inc. Marketo Proprietary and Confidential 17
  • 18. Email Preferences Page 18 © 2014 Marketo, Inc. Marketo Proprietary and Confidential 18
  • 19. Where do we get started? Page 19 © 2014 Marketo, Inc. Marketo Proprietary and Confidential 19 Basic: • Assets: • Email- Responsive • Landing Page- Responsive • Form 2.0 • Campaigns: • Triggers to send emails for confirmation and update preference Advance: • Dynamic Content • Java Scripting
  • 20. Mobile Design-Responsive- The New Term! Page 20 © 2014 Marketo, Inc. Marketo Proprietary and Confidential
  • 21. Creating Email Preference Center Assets- Email This email was sent to you because you requested information from Marketo or a partner. If you wish to unsubscribe or update your email subscription, please visit our email preference center. View our privacy policy. Page 21 © 2014 Marketo, Inc. Marketo Proprietary and Confidential
  • 22. Creating Email Preference Center Assets- Form and Landing Page Page 22 © 2014 Marketo, Inc. Marketo Proprietary and Confidential
  • 23. Best Practices • Use Progressive Profiling Form • Clean and Simple Opt-in Strategy • Send Confirmation Email • Always state why your subscribers are getting emails • Lead Nurturing tracks • Offer Preferred Mode • Ask/Suggest Frequency Page 23 © 2014 Marketo, Inc. Marketo Proprietary and Confidential 23
  • 24. Best Practices Page 24 © 2014 Marketo, Inc. Marketo Proprietary and Confidential 24
  • 25. Best Practices Page 25 © 2014 Marketo, Inc. Marketo Proprietary and Confidential 25 Lead Nurturing with Snippets and Dynamic Content
  • 26. Best Practices- Frequency Preference Page 26 © 2014 Marketo, Inc. Marketo Proprietary and Confidential 26
  • 27. Thank you! Questions and Comments: madhu@showmeleads.com josh@perkuto.com © 2014 Marketo, Inc. Marketo Proprietary and Confidential