SlideShare a Scribd company logo
Optimizing your marketing
automation programme for
success
By Kath Pay, CEO & Founder of Holistic Email Marketing
Copyright Holistic Email Marketing 2016
Quick information about the webinar
• Webinar duration: 45 minutes + Q&A
• Webinar recording will be sent to you
via email
• Hashtag #GRAutomationHub
• Got questions? Message us via chat
Kath Pay
Founder
Holistic Email Marketing
@kathpay
kath@holisticemail.com
www.holisticemailmarketing.com
Copyright Holistic Email Marketing
2016
Why test these automated
programmes?
Our opinions are worthless until tested!
…So are your Marketing
Director’s, and as for your
Managing Director’s…
Econsultancy Conversion Rate Optimization Report 2013
Econsultancy Conversion Rate Optimization Report 2013
Although email is the easiest channel to test only
63% are testing it
Econsultancy Email Marketing Census 2014
Econsultancy Email Marketing Census 2014
Even though Email Marketing delivers the highest
ROI
“Automatically triggered emails
based on lifecycle (12%) or on
customer activity (18%) together
account for £3 of every £10 in email
marketing revenue, up from 19% in
2012.”
DMA – National Client Email Report 2015
These programmes are ongoing…..
• Therefore it’s totally worth the investment
• Discover what makes your customers tick – as well as which
version
is best
• Set up up once as a perpetual test
Aggregation of marginal gains
The BG cycling team’s winning philosophy is ‘aggregation of
marginal gains’: Get a lot of small things right, put them
together, and they add up to a significant gain
www.guardian.co.uk/sport/2008/aug/14/olympics20
08.olypmicscycling1http://www.teamsky.com/article/0,27290,17547_5792058,00.html
“It means taking the 1% from everything
you do; finding a 1% margin for
improvement in everything you do.”
Create building blocks
Who makes up your email database?
Who makes up your email database?
Your Target Market!
Your database is your target
market! Use #email as your
primary testing tool & roll out
findings to other channels
@kathpay @getresponse
Tweet this
Different wording test
A [First Name] Test, track, increase your profit
– start today!
B [First Name] Start tracking and optimizing
your business today!
Different wording test
B had 88% higher open rate
With a 95% confidence level
A [First Name] Test, track, increase your profit
– start today!
B [First Name] Start tracking and optimizing
your business today!
Apply it to your PPC ads, Titles, Sub-headings, Banner Ads….
Source: Movable Ink
Test which image achieves the best conversion
– product display or model wearing garment?
Source: Movable Ink
Apply it to your homepage, product pages,
banner ads…..
Test which image achieves the best conversion
– product display or model wearing garment?
Test which Subject Line - Descriptive vs Benefit
–
is best for your product page
A Increase Customer Retention by 8% in
a Single Month
B SaaS Billing Is a Marketing Asset
Test which Subject Line - Descriptive vs Benefit
–
is best for your product page
Winner: Version A increased leads by 62%
A Increase Customer Retention by 8% in
a Single Month
B SaaS Billing Is a Marketing Asset
Apply it to your homepage, product pages, banner ads, PPC ads…..
A B
Ask your customers which they prefer!
A B
+72%
Apply it everywhere!…..
Ask your customers which they prefer!
What to test?
image
Brace
Yourselves!
• Number of emails in sequence
• Price points
• Discount in value
• Discount in %
• Free Gift/access to content
• Bundles
• From Field
• Subject line
• First 6 lines
• Latency between emails in
sequence
• Design
• Layout
• Tone of Voice
• Long/short Copy
• Personalisation
• Number of links
• Landing Page
Automated emails: what can you test?
Set up permanent testing
streams
What to test?
How to test your automated
programmes
Create a methodology
How to test your automated programmes
1. [Optimization Summit] 3 Days
to a Better Website ($300 Off
Coupon Inside!) – (Value
Exchange, Incentive)
2. Learn 3 tips that made 10,000
landing pages extremely
successful – (Value Exchange,
No Incentive)
3. Optimization Summit 2012 –
Speakers List Now Up! + Save
$300 Today – (Newsworthy,
Incentive)
4. Quarterbacks aren’t the only
changes being tested in
Denver. – (Curiosity)
5. A scientific way to increase
your conversions – (Benefits)
6. Do your landing pages pass
this test? – (Fear)
…testing different motivational factors
via subject lines...
“Fear” was the winner – 125% more
unique CTRs
Source: Marketing experiments
Gain more than short-term wins
by testing – use a methodology.
Find out what makes your
audience tick @kathpay
@getresponse
Tweet this
Remember!
What you measure is based on what you want
to achieve
Measure the correct metric
Subject Line Opened Clicked Converted
Win the pampering prize of a lifetime
worth $10,000
38.19% 9.35% 6.74%
Win spa breaks, a personal shopper
and more worth $10,000
35.76% 11.03% 9.19%
Win a pampered new you worth
$10,000
38.01% 15.45% 10.67%
Win a trip to Champneys and more
worth $10,000 with Veet
33.23% 16.76% 11.01%
Statistical Validity
http://abtestguide.com/calc/
Bad results?
A great learning opportunity
Thomas Edison
“I have not failed. I've
just found 10,000 ways
that won't work. “
Testing essentials
Adhoc testing
Definition:
Random, occasional test of a factor with the aim
of determining which version delivers the best
result.
No methodology or hypothesis is used in this
process.
Strategic testing
Definition:
This is a regularly-performed test using a
hypothesis and methodology with the two-fold
aim of not only finding out which version
delivers the best result, but also aims to discover
insights about the audience.
Have a desire to
learn about your
audience
1
Identify what
question are you
trying to answer?
2
Create a Hypothesis3
It needs to centre around 3 main things
1. Presumed problem
2. Proposed solution
3. Anticipated result (and reason why)
A Hypothesis can be proved or
disproved
A hypothesis pretty much says, “I think by making this change,
it will cause this effect.” So, based on your results, you should
be able to say “this is true” or “this is false.”….
BECAUSE.......
When you use a hypothesis to test
#email you’re not restricted to
testing the same element. The
hypothesis stands @kathpay
@getresponse
Tweet this
Let’s look at some hypotheses used in
email
Hypothesis
To be used
elsewhere?
Emotional question in Subject Line will generate more sales than a directive
statement Yes
Emotional CTA will generate more sales than a pragmatic CTA Yes
Double Loyalty points will generate more sales than 15% loyalty points Yes
5 items showing in the "You may also like" dynamic pod will generate more
sales than 3 items Yes
Emotive image of person smiling & wearing outfit will generate more sales than
image displaying outfit laid out. Yes
Image 2 (looking at CTA) will generate more sales than Image 1 (looking at copy)
Yes
Always be testing different streams
Create a test plan
• Total Sent
• Open Rate
• Click to Open Rate
• Products purchased
• Conversion Rate
• AOV
• Statistical Confidence
• Conclusion
• Recommendation
Metrics & Fields to include
Hypothesis
Test in email
Analyze & Learn
Apply to appropriate
channels
It’s a cycle of continuous learning
1 Don’t test for the sake of
testing
2
Don’t just focus on one-off results – but
focus on longitudinal gains, that can
rolled out everywhere
3
Be sure the measure the
correct metric
Some rules…
www.holisticemailmarketing.com
hello@holisticemail.com
@holisticemail
Copyright Holistic Email Marketing 2016

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Optimizing your marketing automation program for success

  • 1. Optimizing your marketing automation programme for success By Kath Pay, CEO & Founder of Holistic Email Marketing Copyright Holistic Email Marketing 2016
  • 2. Quick information about the webinar • Webinar duration: 45 minutes + Q&A • Webinar recording will be sent to you via email • Hashtag #GRAutomationHub • Got questions? Message us via chat
  • 3. Kath Pay Founder Holistic Email Marketing @kathpay kath@holisticemail.com www.holisticemailmarketing.com Copyright Holistic Email Marketing 2016
  • 4.
  • 5.
  • 6. Why test these automated programmes?
  • 7. Our opinions are worthless until tested! …So are your Marketing Director’s, and as for your Managing Director’s…
  • 8. Econsultancy Conversion Rate Optimization Report 2013
  • 9. Econsultancy Conversion Rate Optimization Report 2013 Although email is the easiest channel to test only 63% are testing it
  • 11. Econsultancy Email Marketing Census 2014 Even though Email Marketing delivers the highest ROI
  • 12. “Automatically triggered emails based on lifecycle (12%) or on customer activity (18%) together account for £3 of every £10 in email marketing revenue, up from 19% in 2012.” DMA – National Client Email Report 2015
  • 13. These programmes are ongoing….. • Therefore it’s totally worth the investment • Discover what makes your customers tick – as well as which version is best • Set up up once as a perpetual test
  • 14. Aggregation of marginal gains The BG cycling team’s winning philosophy is ‘aggregation of marginal gains’: Get a lot of small things right, put them together, and they add up to a significant gain www.guardian.co.uk/sport/2008/aug/14/olympics20 08.olypmicscycling1http://www.teamsky.com/article/0,27290,17547_5792058,00.html “It means taking the 1% from everything you do; finding a 1% margin for improvement in everything you do.”
  • 16. Who makes up your email database?
  • 17. Who makes up your email database? Your Target Market!
  • 18. Your database is your target market! Use #email as your primary testing tool & roll out findings to other channels @kathpay @getresponse Tweet this
  • 19. Different wording test A [First Name] Test, track, increase your profit – start today! B [First Name] Start tracking and optimizing your business today!
  • 20. Different wording test B had 88% higher open rate With a 95% confidence level A [First Name] Test, track, increase your profit – start today! B [First Name] Start tracking and optimizing your business today! Apply it to your PPC ads, Titles, Sub-headings, Banner Ads….
  • 21. Source: Movable Ink Test which image achieves the best conversion – product display or model wearing garment?
  • 22. Source: Movable Ink Apply it to your homepage, product pages, banner ads….. Test which image achieves the best conversion – product display or model wearing garment?
  • 23. Test which Subject Line - Descriptive vs Benefit – is best for your product page A Increase Customer Retention by 8% in a Single Month B SaaS Billing Is a Marketing Asset
  • 24. Test which Subject Line - Descriptive vs Benefit – is best for your product page Winner: Version A increased leads by 62% A Increase Customer Retention by 8% in a Single Month B SaaS Billing Is a Marketing Asset Apply it to your homepage, product pages, banner ads, PPC ads…..
  • 25. A B Ask your customers which they prefer!
  • 26. A B +72% Apply it everywhere!….. Ask your customers which they prefer!
  • 29. • Number of emails in sequence • Price points • Discount in value • Discount in % • Free Gift/access to content • Bundles • From Field • Subject line • First 6 lines • Latency between emails in sequence • Design • Layout • Tone of Voice • Long/short Copy • Personalisation • Number of links • Landing Page Automated emails: what can you test?
  • 30. Set up permanent testing streams What to test?
  • 31.
  • 32. How to test your automated programmes
  • 33. Create a methodology How to test your automated programmes
  • 34. 1. [Optimization Summit] 3 Days to a Better Website ($300 Off Coupon Inside!) – (Value Exchange, Incentive) 2. Learn 3 tips that made 10,000 landing pages extremely successful – (Value Exchange, No Incentive) 3. Optimization Summit 2012 – Speakers List Now Up! + Save $300 Today – (Newsworthy, Incentive) 4. Quarterbacks aren’t the only changes being tested in Denver. – (Curiosity) 5. A scientific way to increase your conversions – (Benefits) 6. Do your landing pages pass this test? – (Fear) …testing different motivational factors via subject lines...
  • 35. “Fear” was the winner – 125% more unique CTRs Source: Marketing experiments
  • 36. Gain more than short-term wins by testing – use a methodology. Find out what makes your audience tick @kathpay @getresponse Tweet this
  • 37. Remember! What you measure is based on what you want to achieve
  • 38. Measure the correct metric Subject Line Opened Clicked Converted Win the pampering prize of a lifetime worth $10,000 38.19% 9.35% 6.74% Win spa breaks, a personal shopper and more worth $10,000 35.76% 11.03% 9.19% Win a pampered new you worth $10,000 38.01% 15.45% 10.67% Win a trip to Champneys and more worth $10,000 with Veet 33.23% 16.76% 11.01%
  • 40. Bad results? A great learning opportunity
  • 41. Thomas Edison “I have not failed. I've just found 10,000 ways that won't work. “
  • 43. Adhoc testing Definition: Random, occasional test of a factor with the aim of determining which version delivers the best result. No methodology or hypothesis is used in this process.
  • 44. Strategic testing Definition: This is a regularly-performed test using a hypothesis and methodology with the two-fold aim of not only finding out which version delivers the best result, but also aims to discover insights about the audience.
  • 45. Have a desire to learn about your audience 1
  • 46. Identify what question are you trying to answer? 2
  • 48. It needs to centre around 3 main things 1. Presumed problem 2. Proposed solution 3. Anticipated result (and reason why)
  • 49. A Hypothesis can be proved or disproved A hypothesis pretty much says, “I think by making this change, it will cause this effect.” So, based on your results, you should be able to say “this is true” or “this is false.”…. BECAUSE.......
  • 50. When you use a hypothesis to test #email you’re not restricted to testing the same element. The hypothesis stands @kathpay @getresponse Tweet this
  • 51. Let’s look at some hypotheses used in email Hypothesis To be used elsewhere? Emotional question in Subject Line will generate more sales than a directive statement Yes Emotional CTA will generate more sales than a pragmatic CTA Yes Double Loyalty points will generate more sales than 15% loyalty points Yes 5 items showing in the "You may also like" dynamic pod will generate more sales than 3 items Yes Emotive image of person smiling & wearing outfit will generate more sales than image displaying outfit laid out. Yes Image 2 (looking at CTA) will generate more sales than Image 1 (looking at copy) Yes
  • 52. Always be testing different streams
  • 54. • Total Sent • Open Rate • Click to Open Rate • Products purchased • Conversion Rate • AOV • Statistical Confidence • Conclusion • Recommendation Metrics & Fields to include
  • 55. Hypothesis Test in email Analyze & Learn Apply to appropriate channels It’s a cycle of continuous learning
  • 56. 1 Don’t test for the sake of testing 2 Don’t just focus on one-off results – but focus on longitudinal gains, that can rolled out everywhere 3 Be sure the measure the correct metric Some rules…