Thinking Through User
Preferences & Choice
Jenny Lassi – Director of Operations
Jenny Lassi is the Director of Operations for
HighRoad Solution and is the resident
expert at email marketing deliverability
best practices & subscriber engagement
optimization best practices.
@highroadjenny
@jennylassi
#deliverability #emailchat #emailmarketing
#emailforensics #emailengagement
#authentication #emailpreferences
#assnchat #abtest #emailstrategy
Today’s Topic
How do you conduct user-centered design? You need to think
like the user and understand how your targeted user will
consume your content. This webinar will help you understand
how to get proactive in knowing your audience and offering
selections that will foster deeper relationships between your
association and your constituents.
Today’s Content
• Why choice is important for healthy relationships with constituents
• Connecting the dots of what subscribers receive and options provided
• The rise of ‘Single Page Applications’ to optimize User Experience
• Honoring the choice when sending campaigns
Join the Conversation
DM or Tweet @highroadjenny
#assnchat or #emailchat
#deliverability #emailchat #emailmarketing
#emailforensics #emailengagement
#authentication #emailpreferences
#assnchat #abtest #emailstrategy
Why Choice?
Preventing list attrition from Global
Opt Outs
Why Choice?
A good Opt Out rate range is between 0% and
0.5% but is dependent on the industry.
• Below 0.2% rate means you are within the norm
• Above 0.5% rate means you should work on it
Why Choice?
From the 2015 Email Benchmarks for Associations
study available soon from HighRoad Solution, the
average Opt Out rate for Associations with Email
Preference Centers is 0.0375%
What Drives the Choice?
• Signing up for membership
• Subscribing to specific email types
• Receiving a communication the recipient
doesn’t want
Making the Choice Easy
• Clearly allow subscribers to choose at the time of
membership or event registration
• Subscribing to specific email types
• Clear association for what communication is
received and what option that correlates to of the
available options
Email Level Unsubscribe, Full Blown
Email Preference Center or Both?
What is the difference?
Email Level Unsubscribe
An email level unsubscribe (aka OneClick Unsubscribe) allows email recipients to
unsubscribe from a certain type of email you send. This normally correlates to
mailing lists/topic codes/optin interests in your AMS.
• This can be as granular as unsubscribing from a specific email type
• This can be also unsubscribing from a particular type or category of email
Email Level Unsubscribe
Email Level Unsubscribe
http://sample.highroadsolu
tion.com/sample_one_click
/Default.aspx?email=%%TO
_EMAIL%%&mid=%%MESS
AGE_ID%%
Email Level Unsubscribe
Email Level Unsubscribe
Benefits
• A one-click user experience
• Is not susceptible to form response abandonment
• Is not susceptible to user frustration that results in a Spam Complaint
• Allows you to have many different email types that you wouldn’t
want on an EPC
Full Blown Email Preference Center
An Email Preference Center (EPC) allows your email recipients
to click on a link from the email they receive and get to a form
where they can tell you what they do want, no longer want or
globally opt out of receiving all email from you altogether.
Email Preference Center (EPC)
Best Practices
• Response rate sweet spot is 6-10 preferences
• Direct correlation between email received and form option
• Optimize design for mobile rendering
Email Preference Center (EPC)
Options
• Submit button or Single Page Application (SPA)
• Flexing logic to hide or gray out specific preferences
• Pivot logic to load preferences stored in multiple databases
EPC with submit button
Single Page Application (SPA) EPC with flexing logic
Mobile Strong! Why?
Mobile Strong! Why?
SPA with
Flexing Logic
Email Preference Center (EPC)
Pros
• Encourages the “Opt Down” not the global “Opt Out”
• Empowers subscribers with control over their inbox
• Strengthens relationship with subscribers
EPC Frequency Options
EPC CASL Express Consent
EPC Opt Out
Survey
Email Preference Center (EPC)
Cons
• The global “Opt Out” may conflict with bylaws
• You may have more email types than an EPC would hold
• You may not have clearly defined email product types
The Global Opt Out Debate
• Choice is for the subscriber - Allowing them to feel in control of their inbox.
• CAN SPAM act requires email marketers to have an opt out function that
isn’t behind any kind of password.
• Many member driven organizations weigh the pros/cons to allowing
members the ability to really “Opt Out” as that means “missing out on vital
information required as a part of membership.”
The Global Opt Out Debate
There are options that give member driven organizations flexibility
on how to write the global opt outs to their AMS database that
also allow members to choose what they receive while still
technically allowing the association to send membership renewals
and other communications pertaining to membership.
Join the Conversation
DM or Tweet @highroadjenny
#assnchat or #emailchat
#deliverability #emailchat #emailmarketing
#emailforensics #emailengagement
#authentication #emailpreferences
#assnchat #abtest #emailstrategy
Choice of Choices
Use Both
• Have an unsubscribe link drive subscribers to an Email Level Unsubscribe or
OneClick unsubscribe.
• Have the Manage Your Preferences link drive subscribers to the Email
Preference Center (EPC)
• Have the Email Level Unsubscribe confirmation page link subscribers to the
Email Preference Center if they choose to keep going (pssst.. Chances are
they wont)
Choice of Choices
Honoring the Choice
Honoring the Choice When Sending Email
• Know if your approach is inclusion/exclusion/both
• Educate staff sending email on how to honor preferences (note: manual imports are
the cause of most sending errors and/or staff not sending to correct lists)
• If you’re AMS and email platform are not integrated, then list management is key
Honoring the Choice
Honoring the Choice
What if you send an email when they previously told you they
didn’t want it?
Feedback Loop (FBL)
Opt Outs
1) List Unsubscribe
2) Complaint Report
Key Takeaways
• Give subscribers the choice (even if they’re members) on what
they want to receive in their inbox
• Offer both an email level unsubscribe but also a full email
preference center
• Send email that always honors the preference/choice
Join the Conversation
DM or Tweet @highroadjenny
#assnchat or #emailchat
#deliverability #emailchat #emailmarketing
#emailforensics #emailengagement
#authentication #emailpreferences
#assnchat #abtest #emailstrategy
Did I Miss Anything?
Thank you for participating in the
“Thinking through User Preferences & Choice” Webinar!
Other questions for Jenny?
eMail = jenny@highroadsolution.com
Twitter = @highroadjenny
@jennylassi
Resources/Helpful Links
http://site.highroadsolution.com/email
http://site.highroadsolution.com/highroad-u-webinars
https://www.surveymonkey.com/blog/2010/12/08/survey_questions_and_completion_rates/
Email Marketing Gurus on LinkedIn https://www.linkedin.com/groups/2213406
Thank You!

Thinking through User Preferences & Choice

  • 1.
    Thinking Through User Preferences& Choice Jenny Lassi – Director of Operations
  • 2.
    Jenny Lassi isthe Director of Operations for HighRoad Solution and is the resident expert at email marketing deliverability best practices & subscriber engagement optimization best practices. @highroadjenny @jennylassi #deliverability #emailchat #emailmarketing #emailforensics #emailengagement #authentication #emailpreferences #assnchat #abtest #emailstrategy
  • 3.
    Today’s Topic How doyou conduct user-centered design? You need to think like the user and understand how your targeted user will consume your content. This webinar will help you understand how to get proactive in knowing your audience and offering selections that will foster deeper relationships between your association and your constituents.
  • 4.
    Today’s Content • Whychoice is important for healthy relationships with constituents • Connecting the dots of what subscribers receive and options provided • The rise of ‘Single Page Applications’ to optimize User Experience • Honoring the choice when sending campaigns
  • 5.
    Join the Conversation DMor Tweet @highroadjenny #assnchat or #emailchat #deliverability #emailchat #emailmarketing #emailforensics #emailengagement #authentication #emailpreferences #assnchat #abtest #emailstrategy
  • 6.
    Why Choice? Preventing listattrition from Global Opt Outs
  • 7.
    Why Choice? A goodOpt Out rate range is between 0% and 0.5% but is dependent on the industry. • Below 0.2% rate means you are within the norm • Above 0.5% rate means you should work on it
  • 8.
    Why Choice? From the2015 Email Benchmarks for Associations study available soon from HighRoad Solution, the average Opt Out rate for Associations with Email Preference Centers is 0.0375%
  • 9.
    What Drives theChoice? • Signing up for membership • Subscribing to specific email types • Receiving a communication the recipient doesn’t want
  • 10.
    Making the ChoiceEasy • Clearly allow subscribers to choose at the time of membership or event registration • Subscribing to specific email types • Clear association for what communication is received and what option that correlates to of the available options
  • 11.
    Email Level Unsubscribe,Full Blown Email Preference Center or Both? What is the difference?
  • 12.
    Email Level Unsubscribe Anemail level unsubscribe (aka OneClick Unsubscribe) allows email recipients to unsubscribe from a certain type of email you send. This normally correlates to mailing lists/topic codes/optin interests in your AMS. • This can be as granular as unsubscribing from a specific email type • This can be also unsubscribing from a particular type or category of email
  • 13.
  • 14.
  • 15.
  • 16.
    Email Level Unsubscribe Benefits •A one-click user experience • Is not susceptible to form response abandonment • Is not susceptible to user frustration that results in a Spam Complaint • Allows you to have many different email types that you wouldn’t want on an EPC
  • 17.
    Full Blown EmailPreference Center An Email Preference Center (EPC) allows your email recipients to click on a link from the email they receive and get to a form where they can tell you what they do want, no longer want or globally opt out of receiving all email from you altogether.
  • 18.
    Email Preference Center(EPC) Best Practices • Response rate sweet spot is 6-10 preferences • Direct correlation between email received and form option • Optimize design for mobile rendering
  • 19.
    Email Preference Center(EPC) Options • Submit button or Single Page Application (SPA) • Flexing logic to hide or gray out specific preferences • Pivot logic to load preferences stored in multiple databases
  • 20.
  • 21.
    Single Page Application(SPA) EPC with flexing logic
  • 22.
  • 23.
  • 24.
  • 25.
    Email Preference Center(EPC) Pros • Encourages the “Opt Down” not the global “Opt Out” • Empowers subscribers with control over their inbox • Strengthens relationship with subscribers
  • 26.
  • 27.
  • 28.
  • 29.
    Email Preference Center(EPC) Cons • The global “Opt Out” may conflict with bylaws • You may have more email types than an EPC would hold • You may not have clearly defined email product types
  • 30.
    The Global OptOut Debate • Choice is for the subscriber - Allowing them to feel in control of their inbox. • CAN SPAM act requires email marketers to have an opt out function that isn’t behind any kind of password. • Many member driven organizations weigh the pros/cons to allowing members the ability to really “Opt Out” as that means “missing out on vital information required as a part of membership.”
  • 31.
    The Global OptOut Debate There are options that give member driven organizations flexibility on how to write the global opt outs to their AMS database that also allow members to choose what they receive while still technically allowing the association to send membership renewals and other communications pertaining to membership.
  • 32.
    Join the Conversation DMor Tweet @highroadjenny #assnchat or #emailchat #deliverability #emailchat #emailmarketing #emailforensics #emailengagement #authentication #emailpreferences #assnchat #abtest #emailstrategy
  • 33.
    Choice of Choices UseBoth • Have an unsubscribe link drive subscribers to an Email Level Unsubscribe or OneClick unsubscribe. • Have the Manage Your Preferences link drive subscribers to the Email Preference Center (EPC) • Have the Email Level Unsubscribe confirmation page link subscribers to the Email Preference Center if they choose to keep going (pssst.. Chances are they wont)
  • 34.
  • 35.
    Honoring the Choice Honoringthe Choice When Sending Email • Know if your approach is inclusion/exclusion/both • Educate staff sending email on how to honor preferences (note: manual imports are the cause of most sending errors and/or staff not sending to correct lists) • If you’re AMS and email platform are not integrated, then list management is key
  • 36.
  • 37.
    Honoring the Choice Whatif you send an email when they previously told you they didn’t want it?
  • 40.
    Feedback Loop (FBL) OptOuts 1) List Unsubscribe 2) Complaint Report
  • 41.
    Key Takeaways • Givesubscribers the choice (even if they’re members) on what they want to receive in their inbox • Offer both an email level unsubscribe but also a full email preference center • Send email that always honors the preference/choice
  • 42.
    Join the Conversation DMor Tweet @highroadjenny #assnchat or #emailchat #deliverability #emailchat #emailmarketing #emailforensics #emailengagement #authentication #emailpreferences #assnchat #abtest #emailstrategy
  • 43.
    Did I MissAnything? Thank you for participating in the “Thinking through User Preferences & Choice” Webinar! Other questions for Jenny? eMail = jenny@highroadsolution.com Twitter = @highroadjenny @jennylassi
  • 44.
  • 45.