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Beyond The Test
                    Building a Winning 2013
                       Optimization Plan




                                                 12.11.2012

                                         a webinar from ISITE Design
                                            www.isitedesign.com
Build a Winning 2013 Optimization Plan         #measure2013            @ISITE_Design   www.isitedesign.com
#measure2013




Build a Winning 2013 Optimization Plan   #measure2013   @ISITE_Design   www.isitedesign.com
OUR FLIGHT PLAN
   for the next 45 minutes

       •   How testing is changing in 2013
       •   5 key elements of a successful optimization plan
       •   Real-life test examples
       •   Live pop quizzes




Build a Winning 2013 Optimization Plan   #measure2013   @ISITE_Design   www.isitedesign.com
THE BUTTON TEST




                                                        ??????




Build a Winning 2013 Optimization Plan   #measure2013     @ISITE_Design   www.isitedesign.com
THE BUTTON TEST




Build a Winning 2013 Optimization Plan   #measure2013   @ISITE_Design   www.isitedesign.com
THE WINNER




                         282% form conversion increase

                            57% site-wide lead increase



Build a Winning 2013 Optimization Plan   #measure2013   @ISITE_Design   www.isitedesign.com
HOW TESTING IS
 CHANGING IN 2013




Build a Winning 2013 Optimization Plan   #measure2013   @ISITE_Design   www.isitedesign.com
OPTIMIZATION FOR ALL
   The entry costs for tools have never been lower




                   Source: http://www.chiefmartec.com/2011/08/marketing-technology-landscape-infographic.html

Build a Winning 2013 Optimization Plan        #measure2013                        @ISITE_Design   www.isitedesign.com
A WIDE RANGE OF PROCESSES




                                                    Adobe® 2012 Digital Marketing Optimization Survey Results Report

Build a Winning 2013 Optimization Plan   #measure2013                          @ISITE_Design     www.isitedesign.com
RIGHT SIZING THE INVESTMENT
   Marketers spend $92 to acquire traffic and $1 to optimize




                                                    Adobe® 2012 Digital Marketing Optimization Survey Results Report

Build a Winning 2013 Optimization Plan   #measure2013                          @ISITE_Design     www.isitedesign.com
RAISING THE BAR
   Make testing a strategic discipline in 2013




Build a Winning 2013 Optimization Plan   #measure2013   @ISITE_Design   www.isitedesign.com
RAISING THE BAR
   Make testing a strategic discipline in 2013

     FROM                                      TO

     Ad hoc tests                              Strategic programs




Build a Winning 2013 Optimization Plan   #measure2013               @ISITE_Design   www.isitedesign.com
RAISING THE BAR
   Make testing a strategic discipline in 2013

     FROM                                      TO

     Ad hoc tests                              Strategic programs

     Marketing                                 Experience




Build a Winning 2013 Optimization Plan   #measure2013               @ISITE_Design   www.isitedesign.com
RAISING THE BAR
   Make testing a strategic discipline in 2013

     FROM                                      TO

     Ad hoc tests                              Strategic programs

     Marketing                                 Experience

     Lift                                      Learnings




Build a Winning 2013 Optimization Plan   #measure2013               @ISITE_Design   www.isitedesign.com
RAISING THE BAR
   Make testing a strategic discipline in 2013

     FROM                                      TO

     Ad hoc tests                              Strategic programs

     Marketing                                 Experience

     Lift                                      Learnings

     Analytics hero                            A culture of optimization




Build a Winning 2013 Optimization Plan   #measure2013               @ISITE_Design   www.isitedesign.com
FIVE KEY ELEMENTS TO A
 WINNING OPTIMIZATION PLAN




Build a Winning 2013 Optimization Plan   #measure2013   @ISITE_Design   www.isitedesign.com
WHY TEST?
   Because your competition is

      •    Learn more about your customers
      •    Deliver better experiences to your customers
      •    Get better return on your digital investments
      •    Build a culture of data-driven and user-focused design
      •    Discover something totally new and unexpected




Build a Winning 2013 Optimization Plan   #measure2013   @ISITE_Design   www.isitedesign.com
1. BUILDING A TEAM




Build a Winning 2013 Optimization Plan   #measure2013   @ISITE_Design   www.isitedesign.com
STAFFING A TEAM
   Who you need

     •    Project Manager– Own and Share the Program
     •    Analyst – Data at the Center
     •    Copywriter – Content is king
     •    Creative / UX – Don’t Sacrifice Brand for Lift
     •    Developer – There Will be Code
     •    Executive Sponsor – Helps Build Culture




Build a Winning 2013 Optimization Plan   #measure2013   @ISITE_Design   www.isitedesign.com
2. DEFINE SUCCESS




Build a Winning 2013 Optimization Plan   #measure2013   @ISITE_Design   www.isitedesign.com
UNDERSTANDING THE ECOSYSTEM
   From Measurement to Action

                                                   Action




                                     Testing &
                                                            Personalization
                                     Targeting


          Quantitative                                                              Qualitative


                                                        CEM & Voice of
                                  Web Analytics
                                                          Customer




                                                 Measurement
                                                                          WebAnalyticsDemystified.com/research

Build a Winning 2013 Optimization Plan       #measure2013                      @ISITE_Design   www.isitedesign.com
QUANTITATIVE KPIS

           Business Drivers
                 •   Revenue
                 •   Orders
                 •   Leads
                 •   Registrations
           Engagement
                 • Video Views/Duration
                 • Whitepaper Downloads
                 • Social Shares



Build a Winning 2013 Optimization Plan   #measure2013   @ISITE_Design   www.isitedesign.com
QUALITATIVE KPIS
         –   Lead Quality Score
         –   Customer Satisfaction
         –   NetPromoter Score
         –   Brand Sentiment/Loyalty
         –   Usability Tests




Build a Winning 2013 Optimization Plan   #measure2013   @ISITE_Design   www.isitedesign.com
3. PRIORITIZE BY POTENTIAL




Build a Winning 2013 Optimization Plan   #measure2013   @ISITE_Design   www.isitedesign.com
PRIORITIZING THE IMPACT
   All hypotheses are not created equal

                                                                                                                   Form Logic
                                                                                                                   Form Layout


                                                                                                      Location of CTA
                           Headline Copy




                                                        Impact
                                                                               Navigation Logic/
                                                                                                           Navigation Location
                                                                                 Complexity
                            Number of CTAs
                                                                 Button Copy
                           Body Copy
                                                                                                      Content of Images

                                                    Page Header Image               Effort
                                  Balance of Text and            Hero Shot
                                       Graphics

                                                                 Page Length

                                                                                                      Modal Box Design
                                                                 Number of Columns




                                                                               * Impact analysis provided by Marketing Sherpa 2011 Optimization Benchmark Report



Build a Winning 2013 Optimization Plan                     #measure2013                                         @ISITE_Design          www.isitedesign.com
PRIORITIZE TESTABLE ELEMENTS

                                         Significant Impact by Element
         60%


                                                                50%
         50%

                                   41%
         40%
                    36%

                                                  30%
         30%



         20%                                                                17%                 18%



         10%



          0%
                    Copy           CTA           Images        Layout    Navigation            Form



                                                                         Marketing Sherpa 2011 LPO Benchmark Report


Build a Winning 2013 Optimization Plan          #measure2013                          @ISITE_Design   www.isitedesign.com
PRIORITIZING SEGMENTS
   All visitors are not created equal




Build a Winning 2013 Optimization Plan   #measure2013   @ISITE_Design   www.isitedesign.com
SEGMENTATION IN ACTION
   SolarWorld Americas




Build a Winning 2013 Optimization Plan   #measure2013   @ISITE_Design   www.isitedesign.com
4. GET THE RIGHT TECHNOLOGY




Build a Winning 2013 Optimization Plan   #measure2013   @ISITE_Design   www.isitedesign.com
TESTING TOOLS
   What really matters?

     •    Confidence Statistics
     •    Validity Testing
     •    Segmentation (Ad-Hoc and Pre Set)
     •    A/B and Multivariate
     •    Integration with Web Analytics
     •    IT/Development Efforts




Build a Winning 2013 Optimization Plan   #measure2013   @ISITE_Design   www.isitedesign.com
WEB ANALYTICS
   For the record

     •    Conversion Tracking
     •    Segmentation
     •    Custom Variables
     •    Secondary Success Metrics
     •    Traffic Sources and Campaigns




Build a Winning 2013 Optimization Plan   #measure2013   @ISITE_Design   www.isitedesign.com
OTHER MARKETING TOOLS
   Testing doesn’t stop at the website

     •    E-Mail Subject Lines
     •    Social Content
     •    PPC Text Content
     •    Display Ad Designs
     •    Site Speed Performance
     •    Mobile




Build a Winning 2013 Optimization Plan   #measure2013   @ISITE_Design   www.isitedesign.com
5. PUTTING THE PROCESSES IN PLACE




Build a Winning 2013 Optimization Plan   #measure2013   @ISITE_Design   www.isitedesign.com
KINDERCARE
 Optimization Program

   KinderCare:
   VP of Marketing
   Director of Digital Marketing
   Acquisition Manager

   ISITE Design
   Project Manager
   Analytics & Testing Lead
   Digital Marketing Lead
   User Experience Team
   Development Team




Build a Winning 2013 Optimization Plan   #measure2013   @ISITE_Design   www.isitedesign.com
STRUCTURING THE TESTS
  No Plan – No Test

     • What is being tested?
     • Why is it being tested?
     • What is the hypothesis of the test?
     • What are the KPIs for the test?
     • What are the potential risks or impacts?
     • What resources and team members are
       required?
     • Who is requesting the test?
     • Are there critical time frames for results?


Build a Winning 2013 Optimization Plan   #measure2013   @ISITE_Design   www.isitedesign.com
Set Goals                Find
                                                                Friction




                          Document &                                       Make a Test
                             Share                                           Plan
                            Insights




                                         Analyze, and
                                                                Test It!
                                            Verify




Build a Winning 2013 Optimization Plan           #measure2013                    @ISITE_Design   www.isitedesign.com
sources            Organic search      Search PPC           IYP & YP   Display         Other            Email
                                                                          Ads                           campaign
  landing pages
 routing
  pages
  conversion pages




Build a Winning 2013 Optimization Plan                #measure2013                 @ISITE_Design   www.isitedesign.com
SHOW AND TELL
                           Detailed Reports:
                           Each test is reported to the project team and test sponsor with a
                           detailed account of the performance of each experience and the
                           recommended action from the test.

                           Summary and Big Insights:
                           Each test series is reported to business line managers or to the larger
                           organization to share the outcome of the tests and the key take-aways
                           to be considered for future application.

                           Knowledge Base:
                           Each test plan, and outcome is stored in an internal blog, network
                           share, or intranet where team members can search for past test to help
                           make decisions for new designs.

Build a Winning 2013 Optimization Plan     #measure2013                   @ISITE_Design   www.isitedesign.com
REGULAR ACTIVITIES
  Make a Routine                                        Daily:
                                                        • Analysis
                                                        • Test Design
                                                        • QA
                                                        Weekly:
                                                        • Reporting
                                                        • Recommendations
                                                        • Team Meetings
                                                        • Test Deployment
                                                        Monthly:
                                                        • Test Roadmap
                                                        • Prioritization
                                                        Quarterly:
                                                        • Strategy
                                                        • Goal Setting
                                                        Yearly:
                                                        • Goal Setting


                                                             http://home.lausd.net/pics/misc/calendar_icon.png

Build a Winning 2013 Optimization Plan   #measure2013              @ISITE_Design      www.isitedesign.com
SEARCHER PERSONAS
  Segmenting & Targeting




Build a Winning 2013 Optimization Plan   #measure2013   @ISITE_Design   www.isitedesign.com
ALWAYS BE TESTING
            Home Page                                   Search Results
            7 tests, 68% lift                           11 tests, 57% lift




            PPC Landing Pages                           Center Details Page
            21 tests, 200% lift                         13 tests, 58% lift




Build a Winning 2013 Optimization Plan   #measure2013             @ISITE_Design   www.isitedesign.com
29% LIFT IN CONVERSION RATE
 YEAR OVER YEAR




             1   3   5   7   9   11   13     15   17   19   21   23     25   27   29   31   33   35   37   39    41   43   45   47

                                      2012                            15% Goal                        25% Goal


Build a Winning 2013 Optimization Plan                 #measure2013                                    @ISITE_Design       www.isitedesign.com
GETTING READY FOR DAY 2




Build a Winning 2013 Optimization Plan   #measure2013   @ISITE_Design   www.isitedesign.com
OUR OPTIMIZATION PROGRAM




Build a Winning 2013 Optimization Plan   #measure2013   @ISITE_Design   www.isitedesign.com
#measure2013




Build a Winning 2013 Optimization Plan   #measure2013   @ISITE_Design   www.isitedesign.com
THANK YOU & QUESTIONS
     Jeff Cram
     ISITE Design
     617-401-2295
     jcram@isitedesign.com

     Ryan Summers
     Analytics & Testing Practice Lead
     rsummers@isitedesign.com



     More information                                   Blogging on Optimization
     www.isitedesign.com                                www.getreadyforday2.com

Build a Winning 2013 Optimization Plan   #measure2013           @ISITE_Design   www.isitedesign.com

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Build Winning 2013 Optimization Plan

  • 1. Beyond The Test Building a Winning 2013 Optimization Plan 12.11.2012 a webinar from ISITE Design www.isitedesign.com Build a Winning 2013 Optimization Plan #measure2013 @ISITE_Design www.isitedesign.com
  • 2. #measure2013 Build a Winning 2013 Optimization Plan #measure2013 @ISITE_Design www.isitedesign.com
  • 3. OUR FLIGHT PLAN for the next 45 minutes • How testing is changing in 2013 • 5 key elements of a successful optimization plan • Real-life test examples • Live pop quizzes Build a Winning 2013 Optimization Plan #measure2013 @ISITE_Design www.isitedesign.com
  • 4. THE BUTTON TEST ?????? Build a Winning 2013 Optimization Plan #measure2013 @ISITE_Design www.isitedesign.com
  • 5. THE BUTTON TEST Build a Winning 2013 Optimization Plan #measure2013 @ISITE_Design www.isitedesign.com
  • 6. THE WINNER 282% form conversion increase 57% site-wide lead increase Build a Winning 2013 Optimization Plan #measure2013 @ISITE_Design www.isitedesign.com
  • 7. HOW TESTING IS CHANGING IN 2013 Build a Winning 2013 Optimization Plan #measure2013 @ISITE_Design www.isitedesign.com
  • 8. OPTIMIZATION FOR ALL The entry costs for tools have never been lower Source: http://www.chiefmartec.com/2011/08/marketing-technology-landscape-infographic.html Build a Winning 2013 Optimization Plan #measure2013 @ISITE_Design www.isitedesign.com
  • 9. A WIDE RANGE OF PROCESSES Adobe® 2012 Digital Marketing Optimization Survey Results Report Build a Winning 2013 Optimization Plan #measure2013 @ISITE_Design www.isitedesign.com
  • 10. RIGHT SIZING THE INVESTMENT Marketers spend $92 to acquire traffic and $1 to optimize Adobe® 2012 Digital Marketing Optimization Survey Results Report Build a Winning 2013 Optimization Plan #measure2013 @ISITE_Design www.isitedesign.com
  • 11. RAISING THE BAR Make testing a strategic discipline in 2013 Build a Winning 2013 Optimization Plan #measure2013 @ISITE_Design www.isitedesign.com
  • 12. RAISING THE BAR Make testing a strategic discipline in 2013 FROM TO Ad hoc tests Strategic programs Build a Winning 2013 Optimization Plan #measure2013 @ISITE_Design www.isitedesign.com
  • 13. RAISING THE BAR Make testing a strategic discipline in 2013 FROM TO Ad hoc tests Strategic programs Marketing Experience Build a Winning 2013 Optimization Plan #measure2013 @ISITE_Design www.isitedesign.com
  • 14. RAISING THE BAR Make testing a strategic discipline in 2013 FROM TO Ad hoc tests Strategic programs Marketing Experience Lift Learnings Build a Winning 2013 Optimization Plan #measure2013 @ISITE_Design www.isitedesign.com
  • 15. RAISING THE BAR Make testing a strategic discipline in 2013 FROM TO Ad hoc tests Strategic programs Marketing Experience Lift Learnings Analytics hero A culture of optimization Build a Winning 2013 Optimization Plan #measure2013 @ISITE_Design www.isitedesign.com
  • 16. FIVE KEY ELEMENTS TO A WINNING OPTIMIZATION PLAN Build a Winning 2013 Optimization Plan #measure2013 @ISITE_Design www.isitedesign.com
  • 17. WHY TEST? Because your competition is • Learn more about your customers • Deliver better experiences to your customers • Get better return on your digital investments • Build a culture of data-driven and user-focused design • Discover something totally new and unexpected Build a Winning 2013 Optimization Plan #measure2013 @ISITE_Design www.isitedesign.com
  • 18. 1. BUILDING A TEAM Build a Winning 2013 Optimization Plan #measure2013 @ISITE_Design www.isitedesign.com
  • 19. STAFFING A TEAM Who you need • Project Manager– Own and Share the Program • Analyst – Data at the Center • Copywriter – Content is king • Creative / UX – Don’t Sacrifice Brand for Lift • Developer – There Will be Code • Executive Sponsor – Helps Build Culture Build a Winning 2013 Optimization Plan #measure2013 @ISITE_Design www.isitedesign.com
  • 20. 2. DEFINE SUCCESS Build a Winning 2013 Optimization Plan #measure2013 @ISITE_Design www.isitedesign.com
  • 21. UNDERSTANDING THE ECOSYSTEM From Measurement to Action Action Testing & Personalization Targeting Quantitative Qualitative CEM & Voice of Web Analytics Customer Measurement WebAnalyticsDemystified.com/research Build a Winning 2013 Optimization Plan #measure2013 @ISITE_Design www.isitedesign.com
  • 22. QUANTITATIVE KPIS Business Drivers • Revenue • Orders • Leads • Registrations Engagement • Video Views/Duration • Whitepaper Downloads • Social Shares Build a Winning 2013 Optimization Plan #measure2013 @ISITE_Design www.isitedesign.com
  • 23. QUALITATIVE KPIS – Lead Quality Score – Customer Satisfaction – NetPromoter Score – Brand Sentiment/Loyalty – Usability Tests Build a Winning 2013 Optimization Plan #measure2013 @ISITE_Design www.isitedesign.com
  • 24. 3. PRIORITIZE BY POTENTIAL Build a Winning 2013 Optimization Plan #measure2013 @ISITE_Design www.isitedesign.com
  • 25. PRIORITIZING THE IMPACT All hypotheses are not created equal Form Logic Form Layout Location of CTA Headline Copy Impact Navigation Logic/ Navigation Location Complexity Number of CTAs Button Copy Body Copy Content of Images Page Header Image Effort Balance of Text and Hero Shot Graphics Page Length Modal Box Design Number of Columns * Impact analysis provided by Marketing Sherpa 2011 Optimization Benchmark Report Build a Winning 2013 Optimization Plan #measure2013 @ISITE_Design www.isitedesign.com
  • 26. PRIORITIZE TESTABLE ELEMENTS Significant Impact by Element 60% 50% 50% 41% 40% 36% 30% 30% 20% 17% 18% 10% 0% Copy CTA Images Layout Navigation Form Marketing Sherpa 2011 LPO Benchmark Report Build a Winning 2013 Optimization Plan #measure2013 @ISITE_Design www.isitedesign.com
  • 27. PRIORITIZING SEGMENTS All visitors are not created equal Build a Winning 2013 Optimization Plan #measure2013 @ISITE_Design www.isitedesign.com
  • 28. SEGMENTATION IN ACTION SolarWorld Americas Build a Winning 2013 Optimization Plan #measure2013 @ISITE_Design www.isitedesign.com
  • 29. 4. GET THE RIGHT TECHNOLOGY Build a Winning 2013 Optimization Plan #measure2013 @ISITE_Design www.isitedesign.com
  • 30. TESTING TOOLS What really matters? • Confidence Statistics • Validity Testing • Segmentation (Ad-Hoc and Pre Set) • A/B and Multivariate • Integration with Web Analytics • IT/Development Efforts Build a Winning 2013 Optimization Plan #measure2013 @ISITE_Design www.isitedesign.com
  • 31. WEB ANALYTICS For the record • Conversion Tracking • Segmentation • Custom Variables • Secondary Success Metrics • Traffic Sources and Campaigns Build a Winning 2013 Optimization Plan #measure2013 @ISITE_Design www.isitedesign.com
  • 32. OTHER MARKETING TOOLS Testing doesn’t stop at the website • E-Mail Subject Lines • Social Content • PPC Text Content • Display Ad Designs • Site Speed Performance • Mobile Build a Winning 2013 Optimization Plan #measure2013 @ISITE_Design www.isitedesign.com
  • 33. 5. PUTTING THE PROCESSES IN PLACE Build a Winning 2013 Optimization Plan #measure2013 @ISITE_Design www.isitedesign.com
  • 34. KINDERCARE Optimization Program KinderCare: VP of Marketing Director of Digital Marketing Acquisition Manager ISITE Design Project Manager Analytics & Testing Lead Digital Marketing Lead User Experience Team Development Team Build a Winning 2013 Optimization Plan #measure2013 @ISITE_Design www.isitedesign.com
  • 35. STRUCTURING THE TESTS No Plan – No Test • What is being tested? • Why is it being tested? • What is the hypothesis of the test? • What are the KPIs for the test? • What are the potential risks or impacts? • What resources and team members are required? • Who is requesting the test? • Are there critical time frames for results? Build a Winning 2013 Optimization Plan #measure2013 @ISITE_Design www.isitedesign.com
  • 36. Set Goals Find Friction Document & Make a Test Share Plan Insights Analyze, and Test It! Verify Build a Winning 2013 Optimization Plan #measure2013 @ISITE_Design www.isitedesign.com
  • 37. sources Organic search Search PPC IYP & YP Display Other Email Ads campaign landing pages routing pages conversion pages Build a Winning 2013 Optimization Plan #measure2013 @ISITE_Design www.isitedesign.com
  • 38. SHOW AND TELL Detailed Reports: Each test is reported to the project team and test sponsor with a detailed account of the performance of each experience and the recommended action from the test. Summary and Big Insights: Each test series is reported to business line managers or to the larger organization to share the outcome of the tests and the key take-aways to be considered for future application. Knowledge Base: Each test plan, and outcome is stored in an internal blog, network share, or intranet where team members can search for past test to help make decisions for new designs. Build a Winning 2013 Optimization Plan #measure2013 @ISITE_Design www.isitedesign.com
  • 39. REGULAR ACTIVITIES Make a Routine Daily: • Analysis • Test Design • QA Weekly: • Reporting • Recommendations • Team Meetings • Test Deployment Monthly: • Test Roadmap • Prioritization Quarterly: • Strategy • Goal Setting Yearly: • Goal Setting http://home.lausd.net/pics/misc/calendar_icon.png Build a Winning 2013 Optimization Plan #measure2013 @ISITE_Design www.isitedesign.com
  • 40. SEARCHER PERSONAS Segmenting & Targeting Build a Winning 2013 Optimization Plan #measure2013 @ISITE_Design www.isitedesign.com
  • 41. ALWAYS BE TESTING Home Page Search Results 7 tests, 68% lift 11 tests, 57% lift PPC Landing Pages Center Details Page 21 tests, 200% lift 13 tests, 58% lift Build a Winning 2013 Optimization Plan #measure2013 @ISITE_Design www.isitedesign.com
  • 42. 29% LIFT IN CONVERSION RATE YEAR OVER YEAR 1 3 5 7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45 47 2012 15% Goal 25% Goal Build a Winning 2013 Optimization Plan #measure2013 @ISITE_Design www.isitedesign.com
  • 43. GETTING READY FOR DAY 2 Build a Winning 2013 Optimization Plan #measure2013 @ISITE_Design www.isitedesign.com
  • 44. OUR OPTIMIZATION PROGRAM Build a Winning 2013 Optimization Plan #measure2013 @ISITE_Design www.isitedesign.com
  • 45. #measure2013 Build a Winning 2013 Optimization Plan #measure2013 @ISITE_Design www.isitedesign.com
  • 46. THANK YOU & QUESTIONS Jeff Cram ISITE Design 617-401-2295 jcram@isitedesign.com Ryan Summers Analytics & Testing Practice Lead rsummers@isitedesign.com More information Blogging on Optimization www.isitedesign.com www.getreadyforday2.com Build a Winning 2013 Optimization Plan #measure2013 @ISITE_Design www.isitedesign.com