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  lc a n l rei :
Mut h n e Mak t g
   i           n
Y u 5Y a Pa
 o r -e r ln
This American Marketing Association webcast was
Sponsored by Aquent

Aquent is the only global staffing company dedicated to marketing and creative
services organizations
Our customers are industry leaders
   90 of the Fortune 100
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Multichannel Marketing:
Your 5-Year Plan


                          Blog:
                          MultichannelMetrics.com




                                    Akin Arikan
                           AArikan@unica.com
What Is Your Personal Background?

             Online Marketing?
             Direct Marketing?
             Brand Marketing?
             None of the above?
             Multiple of the above?




© 2008 Unica Corporation              3
Why Aren’t They Hearing Us?




© 2008 Unica Corporation                             4
Bottom-up View: Multichannel
                       Behavior Makes Our Jobs Harder

                           Broad-   Direct                   Call
                            Cast     Mail    Store Internet Center
               Become
                Aware                                                1. How to
                                                                        measure ROI
                                                                        of marketing
              Consider
                                                                        efforts?

              Transact                                               2. How to be
                                                                        customer-
                                                                        centric?
               `
               Service



© 2008 Unica Corporation                                                       5
About Unica

             Rated as the leader in Enterprise Marketing Management
             Known for Customer Success with Solutions for:
                • Interactive Marketing across online + offline
                • Web Analytics




                                                 Revenue ($M)




               Worldwide presence                        Financially solid and growing

© 2008 Unica Corporation                                                                 6
Customers
                                                         Travel /     Healthcare &
Financial                  Telecom   Retail / Catalog                                B2B/High Tech
                                                        Hospitality    Insurance




© 2008 Unica Corporation                                                              7
Discussion Points for Today

                           The Big Picture

                           The Fine Print

                           The Technology

                           Q&A




© 2008 Unica Corporation                             8
Top-Down View: Multichannel
      Marketing can be more than a Tactic




                                 Channels            Compete on
                           as Tactic / Convenience    Channels
© 2008 Unica Corporation                                     9
Top-Down View: Analytics can be
              more than a Tactic

          It’s Time to Move Beyond:
                  “You can’t manage what you
                  don’t measure”




© 2008 Unica Corporation                       10
Top-Down View: Analytics can be
               more than a Tactic

Compete on
 Analytics




  Analytics
 as a Tactic                The rest
for managing                 of us
     ROI
improvement

 © 2008 Unica Corporation                   11
Tactic vs. Strategy of Analytics
                       Driven Multichannel Marketing

 Analytics

   As Basis for
   Competing



Just a Tactic
  for ROI
improvement



                              For Tactic /   As Basis for
                              Convenience    Competing
                                                            Channels
© 2008 Unica Corporation                                      12
Big Picture Summary

                  1. Aim for Multichannel Marketing Strategy First

                           Can Channels be a Competitive Strategy rather than
                           just tactics?

                  2. Show some Analytics Pride!

                           Compete on analytics instead of just labor costs

                           Can you identify a way to compete on analytics vs. just
                           using them for incremental ROI improvement?

                  3. Repeat

© 2008 Unica Corporation                                                  13
Discussion Points for Today

                           The Big Picture

                           The Fine Print

                           The Technology

                           Q&A




© 2008 Unica Corporation                             14
Bottom-up View: Multichannel
                       Behavior Makes Our Jobs Harder

                           Broad-   Direct                   Call
                            Cast     Mail    Store Internet Center
               Become
                Aware                                                1. How to
                                                                        measure ROI
                                                                        of marketing
              Consider
                                                                        efforts?

              Transact                                               2. How to
                                                                        measure
                                                                        customer
               `
               Service                                                  behavior?


© 2008 Unica Corporation                                                       15
Addressable vs. Non-Addressable
                                                 Channels
                                                      Response              ONLINE                                       OFFLINE
                                                       Channel




                                                                                                                                      Direct Sales
                                                                                                                         Mail / Fax
                                                                                    Web Site




                                                                                                                                      Phone
          Contact




                                                                                                        Mobile
                                                                                               E-mail




                                                                                                                                                     Store
                                                                     Blog
                                                                            Viral




                                                                                                                 Viral
          Channel
                                                 TV/Radio/Print
                             (Not addressable)
           Advertising




                                                 Out-of-home
                                                 Events
                                                 Product Placement
                                                 In Store

                                                 Call Center
           Direct Response




                                                 Direct mail
                             (Addressable)




                                                 Service Team
                                                 Mobile
                                                 Email
                                                 Web Ads
                                                 Search
                                                 Web site
© 2008 Unica Corporation                                                                                                                                     16
Online, Direct, & Brand Marketers
                                                 Focus on Different Sweet Spots
                                                      Response              ONLINE                                           OFFLINE
                                                       Channel




                                                                                                                                          Direct Sales
                                                                                                                             Mail / Fax
                                                                                    Web Site
                                                                                                                                                                 How can the




                                                                                                                                          Phone
          Contact




                                                                                                        Mobile
                                                                                               E-mail




                                                                                                                                                         Store
                                                                     Blog
                                                                            Viral




                                                                                                                     Viral
          Channel                                                                                                                                                white spots be
                                                 TV/Radio/Print
                                                                                                                                                                 covered?
                             (Not addressable)
           Advertising




                                                 Out-of-home
                                                 Events
                                                                                                                         Brand
                                                 Product Placement
                                                                                                                        Marketers                                1.Share methods
                                                 In Store
                                                                                                                                                                   & integrate data
                                                 Call Center
                                                                                                                                                                 2.Traditional
           Direct Response




                                                 Direct mail                                                      Direct
                                                                                                                                                                   channels are
                             (Addressable)




                                                 Service Team                                                    Marketers
                                                 Mobile
                                                                                                                                                                   also becoming
                                                 Email
                                                                                                                                                                   addressable
                                                                         Online
                                                 Web Ads
                                                                        Marketers
                                                 Search
                                                 Web site
© 2008 Unica Corporation                                                                                                                                                   17
More and More Channels Are – and Will
                        Become – Addressable
Print publications                  Online publications   Behavioral
  & advertising                       & advertising        Targeting




 © 2008 Unica Corporation                                   18
Traditional, 3d Party Display Ad Serving
                       vs. Direct Serving of (Targeted) Ads
               Traditional (3d party)     trueffect – directServe (1st party)




© 2008 Unica Corporation                                           19
More and More Channels Are – and Will
                       Become – Addressable

   TV: mass                         TV: targeted     Behavioral
  advertising                    ads to anonymous   targeting to
                                      segments      individuals?




© 2008 Unica Corporation                                20
Social Media: The Power of
                       Influencers


“People who hear about a bad shopping
experience are less likely than the people who
actually had the bad experience to ever set
foot in the store.“

                                        A 2006 study by the Verde Group




© 2008 Unica Corporation                                       21
Blog Monitoring & Text Mining




                                                            70


                                                            60


                                                            50
                                 Number of claims




                                                            40
                                                                                                                                                                                                                     O-Ring Text
                                                                                                                                                                                                                     O-Ring Code
                                                            30


                                                            20


                                                            10



      Source: ClearForest                                    0

                                                               3            3         03          3       03                                              04          4       04
                                                           h-0          y-0       l y-        r-0      er-        ry-
                                                                                                                      04        -04        y-0
                                                                                                                                               4
                                                                                                                                                      l y-        r-0      er-       ry-
                                                                                                                                                                                         05       -05        y-0
                                                                                                                                                                                                                 5
                                                        arc        Ma           Ju         be
                                                                                                    mb         ua           rch       Ma           Ju          be
                                                                                                                                                                        mb        ua           rch      Ma
                                                    M                                  t em                Jan           Ma                                t em                Jan          Ma
© 2008 Unica Corporation                                                           S ep        Nove                                                    S ep        Nove                                              22
Viral Campaigns,
                       e.g. http://whiteboard.ups.com




© 2008 Unica Corporation                                23
Viral Campaign Funnel




                           Participated


                                  Referred a
                                  Friend

                                  Return via Search

                                  Started Purchase
                                  Completed Purchase


© 2008 Unica Corporation                               24
The Net Result


    Online, Direct, and Brand marketers have each developed
    sophisticated methods but not shared them with each other.

    When combined, these methods enable integrated
    multichannel marketing & measurement

    Let the sharing begin now!


    But there are obstacles …


© 2008 Unica Corporation                               25
The Online Marketer’s View




© 2008 Unica Corporation                            26
The Offline Marketer’s View




© 2008 Unica Corporation                             27
Online & Offline Marketers Have
                           Much Reason to Make Friends

                             Online           Offline




       • Granular behavior data          • Proven analytics methods
       • Acquisition centric             • Relationship focused


© 2008 Unica Corporation                                      28
Similar Issues, Different Language

               Online Marketers                       Offline Marketers
            online personas                               strategic segmentation
              multivariate page testing             response modeling
                 lifetime value                   lifetime value
                        path analysis                   churn analysis
                 online media buys                        resource management
             ad trafficking site changes             contact optimization
             display ads overlays                        overlays
                                                         next best offer/activity
           search/bid management                              creative development
            re-marketing emails                        offer management
                           behavioral targeting      customer decisioning
             ad view through                      indirect response attribution
                         page tags                    significant event detection
© 2008 Unica Corporation                                                    29
Typical Online Marketer Activity:
                       Funnel Optimization




© 2008 Unica Corporation                                   30
Typical Offline Marketer Activities:
       Segment & Target Across Life Cycle
                                    anonymous     addressable


                                           Awareness

                                          Consideration



                           Relationship
                                           Conversion
                            Marketing

                                              Grow
                                             Lifetime
                                              Value

                                           Retain &
                                           Win Back
© 2008 Unica Corporation                                        31
Discussion Points for Today

                           The Big Picture

                           The Fine Print

                           The Technology

                           Q&A




© 2008 Unica Corporation                             32
Drill Down From Aggregate Web
                       Reporting to Web Customer Insights




© 2008 Unica Corporation                           33
Create an Integrated
                       Customer View



                                                 Off-Line
                                              CUSTOMER Data



                                                 On-Line
                                              VISITOR Data




© 2008 Unica Corporation                              34
Behavioral Targeting Across
                       Channels




                                                        CarCo




               Cross-Channel
                 Targeting
               and Execution

                    Send leads to local branches
                    for high-value existing customers
© 2008 Unica Corporation                                        35
Telecommunications: Premium offer
presented to high-value customer

            MySpring


                            Customer is recognized
                            as a high-value customer
                            who is within 90-days of
                            plan expiration. Premium
                            offer presented for
                            renewing service.

Sring Fair&Flexible Plan
450




 © 2008 Unica Corporation                    36
Banking: Personalized offers on website




                           Personalized offer
                           presented based on
                           customer attributes


© 2008 Unica Corporation                         37
Multichannel Marketing:
              A 5 Year Plan
                                                                          2013: expect to start
                                                                             targeting IPTV
                                                                              commercials
                                                Site side
                                          behavioral targeting
                                                                                Target online
                                          using online + offline
                                                                              display ads based
                                           customer insights
                                                                              on (site) behavior
                               Stop sending                        Integrate a social
                              untargeted email                      Media strategy
  Start Dialog &                                                         (UGC)
                                                    Integrate web
Cooperation Across                               analytics into direct
 Marketing Teams                                      marketing
                                     Plan for Integration
Web Analysts,                       of Silos of Customer
                                         information
 Direct Marketers,
      Brand Advertisers
   © 2008 Unica Corporation                                                             38
Time to Take Off the Blinders and
                       Work Together!



                                              Next week, have
                                              lunch with a
                                              colleague from
                                               • Direct
                                               • Brand
                                               • Online
                                              Marketing!



© 2008 Unica Corporation                               39
Multichannel Marketing:

Questions About Your 5-
Year Plan?
                      Blog:
                      MultichannelMetrics.com




                                 Akın Arıkan
                          AArikan@unica.com
Thank You!

Contact us
  Aquent
  aquent.com
  877 227 8368

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Multichannel Marketing: Your 5-Year Plan

  • 1. T e esi e a efo t e h s l s r rm h d 1 / 0 0 W e c s: 0 3 / 8 bat lc a n l rei : Mut h n e Mak t g i n Y u 5Y a Pa o r -e r ln
  • 2. This American Marketing Association webcast was Sponsored by Aquent Aquent is the only global staffing company dedicated to marketing and creative services organizations Our customers are industry leaders 90 of the Fortune 100 2/3 of the Fortune 500 Other Services Consulting Training Outsourcing Translation IT Solutions Offices to help you across the globe Nearly 70 offices in 17 countries 40 offices in major metros across North America Contact us aquent.com 877 227 8368
  • 3. Multichannel Marketing: Your 5-Year Plan Blog: MultichannelMetrics.com Akin Arikan AArikan@unica.com
  • 4. What Is Your Personal Background? Online Marketing? Direct Marketing? Brand Marketing? None of the above? Multiple of the above? © 2008 Unica Corporation 3
  • 5. Why Aren’t They Hearing Us? © 2008 Unica Corporation 4
  • 6. Bottom-up View: Multichannel Behavior Makes Our Jobs Harder Broad- Direct Call Cast Mail Store Internet Center Become Aware 1. How to measure ROI of marketing Consider efforts? Transact 2. How to be customer- centric? ` Service © 2008 Unica Corporation 5
  • 7. About Unica Rated as the leader in Enterprise Marketing Management Known for Customer Success with Solutions for: • Interactive Marketing across online + offline • Web Analytics Revenue ($M) Worldwide presence Financially solid and growing © 2008 Unica Corporation 6
  • 8. Customers Travel / Healthcare & Financial Telecom Retail / Catalog B2B/High Tech Hospitality Insurance © 2008 Unica Corporation 7
  • 9. Discussion Points for Today The Big Picture The Fine Print The Technology Q&A © 2008 Unica Corporation 8
  • 10. Top-Down View: Multichannel Marketing can be more than a Tactic Channels Compete on as Tactic / Convenience Channels © 2008 Unica Corporation 9
  • 11. Top-Down View: Analytics can be more than a Tactic It’s Time to Move Beyond: “You can’t manage what you don’t measure” © 2008 Unica Corporation 10
  • 12. Top-Down View: Analytics can be more than a Tactic Compete on Analytics Analytics as a Tactic The rest for managing of us ROI improvement © 2008 Unica Corporation 11
  • 13. Tactic vs. Strategy of Analytics Driven Multichannel Marketing Analytics As Basis for Competing Just a Tactic for ROI improvement For Tactic / As Basis for Convenience Competing Channels © 2008 Unica Corporation 12
  • 14. Big Picture Summary 1. Aim for Multichannel Marketing Strategy First Can Channels be a Competitive Strategy rather than just tactics? 2. Show some Analytics Pride! Compete on analytics instead of just labor costs Can you identify a way to compete on analytics vs. just using them for incremental ROI improvement? 3. Repeat © 2008 Unica Corporation 13
  • 15. Discussion Points for Today The Big Picture The Fine Print The Technology Q&A © 2008 Unica Corporation 14
  • 16. Bottom-up View: Multichannel Behavior Makes Our Jobs Harder Broad- Direct Call Cast Mail Store Internet Center Become Aware 1. How to measure ROI of marketing Consider efforts? Transact 2. How to measure customer ` Service behavior? © 2008 Unica Corporation 15
  • 17. Addressable vs. Non-Addressable Channels Response ONLINE OFFLINE Channel Direct Sales Mail / Fax Web Site Phone Contact Mobile E-mail Store Blog Viral Viral Channel TV/Radio/Print (Not addressable) Advertising Out-of-home Events Product Placement In Store Call Center Direct Response Direct mail (Addressable) Service Team Mobile Email Web Ads Search Web site © 2008 Unica Corporation 16
  • 18. Online, Direct, & Brand Marketers Focus on Different Sweet Spots Response ONLINE OFFLINE Channel Direct Sales Mail / Fax Web Site How can the Phone Contact Mobile E-mail Store Blog Viral Viral Channel white spots be TV/Radio/Print covered? (Not addressable) Advertising Out-of-home Events Brand Product Placement Marketers 1.Share methods In Store & integrate data Call Center 2.Traditional Direct Response Direct mail Direct channels are (Addressable) Service Team Marketers Mobile also becoming Email addressable Online Web Ads Marketers Search Web site © 2008 Unica Corporation 17
  • 19. More and More Channels Are – and Will Become – Addressable Print publications Online publications Behavioral & advertising & advertising Targeting © 2008 Unica Corporation 18
  • 20. Traditional, 3d Party Display Ad Serving vs. Direct Serving of (Targeted) Ads Traditional (3d party) trueffect – directServe (1st party) © 2008 Unica Corporation 19
  • 21. More and More Channels Are – and Will Become – Addressable TV: mass TV: targeted Behavioral advertising ads to anonymous targeting to segments individuals? © 2008 Unica Corporation 20
  • 22. Social Media: The Power of Influencers “People who hear about a bad shopping experience are less likely than the people who actually had the bad experience to ever set foot in the store.“ A 2006 study by the Verde Group © 2008 Unica Corporation 21
  • 23. Blog Monitoring & Text Mining 70 60 50 Number of claims 40 O-Ring Text O-Ring Code 30 20 10 Source: ClearForest 0 3 3 03 3 03 04 4 04 h-0 y-0 l y- r-0 er- ry- 04 -04 y-0 4 l y- r-0 er- ry- 05 -05 y-0 5 arc Ma Ju be mb ua rch Ma Ju be mb ua rch Ma M t em Jan Ma t em Jan Ma © 2008 Unica Corporation S ep Nove S ep Nove 22
  • 24. Viral Campaigns, e.g. http://whiteboard.ups.com © 2008 Unica Corporation 23
  • 25. Viral Campaign Funnel Participated Referred a Friend Return via Search Started Purchase Completed Purchase © 2008 Unica Corporation 24
  • 26. The Net Result Online, Direct, and Brand marketers have each developed sophisticated methods but not shared them with each other. When combined, these methods enable integrated multichannel marketing & measurement Let the sharing begin now! But there are obstacles … © 2008 Unica Corporation 25
  • 27. The Online Marketer’s View © 2008 Unica Corporation 26
  • 28. The Offline Marketer’s View © 2008 Unica Corporation 27
  • 29. Online & Offline Marketers Have Much Reason to Make Friends Online Offline • Granular behavior data • Proven analytics methods • Acquisition centric • Relationship focused © 2008 Unica Corporation 28
  • 30. Similar Issues, Different Language Online Marketers Offline Marketers online personas strategic segmentation multivariate page testing response modeling lifetime value lifetime value path analysis churn analysis online media buys resource management ad trafficking site changes contact optimization display ads overlays overlays next best offer/activity search/bid management creative development re-marketing emails offer management behavioral targeting customer decisioning ad view through indirect response attribution page tags significant event detection © 2008 Unica Corporation 29
  • 31. Typical Online Marketer Activity: Funnel Optimization © 2008 Unica Corporation 30
  • 32. Typical Offline Marketer Activities: Segment & Target Across Life Cycle anonymous addressable Awareness Consideration Relationship Conversion Marketing Grow Lifetime Value Retain & Win Back © 2008 Unica Corporation 31
  • 33. Discussion Points for Today The Big Picture The Fine Print The Technology Q&A © 2008 Unica Corporation 32
  • 34. Drill Down From Aggregate Web Reporting to Web Customer Insights © 2008 Unica Corporation 33
  • 35. Create an Integrated Customer View Off-Line CUSTOMER Data On-Line VISITOR Data © 2008 Unica Corporation 34
  • 36. Behavioral Targeting Across Channels CarCo Cross-Channel Targeting and Execution Send leads to local branches for high-value existing customers © 2008 Unica Corporation 35
  • 37. Telecommunications: Premium offer presented to high-value customer MySpring Customer is recognized as a high-value customer who is within 90-days of plan expiration. Premium offer presented for renewing service. Sring Fair&Flexible Plan 450 © 2008 Unica Corporation 36
  • 38. Banking: Personalized offers on website Personalized offer presented based on customer attributes © 2008 Unica Corporation 37
  • 39. Multichannel Marketing: A 5 Year Plan 2013: expect to start targeting IPTV commercials Site side behavioral targeting Target online using online + offline display ads based customer insights on (site) behavior Stop sending Integrate a social untargeted email Media strategy Start Dialog & (UGC) Integrate web Cooperation Across analytics into direct Marketing Teams marketing Plan for Integration Web Analysts, of Silos of Customer information Direct Marketers, Brand Advertisers © 2008 Unica Corporation 38
  • 40. Time to Take Off the Blinders and Work Together! Next week, have lunch with a colleague from • Direct • Brand • Online Marketing! © 2008 Unica Corporation 39
  • 41. Multichannel Marketing: Questions About Your 5- Year Plan? Blog: MultichannelMetrics.com Akın Arıkan AArikan@unica.com
  • 42. Thank You! Contact us Aquent aquent.com 877 227 8368