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Your Secret
    Sauce

Mixing Mobile, Social
and Email Successfully




         Signal
          1
How often do the following statements cross          You are no doubt devoting an     for determining how to create a
    your mind when you think about what it’s like         increasing proportion of your    comprehensive picture of your
                                                          focus—and your budget—to         customers using data about
           to be successful marketer today?
                                                          digital marketing. But your      them that is fragmented across
                                                          business, as many do, may        various databases, surveys and
                                                          be struggling with how to        social media. These challenges
“It’s difficult to know my customers well enough          integrate channels such as       certainly make it difficult to
 since I don’t have one place where I can view            email, social media and SMS      determine true ROI of your
 my data on them (like purchase behavior, social          in a coordinated way with your   digital efforts.
 media conversations and demographics) and my             other marketing efforts. Ditto
 marketing efforts (like email, mobile and social
 media campaigns) together.”


“It’s much harder than it should be for me to have
                                                             Finally, you’re probably tired of hearing buzz phrases
 meaningful conversations with customers and to
                                                          like “cross-channel marketing,” “conversational marketing
 give them only the content that’s relevant to them.”
                                                           platforms” and “marketing automation.” These terms do
                                                           point to useful strategies and tools to help achieve them,
“There’s a lot of talk about ‘cross-channel marketing,’             but frequently the “how” is far too vague.
 but I still really don’t know how that’s any different
 than what I’m doing already.”




             If you’ve had these thoughts,
        consider yourself among the majority.
Index
Our goal is to change that.          social media marketing into
In the following pages, the          your marketing mix in a way
buzzwords will be demystified        that gives customers what they
and you’ll learn strategies          want, when they want it. You’ll
and tactics for improving            see how some of the nation’s
                                                                                           1
performance of your marketing        most successful businesses
campaigns by building your           have cultivated and grown a                    The Recipe
customer knowledge and               base of passionate customers          Demystifying the Buzzwords into a
translating those insights into      using a strategy based on          Simple Framework for Marketing Success
the type of communications           listening, empathy and targeted,
your customers will be delighted     personalized communications
to receive. You’ll learn how         designed to inspire loyalty and                       2
to weave email, mobile and           repeat business.
                                                                                 The Ingredients
                                                                           Turning Data Into Integrated Email,
                                                                             Mobile and Social Campaigns

Most importantly, we promise all the “highlighter-worthy” data and
tips you can handle. Whether it be convincing your boss to support                         3
a key initiative, or simply tweaking the timing of your Facebook
posts to maximize comments and likes, you will walk away from this                The Taste Test
paper with at least one actionable insight that will make you more              Measuring Your Results
successful today.


                              Let’s dig in.                                                4

                                                                                The Presentation
                                                                              Delighting Your Customers
1


     The Recipe
Demystifying the Buzzwords
 Into a Simple Framework
  for Marketing Success

                             “Cross-channel marketing” and “cross-channel campaign
                              management” are often thrown around so vaguely that
                             they may appear to be no more than meaningless jargon.
                             But, when used correctly, these terms refer to critical and
                               very real strategies that are important to understand.




                                                          7
They can be broken down into the following concepts:               Throughout this piece, we will discuss each of these concepts and
                                                                   give you tips for executing them successfully. But first it might be
                                                                   worth discussing why marketing across the full array of digital
• Using multiple marketing media to communicate with your          channels is so important.
customers. Most commonly, the media people are referring
                                                                   The reality is that some businesses still are not active in all of these
to are email marketing, mobile marketing (in particular text
message marketing) and social media.                               channels, or may only have a minimal footprint through a basic
                                                                   website, a rarely updated Facebook page, or a minimal or nonexistent
• Using all of your customer data to determine the media, timing   SMS marketing plan. But the same can’t be said for their customers.
and content you should use to reach specific customer segments
                                                                   To truly reach your customers most effectively, you need to reach
and individual customers most effectively.
                                                                   them with the content they want over the channels they prefer. And
                                                                   there’s no escaping the fact that consumers today want to—and do—
• Adding insights about how customers respond to you
                                                                   communicate with brands through multiple channels. These include
marketing to your database. This will allow you to continuously
                                                                   email, website, Twitter, Facebook and SMS as well as traditional
improve the relevancy and effectiveness of your campaigns.
                                                                   face-to-face and voice interactions. And each and every one of these
                                                                   interactions contributes to their overall view of the brand.
• Building your base of subscribers and social fans/followers.
This can mean using media together to move customers
                                                                   For this reason, it’s important that marketers not only be active and
up the commitment ladder (e.g., asking Twitter followers to
                                                                   effective in each of these channels, but also that they coordinate
join your email newsletter list). Or it can mean using multiple
                                                                   their communications across them. Otherwise, customers may be hit
media to increase the reach and effectiveness of promotions
                                                                   with inconsistent, conflicting messaging that lessens their confidence
or offers designed to generate lots of interest (e.g., running a
sweepstakes that people can enter via text message, web form,      in the brand—and in its ability to meet their needs.
Facebook page or tweet).
                                                                   This may jive with your current experiences and beliefs, or
                                                                   perhaps you’re not yet convinced that consumers care about
• Accomplishing all of the above from a single platform or
                                                                   interacting with your brand on social networks or their mobile
product that places all your customer data and campaign
                                                                   phone. We’ve got news for you: consumer expectations about
information together at your fingertips to save time and money
                                                                   transparency, responsiveness and empathy have changed. And
and increase effectiveness.
                                                                   the digital media that have emerged are critical both to fueling
                                                                   and fulfilling these new expectations.


                                 8                                                                     9
Need proof?


A 2012 Aberdeen study found                                               A 2012 study by American Express found
             of top-performing retail companies expanded their use
75%                                                                                      Social media-savvy consumers spend more when they



                                                                          3x
             of digital channels;                                                        get good customer service than the general population,
                                                                                         tell three times as many people about their positive
 52%         of lower-performing companies expanded.
                                                                                         experiences, and are more likely to ditch companies when
                                                                                         they don’t get good service.


A 2010 Accenture survey found

79%          of smartphone users would like to download money-off
             coupons to their phones;
                                                                          Another consumer survey found
                                                                                         of consumers have a more positive impression of
                                                                          57%            companies they receive email from;
73%          would like to receive instant money-off coupons as they
             pass by an item in a store.
                                                                          50%
                                                                                         are more likely to buy—online or offline—from companies
                                                                                         that send them email.



A 2012 survey found
             Half of American consumers are open to receiving mobile
             offers, and a greater proportion would prefer to receive
             offers on their phone via text messaging over email,         Once you’ve been convinced                  entered what many refer to as
             mobile applications or voicemail.                            to take the initial step of being           the era of “Big Data.” A 2011
                                                                          present and active across all the           study by the McKinsey Global
                                                                          channels where your customers               Institute projects that the total
A 2010 Yankee Group study found                                           live, you still need to find out            amount of data being generated
             of consumers want to interact with businesses using social   more about them so you can                  will grow by 40 percent each
70%          media;
                                                                          reach them with more targeted,              year. The same study estimates
                                                                          personalized messaging.                     that retailers harnessing this
 -1/3
             but less than one-third of companies have the strategies,
             policies, and processes in place to meet that demand.                                                    data fully could increase their
                                                                          Thankfully, there aren’t many               operating margins by 60 percent.
                                                                          marketers lacking for data these
                                                                          days. In fact, we have already
                                    10                                                                           11
For marketers, the problem isn’t the amount of                        A 2011 eConsultancy survey                Humans seek novelty and will
                                                                      indicated that more than half             open their gates to many initial
data available, but instead finding a way to harvest
                                                                      of marketers store the data               brand conversations, but they
it in one place to make effective use of it in your
                                                                      they gather their multi-channel           are also pattern-recognizing
marketing efforts. How many of the following types                    marketing efforts in in separate,         machines. Your initial marketing
of data look familiar to you?                                         siloed locations.                         strategy will work quite well
                                                                                                                as your customers open their
                                                                      While the term may not make               hearts for the first time, but
Lead source data                    Social media brand mentions       this clear, the fundamental               afterwards, they will learn to
                                    and sentiment                     premise behind “cross-channel
Purchase/transaction history                                                                                    filter your marketing efforts out
                                                                      marketing” is the ability to unify        unless they remain consistently
                                    Customer conversations with
Survey data                                                           all this data to directly inform          unique, useful and engaging.
                                    you over social media or
                                                                      all of your digital marketing,
                                    customer support touch points
Loyalty program and coupon                                            regardless of medium.                     While companies understand
redemption history                  Marketing campaign history                                                  the value and cost-effectiveness
                                                                      But accumulating and unifying             of engaging with customers
                                    (e.g., campaigns received, open
                                                                      this data alone is not enough.            more directly through digital
                                    rate and click rate)
                                                                      Too often, digital or direct              channels, too often they are
                                                                      marketing is read as “sending             reaching their customers in
                                                                      communications to people who              disjointed and repetitive ways.
                                                                      should be interested in them.”            When brands don’t differentiate
                                                                      While that’s a start, you must            content by channel, respect
          How many different databases,                               also consider how to get people           a customer’s preference, or
                                                                      interested in listening to you to
        reports and tools do the data points                                                                    produce new and useful content,
                                                                      begin with. And after you’ve got          messaging fails. In a world
          you routinely work with live in?                            them listening, you need to keep          where people receive as many
           If you’re like most marketers,                             finding new ways to provide               as 5,000 ad messages a day,
                                                                      novel and wonderful content               each communication must be
               the answer is too many.                                that reinforces why they chose            channel-appropriate, thoughtful
                                                                      to listen in the first place.             and engaging.


                               12                                                                          13
The world’s best brands                These companies have
recognize this and are                 discovered the very sticky                   2
starting to move beyond                “secret sauce” that delights
the multichannel “blast”               customers: messages that
approach. Using digital                are targeted, personal and
marketing tools such as
Signal, they can tie these
                                       relevant to each customer’s
                                       individual preferences. Instead
                                                                         The ingredients
marketing channels together            of creating the customer
and evolve from multichannel           distaste that can result from a
                                                                             Turning Data Into
to cross-channel marketing.            steady diet of uncoordinated,     Integrated Email , Mobile
Instead of uncoordinated,              untargeted campaigns, these         and Social Campaigns
siloed communications for              communications create a
each individual channel,               competitive advantage and
companies have the power               whet customers’ appetites for
to originate their email, SMS          repeat business.
and social media marketing
communications from a single
platform. They can develop
a universal profile of each
customer across every channel
to learn which messages and
communication media each
individual customer prefers.
And they can see how customer
responses to different messages
and tactics change over time.
Once this is achieved, they can
keep these customers engaged
over the long term by giving
them what they most desire.


                                  14
Build a single database                                  One Aberdeen Group study found that 47 percent of best-in-class
                                                                            companies integrate customer data across all marketing channels,
A critical component of getting         to determine what’s most            versus 22 percent of average companies and 19 percent of laggards.
the most ROI out of marketing           effective. Moving to a cross-       The same study found that companies that integrate data captured
initiatives is to know what’s           channel approach enables            across all marketing channels achieve a 41 percent better company
working and what isn’t.                 you to simplify campaign            gross margin than those that don’t.
                                        rollout across all media and
But according to Forrester
                                        to automatically collect data
research, about 87 percent of
                                        from every campaign in one
marketers and 85 percent of
                                        place. It allows you to establish
agencies misattribute credit:
                                        a consistent workflow across
They either attribute all credit
                                        channels to minimize the
to the last touch point or have
                                        complexity of scheduling and
no way of attributing the credit
                                        sending messages, and to
                                                                                      50%        47%
in a meaningful manner.
                                        implement a reliable approval
Using digital marketing tools           process from headquarters                    40%
such as Signal, you can manage,         for all digital communications.
monitor and measure all of your         At the customer level, it helps               30%
customer relationships from             you learn more about your                                                  22%
a single source. You can also                                                                                                19%
                                        customers so that you can reach               20%
create and track unique offers          them more effectively.
for each channel interaction
                                                                                      10%




                                                                                                   Best-in-Class



                                                                                                                   Average



                                                                                                                             Laggards
                                   16                                                                              17
Even those companies that               Ultimately, you’ll want to import               Create communications that are
don’t currently integrate their         all of your customer data into
                                                                                        more relevant and personalized
marketing data realize the              your digital marketing platform.
importance of doing so. A               This should include all of your
2011 IBM survey of nearly 300           internal customer database data,    Right now, according to a 2011 McKinsey survey, 38 percent of
marketers found that nearly             which may contain information       marketers say their companies have basic demographic information
90 percent of respondents               like purchase history or loyalty    on each customer, while only 18 percent say their customer data
expressed interest in an                program participation, your         includes detailed information such as interests or attitudes.
integrated marketing suite,             website or mobile apps, and         Respondents also reported that marketing decisions were most
as the industry’s need for              any CRM products you use            likely to rely on internal sales data that has long been available to
technology grows and adoption           to manage customer loyalty          marketing departments.
matures. By connecting with             programs or offline marketing
your customers through                  efforts. If you have such an        Marketing fails when companies ignore the expectations of their
social media, email, and SMS            internal customer database, or      customers and take these customer relationships for granted by
using one source—instead of             a CRM marketing tool, be sure       sending them too many untargeted messages. And today, many
maintaining separate, siloed            to set up data syncing between      marketers are not only sending messages that aren’t targeted, they’re
lists—you will eventually be            these tools and your cross-         throwing money away on messages that never even reach their
able to develop a universal             channel marketing platform to       intended audiences.
profile of each customer across         ensure that you have consistent,
all digital channels. Using your        up-to-the-minute data and           According to a Forrester study, marketers will waste
cross-channel platform, you can         coordinated marketing activities.   nearly $144 million in 2014 on marketing messages that
also connect this information to                                            never even get delivered.
your point-of-sale and loyalty
marketing data to get a complete                                            Signal gives you the tools to more effectively gather insights about
view of your customers’                                                     your customers from all of your customer touch points that you can
preferences and behaviors.                                                  then use to create more highly targeted and personalized messaging,
                                                                            while also flagging bad email addresses and mobile numbers for
                                                                            elimination from your lists.




                                   18                                                                          19
FRI



One simple way to start personalizing your messaging is to transform     Timing is another important aspect of your communications.
your customer data into segments, which can be done in many              Examples would be setting up automatic communications to go to
ways. For instance, you can segment by geography to increase             your customers on milestones that matter to them, such as their
the relevance of your offers, instead of sending your San Diego          birthdays, or on shared milestones such as the anniversary of the
customers deals on winter coats. Or by store location, so your           date they joined your subscription list. You can also time your
customers get deals appropriate to the local store they shop at. You     messages to create the greatest return for your business, such as
can even segment by store attribute (e.g., stores with a pharmacy        offering enticing deals during low-traffic periods. And you can
attached) to further increase the relevance of your communications.      ensure that your email and SMS messages speak to your customers
                                                                         in a more personalized way by using dynamic data tags to address
                                                                         them by first name, their address, or any number of other attributes
                                                                         you select.




Mining your purchase data, you can also segment by the kinds of
products purchased to let customers know about the new edition
of a product they bought, or about a product recall. Or you can
segment by price of items purchased, so that you hit high spenders
and budget shoppers with the right kinds of deals to maximize
conversions. Another way to segment is by deal interests, so
you’re not annoying gadget lovers with ads for jewelry. You can
also segment by customer demographics, such as age attributes,
to ensure you strike the right tone in your messages to distinct
customer groups, instead of trying to talk to college kids and over-60
customers in the same way.


                                  20                                                                       21
Reach customers across the email,                                     Attract new audiences through social media.
             mobile and social channels                               Social media is the fastest-             both Facebook and Twitter are
                                                                      growing channel and allows               also undeniably scattershot as
According to a 2011 Edison Research study, more than 51 percent
                                                                      you to reach an incredibly high          marketing tools. It’s difficult to
of Americans ages 12 and up have Facebook accounts, up from just
                                                                      volume of people. Facebook               segment and personalize your
8 percent in 2008. And a 2011 Pew Internet survey found that 70
                                                                      is on track to have more than            communications effectively
percent of Americans are on email, while another found that 83
                                                                      a billion users and Twitter is           using either, and it’s also likely
percent of Americans own cell phones and 73 percent of cell phone
                                                                      expected to have over 250                that even your most dedicated
owners send and receive text messages. Since your best customers
                                                                      million active users by the end          fans and followers will not read
are likely active on all three channels, it’s important that you
                                                                      of 2012. Facebook and Twitter            many of your messages.
understand their communication preferences across them all to truly
                                                                      are great ways for marketers to
reach your individual customers most effectively.                                                              The chronological layout of
                                                                      reach new audiences and have
                                                                      authentic two-way interactions           Twitter timelines, coupled with

                                                                      with consumers. Social                   the sheer volume of tweets

                                                                      media is also a great tool for           many users receive, make it

                                                                      facilitating conversations with          almost inevitable that your

                                                                      customers and for customer               followers will miss some of
                      51% have a Facebook account                                                              your tweets. And Facebook’s
                                                                      service, and because of its
                                                                      sharing capabilities that                EdgeRank algorithm can

                                                                      increase the chances of your             prevent your posts from

                                                                      messages going viral.                    appearing in your fans’ News
                      70% are on email                                                                         Feeds at all if you’re not creating
                                                                      Getting someone to become                content that’s consistently
                                                                      your fan or follower is also a           interesting to them.
                                                                      relatively low commitment
                      83% own a cell phone                            for consumers compared to                These facts make a good case
                      73% send and receive texts                      getting them to join your email          for the need to write compelling

                                                                      or SMS lists, so it’s a great way        social media content. They

                                                                      to connect with new potential            also underscore the value in

                                                                      customers. Unfortunately,                converting your social followers


                                   22                                                                     23
into SMS and email marketing              then offering them deals they         Build stronger connections through your subscription lists.
subscribers. As people with a             appreciate, you can help them
genuine, expressed interest in            see the value in joining your        While attracting fans and followers can gain you access to a wider
your products and services, your          lists.                               array of customers, your email and SMS lists hold the key to building
fans and followers are the perfect                                             deeper connections with them through greater personalization and
targets for these efforts. And by         To get them on your lists, invite    segmentation of your communications.
recruiting fans and followers to          your Facebook fans or Twitter
                                          followers to text for a special      Social media is unparalleled for social interactions, but email is more
your email and SMS lists, you
                                          offer. Ask that they join your       accepted as a transactional tool and is a place where people expect
can forge deeper relationships
                                          SMS or email list in return          to receive business messages. It is the “tried and true” digital channel
with them by offering them
                                          while emphasizing their ability      that businesses are most experienced with and use most. Compared
more personalized and targeted
                                          to unsubscribe at any time.          to SMS and social marketing, it offers marketers opportunities to
content than you ever could
                                          Run social promotions and ask        be more visual, content-rich, and nurturing. Its lack of character
through social media alone.
                                          entrants to opt in to your email     limitations make it a low-cost way to deliver persuasive, more in-
To accelerate your email and              or SMS list as the price of entry.   depth appeals. And since opting in to your email list requires more
SMS subscription lists using              And reach new audiences using        of a conscious decision than clicking “like” or “follow,” you can feel
social media, first focus on              referral bonuses that ask all        confident that you are reaching people who want to receive your
attracting more fans and                  new subscribers to refer their       marketing content.
followers. Publicize your                 friends to also join, right from
                                                                               Email has another advantage over social media in its potential for greater
presence on Facebook and                  the confirmation page they get
                                                                               bulk segmentation and personalization of communication. It additionally
Twitter in your stores, on                after signing up using your Web
                                                                               offers sophisticated tracking potential when compared to social media,
your website, and in your ads.            form. Give each friend an offer
                                                                               where you can’t currently track who your message was delivered to, who
Facebook ads are another                  or coupon for joining, and give
                                                                               read it or who clicked on your links.
cost-effective way to get more            the referrer a special offer of
fans. Entice people to join by            even greater value if they refer a   SMS (text) marketing does not allow for the in-depth content possible
offering fans and followers               specified number of friends.         over email or the web, but it offers simplicity, along with something
exclusive content they won’t find                                              no other medium can: an unparalleled way to reach your most
anywhere else, and emphasize                                                   dedicated customers anywhere, in real time. Eighty-three percent of
giveaways and discounts. By                                                    texts are read within one hour, and mobile has three to five times the
acquiring social followers and                                                 reported clickthrough rate of other media. This immediacy makes
                                                                               SMS the best medium for real-time offers and alerts.

                                     24                                                                            25
Schedule your content in advance across channels.                     start. One analysis found that             communication frequencies for
                                                                            Facebook pages updating with               each channel, and that you’re not
As you build universal profiles          Twitter has the highest activity   this frequency had the most                bombarding your subscribers
of your customers by connecting          at lunch and at 6 p.m.             likes. Twitter accounts tend to            with too much content overall.
with them over social media and                                             benefit from even more regular             You can also save time and
opting them in to your email             When creating your digital
                                                                            updates. Try tweeting at least             coordinate the approvals of your
and SMS subscriber lists, you            communications plan, you
                                                                            once a day to start, and consider          messaging more efficiently, and
will be able to undertake a more         should also take message
                                                                            posting more often. And don’t              also more easily test which times
integrated approach in planning          frequency into account.
                                                                            be afraid to repeat tweets,                of day and days of the week are
your communications. In doing            To prevent people from
                                                                            since Twitter dashboards are               most effective in reaching your
so, you will learn that each             unsubscribing to your SMS list,
                                                                            chronological and your followers           customers across these media.
medium demands a different               you should reserve some of your
                                                                            are likely to see only your most           While we’ve provided some
approach in terms of messaging           most compelling and timely
                                                                            recent posts.                              basic guidelines for timing and
and optimal timing.                      offers for your text subscribers
                                                                                                                       frequency, you may find that
                                         and start out with one text a      By scheduling your content in              different approaches work best in
For instance, email open                 week or less. Restraint is also    advance, you can make sure                 the execution of your campaigns.
and click rates are highest in           a plus when it comes to email:     that you’re selecting the right
the early morning, and also              according to one study, the
attractive in the mid-afternoon          optimal frequency is one to four
                                                                                                Communications Timing
and early evening. Mobile                emails a month.                                             High-use rates for each medium
marketing’s immediacy and
timeliness make it a great choice        In contrast, Facebook requires
                                         more frequent content, since                  Email          Mobile            Facebook               Twitter
for midday communications,
when email open rates are                the site’s algorithm determines

lowest. And when posting social          whether your fans are clicking

media messages, it’s worth               on your posts regularly and

considering that Facebook’s              removes you from their News

high activity periods include            Feeds if they don’t — even

lunch, early morning, late               though they “like” you. Consider

evening, and weekends, and that          posting every other day to

                                                                                            6 A.M.               Noon                 6 P.M.


                                    26                                                                            27
Give people a reason to stay engaged.                               additional coupons will be sent to participants. And you can export
                                                                           coupon codes from your point-of-sale system to track redemption
Once you’ve got subscribers, fans and followers, retaining them is as
                                                                           rates. You can even choose to create public coupons that your
important as attracting new ones. And the key to both acquiring and
                                                                           subscribers can share with their friends across channels.
retaining your digital subscribers is to offer them added value that
they won’t get anywhere else in the form of exclusive news and offers.     Whatever strategy you choose, be sure to mix it up and test different
Here are a few ways our customers have done this successfully.             options. A couponing strategy is only successful if the coupons are
                                                                           being redeemed, and certain customers may redeem one type of
                                                                           offer more than another.
                         Appeal to their wallets
Coupons are a great way to get people to join your lists and to keep
people engaged after they’ve become subscribers. To encourage                                         Declare a winner
subscriptions, use your cross-channel platform to add a web form           In our experience, digital sweepstakes are one of the most effective
as a tab on your Facebook account, or send a tweet with a link to          ways to draw people into your brand. For example, Memphis
your form on Twitter. Offering incentives for opting in by filling out     Car Audio worked with DDC Marketing to develop an integrated
the form is a good way to spur your lists’ growth. The fast-food chain     sweepstakes campaign tied the release of the movie Fast Five, with
Culver’s, for instance, offers new subscribers a free value meal for       a trip for two to the movie’s Brazil premiere as the grand prize. The
joining its eClub on Facebook and a free scoop of frozen custard for       sweepstakes was promoted on multiple channels, including the web
joining its Text Club.                                                     and Facebook, and people could enter via mobile, web, or Facebook.
                                                                           DDC Marketing used the Signal platform to develop, launch,
Another approach is to get people to text in to receive a coupon
                                                                           and manage the sweepstakes across the mobile, social, and web
or offer. Ask your Facebook fans or Twitter followers to text to join
                                                                           channels. By running the sweepstakes and adding entrants to their
your SMS or email list in return for a special offer. The movie and
                                                                           email list as the price of entry, the company successfully reinforced
game rental company Redbox has had success doing this by offering
                                                                           its brand, drove in-store traffic, and added more than 93,000
customers a free rental in return for joining its email list. Using your
                                                                           subscribers to its email list.
cross-channel platform, you can create plain text or web-based
coupons for insertion in SMS, email or social messages, and track
how many coupons were delivered through each marketing channel.
You can also make these coupons finite in number so when your
campaign has sent the total number of coupons in the group, no


                                   28                                                                        29
Get them in the game                                        Provide updates, news and exclusive content.
Engaging people through polls, trivia and fun surveys can be a good       Another way to keep your subscribers engaged is by giving them the
way to keep people interested. They can also help you grow your           key information they want. Let them know about the opening of new
subscriber, fan and follower base. Whether it be a prize, coupon or       stores near them, about changes to the hours of the store they shop
simply the fun of sharing their opinion or trivia knowledge, people       in, and about new products they might be interested in. Also be sure
get value out of participating in promotions. Given that, what better     to offer them exclusive content they won’t find anywhere else, with
way to give people a compelling reason to opt-in to your list or “like”   an emphasis on special deals and offers. One study found that 37
you on Facebook than to run a promotion? “Give, then get” is the          percent of Facebook users “like” fan pages just to receive coupons
foundation of all great marketing.                                        and deals. Reward your email and SMS subscribers with even more
                                                                          appealing offers than you give your social followers for joining and
These promotions can also help you grow your database of customer         remaining on your lists.
insights. You can learn about your customers through the actual
poll answers and survey responses they give as well as by seeing
what prizes motivate them, what kinds of trivia they know, and what
coupons they respond to. The data from every promotion you run is
saved with that person’s profile in your Signal database. Armed with
this data, you can create more meaningful customer segments to
better target your emails, texts and social posts. Liked that coupon?
Here’s another just like it. Picked pizza in that last poll? Did you
                                                                                                                                 NEW
know we just added pizzas to our menu? Sorry you didn’t win that
holiday sweater shopping spree, but we’re having a sale on them now
— you should check it out.




                                     30                                                                     31
3


The taste test
Measuring Your Results



                          Once you’ve gotten your cross-channel marketing plan
                         underway, it’s integral that you measure its effectiveness.
                           You should do this both by taking a big-picture view
                         of your list growth and by analyzing the detailed results
                                       of your individual campaigns.




                                                     33
Evaluate the growth of your database.                              It’s critical to retain subscribers        how successful you’ve been in
                                                                           and maintain valuable touch                retaining subscribers over the
To analyze the success of your cross-channel marketing, first take a       points with your guests. To                long term.
look at the growth of your number of social fans and followers as well     ensure subscriber retention,
as the growth of your email and SMS subscriber lists. While the size       or “stickiness,” your calls to             Another metric to consider is the
of your lists is important, so is their net growth. If your lists aren’t   action when asking for the                 depth of customer insight you
growing over a period of time, it means you’re not doing enough to         initial subscription should                have gathered for your individual
promote your lists and their value.                                        clearly and honestly state the             subscribers. Have you succeeded

                                                                           content people will receive                in developing a universal
Every opt-in or new follower is a win. By reviewing the volume of                                                     profile of your subscribers that
                                                                           when they join your list. If
permission-based opt-ins over time, you can interpret your success                                                    includes their social, email
                                                                           your attrition rate (rate of
overall, and on a campaign-by-campaign basis. For example,                                                            and SMS touch points? Have
                                                                           people unsubscribing) is over
the Signal platform shows how easily you can track which ads or                                                       you continued to gain more
                                                                           10 percent, then you’re doing
promotions in an enrollment campaign led to new subscribers, which                                                    insights into their demographics,
                                                                           something wrong.
is key to determining ROI — and to determining which tactics you                                                      communication preferences,
should focus on in future campaigns.                                       In addition, you should get                product preferences, where they
                                                                           comfortable with doing cohort              are in the customer life cycle,
                                                                           analyses to help track stickiness.         and the types of offers they
                                                                           Simply put, cohort analysis                respond to? It is this information
                                                                           means dividing your subscribers            that will enable you to better
                                                                           into groups to better profile your         personalize your offers and build
                                                                           list. For example, by dividing             customer loyalty.
                                                                           your list into groups based on
                                                                           length of subscriptions, you can
                                                                           see if most of your customers
                                                                           have been subscribers for one
                                                                           to three months, three to six
                                                                           months, six to nine months,
                                                                           or up to a year or more. This
                                                                           serves as a useful indicator of


                                    34                                                                           35
Analyze the performance of your campaigns
Using the analytics capabilities of your cross-channel platform,                                              SMS
you can diagnose how each of your campaigns performed                       For SMS marketing, the key benchmarks to consider are delivery
by comparing the results to past campaigns and to overall                   rate, click rate and unsubscribe rate. Open rate is not as much of an
benchmarks for each digital medium.                                         issue given that recipients have little choice but to see their messages
                                                                            upon receipt. Instead, click rate is a critical gauge of whether your
                                                                            offers are working. A recent Signal review of large-scale messaging
                                                                            campaigns found an average click rate of 6.16 percent for texts
                                                                            containing a URL. You must also carefully monitor your unsubscribe
                                                                            rate, since consumers have little patience for receiving content that
                                                                            is not of value to them over SMS. A high unsubscribe rate is a clear
                                                                            indication that you need to enhance your SMS offers.




                                  Email
The key benchmarks to consider for emails are delivery rate, open                                             Social
rate, click rate and unsubscribe rate. Recent industry averages for
                                                                            For social media campaigns, click rate is important, just as it is with
North America are delivery rates of 96.3 percent, open rates of
                                                                            SMS and email. But it differs in that its other key metric is engagement.
24.8 percent and click rates of 5.2 percent. Your delivery rate is a
                                                                            And to truly judge the effectiveness of the social content you create,
reflection of the accuracy of your email list. If your open rate is poor,
                                                                            you have to look at all of the different actions people take with it,
you might try to tweak your subject line. If people are opening your
                                                                            from retweets to likes to forwards to comments. Your cross-channel
emails but not redeeming your offers, it means you might need to
                                                                            platform allows you to get a consolidated view of your social fans and
rethink your offer strategy. And if your unsubscribe rate is high, you
                                                                            followers and their activities in one place. You can see trending stats
know that you’re not offering compelling enough content to keep your
                                                                            for fans, likes, comments and wall posts on Facebook. You can view
subscribers interested — so you might want to continue experimenting
                                                                            trends for followers gained and lost, mentions, messages and retweets
and to also include a greater proportion of your most successful offer
                                                                            on Twitter. And you can—and should—also track the performance of
tactics in your communication mix.
                                                                            individual campaigns by creating unique coupon codes for your social
                                                                            campaigns and by creating distinct URLs for each campaign to track
                                                                            the source of your clickthroughs.

                                    36                                                                          37
Determine which channels yield the best results                        When it comes to coupons,                containing a call to action to get
                                                                       redemption rate is the true              people to join your SMS list, and
                                                                       metric of how compelling                 are told you would get 500,000
                                                                       your offers are. If people are           impressions, that’s roughly $.02
                                                                       opening but not redeeming                per impression. If 10 percent
                         vs                vs
                                                                       them, it’s a sign that you need          of people opt in, you’ve paid
                                                                       to rethink your offer strategy.          $10,000 for 50,000 subscribers,
                                                                       If a third or more of your offers        or roughly $.20 for each
By measuring the results of your campaign initiatives in the email,    sent are being redeemed,                 converted subscriber. Figures
SMS and social channels, you can learn which content works best        you’re doing something right.            like these should go into your
on each channel for each person. You’ll be able to see what kinds      By subsequently looking at               projections and calculations
of deals each likes, and whether they respond more favorably to an     ticket totals when a purchase            to help you understand if your
afternoon tweet, an early-morning email, or a midday text.             is made with a marketing offer           program and its elements
                                                                       redeemed, you can start to see if        are profitable. You can learn
Using this information, you will be able to continually improve your   you are getting true ROI out of          how much it cost you to add
marketing communications to make your messages more targeted           these offers. Compare this figure        a subscriber using in-store
and personalized for each of your customers. In the process of         to non-offer ticket totals. How          signage versus a newspaper ad
your campaigns, you can also test which individual elements of         does it stack up? Sometimes a            versus QSR codes on product
a communication work better by using A/B testing. For instance,        small discount on an item can            packaging, for instance. And
you can test the relative strengths of two email subject lines by      be the nudge to drive store              by looking at redemptions, the
sending each version to a portion of a target audience with separate   traffic and additional purchases.        average number of digital offer-
redemption codes and tracking which gets the best results. You can                                              based visits each month, and
do the same for different channels by attaching a different code to    Over time, you will also get a           your subscribers’ average ticket
each campaign element to learn whether your email, social or SMS       sense of how much it costs you           total, you can also start to put
communications were most effective in spurring responses. And you      to acquire a subscriber. For             together the average monthly
can see whether different segments of your audience respond better     example, if you run a billboard          value of a subscriber.
to certain approaches. For example, you may find that social coupons   advertisement for $10,000
are more effective with younger customers and that email works
better with your older customers.




                                    38                                                                     39
Monitor the conversation.
While tracking your campaigns is integral, it’s also essential to have
                                                                                    4
a big-picture understanding of how people are talking about your
business or brand. Whether your goal is to collect all of your praise


                                                                         The presentation
or to support customers having issues, you can use your cross-
channel platform to track sentiment and recent messages. You can
also scan popular content filters and easily categorize content so
that you can act quickly to resolve problems related to conversations    Delighting Your Customers
about your brand on social media.




                                  40
Transitioning to a cross-channel          A cross-channel approach
approach takes time, effort and           helps you efficiently collect
determination. And if you’re not          and act upon extensive
there yet, you can take comfort           customer insight. It enables
in the fact that you’re not alone.        you to more effectively manage
According to one Aberdeen                 your marketing resources
                                          and better understand where
                                                                                                   About Signal
study, just 54 percent of best-
in-class companies do business-           you’re money’s working and
actionable analysis of mobile             where it isn’t. It crashes down          Signal develops and provides marketing solutions
marketing campaign results and            the silos that separate your         designed to help companies acquire, retain and develop
over 60 percent of the best-in-           digital marketing channels           customer relationships via mobile, social, web and email.
class aren’t yet using customer           and gives you the ability             The company’s easy-to-use software-as-a-service cross-
behavior information to target            to truly create a coherent,
                                                                               channel campaign management platform (Signal) enables
and segment their messaging               streamlined and consistent
                                                                                  marketers to rapidly develop, execute, and analyze
through the mobile channel.               brand presence across channels.
                                          Most importantly, it allows          campaigns using multiple channels, all feeding a common
But it’s also clear that times are        you to communicate with your         customer database embracing the concept of a universal
changing — and that those who             customers in a more targeted,         profile. Used by many leading brands, retailers, online
don’t change with them will be            more personal way. In a world        services, agencies, and broadcast media, Signal processes
left behind. A 2011 McKinsey              where mass marketing is losing
global survey of marketers                                                          millions of customer interactions each month.
                                          its effectiveness, cross-channel
found that the most important             marketing gives you the ability
digital-related challenge for             to engage customers on their
marketers and business leaders                                                                     www.signalhq.com
                                          terms with the content and
is that “the ability to generate          offers they want. It’s the “secret
and leverage deep customer                sauce” that keeps them coming                           hello@signalhq.com
insights is becoming a necessity          back for more.
to compete effectively.”
                                                                                                     877–450–0075




                                     42                                                                   43

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Your Secret Sauce: Mixing Mobile, Social and Email Marketing

  • 1. Your Secret Sauce Mixing Mobile, Social and Email Successfully Signal 1
  • 2. How often do the following statements cross You are no doubt devoting an for determining how to create a your mind when you think about what it’s like increasing proportion of your comprehensive picture of your focus—and your budget—to customers using data about to be successful marketer today? digital marketing. But your them that is fragmented across business, as many do, may various databases, surveys and be struggling with how to social media. These challenges “It’s difficult to know my customers well enough integrate channels such as certainly make it difficult to since I don’t have one place where I can view email, social media and SMS determine true ROI of your my data on them (like purchase behavior, social in a coordinated way with your digital efforts. media conversations and demographics) and my other marketing efforts. Ditto marketing efforts (like email, mobile and social media campaigns) together.” “It’s much harder than it should be for me to have Finally, you’re probably tired of hearing buzz phrases meaningful conversations with customers and to like “cross-channel marketing,” “conversational marketing give them only the content that’s relevant to them.” platforms” and “marketing automation.” These terms do point to useful strategies and tools to help achieve them, “There’s a lot of talk about ‘cross-channel marketing,’ but frequently the “how” is far too vague. but I still really don’t know how that’s any different than what I’m doing already.” If you’ve had these thoughts, consider yourself among the majority.
  • 3. Index Our goal is to change that. social media marketing into In the following pages, the your marketing mix in a way buzzwords will be demystified that gives customers what they and you’ll learn strategies want, when they want it. You’ll and tactics for improving see how some of the nation’s 1 performance of your marketing most successful businesses campaigns by building your have cultivated and grown a The Recipe customer knowledge and base of passionate customers Demystifying the Buzzwords into a translating those insights into using a strategy based on Simple Framework for Marketing Success the type of communications listening, empathy and targeted, your customers will be delighted personalized communications to receive. You’ll learn how designed to inspire loyalty and 2 to weave email, mobile and repeat business. The Ingredients Turning Data Into Integrated Email, Mobile and Social Campaigns Most importantly, we promise all the “highlighter-worthy” data and tips you can handle. Whether it be convincing your boss to support 3 a key initiative, or simply tweaking the timing of your Facebook posts to maximize comments and likes, you will walk away from this The Taste Test paper with at least one actionable insight that will make you more Measuring Your Results successful today. Let’s dig in. 4 The Presentation Delighting Your Customers
  • 4. 1 The Recipe Demystifying the Buzzwords Into a Simple Framework for Marketing Success “Cross-channel marketing” and “cross-channel campaign management” are often thrown around so vaguely that they may appear to be no more than meaningless jargon. But, when used correctly, these terms refer to critical and very real strategies that are important to understand. 7
  • 5. They can be broken down into the following concepts: Throughout this piece, we will discuss each of these concepts and give you tips for executing them successfully. But first it might be worth discussing why marketing across the full array of digital • Using multiple marketing media to communicate with your channels is so important. customers. Most commonly, the media people are referring The reality is that some businesses still are not active in all of these to are email marketing, mobile marketing (in particular text message marketing) and social media. channels, or may only have a minimal footprint through a basic website, a rarely updated Facebook page, or a minimal or nonexistent • Using all of your customer data to determine the media, timing SMS marketing plan. But the same can’t be said for their customers. and content you should use to reach specific customer segments To truly reach your customers most effectively, you need to reach and individual customers most effectively. them with the content they want over the channels they prefer. And there’s no escaping the fact that consumers today want to—and do— • Adding insights about how customers respond to you communicate with brands through multiple channels. These include marketing to your database. This will allow you to continuously email, website, Twitter, Facebook and SMS as well as traditional improve the relevancy and effectiveness of your campaigns. face-to-face and voice interactions. And each and every one of these interactions contributes to their overall view of the brand. • Building your base of subscribers and social fans/followers. This can mean using media together to move customers For this reason, it’s important that marketers not only be active and up the commitment ladder (e.g., asking Twitter followers to effective in each of these channels, but also that they coordinate join your email newsletter list). Or it can mean using multiple their communications across them. Otherwise, customers may be hit media to increase the reach and effectiveness of promotions with inconsistent, conflicting messaging that lessens their confidence or offers designed to generate lots of interest (e.g., running a sweepstakes that people can enter via text message, web form, in the brand—and in its ability to meet their needs. Facebook page or tweet). This may jive with your current experiences and beliefs, or perhaps you’re not yet convinced that consumers care about • Accomplishing all of the above from a single platform or interacting with your brand on social networks or their mobile product that places all your customer data and campaign phone. We’ve got news for you: consumer expectations about information together at your fingertips to save time and money transparency, responsiveness and empathy have changed. And and increase effectiveness. the digital media that have emerged are critical both to fueling and fulfilling these new expectations. 8 9
  • 6. Need proof? A 2012 Aberdeen study found A 2012 study by American Express found of top-performing retail companies expanded their use 75% Social media-savvy consumers spend more when they 3x of digital channels; get good customer service than the general population, tell three times as many people about their positive 52% of lower-performing companies expanded. experiences, and are more likely to ditch companies when they don’t get good service. A 2010 Accenture survey found 79% of smartphone users would like to download money-off coupons to their phones; Another consumer survey found of consumers have a more positive impression of 57% companies they receive email from; 73% would like to receive instant money-off coupons as they pass by an item in a store. 50% are more likely to buy—online or offline—from companies that send them email. A 2012 survey found Half of American consumers are open to receiving mobile offers, and a greater proportion would prefer to receive offers on their phone via text messaging over email, Once you’ve been convinced entered what many refer to as mobile applications or voicemail. to take the initial step of being the era of “Big Data.” A 2011 present and active across all the study by the McKinsey Global channels where your customers Institute projects that the total A 2010 Yankee Group study found live, you still need to find out amount of data being generated of consumers want to interact with businesses using social more about them so you can will grow by 40 percent each 70% media; reach them with more targeted, year. The same study estimates personalized messaging. that retailers harnessing this -1/3 but less than one-third of companies have the strategies, policies, and processes in place to meet that demand. data fully could increase their Thankfully, there aren’t many operating margins by 60 percent. marketers lacking for data these days. In fact, we have already 10 11
  • 7. For marketers, the problem isn’t the amount of A 2011 eConsultancy survey Humans seek novelty and will indicated that more than half open their gates to many initial data available, but instead finding a way to harvest of marketers store the data brand conversations, but they it in one place to make effective use of it in your they gather their multi-channel are also pattern-recognizing marketing efforts. How many of the following types marketing efforts in in separate, machines. Your initial marketing of data look familiar to you? siloed locations. strategy will work quite well as your customers open their While the term may not make hearts for the first time, but Lead source data Social media brand mentions this clear, the fundamental afterwards, they will learn to and sentiment premise behind “cross-channel Purchase/transaction history filter your marketing efforts out marketing” is the ability to unify unless they remain consistently Customer conversations with Survey data all this data to directly inform unique, useful and engaging. you over social media or all of your digital marketing, customer support touch points Loyalty program and coupon regardless of medium. While companies understand redemption history Marketing campaign history the value and cost-effectiveness But accumulating and unifying of engaging with customers (e.g., campaigns received, open this data alone is not enough. more directly through digital rate and click rate) Too often, digital or direct channels, too often they are marketing is read as “sending reaching their customers in communications to people who disjointed and repetitive ways. should be interested in them.” When brands don’t differentiate While that’s a start, you must content by channel, respect How many different databases, also consider how to get people a customer’s preference, or interested in listening to you to reports and tools do the data points produce new and useful content, begin with. And after you’ve got messaging fails. In a world you routinely work with live in? them listening, you need to keep where people receive as many If you’re like most marketers, finding new ways to provide as 5,000 ad messages a day, novel and wonderful content each communication must be the answer is too many. that reinforces why they chose channel-appropriate, thoughtful to listen in the first place. and engaging. 12 13
  • 8. The world’s best brands These companies have recognize this and are discovered the very sticky 2 starting to move beyond “secret sauce” that delights the multichannel “blast” customers: messages that approach. Using digital are targeted, personal and marketing tools such as Signal, they can tie these relevant to each customer’s individual preferences. Instead The ingredients marketing channels together of creating the customer and evolve from multichannel distaste that can result from a Turning Data Into to cross-channel marketing. steady diet of uncoordinated, Integrated Email , Mobile Instead of uncoordinated, untargeted campaigns, these and Social Campaigns siloed communications for communications create a each individual channel, competitive advantage and companies have the power whet customers’ appetites for to originate their email, SMS repeat business. and social media marketing communications from a single platform. They can develop a universal profile of each customer across every channel to learn which messages and communication media each individual customer prefers. And they can see how customer responses to different messages and tactics change over time. Once this is achieved, they can keep these customers engaged over the long term by giving them what they most desire. 14
  • 9. Build a single database One Aberdeen Group study found that 47 percent of best-in-class companies integrate customer data across all marketing channels, A critical component of getting to determine what’s most versus 22 percent of average companies and 19 percent of laggards. the most ROI out of marketing effective. Moving to a cross- The same study found that companies that integrate data captured initiatives is to know what’s channel approach enables across all marketing channels achieve a 41 percent better company working and what isn’t. you to simplify campaign gross margin than those that don’t. rollout across all media and But according to Forrester to automatically collect data research, about 87 percent of from every campaign in one marketers and 85 percent of place. It allows you to establish agencies misattribute credit: a consistent workflow across They either attribute all credit channels to minimize the to the last touch point or have complexity of scheduling and no way of attributing the credit sending messages, and to 50% 47% in a meaningful manner. implement a reliable approval Using digital marketing tools process from headquarters 40% such as Signal, you can manage, for all digital communications. monitor and measure all of your At the customer level, it helps 30% customer relationships from you learn more about your 22% a single source. You can also 19% customers so that you can reach 20% create and track unique offers them more effectively. for each channel interaction 10% Best-in-Class Average Laggards 16 17
  • 10. Even those companies that Ultimately, you’ll want to import Create communications that are don’t currently integrate their all of your customer data into more relevant and personalized marketing data realize the your digital marketing platform. importance of doing so. A This should include all of your 2011 IBM survey of nearly 300 internal customer database data, Right now, according to a 2011 McKinsey survey, 38 percent of marketers found that nearly which may contain information marketers say their companies have basic demographic information 90 percent of respondents like purchase history or loyalty on each customer, while only 18 percent say their customer data expressed interest in an program participation, your includes detailed information such as interests or attitudes. integrated marketing suite, website or mobile apps, and Respondents also reported that marketing decisions were most as the industry’s need for any CRM products you use likely to rely on internal sales data that has long been available to technology grows and adoption to manage customer loyalty marketing departments. matures. By connecting with programs or offline marketing your customers through efforts. If you have such an Marketing fails when companies ignore the expectations of their social media, email, and SMS internal customer database, or customers and take these customer relationships for granted by using one source—instead of a CRM marketing tool, be sure sending them too many untargeted messages. And today, many maintaining separate, siloed to set up data syncing between marketers are not only sending messages that aren’t targeted, they’re lists—you will eventually be these tools and your cross- throwing money away on messages that never even reach their able to develop a universal channel marketing platform to intended audiences. profile of each customer across ensure that you have consistent, all digital channels. Using your up-to-the-minute data and According to a Forrester study, marketers will waste cross-channel platform, you can coordinated marketing activities. nearly $144 million in 2014 on marketing messages that also connect this information to never even get delivered. your point-of-sale and loyalty marketing data to get a complete Signal gives you the tools to more effectively gather insights about view of your customers’ your customers from all of your customer touch points that you can preferences and behaviors. then use to create more highly targeted and personalized messaging, while also flagging bad email addresses and mobile numbers for elimination from your lists. 18 19
  • 11. FRI One simple way to start personalizing your messaging is to transform Timing is another important aspect of your communications. your customer data into segments, which can be done in many Examples would be setting up automatic communications to go to ways. For instance, you can segment by geography to increase your customers on milestones that matter to them, such as their the relevance of your offers, instead of sending your San Diego birthdays, or on shared milestones such as the anniversary of the customers deals on winter coats. Or by store location, so your date they joined your subscription list. You can also time your customers get deals appropriate to the local store they shop at. You messages to create the greatest return for your business, such as can even segment by store attribute (e.g., stores with a pharmacy offering enticing deals during low-traffic periods. And you can attached) to further increase the relevance of your communications. ensure that your email and SMS messages speak to your customers in a more personalized way by using dynamic data tags to address them by first name, their address, or any number of other attributes you select. Mining your purchase data, you can also segment by the kinds of products purchased to let customers know about the new edition of a product they bought, or about a product recall. Or you can segment by price of items purchased, so that you hit high spenders and budget shoppers with the right kinds of deals to maximize conversions. Another way to segment is by deal interests, so you’re not annoying gadget lovers with ads for jewelry. You can also segment by customer demographics, such as age attributes, to ensure you strike the right tone in your messages to distinct customer groups, instead of trying to talk to college kids and over-60 customers in the same way. 20 21
  • 12. Reach customers across the email, Attract new audiences through social media. mobile and social channels Social media is the fastest- both Facebook and Twitter are growing channel and allows also undeniably scattershot as According to a 2011 Edison Research study, more than 51 percent you to reach an incredibly high marketing tools. It’s difficult to of Americans ages 12 and up have Facebook accounts, up from just volume of people. Facebook segment and personalize your 8 percent in 2008. And a 2011 Pew Internet survey found that 70 is on track to have more than communications effectively percent of Americans are on email, while another found that 83 a billion users and Twitter is using either, and it’s also likely percent of Americans own cell phones and 73 percent of cell phone expected to have over 250 that even your most dedicated owners send and receive text messages. Since your best customers million active users by the end fans and followers will not read are likely active on all three channels, it’s important that you of 2012. Facebook and Twitter many of your messages. understand their communication preferences across them all to truly are great ways for marketers to reach your individual customers most effectively. The chronological layout of reach new audiences and have authentic two-way interactions Twitter timelines, coupled with with consumers. Social the sheer volume of tweets media is also a great tool for many users receive, make it facilitating conversations with almost inevitable that your customers and for customer followers will miss some of 51% have a Facebook account your tweets. And Facebook’s service, and because of its sharing capabilities that EdgeRank algorithm can increase the chances of your prevent your posts from messages going viral. appearing in your fans’ News 70% are on email Feeds at all if you’re not creating Getting someone to become content that’s consistently your fan or follower is also a interesting to them. relatively low commitment 83% own a cell phone for consumers compared to These facts make a good case 73% send and receive texts getting them to join your email for the need to write compelling or SMS lists, so it’s a great way social media content. They to connect with new potential also underscore the value in customers. Unfortunately, converting your social followers 22 23
  • 13. into SMS and email marketing then offering them deals they Build stronger connections through your subscription lists. subscribers. As people with a appreciate, you can help them genuine, expressed interest in see the value in joining your While attracting fans and followers can gain you access to a wider your products and services, your lists. array of customers, your email and SMS lists hold the key to building fans and followers are the perfect deeper connections with them through greater personalization and targets for these efforts. And by To get them on your lists, invite segmentation of your communications. recruiting fans and followers to your Facebook fans or Twitter followers to text for a special Social media is unparalleled for social interactions, but email is more your email and SMS lists, you offer. Ask that they join your accepted as a transactional tool and is a place where people expect can forge deeper relationships SMS or email list in return to receive business messages. It is the “tried and true” digital channel with them by offering them while emphasizing their ability that businesses are most experienced with and use most. Compared more personalized and targeted to unsubscribe at any time. to SMS and social marketing, it offers marketers opportunities to content than you ever could Run social promotions and ask be more visual, content-rich, and nurturing. Its lack of character through social media alone. entrants to opt in to your email limitations make it a low-cost way to deliver persuasive, more in- To accelerate your email and or SMS list as the price of entry. depth appeals. And since opting in to your email list requires more SMS subscription lists using And reach new audiences using of a conscious decision than clicking “like” or “follow,” you can feel social media, first focus on referral bonuses that ask all confident that you are reaching people who want to receive your attracting more fans and new subscribers to refer their marketing content. followers. Publicize your friends to also join, right from Email has another advantage over social media in its potential for greater presence on Facebook and the confirmation page they get bulk segmentation and personalization of communication. It additionally Twitter in your stores, on after signing up using your Web offers sophisticated tracking potential when compared to social media, your website, and in your ads. form. Give each friend an offer where you can’t currently track who your message was delivered to, who Facebook ads are another or coupon for joining, and give read it or who clicked on your links. cost-effective way to get more the referrer a special offer of fans. Entice people to join by even greater value if they refer a SMS (text) marketing does not allow for the in-depth content possible offering fans and followers specified number of friends. over email or the web, but it offers simplicity, along with something exclusive content they won’t find no other medium can: an unparalleled way to reach your most anywhere else, and emphasize dedicated customers anywhere, in real time. Eighty-three percent of giveaways and discounts. By texts are read within one hour, and mobile has three to five times the acquiring social followers and reported clickthrough rate of other media. This immediacy makes SMS the best medium for real-time offers and alerts. 24 25
  • 14. Schedule your content in advance across channels. start. One analysis found that communication frequencies for Facebook pages updating with each channel, and that you’re not As you build universal profiles Twitter has the highest activity this frequency had the most bombarding your subscribers of your customers by connecting at lunch and at 6 p.m. likes. Twitter accounts tend to with too much content overall. with them over social media and benefit from even more regular You can also save time and opting them in to your email When creating your digital updates. Try tweeting at least coordinate the approvals of your and SMS subscriber lists, you communications plan, you once a day to start, and consider messaging more efficiently, and will be able to undertake a more should also take message posting more often. And don’t also more easily test which times integrated approach in planning frequency into account. be afraid to repeat tweets, of day and days of the week are your communications. In doing To prevent people from since Twitter dashboards are most effective in reaching your so, you will learn that each unsubscribing to your SMS list, chronological and your followers customers across these media. medium demands a different you should reserve some of your are likely to see only your most While we’ve provided some approach in terms of messaging most compelling and timely recent posts. basic guidelines for timing and and optimal timing. offers for your text subscribers frequency, you may find that and start out with one text a By scheduling your content in different approaches work best in For instance, email open week or less. Restraint is also advance, you can make sure the execution of your campaigns. and click rates are highest in a plus when it comes to email: that you’re selecting the right the early morning, and also according to one study, the attractive in the mid-afternoon optimal frequency is one to four Communications Timing and early evening. Mobile emails a month. High-use rates for each medium marketing’s immediacy and timeliness make it a great choice In contrast, Facebook requires more frequent content, since Email Mobile Facebook Twitter for midday communications, when email open rates are the site’s algorithm determines lowest. And when posting social whether your fans are clicking media messages, it’s worth on your posts regularly and considering that Facebook’s removes you from their News high activity periods include Feeds if they don’t — even lunch, early morning, late though they “like” you. Consider evening, and weekends, and that posting every other day to 6 A.M. Noon 6 P.M. 26 27
  • 15. Give people a reason to stay engaged. additional coupons will be sent to participants. And you can export coupon codes from your point-of-sale system to track redemption Once you’ve got subscribers, fans and followers, retaining them is as rates. You can even choose to create public coupons that your important as attracting new ones. And the key to both acquiring and subscribers can share with their friends across channels. retaining your digital subscribers is to offer them added value that they won’t get anywhere else in the form of exclusive news and offers. Whatever strategy you choose, be sure to mix it up and test different Here are a few ways our customers have done this successfully. options. A couponing strategy is only successful if the coupons are being redeemed, and certain customers may redeem one type of offer more than another. Appeal to their wallets Coupons are a great way to get people to join your lists and to keep people engaged after they’ve become subscribers. To encourage Declare a winner subscriptions, use your cross-channel platform to add a web form In our experience, digital sweepstakes are one of the most effective as a tab on your Facebook account, or send a tweet with a link to ways to draw people into your brand. For example, Memphis your form on Twitter. Offering incentives for opting in by filling out Car Audio worked with DDC Marketing to develop an integrated the form is a good way to spur your lists’ growth. The fast-food chain sweepstakes campaign tied the release of the movie Fast Five, with Culver’s, for instance, offers new subscribers a free value meal for a trip for two to the movie’s Brazil premiere as the grand prize. The joining its eClub on Facebook and a free scoop of frozen custard for sweepstakes was promoted on multiple channels, including the web joining its Text Club. and Facebook, and people could enter via mobile, web, or Facebook. DDC Marketing used the Signal platform to develop, launch, Another approach is to get people to text in to receive a coupon and manage the sweepstakes across the mobile, social, and web or offer. Ask your Facebook fans or Twitter followers to text to join channels. By running the sweepstakes and adding entrants to their your SMS or email list in return for a special offer. The movie and email list as the price of entry, the company successfully reinforced game rental company Redbox has had success doing this by offering its brand, drove in-store traffic, and added more than 93,000 customers a free rental in return for joining its email list. Using your subscribers to its email list. cross-channel platform, you can create plain text or web-based coupons for insertion in SMS, email or social messages, and track how many coupons were delivered through each marketing channel. You can also make these coupons finite in number so when your campaign has sent the total number of coupons in the group, no 28 29
  • 16. Get them in the game Provide updates, news and exclusive content. Engaging people through polls, trivia and fun surveys can be a good Another way to keep your subscribers engaged is by giving them the way to keep people interested. They can also help you grow your key information they want. Let them know about the opening of new subscriber, fan and follower base. Whether it be a prize, coupon or stores near them, about changes to the hours of the store they shop simply the fun of sharing their opinion or trivia knowledge, people in, and about new products they might be interested in. Also be sure get value out of participating in promotions. Given that, what better to offer them exclusive content they won’t find anywhere else, with way to give people a compelling reason to opt-in to your list or “like” an emphasis on special deals and offers. One study found that 37 you on Facebook than to run a promotion? “Give, then get” is the percent of Facebook users “like” fan pages just to receive coupons foundation of all great marketing. and deals. Reward your email and SMS subscribers with even more appealing offers than you give your social followers for joining and These promotions can also help you grow your database of customer remaining on your lists. insights. You can learn about your customers through the actual poll answers and survey responses they give as well as by seeing what prizes motivate them, what kinds of trivia they know, and what coupons they respond to. The data from every promotion you run is saved with that person’s profile in your Signal database. Armed with this data, you can create more meaningful customer segments to better target your emails, texts and social posts. Liked that coupon? Here’s another just like it. Picked pizza in that last poll? Did you NEW know we just added pizzas to our menu? Sorry you didn’t win that holiday sweater shopping spree, but we’re having a sale on them now — you should check it out. 30 31
  • 17. 3 The taste test Measuring Your Results Once you’ve gotten your cross-channel marketing plan underway, it’s integral that you measure its effectiveness. You should do this both by taking a big-picture view of your list growth and by analyzing the detailed results of your individual campaigns. 33
  • 18. Evaluate the growth of your database. It’s critical to retain subscribers how successful you’ve been in and maintain valuable touch retaining subscribers over the To analyze the success of your cross-channel marketing, first take a points with your guests. To long term. look at the growth of your number of social fans and followers as well ensure subscriber retention, as the growth of your email and SMS subscriber lists. While the size or “stickiness,” your calls to Another metric to consider is the of your lists is important, so is their net growth. If your lists aren’t action when asking for the depth of customer insight you growing over a period of time, it means you’re not doing enough to initial subscription should have gathered for your individual promote your lists and their value. clearly and honestly state the subscribers. Have you succeeded content people will receive in developing a universal Every opt-in or new follower is a win. By reviewing the volume of profile of your subscribers that when they join your list. If permission-based opt-ins over time, you can interpret your success includes their social, email your attrition rate (rate of overall, and on a campaign-by-campaign basis. For example, and SMS touch points? Have people unsubscribing) is over the Signal platform shows how easily you can track which ads or you continued to gain more 10 percent, then you’re doing promotions in an enrollment campaign led to new subscribers, which insights into their demographics, something wrong. is key to determining ROI — and to determining which tactics you communication preferences, should focus on in future campaigns. In addition, you should get product preferences, where they comfortable with doing cohort are in the customer life cycle, analyses to help track stickiness. and the types of offers they Simply put, cohort analysis respond to? It is this information means dividing your subscribers that will enable you to better into groups to better profile your personalize your offers and build list. For example, by dividing customer loyalty. your list into groups based on length of subscriptions, you can see if most of your customers have been subscribers for one to three months, three to six months, six to nine months, or up to a year or more. This serves as a useful indicator of 34 35
  • 19. Analyze the performance of your campaigns Using the analytics capabilities of your cross-channel platform, SMS you can diagnose how each of your campaigns performed For SMS marketing, the key benchmarks to consider are delivery by comparing the results to past campaigns and to overall rate, click rate and unsubscribe rate. Open rate is not as much of an benchmarks for each digital medium. issue given that recipients have little choice but to see their messages upon receipt. Instead, click rate is a critical gauge of whether your offers are working. A recent Signal review of large-scale messaging campaigns found an average click rate of 6.16 percent for texts containing a URL. You must also carefully monitor your unsubscribe rate, since consumers have little patience for receiving content that is not of value to them over SMS. A high unsubscribe rate is a clear indication that you need to enhance your SMS offers. Email The key benchmarks to consider for emails are delivery rate, open Social rate, click rate and unsubscribe rate. Recent industry averages for For social media campaigns, click rate is important, just as it is with North America are delivery rates of 96.3 percent, open rates of SMS and email. But it differs in that its other key metric is engagement. 24.8 percent and click rates of 5.2 percent. Your delivery rate is a And to truly judge the effectiveness of the social content you create, reflection of the accuracy of your email list. If your open rate is poor, you have to look at all of the different actions people take with it, you might try to tweak your subject line. If people are opening your from retweets to likes to forwards to comments. Your cross-channel emails but not redeeming your offers, it means you might need to platform allows you to get a consolidated view of your social fans and rethink your offer strategy. And if your unsubscribe rate is high, you followers and their activities in one place. You can see trending stats know that you’re not offering compelling enough content to keep your for fans, likes, comments and wall posts on Facebook. You can view subscribers interested — so you might want to continue experimenting trends for followers gained and lost, mentions, messages and retweets and to also include a greater proportion of your most successful offer on Twitter. And you can—and should—also track the performance of tactics in your communication mix. individual campaigns by creating unique coupon codes for your social campaigns and by creating distinct URLs for each campaign to track the source of your clickthroughs. 36 37
  • 20. Determine which channels yield the best results When it comes to coupons, containing a call to action to get redemption rate is the true people to join your SMS list, and metric of how compelling are told you would get 500,000 your offers are. If people are impressions, that’s roughly $.02 opening but not redeeming per impression. If 10 percent vs vs them, it’s a sign that you need of people opt in, you’ve paid to rethink your offer strategy. $10,000 for 50,000 subscribers, If a third or more of your offers or roughly $.20 for each By measuring the results of your campaign initiatives in the email, sent are being redeemed, converted subscriber. Figures SMS and social channels, you can learn which content works best you’re doing something right. like these should go into your on each channel for each person. You’ll be able to see what kinds By subsequently looking at projections and calculations of deals each likes, and whether they respond more favorably to an ticket totals when a purchase to help you understand if your afternoon tweet, an early-morning email, or a midday text. is made with a marketing offer program and its elements redeemed, you can start to see if are profitable. You can learn Using this information, you will be able to continually improve your you are getting true ROI out of how much it cost you to add marketing communications to make your messages more targeted these offers. Compare this figure a subscriber using in-store and personalized for each of your customers. In the process of to non-offer ticket totals. How signage versus a newspaper ad your campaigns, you can also test which individual elements of does it stack up? Sometimes a versus QSR codes on product a communication work better by using A/B testing. For instance, small discount on an item can packaging, for instance. And you can test the relative strengths of two email subject lines by be the nudge to drive store by looking at redemptions, the sending each version to a portion of a target audience with separate traffic and additional purchases. average number of digital offer- redemption codes and tracking which gets the best results. You can based visits each month, and do the same for different channels by attaching a different code to Over time, you will also get a your subscribers’ average ticket each campaign element to learn whether your email, social or SMS sense of how much it costs you total, you can also start to put communications were most effective in spurring responses. And you to acquire a subscriber. For together the average monthly can see whether different segments of your audience respond better example, if you run a billboard value of a subscriber. to certain approaches. For example, you may find that social coupons advertisement for $10,000 are more effective with younger customers and that email works better with your older customers. 38 39
  • 21. Monitor the conversation. While tracking your campaigns is integral, it’s also essential to have 4 a big-picture understanding of how people are talking about your business or brand. Whether your goal is to collect all of your praise The presentation or to support customers having issues, you can use your cross- channel platform to track sentiment and recent messages. You can also scan popular content filters and easily categorize content so that you can act quickly to resolve problems related to conversations Delighting Your Customers about your brand on social media. 40
  • 22. Transitioning to a cross-channel A cross-channel approach approach takes time, effort and helps you efficiently collect determination. And if you’re not and act upon extensive there yet, you can take comfort customer insight. It enables in the fact that you’re not alone. you to more effectively manage According to one Aberdeen your marketing resources and better understand where About Signal study, just 54 percent of best- in-class companies do business- you’re money’s working and actionable analysis of mobile where it isn’t. It crashes down Signal develops and provides marketing solutions marketing campaign results and the silos that separate your designed to help companies acquire, retain and develop over 60 percent of the best-in- digital marketing channels customer relationships via mobile, social, web and email. class aren’t yet using customer and gives you the ability The company’s easy-to-use software-as-a-service cross- behavior information to target to truly create a coherent, channel campaign management platform (Signal) enables and segment their messaging streamlined and consistent marketers to rapidly develop, execute, and analyze through the mobile channel. brand presence across channels. Most importantly, it allows campaigns using multiple channels, all feeding a common But it’s also clear that times are you to communicate with your customer database embracing the concept of a universal changing — and that those who customers in a more targeted, profile. Used by many leading brands, retailers, online don’t change with them will be more personal way. In a world services, agencies, and broadcast media, Signal processes left behind. A 2011 McKinsey where mass marketing is losing global survey of marketers millions of customer interactions each month. its effectiveness, cross-channel found that the most important marketing gives you the ability digital-related challenge for to engage customers on their marketers and business leaders www.signalhq.com terms with the content and is that “the ability to generate offers they want. It’s the “secret and leverage deep customer sauce” that keeps them coming hello@signalhq.com insights is becoming a necessity back for more. to compete effectively.” 877–450–0075 42 43