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Creating Exceptional
  Email Marketing
    Messages:
       Part 2
HTML Design Best Practices
• Think “in the box” when designing email
    • Minimize number of screens and scrolling
• Intersperse images and text throughout
• Place the offer above the “fold”
    • Ideally, in the subject line as well as body copy of message
    • Remember the eye travels from left to right
    • Link early and often
• Use animation minimally and strategically
    • Animated gifs add uniqueness to your message, draw attention to calls
      to action
• Make images and logos links
    • If including a company logo in the message, standard practice is to
      make it link to the company (or brand)’s homepage
• Consider designing on a grid for scalability
Example

• “Hooky” (!) headline

• Excellent use of images and
  balance of text/images

• Main idea plus “legs”

• Good balance of text to
  images

• Great consistency from
  subject line to headline to
  call to action
Optimizing HTML Email for Visibility
• Encourage subscribers to whitelist you
• Keep “view as Web page/mobile” links in pre-header
• Balance images and copy
• Add ALT-tags to images
   » These tags allow the designer to insert descriptive copy or links
     that viewers can read in place of blocked images
• Keep ALT-tag copy short and specific
    • Less than 10 words is good, less than 5 best
    • Include your call to action or description of image
• Include “bullet proof buttons” – HTML code the graphic vs.
  inserting a link to image
• Test all URLs and links to ensure they work and display
“Bullet Proof” Elements Survive
• Universal Orlando
  Resort email with
  images off

• Color, font,
  background and
  shape hard-coded
  into HTML survives
  image suppression
Benefit of Balancing Text & Images
• Much more of
  your content
  survives and
  can be acted
  upon
Sephora Design – Images On

• Upper left corner
  optimized for
  visibility in preview
  panes
Sephora Design – Images Off
• Even if images
  don’t render
  key links and
  topics survive


• Still optimized
  for visibility in
  preview mode
Ulta Beauty – Images On
• Some preview pane
  optimization, but
  main links for top
  two offers are
  “below the fold”
Ulta Beauty – Images Off
• Prime position (upper
  left hand corner) has
  no link


• But, free shipping offer
  and link survives image
  suppression
Do Users Activate Images in Email?

• Consumers more likely
  to activate images in
  email from companies
  they regularly do
  business with, granted
  permission to, or know
  and trust
Top HTML Email Design Resources
• High Impact Designer by TemplateZone
   • Hundreds of pre-designed, customizable email, landing page, and
     social media page templates for one low price
   • Free trial at www.highimpactdesigner.com

• Email Layouts.com
   • Downloadable email newsletter layouts created by a pro designer


• Campaign Monitor – www.campaignmonitor.com/gallery
   • Email marketing software for designers
   • Phenomenal blog answers many HTML design questions specific to
     email
Graphic Design Key Takeaways
• Think “architecture” vs. “art”
   – Remember message building blocks
   – Design body of message as a mosaic, not a canvas
• Know where response hotspots are and use them to your advantag
   – Upper left? Upper right? Pre-header?
   – Put color, icons here
• Utilize graphic design to group and organize content into visually
  scan-able chunks
• Optimize for visibility if images don’t render (balance)
• Use graphics to enhance response vs. detract from it
   – Images should show what your copy “tells”
• The confused eye doesn’t buy!
#5: Content

         Old New Rule
Static; Generic or broadly segmented

        NEW New Rule
Dynamic and contextually-targeted
Content from Two Perspectives

                  • Should be a mix of promotional,
Overall program     informational, transactional over time
   content        • Balance broadcast, segmented, triggered
                  • Frequency, sequencing, cadence



                  • Balance of text and images
                  • Different templates for different types of
  Individual        messages
message content   • Dynamic, temporally relevant
                  • Mix of static and rich media
Three Flavors of Email




   Broadcast                Segmented                 Triggered
   • Announcement,          • Targeted based on       • Customized to an
     newsletter, etc.         specific subscriber       individual based
                              groupings                 on actions or
   • Entire list receives   • Customized by or          timing
     the same message         sent only to specific
                              segments of the         • Re-active vs. pro-
                              total                     active



| 16
Customer Email Program Example
• Hewlett Packard monthly
  newsletter
  – HP Newsgram sent to all
    registered customers
  – Clearly-displayed issue month
    and table of contents
  – Value-added:
      o   Free projects
      o   Interactivity, video
      o   HP Daily Surprise
      o   Cross-sells HP products too



                                        17
Other Message Types
• HP deploys a good
  mix of newsletter,
  sales promotions
  (deals), and holiday
  greeting emails




                                   18
Apply and Align Messaging to the
       Customer Lifecycle
• Each stage of the customer lifecycle naturally lends itself to specific
  email messages
• Use them to shift and direct the dialog


    Pre-conversion         Conversion (All
                                                    Post-Conversion          Relationship-Building
      (Prospects)           Customers)
• Invites to engage    • Thank-you              • Tier-specific messaging   • Bouncebacks
• Email subscribe      • Welcome/onboarding       • By RFM                  • Loyalty program
  welcome/first        • Up-sells/cross-sells   • Surveys                   • Purchase anniversary
  purchase incentive   • News and info          • Renewals/reminders        • Life event (birthday)
• Cart Abandonment     • Demographic-specific   • “Best customer” offers    • Reactivation
• Browse Abandonment     offers                                               campaigns
                         • By gender, age
Mix it Up
• Storyboard your email program
   – Some message frequency and sequencing can be planned, but allow
     for triggered
   – Create a flowchart illustrating message types, timing, frequency



• Don’t be “the friend who only calls when you need something”
   – Although accustomed to heavy promotional message volume from
     retailers, consumers also want conversation, community, news and fun
Compelling Email Content Ideas
• Evolve, supplement or refresh your static HTML or plain text
  email with
   –   Animation
   –   Video
   –   Temporally-relevant campaigns
   –   Dynamic Content

• Movement and multi-media = more clicks

• Time, place and quantity-specific content = greater relevancy
  = more clicks
Animation
• Use minimally
  and strategically

• Movement is eye-
  catching

• Can enable more
  content than
  static images
Video in Email – Two Approaches
• Link to self- or web-hosted
   • Preferred for now due to spam blocking, filtering, image
     rendering and streaming video support issues
• Streaming video into inbox
   • Video or animation streams into the message over an
     open connection to the Internet
   • Requires no plug-ins or media players on subscriber end, works with any ESP
   • Requires HTML5-based message design
   • Current environments supporting video in email:
       •   Windows Live Mail (Hotmail) (H.264)
       •   Apple iPad mail client (H.264)
       •   Blackberry (BOLT 2.1) (OGG Theora)
       •   Apple iPhone mail client (H.264)
       •   Apple Mail 4 (H.264)
       •   Thunderbird (OGG Theora)

• Leading current solution: Liveclicker (www.liveclicker.com)
Self- or Web-Hosted Video
• Video in email tips:
   – Alert them that the
     email contains video
       • Subject line and
         headlines
       • Put video front and
         center
       • Play/pause console
         should be visible
   – Host in your domain or
   – Host on your YouTube
     channel for longer shelf
     life
Streaming Video into Message
• Liveclicker’s Video Email
  Express is integrated
  with several ESPs
   – Generates simple HTML
     code for inclusion in
     email
   – They host and deliver
     video content

• Style Campaign also
  handles video in email
  (sans audio)

                              Example courtesy of StyleCampaign.com
Temporally-Relevant Content
• Beyond seasonality
  and holidays,
  leverage major
  events, news
   – But, tread
     cautiously or know
     your audience
Dynamic Content
• Big and getting bigger
• Content served can be based either on:
   – database-attributes (i.e. gender)
      • Aka “custom publishing” in which you predestine certain content
        for certain users based on database profile attributes
   – real-time response behavior (open on mobile)
      • Use location, time and device to sense what should be served
      • Aka evolutionary optimization
• Not just for email content – can define landing pages
  too
Time-Based Dynamic Content
• Movable Ink’s
  technology allows
  emails like this one
  (to a conference
  attendee)
   – to display live
     counts of people
     attending the event

   – To have an offer
     that changes by the
     date or time


                           Example courtesy of Movable Ink
Other Dynamic Content Approaches
• This retail message
  displays
   – location-specific
     store information
   – Real-time inventory
     updates
   – Time-based offer
     updates




                           Example courtesy of Movable Ink
Content Key Takeaways
• When it comes to your email program, serve a multi-course
  meal, not the same dish over and over again
• Greater message variety = less predictability = higher interest
  and engagement
   – Continuity programs create high trust, so some email should come on
     a regular schedule (newsletter)
   – However the unpredictable gets noticed more
• Static HTML is fine, but with HTML5 video in email is again
  possible
• One size-fits-all is out. Triggered and dynamic content will
  dominate email of the future
Contact Information

• Karen Talavera
    •   Synchronicity Marketing (www.synchronicitymarketing.com)
    •   Email:       karen@synchronicitymarketing.com
    •   Phone:       (561) 967-9665
    •   Facebook: www.facebook.com/SynchronicityMarketing
    •   Twitter:     @SyncMarketing



• Austin Bliss
    •   FreshAddress (www.freshaddress.com)
    •   Email:     austin@freshaddress.com
    •   Phone:     (617) 965-4500
    •   Twitter:   @FreshAddress

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2. Creative: Creating Exceptional Email Marketing Messages: Part 2

  • 1. Creating Exceptional Email Marketing Messages: Part 2
  • 2. HTML Design Best Practices • Think “in the box” when designing email • Minimize number of screens and scrolling • Intersperse images and text throughout • Place the offer above the “fold” • Ideally, in the subject line as well as body copy of message • Remember the eye travels from left to right • Link early and often • Use animation minimally and strategically • Animated gifs add uniqueness to your message, draw attention to calls to action • Make images and logos links • If including a company logo in the message, standard practice is to make it link to the company (or brand)’s homepage • Consider designing on a grid for scalability
  • 3. Example • “Hooky” (!) headline • Excellent use of images and balance of text/images • Main idea plus “legs” • Good balance of text to images • Great consistency from subject line to headline to call to action
  • 4. Optimizing HTML Email for Visibility • Encourage subscribers to whitelist you • Keep “view as Web page/mobile” links in pre-header • Balance images and copy • Add ALT-tags to images » These tags allow the designer to insert descriptive copy or links that viewers can read in place of blocked images • Keep ALT-tag copy short and specific • Less than 10 words is good, less than 5 best • Include your call to action or description of image • Include “bullet proof buttons” – HTML code the graphic vs. inserting a link to image • Test all URLs and links to ensure they work and display
  • 5. “Bullet Proof” Elements Survive • Universal Orlando Resort email with images off • Color, font, background and shape hard-coded into HTML survives image suppression
  • 6. Benefit of Balancing Text & Images • Much more of your content survives and can be acted upon
  • 7. Sephora Design – Images On • Upper left corner optimized for visibility in preview panes
  • 8. Sephora Design – Images Off • Even if images don’t render key links and topics survive • Still optimized for visibility in preview mode
  • 9. Ulta Beauty – Images On • Some preview pane optimization, but main links for top two offers are “below the fold”
  • 10. Ulta Beauty – Images Off • Prime position (upper left hand corner) has no link • But, free shipping offer and link survives image suppression
  • 11. Do Users Activate Images in Email? • Consumers more likely to activate images in email from companies they regularly do business with, granted permission to, or know and trust
  • 12. Top HTML Email Design Resources • High Impact Designer by TemplateZone • Hundreds of pre-designed, customizable email, landing page, and social media page templates for one low price • Free trial at www.highimpactdesigner.com • Email Layouts.com • Downloadable email newsletter layouts created by a pro designer • Campaign Monitor – www.campaignmonitor.com/gallery • Email marketing software for designers • Phenomenal blog answers many HTML design questions specific to email
  • 13. Graphic Design Key Takeaways • Think “architecture” vs. “art” – Remember message building blocks – Design body of message as a mosaic, not a canvas • Know where response hotspots are and use them to your advantag – Upper left? Upper right? Pre-header? – Put color, icons here • Utilize graphic design to group and organize content into visually scan-able chunks • Optimize for visibility if images don’t render (balance) • Use graphics to enhance response vs. detract from it – Images should show what your copy “tells” • The confused eye doesn’t buy!
  • 14. #5: Content Old New Rule Static; Generic or broadly segmented NEW New Rule Dynamic and contextually-targeted
  • 15. Content from Two Perspectives • Should be a mix of promotional, Overall program informational, transactional over time content • Balance broadcast, segmented, triggered • Frequency, sequencing, cadence • Balance of text and images • Different templates for different types of Individual messages message content • Dynamic, temporally relevant • Mix of static and rich media
  • 16. Three Flavors of Email Broadcast Segmented Triggered • Announcement, • Targeted based on • Customized to an newsletter, etc. specific subscriber individual based groupings on actions or • Entire list receives • Customized by or timing the same message sent only to specific segments of the • Re-active vs. pro- total active | 16
  • 17. Customer Email Program Example • Hewlett Packard monthly newsletter – HP Newsgram sent to all registered customers – Clearly-displayed issue month and table of contents – Value-added: o Free projects o Interactivity, video o HP Daily Surprise o Cross-sells HP products too 17
  • 18. Other Message Types • HP deploys a good mix of newsletter, sales promotions (deals), and holiday greeting emails 18
  • 19. Apply and Align Messaging to the Customer Lifecycle • Each stage of the customer lifecycle naturally lends itself to specific email messages • Use them to shift and direct the dialog Pre-conversion Conversion (All Post-Conversion Relationship-Building (Prospects) Customers) • Invites to engage • Thank-you • Tier-specific messaging • Bouncebacks • Email subscribe • Welcome/onboarding • By RFM • Loyalty program welcome/first • Up-sells/cross-sells • Surveys • Purchase anniversary purchase incentive • News and info • Renewals/reminders • Life event (birthday) • Cart Abandonment • Demographic-specific • “Best customer” offers • Reactivation • Browse Abandonment offers campaigns • By gender, age
  • 20. Mix it Up • Storyboard your email program – Some message frequency and sequencing can be planned, but allow for triggered – Create a flowchart illustrating message types, timing, frequency • Don’t be “the friend who only calls when you need something” – Although accustomed to heavy promotional message volume from retailers, consumers also want conversation, community, news and fun
  • 21. Compelling Email Content Ideas • Evolve, supplement or refresh your static HTML or plain text email with – Animation – Video – Temporally-relevant campaigns – Dynamic Content • Movement and multi-media = more clicks • Time, place and quantity-specific content = greater relevancy = more clicks
  • 22. Animation • Use minimally and strategically • Movement is eye- catching • Can enable more content than static images
  • 23. Video in Email – Two Approaches • Link to self- or web-hosted • Preferred for now due to spam blocking, filtering, image rendering and streaming video support issues • Streaming video into inbox • Video or animation streams into the message over an open connection to the Internet • Requires no plug-ins or media players on subscriber end, works with any ESP • Requires HTML5-based message design • Current environments supporting video in email: • Windows Live Mail (Hotmail) (H.264) • Apple iPad mail client (H.264) • Blackberry (BOLT 2.1) (OGG Theora) • Apple iPhone mail client (H.264) • Apple Mail 4 (H.264) • Thunderbird (OGG Theora) • Leading current solution: Liveclicker (www.liveclicker.com)
  • 24. Self- or Web-Hosted Video • Video in email tips: – Alert them that the email contains video • Subject line and headlines • Put video front and center • Play/pause console should be visible – Host in your domain or – Host on your YouTube channel for longer shelf life
  • 25. Streaming Video into Message • Liveclicker’s Video Email Express is integrated with several ESPs – Generates simple HTML code for inclusion in email – They host and deliver video content • Style Campaign also handles video in email (sans audio) Example courtesy of StyleCampaign.com
  • 26. Temporally-Relevant Content • Beyond seasonality and holidays, leverage major events, news – But, tread cautiously or know your audience
  • 27. Dynamic Content • Big and getting bigger • Content served can be based either on: – database-attributes (i.e. gender) • Aka “custom publishing” in which you predestine certain content for certain users based on database profile attributes – real-time response behavior (open on mobile) • Use location, time and device to sense what should be served • Aka evolutionary optimization • Not just for email content – can define landing pages too
  • 28. Time-Based Dynamic Content • Movable Ink’s technology allows emails like this one (to a conference attendee) – to display live counts of people attending the event – To have an offer that changes by the date or time Example courtesy of Movable Ink
  • 29. Other Dynamic Content Approaches • This retail message displays – location-specific store information – Real-time inventory updates – Time-based offer updates Example courtesy of Movable Ink
  • 30. Content Key Takeaways • When it comes to your email program, serve a multi-course meal, not the same dish over and over again • Greater message variety = less predictability = higher interest and engagement – Continuity programs create high trust, so some email should come on a regular schedule (newsletter) – However the unpredictable gets noticed more • Static HTML is fine, but with HTML5 video in email is again possible • One size-fits-all is out. Triggered and dynamic content will dominate email of the future
  • 31. Contact Information • Karen Talavera • Synchronicity Marketing (www.synchronicitymarketing.com) • Email: karen@synchronicitymarketing.com • Phone: (561) 967-9665 • Facebook: www.facebook.com/SynchronicityMarketing • Twitter: @SyncMarketing • Austin Bliss • FreshAddress (www.freshaddress.com) • Email: austin@freshaddress.com • Phone: (617) 965-4500 • Twitter: @FreshAddress

Editor's Notes

  1. After AETV redesigned their emails using alt-tags behind images, multiple instead of a single image, and alt-text, they increased their click-throughs by 41%!- AETV (August 2007)
  2. To begin with, think of all email campaigns as one of two types: either broadcast or triggered. You can usually easily see the difference because broadcast campaigns are the same, or substantially the same, for an entire list while triggered campaigns are specific to an individual action, characteristic, or event. When most marketers begin using email they have a tendency to broadcast the same message to their entire list rather than to respond to specific list member actions or inactions. Certain types of email – a newsletter for example – are appropriate for broadcast since newsletters usually contain information relevant to the entire list. There are, however, many other ways in which email can powerfully be used to speak only to specific segments of your list or individuals on it who are in-market or expressly interested in what you have to offer at a specific time. To realize the full potential of email, you’ll have to supplement your broadcast-style email with triggered campaigns. So, o successfully use triggered email you first have to understand which opportunities lend themselves to it. Unlike broadcast email, triggered email messages are automated, sent based on external events or actions, rules-based, and unique to steps in a consideration path, to individuals, or both.
  3. Not only can you categorize triggered email campaigns and messages as belonging to one of the five main types you just learned about, you can also map them across a customer lifecycle path like this. In fact, I encourage you to use this as a checklist for creating your own triggered email appropriate to each stage. For example, do you have an email list sign-up available to people who haven’t purchased yet? If so, do you welcome new subscribers to the list? Do you educate and familiarize them with onboarding messages? Do you email them if they’ve been browsing or shopping online and then abandon before buying? Or, when it comes to your customers, do you thank them with bouncebacks after purchase? Send reminders? Acknowledge their birthdays? This graphic illustrates that there are many specific kinds of triggered email messages appropriate for different stages of the customer lifecycle and that you should be routinely using them across your target audience.
  4. Their unique advantage is you can crop content from any web page. The one variable they handle is the image tag for their clients. It can render on open or stream on open to make their image content super-relevant. Most of the dynamic content choices (like location) are rules-driven (if responder is in NY, then show this store, etc.) The geo-location is IP-driven, not GIS. Goes down to city level, sometimes lower (neighborhood level) but not street-specific.